Millennium Management’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.1M | Buy |
466,420
+237,735
| +104% | +$21.5M | 0.01% | 1102 |
|
|
2025
Q4 | $23M | Buy |
228,685
+130,154
| +132% | +$12.5M | 0.01% | 1437 |
|
|
2025
Q3 | $8.8M | Sell |
98,531
-201,843
| -67% | -$14.8M | ﹤0.01% | 2518 |
|
|
2025
Q2 | $15.4M | Buy |
300,374
+149,946
| +100% | +$5.6M | 0.01% | 1831 |
|
|
2025
Q1 | $4.82M | Sell |
150,428
-595,087
| -80% | -$24.7M | ﹤0.01% | 2902 |
|
|
2024
Q4 | $33M | Buy |
745,515
+174,534
| +31% | +$8.23M | 0.02% | 1101 |
|
|
2024
Q3 | $32.1M | Buy |
570,981
+91,988
| +19% | +$4.43M | 0.02% | 1143 |
|
|
2024
Q2 | $25.3M | Sell |
478,993
-557,649
| -54% | -$33.1M | 0.01% | 1296 |
|
|
2024
Q1 | $70.4M | Sell |
1,036,642
-417,001
| -29% | -$23.6M | 0.03% | 637 |
|
|
2023
Q4 | $89.7M | Buy |
1,453,643
+39,004
| +3% | +$2.04M | 0.04% | 467 |
|
|
2023
Q3 | $85.7M | Buy |
1,414,639
+378,397
| +37% | +$26.3M | 0.04% | 426 |
|
|
2023
Q2 | $67.4M | Sell |
1,036,242
-711,447
| -41% | -$30M | 0.03% | 548 |
|
|
2023
Q1 | $60M | Buy |
1,747,689
+1,496,734
| +596% | +$66.3M | 0.03% | 585 |
|
|
2022
Q4 | $8.25M | Sell |
250,955
-495,000
| -66% | -$17.3M | ﹤0.01% | 2335 |
|
|
2022
Q3 | $24.3M | Buy |
745,955
+594,717
| +393% | +$31.4M | 0.01% | 1165 |
|
|
2022
Q2 | $6.59M | Buy |
151,238
+22,846
| +18% | +$1.61M | ﹤0.01% | 2503 |
|
|
2022
Q1 | $14.2M | Buy |
128,392
+58,318
| +83% | +$8.21M | 0.01% | 1753 |
|
|
2021
Q4 | $13.3M | Sell |
70,074
-124,702
| -64% | -$29.4M | 0.01% | 1840 |
|
|
2021
Q3 | $49.8M | Buy |
194,776
+118,184
| +154% | +$33.3M | 0.03% | 636 |
|
|
2021
Q2 | $24.2M | Sell |
76,592
-18,092
| -19% | -$5.67M | 0.01% | 1049 |
|
|
2021
Q1 | $29.8M | Buy |
94,684
+20,436
| +28% | +$6.03M | 0.02% | 794 |
|
|
2020
Q4 | $16.8M | Sell |
74,248
-39,104
| -34% | -$10.4M | 0.01% | 1223 |
|
|
2020
Q3 | $33K | Sell |
113,352
-109,274
| -49% | -$29.9M | 0.04% | 509 |
|
|
2020
Q2 | $44M | Buy |
222,626
+199,026
| +843% | +$29.8M | 0.06% | 336 |
|
|
2020
Q1 | $1.26M | Buy |
+23,600
| New | +$1.81M | ﹤0.01% | 2320 |
|
|
2019
Q4 | – | Sell |
-69,861
| Closed | -$7.83M | – | 4679 |
|
|
2019
Q3 | $7.83M | Sell |
69,861
-46,778
| -40% | -$5.99M | 0.01% | 1457 |
|
|
2019
Q2 | $17M | Sell |
116,639
-256,028
| -69% | -$38.5M | 0.03% | 885 |
|
|
2019
Q1 | $55.3M | Buy |
+372,667
| New | +$48.6M | 0.08% | 310 |
|
|
2018
Q4 | – | Sell |
-152,256
| Closed | -$22.5M | – | 4224 |
|
|
2018
Q3 | $22.5M | Buy |
152,256
+139,997
| +1,142% | +$17.8M | 0.03% | 795 |
|
|
2018
Q2 | $1.46M | Sell |
12,259
-3,412
| -22% | -$296K | ﹤0.01% | 2618 |
|
|
2018
Q1 | $1.06M | Buy |
+15,671
| New | +$1.32M | ﹤0.01% | 2658 |
|
|
2017
Q4 | – | Sell |
-61,469
| Closed | -$4.14M | – | 4111 |
|
|
2017
Q3 | $4.14M | Sell |
61,469
-16,554
| -21% | -$1.23M | 0.01% | 1772 |
|
|
2017
Q2 | $6M | Buy |
+78,023
| New | +$4.63M | 0.01% | 1383 |
|
|
2016
Q4 | – | Sell |
-55,233
| Closed | -$2.17M | – | 3774 |
|
|
2016
Q3 | $2.17M | Buy |
+55,233
| New | +$2.23M | ﹤0.01% | 1890 |
|
|
2016
Q2 | – | Sell |
-427,168
| Closed | -$18.5M | – | 3623 |
|
|
2016
Q1 | $18.5M | Buy |
+427,168
| New | +$17.7M | 0.05% | 520 |
|
|
2015
Q4 | – | Sell |
-13,828
| Closed | -$485K | – | 3794 |
|
|
2015
Q3 | $485K | Buy |
+13,828
| New | +$530K | ﹤0.01% | 2665 |
|
|
2015
Q1 | – | Sell |
-61,758
| Closed | -$1.23M | – | 4159 |
|
|
2014
Q4 | $1.23M | Buy |
+61,758
| New | +$1.48M | ﹤0.01% | 2348 |
|
Other funds holding W
VCM
VPM
GHP
Millennium Management's W Position: Q1 2026 in Review
Millennium Management increased its Wayfair (W) stake by 104% in Q1 2026, buying an estimated $21.5M and bringing the position to 466,420 shares worth $35.1M. The position accounts for 0.01% of the portfolio, ranked #1102.
Millennium Management first reported a position in W in Q4 2014 and has held it in 37 quarters since. The position peaked at $89.7M in Q4 2023. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.
- Millennium Management held 466,420 shares of Wayfair worth $35.1M as of Q1 2026.
- Millennium Management bought 237,735 Wayfair shares in Q1 2026, an estimated $21.5M.
- Wayfair made up 0.01% of Millennium Management's portfolio in Q1 2026, its #1102 holding.
- Millennium Management first reported a position in Wayfair in Q4 2014 and has held it in 37 quarters since.
- Millennium Management's Wayfair position peaked at $89.7M in Q4 2023.
- 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.
Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.