W Insider Trading

Wayfair Inc. (W) operates in the Consumer Cyclical sector, specifically the Specialty Retail industry, with a market capitalization near $14.35B, listed on NYSE, employing roughly 11,800 people, carrying a beta of 3.02 to the broader market. Wayfair Inc. Led by Niraj S. Shah, public since 2014-10-02.

In the last 12 months, Wayfair Inc. insiders made 0 buy transactions and 159 sale transactions.

DateNameTypeSharesPriceValue
Oct 14, 2026Shah NirajS-Sale5,050$103.66$523.5K
Oct 14, 2026Shah NirajS-Sale8,651$104.91$907.6K
Oct 14, 2026Shah NirajS-Sale39,108$105.81$4.1M
Oct 14, 2026Shah NirajS-Sale15,597$106.68$1.7M
Oct 14, 2026Shah NirajS-Sale594$107.31$63.7K
Oct 14, 2026Conine StevenS-Sale5,050$103.66$523.5K
Oct 14, 2026Conine StevenS-Sale8,651$104.91$907.6K
Oct 14, 2026Conine StevenS-Sale39,106$105.81$4.1M
Oct 14, 2026Conine StevenS-Sale15,599$106.68$1.7M
Oct 14, 2026Conine StevenS-Sale594$107.31$63.7K

W Insider Activity by Quarter

Reported Form 4 and Form 5 lines under W's own SEC company ID, by transaction date, back to Q4 2024. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter. Earlier quarters are not shown: the filings read reach back to May 3, 2023, and a quarter counts only when every filing for it was read.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A12$15.9M21
Q3 20260N/A30$29.8M23
Q2 20260N/A17$19.0M29
Q1 20260N/A48$74.8M31
Q4 20250N/A52$104.8M43
Q3 20251$12.0K44$91.4M39
Q2 20250N/A26$14.9M27
Q1 20250N/A34$7.7M28
Q4 20240N/A37$12.2M43

W Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 456 institutions reported holding 122,547,371 W shares, valued at $11.32B as reported, 91.5% of its market cap (market cap of Jun 26, 2026). That is +7 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 80 opened a position, 75 closed one, 158 added and 144 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
FMR LLC16,277,047$1.50B-812
Capital World Investors11,177,483$1.03B-2,614,300
BlackRock, Inc.5,035,150$465.3M-703,528
VANGUARD CAPITAL MANAGEMENT LLC4,776,475$441.4M+113,276
RENAISSANCE TECHNOLOGIES LLC4,514,426$417.2M-457,999
Jupiter Topco LLC4,469,109$413.0MNo comparable report
VANGUARD PORTFOLIO MANAGEMENT LLC4,198,629$388.0M-190,032
AQR CAPITAL MANAGEMENT LLC3,101,936$284.9M+1,248,779
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC2,909,700$268.9M+309,700
BAILLIE GIFFORD & CO2,811,620$259.8M-50,589

By Quarter

QuarterInstitutionsSharesValue
Q2 2026456122,547,371$11.32B
Q1 2026449123,457,057$9.27B
Q4 2025482124,289,816$12.47B
Q3 2025410119,935,820$10.71B
Q2 2025332118,229,613$6.06B
Q1 2025307117,674,512$3.78B
Q4 2024332110,058,621$4.88B
Q3 2024344114,381,037$6.43B
Q2 2024329117,250,553$6.18B

