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OP Asset Management’s Wayfair W Stock Holding History

OP Asset Management’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 		$5M Buy
66,458
+48,596
+272% +$4.4M 0.05% 251
2025
Q4 		$1.79M Sell
17,862
-6,560
-27% -$631K 0.02% 473
2025
Q3 		$2.18M Buy
24,422
+11,959
+96% +$876K 0.03% 423
2025
Q2 		$637K Hold
12,463
– – 0.01% 655
2025
Q1 		$399K Buy
+12,463
New +$518K 0.01% 706

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OP Asset Management's W Position: Q1 2026 in Review

OP Asset Management increased its Wayfair (W) stake by 272% in Q1 2026, buying an estimated $4.4M and bringing the position to 66,458 shares worth $5M. The position accounts for 0.05% of the portfolio, ranked #251.

OP Asset Management first reported a position in W in Q1 2025 and has held it in 5 quarters since. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • OP Asset Management held 66,458 shares of Wayfair worth $5M as of Q1 2026.
  • OP Asset Management bought 48,596 Wayfair shares in Q1 2026, an estimated $4.4M.
  • Wayfair made up 0.05% of OP Asset Management's portfolio in Q1 2026, its #251 holding.
  • OP Asset Management first reported a position in Wayfair in Q1 2025 and has held it in 5 quarters since.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on OP Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.