Geode Capital Management
W icon

Geode Capital Management’s Wayfair W Stock Holding History

Geode 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
Q1 		$167M Buy
2,213,897
+310,678
+16% +$28.1M 0.01% 806
2025
Q4 		$191M Buy
1,903,219
+185,897
+11% +$17.9M 0.01% 738
2025
Q3 		$153M Buy
1,717,322
+55,826
+3% +$4.09M 0.01% 827
2025
Q2 		$85M Buy
1,661,496
+59,083
+4% +$2.21M 0.01% 1123
2025
Q1 		$51.3M Buy
1,602,413
+55,481
+4% +$2.31M ﹤0.01% 1355
2024
Q4 		$68.6M Buy
1,546,932
+22,078
+1% +$1.04M 0.01% 1228
2024
Q3 		$85.7M Buy
1,524,854
+35,268
+2% +$1.7M 0.01% 1086
2024
Q2 		$78.6M Buy
1,489,586
+98,096
+7% +$5.82M 0.01% 1073
2024
Q1 		$94.5M Buy
1,391,490
+58,723
+4% +$3.32M 0.01% 951
2023
Q4 		$82.2M Buy
1,332,767
+69,917
+6% +$3.65M 0.01% 995
2023
Q3 		$76.5M Buy
1,262,850
+102,123
+9% +$7.1M 0.01% 936
2023
Q2 		$75.5M Buy
1,160,727
+92,546
+9% +$3.9M 0.01% 967
2023
Q1 		$36.7M Buy
1,068,181
+33,383
+3% +$1.48M ﹤0.01% 1400
2022
Q4 		$34M Buy
1,034,798
+56,321
+6% +$1.97M ﹤0.01% 1409
2022
Q3 		$31.8M Sell
978,477
-7,025
-0.7% -$371K ﹤0.01% 1407
2022
Q2 		$42.9M Buy
985,502
+25,207
+3% +$1.77M 0.01% 1231
2022
Q1 		$106M Buy
960,295
+34,511
+4% +$4.86M 0.01% 738
2021
Q4 		$176M Buy
925,784
+37,909
+4% +$8.95M 0.02% 580
2021
Q3 		$227M Buy
887,875
+15,347
+2% +$4.33M 0.03% 497
2021
Q2 		$275M Buy
872,528
+44,487
+5% +$13.9M 0.04% 435
2021
Q1 		$260M Buy
828,041
+53,493
+7% +$15.8M 0.04% 423
2020
Q4 		$175M Buy
774,548
+91,881
+13% +$24.4M 0.03% 504
2020
Q3 		$198M Sell
682,667
-11,544
-2% -$3.16M 0.04% 406
2020
Q2 		$137M Buy
694,211
+21,673
+3% +$3.24M 0.03% 476
2020
Q1 		$35.9M Buy
672,538
+31,078
+5% +$2.38M 0.01% 937
2019
Q4 		$57.9M Buy
641,460
+18,551
+3% +$1.73M 0.01% 845
2019
Q3 		$69.8M Buy
622,909
+12,666
+2% +$1.62M 0.02% 717
2019
Q2 		$89M Buy
610,243
+7,208
+1% +$1.08M 0.02% 613
2019
Q1 		$89.5M Buy
603,035
+10,865
+2% +$1.42M 0.02% 581
2018
Q4 		$53.3M Buy
592,170
+78,626
+15% +$8.27M 0.02% 701
2018
Q3 		$75.8M Buy
513,544
+119,245
+30% +$15.2M 0.02% 611
2018
Q2 		$46.8M Buy
394,299
+60,432
+18% +$5.25M 0.01% 792
2018
Q1 		$22.5M Buy
333,867
+1,704
+0.5% +$143K 0.01% 1185
2017
Q4 		$26.7M Buy
332,163
+15,916
+5% +$1.12M 0.01% 1065
2017
Q3 		$21.3M Buy
316,247
+65,647
+26% +$4.87M 0.01% 1188
2017
Q2 		$19.3M Buy
250,600
+17,357
+7% +$1.03M 0.01% 1212
2017
Q1 		$9.44M Buy
233,243
+21,119
+10% +$835K ﹤0.01% 1655
2016
Q4 		$7.43M Buy
212,124
+21,189
+11% +$762K ﹤0.01% 1792
2016
Q3 		$7.52M Buy
190,935
+13,680
+8% +$553K ﹤0.01% 1680
2016
Q2 		$6.91M Buy
177,255
+23,218
+15% +$926K ﹤0.01% 1684
2016
Q1 		$6.66K Buy
154,037
+5,210
+4% +$216K ﹤0.01% 1664
2015
Q4 		$7.09M Buy
148,827
+12,014
+9% +$508K ﹤0.01% 1618
2015
Q3 		$4.8M Buy
136,813
+64,581
+89% +$2.48M ﹤0.01% 1871
2015
Q2 		$2.72M Buy
72,232
+5,029
+7% +$163K ﹤0.01% 2306
2015
Q1 		$2.16M Buy
67,203
+5,795
+9% +$144K ﹤0.01% 2392
2014
Q4 		$1.22M Buy
+61,408
New +$1.47M ﹤0.01% 2723

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management's W Position: Q1 2026 in Review

Geode Capital Management increased its Wayfair (W) stake by 16% in Q1 2026, buying an estimated $28.1M and bringing the position to 2,213,897 shares worth $167M. The position accounts for 0.01% of the portfolio, ranked #806.

Geode Capital Management first reported a position in W in Q4 2014 and has held it in 46 quarters since. The position peaked at $275M in Q2 2021. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Geode Capital Management held 2,213,897 shares of Wayfair worth $167M as of Q1 2026.
  • Geode Capital Management bought 310,678 Wayfair shares in Q1 2026, an estimated $28.1M.
  • Wayfair made up 0.01% of Geode Capital Management's portfolio in Q1 2026, its #806 holding.
  • Geode Capital Management first reported a position in Wayfair in Q4 2014 and has held it in 46 quarters since.
  • Geode Capital Management's Wayfair position peaked at $275M in Q2 2021.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.