STRS Ohio’s Wayfair W Stock Holding History

STRS Ohio’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	$13.2M	Buy	175,742 +36,296	+26%	+$3.28M	0.05%	337
2025 Q4	$14M	Buy	139,446 +42,175	+43%	+$4.06M	0.05%	340
2025 Q3	$8.69M	Buy	97,271 +31	+0%	+$2.27K	0.03%	427
2025 Q2	$4.97M	Buy	97,240 +2,240	+2%	+$83.6K	0.02%	502
2025 Q1	$3.04M	Hold	95,000	–	–	0.01%	529
2024 Q4	$4.21M	Buy	95,000 +35,000	+58%	+$1.65M	0.02%	504
2024 Q3	$3.37M	Hold	60,000	–	–	0.01%	519
2024 Q2	$3.16M	Hold	60,000	–	–	0.01%	510
2024 Q1	$4.07M	Buy	+60,000	New	+$3.39M	0.02%	495
2022 Q2	–	Sell	-758	Closed	-$83K	–	2311
2022 Q1	$83K	Hold	758	–	–	﹤0.01%	1878
2021 Q4	$143K	Sell	758 -1,510	-67%	-$356K	﹤0.01%	1817
2021 Q3	$579K	Sell	2,268 -378	-14%	-$107K	﹤0.01%	1454
2021 Q2	$835K	Buy	2,646 +1,888	+249%	+$591K	﹤0.01%	1290
2021 Q1	$238K	Hold	758	–	–	﹤0.01%	1771
2020 Q4	$171K	Buy	758 +67	+10%	+$17.8K	﹤0.01%	1779
2020 Q3	$201K	Hold	691	–	–	﹤0.01%	1666
2020 Q2	$136K	Hold	691	–	–	﹤0.01%	1724
2020 Q1	$36K	Hold	691	–	–	﹤0.01%	1829
2019 Q4	$62K	Hold	691	–	–	﹤0.01%	1865
2019 Q3	$77K	Hold	691	–	–	﹤0.01%	1805
2019 Q2	$100K	Hold	691	–	–	﹤0.01%	1812
2019 Q1	$102K	Buy	+691	New	+$90.1K	﹤0.01%	1789
2016 Q3	–	Sell	-1,800	Closed	-$72.7K	–	1968
2016 Q2	$70K	Sell	1,800 -2,500	-58%	-$99.7K	﹤0.01%	1725
2016 Q1	$185K	Buy	4,300 +500	+13%	+$20.7K	﹤0.01%	1526
2015 Q4	$180K	Buy	+3,800	New	+$161K	﹤0.01%	1547
2015 Q1	–	Sell	-4,400	Closed	-$109K	–	1872
2014 Q4	$87K	Buy	+4,400	New	+$106K	﹤0.01%	1557

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

STRS Ohio's W Position: Q1 2026 in Review

STRS Ohio increased its Wayfair (W) stake by 26% in Q1 2026, buying an estimated $3.28M and bringing the position to 175,742 shares worth $13.2M. The position accounts for 0.05% of the portfolio, ranked #337.

STRS Ohio first reported a position in W in Q4 2014 and has held it in 26 quarters since. The position peaked at $14M in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

STRS Ohio held 175,742 shares of Wayfair worth $13.2M as of Q1 2026.
STRS Ohio bought 36,296 Wayfair shares in Q1 2026, an estimated $3.28M.
Wayfair made up 0.05% of STRS Ohio's portfolio in Q1 2026, its #337 holding.
STRS Ohio first reported a position in Wayfair in Q4 2014 and has held it in 26 quarters since.
STRS Ohio's Wayfair position peaked at $14M in Q4 2025.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on STRS Ohio's 13F filing for Q1 2026, filed 24 Apr 2026.