WRBYNYSEOphthalmic GoodsFiscal year ends December 31
Warby Parker Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$24.99+1.65 (+7.07%)
Close on Oct 19, 2026
- Market cap
- $3.14B
- P/E (TTM)
- 357.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
125M of 124M shares
Institutional holders
303
66 new, 60 sold out
Net institutional buying
17M
In Q2 2026
Insider trades, 12 months
0 buys · 33 sales
Net sold $47.12M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| JPMorgan Chase & Co. | 9,679,315 | 9.10% | 13G (passive) amendment | Dec 31, 2025 |
| Blumenthal Neil Harris | 8,245,050 | 7.20% | 13G (passive) amendment | Jun 30, 2026 |
| David A. Gilboa | 7,788,532 | 6.90% | 13G (passive) amendment | Mar 31, 2025 |
| Durable Capital Partners LP | 7,310,605 | 6.90% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Portfolio Management | 5,417,963 | 5.07% | 13G (passive) | Mar 31, 2026 |
| Daniel Sundheim | 5,289,014 | 5.20% | 13G (passive) amendment | Dec 31, 2024 |
| T. Rowe Price Investment Management, Inc. | 5,076,485 | 5.20% | 13G (passive) amendment | Feb 14, 2024 |
| FMR LLC | 15,858,909 | 15.00% | 13G (passive) amendment | Nov 28, 2025 |
| BlackRock, Inc. | 15,035,134 | 14.00% | 13G (passive) amendment | Jun 30, 2026 |
| JPMorgan Chase & Co | 10,986,122 | 10.20% | 13G (passive) amendment | May 29, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WRBY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 15,577,440 | 12.60% | $472.62M | +51,068 | 0.02% |
| BlackRock, Inc. | 15,309,616 | 12.39% | $464.49M | +8,050,553 | 0.01% |
| JPMorgan Chase & Co | 11,110,949 | 8.99% | $334.67M | +1,022,840 | 0.02% |
| Durable Capital Partners LP | 6,396,513 | 5.17% | $194.07M | – | 1.89% |
| Vanguard Portfolio Management LLC | 5,983,328 | 4.84% | $181.53M | +651,775 | 0.01% |
| Vanguard Capital Management LLC | 4,487,337 | 3.63% | $136.15M | +83,829 | 0.00% |
| State Street Corp | 4,184,803 | 3.39% | $126.96M | +1,761,159 | 0.00% |
| Vaughan Nelson Investment Management, L.P. | 3,107,226 | 2.51% | $94.27M | +78,919 | 0.83% |
| Geode Capital Management, LLC | 2,571,338 | 2.08% | $78.03M | +197,002 | 0.00% |
| Fuller & Thaler Asset Management, Inc. | 2,397,130 | 1.94% | $72.73M | +84,193 | 0.20% |
| Bank Of America Corp /De/ | 1,924,105 | 1.56% | $58.38M | +546,459 | 0.00% |
| Nomura Asset Management International Inc. | 1,794,460 | 1.45% | $54.44M | +181,008 | 0.08% |
| Dimensional Fund Advisors LP | 1,772,781 | 1.43% | $53.78M | +50,204 | 0.01% |
| J. Goldman & Co LP | 1,725,022 | 1.40% | $52.34M | +643,539 | 1.35% |
| Goldman Sachs Group Inc | 1,664,862 | 1.35% | $50.51M | +368,187 | 0.00% |
| Woodline Partners LP | 1,563,094 | 1.26% | $47.42M | +476,797 | 0.15% |
| Morgan Stanley | 1,545,841 | 1.25% | $46.90M | −211,943 | 0.00% |
| Capital World Investors | 1,463,890 | 1.18% | $44.41M | +99,634 | 0.01% |
| Jennison Associates LLC | 1,462,994 | 1.18% | $44.39M | +502,695 | 0.03% |
| SRS Investment Management, LLC | 1,453,523 | 1.18% | $44.10M | +14,125 | 0.41% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 303 | 125M | 100.0% | 66 / 128 | 77 / 60 | 26M | 9M |
| Q1 2026 | 302 | 108M | 87.7% | 70 / 108 | 87 / 50 | 26M | 16M |
| Q4 2025 | 286 | 109M | 88.5% | 86 / 88 | 82 / 62 | 28M | 26M |
| Q3 2025 | 263 | 107M | 86.9% | 50 / 92 | 85 / 37 | 19M | 11M |
| Q2 2025 | 251 | 99M | 80.1% | 52 / 102 | 75 / 61 | 21M | 18M |
| Q1 2025 | 261 | 95M | 77.2% | 66 / 91 | 75 / 37 | 21M | 22M |
| Q4 2024 | 235 | 99M | 79.7% | 63 / 70 | 72 / 24 | 12M | 11M |
| Q3 2024 | 197 | 98M | 79.6% | 42 / 78 | 43 / 31 | 22M | 13M |
