Polen Capital Management
W icon

Polen Capital Management’s Wayfair W Stock Holding History

Polen Capital 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
Q2 		$222K Sell
2,402
-32,814
-93% -$2.42M ﹤0.01% 215
2026
Q1 		$2.65M Buy
35,216
+8,359
+31% +$756K 0.02% 84
2025
Q4 		$2.7M Sell
26,857
-3,004
-10% -$289K 0.01% 76
2025
Q3 		$2.67M Buy
29,861
+12,575
+73% +$921K 0.01% 83
2025
Q2 		$884K Buy
+17,286
New +$645K ﹤0.01% 153

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

Polen Capital Management's W Position: Q2 2026 in Review

Polen Capital Management reduced its Wayfair (W) stake by 93% in Q2 2026, selling an estimated $2.42M and leaving 2,402 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Polen Capital Management first reported a position in W in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.7M in Q4 2025. 453 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Polen Capital Management held 2,402 shares of Wayfair worth $222K as of Q2 2026.
  • Polen Capital Management sold 32,814 Wayfair shares in Q2 2026, an estimated $2.42M.
  • Wayfair made up ﹤0.01% of Polen Capital Management's portfolio in Q2 2026, its #215 holding.
  • Polen Capital Management first reported a position in Wayfair in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's Wayfair position peaked at $2.7M in Q4 2025.
  • 453 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.