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WARBY PARKER INC WRBY

Warby Parker Inc. sells eyewear products through its retail and e-commerce platform in the United States and Canada. The company offers eyeglasses and sunglasses; and single-vision, progressive, light-responsive, polarized, blue-light-filtering, tinted, non-prescription, and contact lenses.

Company profile

Business mix

  • The company offers eyeglasses and sunglasses; and single-vision, progressive, light-responsive, polarized, blue-light-filtering, tinted, non-prescription, and contact lenses.
  • It also provides accessories, such as cases, pouches, lenses kit with anti-fog spray, travel cases, lenses cloth, anti-fog lens spray, and sun clip-ons through its stores, website, and mobile apps.
  • In addition, the company offers eye exams and vision tests, as well as optical services. Warby Parker Inc. was incorporated in 2009 and is headquartered in New York, New York.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within medical instruments & supplies?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Durable Capital Partners Henry Ellenbogen 1.4% $134.8M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $67.5M Estimated from net reduced shares
Net share change / base shares -33.4% -3,201,295 / 9,597,808
Durable Capital Partners Henry Ellenbogen 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -8.8% 13F value change +$30.9M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -16.5% 13F value change -$82.1M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -12.5% 13F value change -$24.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 9,597,808 Last 3 periods -3,201,295 (-33.4%) Total shares 6,396,513 Value $134.8M

Recent mentions

No public mentions.