Atom Investors’s Wayfair W Stock Holding History

Atom Investors’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	$3.24M	Buy	43,134 +14,351	+50%	+$1.3M	0.23%	141
2025 Q4	$2.89M	Buy	+28,783	New	+$2.77M	0.23%	147
2025 Q3	–	Sell	-8,199	Closed	-$419K	–	847
2025 Q2	$419K	Sell	8,199 -7,874	-49%	-$294K	0.04%	380
2025 Q1	$515K	Sell	16,073 -16,700	-51%	-$694K	0.06%	293
2024 Q4	$1.45M	Buy	32,773 +3,035	+10%	+$143K	0.18%	164
2024 Q3	$1.67M	Buy	29,738 +3,427	+13%	+$165K	0.17%	181
2024 Q2	$1.39M	Buy	+26,311	New	+$1.56M	0.14%	203
2023 Q4	–	Sell	-5,764	Closed	-$349K	–	560
2023 Q3	$349K	Buy	+5,764	New	+$401K	0.08%	296
2021 Q2	–	Sell	-1,185	Closed	-$373K	–	342
2021 Q1	$373K	Buy	+1,185	New	+$350K	0.06%	174

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Atom Investors's W Position: Q1 2026 in Review

Atom Investors increased its Wayfair (W) stake by 50% in Q1 2026, buying an estimated $1.3M and bringing the position to 43,134 shares worth $3.24M. The position accounts for 0.23% of the portfolio, ranked #141.

Atom Investors first reported a position in W in Q1 2021 and has held it in 9 quarters since. 444 funds tracked by Wall St. Rank hold W as of Q1 2026.

Atom Investors held 43,134 shares of Wayfair worth $3.24M as of Q1 2026.
Atom Investors bought 14,351 Wayfair shares in Q1 2026, an estimated $1.3M.
Wayfair made up 0.23% of Atom Investors's portfolio in Q1 2026, its #141 holding.
Atom Investors first reported a position in Wayfair in Q1 2021 and has held it in 9 quarters since.
444 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.