David Shaw’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.3M | Sell |
241,600
-28,400
| -11% | -$2.09M | 0.01% | 1220 |
|
|
2026
Q1 | $20.3M | Sell |
270,000
-300,300
| -53% | -$27.2M | 0.01% | 1138 |
|
|
2025
Q4 | $57.3M | Sell |
570,300
-62,500
| -10% | -$6.01M | 0.03% | 646 |
|
|
2025
Q3 | $56.5M | Buy |
632,800
+50,500
| +9% | +$3.7M | 0.03% | 593 |
|
|
2025
Q2 | $29.8M | Sell |
582,300
-230,600
| -28% | -$8.61M | 0.02% | 815 |
|
|
2025
Q1 | $26M | Sell |
812,900
-58,200
| -7% | -$2.42M | 0.02% | 785 |
|
|
2024
Q4 | $38.6M | Buy |
871,100
+85,300
| +11% | +$4.02M | 0.03% | 683 |
|
|
2024
Q3 | $44.1M | Sell |
785,800
-22,500
| -3% | -$1.08M | 0.04% | 565 |
|
|
2024
Q2 | $42.6M | Sell |
808,300
-93,600
| -10% | -$5.56M | 0.04% | 504 |
|
|
2024
Q1 | $61.2M | Buy |
901,900
+269,600
| +43% | +$15.2M | 0.05% | 413 |
|
|
2023
Q4 | $39M | Sell |
632,300
-126,400
| -17% | -$6.61M | 0.03% | 575 |
|
|
2023
Q3 | $46M | Buy |
758,700
+384,700
| +103% | +$26.7M | 0.05% | 460 |
|
|
2023
Q2 | $24.3M | Sell |
374,000
-407,500
| -52% | -$17.2M | 0.02% | 770 |
|
|
2023
Q1 | $26.8M | Buy |
781,500
+638,600
| +447% | +$28.3M | 0.03% | 720 |
|
|
2022
Q4 | $4.7M | Sell |
142,900
-131,000
| -48% | -$4.57M | 0.01% | 2162 |
|
|
2022
Q3 | $8.91M | Sell |
273,900
-143,300
| -34% | -$7.57M | 0.01% | 1465 |
|
|
2022
Q2 | $18.2M | Buy |
417,200
+112,500
| +37% | +$7.91M | 0.02% | 928 |
|
|
2022
Q1 | $33.8M | Buy |
304,700
+54,100
| +22% | +$7.61M | 0.03% | 685 |
|
|
2021
Q4 | $47.6M | Buy |
250,600
+27,300
| +12% | +$6.44M | 0.04% | 571 |
|
|
2021
Q3 | $57.1M | Buy |
223,300
+6,500
| +3% | +$1.83M | 0.05% | 471 |
|
|
2021
Q2 | $68.4M | Buy |
216,800
+18,600
| +9% | +$5.83M | 0.06% | 404 |
|
|
2021
Q1 | $62.4M | Sell |
198,200
-51,600
| -21% | -$15.2M | 0.06% | 391 |
|
|
2020
Q4 | $56.4M | Buy |
249,800
+40,200
| +19% | +$10.7M | 0.05% | 444 |
|
|
2020
Q3 | $61M | Buy |
209,600
+91,500
| +77% | +$25M | 0.06% | 358 |
|
|
2020
Q2 | $23.3M | Sell |
118,100
-17,500
| -13% | -$2.62M | 0.03% | 703 |
|
|
2020
Q1 | $7.25M | Buy |
135,600
+24,300
| +22% | +$1.86M | 0.01% | 1191 |
|
|
2019
Q4 | $10.1M | Buy |
111,300
+42,800
| +62% | +$3.99M | 0.01% | 1203 |
|
|
2019
Q3 | $7.68M | Buy |
68,500
+51,100
| +294% | +$6.54M | 0.01% | 1346 |
|
|
2019
Q2 | $2.54M | Buy |
17,400
+400
| +2% | +$60.2K | ﹤0.01% | 2069 |
|
|
2019
Q1 | $2.52M | Sell |
17,000
-23,800
| -58% | -$3.1M | ﹤0.01% | 1994 |
|
|
2018
Q4 | $3.67M | Buy |
40,800
+28,500
| +232% | +$3M | 0.01% | 1717 |
|
|
2018
Q3 | $1.82M | Buy |
12,300
+1,500
| +14% | +$191K | ﹤0.01% | 2260 |
|
|
2018
Q2 | $1.28M | Buy |
+10,800
| New | +$937K | ﹤0.01% | 2533 |
|
Other funds holding W
JT
SHIM
David Shaw's W Position: Q2 2026 in Review
David Shaw increased its Wayfair (W) stake by 166% in Q2 2026, buying an estimated $113M and bringing the position to 2,467,411 shares worth $228M. The position accounts for 0.11% of the portfolio, ranked #189.
David Shaw first reported a position in W in Q4 2014 and has held it in 44 quarters since. The position peaked at $443M in Q3 2020. 453 funds tracked by Wall St. Rank hold W as of Q2 2026.
- David Shaw held 2,467,411 shares of Wayfair worth $228M as of Q2 2026.
- David Shaw bought 1,538,183 Wayfair shares in Q2 2026, an estimated $113M.
- Wayfair made up 0.11% of David Shaw's portfolio in Q2 2026, its #189 holding.
- David Shaw first reported a position in Wayfair in Q4 2014 and has held it in 44 quarters since.
- David Shaw's Wayfair position peaked at $443M in Q3 2020.
- 453 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.
Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.