| Q2 2024 | 187 | 97M | 78.2% | 46 / 77 | 39 / 26 | 19M | 16M |
| Q1 2024 | 169 | 94M | 75.9% | 24 / 59 | 52 / 26 | 10M | 9M |
| Q4 2023 | 173 | 92M | 74.8% | 34 / 57 | 56 / 24 | 11M | 11M |
| Q3 2023 | 164 | 93M | 74.9% | 17 / 65 | 48 / 20 | 9M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WRBY | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6,065,587 | 4.91% | $184.03M | 0.17% | Jun 30, 2026 |
| Fidelity Blue Chip Growth Fund | 4,605,777 | 3.73% | $122.93M | 0.12% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 3,226,137 | 2.61% | $97.88M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,693,600 | 2.18% | $81.72M | 0.10% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,331,236 | 1.89% | $70.73M | 0.04% | Jun 30, 2026 |
| Fullerthaler Behavioral Small-Cap Growth | 1,558,400 | 1.26% | $47.28M | 0.77% | Jun 30, 2026 |
| Fidelity Small Cap Growth Fund | 1,454,973 | 1.18% | $38.83M | 0.44% | Jul 31, 2026 |
| SMALLCAP World Fund Inc | 1,364,256 | 1.10% | $41.39M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,347,134 | 1.09% | $40.87M | 0.09% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 1,211,862 | 0.98% | $29.71M | 0.54% | May 29, 2026 |
| Vanguard Extended Market Index Fund | 1,156,901 | 0.94% | $35.10M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,132,853 | 0.92% | $30.24M | 0.09% | Jul 31, 2026 |
| JPMorgan U.S. Tech Leaders ETF | 1,096,702 | 0.89% | $33.27M | 0.72% | Jun 30, 2026 |
| Vaughan Nelson Small Cap Fund | 989,205 | 0.80% | $30.01M | 1.98% | Jun 30, 2026 |
| Fidelity Blue Chip Growth K6 Fund | 970,311 | 0.78% | $25.90M | 0.13% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David Abraham Gilboa | Co-Chief Executive Officer, Director | 6,285,087 | 5.08% | Sep 4, 2026 |
| Neil Harris Blumenthal | Co-Chief Executive Officer, Director | 7,737,721 | 6.26% | Sep 4, 2026 |
| Adrian V. Mitchell | Chief Financial Officer | – | – | Feb 12, 2026 |
| Steven Clive Miller | Chief Financial Officer | 233,123 | 0.19% | Sep 5, 2025 |
| Jeffrey Jacob Raider | Director | 3,897,898 | 3.15% | Jul 2, 2026 |
| Teresa Briggs | Director | 64,852 | 0.05% | Jun 18, 2026 |
| Youngme E. Moon | Director | 26,061 | 0.02% | Jun 12, 2026 |
| Bradley E. Singer | Director | 125,030 | 0.10% | Jun 10, 2026 |
| Ronald A. Williams | Director | 122,802 | 0.10% | Jun 10, 2026 |
| Andrew Hunt | Director | 1,941,236 | 1.57% | Jun 10, 2026 |
| Joel E. Cutler | Director | 220,084 | 0.18% | Dec 18, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Sep 2, 2026 | Tax withholding | −11,504 | $24.19 | $278.28K | 40,406 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Sep 2, 2026 | Option exercise | +9,815 | – | – | 40,927 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Sep 2, 2026 | Option exercise | +10,983 | – | – | 51,910 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Sep 2, 2026 | Option exercise | +10,983 | – | – | 51,910 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Sep 2, 2026 | Option exercise | +9,815 | – | – | 40,927 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Sep 2, 2026 | Tax withholding | −11,504 | $24.19 | $278.28K | 40,406 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Jul 6, 2026 | Conversion | +54,347 | – | – | 85,459 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Jul 6, 2026 | Sale(10b5-1 plan) | −54,347 | $29.84 | $1.62M | 31,112 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Jul 6, 2026 | Conversion | +9,200 | – | – | 40,312 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Jul 6, 2026 | Sale(10b5-1 plan) | −9,200 | $29.99 | $275.91K | 31,112 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Jul 1, 2026 | Conversion | +189,320 | – | – | 248,779 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Jul 1, 2026 | Sale(10b5-1 plan) | −217,667 | $29.61 | $6.45M | 31,112 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Jul 1, 2026 | Conversion | +213,746 | – | – | 273,333 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Jul 1, 2026 | Sale(10b5-1 plan) | −242,221 | $29.69 | $7.19M | 31,112 |
