Adage Capital Partners
W icon

Adage Capital Partners’s Wayfair W Stock Holding History

Adage Capital Partners’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25M Buy
+333,000
New +$30.1M 0.04% 412
2024
Q2 		– Sell
-140,000
Closed -$9.5M – 950
2024
Q1 		$9.5M Sell
140,000
-385,000
-73% -$21.8M 0.02% 612
2023
Q4 		$32.4M Buy
525,000
+475,000
+950% +$24.8M 0.07% 299
2023
Q3 		$3.03M Buy
50,000
+25,000
+100% +$1.74M 0.01% 717
2023
Q2 		$1.63M Buy
+25,000
New +$1.05M ﹤0.01% 751
2022
Q1 		– Sell
-54,181
Closed -$10.3M – 1136
2021
Q4 		$10.3M Sell
54,181
-500,000
-90% -$118M 0.02% 681
2021
Q3 		$142M Sell
554,181
-150,000
-21% -$42.3M 0.28% 73
2021
Q2 		$222M Buy
704,181
+60,000
+9% +$18.8M 0.44% 39
2021
Q1 		$203M Buy
644,181
+315,023
+96% +$93M 0.41% 46
2020
Q4 		$74.3M Sell
329,158
-317,730
-49% -$84.3M 0.16% 137
2020
Q3 		$188M Sell
646,888
-313,112
-33% -$85.7M 0.47% 40
2020
Q2 		$190M Buy
+960,000
New +$144M 0.49% 36
2019
Q4 		– Sell
-200,688
Closed -$22.5M – 763
2019
Q3 		$22.5M Sell
200,688
-526,000
-72% -$67.3M 0.06% 337
2019
Q2 		$106M Buy
726,688
+252,034
+53% +$37.9M 0.26% 98
2019
Q1 		$70.5M Sell
474,654
-2,445,000
-84% -$319M 0.18% 150
2018
Q4 		$263M Buy
2,919,654
+1,894,654
+185% +$199M 0.73% 25
2018
Q3 		$151M Buy
1,025,000
+25,000
+3% +$3.18M 0.34% 74
2018
Q2 		$119M Sell
1,000,000
-1,394,552
-58% -$121M 0.27% 92
2018
Q1 		$162M Buy
2,394,552
+1,489,306
+165% +$125M 0.38% 70
2017
Q4 		$72.7M Sell
905,246
-175,000
-16% -$12.3M 0.16% 153
2017
Q3 		$72.8M Buy
1,080,246
+250,246
+30% +$18.6M 0.18% 161
2017
Q2 		$63.8M Sell
830,000
-920,000
-53% -$54.5M 0.16% 179
2017
Q1 		$70.9M Buy
1,750,000
+1,080,000
+161% +$42.7M 0.18% 161
2016
Q4 		$23.5M Buy
+670,000
New +$24.1M 0.06% 338

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Adage Capital Partners's W Position: Q1 2026 in Review

Adage Capital Partners opened a new position in Wayfair (W) in Q1 2026: 333,000 shares worth $25M. The stake represents 0.04% of the portfolio and ranks #412 among its holdings. This is a return to the name: Adage Capital Partners previously reported a position in W as recently as Q1 2024.

Adage Capital Partners first reported a position in W in Q4 2016 and has held it in 24 quarters since. The position peaked at $263M in Q4 2018. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Adage Capital Partners held 333,000 shares of Wayfair worth $25M as of Q1 2026.
  • Wayfair was a new Adage Capital Partners position in Q1 2026.
  • Wayfair made up 0.04% of Adage Capital Partners's portfolio in Q1 2026, its #412 holding.
  • Adage Capital Partners first reported a position in Wayfair in Q4 2016 and has held it in 24 quarters since.
  • Adage Capital Partners's Wayfair position peaked at $263M in Q4 2018.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.