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Bares Capital Management’s Wayfair W Stock Holding History

Bares Capital 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
2025
Q3 		$60.1M Sell
672,486
-63,526
-9% -$4.65M 5.54% 8
2025
Q2 		$37.6M Sell
736,012
-59,049
-7% -$2.2M 3.65% 9
2025
Q1 		$25.5M Sell
795,061
-173,288
-18% -$7.2M 2.99% 8
2024
Q4 		$42.9M Sell
968,349
-15,173
-2% -$716K 3.86% 8
2024
Q3 		$55.3M Sell
983,522
-422,060
-30% -$20.3M 5.03% 7
2024
Q2 		$74.1M Sell
1,405,582
-430,500
-23% -$25.6M 3.56% 8
2024
Q1 		$125M Sell
1,836,082
-388,825
-17% -$22M 4.95% 8
2023
Q4 		$137M Sell
2,224,907
-35,879
-2% -$1.88M 5.39% 8
2023
Q3 		$137M Sell
2,260,786
-7,949
-0.4% -$553K 5.85% 8
2023
Q2 		$147M Sell
2,268,735
-200
-0% -$8.43K 5.1% 9
2023
Q1 		$77.9M Sell
2,268,935
-187,764
-8% -$8.31M 2.76% 11
2022
Q4 		$80.8M Sell
2,456,699
-400,000
-14% -$14M 3.08% 11
2022
Q3 		$93M Sell
2,856,699
-2,057,420
-42% -$109M 3.63% 11
2022
Q2 		$214M Buy
4,914,119
+362,256
+8% +$25.5M 7.83% 4
2022
Q1 		$504M Buy
4,551,863
+1,649,230
+57% +$232M 11.73% 3
2021
Q4 		$551M Buy
2,902,633
+179,344
+7% +$42.3M 11.02% 3
2021
Q3 		$696M Buy
2,723,289
+202,667
+8% +$57.2M 12.48% 2
2021
Q2 		$796M Sell
2,520,622
-67,326
-3% -$21.1M 14.15% 2
2021
Q1 		$815M Buy
2,587,948
+1,724
+0.1% +$509K 15.23% 2
2020
Q4 		$584M Buy
2,586,224
+9,278
+0.4% +$2.46M 10.8% 4
2020
Q3 		$750M Sell
2,576,946
-413,096
-14% -$113M 15.83% 2
2020
Q2 		$591M Sell
2,990,042
-1,768,933
-37% -$265M 14.58% 2
2020
Q1 		$254M Buy
4,758,975
+345,873
+8% +$26.5M 9.17% 6
2019
Q4 		$399M Buy
4,413,102
+2,011,660
+84% +$188M 11.18% 2
2019
Q3 		$269M Buy
2,401,442
+738,116
+44% +$94.4M 8.08% 5
2019
Q2 		$243M Buy
1,663,326
+70,137
+4% +$10.5M 6.65% 7
2019
Q1 		$237M Buy
+1,593,189
New +$208M 6.65% 7

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bares Capital Management's W Position: Q3 2025 in Review

Bares Capital Management reduced its Wayfair (W) stake by 8.6% in Q3 2025, selling an estimated $4.65M and leaving 672,486 shares worth $60.1M. The position accounts for 5.54% of the portfolio, ranked #8.

Bares Capital Management first reported a position in W in Q1 2019 and has held it in 27 quarters since. The position peaked at $815M in Q1 2021. 412 funds tracked by Wall St. Rank hold W as of Q3 2025.

  • Bares Capital Management held 672,486 shares of Wayfair worth $60.1M as of Q3 2025.
  • Bares Capital Management sold 63,526 Wayfair shares in Q3 2025, an estimated $4.65M.
  • Wayfair made up 5.54% of Bares Capital Management's portfolio in Q3 2025, its #8 holding.
  • Bares Capital Management first reported a position in Wayfair in Q1 2019 and has held it in 27 quarters since.
  • Bares Capital Management's Wayfair position peaked at $815M in Q1 2021.
  • 412 funds tracked by Wall St. Rank held Wayfair as of Q3 2025.

Based on Bares Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.