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Equibles

TWO SIGMA INVESTMENTS, LP

Position in W — Wayfair Inc.

CIK 1179392 NEW YORK, NY
Back to W Full portfolio

Position in W

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$241,468,783
+$53,143,320 QoQ
Shares Held
2,612,733
+4.3% QoQ
Ownership
1.91%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#12
of 450 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in W Over Time

Shares Held

Position Value (USD)

Derivatives in W

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$277,260
PutShares
3,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Internet Retail

Consumer Cyclical · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $2,441,054,688 across 23 Internet Retail names. W ranks #3 (9.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMZN
Amazon Com Inc
 5,716,287 $1,362,419,843
2 MELI
Mercadolibre Inc
 187,255 $317,844,764
3 W
Wayfair Inc.
This page 		2,612,733 $241,468,783
4 SE
Sea Ltd
 2,345,857 $224,803,476
5 CHWY
Chewy, Inc.
 6,648,996 $130,652,771
6 CPNG
Coupang, Inc.
 2,464,743 $42,812,585
7 PDD
PDD Holdings Inc.
 476,800 $36,370,304
8 VIPS
Vipshop Holdings Ltd
 1,980,054 $26,255,516

All Filings in W

Export CSV
46 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $277,260 3,000
2026-06-30 $241,468,783 2,612,733
2026-03-31 $188,325,463 2,503,995
2025-12-31 $301,230 3,000
2025-12-31 $200,820 2,000
2025-12-31 $204,436,667 2,036,019
2025-09-30 $170,622,265 1,910,022
2025-06-30 $89,214,190 1,744,509
2025-03-31 $52,131,419 1,627,581
2024-12-31 $57,462,209 1,296,530
2024-09-30 $46,263,612 823,489
2024-06-30 $67,754,569 1,284,934
2024-06-30 $33,509,915 635,500
2024-03-31 $117,492,541 1,730,886
2024-03-31 $43,090,224 634,800
2023-12-31 $82,108,447 1,330,769
2023-12-31 $37,242,120 603,600
2023-09-30 $99,243,278 1,638,489
2023-09-30 $20,345,463 335,900
2023-06-30 $23,104,554 355,400
2023-06-30 $115,587,780 1,778,000
2023-03-31 $44,357,561 1,291,717
2022-12-31 $32,596,358 991,072
2022-09-30 $960,225 29,500
2022-06-30 $63,290,719 1,452,955
2022-03-31 $26,902,812 242,849
2021-12-31 $3,096,511 16,300
2021-12-31 $3,533,442 18,600
2021-09-30 $9,198,360 36,000
2021-09-30 $7,665,300 30,000
2021-06-30 $3,157,100 10,000
2021-06-30 $3,093,958 9,800
2021-03-31 $218,358,756 693,753
2021-03-31 $629,500 2,000
2021-03-31 $314,750 1,000
2020-12-31 $8,964,657 39,700
2020-12-31 $172,196,157 762,571
2020-12-31 $8,467,875 37,500
2020-09-30 $3,957,736 13,600
2020-09-30 $207,832,648 714,177
2020-09-30 $2,735,494 9,400
2020-06-30 $139,468,197 705,775
2020-06-30 $2,055,144 10,400
2020-06-30 $5,948,061 30,100
2020-03-31 $3,537,728 66,200
2020-03-31 $897,792 16,800

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