Wayfair Inc.
MX ˙ BMV ˙ US94419L1017
SecurityMX:W / Wayfair Inc.
InstitutionSmith Thomas W
Latest Disclosed Ownership237,100 shares
Latest Disclosed Value $ 17,832,291
Smith Thomas W ownership in W / Wayfair Inc.

On May 15, 2026 - Smith Thomas W filed a 13F-HR form disclosing ownership of 237,100 shares of Wayfair Inc. (MX:W) valued at $17,832,291 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 237,100 shares of Wayfair Inc.. This represents a change in shares of 0.00% 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 CL A 94419L101 237,100 0 0.00 17,832 -25.10 17.6235
2026-02-17 2025-12-31 13F WAYFAIR CL A 94419L101 237,100 -400 -0.17 23,807 65.50 22.0129
2023-11-14 2023-09-30 13F WAYFAIR CL A 94419L101 237,500 0 0.00 14,385 -6.83 17.5478
2023-08-14 2023-06-30 13F WAYFAIR CL A 94419L101 237,500 0 0.00 15,440 89.32 17.8521
2023-05-15 2023-03-31 13F WAYFAIR CL A 94419L101 237,500 0 0.00 8,156 4.40 12.1254
2023-02-14 2022-12-31 13F WAYFAIR CL A 94419L101 237,500 65,000 37.68 7,811 39.11 11.6275
2022-11-14 2022-09-30 13F WAYFAIR CL A 94419L101 172,500 -50,000 -22.47 5,615 -42.07 10.2950
2022-08-15 2022-06-30 13F WAYFAIR CL A 94419L101 222,500 0 0.00 9,692 -60.68 12.4873
2022-05-16 2022-03-31 13F WAYFAIR CL A 94419L101 222,500 0 0.00 24,649 -41.68 22.0139
2022-02-14 2021-12-31 13F WAYFAIR CL A 94419L101 222,500 0 0.00 42,268 -25.65 28.1119
2021-11-15 2021-09-30 13F WAYFAIR CL A 94419L101 222,500 0 0.00 56,851 -19.07 39.0960
2021-08-16 2021-06-30 13F WAYFAIR CL A 94419L101 222,500 0 0.00 70,245 0.30 45.4113
2021-05-14 2021-03-31 13F WAYFAIR CL A 94419L101 222,500 -50,000 -18.35 70,032 13.81 48.7281
2021-02-16 2020-12-31 13F WAYFAIR CL A 94419L101 272,500 0 0.00 61,533 -22.40 41.6278
2020-11-16 2020-09-30 13F WAYFAIR CL A 94419L101 272,500 0 0.00 79,300 47.26 49.3147
2020-08-14 2020-06-30 13F WAYFAIR CL A 94419L101 272,500 41,100 17.76 53,849 335.46 38.9215
2020-05-15 2020-03-31 13F WAYFAIR CL A 94419L101 231,400 0 0.00 12,366 -40.87 16.4717
2020-02-14 2019-12-31 13F WAYFAIR CL A 94419L101 231,400 0 0.00 20,912 -19.40 16.5805
2019-11-14 2019-09-30 13F WAYFAIR CL A 94419L101 231,400 0 0.00 25,945 -23.20 18.9472
2019-08-14 2019-06-30 13F WAYFAIR CL A 94419L101 231,400 0 0.00 33,784 -1.65 23.2985
2019-05-15 2019-03-31 13F WAYFAIR CL A 94419L101 231,400 0 0.00 34,351 64.79 25.5921
2019-02-14 2018-12-31 13F WAYFAIR CL A 94419L101 231,400 6,500 2.89 20,845 -37.23 17.5386
2018-11-14 2018-09-30 13F WAYFAIR CL A 94419L101 224,900 0 0.00 33,211 24.34 21.2036
2018-08-14 2018-06-30 13F WAYFAIR CL A 94419L101 224,900 0 0.00 26,709 75.87 17.5662
2018-05-15 2018-03-31 13F WAYFAIR CL A 94419L101 224,900 0 0.00 15,187 -15.88 11.1849
2018-02-14 2017-12-31 13F WAYFAIR CL A 94419L101 224,900 0 0.00 18,053 19.10 15.1591
2017-11-14 2017-09-30 13F WAYFAIR CL A 94419L101 224,900 0 0.00 15,158 -12.33 14.4954
2017-08-14 2017-06-30 13F WAYFAIR CL A 94419L101 224,900 0 0.00 17,290 89.87 15.2652
2017-05-15 2017-03-31 13F WAYFAIR CL A 94419L101 224,900 0 0.00 9,106 15.51 10.4209
2017-02-14 2016-12-31 13F WAYFAIR CL A 94419L101 224,900 0 0.00 7,883 -10.97 8.5580
2016-11-14 2016-09-30 13F WAYFAIR CL A 94419L101 224,900 224,900 8,854 9.3513
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.