WAYFAIR INC

$W
Smart money positioned

12 of the Top-200 alpha managers hold $W as of the latest 13F snapshot.

13F holders
433
Insider buys · 90d
0
Congress · 90d
3trades

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$W is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 5.26%, with an average of 0.59% of portfolio. Largest holder: Goodnow Investment Group, LLC at 5.26%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 433 · Source: 13F-HR
01
Brightline Capital Management, LLC
0.02% of portfolio
11,141,900 sh
02
Parthenon LLC
0.22% of portfolio
6,408,124 sh
03
Eads & Heald Wealth Management
0.59% of portfolio
4,972,425 sh
04
Siemens Pension Trust E V
0.18% of portfolio
4,775,610 sh
05
Thomas H Lee Partners LP
0.15% of portfolio
3,866,708 sh
06
Solus Alternative Asset Management LP
0.02% of portfolio
3,005,500 sh
07
Great Hill Partners, L.p.
100.00% of portfolio
2,788,912 sh
08
Oberndorf William E
100.00% of portfolio
2,788,912 sh
09
Godsey & Gibb, Inc.
0.01% of portfolio
2,645,255 sh
10
Aegon Asset Management UK PLC
6.98% of portfolio
2,600,000 sh
See all 433 13F holders · Pro →

Insider activity · last 90 days

47 transactions · 5 filers
23 Jan 2026
Conine Steven
▼ SOLD
7,984
$109.73
S
23 Jan 2026
Conine Steven
▼ SOLD
74,408
$109.26
S
23 Jan 2026
Conine Steven
▼ SOLD
67,608
$108.34
S
23 Jan 2026
Shah Niraj
▼ SOLD
7,861
$109.74
S
23 Jan 2026
Shah Niraj
▼ SOLD
75,194
$109.26
S
23 Jan 2026
Shah Niraj
▼ SOLD
66,945
$108.34
S
23 Jan 2026
Conine Steven
▼ SOLD
7,984
$109.73
S
23 Jan 2026
Conine Steven
▼ SOLD
74,408
$109.26
S
23 Jan 2026
Conine Steven
▼ SOLD
67,608
$108.34
S
23 Jan 2026
Shah Niraj
▼ SOLD
7,861
$109.74
S
23 Jan 2026
Shah Niraj
▼ SOLD
75,194
$109.26
S
23 Jan 2026
Shah Niraj
▼ SOLD
66,945
$108.34
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

3 disclosures · STOCK Act
House · Michigan · Traded May 7
SOLD
$1K–$15K
Jun 5STOCK
House · Michigan · Traded May 11
SOLD
$1K–$15K
Jun 5STOCK
House · Michigan · Traded May 1
SOLD
$1K–$15K
May 7STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:25 UTC.