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding W

FundWeight of WShares (as reported)Value (as reported)Source updated
VTI Vanguard Morningstar Total Stock Market ETF0.01%3,312,133$328.8MOct 7, 2026
VB Vanguard Morningstar Small-Cap ETF0.13%2,396,543$237.9MOct 7, 2026
VBK Vanguard Morningstar Small-Cap Growth ETF0.30%1,375,494$136.5MOct 7, 2026
VXF Vanguard Extended Market ETF0.13%1,289,932$128.1MOct 7, 2026
SCHA Schwab U.S. Small-Cap ETF0.29%611,696$63.6MOct 8, 2026
XHB State Street SPDR S&P Homebuilders ETF3.46%487,856$53.1MOct 8, 2026
IWR iShares Russell Mid-Cap ETF0.08%430,607$45.0MOct 8, 2026
SCHM Schwab U.S. Mid-Cap ETF0.25%349,018$36.9MOct 7, 2026
DFAC Dimensional - US Core Equity 2 ETF0.03%271,145$28.6MOct 8, 2026
IWD iShares Russell 1000 Value ETF0.03%231,483$24.2MOct 8, 2026
IWS iShares Russell Mid-Cap Value ETF0.11%156,198$16.3MOct 8, 2026
ITOT iShares Core S&P Total U.S. Stock Market ETF0.02%151,458$15.8MOct 8, 2026
VCR Vanguard Consumer Discretionary ETF0.24%158,577$15.7MOct 7, 2026
SMLF iShares U.S. Small-Cap Equity Factor ETF0.28%109,598$11.4MOct 8, 2026
FNDA Schwab Fundamental U.S. Small Company Index ETF0.11%91,674$9.7MOct 7, 2026

From each fund's latest holdings file on record that shows W's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as W's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for W reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is W's share of that fund.

W Congress Trades

Members of Congress and their households disclosed 12 transactions in W on file (8 purchases, 4 sales) by 5 members, the latest trade on May 11, 2026. The newest 10 are below.

MemberChamberTypeAmountTradedDisclosed
Gilbert Ray Cisneros, Jr. (D-CA-31)HousePurchase$1,001 - $15,000May 11, 2026Jun 9, 2026
Gilbert Ray Cisneros, Jr. (D-CA-31)HousePurchase$1,001 - $15,000May 7, 2026Jun 9, 2026
Gilbert Ray Cisneros, Jr. (D-CA-31)HousePurchase$1,001 - $15,000May 1, 2026May 11, 2026
Jonathan L. Jackson (D-IL-1)HouseSale (Full)$15,001 - $50,000Jan 17, 2024Feb 15, 2024
Jonathan L. Jackson (D-IL-1)HousePurchase$1,001 - $15,000Dec 20, 2023Jan 12, 2024
Jonathan L. Jackson (D-IL-1)HousePurchase$15,001 - $50,000Dec 15, 2023Jan 12, 2024
Daniel S. Goldman (D-NY-10)HouseSale$1,001 - $15,000Apr 10, 2023May 19, 2023
Pat Roberts (R-KS)SenateSale (Full)$50,001 - $100,000Dec 21, 2020Dec 30, 2020
Pat Roberts (R-KS)SenatePurchase$15,001 - $50,000Nov 17, 2020Dec 2, 2020
Pat Roberts (R-KS)SenatePurchase$15,001 - $50,000Sep 16, 2020Sep 29, 2020

From the periodic transaction reports members of the Senate and the House file under the STOCK Act, within 45 days of a trade (some file later); amounts are the ranges the reports give (a few give an exact amount), and a transaction a later report lists again is counted once. On file: House reports disclosed from Apr 10, 2023 through Oct 14, 2026; Senate reports disclosed from Jan 30, 2014 through Oct 7, 2026. The party is the member's on the trade date. A trade is listed under the company that traded under its ticker on the trade date (dated from Feb 1, 2021, unless the filing describes another company of ours; before that, only when the filing's description of the security is the company's name).

How to Read W Insider Activity

Net insider sentiment skews to the sell side over the trailing twelve months: 159 sales versus 0 buys. Insider sales carry less informational weight than buys because they are often driven by liquidity, tax planning, or pre-scheduled Rule 10b5-1 trading plans rather than negative information. The transaction type alone does not say whether a sale was made on the open market or privately, or under a 10b5-1 plan; the filing's plan checkbox and footnotes do. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked W insider trading questions

How active are W insiders right now?
Over the trailing twelve months, Wayfair Inc. (W) insiders made 0 buy transactions and 159 sale transactions. Net insider sentiment over the trailing twelve months tilts to the sell side (159 sales vs 0 buys). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are W insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do W insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.