Wayfair Inc. (W) shareholders
WNYSERetail-Catalog & Mail-Order HousesFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 4, 2026Score 4/30142% above fair value
$111.92+0.44 (+0.39%)
Close on Nov 13, 2026Market cap $15.33BP/E –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 · 138 sales
Net sold $230.45M
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 |
|---|---|---|---|---|
| Abigail P. Johnson Joint filing with FMR LLC (14.00%) | 16,298,260 | 14.00% | 13G (passive) amendment | Sep 30, 2026 |
| Capital World Investors | 11,177,483 | 9.70% | 13G (passive) amendment | Jun 30, 2026 |
| 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 |
| BlackRock, Inc. | 4,705,522 | 5.00% | 13G (passive) amendment | Mar 31, 2024 |
| 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)
341 funds held W in Q2 2026, 30% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 8,762,490 | 6.40% | Nov 5, 2026 |
| Fiona Tan | Chief Technology Officer | 220,893 | 0.16% | Nov 6, 2026 |
| Jon Blotner | Pres., Commercial & Operations | 115,485 | 0.08% | Nov 2, 2026 |
| Kate Gulliver | CFO and Chief Admin Officer | 183,310 | 0.13% | Oct 5, 2026 |
| Thomas Netzer | Chief Operating Officer | 171,790 | 0.13% | Dec 18, 2024 |
| III Harry A. Lawton | Director | 4,482 | 0.00% | Nov 13, 2026 |
| Michael E. Sneed | Director | 26,764 | 0.02% | Nov 13, 2026 |
| Steven Conine | Director | 8,761,234 | 6.40% | Nov 5, 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 |
| 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 |
|---|---|---|---|---|---|---|
| Michael E. Sneed Director | Nov 11, 2026 | Award | +2,221 | – | – | 26,764 |
| III Harry A. Lawton Director | Nov 11, 2026 | Award | +2,221 | – | – | 4,482 |
| Fiona Tan Chief Technology Officer | Nov 5, 2026 | Sale(10b5-1 plan) | −7,000 | $122.73 | $859.11K | 181,698 |
| Fiona Tan Chief Technology Officer | Nov 4, 2026 | Sale(10b5-1 plan) | −8,000 | $125.00 | $1.00M | 188,698 |
| Niraj Shah Chief Executive Officer, Director | Nov 3, 2026 | Conversion | +150,000 | – | – | 255,137 |
| Steven Conine Director | Nov 3, 2026 | Conversion | +150,000 | – | – | 255,073 |
| Jon Blotner Pres., Commercial & Operations | Oct 29, 2026 | Sale(10b5-1 plan) | −500 | $120.00 | $60.00K | 115,385 |
| Fiona Tan Chief Technology Officer | Oct 20, 2026 | Sale(10b5-1 plan) | −8,000 | $115.00 | $920.00K | 196,698 |
| Niraj Shah Chief Executive Officer, Director | Oct 15, 2026 | Sale(10b5-1 plan) | −22,904 | $112.44 | $2.58M | 105,137 |
| Niraj Shah Chief Executive Officer, Director | Oct 15, 2026 | Sale(10b5-1 plan) | −44,893 | $111.62 | $5.01M | 128,041 |
| Niraj Shah Chief Executive Officer, Director | Oct 15, 2026 | Sale(10b5-1 plan) | −49,203 | $110.36 | $5.43M | 172,934 |
| Jon Blotner Pres., Commercial & Operations | Oct 15, 2026 | Sale(10b5-1 plan) | −546 | $110.00 | $60.06K | 115,885 |
| Steven Conine Director | Oct 15, 2026 | Sale(10b5-1 plan) | −21,577 | $112.47 | $2.43M | 105,073 |
| Steven Conine Director | Oct 15, 2026 | Sale(10b5-1 plan) | −46,157 | $111.64 | $5.15M | 126,650 |
| Steven Conine Director | Oct 15, 2026 | Sale(10b5-1 plan) | −49,266 | $110.36 | $5.44M | 172,807 |
| Niraj Shah Chief Executive Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −594 | $107.31 | $63.74K | 222,137 |
| Niraj Shah Chief Executive Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −15,597 | $106.68 | $1.66M | 222,731 |
| Niraj Shah Chief Executive Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −39,108 | $105.81 | $4.14M | 238,328 |
