Lisanti Capital Growth LLC Acquires Shares of 56,245 Wayfair Inc. $W

Posted by on May 24th, 2026

Lisanti Capital Growth LLC acquired a new stake in shares of Wayfair Inc. (NYSE:W – Free Report) in the fourth quarter, Holdings Channel reports. The fund acquired 56,245 shares of the company’s stock, valued at approximately $5,648,000. Wayfair makes up approximately 1.3% of Lisanti Capital Growth LLC’s holdings, making the stock its 24th largest position.

A number of other hedge funds also recently bought and sold shares of W. Arrowstreet Capital Limited Partnership lifted its stake in Wayfair by 826.0% during the third quarter. Arrowstreet Capital Limited Partnership now owns 2,817,056 shares of the company’s stock valued at $251,648,000 after buying an additional 2,512,854 shares in the last quarter. Voloridge Investment Management LLC purchased a new stake in Wayfair during the third quarter valued at about $108,125,000. AQR Capital Management LLC lifted its stake in Wayfair by 197.3% during the second quarter. AQR Capital Management LLC now owns 1,557,937 shares of the company’s stock valued at $79,673,000 after buying an additional 1,033,865 shares in the last quarter. Holocene Advisors LP lifted its stake in Wayfair by 351.9% during the second quarter. Holocene Advisors LP now owns 1,294,057 shares of the company’s stock valued at $66,178,000 after buying an additional 1,007,676 shares in the last quarter. Finally, Scopus Asset Management L.P. purchased a new stake in Wayfair during the second quarter valued at about $40,536,000. 89.67% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Wayfair

Here are the key news stories impacting Wayfair this week:

  • Positive Sentiment: Multiple articles spotlight Wayfair’s deep Memorial Day markdowns on outdoor furniture, grills, mattresses, AC units, rugs, and living room items, which could boost traffic and conversion during a key retail period.
  • Positive Sentiment: Wayfair continues to be featured as a go-to destination for budget-friendly home and seasonal purchases, reinforcing consumer awareness and promotional momentum ahead of summer. Wayfair’s $970 outdoor furniture set is on sale for $328 during Memorial Day sale
  • Positive Sentiment: Shareholders also approved an expanded equity incentive plan at the 2026 annual meeting, which may help Wayfair retain and motivate employees as it works to improve growth and profitability. Wayfair Shareholders Approve Expanded Equity Incentive Plan
  • Neutral Sentiment: Most of the remaining headlines are deal-roundups and product spotlights rather than new company-specific fundamentals, so they are likely helping sentiment more than changing the underlying business outlook.

Insider Transactions at Wayfair

In other news, Director Steven Conine sold 112,861 shares of the company’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $77.50, for a total value of $8,746,727.50. Following the transaction, the director owned 436,212 shares in the company, valued at $33,806,430. This represents a 20.55% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Niraj Shah sold 113,863 shares of the company’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $77.49, for a total value of $8,823,243.87. Following the completion of the transaction, the chief executive officer owned 435,274 shares in the company, valued at $33,729,382.26. This represents a 20.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 703,785 shares of company stock worth $54,004,173 in the last quarter. 18.44% of the stock is owned by corporate insiders.

Analyst Ratings Changes

W has been the subject of a number of analyst reports. Jefferies Financial Group reduced their price objective on shares of Wayfair from $86.00 to $70.00 and set a “hold” rating for the company in a research note on Thursday, April 30th. Wedbush reduced their price objective on shares of Wayfair from $100.00 to $85.00 and set a “neutral” rating for the company in a research note on Friday, February 20th. Canaccord Genuity Group reduced their price objective on shares of Wayfair from $125.00 to $115.00 and set a “buy” rating for the company in a research note on Friday, May 1st. Wall Street Zen lowered shares of Wayfair from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. Finally, Needham & Company LLC reduced their price objective on shares of Wayfair from $125.00 to $83.00 and set a “buy” rating for the company in a research note on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $99.89.

Check Out Our Latest Analysis on W

Wayfair Price Performance

Shares of W opened at $67.08 on Friday. The company has a market capitalization of $8.85 billion, a price-to-earnings ratio of -28.67, a P/E/G ratio of 3.83 and a beta of 3.02. Wayfair Inc. has a fifty-two week low of $34.46 and a fifty-two week high of $119.98. The business’s 50-day moving average is $71.64 and its 200-day moving average is $89.00.

Wayfair (NYSE:W – Get Free Report) last issued its earnings results on Thursday, April 30th. The company reported $0.26 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.26. The company had revenue of $2.93 billion for the quarter, compared to the consensus estimate of $2.89 billion. Wayfair had a negative return on equity of 2.20% and a negative net margin of 2.41%.The firm’s quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.10 EPS. Equities research analysts expect that Wayfair Inc. will post 0.58 earnings per share for the current fiscal year.

Wayfair Company Profile

(Free Report)

Wayfair Inc (NYSE: W) is an e-commerce company focused on home furnishings and décor. Through its platform, Wayfair offers a broad assortment of furniture, lighting, home textiles, kitchenware and decorative accessories. The company’s portfolio includes flagship sites such as Wayfair.com, as well as specialty retail brands like Joss & Main, AllModern, Birch Lane and Perigold, each catering to distinct design styles and price points.

Founded in 2002 by Niraj Shah and Steve Conine under the name CSN Stores, the business rebranded as Wayfair in 2011 and went public in 2014.

Featured Stories

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Institutional Ownership by Quarter for Wayfair (NYSE:W)

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