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
-3,000
Closed -$301K – 4954
2025
Q4 		$301K Buy
+3,000
New +$289K ﹤0.01% 3568
2024
Q3 		– Sell
-635,500
Closed -$33.5M – 3354
2024
Q2 		$33.5M Buy
635,500
+700
+0.1% +$41.6K 0.08% 310
2024
Q1 		$43.1M Buy
634,800
+31,200
+5% +$1.76M 0.1% 258
2023
Q4 		$37.2M Buy
603,600
+267,700
+80% +$14M 0.09% 278
2023
Q3 		$20.3M Sell
335,900
-19,500
-5% -$1.36M 0.05% 383
2023
Q2 		$23.1M Buy
+355,400
New +$15M 0.06% 366
2022
Q1 		– Sell
-18,600
Closed -$3.53M – 4422
2021
Q4 		$3.53M Sell
18,600
-17,400
-48% -$4.11M 0.01% 1436
2021
Q3 		$9.2M Buy
36,000
+26,000
+260% +$7.33M 0.02% 813
2021
Q2 		$3.16M Buy
10,000
+8,000
+400% +$2.51M 0.01% 1510
2021
Q1 		$630K Sell
2,000
-37,700
-95% -$11.1M ﹤0.01% 2706
2020
Q4 		$8.96M Buy
39,700
+26,100
+192% +$6.93M 0.03% 644
2020
Q3 		$3.96M Sell
13,600
-16,500
-55% -$4.51M 0.01% 916
2020
Q2 		$5.95M Buy
30,100
+13,300
+79% +$1.99M 0.03% 583
2020
Q1 		$898K Sell
16,800
-64,400
-79% -$4.93M 0.01% 1488
2019
Q4 		$7.34M Buy
81,200
+42,700
+111% +$3.98M 0.02% 752
2019
Q3 		$4.32M Buy
38,500
+24,500
+175% +$3.13M 0.01% 942
2019
Q2 		$2.04M Buy
+14,000
New +$2.11M 0.01% 1430
2018
Q4 		– Sell
-21,000
Closed -$3.1M – 3573
2018
Q3 		$3.1M Buy
21,000
+18,000
+600% +$2.29M 0.01% 1185
2018
Q2 		$356K Sell
3,000
-1,900
-39% -$165K ﹤0.01% 2842
2018
Q1 		$331K Buy
+4,900
New +$412K ﹤0.01% 2726
2017
Q4 		– Sell
-14,000
Closed -$944K – 3487
2017
Q3 		$944K Buy
+14,000
New +$1.04M ﹤0.01% 1764
2017
Q2 		– Sell
-10,000
Closed -$405K – 3318
2017
Q1 		$405K Sell
10,000
-3,100
-24% -$123K ﹤0.01% 2451
2016
Q4 		$459K Buy
+13,100
New +$471K ﹤0.01% 2557

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.