BAILLIE GIFFORD & CO W — Wayfair Inc Class A

Ownership history in BAILLIE GIFFORD & CO  ·  43 quarters on record

AI Ownership Summary

BAILLIE GIFFORD & CO reported Wayfair Inc Class A (W) in 43 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.36% in 2023 Q4. The latest visible filing shows W at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this W ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAILLIE GIFFORD & CO's position in Wayfair Inc Class A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

W was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

W stock page BAILLIE GIFFORD & CO fund profile BAILLIE GIFFORD & CO full holdings
How BAILLIE GIFFORD & CO held W — position size vs. price
% of Fund (quarterly)    W price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,862,209 -1,139,895 -28.5% 0.22% $215.3M 2026-05-08 $66.26
2025 Q4 REDUCED — — — 4,002,104 -147,107 -3.5% 0.33% $401.9M 2026-01-23 $109.78
2025 Q3 REDUCED 26.7% +14.2% ❌ 4,149,211 -1,514,952 -26.7% 0.27% $370.6M 2025-10-31 $103.51
2025 Q2 REDUCED — — — 5,664,163 -243,767 -4.1% 0.22% $289.7M 2025-08-06 $76.68
2025 Q1 REDUCED — — — 5,907,930 -271,831 -4.4% 0.17% $189.2M 2025-05-07 $30.45
2024 Q4 ADDED — — — 6,179,761 +740,641 +13.6% 0.21% $273.9M 2025-01-31 $48.37
2024 Q3 REDUCED — — — 5,439,120 -149,047 -2.7% 0.23% $305.6M 2024-11-05 $44.33
2024 Q2 REDUCED — — — 5,588,167 -125,590 -2.2% 0.23% $294.7M 2024-07-25 $49.12
2024 Q1 REDUCED 23.1% -25.5% ✅ 5,713,757 -1,715,238 -23.1% 0.30% $387.8M 2024-05-01 $50.53
2023 Q4 REDUCED — — — 7,428,995 -277,940 -3.6% 0.36% $458.4M 2024-01-26 $56.17
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding W

As of 2026 Q1 — sorted by position size

GREAT HILL PARTNERS, L.P. 3Y 7Y 100.0% SMITH THOMAS W 3Y 7Y 17.62% Prescott General Partners LLC 3Y 7Y 12.8% SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 3Y 7Y 6.98% Hook Mill Capital Partners, LP 3Y 6.9% Tabor Asset Management, LP 3Y 5.74% GOODNOW INVESTMENT GROUP, LLC 3Y 7Y 5.26% Hidden Lake Asset Management LP 3Y 5.01% Panoramic Capital, LLC 3.5% MASTERS CAPITAL MANAGEMENT LLC 3Y 7Y 2.73%

FAQ About BAILLIE GIFFORD & CO and W

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAILLIE GIFFORD & CO reported owning W?

BAILLIE GIFFORD & CO reported W across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported W position in BAILLIE GIFFORD & CO's portfolio?

The largest reported portfolio weight for W was 0.36% in 2023 Q4.

What is the latest reported W position on this page?

The most recent filing on this page is 2026 Q1, when BAILLIE GIFFORD & CO reported 2,862,209 shares, equal to 0.22% of portfolio, with an estimated market value of $215.3M.

What does the chart on this W ownership page compare?

The chart compares BAILLIE GIFFORD & CO's quarterly W portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BAILLIE GIFFORD & CO time their W position?

Based on 13F filing dates vs. subsequent W price moves, BAILLIE GIFFORD & CO correctly timed 21 out of 41 reported position changes (51%). The annualised alpha on W relative to SPY over the holding period was -9.1%.

← Back to BAILLIE GIFFORD & CO Holdings