W fund manager activity
Wayfair Inc · NYSE. Reported by 17 tracked fund managers in their 13F filings, Q4 2014 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Gavin Baker - Atreides Management | Added | 870,864 | $87,443,454 | 1.86% | Feb 17, 2026 |
| Steven Check - Check Capital Management | Trimmed | 167,192 | $16,787,716 | 1.00% | Feb 6, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 161,404 | $16,206,576 | 0.06% | Feb 17, 2026 |
| Polen Capital Management | Trimmed | 26,857 | $2,696,711 | 0.01% | Feb 12, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Gavin Baker - Atreides Management | Added | 854,390 | $76,322,659 | 1.98% | Nov 14, 2025 |
| Steven Check - Check Capital Management | Added | 167,850 | $14,994,011 | 0.95% | Nov 6, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 157,513 | $14,070,636 | 0.06% | Nov 14, 2025 |
| Lee Ainslie - Maverick Capital | Sold out | — | — | 0.00% | Nov 14, 2025 |
| Polen Capital Management | Added | 29,861 | $2,667,483 | 0.01% | Nov 12, 2025 |
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