$W is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 5.26%, with an average of 0.59% of portfolio. Largest holder: Goodnow Investment Group, LLC at 5.26%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
WAYFAIR INC
13F holders
433
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 433 · Source: 13F-HR01
Brightline Capital Management, LLC
—
—
02
Parthenon LLC
—
—
03
Eads & Heald Wealth Management
—
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04
Siemens Pension Trust E V
—
—
05
Thomas H Lee Partners LP
—
—
06
Solus Alternative Asset Management LP
—
—
07
Great Hill Partners, L.p.
—
—
08
Oberndorf William E
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09
Godsey & Gibb, Inc.
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10
Aegon Asset Management UK PLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
12 holders · Q1 202601
Goodnow Investment Group, LLC
5.26% ↓ 0.7pp
α +14.1pts
02
Shellback Capital, LP
0.86% held
α +14.3pts
03
Caption Management, LLC
0.32% held
α +15.5pts
04
Voloridge Investment Management, LLC
0.20% held
α +15.5pts
05
Level Financial Advisors
0.15% NEW
α +30.9pts
06
Connor, Clark & Lunn Investment Management Ltd.
0.09% held
α +12.3pts
07
Ionic Capital Management LLC
0.07% held
α +17.9pts
08
Citigroup Inc.
0.06% held
α +26.3pts
09
Wellington Management Group LLP
0.03% held
α +10.5pts
10
Quarry LP
0.01% held
α +10.6pts
11
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
12
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
50 transactions · 5 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $W in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $W lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $W — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:33 UTC.