AQR Capital Management, LLC and AQR Capital Management Holdings, LLC filed a Schedule 13G with the SEC on November 13, 2026, disclosing beneficial ownership of 7,240,276 shares of Wayfair Inc. Class A Common Stock as of September 30, 2026.

Key Highlights

  • Beneficial ownership: AQR Capital Management, LLC and AQR Capital Management Holdings, LLC each reported aggregate beneficial ownership of 7,240,276 shares of Wayfair Class A Common Stock.
  • Percent of class: The 7,240,276 shares represent 6.24% of the class, according to the filing.
  • Shared voting power: Both entities reported shared voting power over 7,164,960 shares, with sole voting power of 0.
  • Shared dispositive power: Both entities reported shared dispositive power over 7,240,276 shares, with sole dispositive power of 0.
  • Triggering event date: The date of the event requiring this filing was September 30, 2026.
  • Relationship between filers: According to the filing, AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC.
  • Ordinary course certification: The filers certified that the securities "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."

AQR's Schedule 13G Filing on Wayfair Class A Shares

AQR Capital Management, LLC, classified as an investment adviser (Type: IA), and its parent AQR Capital Management Holdings, LLC, classified as a holding company (Type: HC), jointly filed a Schedule 13G disclosing a position in Wayfair Inc. (NYSE:W) Class A Common Stock, par value $0.001 per share, CUSIP 94419L101. Both entities are organized in the United States and maintain their principal business office at One Greenwich Plaza, Suite 130, Greenwich, Connecticut 06830, according to the filing.

The filing reports that as of September 30, 2026, the two entities together beneficially own 7,240,276 shares, equal to 6.24% of the class. Neither entity holds any sole voting or sole dispositive power over the reported shares. Shared voting power is reported at 7,164,960 shares, while shared dispositive power covers the full 7,240,276 shares. The filing was signed by Henry Parkin as Authorized Signatory for both AQR Capital Management, LLC and AQR Capital Management Holdings, LLC on November 13, 2026.

The exhibit attached to the filing states that both AQR entities jointly filed this Schedule 13G on behalf of each party, and confirms the subsidiary relationship between the two filers. Items 5, 8, and 9 of the filing, covering ownership of 5% or less, group membership, and dissolution of group, are each marked "Not Applicable."

What Was Disclosed

AQR Capital Management, LLC and AQR Capital Management Holdings, LLC disclosed a combined 7,240,276-share beneficial ownership position, representing 6.24% of Wayfair Inc. Class A Common Stock, with the triggering event dated September 30, 2026.