Wayfair Inc.
MX ˙ BMV ˙ US94419L1017
SecurityMX:W / Wayfair Inc.
InstitutionLegal & General Group Plc
Latest Disclosed Ownership83,216 shares
Latest Disclosed Value $ 6,258,612
Legal & General Group Plc reports 19.24% decrease in ownership of W / Wayfair Inc.

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 83,216 shares of Wayfair Inc. (MX:W) valued at $6,258,612 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 103,043 shares of Wayfair Inc.. This represents a change in shares of -19.24% 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)
2026-05-08 2026-03-31 13F WAYFAIR CL A 94419L101 83,216 -19,827 -19.24 6,259 -39.51 0.0008
2026-02-09 2025-12-31 13F WAYFAIR CL A 94419L101 103,043 -36,404 -26.11 10,347 -16.94 0.0023
2025-11-13 2025-09-30 13F WAYFAIR CL A 94419L101 139,447 -8,294 -5.61 12,457 64.87 0.0028
2025-08-12 2025-06-30 13F WAYFAIR CL A 94419L101 147,741 6,570 4.65 7,555 67.11 0.0019
2025-05-15 2025-03-31 13F WAYFAIR CL A 94419L101 141,171 3,490 2.53 4,522 -25.91 0.0012
2025-02-13 2024-12-31 13F WAYFAIR CL A 94419L101 137,681 585 0.43 6,102 -20.77 0.0016
2025-02-28 2024-09-30 13F/A-2 WAYFAIR CL A 94419L101 137,096 7,783 6.02 7,702 12.97 0.0020
2024-11-14 2024-09-30 13F/A-1 WAYFAIR CL A 94419L101 147,340 7,783 8,278 0.0017
2024-11-14 2024-09-30 13F WAYFAIR CL A 94419L101 147,340 7,783 8,278 0.0017
2025-05-29 2024-06-30 13F/A-1 WAYFAIR CL A 94419L101 129,313 21,611 20.07 6,819 -6.73 0.0019
2024-08-14 2024-06-30 13F WAYFAIR CL A 94419L101 139,557 31,855 7,359 0.0016
2025-05-29 2024-03-31 13F/A-2 WAYFAIR CL A 94419L101 107,702 7,194 7.16 7,311 17.88 0.0021
2024-07-01 2024-03-31 13F/A-1 WAYFAIR CL A 94419L101 107,702 7,194 7,311 0.0017
2024-05-14 2024-03-31 13F WAYFAIR CL A 94419L101 107,702 7,194 7,311 0.0009
2025-05-29 2023-12-31 13F/A-1 WAYFAIR CL A 94419L101 100,508 11,157 12.49 6,201 14.60 0.0019
2024-02-15 2023-12-31 13F WAYFAIR CL A 94419L101 100,508 11,157 6,201 0.0016
2023-11-14 2023-09-30 13F WAYFAIR CL A 94419L101 89,351 18,537 26.18 5,412 17.55 0.0019
2023-08-14 2023-06-30 13F WAYFAIR CL A 94419L101 70,814 -1,518 -2.10 4,604 85.38 0.0015
2023-05-15 2023-03-31 13F WAYFAIR CL A 94419L101 72,332 4,900 7.27 2,484 12.00 0.0009
2023-02-14 2022-12-31 13F WAYFAIR CL A 94419L101 67,432 -202,473 -75.02 2,218 -74.76 0.0009
2022-11-14 2022-09-30 13F WAYFAIR CL A 94419L101 269,905 -99,994 -27.03 8,785 -45.48 0.0034
2022-08-22 2022-06-30 13F WAYFAIR CL A 94419L101 369,899 -33,016 -8.19 16,112 -63.90 0.0057
2022-05-16 2022-03-31 13F WAYFAIR CL A 94419L101 402,915 13,505 3.47 44,635 -39.66 0.0136
2022-02-14 2021-12-31 13F WAYFAIR CL A 94419L101 389,410 -57,949 -12.95 73,976 -35.28 0.0224
2021-11-15 2021-09-30 13F WAYFAIR CL A 94419L101 447,359 14,615 3.38 114,304 -16.34 0.0372
2021-08-12 2021-06-30 13F WAYFAIR CL A 94419L101 432,744 60,570 16.27 136,624 16.63 0.0457
2021-05-17 2021-03-31 13F WAYFAIR CL A 94419L101 372,174 5,230 1.43 117,142 41.37 0.0436
2021-02-12 2020-12-31 13F WAYFAIR CL A 94419L101 366,944 23,534 6.85 82,860 -17.09 0.0324
2020-11-13 2020-09-30 13F WAYFAIR CL A 94419L101 343,410 136,512 65.98 99,936 144.43 0.0447
2020-08-14 2020-06-30 13F WAYFAIR CL A 94419L101 206,898 8,185 4.12 40,885 285.02 0.0198
2020-05-14 2020-03-31 13F WAYFAIR CL A 94419L101 198,713 10,318 5.48 10,619 -37.63 0.0062
2020-02-13 2019-12-31 13F WAYFAIR CL A 94419L101 188,395 17,609 10.31 17,025 -31.72 0.0081
2019-08-14 2019-06-30 13F WAYFAIR CL A 94419L101 170,786 10,664 6.66 24,934 4.89 0.0134
2019-05-15 2019-03-31 13F WAYFAIR CL A 94419L101 160,122 74,066 86.07 23,771 206.64 0.0136
2019-02-15 2018-12-31 13F WAYFAIR CL A 94419L101 86,056 51,866 151.70 7,752 53.54 0.0060
2018-11-20 2018-09-30 13F WAYFAIR CL A 94419L101 34,190 8,466 32.91 5,049 65.27 0.0036
2018-08-10 2018-06-30 13F WAYFAIR CL A 94419L101 25,724 7,723 42.90 3,055 151.44 0.0024
2018-05-17 2018-03-31 13F WAYFAIR CL A 94419L101 18,001 -647 -3.47 1,215 -18.84 0.0009
2018-02-13 2017-12-31 13F WAYFAIR CL A 94419L101 18,648 1,705 10.06 1,497 31.09 0.0011
2017-11-09 2017-09-30 13F WAYFAIR CL A 94419L101 16,943 3,660 27.55 1,142 11.85 0.0009
2017-08-03 2017-06-30 13F WAYFAIR CL A 94419L101 13,283 1,754 15.21 1,021 119.10 0.0008
2017-05-12 2017-03-31 13F WAYFAIR CL A 94419L101 11,529 1,312 12.84 466 29.44 0.0004
2017-02-13 2016-12-31 13F WAYFAIR CL A 94419L101 10,217 6,545 178.24 360 146.58 0.0003
2016-10-12 2016-09-30 13F WAYFAIR CL A 94419L101 3,672 -138 -3.62 146 -2.01 0.0001
2016-08-16 2016-06-30 13F WAYFAIR CL A 94419L101 3,810 853 28.85 149 20.16 0.0002
2016-05-16 2016-03-31 13F WAYFAIR CL A 94419L101 2,957 943 46.82 124 27.84 0.0001
2016-02-16 2015-12-31 13F WAYFAIR CL A 94419L101 2,014 0 0.00 97 40.58 0.0001
2015-11-13 2015-09-30 13F WAYFAIR CL A 94419L101 2,014 0 0.00 69 -8.00 0.0001
2015-07-31 2015-06-30 13F WAYFAIR CL A 94419L101 2,014 0 0.00 75 15.38 0.0001
2015-05-14 2015-03-31 13F WAYFAIR CL A 94419L101 2,014 2,014 65 0.0001
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.