Wayfair Inc.
MX ˙ BMV ˙ US94419L1017
SecurityMX:W / Wayfair Inc.
InstitutionJacobs Levy Equity Management, Inc
Latest Disclosed Ownership681,488 shares
Latest Disclosed Value $ 51,254,712
Jacobs Levy Equity Management, Inc reports 1.79% decrease in ownership of W / Wayfair Inc.

On May 15, 2026 - Jacobs Levy Equity Management, Inc filed a 13F-HR form disclosing ownership of 681,488 shares of Wayfair Inc. (MX:W) valued at $51,254,712 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 693,905 shares of Wayfair Inc.. This represents a change in shares of -1.79% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F WAYFAIR CL A 94419L101 681,488 -12,417 -1.79 51,255 -26.44 0.2155
2026-02-13 2025-12-31 13F WAYFAIR CL A 94419L101 693,905 81,096 13.23 69,675 27.28 0.2690
2025-11-17 2025-09-30 13F WAYFAIR CL A 94419L101 612,809 574,660 1,506.36 54,742 2,707.28 0.2175
2025-08-14 2025-06-30 13F WAYFAIR CL A 94419L101 38,149 24,025 170.10 1,951 331.42 0.0076
2025-05-15 2025-03-31 13F WAYFAIR CL A 94419L101 14,124 14,124 452 0.0018
2025-02-14 2024-12-31 13F WAYFAIR CL A 94419L101 0 -6,844 -100.00 0 -100.00
2024-11-14 2024-09-30 13F WAYFAIR CL A 94419L101 6,844 6,844 384 0.0015
2019-08-13 2019-06-30 13F WAYFAIR CL A 94419L101 0 -2,157 -100.00 0 -100.00
2019-05-14 2019-03-31 13F WAYFAIR CL A 94419L101 2,157 -14,012 -86.66 320 -78.04 0.0046
2019-02-14 2018-12-31 13F WAYFAIR CL A 94419L101 16,169 -100 -0.61 1,457 -39.34 0.0256
2018-11-14 2018-09-30 13F WAYFAIR CL A 94419L101 16,269 16,269 2,402 0.0341
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.