WNYSERetail-Catalog & Mail-Order HousesFiscal year ends December 31
Wayfair Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$111.98+4.70 (+4.38%)
Close on Oct 19, 2026
- Market cap
- $14.78B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.5%
123M of 137M shares
Institutional holders
456
92 new, 82 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 143 sales
Net sold $214.27M
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 |
|---|---|---|---|---|
| Niraj Shah | 9,725,290 | 8.20% | 13G (passive) amendment | Mar 31, 2026 |
| Steven Conine | 9,725,064 | 8.20% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Capital Management | 5,473,063 | 5.03% | 13G (passive) | Mar 31, 2026 |
| Alyeska Investment Group, L.P. | 5,462,651 | 5.34% | 13G (passive) | Mar 31, 2025 |
| Renaissance Technologies LLC | 5,407,325 | 5.06% | 13G (passive) | Oct 2, 2025 |
| BlackRock, Inc. | 4,705,522 | 5.00% | 13G (passive) amendment | Mar 31, 2024 |
| FMR LLC | 13,945,936 | 15.09% | 13G (passive) amendment | Feb 9, 2024 |
| Capital World Investors | 11,177,483 | 9.70% | 13G (passive) amendment | Jun 30, 2026 |
| Bares Capital Management, Inc. | – | – | 13G (passive) amendment | Oct 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of W | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 16,277,047 | 11.88% | $1.50B | −812 | 0.07% |
| Capital World Investors | 11,177,483 | 8.16% | $1.03B | −2,614,300 | 0.12% |
| BlackRock, Inc. | 5,035,150 | 3.68% | $465.35M | −703,528 | 0.01% |
| Vanguard Capital Management LLC | 4,776,475 | 3.49% | $441.44M | +113,276 | 0.01% |
| Renaissance Technologies LLC | 4,514,426 | 3.30% | $417.22M | −457,999 | 0.57% |
| Jupiter Topco LLC | 4,469,109 | 3.26% | $413.03M | New | 0.17% |
| Vanguard Portfolio Management LLC | 4,198,629 | 3.07% | $388.04M | −190,032 | 0.02% |
| Aqr Capital Management LLC | 3,101,936 | 2.26% | $284.85M | +1,248,779 | 0.10% |
| Spruce House Investment Management LLC | 2,909,700 | 2.12% | $268.91M | +309,700 | 7.91% |
| Baillie Gifford & Co | 2,811,620 | 2.05% | $259.85M | −50,589 | 0.24% |
| Great Hill Partners, L.P. | 2,788,912 | 2.04% | $257.75M | – | 100.00% |
| Two Sigma Investments, LP | 2,612,733 | 1.91% | $241.47M | +108,738 | 0.17% |
| D. E. Shaw & Co., Inc. | 2,467,411 | 1.80% | $228.04M | +1,538,183 | 0.11% |
| Castle Hook Partners LP | 2,455,952 | 1.79% | $226.98M | +2,430,328 | 1.04% |
| Contour Asset Management LLC | 2,396,292 | 1.75% | $221.47M | +2,067,584 | 5.24% |
| Prescott General Partners LLC | 2,322,401 | 1.70% | $214.64M | – | 10.97% |
| Wellington Management Group Llp | 2,259,111 | 1.65% | $208.79M | −197,587 | 0.04% |
| Geode Capital Management, LLC | 1,918,415 | 1.40% | $178.54M | −295,482 | 0.01% |
| State Street Corp | 1,839,140 | 1.34% | $169.97M | +102,315 | 0.01% |
| Assenagon Asset Management S.A. | 1,637,182 | 1.20% | $151.31M | +1,061,382 | 0.09% |
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 | 456 | 123M | 89.5% | 92 / 158 | 144 / 82 | 24M | 21M |
| Q1 2026 | 449 | 123M | 90.1% | 99 / 145 | 151 / 127 | 28M | 20M |
| Q4 2025 | 482 | 124M | 90.7% | 127 / 186 | 116 / 53 | 15M | 10M |
| Q3 2025 | 414 | 120M | 87.9% | 128 / 141 | 95 / 47 | 23M | 21M |
| Q2 2025 | 336 | 119M | 86.7% | 90 / 101 | 106 / 67 | 17M | 17M |
| Q1 2025 | 316 | 118M | 86.4% | 47 / 121 | 94 / 66 | 23M | 14M |
| Q4 2024 | 339 | 110M | 80.4% | 62 / 123 | 107 / 71 | 14M | 19M |
| Q3 2024 | 353 | 115M | 84.1% | 74 / 109 | 115 / 54 | 19M | 14M |
| Q2 2024 | 336 | 116M | 84.3% | 49 / 139 | 88 / 74 | 15M | 15M |
| Q1 2024 | 364 | 116M | 84.5% | 71 / 131 | 102 / 59 | 20M | 14M |
