Wayfair Inc.
MX ˙ BMV ˙ US94419L1017
SecurityMX:W / Wayfair Inc.
InstitutionVictory Capital Management Inc
Latest Disclosed Ownership112,311 shares
Latest Disclosed Value $ 8,446,910
Victory Capital Management Inc reports 272.15% increase in ownership of W / Wayfair Inc.

On May 15, 2026 - Victory Capital Management Inc filed a 13F-HR form disclosing ownership of 112,311 shares of Wayfair Inc. (MX:W) valued at $8,446,910 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 30,179 shares of Wayfair Inc.. This represents a change in shares of 272.15% 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.

Upgrade to unlock premium data and export to Excel .

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 COM 94419L101 112,311 82,132 272.15 8,447 178.75 0.0041
2026-02-13 2025-12-31 13F WAYFAIR COM 94419L101 30,179 19,184 174.48 3,030 208.55 0.0017
2025-11-12 2025-09-30 13F WAYFAIR COM 94419L101 10,995 -238 -2.12 982 71.08 0.0006
2025-08-13 2025-06-30 13F WAYFAIR COM 94419L101 11,233 41 0.37 574 60.34 0.0004
2025-05-02 2025-03-31 13F WAYFAIR COM 94419L101 11,192 -169,436 -93.80 358 -95.53 0.0004
2025-02-06 2024-12-31 13F WAYFAIR COM 94419L101 180,628 -21,991 -10.85 8,005 -29.68 0.0079
2024-11-05 2024-09-30 13F WAYFAIR COM 94419L101 202,619 -26,105 -11.41 11,383 -5.61 0.0110
2024-08-05 2024-06-30 13F WAYFAIR COM 94419L101 228,724 47,978 26.54 12,061 -1.70 0.0121
2024-05-03 2024-03-31 13F WAYFAIR COM 94419L101 180,746 53,702 42.27 12,269 56.53 0.0120
2024-02-05 2023-12-31 13F WAYFAIR COM 94419L101 127,044 118,117 1,323.14 7,839 1,351.48 0.0082
2023-11-06 2023-09-30 13F WAYFAIR COM 94419L101 8,927 992 12.50 541 4.85 0.0006
2023-07-27 2023-06-30 13F WAYFAIR COM 94419L101 7,935 -186 -2.29 516 85.25 0.0006
2023-05-02 2023-03-31 13F WAYFAIR COM 94419L101 8,121 80 0.99 279 5.30 0.0003
2023-04-25 2022-12-31 13F/A-3 WAYFAIR COM 94419L101 8,041 -4 -0.05 264 0.76 0.0003
2023-03-10 2022-12-31 13F/A-2 WAYFAIR COM 94419L101 8,041 -4 264 0.0002
2023-02-10 2022-12-31 13F/A-1 WAYFAIR COM 94419L101 8,041 -4 264 0.0002
2023-02-09 2022-12-31 13F WAYFAIR COM 94419L101 7,968 -77 482 0.0003
2022-11-02 2022-09-30 13F WAYFAIR COM 94419L101 8,045 -11,541 -58.92 262 -69.28 0.0003
2022-08-01 2022-06-30 13F WAYFAIR COM 94419L101 19,586 -70 -0.36 853 -43.58 0.0010
2022-05-04 2022-03-31 13F WAYFAIR COM 94419L101 19,656 -6,817 -25.75 1,512 -69.93 0.0015
2022-02-07 2021-12-31 13F WAYFAIR COM 94419L101 26,473 417 1.60 5,029 -24.47 0.0046
2021-11-02 2021-09-30 13F WAYFAIR COM 94419L101 26,056 37 0.14 6,658 -18.94 0.0065
2021-08-03 2021-06-30 13F WAYFAIR COM 94419L101 26,019 611 2.40 8,214 2.71 0.0079
2021-05-04 2021-03-31 13F WAYFAIR COM 94419L101 25,408 4,274 20.22 7,997 67.58 0.0082
2021-02-01 2020-12-31 13F WAYFAIR COM 94419L101 21,134 270 1.29 4,772 -21.41 0.0053
2020-11-09 2020-09-30 13F Wayfair COM 94419L101 20,864 13,385 178.97 6,072 310.83 0.0078
2020-08-07 2020-06-30 13F WAYFAIR COM 94419L101 7,479 -184 -2.40 1,478 260.49 0.0020
2020-05-12 2020-03-31 13F/A-1 WAYFAIR COM 94419L101 7,663 -15,105 -66.34 410 -80.08 0.0007
2020-05-04 2020-03-31 13F WAYFAIR COM 94419L101 7,663 -15,105 410 448.7033
2020-02-06 2019-12-31 13F/A-1 WAYFAIR COM 94419L101 22,768 385 1.72 2,058 -18.01 0.0025
2020-02-04 2019-12-31 13F WAYFAIR COM 94419L101 22,458 75 2,104 2,522.0451
2019-11-12 2019-09-30 13F WAYFAIR COM 94419L101 22,383 22,383 2,510 0.0032
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.