Hudson Bay Capital Management’s Wayfair W Stock Holding History

Hudson Bay 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	–	Sell	-80,281	Closed	-$8.06M	–	1622
2025 Q4	$8.06M	Buy	+80,281	New	+$7.72M	0.03%	380
2024 Q3	–	Sell	-194,435	Closed	-$9.37M	–	1059
2024 Q2	$10.3M	Buy	194,435 +124,990	+180%	+$7.42M	0.05%	229
2024 Q1	$4.71M	Sell	69,445 -29,360	-30%	-$1.66M	0.03%	308
2023 Q4	$6.1M	Buy	+98,805	New	+$5.16M	0.04%	274
2022 Q4	–	Sell	-25,496	Closed	-$830K	–	1123
2022 Q3	$830K	Buy	+25,496	New	+$1.35M	0.01%	863
2021 Q2	–	Sell	-2,000	Closed	-$630K	–	1039
2021 Q1	$630K	Buy	+2,000	New	+$590K	0.01%	718

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Hudson Bay Capital Management's W Position: Q1 2026 in Review

Hudson Bay Capital Management sold out of Wayfair (W) in Q1 2026, closing a stake of 80,281 shares — an estimated $8.06M sold.

Hudson Bay Capital Management first reported a position in W in Q1 2021 and held it in 6 quarters. The position peaked at $10.3M in Q2 2024. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Hudson Bay Capital Management reported no remaining Wayfair position as of Q1 2026 after selling out during the quarter.
Hudson Bay Capital Management sold 80,281 Wayfair shares in Q1 2026, an estimated $8.06M.
Hudson Bay Capital Management first reported a position in Wayfair in Q1 2021 and held it in 6 quarters.
Hudson Bay Capital Management's Wayfair position peaked at $10.3M in Q2 2024.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

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