| Q4 2023 | 355 | 110M | 80.6% | 82 / 115 | 111 / 50 | 18M | 14M |
| Q3 2023 | 326 | 107M | 78.1% | 60 / 117 | 85 / 39 | 14M | 11M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of W | Value | % of fund | As of |
|---|---|---|---|---|---|
| Growth Fund of America | 4,568,978 | 3.34% | $330.15M | 0.09% | May 31, 2026 |
| Fidelity Growth Company Fund | 4,295,076 | 3.14% | $310.36M | 0.31% | May 31, 2026 |
| SMALLCAP World Fund Inc | 4,058,496 | 2.96% | $375.09M | 0.40% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,305,460 | 2.41% | $305.49M | 0.01% | Jun 30, 2026 |
| Janus Henderson Enterprise Fund | 2,774,232 | 2.03% | $256.39M | 1.14% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,389,421 | 1.74% | $220.83M | 0.12% | Jun 30, 2026 |
| Fidelity Blue Chip Growth Fund | 1,769,481 | 1.29% | $150.23M | 0.15% | Jul 31, 2026 |
| Vanguard U.S. Growth Fund | 1,552,888 | 1.13% | $112.21M | 0.24% | May 31, 2026 |
| Growth Fund | 1,406,061 | 1.03% | $129.95M | 0.23% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,376,013 | 1.00% | $127.17M | 0.27% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,273,328 | 0.93% | $117.68M | 0.12% | Jun 30, 2026 |
| Fidelity Series Growth Company Fund | 1,270,320 | 0.93% | $91.79M | 0.38% | May 31, 2026 |
| Fidelity Growth Company K6 Fund | 1,268,939 | 0.93% | $91.69M | 0.33% | May 31, 2026 |
| Capital Group Growth ETF | 804,474 | 0.59% | $58.13M | 0.24% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 551,046 | 0.40% | $39.82M | 0.09% | May 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 |
|---|---|---|---|---|
| Niraj Shah | Chief Executive Officer, Director | 9,003,715 | 6.57% | Sep 16, 2026 |
| Jon Blotner | Pres., Commercial & Operations | 110,476 | 0.08% | Sep 10, 2026 |
| Fiona Tan | Chief Technology Officer | 224,262 | 0.16% | Jul 6, 2026 |
| Kate Gulliver | CFO and Chief Admin Officer | 159,681 | 0.12% | Jul 6, 2026 |
| Thomas Netzer | Chief Operating Officer | 171,790 | 0.13% | Dec 18, 2024 |
| Steven Conine | Director | 8,994,393 | 6.57% | Sep 16, 2026 |
| Jeremy King | Director | 19,965 | 0.01% | Aug 14, 2026 |
| Andrea Jung | Director | 22,857 | 0.02% | Aug 14, 2026 |
| Michael Andrew Kumin | Director | 319,753 | 0.23% | Mar 31, 2026 |
| Diana Frost | Director | 8,304 | 0.01% | Mar 6, 2026 |
| Jeffrey G. Naylor | Director | 33,052 | 0.02% | Mar 6, 2026 |
| III Harry A. Lawton | Director | 2,261 | 0.00% | Nov 14, 2025 |
| Michael E. Sneed | Director | 24,543 | 0.02% | Nov 14, 2025 |
| Anke Schaferkordt | Director | 14,689 | 0.01% | May 5, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Steven Conine Director | Sep 14, 2026 | Sale(10b5-1 plan) | −4,102 | $102.40 | $420.04K | 338,232 |
| Steven Conine Director | Sep 14, 2026 | Sale(10b5-1 plan) | −12,808 | $105.40 | $1.35M | 298,611 |
| Steven Conine Director | Sep 14, 2026 | Sale(10b5-1 plan) | −19,159 | $104.42 | $2.00M | 311,419 |
| Steven Conine Director | Sep 14, 2026 | Sale(10b5-1 plan) | −7,654 | $103.39 | $791.35K | 330,578 |
| Steven Conine Director | Sep 14, 2026 | Sale(10b5-1 plan) | −7,538 | $106.09 | $799.71K | 291,073 |
| Steven Conine Director | Sep 14, 2026 | Sale(10b5-1 plan) | −3,525 | $101.43 | $357.54K | 342,334 |
| Steven Conine Director | Sep 14, 2026 | Sale(10b5-1 plan) | −4,801 | $100.39 | $481.97K | 345,859 |
| Steven Conine Director | Sep 14, 2026 | Sale(10b5-1 plan) | −4,896 | $99.42 | $486.76K | 350,660 |
| Steven Conine Director | Sep 14, 2026 | Sale(10b5-1 plan) | −4,517 | $98.32 | $444.11K | 355,556 |
| Niraj Shah Chief Executive Officer, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −4,732 | $100.31 | $474.67K | 346,362 |
