Wayfair Inc.
MX ˙ BMV ˙ US94419L1017
SecurityMX:W / Wayfair Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership2,213,897 shares
Latest Disclosed Value $ 167,170,341
Geode Capital Management, Llc reports 16.32% increase in ownership of W / Wayfair Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 2,213,897 shares of Wayfair Inc. (MX:W) valued at $167,170,341 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,903,219 shares of Wayfair Inc.. This represents a change in shares of 16.32% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F WAYFAIR INC- CL A 94419L101 2,213,897 310,678 16.32 167,170 -12.54 0.0056
2026-02-09 2025-12-31 13F WAYFAIR INC- CL A 94419L101 1,903,219 185,897 10.82 191,145 24.57 0.0118
2025-11-12 2025-09-30 13F WAYFAIR INC- CL A 94419L101 1,717,322 55,826 3.36 153,442 80.55 0.0098
2025-08-08 2025-06-30 13F WAYFAIR INC- CL A 94419L101 1,661,496 59,083 3.69 84,985 65.53 0.0060
2025-05-13 2025-03-31 13F WAYFAIR INC- CL A 94419L101 1,602,413 55,481 3.59 51,343 -25.14 0.0040
2025-02-12 2024-12-31 13F WAYFAIR INC- CL A 94419L101 1,546,932 22,078 1.45 68,584 -19.96 0.0053
2024-11-12 2024-09-30 13F WAYFAIR INC- CL A 94419L101 1,524,854 35,268 2.37 85,690 9.06 0.0069
2024-08-09 2024-06-30 13F WAYFAIR INC- CL A 94419L101 1,489,586 98,096 7.05 78,569 -16.84 0.0069
2024-05-13 2024-03-31 13F WAYFAIR INC- CL A 94419L101 1,391,490 58,723 4.41 94,475 14.87 0.0087
2024-02-13 2023-12-31 13F WAYFAIR INC- CL A 94419L101 1,332,767 69,917 5.54 82,246 7.50 0.0086
2023-11-13 2023-09-30 13F WAYFAIR INC- CL A 94419L101 1,262,850 102,123 8.80 76,505 1.39 0.0091
2023-08-11 2023-06-30 13F WAYFAIR INC- CL A 94419L101 1,160,727 92,546 8.66 75,459 105.71 0.0089
2023-05-15 2023-03-31 13F WAYFAIR INC- CL A 94419L101 1,068,181 33,383 3.23 36,681 107,785.29 0.0048
2023-02-13 2022-12-31 13F WAYFAIR INC- CL A 94419L101 1,034,798 56,321 5.76 34 -99.89 0.0048
2022-11-14 2022-09-30 13F WAYFAIR INC- CL A 94419L101 978,477 -7,025 -0.71 31,823 -25.77 0.0048
2022-08-12 2022-06-30 13F WAYFAIR INC- CL A 94419L101 985,502 25,207 2.62 42,873 -59.64 0.0063
2022-05-13 2022-03-31 13F WAYFAIR INC- CL A 94419L101 960,295 34,511 3.73 106,225 -39.51 0.0133
2022-02-11 2021-12-31 13F WAYFAIR INC- CL A 94419L101 925,784 37,909 4.27 175,611 -22.47 0.0212
2021-11-12 2021-09-30 13F WAYFAIR INC- CL A 94419L101 887,875 15,347 1.76 226,510 -17.64 0.0305
2021-08-13 2021-06-30 13F WAYFAIR INC- CL A 94419L101 872,528 44,487 5.37 275,035 5.68 0.0379
2021-05-12 2021-03-31 13F WAYFAIR INC- CL A 94419L101 828,041 53,493 6.91 260,261 48.99 0.0398
