Divisadero Street Capital Management’s Wayfair W Stock Holding History

Divisadero Street 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 Q2	–	Sell	-3,500	Closed	-$263K	–	168
2026 Q1	$263K	Buy	+3,500	New	+$317K	0.01%	109
2025 Q4	–	Sell	-21,591	Closed	-$1.93M	–	178
2025 Q3	$1.93M	Buy	+21,591	New	+$1.58M	0.08%	111

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

Divisadero Street Capital Management's W Position: Q2 2026 in Review

Divisadero Street Capital Management sold out of Wayfair (W) in Q2 2026, closing a stake of 3,500 shares — an estimated $263K sold.

Divisadero Street Capital Management first reported a position in W in Q3 2025 and held it in 2 quarters. The position peaked at $1.93M in Q3 2025. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

Divisadero Street Capital Management reported no remaining Wayfair position as of Q2 2026 after selling out during the quarter.
Divisadero Street Capital Management sold 3,500 Wayfair shares in Q2 2026, an estimated $263K.
Divisadero Street Capital Management first reported a position in Wayfair in Q3 2025 and held it in 2 quarters.
Divisadero Street Capital Management's Wayfair position peaked at $1.93M in Q3 2025.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Divisadero Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.