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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Night Squared's W Position: Q1 2026 in Review

Night Squared sold out of Wayfair (W) in Q1 2026, closing a stake of 42,067 shares — an estimated $4.22M sold.

Night Squared first reported a position in W in Q3 2025 and held it in 2 quarters. The position peaked at $5.4M in Q3 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Night Squared reported no remaining Wayfair position as of Q1 2026 after selling out during the quarter.
Night Squared sold 42,067 Wayfair shares in Q1 2026, an estimated $4.22M.
Night Squared first reported a position in Wayfair in Q3 2025 and held it in 2 quarters.
Night Squared's Wayfair position peaked at $5.4M in Q3 2025.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Night Squared's 13F filing for Q1 2026, filed 15 May 2026.