| Jeffrey Jacob Raider Director | Jul 1, 2026 | Sale(10b5-1 plan) | −22,500 | $29.72 | $668.70K | 435,201 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Jun 29, 2026 | Option exercise | +36,300 | – | – | 95,759 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Jun 29, 2026 | Sale(10b5-1 plan) | −36,300 | $30.04 | $1.09M | 59,459 |
| Teresa Briggs Director | Jun 16, 2026 | Sale(10b5-1 plan) | −1,908 | $26.79 | $51.12K | 48,883 |
| Teresa Briggs Director | Jun 16, 2026 | Sale(10b5-1 plan) | −3,092 | $25.41 | $78.57K | 50,791 |
| Youngme E. Moon Director | Jun 12, 2026 | Sale | −10,000 | $26.53 | $265.30K | 26,061 |
| Andrew Hunt Director | Jun 8, 2026 | Award | +12,005 | – | – | 1,941,236 |
| Teresa Briggs Director | Jun 8, 2026 | Award | +9,004 | – | – | 53,883 |
| Youngme E. Moon Director | Jun 8, 2026 | Award | +9,004 | – | – | 36,061 |
| Bradley E. Singer Director | Jun 8, 2026 | Award | +9,004 | – | – | 25,030 |
| Jeffrey Jacob Raider Director | Jun 8, 2026 | Award | +9,004 | – | – | 457,701 |
| Ronald A. Williams Director | Jun 8, 2026 | Award | +13,006 | – | – | 113,629 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Jun 2, 2026 | Option exercise | +9,816 | – | – | 60,109 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Jun 2, 2026 | Tax withholding | −11,505 | $24.38 | $280.49K | 59,587 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Jun 2, 2026 | Option exercise | +10,983 | – | – | 71,092 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Jun 2, 2026 | Tax withholding | −11,505 | $24.38 | $280.49K | 59,459 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Jun 2, 2026 | Option exercise | +10,983 | – | – | 70,964 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Jun 2, 2026 | Option exercise | +9,816 | – | – | 59,981 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | May 19, 2026 | Conversion | +63,040 | – | – | 113,205 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | May 19, 2026 | Sale(10b5-1 plan) | −63,040 | $30.03 | $1.89M | 50,165 |
| Bradley E. Singer Director | May 14, 2026 | Sale | −4,833 | $29.01 | $140.21K | 100,000 |
| Bradley E. Singer Director | May 13, 2026 | Sale | −20,167 | $28.51 | $574.96K | 104,833 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Apr 20, 2026 | Sale(10b5-1 plan) | −22,442 | $25.09 | $563.07K | 50,165 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Apr 20, 2026 | Conversion | +22,442 | – | – | 72,607 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Apr 17, 2026 | Conversion | +47,655 | – | – | 97,820 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Apr 17, 2026 | Sale(10b5-1 plan) | −47,655 | $24.29 | $1.16M | 50,165 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Apr 17, 2026 | Conversion | +27,558 | – | – | 77,723 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Apr 17, 2026 | Sale(10b5-1 plan) | −27,558 | $25.04 | $690.05K | 50,165 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Apr 16, 2026 | Sale(10b5-1 plan) | −2,345 | $24.08 | $56.47K | 50,165 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Apr 16, 2026 | Conversion | +2,345 | – | – | 52,510 |
