Renaissance Reports 4.54% Passive Stake in Wayfair

Wayfair Inc. passive holders Renaissance Technologies LLC and Renaissance Technologies Holdings Corporation report beneficial ownership of 4,972,425 shares of Class A Common Stock, representing 4.54% of the class.

Rhea-AI Filing Summary

Wayfair Inc. passive holders Renaissance Technologies LLC and Renaissance Technologies Holdings Corporation report beneficial ownership of 4,972,425 shares of Class A Common Stock, representing 4.54% of the class. The filing is an amendment to a Schedule 13G and lists sole voting and dispositive power over the same 4,972,425 shares.

The report names Renaissance Technologies entities as Delaware-organized holders and cites certain Renaissance-managed funds as having rights to dividends or sale proceeds. Signatures are dated 05/14/2026.

Insights

Institutional Ownership Analyst

Renaissance discloses a passive 4.54% stake in Wayfair Class A.

This amendment to a Schedule 13G shows 4,972,425 shares with sole voting and dispositive power reported by Renaissance Technologies LLC and Renaissance Technologies Holdings Corporation. Schedule 13G status indicates passive investment reporting rather than active acquisition intent.

Key dependencies include any future amendments if holdings cross 5% or change materially; subsequent filings will disclose changes in percent or voting/dispositive power.

Key Figures

Beneficial ownership: 4,972,425 shares Percent of class: 4.54% CUSIP: 94419L101 +2 more

5 metrics

Beneficial ownership 4,972,425 shares Class A Common Stock

Percent of class 4.54% Class A Common Stock

CUSIP 94419L101 Wayfair Class A Common Stock

Filing type Schedule 13G/A Amendment reporting passive ownership

Signature date 05/14/2026 Amendment signature date

Key Terms

Schedule 13G/A, Beneficial ownership, Sole dispositive power, CUSIP

4 terms

Schedule 13G/A regulatory

"amendment to a Schedule 13G and lists sole voting"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficial ownership financial

"Amount beneficially owned: 4972425 (b) Percent of class: 4.54 %"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

Sole dispositive power regulatory

"Sole Dispositive Power 4,972,425.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

CUSIP financial

"Class A Common Stock, $0.001 par value 94419L101"

A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Renaissance Technologies report in Wayfair (W)?

Renaissance reports beneficial ownership of 4,972,425 shares, equal to 4.54% of Wayfair's Class A Common Stock as stated in the amendment.

Who holds voting and dispositive power over the reported Wayfair shares?

The filing states Renaissance Technologies LLC and Renaissance Technologies Holdings Corporation each have sole voting and sole dispositive power over the 4,972,425 shares reported.

Is this Schedule 13G filing passive or active?

This is an amended Schedule 13G, indicating the position is reported as passive under Section 13(d), not an active 13D acquisition with control intent.

Does the filing identify other persons with rights to proceeds or dividends?

Yes; the filing states that certain funds managed by Renaissance have rights to dividends and sale proceeds from the securities, per the Ownership disclosures.

What dates appear in the filing for ownership and signatures?

The cover shows 03/31/2026 near the security line; signatures are dated 05/14/2026 on the amendment executed by Brian Felczak.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/14/2026 - 04:47 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Wayfair Inc.

(Name of Issuer)

Class A Common Stock, $0.001 par value

(Title of Class of Securities)

94419L101

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 94419L101

1

Names of Reporting Persons

Renaissance Technologies LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 4,972,425.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 4,972,425.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,972,425.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.54 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP Number(s): 94419L101

1

Names of Reporting Persons

Renaissance Technologies Holdings Corporation

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 4,972,425.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 4,972,425.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,972,425.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.54 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Wayfair Inc.
(b)	Address of issuer's principal executive offices: 4 COPLEY PLACE, BOSTON, MA 02116
Item 2.
(a)	Name of person filing: This Schedule 13G is being filed by Renaissance Technologies LLC ("RTC") and Renaissance Technologies Holdings Corporation ("RTHC").
(b)	Address or principal business office or, if none, residence: 800 Third Avenue New York, New York 10022
(c)	Citizenship: RTC is a Delaware limited liability company, and RTHC is a Delaware corporation.
(d)	Title of class of securities: Class A Common Stock, $0.001 par value
(e)	CUSIP No.: 94419L101
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 4972425
(b)	Percent of class: 4.54 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 4972425
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 4972425
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. Certain funds managed by RTC have the right to receive dividends and proceeds from the sale of the securities which are the subject of this report.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Renaissance Technologies LLC

Signature:	Brian Felczak
Name/Title:	Chief Financial Officer
Date:	05/14/2026

Renaissance Technologies Holdings Corporation

Signature:	Brian Felczak
Name/Title:	Vice President
Date:	05/14/2026

Exhibit Information

In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, each of the undersigned agrees to the filing on behalf of each of a Statement on Schedule 13G, and all amendments thereto, with respect to the Class A Common Stock, $0.001 par value of Wayfair Inc.