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WAYFAIR · 13F 机构持仓分析
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WAYFAIR

WAYFAIR INCW
持有机构数
468
机构合计市值 (Q2 2026)
$130.51亿
机构合计股数 (Q2 2026)
1.41亿股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,659.7万股
258 · 95 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2,778.2万股
221 · 78 清仓 · ≈
⚖️ 净额
-118.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$130.51亿
持有机构数
468
新买入
95
加仓
163
减仓
143
清仓
78
持股不变
67
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
富达投资FMR LLC
0.07%0.06%#109$15.04亿1,627.7万股$12.24亿1,627.8万股-812股-0.00%减仓
资本世界投资者Capital World Investors
0.12%0.14%#76$10.33亿1,117.7万股$10.37亿1,379.2万股-261.4万股-18.96%减仓
简街集团JANE STREET GROUP, LLC
0.05%0.05%#124$6.03亿652.6万股$4.05亿538.8万股+113.8万股+21.12%加仓
贝莱德BlackRock, Inc.
0.01%0.01%#243$4.65亿503.5万股$4.32亿573.9万股-70.4万股-12.26%减仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
0.01%0.01%#224$4.41亿477.6万股$3.51亿466.3万股+11.3万股+2.43%加仓
文艺复兴科技RENAISSANCE TECHNOLOGIES LLC
0.57%0.58%#32$4.17亿451.4万股$3.74亿497.2万股-45.8万股-9.21%减仓
木星资产管理Jupiter Topco LLC
0.17%#64$4.13亿446.9万股$00股+446.9万股新买入
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
0.02%0.02%#176$3.88亿419.9万股$3.30亿438.9万股-19.0万股-4.33%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.02%0.02%#158$2.99亿323.9万股$2.01亿267.5万股+56.4万股+21.07%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
0.1%0.06%#86$2.85亿310.2万股$1.35亿185.3万股+124.9万股+67.39%加仓
SPRUCE HOUSE 投资管理SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
7.91%6.98%#6$2.69亿291.0万股$1.96亿260.0万股+31.0万股+11.91%加仓
百利吉福德BAILLIE GIFFORD & CO
0.24%0.21%#53$2.60亿281.2万股$2.15亿286.2万股-5.1万股-1.77%减仓
GREAT HILL PARTNERS, L.P.
100%100%#1$2.58亿278.9万股$2.10亿278.9万股00.00%持仓不变
D.E.肖D. E. Shaw & Co., Inc.
0.12%0.06%#77$2.55亿276.4万股$9,433.0万125.4万股+151.0万股+120.38%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.18%0.15%#61$2.42亿261.6万股$1.88亿250.4万股+11.2万股+4.46%加仓
巴克莱BARCLAYS PLC
0.04%0.04%#129$2.36亿255.6万股$1.62亿215.7万股+39.9万股+18.52%加仓
Castle Hook合伙人Castle Hook Partners LP
1.04%0.04%#23$2.27亿245.6万股$192.7万2.6万股+243.0万股+9,484.58%加仓
Contour 资产管理Contour Asset Management LLC
5.24%0.8%#10$2.21亿239.6万股$2,472.2万32.9万股+206.8万股+629.00%加仓
Prescott General Partners LLC
10.97%12.8%#5$2.15亿232.2万股$1.75亿232.2万股00.00%持仓不变
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
0.04%0.03%#137$2.09亿225.9万股$1.85亿245.7万股-19.8万股-8.04%减仓
城堡顾问CITADEL ADVISORS LLC
0.02%0.02%#163$1.91亿206.6万股$1.39亿185.3万股+21.3万股+11.51%加仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#222$1.79亿191.8万股$1.67亿221.4万股-29.5万股-13.35%减仓
道富集团STATE STREET CORP
0.01%<0.01%#263$1.70亿183.9万股$1.31亿173.7万股+10.2万股+5.89%加仓
