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
2026 Q2	$292K	Buy	+3,156	New	+$232K	﹤0.01%	1361
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 $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

ExodusPoint Capital Management's W Position: Q2 2026 in Review

ExodusPoint Capital Management opened a new position in Wayfair (W) in Q2 2026: 3,156 shares worth $292K. The stake represents ﹤0.01% of the portfolio and ranks #1361 among its holdings. This is a return to the name: ExodusPoint Capital Management previously reported a position in W as recently as Q1 2025.

ExodusPoint Capital Management first reported a position in W in Q2 2019 and has held it in 13 quarters since. The position peaked at $3.93M in Q3 2023. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

ExodusPoint Capital Management held 3,156 shares of Wayfair worth $292K as of Q2 2026.
Wayfair was a new ExodusPoint Capital Management position in Q2 2026.
Wayfair made up ﹤0.01% of ExodusPoint Capital Management's portfolio in Q2 2026, its #1361 holding.
ExodusPoint Capital Management first reported a position in Wayfair in Q2 2019 and has held it in 13 quarters since.
ExodusPoint Capital Management's Wayfair position peaked at $3.93M in Q3 2023.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

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