Contour Asset Management’s Wayfair W Stock Holding History

Contour Asset 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
2020 Q4	–	Sell	-63,900	Closed	-$18.6M	–	47
2020 Q3	$18.6M	Buy	+63,900	New	+$17.5M	0.76%	32
2019 Q3	–	Sell	-196,100	Closed	-$28.6M	–	40
2019 Q2	$28.6M	Buy	+196,100	New	+$29.5M	1.91%	21
2018 Q4	–	Sell	-559,600	Closed	-$82.6M	–	42
2018 Q3	$82.6M	Sell	559,600 -395,400	-41%	-$50.3M	2.89%	15
2018 Q2	$113M	Sell	955,000 -177,400	-16%	-$15.4M	4.69%	7
2018 Q1	$76.5M	Buy	+1,132,400	New	+$95.1M	3.94%	8
2017 Q4	–	Sell	-352,400	Closed	-$23.8M	–	34
2017 Q3	$23.8M	Buy	+352,400	New	+$26.2M	1.33%	25

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Contour Asset Management's W Position: Q2 2026 in Review

Contour Asset Management increased its Wayfair (W) stake by 629% in Q2 2026, buying an estimated $152M and bringing the position to 2,396,292 shares worth $221M. The position accounts for 5.24% of the portfolio, ranked #7.

Contour Asset Management first reported a position in W in Q2 2015 and has held it in 24 quarters since. 456 funds tracked by Wall St. Rank hold W as of Q2 2026.

Contour Asset Management held 2,396,292 shares of Wayfair worth $221M as of Q2 2026.
Contour Asset Management bought 2,067,584 Wayfair shares in Q2 2026, an estimated $152M.
Wayfair made up 5.24% of Contour Asset Management's portfolio in Q2 2026, its #7 holding.
Contour Asset Management first reported a position in Wayfair in Q2 2015 and has held it in 24 quarters since.
456 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Contour Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.