| Niraj Shah Chief Executive Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −8,651 | $104.91 | $907.58K | 277,436 |
| Niraj Shah Chief Executive Officer, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −5,050 | $103.66 | $523.48K | 286,087 |
| Steven Conine Director | Oct 12, 2026 | Sale(10b5-1 plan) | −594 | $107.31 | $63.74K | 222,073 |
| Steven Conine Director | Oct 12, 2026 | Sale(10b5-1 plan) | −15,599 | $106.68 | $1.66M | 222,667 |
| Steven Conine Director | Oct 12, 2026 | Sale(10b5-1 plan) | −39,106 | $105.81 | $4.14M | 238,266 |
| Steven Conine Director | Oct 12, 2026 | Sale(10b5-1 plan) | −8,651 | $104.91 | $907.58K | 277,372 |
| Steven Conine Director | Oct 12, 2026 | Sale(10b5-1 plan) | −5,050 | $103.66 | $523.48K | 286,023 |
| Jon Blotner Pres., Commercial & Operations | Oct 2, 2026 | Sale(10b5-1 plan) | −6,056 | $104.13 | $630.61K | 116,431 |
| Fiona Tan Chief Technology Officer | Oct 1, 2026 | Sale(10b5-1 plan) | −7,000 | $102.18 | $715.26K | 204,698 |
| Fiona Tan Chief Technology Officer | Oct 1, 2026 | Tax withholding | −14,357 | $101.37 | $1.46M | 39,195 |
| Fiona Tan Chief Technology Officer | Oct 1, 2026 | Option exercise | +27,073 | – | – | 53,552 |
| Fiona Tan Chief Technology Officer | Oct 1, 2026 | Option exercise | +1,199 | – | – | 26,479 |
| Kate Gulliver CFO and Chief Admin Officer | Oct 1, 2026 | Tax withholding | −11,348 | $101.37 | $1.15M | 183,310 |
| Kate Gulliver CFO and Chief Admin Officer | Oct 1, 2026 | Option exercise | +22,429 | – | – | 194,658 |
| Kate Gulliver CFO and Chief Admin Officer | Oct 1, 2026 | Option exercise | +428 | – | – | 172,229 |
| Kate Gulliver CFO and Chief Admin Officer | Oct 1, 2026 | Option exercise | +219 | – | – | 171,801 |
| Kate Gulliver CFO and Chief Admin Officer | Oct 1, 2026 | Option exercise | +392 | – | – | 171,582 |
| Jon Blotner Pres., Commercial & Operations | Oct 1, 2026 | Tax withholding | −11,340 | $101.37 | $1.15M | 122,487 |
| Jon Blotner Pres., Commercial & Operations | Oct 1, 2026 | Option exercise | +22,942 | – | – | 133,827 |
| Jon Blotner Pres., Commercial & Operations | Oct 1, 2026 | Option exercise | +182 | – | – | 110,885 |
| Jon Blotner Pres., Commercial & Operations | Oct 1, 2026 | Option exercise | +327 | – | – | 110,703 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
8.40%
10M shares short
Days to cover
5.1
At 2M shares a day
Change since last report
-8.4%
From 11M shares
Short volume, 20 days
52.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Wayfair's stock actually held short. Settlement fails (shares not delivered on time) peaked at 14,406 shares on Sep 28, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Steven Conine Officer, Director | Nov 10, 2026 | 6,000 | $685.20K | Nov 10, 2026 | Founders Shares |
| Niraj Shah Officer, Director | Nov 10, 2026 | 6,000 | $685.20K | Nov 10, 2026 | Founders Shares |
| Fiona Tan Officer | Nov 5, 2026 | 7,000 | $859.11K | Nov 5, 2026 | Restricted Stock Vesting |
| Fiona Tan Officer | Nov 4, 2026 | 8,000 | $1.00M | Nov 4, 2026 | Restricted Stock Vesting |
| Niraj Shah Officer, Director | Nov 4, 2026 | 10,000 | $1.25M | Nov 4, 2026 | Founders Shares |
| Steven Conine Officer, Director | Nov 4, 2026 | 10,000 | $1.25M | Nov 4, 2026 | Founders Shares |
| Jon Blotner Officer | Oct 29, 2026 | 500 | $60.00K | Oct 29, 2026 | Restricted Stock Vesting |
| Fiona Tan Officer | Oct 20, 2026 | 8,000 | $920.00K | Oct 20, 2026 | Restricted Stock Vesting |
| 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 |
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