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W icon

Gavin Baker’s Wayfair W Stock Holding History

Gavin Baker’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 		$78M Sell
843,860
-587,137
-41% -$43.3M 0.54% 28
2026
Q1 		$108M Buy
1,430,997
+560,133
+64% +$50.7M 2.15% 13
2025
Q4 		$87.4M Buy
870,864
+16,474
+2% +$1.58M 1.07% 28
2025
Q3 		$76.3M Buy
854,390
+127,214
+17% +$9.32M 1.49% 22
2025
Q2 		$37.2M Buy
727,176
+78,106
+12% +$2.92M 1.03% 34
2025
Q1 		$20.8M Sell
649,070
-224,536
-26% -$9.34M 0.63% 33
2024
Q4 		$38.7M Sell
873,606
-516,931
-37% -$24.4M 0.85% 29
2024
Q3 		$78.1M Sell
1,390,537
-156,849
-10% -$7.56M 1.99% 19
2024
Q2 		$81.6M Buy
1,547,386
+649,037
+72% +$38.5M 2.66% 16
2024
Q1 		$61M Buy
898,349
+430,756
+92% +$24.4M 1.38% 22
2023
Q4 		$28.9M Sell
467,593
-503,613
-52% -$26.3M 0.95% 32
2023
Q3 		$58.8M Buy
971,206
+16,932
+2% +$1.18M 1.92% 16
2023
Q2 		$62M Buy
954,274
+566,308
+146% +$23.9M 1.59% 22
2023
Q1 		$13.3M Buy
387,966
+102,743
+36% +$4.55M 0.41% 29
2022
Q4 		$9.38M Buy
285,223
+14,065
+5% +$491K 0.37% 30
2022
Q3 		$8.83M Buy
271,158
+120,846
+80% +$6.39M 0.23% 35
2022
Q2 		$6.55M Sell
150,312
-167,365
-53% -$11.8M 0.24% 35
2022
Q1 		$35.2M Buy
317,677
+4,709
+2% +$663K 1.08% 27
2021
Q4 		$59.5M Buy
312,968
+10,695
+4% +$2.52M 1.86% 21
2021
Q3 		$77.2M Buy
302,273
+6,009
+2% +$1.69M 1.82% 22
2021
Q2 		$93.5M Buy
296,264
+23,050
+8% +$7.22M 1.67% 20
2021
Q1 		$86M Buy
+273,214
New +$80.6M 1.94% 14
2020
Q1 		– Sell
-184,619
Closed -$16.7M – 32
2019
Q4 		$16.7M Buy
+184,619
New +$17.2M 3.83% 10

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Gavin Baker's W Position: Q2 2026 in Review

Gavin Baker reduced its Wayfair (W) stake by 41% in Q2 2026, selling an estimated $43.3M and leaving 843,860 shares worth $78M. The position accounts for 0.54% of the portfolio, ranked #28.

Gavin Baker first reported a position in W in Q4 2019 and has held it in 23 quarters since. The position peaked at $108M in Q1 2026. 453 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Gavin Baker held 843,860 shares of Wayfair worth $78M as of Q2 2026.
  • Gavin Baker sold 587,137 Wayfair shares in Q2 2026, an estimated $43.3M.
  • Wayfair made up 0.54% of Gavin Baker's portfolio in Q2 2026, its #28 holding.
  • Gavin Baker first reported a position in Wayfair in Q4 2019 and has held it in 23 quarters since.
  • Gavin Baker's Wayfair position peaked at $108M in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

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