Wayfair Inc.
MX ˙ BMV ˙ US94419L1017
SecurityMX:W / Wayfair Inc.
InstitutionNorthern Trust Corp
Latest Disclosed Ownership516,253 shares
Latest Disclosed Value $ 38,827,389
Northern Trust Corp reports 4.75% increase in ownership of W / Wayfair Inc.

On May 14, 2026 - Northern Trust Corp filed a 13F-HR form disclosing ownership of 516,253 shares of Wayfair Inc. (MX:W) valued at $38,827,389 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 492,857 shares of Wayfair Inc.. This represents a change in shares of 4.75% 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)
2026-05-14 2026-03-31 13F WAYFAIR CL A 94419L101 516,253 23,396 4.75 38,827 -21.54 0.0011
2026-02-17 2025-12-31 13F WAYFAIR CL A 94419L101 492,857 -2,379 -0.48 49,488 11.86 0.0063
2025-11-14 2025-09-30 13F WAYFAIR CL A 94419L101 495,236 23,180 4.91 44,239 83.26 0.0057
2025-08-13 2025-06-30 13F WAYFAIR CL A 94419L101 472,056 22,804 5.08 24,141 67.77 0.0033
2025-05-13 2025-03-31 13F WAYFAIR CL A 94419L101 449,252 -14,205 -3.07 14,390 -29.95 0.0021
2025-02-14 2024-12-31 13F WAYFAIR CL A 94419L101 463,457 47,326 11.37 20,540 -12.14 0.0029
2024-11-13 2024-09-30 13F WAYFAIR COM 94419L101 416,131 3,527 0.85 23,378 7.46 0.0038
2024-08-14 2024-06-30 13F WAYFAIR COM 94419L101 412,604 29,785 7.78 21,757 -16.27 0.0037
2024-05-14 2024-03-31 13F WAYFAIR COM 94419L101 382,819 -8,267 -2.11 25,986 7.69 0.0045
2024-02-13 2023-12-31 13F WAYFAIR COM 94419L101 391,086 15,750 4.20 24,130 6.14 0.0044
2023-11-13 2023-09-30 13F WAYFAIR COM 94419L101 375,336 23,022 6.53 22,734 -0.74 0.0044
2023-08-11 2023-06-30 13F WAYFAIR COM 94419L101 352,314 6,649 1.92 22,904 92.95 0.0044
2023-05-15 2023-03-31 13F WAYFAIR COM 94419L101 345,665 -6,898 -1.96 11,870 2.37 0.0024
2023-02-13 2022-12-31 13F WAYFAIR COM 94419L101 352,563 -73,746 -17.30 11,596 -16.44 0.0024
2022-11-14 2022-09-30 13F WAYFAIR COM 94419L101 426,309 -39,728 -8.52 13,877 -31.64 0.0032
2022-08-12 2022-06-30 13F WAYFAIR COM 94419L101 466,037 -104,984 -18.39 20,301 -67.91 0.0043
2022-05-13 2022-03-31 13F WAYFAIR COM 94419L101 571,021 -33,609 -5.56 63,257 -44.93 0.0111
2022-02-08 2021-12-31 13F WAYFAIR CL A 94419L101 604,630 6,884 1.15 114,862 -24.79 0.0188
2021-11-15 2021-09-30 13F WAYFAIR CL A 94419L101 597,746 41,837 7.53 152,730 -12.98 0.0270
2021-08-13 2021-06-30 13F WAYFAIR CL A 94419L101 555,909 9,172 1.68 175,506 1.99 0.0309
2021-05-12 2021-03-31 13F WAYFAIR CL A 94419L101 546,737 33,557 6.54 172,084 48.50 0.0320
2021-02-11 2020-12-31 13F WAYFAIR CL A 94419L101 513,180 68,872 15.50 115,881 -10.38 0.0226
2020-11-16 2020-09-30 13F WAYFAIR CL A 94419L101 444,308 9,911 2.28 129,297 50.62 0.0284
2020-08-14 2020-06-30 13F WAYFAIR COM 94419L101 434,397 21,798 5.28 85,841 289.32 0.0203
2020-05-14 2020-03-31 13F WAYFAIR CL A 94419L101 412,599 17,569 4.45 22,049 -38.24 0.0063
2020-02-14 2019-12-31 13F WAYFAIR CL A 94419L101 395,030 4,948 1.27 35,699 -18.37 0.0080
2019-11-13 2019-09-30 13F WAYFAIR COM 94419L101 390,082 15,130 4.04 43,735 -20.11 0.0105
2019-08-13 2019-06-30 13F WAYFAIR CL A 94419L101 374,952 5,856 1.59 54,743 -0.09 0.0130
2019-05-13 2019-03-31 13F WAYFAIR CL A 94419L101 369,096 14,957 4.22 54,792 71.76 0.0135
2019-02-12 2018-12-31 13F WAYFAIR CL A 94419L101 354,139 63,796 21.97 31,901 -25.60 0.0089
2018-11-14 2018-09-30 13F WAYFAIR CL A 94419L101 290,343 34,082 13.30 42,875 40.88 0.0105
2018-09-18 2018-06-30 13F/A-1 WAYFAIR CL A 94419L101 256,261 54,414 26.96 30,434 123.29 0.0077
2018-08-14 2018-06-30 13F WAYFAIR CL A 94419L101 261,834 59,987 31,096
2018-05-09 2018-03-31 13F WAYFAIR CL A 94419L101 201,847 2,910 1.46 13,630 -14.64 0.0035
2018-02-14 2017-12-31 13F WAYFAIR CL A 94419L101 198,937 2,129 1.08 15,968 20.38 0.0040
2017-11-13 2017-09-30 13F WAYFAIR CL A 94419L101 196,808 14,812 8.14 13,265 -5.20 0.0035
2017-08-11 2017-06-30 13F WAYFAIR COM 94419L101 181,996 -213,068 -53.93 13,992 -12.53 0.0039
2017-05-12 2017-03-31 13F WAYFAIR COM 94419L101 395,064 39,796 11.20 15,997 28.47 0.0046
2017-02-13 2016-12-31 13F WAYFAIR COM 94419L101 355,268 13,885 4.07 12,452 -7.35 0.0038
2016-11-09 2016-09-30 13F WAYFAIR COM 94419L101 341,383 3,365 1.00 13,440 1.95 0.0042
2016-08-12 2016-06-30 13F WAYFAIR COM 94419L101 338,018 106,704 46.13 13,183 31.86 0.0043
2016-08-19 2016-03-31 13F/A-1 WAYFAIR COM 94419L101 231,314 6,491 2.89 9,998 -6.61 0.0033
2016-05-13 2016-03-31 13F WAYFAIR COM 94419L101 231,314 9,998
2016-02-12 2015-12-31 13F WAYFAIR COM 94419L101 224,823 4,284 1.94 10,706 38.46 0.0035
2015-11-12 2015-09-30 13F WAYFAIR COM 94419L101 220,539 220,539 0.00 7,732 0.0026
2015-08-13 2015-06-30 13F Wayfair COMM 94419L101 0 -123,677 -100.00 0 -100.00
2015-05-14 2015-03-31 13F Wayfair COMM 94419L101 123,677 4,143 3.47 3,972 67.38 0.0012
2015-02-12 2014-12-31 13F WAYFAIR COM 94419L101 119,534 119,534 2,373 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.