FollowFilings The Ledger · @followfilings · data: SEC Form 4 ← All receipts

$W

Wayfair Inc.
$111.93 +37.7% vs prior close

What they do: Retail-Catalog & Mail-Order Houses · Exchange: NYSE · Employees: 11,800

Wayfair Inc. engages in the e-commerce business in the United States and internationally. It provides online selections of furniture, décor, housewares, and home improvement products through its sites comprising Wayfair, Joss & Main, AllModern, Birch Lane, Perigold, and Wayfair Professional. The company offers its products under the Three Posts and Mercury Row brands. Wayfair Inc. was founded in 2002 and is headquartered in Boston, Massachusetts. (via Yahoo Finance)

Earnings trend (from SEC filings)

Quarter endRevenueDiluted EPS
2024-09-30$2.88B$-0.60
2025-03-31$2.73B$-0.89
2025-06-30$3.27B$0.11
2025-09-30$3.12B$-0.76
2026-03-31$2.93B$-0.80
2026-06-30$3.52B$-0.01

Institutional ownership (via Yahoo Finance, 13F-derived)

Insiders hold: 2.41% · Institutions hold: 105.85% across 590 filers

InstitutionSharesValue% held
FMR, LLC16,277,047$1.82B14.66%
Capital World Investors11,177,483$1.25B10.07%
Blackrock Inc.5,035,150$563.6M4.54%
Vanguard Capital Management LLC4,776,475$534.6M4.30%
Renaissance Technologies, LLC4,514,426$505.3M4.07%
Jupiter Topco LLC4,469,109$500.2M4.03%
Vanguard Portfolio Management LLC4,198,629$470.0M3.78%
AQR Capital Management, LLC3,101,936$347.2M2.79%

Insider activity — every transaction, real date, real price

Trade dateFiledNameRoleActionSharesPriceValueStock since
2026-10-122026-10-14Conine StevenDirectorSOLD594$107.31$64K+5.5%
2026-10-122026-10-14Conine StevenDirectorSOLD5,050$103.66$523K+5.5%
2026-10-122026-10-14Conine StevenDirectorSOLD8,651$104.91$908K+5.5%
2026-10-122026-10-14Conine StevenDirectorSOLD15,599$106.68$1.7M+5.5%
2026-10-122026-10-14Conine StevenDirectorSOLD39,106$105.81$4.1M+5.5%
2026-10-122026-10-14Shah NirajChief Executive OfficerSOLD594$107.31$64K+5.5%
2026-10-122026-10-14Shah NirajChief Executive OfficerSOLD5,050$103.66$523K+5.5%
2026-10-122026-10-14Shah NirajChief Executive OfficerSOLD8,651$104.91$908K+5.5%
2026-10-122026-10-14Shah NirajChief Executive OfficerSOLD15,597$106.68$1.7M+5.5%
2026-10-122026-10-14Shah NirajChief Executive OfficerSOLD39,108$105.81$4.1M+5.5%
2026-10-022026-10-05Blotner JonPres., Commercial & OperationsSOLD6,056$104.13$631K+10.5%
2026-10-012026-10-05Blotner JonPres., Commercial & OperationsTAX WITHHOLDING11,340$101.37$1.1M+10.4%
2026-10-012026-10-05Blotner JonPres., Commercial & OperationsOPTION EXERCISE182——+10.4%
2026-10-012026-10-05Blotner JonPres., Commercial & OperationsOPTION EXERCISE327——+10.4%
2026-10-012026-10-05Blotner JonPres., Commercial & OperationsOPTION EXERCISE22,942——+10.4%
2026-10-012026-10-05Tan FionaChief Technology OfficerTAX WITHHOLDING14,357$101.37$1.5M+10.4%
2026-10-012026-10-05Tan FionaChief Technology OfficerOPTION EXERCISE1,199——+10.4%
2026-10-012026-10-05Tan FionaChief Technology OfficerOPTION EXERCISE27,073——+10.4%
2026-10-012026-10-05Tan FionaChief Technology OfficerSOLD7,000$102.18$715K+10.4%

Our calls

PostedTweetPrice at postNowSince post
2026-10-15 17:12Today's largest sales, filed one at a time (the day's biggest sale gets its own $111.93$111.93+0.0%