Wayfair Inc.
MX ˙ BMV ˙ US94419L1017
SecurityMX:W / Wayfair Inc.
InstitutionRenaissance Technologies Llc
ManagerJames Simons
Latest Disclosed Ownership4,972,425 shares
Ownership 4.54%
Renaissance Technologies Llc ownership in W / Wayfair Inc.

2026-05-14 - Renaissance Technologies Llc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 4,972,425 shares of Wayfair Inc. (MX:W). This represents 4.54 percent ownership of the company. In their previous filing dated 2026-02-12 , Renaissance Technologies Llc had reported owning 5,407,325 shares, indicating a decrease of -8.04 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-05-14 2026-05-14 13G/A 5,407,325 4,972,425 -8.04 4.54 -10.28
2026-02-12 2026-02-12 13G 5,407,325 5.06

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 4,972,425 -434,900 -8.04 373,976 -31.12 0.5850
2026-02-12 2025-12-31 13F WAYFAIR CL A 94419L101 5,407,325 180,558 3.45 542,950 16.29 0.8423
2025-11-13 2025-09-30 13F WAYFAIR CL A 94419L101 5,226,767 658,500 14.41 466,907 99.86 0.6164
2025-08-13 2025-06-30 13F WAYFAIR CL A 94419L101 4,568,267 235,700 5.44 233,621 68.35 0.3108
2025-05-14 2025-03-31 13F WAYFAIR CL A 94419L101 4,332,567 497,900 12.98 138,772 -18.35 0.2100
2025-02-13 2024-12-31 13F WAYFAIR CL A 94419L101 3,834,667 581,000 17.86 169,952 -7.02 0.2516
2024-11-13 2024-09-30 13F WAYFAIR CL A 94419L101 3,253,667 167,098 5.41 182,791 12.31 0.2749
2024-08-09 2024-06-30 13F WAYFAIR CL A 94419L101 3,086,569 675,271 28.00 162,755 99,749.08 0.2760
2024-05-13 2024-03-31 13F WAYFAIR CL A 94419L101 2,411,298 481,529 24.95 164 36.97 0.2573
2024-02-13 2023-12-31 13F WAYFAIR CL A 94419L101 1,929,769 367,494 23.52 119 26.60 0.1843
2023-11-14 2023-09-30 13F WAYFAIR CL A 94419L101 1,562,275 1,016,475 186.24 95 168.57 0.1613
2023-08-11 2023-06-30 13F WAYFAIR CL A 94419L101 545,800 545,800 35 0.0511
2023-05-12 2023-03-31 13F WAYFAIR CL A 94419L101 0 -2,183,700 -100.00 0 -100.00
2023-02-13 2022-12-31 13F WAYFAIR CL A 94419L101 2,183,700 -338,800 -13.43 72 -99.91 0.0983
2022-11-14 2022-09-30 13F WAYFAIR CL A 94419L101 2,522,500 273,400 12.16 82,107 -16.19 0.1162
2022-08-12 2022-06-30 13F WAYFAIR CL A 94419L101 2,249,100 1,910,000 563.26 97,971 160.80 0.1160
2022-05-13 2022-03-31 13F WAYFAIR CL A 94419L101 339,100 339,100 37,565 0.0441
2021-11-12 2021-09-30 13F WAYFAIR CL A 94419L101 0 -303,500 -100.00 0 -100.00
2021-08-13 2021-06-30 13F WAYFAIR CL A 94419L101 303,500 175,200 136.55 95,818 137.28 0.1196
2021-05-13 2021-03-31 13F WAYFAIR CL A 94419L101 128,300 -501,600 -79.63 40,382 -71.61 0.0502
2021-02-10 2020-12-31 13F WAYFAIR CL A 94419L101 629,900 169,800 36.91 142,238 6.23 0.1545
2020-11-13 2020-09-30 13F WAYFAIR CL A 94419L101 460,100 55,600 13.75 133,894 67.51 0.1337
2020-08-13 2020-06-30 13F WAYFAIR CL A 94419L101 404,500 169,500 72.13 79,933 536.51 0.0690
2020-05-14 2020-03-31 13F WAYFAIR CL A 94419L101 235,000 0 0.00 12,558 -40.87 0.0122
2020-02-13 2019-12-31 13F WAYFAIR CL A 94419L101 235,000 -1,037,131 -81.53 21,237 -85.11 0.0163
2019-11-13 2019-09-30 13F WAYFAIR CL A 94419L101 1,272,131 -1,197,769 -48.49 142,631 -60.45 0.1207
2019-08-12 2019-06-30 13F WAYFAIR CL A 94419L101 2,469,900 -645,800 -20.73 360,605 -22.04 0.3175
2019-05-14 2019-03-31 13F WAYFAIR CL A 94419L101 3,115,700 1,397,000 81.28 462,526 198.75 0.4205
2019-02-12 2018-12-31 13F WAYFAIR CL A 94419L101 1,718,700 182,563 11.88 154,820 -31.75 0.1695
2018-11-13 2018-09-30 13F WAYFAIR CL A 94419L101 1,536,137 320,542 26.37 226,841 57.13 0.2332
2018-08-13 2018-06-30 13F/A-1 WAYFAIR CL A 94419L101 1,215,595 98,395 8.81 144,364 91.35 0.1574
2018-08-13 2018-06-30 13F WAYFAIR CL A 94419L101 1,117,200 75,445
2018-05-14 2018-03-31 13F WAYFAIR CL A 94419L101 1,117,200 -155,100 -12.19 75,445 -26.13 0.0825
2018-02-13 2017-12-31 13F WAYFAIR CL A 94419L101 1,272,300 341,900 36.75 102,128 62.86 0.1126
2017-11-13 2017-09-30 13F WAYFAIR CL A 94419L101 930,400 592,400 175.27 62,709 141.33 0.0738
2017-08-11 2017-06-30 13F WAYFAIR CL A 94419L101 338,000 301,200 818.48 25,985 1,643.96 0.0332
2017-05-12 2017-03-31 13F WAYFAIR CL A 94419L101 36,800 11,700 46.61 1,490 69.32 0.0021
2017-02-13 2016-12-31 13F WAYFAIR CL A 94419L101 25,100 25,100 880 0.0014
2016-11-14 2016-09-30 13F WAYFAIR CL A 94419L101 0 -283,500 -100.00 0 -100.00
2016-08-12 2016-06-30 13F WAYFAIR CL A 94419L101 283,500 226,800 400.00 11,057 351.12 0.0210
2016-05-13 2016-03-31 13F WAYFAIR CL A 94419L101 56,700 56,700 -80.00 2,451 -77.83 0.0047
2016-02-11 2015-12-31 13F WAYFAIR CL A 94419L101 0 0 0 0.0000
2015-11-12 2015-09-30 13F WAYFAIR CL A 94419L101 0 -52,300 -100.00 0 -100.00
2015-08-14 2015-06-30 13F WAYFAIR CL A 94419L101 52,300 52,300 1,969 0.0045
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.