W Stock Ownership Activity

WAYFAIR INC- CLASS A 13F holders

2 value investing gurus have made changes to the WAYFAIR INC- CLASS A (W) position according to the gurus' latest SEC quarterly report(s). The number of W shares has been increased by 1, decreased by 1 super investor(s).

Which gurus or hedge funds are buying W now?

According to the latest SEC filing(s) WAYFAIR INC- CLASS A (W) has been bought by David M. Polen - Polen Capital Management (added shares +31.12%).

To see more about who is investing in WAYFAIR INC- CLASS A (W), please go to the W ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2026 Q1 (1 result)
David M. Polen
Polen Capital Management
+31.12%
+8,359
+0.00%
0.02%
Current price: $69.38 7.75% Reported price*: $75.21
2025 Q4 (1 result)
David M. Polen
Polen Capital Management
-10.06%
-3,004
-0.00%
0.01%
Current price: $69.38 30.90% Reported price*: $100.41
2025 Q3 (2 results)
David M. Polen
Polen Capital Management
+72.75%
+12,575
+0.00%
0.01%
Brian Bares
Bares Capital Management
-8.63%
-63,526
-0.52%
5.54%
Current price: $69.38 22.33% AVG reported price*: $89.33
2025 Q2 (2 results)
David M. Polen
Polen Capital Management
buy
+17,286
+0.00%
0.00%
Brian Bares
Bares Capital Management
-7.43%
-59,049
-0.29%
3.65%
Current price: $69.38 35.67% AVG reported price*: $51.14
2025 Q1 (1 result)
Brian Bares
Bares Capital Management
-17.90%
-173,288
-0.65%
2.99%
Current price: $69.38 116.61% Reported price*: $32.03
2024 Q4 (1 result)
Brian Bares
Bares Capital Management
-1.54%
-15,173
-0.06%
3.86%
Current price: $69.38 56.54% Reported price*: $44.32
2024 Q3 (1 result)
Brian Bares
Bares Capital Management
-30.03%
-422,060
-2.16%
5.03%
Current price: $69.38 23.50% Reported price*: $56.18
2024 Q2 (1 result)
Brian Bares
Bares Capital Management
-23.45%
-430,500
-1.09%
3.56%
Current price: $69.38 31.58% Reported price*: $52.73
2024 Q1 (1 result)
Brian Bares
Bares Capital Management
-17.48%
-388,825
-1.05%
4.95%
Current price: $69.38 2.21% Reported price*: $67.88
2023 Q4 (1 result)
Brian Bares
Bares Capital Management
-1.59%
-35,879
-0.09%
5.39%
Current price: $69.38 12.45% Reported price*: $61.70
2023 Q3 (1 result)
Brian Bares
Bares Capital Management
-0.35%
-7,949
-0.02%
5.85%
Current price: $69.38 14.55% Reported price*: $60.57
2023 Q2 (1 result)
Brian Bares
Bares Capital Management
-0.01%
-200
-0.00%
5.10%
Current price: $69.38 6.72% Reported price*: $65.01
2023 Q1 (1 result)
Brian Bares
Bares Capital Management
-7.64%
-187,764
-0.23%
2.76%
Current price: $69.38 102.04% Reported price*: $34.34
2022 Q4 (2 results)
Brian Bares
Bares Capital Management
-14.00%
-400,000
-0.50%
3.08%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-100.00%
-1,703,591
-1.91%
0.00%
Current price: $69.38 110.95% AVG reported price*: $32.89
2022 Q3 (1 result)
Brian Bares
Bares Capital Management
-41.87%
-2,057,420
-2.61%
3.63%
Current price: $69.38 113.15% Reported price*: $32.55
2022 Q2 (3 results)
Ruane, Cunniff & Goldfarb
Sequoia Fund
+45.70%
+534,318
+0.72%
2.31%
Brian Bares
Bares Capital Management
+7.96%
+362,256
+0.58%
7.83%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-3,928,113
-4.26%
0.00%
Current price: $69.38 59.27% AVG reported price*: $43.56
2022 Q1 (4 results)
Brian Bares
Bares Capital Management
+56.82%
+1,649,230
+4.25%
11.73%
Ruane, Cunniff & Goldfarb
Sequoia Fund
+8.33%
+89,904
+0.25%
3.21%
C.T. Fitzpatrick
Vulcan Value Partners
+6.72%
+247,230
+0.17%
0.00%
Francois Rochon
Giverny Capital
-100.00%
-5,602
-0.06%
0.00%
Current price: $69.38 37.37% AVG reported price*: $110.78
2021 Q4 (4 results)
C.T. Fitzpatrick
Vulcan Value Partners
+30.85%
+867,799
+0.84%
3.57%
Ruane, Cunniff & Goldfarb
Sequoia Fund
+29.61%
+246,610
+0.96%
4.22%
Brian Bares
Bares Capital Management
+6.59%
+179,344
+0.68%
11.02%
Francois Rochon
Giverny Capital
+3.00%
+163
+0.00%
0.00%
Current price: $69.38 63.48% AVG reported price*: $189.97
2021 Q3 (4 results)
Francois Rochon
Giverny Capital
buy
+5,439
+0.08%
0.08%
Ruane, Cunniff & Goldfarb
Sequoia Fund
+82.41%
+376,234
+2.02%
4.47%
Brian Bares
Bares Capital Management
+8.04%
+202,667
+0.93%
12.48%
C.T. Fitzpatrick
Vulcan Value Partners
+4.00%
+108,291
+0.15%
3.86%
Current price: $69.38 72.85% AVG reported price*: $255.52
2021 Q2 (2 results)
C.T. Fitzpatrick
Vulcan Value Partners
+4.18%
+108,547
+0.19%
4.63%
Brian Bares
Bares Capital Management
-2.60%
-67,326
-0.38%
14.15%
Current price: $69.38 78.02% AVG reported price*: $315.71
2021 Q1 (4 results)
C.T. Fitzpatrick
Vulcan Value Partners
+20.52%
+441,982
+0.82%
4.83%
Brian Bares
Bares Capital Management
+0.07%
+1,724
+0.01%
15.23%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-25.72%
-158,080
-1.08%
3.12%
Francois Rochon
Giverny Capital
-100.00%
-1,525
-0.02%
0.00%
Current price: $69.38 77.96% AVG reported price*: $314.75
2020 Q4 (4 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+2,154,264
+3.15%
3.15%
Brian Bares
Bares Capital Management
+0.36%
+9,278
+0.04%
10.80%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-24.68%
-201,350
-1.07%
3.27%
Francois Rochon
Giverny Capital
-64.79%
-2,806
-0.05%
0.00%
Current price: $69.38 69.28% AVG reported price*: $225.81
2020 Q3 (3 results)
Francois Rochon
Giverny Capital
+23.11%
+813
+0.02%
0.12%
Brian Bares
Bares Capital Management
-13.82%
-413,096
-2.54%
15.83%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-21.84%
-228,016
-1.70%
6.09%
Current price: $69.38 76.16% AVG reported price*: $290.98
2020 Q2 (3 results)
Francois Rochon
Giverny Capital
buy
+3,518
+0.07%
0.07%
Brian Bares
Bares Capital Management
-37.17%
-1,768,933
-8.63%
14.58%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-43.88%
-816,231
-4.54%
5.81%
Current price: $69.38 64.89% AVG reported price*: $197.59
49 of 74

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.