Renaissance discloses 5.06% stake in Wayfair

Wayfair Inc. received a significant ownership disclosure from quantitative investment firm Renaissance Technologies and its parent company.

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.

Insights

Equity ownership and governance analyst

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.

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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Accepted by SEC EDGAR 02/12/2026 - 02:15 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Wayfair Inc.

(Name of Issuer)

Class A Common Stock, $0.001 par value

(Title of Class of Securities)

94419L101

(CUSIP Number)

10/02/2025

(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)

SCHEDULE 13G

CUSIP No. 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 5,407,325.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 5,407,325.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,407,325.00

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)

5.06 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP No. 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 5,407,325.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 5,407,325.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,407,325.00

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)

5.06 %

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: 5407325
(b)	Percent of class: 5.06 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 5407325
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 5407325
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
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:	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.