Janus Henderson Group
W icon

Janus Henderson Group’s Wayfair W Stock Holding History

Janus Henderson 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 		$291M Buy
3,866,708
+296,233
+8% +$26.8M 0.14% 151
2025
Q4 		$359M Buy
3,570,475
+166,855
+5% +$16M 0.16% 134
2025
Q3 		$304M Sell
3,403,620
-602,222
-15% -$44.1M 0.14% 141
2025
Q2 		$205M Sell
4,005,842
-1,008,717
-20% -$37.7M 0.1% 185
2025
Q1 		$170M Buy
5,014,559
+305,258
+6% +$12.7M 0.09% 198
2024
Q4 		$209M Buy
4,709,301
+1,017,839
+28% +$48M 0.11% 188
2024
Q3 		$207M Buy
3,691,462
+327,944
+10% +$15.8M 0.11% 186
2024
Q2 		$177M Buy
3,363,518
+1,735,806
+107% +$103M 0.1% 186
2024
Q1 		$110M Buy
1,627,712
+1,316,865
+424% +$74.5M 0.06% 251
2023
Q4 		$19.2M Buy
310,847
+7,513
+2% +$393K 0.01% 560
2023
Q3 		$18.4M Buy
303,334
+474
+0.2% +$33K 0.01% 549
2023
Q2 		$19.7M Buy
302,860
+2,576
+0.9% +$109K 0.01% 562
2023
Q1 		$10.3M Buy
300,284
+16,218
+6% +$718K 0.01% 704
2022
Q4 		$9.34M Sell
284,066
-2,171,062
-88% -$75.8M 0.01% 740
2022
Q3 		$79.9M Buy
2,455,128
+937,020
+62% +$49.5M 0.03% 404
2022
Q2 		$66.1M Sell
1,518,108
-369,012
-20% -$25.9M 0.05% 319
2022
Q1 		$209M Sell
1,887,120
-326,550
-15% -$46M 0.1% 201
2021
Q4 		$421M Buy
2,213,670
+234,599
+12% +$55.4M 0.18% 139
2021
Q3 		$506M Buy
1,979,071
+163,178
+9% +$46M 0.22% 113
2021
Q2 		$573M Buy
1,815,893
+101,053
+6% +$31.7M 0.25% 100
2021
Q1 		$540M Buy
1,714,840
+47,780
+3% +$14.1M 0.25% 99
2020
Q4 		$376M Sell
1,667,060
-88,889
-5% -$23.6M 0.17% 133
2020
Q3 		$511M Sell
1,755,949
-1,005,984
-36% -$275M 0.27% 85
2020
Q2 		$546M Sell
2,761,933
-493,090
-15% -$73.8M 0.31% 75
2020
Q1 		$174M Buy
3,255,023
+969,834
+42% +$74.2M 0.12% 192
2019
Q4 		$207M Sell
2,285,189
-30,217
-1% -$2.82M 0.11% 213
2019
Q3 		$260M Buy
2,315,406
+9,666
+0.4% +$1.24M 0.14% 171
2019
Q2 		$337M Buy
2,305,740
+39,445
+2% +$5.93M 0.18% 139
2019
Q1 		$336M Sell
2,266,295
-251,639
-10% -$32.8M 0.19% 135
2018
Q4 		$227M Buy
2,517,934
+269,915
+12% +$28.4M 0.14% 172
2018
Q3 		$332M Sell
2,248,019
-161,844
-7% -$20.6M 0.18% 151
2018
Q2 		$286M Buy
2,409,863
+90,212
+4% +$7.83M 0.16% 164
2018
Q1 		$157M Buy
2,319,651
+218,735
+10% +$18.4M 0.09% 259
2017
Q4 		$169M Buy
2,100,916
+2,009,716
+2,204% +$141M 0.1% 233
2017
Q3 		$6.15M Buy
+91,200
New +$6.77M ﹤0.01% 941

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
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
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Janus Henderson Group's W Position: Q1 2026 in Review

Janus Henderson Group increased its Wayfair (W) stake by 8.3% in Q1 2026, buying an estimated $26.8M and bringing the position to 3,866,708 shares worth $291M. The position accounts for 0.14% of the portfolio, ranked #151.

Janus Henderson Group first reported a position in W in Q3 2017 and has held it in 35 quarters since. The position peaked at $573M in Q2 2021. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Janus Henderson Group held 3,866,708 shares of Wayfair worth $291M as of Q1 2026.
  • Janus Henderson Group bought 296,233 Wayfair shares in Q1 2026, an estimated $26.8M.
  • Wayfair made up 0.14% of Janus Henderson Group's portfolio in Q1 2026, its #151 holding.
  • Janus Henderson Group first reported a position in Wayfair in Q3 2017 and has held it in 35 quarters since.
  • Janus Henderson Group's Wayfair position peaked at $573M in Q2 2021.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

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