PDT Partners’s Wayfair W Stock Holding History

PDT Partners’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	$2.91M	Hold	38,689	–	–	0.17%	193
2025 Q4	$3.88M	Hold	38,689	–	–	0.25%	144
2025 Q3	$3.46M	Sell	38,689 -86,414	-69%	-$6.33M	0.22%	162
2025 Q2	$6.4M	Buy	+125,103	New	+$4.67M	0.36%	65
2024 Q4	–	Sell	-36,422	Closed	-$2.05M	–	848
2024 Q3	$2.05M	Buy	+36,422	New	+$1.75M	0.18%	206
2023 Q4	–	Sell	-21,700	Closed	-$1.31M	–	684
2023 Q3	$1.31M	Buy	+21,700	New	+$1.51M	0.17%	204
2023 Q2	–	Sell	-76,878	Closed	-$2.64M	–	663
2023 Q1	$2.64M	Sell	76,878 -7,849	-9%	-$348K	0.36%	89
2022 Q4	$2.79M	Buy	84,727 +38,851	+85%	+$1.36M	0.45%	34
2022 Q3	$1.49M	Sell	45,876 -20,159	-31%	-$1.07M	0.23%	121
2022 Q2	$2.88M	Buy	+66,035	New	+$4.64M	0.25%	93
2021 Q3	–	Sell	-6,300	Closed	-$1.99M	–	929
2021 Q2	$1.99M	Sell	6,300 -1,900	-23%	-$595K	0.13%	268
2021 Q1	$2.58M	Sell	8,200 -9,200	-53%	-$2.71M	0.19%	228
2020 Q4	$3.93M	Buy	17,400 +1,295	+8%	+$344K	0.27%	174
2020 Q3	$4.69M	Buy	+16,105	New	+$4.41M	0.31%	138
2019 Q1	–	Sell	-94,342	Closed	-$8.5M	–	504
2018 Q4	$8.5M	Sell	94,342 -123,585	-57%	-$13M	0.48%	73
2018 Q3	$32.2M	Sell	217,927 -67,573	-24%	-$8.6M	1.34%	6
2018 Q2	$33.9M	Sell	285,500 -78,932	-22%	-$6.85M	1.29%	5
2018 Q1	$24.6M	Buy	+364,432	New	+$30.6M	0.83%	33

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

PDT Partners's W Position: Q1 2026 in Review

PDT Partners held its Wayfair (W) position steady in Q1 2026 at 38,689 shares worth $2.91M. The position accounts for 0.17% of the portfolio, ranked #193.

PDT Partners first reported a position in W in Q1 2018 and has held it in 18 quarters since. The position peaked at $33.9M in Q2 2018. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

PDT Partners held 38,689 shares of Wayfair worth $2.91M as of Q1 2026.
PDT Partners left its Wayfair share count unchanged in Q1 2026.
Wayfair made up 0.17% of PDT Partners's portfolio in Q1 2026, its #193 holding.
PDT Partners first reported a position in Wayfair in Q1 2018 and has held it in 18 quarters since.
PDT Partners's Wayfair position peaked at $33.9M in Q2 2018.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on PDT Partners's 13F filing for Q1 2026, filed 15 May 2026.