Warby Parker (WRBY)

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	254.16 mm	254.16 mm	254.16 mm	254.16 mm	254.16 mm	254.16 mm
Cash burn (monthly)	(no burn)	(no burn)	3.14 mm	2.51 mm	(no burn)	(no burn)
Cash used (since last report)	n/a	n/a	6.50 mm	5.20 mm	n/a	n/a
Cash remaining	n/a	n/a	247.66 mm	248.96 mm	n/a	n/a
Runway (months of cash)	n/a	n/a	78.9	99.2	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

WRBY institutional ownership history Ownership history

87.0% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	235	199	+18.1%
Opened positions	60	40	+50.0%
Closed positions	24	32	-25.0%
Increased positions	68	78	-12.8%
Reduced positions	74	43	+72.1%

13F shares	Current	Prev Q	Change
Total value	2.24 tn	1.50 tn	+48.6%
Total shares	104.04 mm	103.72 mm	+0.3%
Total puts	1.32 mm	1.18 mm	+12.2%
Total calls	1.80 mm	1.57 mm	+15.0%
Total put/call ratio	0.7	0.8	-2.4%

Largest owners	Shares	Value	Change
Vanguard	9.82 mm	$237.70 bn	+0.2%
Durable Capital Partners	9.02 mm	$218.32 bn	+10.3%
BlackRock	8.35 mm	$202.04 bn	+5.6%
FMR	6.02 mm	$145.64 bn	-9.8%
General Catalyst Group Management	5.66 mm	$136.95 bn	0.0%
General Catalyst Group Management Holdings GP	5.66 mm	$263.37 mm	0.0%
D1 Capital Partners	5.26 mm	$127.39 bn	-33.1%
Vaughan Nelson Investment Management	2.65 mm	$64.05 mm	+3.5%
Marshall Wace	2.24 mm	$54.15 bn	-32.2%
Baillie Gifford & Co	2.15 mm	$51.97 bn	-2.2%

Largest transactions	Shares	Bought/sold	Change
D1 Capital Partners	5.26 mm	-2.60 mm	-33.1%
MQBKY Macquarie Group Limited	1.76 mm	+1.76 mm	NEW
Marshall Wace	2.24 mm	-1.06 mm	-32.2%
American Century Companies	2.14 mm	+842.56 k	+64.7%
Durable Capital Partners	9.02 mm	+840.80 k	+10.3%
Millennium Management	374.37 k	-761.76 k	-67.0%
JPM JPMorgan Chase & Co.	1.00 mm	+664.91 k	+196.3%
FMR	6.02 mm	-652.94 k	-9.8%
Great Lakes Advisors	602.90 k	+602.90 k	NEW
Gilder Gagnon Howe & Co	1.68 mm	-591.71 k	-26.0%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

WRBY insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
30 Jan 25	Neil Harris Blumenthal	Class A Common Stock	Sell	Dispose S	No	Yes	27.61	50,000	1.38 mm	12,177
30 Jan 25	Neil Harris Blumenthal	Class A Common Stock	Conversion	Acquire C	No	No	0	50,000	0.00	62,177
30 Jan 25	Neil Harris Blumenthal	Class B Common Stock Class A Common Stock	Conversion	Dispose C	No	No	0	50,000	0.00	4,264,689
3 Jan 25	David Abraham Gilboa	Class A Common Stock	Sell	Dispose S	No	Yes	25.41	36,996	940.07 k	12,306
3 Jan 25	David Abraham Gilboa	Class A Common Stock	Conversion	Acquire C	No	No	0	36,996	0.00	49,302
3 Jan 25	David Abraham Gilboa	Class B Common Stock Class A Common Stock	Conversion	Dispose C	No	No	0	36,996	0.00	5,550,474
2 Jan 25	David Abraham Gilboa	Class A Common Stock	Sell	Dispose S	No	Yes	25.4	100	2.54 k	12,306
2 Jan 25	David Abraham Gilboa	Class A Common Stock	Sell	Dispose S	No	Yes	25.14	337,904	8.49 mm	12,406
2 Jan 25	David Abraham Gilboa	Class A Common Stock	Conversion	Acquire C	No	No	0	338,004	0.00	350,310
2 Jan 25	David Abraham Gilboa	Class B Common Stock Class A Common Stock	Conversion	Dispose C	No	No	0	338,004	0.00	5,587,470