2021-02-12 2020-12-31 13F WAYFAIR INC- CL A 94419L101 774,548 91,881 13.46 174,680 -11.98 0.0293
2020-11-13 2020-09-30 13F WAYFAIR INC- CL A 94419L101 682,667 -11,544 -1.66 198,464 44.79 0.0389
2020-08-13 2020-06-30 13F WAYFAIR INC- CL A 94419L101 694,211 21,673 3.22 137,067 281.71 0.0293
2020-05-14 2020-03-31 13F WAYFAIR INC- CL A 94419L101 672,538 31,078 4.84 35,909 -38.00 0.0094
2020-02-20 2019-12-31 13F/A-1 WAYFAIR INC- CL A 94419L101 641,460 18,551 2.98 57,916 -17.01 0.0121
2020-02-13 2019-12-31 13F WAYFAIR INC- CL A 94419L101 641,460 18,551 57,916 7,380.8864
2019-11-12 2019-09-30 13F WAYFAIR INC- CL A 94419L101 622,909 12,666 2.08 69,789 -21.61 0.0163
2019-08-14 2019-06-30 13F WAYFAIR INC- CL A 94419L101 610,243 7,208 1.20 89,031 -0.47 0.0215
2019-05-14 2019-03-31 13F WAYFAIR INC- CL A 94419L101 603,035 10,865 1.83 89,453 67.80 0.0232
2019-03-06 2018-12-31 13F/A-1 WAYFAIR INC- CL A 94419L101 592,170 78,626 15.31 53,308 -29.71 0.0165
2019-02-13 2018-12-31 13F WAYFAIR INC- CL A 94419L101 592,170 78,626 53,308
2018-11-13 2018-09-30 13F WAYFAIR INC- CL A 94419L101 513,544 119,245 30.24 75,835 61.95 0.0214
2018-08-14 2018-06-30 13F WAYFAIR INC- CL A 94419L101 394,299 60,432 18.10 46,826 107.69 0.0144
2018-05-15 2018-03-31 13F WAYFAIR INC- CL A 94419L101 333,867 1,704 0.51 22,546 -15.44 0.0073
2018-02-13 2017-12-31 13F WAYFAIR INC- CL A 94419L101 332,163 15,916 5.03 26,662 25.09 0.0091
2017-11-14 2017-09-30 13F WAYFAIR INC- CL A 94419L101 316,247 65,647 26.20 21,315 10.64 0.0079
2017-08-14 2017-06-30 13F WAYFAIR INC- CL A 94419L101 250,600 17,357 7.44 19,266 104.00 0.0076
2017-06-21 2017-03-31 13F/A-1 WAYFAIR INC- CL A 94419L101 233,243 21,119 9.96 9,444 27.04 0.0039
2017-05-12 2017-03-31 13F WAYFAIR INC- CL A 94419L101 233,243 9,444
2017-02-14 2016-12-31 13F WAYFAIR INC- CL A 94419L101 212,124 21,189 11.10 7,434 -1.10 0.0035
2016-11-10 2016-09-30 13F WAYFAIR INC- CL A 94419L101 190,935 13,680 7.72 7,517 8.75 0.0038
2016-08-12 2016-06-30 13F WAYFAIR INC- CL A 94419L101 177,255 23,218 15.07 6,912 3.83 0.0038
2016-05-13 2016-03-31 13F WAYFAIR INC- CL A 94419L101 154,037 5,210 3.50 6,657 -6.07 0.0035
2016-02-12 2015-12-31 13F WAYFAIR INC- CL A 94419L101 148,827 12,014 8.78 7,087 47.77 0.0040
2015-11-13 2015-09-30 13F WAYFAIR INC- CL A 94419L101 136,813 64,581 89.41 4,796 76.45 0.0029
2015-08-14 2015-06-30 13F WAYFAIR INC- CL A 94419L101 72,232 5,029 7.48 2,718 25.95 0.0016
2015-05-14 2015-03-31 13F WAYFAIR INC- CL A 94419L101 67,203 5,795 9.44 2,158 77.18 0.0012
2015-02-12 2014-12-31 13F WAYFAIR INC- CL A 94419L101 61,408 61,408 1,218 0.0007
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.