W position history
The shares of Wayfair (W) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q2: 17,286 shares, $884K, <0.01% of portfolio, New
- 2025 Q3: 29,861 shares, $2.7M, <0.01% of portfolio, Add +72.7%
- 2025 Q4: 26,857 shares, $2.7M, 0.01% of portfolio, Reduce −10.1%
- 2026 Q1: 35,216 shares, $2.6M, 0.02% of portfolio, Add +31.1%
- 2026 Q2: 2,402 shares, $222K, <0.01% of portfolio, Reduce −93.2%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|