John Overdeck’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $277K | Buy |
+3,000
| New | +$221K | ﹤0.01% | 4578 |
|
|
2026
Q1 | – | Sell |
-3,000
| Closed | -$301K | – | 4954 |
|
|
2025
Q4 | $301K | Buy |
+3,000
| New | +$289K | ﹤0.01% | 3568 |
|
|
2024
Q3 | – | Sell |
-635,500
| Closed | -$33.5M | – | 3354 |
|
|
2024
Q2 | $33.5M | Buy |
635,500
+700
| +0.1% | +$41.6K | 0.08% | 310 |
|
|
2024
Q1 | $43.1M | Buy |
634,800
+31,200
| +5% | +$1.76M | 0.1% | 258 |
|
|
2023
Q4 | $37.2M | Buy |
603,600
+267,700
| +80% | +$14M | 0.09% | 278 |
|
|
2023
Q3 | $20.3M | Sell |
335,900
-19,500
| -5% | -$1.36M | 0.05% | 383 |
|
|
2023
Q2 | $23.1M | Buy |
+355,400
| New | +$15M | 0.06% | 366 |
|
|
2022
Q1 | – | Sell |
-18,600
| Closed | -$3.53M | – | 4422 |
|
|
2021
Q4 | $3.53M | Sell |
18,600
-17,400
| -48% | -$4.11M | 0.01% | 1436 |
|
|
2021
Q3 | $9.2M | Buy |
36,000
+26,000
| +260% | +$7.33M | 0.02% | 813 |
|
|
2021
Q2 | $3.16M | Buy |
10,000
+8,000
| +400% | +$2.51M | 0.01% | 1510 |
|
|
2021
Q1 | $630K | Sell |
2,000
-37,700
| -95% | -$11.1M | ﹤0.01% | 2706 |
|
|
2020
Q4 | $8.96M | Buy |
39,700
+26,100
| +192% | +$6.93M | 0.03% | 644 |
|
|
2020
Q3 | $3.96M | Sell |
13,600
-16,500
| -55% | -$4.51M | 0.01% | 916 |
|
|
2020
Q2 | $5.95M | Buy |
30,100
+13,300
| +79% | +$1.99M | 0.03% | 583 |
|
|
2020
Q1 | $898K | Sell |
16,800
-64,400
| -79% | -$4.93M | 0.01% | 1488 |
|
|
2019
Q4 | $7.34M | Buy |
81,200
+42,700
| +111% | +$3.98M | 0.02% | 752 |
|
|
2019
Q3 | $4.32M | Buy |
38,500
+24,500
| +175% | +$3.13M | 0.01% | 942 |
|
|
2019
Q2 | $2.04M | Buy |
+14,000
| New | +$2.11M | 0.01% | 1430 |
|
|
2018
Q4 | – | Sell |
-21,000
| Closed | -$3.1M | – | 3573 |
|
|
2018
Q3 | $3.1M | Buy |
21,000
+18,000
| +600% | +$2.29M | 0.01% | 1185 |
|
|
2018
Q2 | $356K | Sell |
3,000
-1,900
| -39% | -$165K | ﹤0.01% | 2842 |
|
|
2018
Q1 | $331K | Buy |
+4,900
| New | +$412K | ﹤0.01% | 2726 |
|
|
2017
Q4 | – | Sell |
-14,000
| Closed | -$944K | – | 3487 |
|
|
2017
Q3 | $944K | Buy |
+14,000
| New | +$1.04M | ﹤0.01% | 1764 |
|
|
2017
Q2 | – | Sell |
-10,000
| Closed | -$405K | – | 3318 |
|
|
2017
Q1 | $405K | Sell |
10,000
-3,100
| -24% | -$123K | ﹤0.01% | 2451 |
|
|
2016
Q4 | $459K | Buy |
+13,100
| New | +$471K | ﹤0.01% | 2557 |
|
Other funds holding W
JT
SHIM
John Overdeck's W Position: Q2 2026 in Review
John Overdeck increased its Wayfair (W) stake by 4.3% in Q2 2026, buying an estimated $8.01M and bringing the position to 2,612,733 shares worth $241M. The position accounts for 0.17% of the portfolio, ranked #118.
John Overdeck first reported a position in W in Q1 2015 and has held it in 31 quarters since. 453 funds tracked by Wall St. Rank hold W as of Q2 2026.
- John Overdeck held 2,612,733 shares of Wayfair worth $241M as of Q2 2026.
- John Overdeck bought 108,738 Wayfair shares in Q2 2026, an estimated $8.01M.
- Wayfair made up 0.17% of John Overdeck's portfolio in Q2 2026, its #118 holding.
- John Overdeck first reported a position in Wayfair in Q1 2015 and has held it in 31 quarters since.
- 453 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.