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 $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

Contour Asset Management's W Position: Q1 2026 in Review

Contour Asset Management opened a new position in Wayfair (W) in Q1 2026: 328,708 shares worth $24.7M. The stake represents 0.8% of the portfolio and ranks #26 among its holdings. This is a return to the name: Contour Asset Management previously reported a position in W as recently as Q1 2025.

Contour Asset Management first reported a position in W in Q2 2015 and has held it in 23 quarters since. The position peaked at $93.1M in Q4 2015. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Contour Asset Management held 328,708 shares of Wayfair worth $24.7M as of Q1 2026.
Wayfair was a new Contour Asset Management position in Q1 2026.
Wayfair made up 0.8% of Contour Asset Management's portfolio in Q1 2026, its #26 holding.
Contour Asset Management first reported a position in Wayfair in Q2 2015 and has held it in 23 quarters since.
Contour Asset Management's Wayfair position peaked at $93.1M in Q4 2015.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

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