| Niraj Shah Chief Executive Officer, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −4,485 | $98.27 | $440.74K | 355,652 |
| Niraj Shah Chief Executive Officer, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −4,558 | $99.34 | $452.79K | 351,094 |
| Niraj Shah Chief Executive Officer, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −7,434 | $106.09 | $788.67K | 291,137 |
| Niraj Shah Chief Executive Officer, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −12,943 | $105.41 | $1.36M | 298,571 |
| Niraj Shah Chief Executive Officer, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −19,374 | $104.41 | $2.02M | 311,514 |
| Niraj Shah Chief Executive Officer, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −7,258 | $103.37 | $750.26K | 330,888 |
| Niraj Shah Chief Executive Officer, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −4,437 | $102.36 | $454.17K | 338,146 |
| Niraj Shah Chief Executive Officer, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −3,779 | $101.33 | $382.93K | 342,583 |
| Jon Blotner Pres., Commercial & Operations | Sep 8, 2026 | Sale(10b5-1 plan) | −6,968 | $100.22 | $698.33K | 110,376 |
| Niraj Shah Chief Executive Officer, Director | Aug 12, 2026 | Sale(10b5-1 plan) | −9,025 | $101.98 | $920.37K | 420,112 |
| Niraj Shah Chief Executive Officer, Director | Aug 12, 2026 | Sale(10b5-1 plan) | −23,259 | $102.87 | $2.39M | 396,853 |
| Niraj Shah Chief Executive Officer, Director | Aug 12, 2026 | Sale(10b5-1 plan) | −25,137 | $103.71 | $2.61M | 371,716 |
| Niraj Shah Chief Executive Officer, Director | Aug 12, 2026 | Sale(10b5-1 plan) | −11,524 | $104.68 | $1.21M | 360,192 |
| Niraj Shah Chief Executive Officer, Director | Aug 12, 2026 | Sale(10b5-1 plan) | −55 | $105.43 | $5.80K | 360,137 |
| Jeremy King Director | Aug 12, 2026 | Award | +2,422 | – | – | 19,965 |
| Andrea Jung Director | Aug 12, 2026 | Award | +2,422 | – | – | 7,154 |
| Steven Conine Director | Aug 12, 2026 | Sale(10b5-1 plan) | −23,604 | $103.72 | $2.45M | 371,496 |
| Steven Conine Director | Aug 12, 2026 | Sale(10b5-1 plan) | −11,248 | $104.69 | $1.18M | 360,248 |
| Steven Conine Director | Aug 12, 2026 | Sale(10b5-1 plan) | −175 | $105.42 | $18.45K | 360,073 |
| Steven Conine Director | Aug 12, 2026 | Sale(10b5-1 plan) | −8,724 | $101.98 | $889.67K | 420,349 |
| Steven Conine Director | Aug 12, 2026 | Sale(10b5-1 plan) | −25,249 | $102.89 | $2.60M | 395,100 |
| Jon Blotner Pres., Commercial & Operations | Jul 2, 2026 | Sale(10b5-1 plan) | −5,925 | $96.29 | $570.52K | 117,344 |
| Jon Blotner Pres., Commercial & Operations | Jul 1, 2026 | Tax withholding | −11,339 | $95.14 | $1.08M | 123,269 |
| Jon Blotner Pres., Commercial & Operations | Jul 1, 2026 | Option exercise | +326 | – | – | 111,484 |
| Jon Blotner Pres., Commercial & Operations | Jul 1, 2026 | Option exercise | +182 | – | – | 111,666 |
| Jon Blotner Pres., Commercial & Operations | Jul 1, 2026 | Option exercise | +22,942 | – | – | 134,608 |
| Kate Gulliver CFO and Chief Admin Officer | Jul 1, 2026 | Option exercise | +218 | – | – | 159,681 |
| Kate Gulliver CFO and Chief Admin Officer | Jul 1, 2026 | Option exercise | +428 | – | – | 160,109 |
| Kate Gulliver CFO and Chief Admin Officer | Jul 1, 2026 | Option exercise | +22,428 | – | – | 182,537 |
| Kate Gulliver CFO and Chief Admin Officer | Jul 1, 2026 | Tax withholding | −11,347 | $95.14 | $1.08M | 171,190 |
| Kate Gulliver CFO and Chief Admin Officer | Jul 1, 2026 | Option exercise | +392 | – | – | 159,463 |
| Fiona Tan Chief Technology Officer | Jul 1, 2026 | Option exercise | +1,198 | – | – | 12,564 |
