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Night Squared’s Wayfair W Stock Holding History

Night Squared’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 		$4.98M Buy
+53,879
New +$3.97M 0.54% 57
2026
Q1 		– Sell
-42,067
Closed -$4.22M – 105
2025
Q4 		$4.22M Sell
42,067
-18,349
-30% -$1.76M 1.19% 39
2025
Q3 		$5.4M Buy
+60,416
New +$4.43M 1.95% 21

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Night Squared's W Position: Q2 2026 in Review

Night Squared opened a new position in Wayfair (W) in Q2 2026: 53,879 shares worth $4.98M. The stake represents 0.54% of the portfolio and ranks #57 among its holdings. This is a return to the name: Night Squared previously reported a position in W as recently as Q4 2025.

Night Squared first reported a position in W in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.4M in Q3 2025. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Night Squared held 53,879 shares of Wayfair worth $4.98M as of Q2 2026.
  • Wayfair was a new Night Squared position in Q2 2026.
  • Wayfair made up 0.54% of Night Squared's portfolio in Q2 2026, its #57 holding.
  • Night Squared first reported a position in Wayfair in Q3 2025 and has held it in 3 quarters since.
  • Night Squared's Wayfair position peaked at $5.4M in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Night Squared's 13F filing for Q2 2026, filed 14 Aug 2026.