Company Analysis

Wayfair Inc. (W)

NYSE: W · Retail-Catalog & Mail-Order Houses · Boston, MA · filing with the SEC since 2014
Grade4.5
◀ Past 3.6● Present 5.1▶ Future 4.1

Who owns Wayfair Inc.

As filed with the SEC
Holders of 5% or more
4
Capital World Investors holds 9.7% of Common Stock, as its SCHEDULE 13G/A filed Aug 12, 2026 says.
Directors and officers
12
report now, of 27 people on the record since 2014. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.
Holders of 5% or moreshare of the class, as filed
Capital World Investors
SCHEDULE 13G/A · filed Aug 12, 2026 · Common Stock · 12.7% in Nov 13, 2025
9.7%
Niraj Shah
SCHEDULE 13G/A · filed May 11, 2026 · Class A Common Stock · 9.3% in Nov 17, 2025
8.2%
Steven Conine
SCHEDULE 13G/A · filed May 11, 2026 · Class A Common Stock · 9.3% in Nov 17, 2025
8.2%
Vanguard Capital Management
5.03%
Renaissance Technologies LLC
SCHEDULE 13G/A · filed May 14, 2026 · Class A Common Stock, $0.001 par value · reported falling below 5%, from 5.06% in Feb 12, 2026
under 5%
Baillie Gifford & Co
SCHEDULE 13G/A · filed Nov 12, 2025 · Common Stock · reported falling below 5%, from 5.6% in Nov 4, 2024
under 5%
Prescott General Partners LLC
SCHEDULE 13G/A · filed Feb 14, 2025 · Class A Common Stock, $0.001 par value · reported falling below 5%
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
under 5%
Alyeska Investment Group, L.P.
SCHEDULE 13G/A · filed Nov 14, 2025 · Class A Common Stock, $0.001 par value · reported falling below 5%, from 5.34% in May 15, 2025
under 5%
Bares Capital Management, Inc.
SCHEDULE 13G/A · filed Nov 7, 2025 · Common Stock · reported falling below 5%
under 5%
What W reports owning in othersstakes of 5% or more, and other ties

7 subsidiaries in 3 countries, from the list filed with the 10-K filed Feb 19, 2026.

Insider tradesForm 4
142sales
0purchases
142sales on a scheduled plan
5people selling
$232Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 6, 2025 to Nov 6, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
17181920212223242526
2026 runs to Nov 6, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window5 of 47 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Shah NirajChief Executive Officer63$110M630$0
Conine StevenCo-Founder62$110M620$0
Tan FionaChief Technology Officer7$5.2M70$0
Gulliver KateCFO and Chief Admin Officer1$3.9M10$0
Blotner JonPres., Commercial & Operations9$3.3M90$0
SI Assistanton W · research, not advice