| Fiona Tan Chief Technology Officer | Jul 1, 2026 | Tax withholding | −14,357 | $95.14 | $1.37M | 25,280 |
| Fiona Tan Chief Technology Officer | Jul 1, 2026 | Option exercise | +27,073 | – | – | 39,637 |
| Niraj Shah Chief Executive Officer, Director | Apr 24, 2026 | Sale(10b5-1 plan) | −5,137 | $78.66 | $404.08K | 429,537 |
| Niraj Shah Chief Executive Officer, Director | Apr 24, 2026 | Sale(10b5-1 plan) | −600 | $77.69 | $46.61K | 434,674 |
| Niraj Shah Chief Executive Officer, Director | Apr 24, 2026 | Sale(10b5-1 plan) | −400 | $79.47 | $31.79K | 429,137 |
| Steven Conine Director | Apr 24, 2026 | Sale(10b5-1 plan) | −600 | $77.54 | $46.52K | 435,612 |
| Steven Conine Director | Apr 24, 2026 | Sale(10b5-1 plan) | −5,839 | $78.57 | $458.77K | 429,773 |
| Steven Conine Director | Apr 24, 2026 | Sale(10b5-1 plan) | −700 | $79.26 | $55.48K | 429,073 |
| Niraj Shah Chief Executive Officer, Director | Apr 23, 2026 | Sale(10b5-1 plan) | −3,785 | $79.08 | $299.32K | 436,023 |
| Niraj Shah Chief Executive Officer, Director | Apr 23, 2026 | Sale(10b5-1 plan) | −16,716 | $76.37 | $1.28M | 532,421 |
| Niraj Shah Chief Executive Officer, Director | Apr 23, 2026 | Sale(10b5-1 plan) | −53,136 | $77.24 | $4.10M | 479,285 |
| Niraj Shah Chief Executive Officer, Director | Apr 23, 2026 | Sale(10b5-1 plan) | −39,477 | $78.10 | $3.08M | 439,808 |
| Niraj Shah Chief Executive Officer, Director | Apr 23, 2026 | Sale(10b5-1 plan) | −749 | $79.85 | $59.81K | 435,274 |
| Steven Conine Director | Apr 23, 2026 | Sale(10b5-1 plan) | −16,721 | $76.37 | $1.28M | 532,352 |
| Steven Conine Director | Apr 23, 2026 | Sale(10b5-1 plan) | −751 | $79.85 | $59.97K | 436,212 |
| Steven Conine Director | Apr 23, 2026 | Sale(10b5-1 plan) | −52,639 | $77.25 | $4.07M | 479,713 |
| Steven Conine Director | Apr 23, 2026 | Sale(10b5-1 plan) | −38,510 | $78.11 | $3.01M | 441,203 |
| Steven Conine Director | Apr 23, 2026 | Sale(10b5-1 plan) | −4,240 | $79.06 | $335.21K | 436,963 |
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 |
|---|---|---|---|---|---|
| Niraj Shah Officer, Director | Oct 15, 2026 | 117,000 | $13.02M | Oct 15, 2026 | Founders Shares |
| Jon Blotner Officer | Oct 15, 2026 | 546 | $60.06K | Oct 15, 2026 | Restricted Stock Vesting |
| Steven Conine Officer, Director | Oct 15, 2026 | 117,000 | $13.02M | Oct 15, 2026 | Founders Shares |
| Niraj Shah Officer, Director | Oct 13, 2026 | 69,000 | $7.30M | Oct 12, 2026 | Founders Shares |
| Niraj Shah Officer, Director | Oct 13, 2026 | 6,000 | $625.32K | Oct 12, 2026 | Founders Shares |
| Steven Conine Officer, Director | Oct 13, 2026 | 69,000 | $7.30M | Oct 12, 2026 | Founders Shares |
| Steven Conine Officer, Director | Oct 13, 2026 | 6,000 | $625.32K | Oct 12, 2026 | Founders Shares |
| Jon Blotner Officer | Oct 2, 2026 | 6,056 | $630.61K | Oct 2, 2026 | Restricted Stock Vesting |
| Fiona Tan Officer | Oct 1, 2026 | 7,000 | $715.26K | Oct 1, 2026 | Restricted Stock Vesting |
| Steven Conine Officer, Director | Sep 14, 2026 | 1,000 | $100.00K | Sep 14, 2026 | Founders Shares |
| Niraj Shah Officer, Director | Sep 14, 2026 | 1,000 | $100.00K | Sep 14, 2026 | Founders Shares |
| Steven Conine Officer, Director | Sep 14, 2026 | 69,000 | $7.13M | Sep 14, 2026 | Founders Shares |
| Niraj Shah Officer, Director | Sep 14, 2026 | 69,000 | $7.13M | Sep 14, 2026 | Founders Shares |
| Niraj Shah Officer, Director | Sep 10, 2026 | 5,000 | $490.40K | Sep 10, 2026 | Founders Shares |
| Steven Conine Officer, Director | Sep 10, 2026 | 5,000 | $490.40K | Sep 10, 2026 | Founders Shares |