GIG
W icon

Goodnow Investment Group’s Wayfair W Stock Holding History

Goodnow Investment Group’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 		$48M Buy
638,592
+5,640
+0.9% +$510K 5.26% 6
2025
Q4 		$63.6M Sell
632,952
-16,696
-3% -$1.61M 5.93% 4
2025
Q3 		$58M Sell
649,648
-26,220
-4% -$1.92M 5.55% 6
2025
Q2 		$34.6M Buy
675,868
+109,090
+19% +$4.07M 3.22% 11
2025
Q1 		$18.2M Buy
566,778
+4,060
+0.7% +$169K 1.96% 15
2024
Q4 		$24.9M Buy
562,718
+119,410
+27% +$5.63M 2.46% 14
2024
Q3 		$24.9M Buy
443,308
+55,270
+14% +$2.66M 2.64% 15
2024
Q2 		$20.5M Buy
388,038
+25,920
+7% +$1.54M 2.37% 16
2024
Q1 		$24.6M Buy
362,118
+4,880
+1% +$276K 2.95% 15
2023
Q4 		$22M Buy
357,238
+43,530
+14% +$2.28M 3.1% 13
2023
Q3 		$19M Buy
313,708
+2,880
+0.9% +$200K 3.2% 14
2023
Q2 		$20.2M Buy
310,828
+42,460
+16% +$1.79M 2.91% 16
2023
Q1 		$9.22M Buy
268,368
+113,290
+73% +$5.02M 1.51% 16
2022
Q4 		$5.1M Sell
155,078
-45,700
-23% -$1.59M 0.82% 14
2022
Q3 		$6.54M Buy
200,778
+80
+0% +$4.23K 1.1% 14
2022
Q2 		$8.74M Sell
200,698
-5,960
-3% -$419K 1.35% 16
2022
Q1 		$22.9M Sell
206,658
-43,420
-17% -$6.11M 2.42% 14
2021
Q4 		$47.5M Sell
250,078
-71,792
-22% -$16.9M 4.02% 11
2021
Q3 		$82.2M Buy
321,870
+11,898
+4% +$3.36M 6.85% 4
2021
Q2 		$97.9M Sell
309,972
-30,156
-9% -$9.45M 8.21% 4
2021
Q1 		$107M Buy
340,128
+6,960
+2% +$2.05M 9.77% 3
2020
Q4 		$75.2M Buy
333,168
+108,233
+48% +$28.7M 7.59% 4
2020
Q3 		$65.5M Sell
224,935
-81,703
-27% -$22.4M 7.41% 4
2020
Q2 		$60.6M Sell
306,638
-9,300
-3% -$1.39M 7.21% 4
2020
Q1 		$16.9M Buy
315,938
+76,760
+32% +$5.87M 3.21% 12
2019
Q4 		$21.6M Sell
239,178
-7,629
-3% -$712K 2.89% 13
2019
Q3 		$27.7M Sell
246,807
-2,694
-1% -$345K 3.93% 8
2019
Q2 		$36.4M Buy
249,501
+8,194
+3% +$1.23M 4.84% 9
2019
Q1 		$35.8M Sell
241,307
-8,403
-3% -$1.1M 4.94% 9
2018
Q4 		$22.5M Sell
249,710
-30,838
-11% -$3.24M 4.24% 12
2018
Q3 		$41.4M Sell
280,548
-222
-0.1% -$28.2K 6.03% 7
2018
Q2 		$33.3M Sell
280,770
-4,870
-2% -$423K 5.31% 8
2018
Q1 		$19.3M Buy
285,640
+2,871
+1% +$241K 3.61% 12
2017
Q4 		$22.7M Buy
282,769
+44,299
+19% +$3.11M 4.16% 11
2017
Q3 		$16.1M Sell
238,470
-8,667
-4% -$643K 3.31% 14
2017
Q2 		$19M Sell
247,137
-7,332
-3% -$435K 3.98% 11
2017
Q1 		$10.3M Buy
254,469
+50,849
+25% +$2.01M 2.37% 16
2016
Q4 		$7.14M Buy
+203,620
New +$7.32M 1.59% 18

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

Goodnow Investment Group's W Position: Q1 2026 in Review

Goodnow Investment Group increased its Wayfair (W) stake by 0.89% in Q1 2026, buying an estimated $510K and bringing the position to 638,592 shares worth $48M. The position accounts for 5.26% of the portfolio, ranked #6.

Goodnow Investment Group first reported a position in W in Q4 2016 and has held it in 38 quarters since. The position peaked at $107M in Q1 2021. 444 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Goodnow Investment Group held 638,592 shares of Wayfair worth $48M as of Q1 2026.
  • Goodnow Investment Group bought 5,640 Wayfair shares in Q1 2026, an estimated $510K.
  • Wayfair made up 5.26% of Goodnow Investment Group's portfolio in Q1 2026, its #6 holding.
  • Goodnow Investment Group first reported a position in Wayfair in Q4 2016 and has held it in 38 quarters since.
  • Goodnow Investment Group's Wayfair position peaked at $107M in Q1 2021.
  • 444 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Goodnow Investment Group's 13F filing for Q1 2026, filed 15 May 2026.