W fund manager activity
Wayfair Inc · NYSE. Reported by 17 tracked fund managers in their 13F filings, Q4 2014 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Gavin Baker - Atreides Management | Trimmed | 843,860 | $77,989,541 | 0.70% | Aug 14, 2026 |
| Steven Check - Check Capital Management | Added | 169,025 | $15,621,260 | 0.88% | Aug 5, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 233,888 | $21,615,929 | 0.05% | Aug 14, 2026 |
| Polen Capital Management | Trimmed | 2,402 | $221,993 | 0.00% | Aug 4, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Gavin Baker - Atreides Management | Added | 1,430,997 | $107,625,284 | 2.62% | May 18, 2026 |
| Steven Check - Check Capital Management | Added | 167,948 | $12,631,345 | 0.78% | May 4, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 166,645 | $12,533,370 | 0.04% | May 15, 2026 |
| Polen Capital Management | Added | 35,216 | $2,648,595 | 0.02% | May 14, 2026 |
Older quarters