Two Sigma Investments’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $188M | Buy |
2,503,995
+467,976
| +23% | +$42.3M | 0.15% | 149 |
|
|
2025
Q4 | $204M | Buy |
2,036,019
+125,997
| +7% | +$12.1M | 0.29% | 74 |
|
|
2025
Q3 | $171M | Buy |
1,910,022
+165,513
| +9% | +$12.1M | 0.25% | 107 |
|
|
2025
Q2 | $89.2M | Buy |
1,744,509
+116,928
| +7% | +$4.36M | 0.16% | 169 |
|
|
2025
Q1 | $52.1M | Buy |
1,627,581
+331,051
| +26% | +$13.8M | 0.11% | 225 |
|
|
2024
Q4 | $57.5M | Buy |
1,296,530
+473,041
| +57% | +$22.3M | 0.13% | 202 |
|
|
2024
Q3 | $46.3M | Sell |
823,489
-461,445
| -36% | -$22.2M | 0.1% | 246 |
|
|
2024
Q2 | $67.8M | Sell |
1,284,934
-445,952
| -26% | -$26.5M | 0.15% | 159 |
|
|
2024
Q1 | $117M | Buy |
1,730,886
+400,117
| +30% | +$22.6M | 0.28% | 89 |
|
|
2023
Q4 | $82.1M | Sell |
1,330,769
-307,720
| -19% | -$16.1M | 0.19% | 147 |
|
|
2023
Q3 | $99.2M | Sell |
1,638,489
-139,511
| -8% | -$9.7M | 0.27% | 95 |
|
|
2023
Q2 | $116M | Buy |
1,778,000
+486,283
| +38% | +$20.5M | 0.29% | 84 |
|
|
2023
Q1 | $44.4M | Buy |
1,291,717
+300,645
| +30% | +$13.3M | 0.13% | 192 |
|
|
2022
Q4 | $32.6M | Buy |
991,072
+961,572
| +3,260% | +$33.6M | 0.1% | 238 |
|
|
2022
Q3 | $960K | Sell |
29,500
-1,423,455
| -98% | -$75.2M | ﹤0.01% | 1493 |
|
|
2022
Q2 | $63.3M | Buy |
1,452,955
+1,210,106
| +498% | +$85.1M | 0.21% | 125 |
|
|
2022
Q1 | $26.9M | Buy |
+242,849
| New | +$34.2M | 0.08% | 318 |
|
|
2021
Q2 | – | Sell |
-693,753
| Closed | -$217M | – | 4614 |
|
|
2021
Q1 | $218M | Sell |
693,753
-68,818
| -9% | -$20.3M | 0.57% | 22 |
|
|
2020
Q4 | $172M | Buy |
762,571
+48,394
| +7% | +$12.8M | 0.49% | 42 |
|
|
2020
Q3 | $208M | Buy |
714,177
+8,402
| +1% | +$2.3M | 0.74% | 18 |
|
|
2020
Q2 | $139M | Buy |
+705,775
| New | +$106M | 0.69% | 20 |
|
|
2020
Q1 | – | Sell |
-132,154
| Closed | -$10.1M | – | 3886 |
|
|
2019
Q4 | $11.9M | Buy |
+132,154
| New | +$12.3M | 0.04% | 546 |
|
|
2019
Q3 | – | Sell |
-897,058
| Closed | -$115M | – | 3835 |
|
|
2019
Q2 | $131M | Sell |
897,058
-110,383
| -11% | -$16.6M | 0.44% | 32 |
|
|
2019
Q1 | $150M | Buy |
1,007,441
+740,520
| +277% | +$96.6M | 0.48% | 25 |
|
|
2018
Q4 | $24M | Sell |
266,921
-607,703
| -69% | -$63.9M | 0.09% | 285 |
|
|
2018
Q3 | $129M | Buy |
874,624
+713,214
| +442% | +$90.7M | 0.35% | 55 |
|
|
2018
Q2 | $19.2M | Buy |
+161,410
| New | +$14M | 0.06% | 425 |
|
|
2017
Q4 | – | Sell |
-7,585
| Closed | -$511K | – | 3486 |
|
|
2017
Q3 | $511K | Sell |
7,585
-38,416
| -84% | -$2.85M | ﹤0.01% | 2132 |
|
|
2017
Q2 | $3.54M | Buy |
+46,001
| New | +$2.73M | 0.01% | 1058 |
|
|
2015
Q2 | – | Sell |
-15,400
| Closed | -$495K | – | 3122 |
|
|
2015
Q1 | $495K | Buy |
+15,400
| New | +$383K | ﹤0.01% | 1978 |
|
Other funds holding W
VCM
VPM
GHP
Two Sigma Investments's W Position: Q1 2026 in Review
Two Sigma Investments increased its Wayfair (W) stake by 23% in Q1 2026, buying an estimated $42.3M and bringing the position to 2,503,995 shares worth $188M. The position accounts for 0.15% of the portfolio, ranked #149.
Two Sigma Investments first reported a position in W in Q1 2015 and has held it in 30 quarters since. The position peaked at $218M in Q1 2021. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.
- Two Sigma Investments held 2,503,995 shares of Wayfair worth $188M as of Q1 2026.
- Two Sigma Investments bought 467,976 Wayfair shares in Q1 2026, an estimated $42.3M.
- Wayfair made up 0.15% of Two Sigma Investments's portfolio in Q1 2026, its #149 holding.
- Two Sigma Investments first reported a position in Wayfair in Q1 2015 and has held it in 30 quarters since.
- Two Sigma Investments's Wayfair position peaked at $218M in Q1 2021.
- 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.
Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.