| Jeffrey Jacob Raider Director | Mar 11, 2026 | Sale | −25,000 | $25.43 | $635.75K | 448,697 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Mar 5, 2026 | Option exercise | +13,475 | – | – | 57,746 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Mar 5, 2026 | Tax withholding | −7,453 | $27.36 | $203.91K | 50,293 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Mar 5, 2026 | Option exercise | +13,475 | – | – | 57,618 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Mar 5, 2026 | Tax withholding | −7,453 | $27.36 | $203.91K | 50,165 |
| Bradley E. Singer Director | Mar 4, 2026 | Sale | −15,793 | $27.53 | $434.78K | 16,026 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Mar 2, 2026 | Tax withholding | −8,943 | $26.29 | $235.11K | 44,143 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Mar 2, 2026 | Award | +15,967 | – | – | 53,086 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Mar 2, 2026 | Award | +15,967 | – | – | 53,214 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Mar 2, 2026 | Tax withholding | −8,943 | $26.29 | $235.11K | 44,271 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Jan 13, 2026 | Sale(10b5-1 plan) | −80,094 | $29.46 | $2.36M | 37,247 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Jan 13, 2026 | Conversion | +80,094 | – | – | 117,341 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Jan 13, 2026 | Sale(10b5-1 plan) | −660 | $29.99 | $19.79K | 37,119 |
| Neil Harris Blumenthal Co-Chief Executive Officer, Director | Jan 13, 2026 | Conversion | +660 | – | – | 37,779 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Jan 9, 2026 | Sale(10b5-1 plan) | −19,906 | $29.09 | $579.07K | 37,247 |
| David Abraham Gilboa Co-Chief Executive Officer, Director | Jan 9, 2026 | Conversion | +19,906 | – | – | 57,153 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Blumenthal Neil Director, Officer | Oct 1, 2026 | 100,000 | $2.78M | Oct 1, 2026 | Previously Exercised Options & RSUs |
| Raider Jeffrey Director | Oct 1, 2026 | 15,000 | $416.70K | Oct 1, 2026 | Restricted Stock Units |
| Gilboa David Director, Officer | Jul 6, 2026 | 54,347 | $1.59M | Jul 6, 2026 | Exercise of Stock Options |
| Blumenthal Neil Director, Officer | Jul 6, 2026 | 9,200 | $269.19K | Jul 6, 2026 | Founder Shares & Previously Exercised Options |
| Raider Jeffrey Director | Jul 1, 2026 | 22,500 | $682.65K | Jul 1, 2026 | Restricted Stock Units |
| Gilboa David Director, Officer | Jul 1, 2026 | 242,221 | $7.35M | Jul 1, 2026 | Exercise of Stock Options |
| Blumenthal Neil Director, Officer | Jul 1, 2026 | 217,667 | $6.60M | Jul 1, 2026 | Founder Shares & Previously Exercised Options |
| Blumenthal Neil Director, Officer | Jun 29, 2026 | 36,300 | $1.06M | Jun 29, 2026 | Previously Exercised Options and Restricted Stock Units |
| Briggs Teresa Director | Jun 16, 2026 | 5,000 | $131.90K | Jun 16, 2026 | Restricted Stock Units |
| Moon Youngme Director | Jun 12, 2026 | 10,000 | $265.31K | Jun 12, 2026 | Restricted Stock |
| Blumenthal Neil Director, Officer | May 19, 2026 | 63,040 | $1.81M | May 19, 2026 | Previously Exercised Options and Restricted Stock Units |
| Singer Bradley Director | May 13, 2026 | 25,000 | $673.75K | May 13, 2026 | Purchase |
| Blumenthal Neil Director, Officer | Apr 17, 2026 | 50,000 | $1.16M | Apr 17, 2026 | Previously Exercised Options and Restricted Stock Units |
| Blumenthal Neil Director, Officer | Apr 16, 2026 | 50,000 | $1.18M | Apr 16, 2026 | Previously Exercised Options and Restricted Stock Units |
| Raider Jeffrey Director | Mar 11, 2026 | 25,000 | $635.78K | Mar 11, 2026 | Restricted stock vesting under a registered plan |