ExodusPoint Capital Management’s Wayfair W Stock Holding History

ExodusPoint 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
2025 Q2	–	Sell	-31,693	Closed	-$1.01M	–	2009
2025 Q1	$1.01M	Buy	+31,693	New	+$1.32M	0.01%	917
2024 Q1	–	Sell	-58,606	Closed	-$3.62M	–	2003
2023 Q4	$3.62M	Sell	58,606 -6,222	-10%	-$325K	0.02%	420
2023 Q3	$3.93M	Buy	64,828 +46,913	+262%	+$3.26M	0.04%	436
2023 Q2	$1.17M	Sell	17,915 -20,945	-54%	-$882K	0.01%	1040
2023 Q1	$1.33M	Buy	38,860 +3,130	+9%	+$139K	0.01%	1037
2022 Q4	$1.18M	Sell	35,730 -17,486	-33%	-$610K	0.02%	876
2022 Q3	$1.73M	Buy	+53,216	New	+$2.81M	0.02%	862
2021 Q3	–	Sell	-9,992	Closed	-$3.15M	–	2690
2021 Q2	$3.15M	Buy	9,992 +1,894	+23%	+$593K	0.03%	503
2021 Q1	$2.55M	Buy	+8,098	New	+$2.39M	0.04%	479
2020 Q4	–	Sell	-2,176	Closed	-$633K	–	2417
2020 Q3	$633K	Buy	+2,176	New	+$595K	0.01%	892
2020 Q1	–	Sell	-6,600	Closed	-$596K	–	1684
2019 Q4	$596K	Buy	+6,600	New	+$616K	0.01%	776
2019 Q3	–	Sell	-4,500	Closed	-$657K	–	1671
2019 Q2	$657K	Buy	+4,500	New	+$677K	0.03%	373

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

ExodusPoint Capital Management's W Position: Q2 2025 in Review

ExodusPoint Capital Management sold out of Wayfair (W) in Q2 2025, closing a stake of 31,693 shares — an estimated $1.01M sold.

ExodusPoint Capital Management first reported a position in W in Q2 2019 and held it in 12 quarters. The position peaked at $3.93M in Q3 2023. 334 funds tracked by Wall St. Rank hold W as of Q2 2025.

ExodusPoint Capital Management reported no remaining Wayfair position as of Q2 2025 after selling out during the quarter.
ExodusPoint Capital Management sold 31,693 Wayfair shares in Q2 2025, an estimated $1.01M.
ExodusPoint Capital Management first reported a position in Wayfair in Q2 2019 and held it in 12 quarters.
ExodusPoint Capital Management's Wayfair position peaked at $3.93M in Q3 2023.
334 funds tracked by Wall St. Rank held Wayfair as of Q2 2025.

Based on ExodusPoint Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.