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5%+ stakes · Schedule 13D and 13G

Wayfair Inc.: 5%+ holders

Who has reported owning 5% or more of Wayfair Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more4
Filings13
Latest filing2026-08-12

Wayfair Inc. has 13 Schedule 13D or 13G filings on record since 2025-11-07. 4 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Capital World Investors9.7%11,177,483SCHEDULE 13G/A, 2026-08-122026-06-30
Niraj Shah8.2%9,725,290SCHEDULE 13G/A, 2026-05-112026-03-31
Steven Conine8.2%9,725,064SCHEDULE 13G/A, 2026-05-112026-03-31
Vanguard Capital Management5.03%5,473,063SCHEDULE 13G, 2026-04-302026-03-31
Renaissance Technologies LLC4.54%4,972,425SCHEDULE 13G/A, 2026-05-142026-03-31
Baillie Gifford & Co4%4,149,211SCHEDULE 13G/A, 2025-11-122025-09-30
Bares Capital Management, Inc.SCHEDULE 13G/A, 2025-11-072025-10-31
Alyeska Investment Group, L.P.0%0SCHEDULE 13G/A, 2025-11-142025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13

Timeline

FiledHolderPercentFiling
2025-11-07Bares Capital Management, Inc.SCHEDULE 13G/A
2025-11-12Baillie Gifford & Co4%SCHEDULE 13G/A
2025-11-13Capital World Investors12.7%SCHEDULE 13G/A
2025-11-14Alyeska Investment Group, L.P.0%SCHEDULE 13G/A
2025-11-17Niraj Shah9.3%SCHEDULE 13G/A
2025-11-17Steven Conine9.3%SCHEDULE 13G/A
2026-02-12Renaissance Technologies LLC5.06%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.03%SCHEDULE 13G
2026-05-11Steven Conine8.2%SCHEDULE 13G/A
2026-05-11Niraj Shah8.2%SCHEDULE 13G/A
2026-05-14Renaissance Technologies LLC4.54%SCHEDULE 13G/A
2026-08-12Capital World Investors9.7%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/wayfair
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Wayfair Inc. 5%+ holders: 4 at 5% or more, largest Capital World Investors 9.7%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/wayfair