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W · Consumer Cyclical

WAYFAIR INC

USA Consumer Cyclical Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Weak — few signals

No standout activity across the feeds we track.

Hedge funds
50
Congress
0
Insiders
50
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
Market cap
$12.1B
Industry
Internet Retail
Sector
Consumer Cyclical
Exchange
NYSE
About WAYFAIR INC

Wayfair Inc. engages in the e-commerce business in the United States and internationally. It provides online selections of furniture, décor, housewares, and home improvement products through its sites comprising Wayfair, Joss & Main, AllModern, Birch Lane, Perigold, and Wayfair Professional. The company offers its products under the Three Posts and Mercury Row brands. Wayfair Inc. was founded in 2002 and is headquartered in Boston, Massachusetts.

Who's behind the signal
Every informed buyer we can see on W, across all three feeds.
Hedge funds · 9
Point72 (Steve Cohen) New position
D.E. Shaw & Co Increased +60%
AQR Capital Management Increased +15%
+3 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Not a model pick — but on our radar. WAYFAIR INC isn't in the top-10 model right now, but 9 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
9
Investors
1
New positions
5
Increasing
3
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.1×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Point72's portfolio
Trust weight: 1.0×
Increased +60%
% of portfolio
0.2%
Position change
+60%
0.2% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
Increased +15%
% of portfolio
0.1%
Position change
+15%
0.1% of AQR Capital Management's portfolio
Trust weight: 1.1×
Increased +2%
% of portfolio
0.1%
Position change
+2%
0.1% of Gotham Asset Mgmt's portfolio
Trust weight: 1.3×
Increased +21%
% of portfolio
0.0%
Position change
+21%
0.0% of Bridgewater Associates's portfolio
Trust weight: 1.0×
Increased +132%
% of portfolio
0.0%
Position change
+132%
0.0% of Millennium Management's portfolio
Trust weight: 1.4×
Decreased −4%
% of portfolio
0.3%
Position change
−4%
0.3% of Baillie Gifford & Co's portfolio
Trust weight: 1.2×
Decreased −65%
% of portfolio
0.1%
Position change
−65%
0.1% of Tudor Investment's portfolio
Trust weight: 1.0×
Decreased −31%
% of portfolio
0.1%
Position change
−31%
0.1% of Citadel Advisors's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to WAYFAIR INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell WAYFAIR INC or any security.

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