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Bryce Point Capital’s Wayfair W Stock Holding History

Bryce Point 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
2025
Q3 		$739K Buy
+8,271
New +$606K 0.9% 2
2025
Q1 		– Sell
-11,402
Closed -$505K – 460
2024
Q4 		$505K Buy
+11,402
New +$538K 0.15% 268

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

Bryce Point Capital's W Position: Q3 2025 in Review

Bryce Point Capital opened a new position in Wayfair (W) in Q3 2025: 8,271 shares worth $739K. The stake represents 0.9% of the portfolio and ranks #2 among its holdings. This is a return to the name: Bryce Point Capital previously reported a position in W as recently as Q4 2024.

Bryce Point Capital first reported a position in W in Q4 2024 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold W as of Q3 2025.

  • Bryce Point Capital held 8,271 shares of Wayfair worth $739K as of Q3 2025.
  • Wayfair was a new Bryce Point Capital position in Q3 2025.
  • Wayfair made up 0.9% of Bryce Point Capital's portfolio in Q3 2025, its #2 holding.
  • Bryce Point Capital first reported a position in Wayfair in Q4 2024 and has held it in 2 quarters since.
  • 412 funds tracked by Wall St. Rank held Wayfair as of Q3 2025.

Based on Bryce Point Capital's 13F filing for Q3 2025, filed 6 Nov 2025.