AXQ Capital’s Wayfair W Stock Holding History

AXQ Capital’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	$2.72M	Buy	36,216 +22,298	+160%	+$2.02M	0.35%	55
2025 Q4	$1.4M	Buy	+13,918	New	+$1.34M	0.32%	85
2025 Q2	–	Sell	-14,771	Closed	-$473K	–	800
2025 Q1	$473K	Buy	14,771 +6,565	+80%	+$273K	0.19%	200
2024 Q4	$364K	Buy	+8,206	New	+$387K	0.16%	223
2024 Q2	–	Sell	-9,400	Closed	-$638K	–	756
2024 Q1	$638K	Buy	+9,400	New	+$531K	0.15%	240
2023 Q4	–	Sell	-10,646	Closed	-$645K	–	814
2023 Q3	$645K	Buy	+10,646	New	+$740K	0.23%	173

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

AXQ Capital's W Position: Q1 2026 in Review

AXQ Capital increased its Wayfair (W) stake by 160% in Q1 2026, buying an estimated $2.02M and bringing the position to 36,216 shares worth $2.72M. The position accounts for 0.35% of the portfolio, ranked #55.

AXQ Capital first reported a position in W in Q3 2023 and has held it in 6 quarters since. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

AXQ Capital held 36,216 shares of Wayfair worth $2.72M as of Q1 2026.
AXQ Capital bought 22,298 Wayfair shares in Q1 2026, an estimated $2.02M.
Wayfair made up 0.35% of AXQ Capital's portfolio in Q1 2026, its #55 holding.
AXQ Capital first reported a position in Wayfair in Q3 2023 and has held it in 6 quarters since.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.