Aragon Global Management’s Wayfair W Stock Holding History

Aragon Global Management’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 Q2	$1.59M	Buy	17,250 +10,050	+140%	+$740K	0.6%	21
2026 Q1	$542K	Buy	+7,200	New	+$651K	0.38%	16

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Aragon Global Management's W Position: Q2 2026 in Review

Aragon Global Management increased its Wayfair (W) stake by 140% in Q2 2026, buying an estimated $740K and bringing the position to 17,250 shares worth $1.59M. The position accounts for 0.6% of the portfolio, ranked #21.

Aragon Global Management first reported a position in W in Q1 2026 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

Aragon Global Management held 17,250 shares of Wayfair worth $1.59M as of Q2 2026.
Aragon Global Management bought 10,050 Wayfair shares in Q2 2026, an estimated $740K.
Wayfair made up 0.6% of Aragon Global Management's portfolio in Q2 2026, its #21 holding.
Aragon Global Management first reported a position in Wayfair in Q1 2026 and has held it in 2 quarters since.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Aragon Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.