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Renaissance Technologies reports 5.06% Wayfair (W) ownership stake in 13G

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Wayfair Inc. received a significant ownership disclosure from quantitative investment firm Renaissance Technologies and its parent company. They report beneficial ownership of 5,407,325 shares of Wayfair Class A common stock, representing 5.06% of the outstanding class as of the 10/02/2025 event date.

Renaissance states it has sole power to vote and dispose of these shares, with no shared voting or dispositive power. The filing notes that certain funds managed by Renaissance have the right to receive dividends and sale proceeds. Renaissance also certifies the position was acquired and is held in the ordinary course of business, not to change or influence control of Wayfair.

Positive

  • None.

Negative

  • None.

Insights

Renaissance reports a 5.06% passive stake in Wayfair, with no stated intent to influence control.

The disclosure shows Renaissance Technologies and its parent holding 5,407,325 Wayfair Class A shares, or 5.06% of the class. They report sole voting and dispositive power, indicating centralized control over how these shares are voted and traded.

The certification emphasizes the stake is held in the ordinary course of business and not for changing or influencing control. Certain funds managed by Renaissance are entitled to dividends and sale proceeds, so actual portfolio activity will depend on those funds’ strategies. Future ownership reports for periods after 10/02/2025 may update this percentage.






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)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Renaissance Technologies LLC
Signature:Brian Felczak
Name/Title:Chief Financial Officer
Date:02/12/2026
Renaissance Technologies Holdings Corporation
Signature:Brian Felczak
Name/Title:Vice President
Date:02/12/2026
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.

FAQ

What ownership stake in Wayfair (W) did Renaissance Technologies report?

Renaissance Technologies reported beneficial ownership of 5,407,325 Wayfair Class A shares, equal to 5.06% of that class. This gives Renaissance sole voting and dispositive power over a meaningful minority stake, as disclosed in the Schedule 13G ownership filing.

Who are the reporting persons in the Wayfair (W) Schedule 13G filing?

The filing is made jointly by Renaissance Technologies LLC and Renaissance Technologies Holdings Corporation. Renaissance Technologies is the investment manager, while the holding company is its parent. Both entities report the same 5,407,325 shares and 5.06% beneficial ownership of Wayfair Class A common stock.

Does Renaissance Technologies seek to influence control at Wayfair (W)?

Renaissance certifies the Wayfair shares were acquired and are held in the ordinary course of business, not to change or influence control. The filing states they are not held in connection with any control-seeking transaction, other than activities solely related to proxy nomination rules referenced in the certification.

What voting and dispositive powers does Renaissance have over Wayfair (W) shares?

Renaissance reports sole power to vote and sole power to dispose of 5,407,325 Wayfair Class A shares, with no shared voting or dispositive power. This means decisions on how these shares are voted and traded rest entirely with Renaissance, subject to its managed funds’ interests.

Which investors benefit economically from Renaissance’s Wayfair (W) position?

The filing explains that certain funds managed by Renaissance Technologies have the right to receive dividends and proceeds from selling the Wayfair shares. While Renaissance controls voting and disposition, those underlying funds hold the primary economic interest in the 5.06% Wayfair Class A stake.

When was the ownership event for Renaissance’s Wayfair (W) stake dated?

The Schedule 13G lists an event date of October 2, 2025. As of that date, Renaissance Technologies and its parent reported beneficial ownership of 5,407,325 Wayfair Class A shares, representing 5.06% of the outstanding class according to the disclosure detail in the filing.
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