Lisanti Capital Growth’s Wayfair W Stock Holding History

Lisanti Capital Growth’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 Q2	–	Sell	-11,070	Closed	-$833K	–	148
2026 Q1	$833K	Sell	11,070 -45,175	-80%	-$4.09M	0.21%	98
2025 Q4	$5.65M	Buy	+56,245	New	+$5.41M	1.34%	24
2023 Q4	–	Sell	-47,860	Closed	-$2.9M	–	167
2023 Q3	$2.9M	Sell	47,860 -33,050	-41%	-$2.3M	0.46%	85
2023 Q2	$5.26M	Buy	+80,910	New	+$3.41M	0.73%	59
2019 Q2	–	Sell	-3,200	Closed	-$475K	–	130
2019 Q1	$475K	Buy	+3,200	New	+$417K	0.17%	109
2018 Q1	–	Sell	-4,780	Closed	-$384K	–	139
2017 Q4	$384K	Buy	4,780 +190	+4%	+$13.3K	0.22%	110
2017 Q3	$309K	Buy	+4,590	New	+$341K	0.19%	106
2016 Q2	–	Sell	-11,510	Closed	-$497K	–	118
2016 Q1	$497K	Buy	+11,510	New	+$477K	0.59%	81
2015 Q4	–	Sell	-21,215	Closed	-$744K	–	106
2015 Q3	$744K	Buy	+21,215	New	+$814K	0.67%	65

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Lisanti Capital Growth's W Position: Q2 2026 in Review

Lisanti Capital Growth sold out of Wayfair (W) in Q2 2026, closing a stake of 11,070 shares — an estimated $833K sold.

Lisanti Capital Growth first reported a position in W in Q3 2015 and held it in 9 quarters. The position peaked at $5.65M in Q4 2025. 456 funds tracked by Wall St. Rank hold W as of Q2 2026.

Lisanti Capital Growth reported no remaining Wayfair position as of Q2 2026 after selling out during the quarter.
Lisanti Capital Growth sold 11,070 Wayfair shares in Q2 2026, an estimated $833K.
Lisanti Capital Growth first reported a position in Wayfair in Q3 2015 and held it in 9 quarters.
Lisanti Capital Growth's Wayfair position peaked at $5.65M in Q4 2025.
456 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Lisanti Capital Growth's 13F filing for Q2 2026, filed 10 Aug 2026.