J. Goldman & Co LP WRBY — WARBY PARKER INC

Ownership history in J. Goldman & Co LP  ·  13 quarters on record

AI Ownership Summary

J. Goldman & Co LP reported WARBY PARKER INC (WRBY) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.66% in 2026 Q1. The latest visible filing shows WRBY at 0.05% 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 WRBY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Goldman & Co LP's position in WARBY PARKER INC, 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

WRBY was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2026 Q1

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.

WRBY stock page J. Goldman & Co LP fund profile J. Goldman & Co LP full holdings
How J. Goldman & Co LP held WRBY — position size vs. price
% of Fund (quarterly)    WRBY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 12 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 80,200 -1,001,283 -92.6% 0.05% $1.7M 2026-05-15 $28.73
2026 Q1 ADDED — — — 1,081,483 +463,593 +75.0% 0.66% $22.8M 2026-05-15 $28.73
2025 Q4 ADDED — — — 617,890 +513,790 +493.6% 0.35% $13.5M 2026-02-17 $21.96
2025 Q4 ADDED — — — 104,100 +74,100 +247.0% 0.06% $2.3M 2026-02-17 $21.96
2025 Q1 REDUCED 72.1% +20.3% ❌ 30,000 -77,353 -72.1% 0.01% $547K 2025-05-15 $17.57
2025 Q1 ADDED — — — 107,353 +77,353 +257.8% 0.05% $2.0M 2025-05-15 $17.57
2024 Q4 REDUCED 92.2% -24.7% ✅ 30,000 -353,587 -92.2% 0.02% $726K 2025-02-14 $25.69
2024 Q4 REDUCED 59.5% -24.7% ✅ 383,587 -562,456 -59.5% 0.24% $9.3M 2025-02-14 $25.69
2024 Q3 ADDED — — — 946,043 +938,543 +12513.9% 0.43% $15.4M 2024-11-14 $21.34
2024 Q3 REDUCED 85.7% +48.2% ❌ 7,500 -45,121 -85.7% 0.00% $122K 2024-11-14 $21.34
2024 Q2 ADDED — — — 52,621 +29,651 +129.1% 0.02% $845K 2024-08-14 $12.79
2023 Q4 REDUCED 30.2% -0.7% ✅ 22,970 -9,940 -30.2% 0.01% $324K 2024-02-14 $14.38
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WRBY

As of 2026 Q1 — sorted by position size

12 West Capital Management LP 3Y 7Y 4.64% KINGDON CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 2.44% Tao Capital Management LP 3Y 2.38% Niles Investment Management, LLC 2.09% BlackBarn Capital Partners LP 1.7% Watershed Asset Management, L.L.C. 3Y 7Y 1.54% Durable Capital Partners LP 3Y 1.39% Ranger Investment Management, L.P. 3Y 7Y 1.03% Sender Co & Partners, Inc. 3Y 0.73% UDINE WEALTH MANAGEMENT, INC. 3Y 0.68%

FAQ About J. Goldman & Co LP and WRBY

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

How long has J. Goldman & Co LP reported owning WRBY?

J. Goldman & Co LP reported WRBY across 12 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WRBY position in J. Goldman & Co LP's portfolio?

The largest reported portfolio weight for WRBY was 0.66% in 2026 Q1.

What is the latest reported WRBY position on this page?

The most recent filing on this page is 2026 Q1, when J. Goldman & Co LP reported 80,200 shares, equal to 0.05% of portfolio, with an estimated market value of $1.7M.

What does the chart on this WRBY ownership page compare?

The chart compares J. Goldman & Co LP's quarterly WRBY 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 J. Goldman & Co LP time their WRBY position?

Based on 13F filing dates vs. subsequent WRBY price moves, J. Goldman & Co LP correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on WRBY relative to SPY over the holding period was +21.2%.

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