Bayesian Capital Management’s Wayfair W Stock Holding History

Bayesian 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
2026 Q1	$211K	Buy	+2,800	New	+$253K	0.26%	110
2025 Q4	–	Sell	-5,200	Closed	-$465K	–	544
2025 Q3	$465K	Sell	5,200 -13,411	-72%	-$982K	0.09%	293
2025 Q2	$952K	Buy	+18,611	New	+$695K	0.15%	185
2025 Q1	–	Sell	-20,300	Closed	-$900K	–	996
2024 Q4	$900K	Buy	+20,300	New	+$957K	0.11%	247
2024 Q3	–	Sell	-6,462	Closed	-$341K	–	1068
2024 Q2	$341K	Sell	6,462 -40,100	-86%	-$2.38M	0.04%	474
2024 Q1	$3.16M	Buy	46,562 +15,200	+48%	+$859K	0.3%	84
2023 Q4	$1.94M	Buy	31,362 +1,000	+3%	+$52.3K	0.21%	133
2023 Q3	$1.84M	Sell	30,362 -30,300	-50%	-$2.11M	0.21%	121
2023 Q2	$3.94M	Buy	60,662 +24,700	+69%	+$1.04M	0.42%	39
2023 Q1	$1.23M	Buy	+35,962	New	+$1.59M	0.15%	201
2022 Q1	–	Sell	-2,200	Closed	-$418K	–	938
2021 Q4	$418K	Buy	+2,200	New	+$519K	0.13%	204
2021 Q3	–	Sell	-667	Closed	-$211K	–	567
2021 Q2	$211K	Buy	+667	New	+$209K	0.06%	354
2021 Q1	–	Sell	-2,500	Closed	-$565K	–	705
2020 Q4	$565K	Buy	+2,500	New	+$664K	0.15%	196
2019 Q3	–	Sell	-7,908	Closed	-$1.16M	–	708
2019 Q2	$1.16M	Sell	7,908 -6,500	-45%	-$978K	0.24%	119
2019 Q1	$2.14M	Buy	+14,408	New	+$1.88M	0.41%	65
2018 Q4	–	Sell	-12,978	Closed	-$1.92M	–	805
2018 Q3	$1.92M	Buy	+12,978	New	+$1.65M	0.31%	76
2017 Q3	–	Sell	-9,800	Closed	-$753K	–	659
2017 Q2	$753K	Buy	+9,800	New	+$581K	0.28%	122

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

Bayesian Capital Management's W Position: Q1 2026 in Review

Bayesian Capital Management opened a new position in Wayfair (W) in Q1 2026: 2,800 shares worth $211K. The stake represents 0.26% of the portfolio and ranks #110 among its holdings. This is a return to the name: Bayesian Capital Management previously reported a position in W as recently as Q3 2025.

Bayesian Capital Management first reported a position in W in Q2 2017 and has held it in 17 quarters since. The position peaked at $3.94M in Q2 2023. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Bayesian Capital Management held 2,800 shares of Wayfair worth $211K as of Q1 2026.
Wayfair was a new Bayesian Capital Management position in Q1 2026.
Wayfair made up 0.26% of Bayesian Capital Management's portfolio in Q1 2026, its #110 holding.
Bayesian Capital Management first reported a position in Wayfair in Q2 2017 and has held it in 17 quarters since.
Bayesian Capital Management's Wayfair position peaked at $3.94M in Q2 2023.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

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