Wayfair Inc.
W- Exchange
- NYSE
- Industry
- Retail-Catalog & Mail-Order Houses
- SEC CIK
- 0001616707
In the last 90 days, Wayfair Inc. insiders filed 0 open-market purchases and 15 sales; 458 institutions reported holding it in 13F filings for Q2 2026, worth $11.2B in total; no superinvestor holds it.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $74.1M in total
- 15
- 13F holdersQ2 2026, +5 vs. previous quarter
- 458
- 13F valueReported value at the end of Q2 2026
- $11.2B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $12.5B
- +5.1% year over year
- Net income, FY2025
- -$313.0M
- No comparable prior period
- Free cash flow, FY2025
- $464.0M
- +90.2% year over year
- Revenue, Q3 FY2026
- $3.42B
- +9.7% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $313.0M (2.5% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 10.7M
- Shares sold short
- Change
- −1.28M
- −10.7% vs. previous
- Days to cover
- 5.25
- At average daily volume
Superinvestors holding W, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding W at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Wayfair Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 6, 2026 (view filing)4:39 PM ET | Nov 4-5 | 2 days | Tan FionaChief Technology Officer | SSaleClass A Common Stock | −15.0K | $123.94 | −$1.86M | −7.6%181.7K after | 2 lots10b5-1 |
| Nov 2, 2026 (view filing)5:06 PM ET | Oct 29 | 4 days | Blotner JonPres., Commercial & Operations | SSaleClass A Common Stock | −500 | $120.00 | −$60.0K | −0.4%115.4K after | 10b5-1 |
| Oct 22, 2026 (view filing)5:08 PM ET | Oct 20 | 2 days | Tan FionaChief Technology Officer | SSaleClass A Common Stock | −8.00K | $115.00 | −$920.0K | −3.9%196.7K after | 10b5-1 |
| Oct 19, 2026 (view filing)5:32 PM ET | Oct 15 | 4 days | Shah NirajChief Executive Officer | SSaleClass A Common Stock | −117.0K | $111.25 | −$13.0M | −52.7%105.1K after | 3 lots10b5-1 |
| Oct 19, 2026 (view filing)5:24 PM ET | Oct 15 | 4 days | Blotner JonPres., Commercial & Operations | SSaleClass A Common Stock | −546 | $110.00 | −$60.1K | −0.5%115.9K after | 10b5-1 |
| Oct 19, 2026 (view filing)5:19 PM ET | Oct 15 | 4 days | Conine StevenDirector | SSaleClass A Common Stock | −117.0K | $111.25 | −$13.0M | −52.7%105.1K after | 3 lots10b5-1 |
| Oct 14, 2026 (view filing)5:21 PM ET | Oct 12 | 2 days | Shah NirajChief Executive Officer | SSaleClass A Common Stock | −69.0K | $105.75 | −$7.30M | −23.7%222.1K after | 5 lots10b5-1 |
| Oct 14, 2026 (view filing)5:20 PM ET | Oct 12 | 2 days | Conine StevenDirector | SSaleClass A Common Stock | −69.0K | $105.75 | −$7.30M | −23.7%222.1K after | 5 lots10b5-1 |
| Oct 5, 2026 (view filing)6:55 PM ET | Oct 1 | 4 days | Tan FionaChief Technology Officer | SSaleClass A Common Stock | −7.00K | $102.18 | −$715.3K | −3.3%204.7K after | 10b5-1 |
| Oct 5, 2026 (view filing)6:52 PM ET | Oct 2 | 3 days | Blotner JonPres., Commercial & Operations | SSaleClass A Common Stock | −6.06K | $104.13 | −$630.6K | −4.9%116.4K after | 10b5-1 |
Top 10 13F holders, Q2 2026
See all 458 holdersThe largest institutional positions in Wayfair Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 16,277,047 | $1.50B | 0.07% | −8120.0% | Reduced |
| Capital World Investors | 11,177,483 | $1.03B | 0.12% | −2,614,300−19.0% | Reduced |
| BlackRock, Inc. | 5,035,150 | $465.3M | 0.01% | −703,528−12.3% | Reduced |
| Vanguard Capital Management LLC | 4,776,475 | $441.4M | 0.01% | +113,276+2.4% | Added |
| Renaissance Technologies LLC | 4,514,426 | $417.2M | 0.57% | −457,999−9.2% | Reduced |
| Jupiter Topco LLC | 4,469,109 | $413.0M | 0.17% | +4,469,109 | New |
| Vanguard Portfolio Management LLC | 4,198,629 | $388.0M | 0.02% | −190,032−4.3% | Reduced |
| AQR Capital Management LLC | 3,101,936 | $284.9M | 0.10% | +1,248,779+67.4% | Added |
| Spruce House Investment Management LLC | 2,909,700 | $268.9M | 7.91% | +309,700+11.9% | Added |
| Baillie Gifford & Co | 2,811,620 | $259.8M | 0.24% | −50,589−1.8% | Reduced |
Holders of 5% or more of W
See all 6 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Wayfair Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| FMR LLC | 13G/A | 14.00%16.3M shares | – | Feb 8, 20215 filings | Nov 5, 2026 | SEC |
| Capital World Investors | 13G/A | 9.70%11.2M shares | −3.00 ppfrom 12.70% | Dec 9, 20226 filings | Aug 12, 2026 | SEC |
| Shah Niraj | 13G/A | 8.20%9.73M shares | −1.10 ppfrom 9.30% | Feb 12, 20217 filings | May 11, 2026 | SEC |
| Conine Steven | 13G/A | 8.20%9.73M shares | −1.10 ppfrom 9.30% | Feb 12, 20217 filings | May 11, 2026 | SEC |
| Baillie Gifford & Co | 13G/A | 5.60%5.44M shares | – | Jan 7, 20215 filings | Nov 4, 2024 | SEC |
Politician trades
All politician trades in W8 members of Congress reported 29 trades in Wayfair Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Jun 8, 2026 |  Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| Jun 8, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| May 8, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| Feb 15, 2024 |  Jonathan L. Jackson House · IL | Sell | $15K-$50K |
| Jan 12, 2024 | Jonathan L. Jackson House · IL | Buy | $1K-$15K |
House · CA · Jun 8, 2026
Buy$1K-$15K
House · CA · Jun 8, 2026
Buy$1K-$15K
House · CA · May 8, 2026
Buy$1K-$15K
House · IL · Feb 15, 2024
Sell$15K-$50K
House · IL · Jan 12, 2024
Buy$1K-$15K