Wolf Hill Capital Management, LP
13.01%#4$1.56亿168.4万股$00股+168.4万股新买入
花旗集团CITIGROUP INC
0.05%0.06%#126$1.50亿162.0万股$1.31亿174.1万股-12.1万股-6.97%减仓
Anomaly 资本管理Anomaly Capital Management, LP
4.87%2.13%#12$1.27亿137.9万股$3,514.1万46.7万股+91.2万股+195.18%加仓
挪威央行投资管理NORGES BANK
0.01%<0.01%#201$1.21亿131.0万股$1,941.8万60.6万股+70.4万股+116.07%加仓
维度基金顾问DIMENSIONAL FUND ADVISORS LP
0.02%0.02%#167$1.14亿123.3万股$7,792.3万103.7万股+19.6万股+18.94%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#186$1.06亿115.1万股$8,694.5万115.6万股-4,576股-0.40%减仓
Walleye交易Walleye Trading LLC
0.12%0.08%#78$1.06亿115.1万股$4,658.5万61.9万股+53.1万股+85.78%加仓
高盛集团GOLDMAN SACHS GROUP INC
0.01%0.01%#229$1.03亿111.8万股$1.04亿138.0万股-26.2万股-19.02%减仓
清水投资Clearbridge Investments, LLC
0.08%0.06%#96$9,775.7万105.8万股$7,228.5万96.1万股+9.7万股+10.05%加仓
Caption管理Caption Management, LLC
0.43%0.32%#39$9,149.6万99.0万股$5,455.0万72.5万股+26.5万股+36.50%加仓
Portman Square Capital LLP
4.29%0.55%#13$9,046.5万97.9万股$1,425.5万19.0万股+78.9万股+416.44%加仓
瑞银集团UBS Group AG
0.01%0.02%#212$8,343.0万90.3万股$1.49亿198.2万股-108.0万股-54.46%减仓
阿崔迪斯管理Atreides Management, LP
0.54%2.15%#34$7,799.0万84.4万股$1.08亿143.1万股-58.7万股-41.03%减仓
Hook Mill Capital Partners, LP
7.09%6.9%#7$7,641.5万82.7万股$7,820.5万104.0万股-21.3万股-20.48%减仓
Assenagon资产管理Assenagon Asset Management S.A.
0.09%0.07%#88$7,565.4万81.9万股$4,330.6万57.6万股+24.3万股+42.17%加仓
美国世纪投资AMERICAN CENTURY COMPANIES INC
0.03%0.03%#141$7,256.9万78.5万股$5,780.3万76.9万股+1.7万股+2.17%加仓
Alyeska投资集团Alyeska Investment Group, L.P.
0.18%0.1%#60$6,961.4万75.3万股$3,627.2万48.2万股+27.1万股+56.18%加仓
艾伦投资管理Allen Investment Management, LLC
0.82%0.7%#25$6,924.6万74.9万股$5,635.1万74.9万股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%0.01%#284$6,794.3万73.5万股$1.95亿217.8万股-144.2万股-66.24%减仓
加拿大丰业银行BANK OF NOVA SCOTIA
0.1%0.09%#85$6,719.4万72.7万股$5,324.9万70.8万股+1.9万股+2.69%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
0.03%0.04%#144$6,492.1万64.6万股$7,512.6万93.0万股-28.4万股-30.50%减仓
先锋信托VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#187$6,432.5万69.6万股$4,972.0万66.1万股+3.5万股+5.28%加仓
Quantinno资本管理Quantinno Capital Management LP
0.07%0.04%#105$5,852.4万63.3万股$2,273.8万30.2万股+33.1万股+109.45%加仓
GOODNOW INVESTMENT GROUP, LLC
5.98%5.26%#9$5,764.9万62.4万股$4,802.9万63.9万股-1.5万股-2.32%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%0.01%#299$5,625.4万58.3万股$1.99亿286.2万股-227.9万股-79.62%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.02%0.02%#175$5,258.6万56.9万股$3,994.3万53.1万股+3.8万股+7.14%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#295$5,120.3万55.4万股$4,811.8万64.0万股-8.6万股-13.40%减仓

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