Two Sigma Investments
W icon

Two Sigma Investments’s Wayfair W Stock Holding History

Two Sigma Investments’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 		– Sell
-2,000
Closed -$201K – 4953
2025
Q4 		$201K Buy
+2,000
New +$192K ﹤0.01% 3763
2022
Q1 		– Sell
-16,300
Closed -$3.1M – 4421
2021
Q4 		$3.1M Sell
16,300
-13,700
-46% -$3.23M 0.01% 1549
2021
Q3 		$7.67M Buy
30,000
+20,200
+206% +$5.7M 0.02% 911
2021
Q2 		$3.09M Buy
9,800
+8,800
+880% +$2.76M 0.01% 1531
2021
Q1 		$315K Sell
1,000
-36,500
-97% -$10.8M ﹤0.01% 3293
2020
Q4 		$8.47M Buy
37,500
+28,100
+299% +$7.46M 0.02% 666
2020
Q3 		$2.73M Sell
9,400
-1,000
-10% -$274K 0.01% 1127
2020
Q2 		$2.06M Sell
10,400
-55,800
-84% -$8.35M 0.01% 1083
2020
Q1 		$3.54M Buy
66,200
+3,100
+5% +$237K 0.03% 666
2019
Q4 		$5.7M Buy
63,100
+25,900
+70% +$2.42M 0.02% 889
2019
Q3 		$4.17M Buy
37,200
+25,200
+210% +$3.22M 0.01% 962
2019
Q2 		$1.75M Buy
+12,000
New +$1.8M 0.01% 1529
2018
Q4 		– Sell
-19,000
Closed -$2.81M – 3572
2018
Q3 		$2.81M Buy
+19,000
New +$2.42M 0.01% 1253
2018
Q2 		– Sell
-5,000
Closed -$338K – 3687
2018
Q1 		$338K Buy
+5,000
New +$420K ﹤0.01% 2715
2017
Q4 		– Sell
-12,000
Closed -$809K – 3485
2017
Q3 		$809K Buy
+12,000
New +$891K ﹤0.01% 1853
2017
Q2 		– Sell
-12,000
Closed -$486K – 3317
2017
Q1 		$486K Buy
12,000
+200
+2% +$7.9K ﹤0.01% 2356
2016
Q4 		$414K Buy
+11,800
New +$424K ﹤0.01% 2609

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

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.