Wayfair Inc.
Total Trades
268
Buys
3
Sells
182
Largest Trade
N/A
Insiders
13
Institutional Funds
386
Inst. Value
$1M+
Activist Filings
37
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Conine Steven | Co-Founder | SELL | $1M+ | 27K | $78.86 | Feb 27, 2026 |
| Shah Niraj | CEO | SELL | $1M+ | 27K | $78.88 | Feb 27, 2026 |
| Conine Steven | Co-Founder | SELL | $1M+ | 93K | $74.63 | Feb 25, 2026 |
| Shah Niraj | CEO | SELL | $1M+ | 93K | $74.63 | Feb 25, 2026 |
| Conine Steven | Co-Founder | SELL | $1M+ | 150K | $108.87 | Jan 27, 2026 |
| Shah Niraj | CEO | SELL | $1M+ | 150K | $108.87 | Jan 27, 2026 |
| Tan Fiona | CTO | SELL | $1M+ | 9K | $119.00 | Jan 15, 2026 |
| Blotner Jon | Pres. | SELL | $500K+ | 5K | $105.84 | Jan 6, 2026 |
| Blotner Jon | Pres. | EXERCISE | N/A | 19K | — | Jan 6, 2026 |
| Gulliver Kate | CFO and Chief Admi… | EXERCISE | N/A | 19K | — | Jan 6, 2026 |
| Gulliver Kate | CFO and Chief Admi… | SELL | $1M+ | 36K | $106.50 | Jan 6, 2026 |
| Conine Steven | Co-Founder | SELL | $1M+ | 150K | $100.69 | Dec 29, 2025 |
| Shah Niraj | CEO | SELL | $1M+ | 150K | $100.68 | Dec 29, 2025 |
| Conine Steven | Co-Founder | SELL | $1M+ | 150K | $105.92 | Nov 26, 2025 |
| Shah Niraj | CEO | SELL | $1M+ | 150K | $105.91 | Nov 26, 2025 |
| Blotner Jon | Pres. | SELL | $100K–$500K | 4K | $108.15 | Nov 12, 2025 |
| Tan Fiona | CTO | SELL | $500K+ | 5K | $110.59 | Nov 12, 2025 |
| Tan Fiona | CTO | SELL | $500K+ | 6K | $100.54 | Nov 7, 2025 |
| Gulliver Kate | CFO and Chief Admi… | SELL | $500K+ | 10K | $102.20 | Nov 6, 2025 |
| Conine Steven | Co-Founder | SELL | $1M+ | 30K | $105.09 | Oct 29, 2025 |
| Shah Niraj | CEO | SELL | $1M+ | 30K | $105.10 | Oct 29, 2025 |
| Conine Steven | Co-Founder | SELL | $1M+ | 120K | $82.17 | Oct 24, 2025 |
| Shah Niraj | CEO | SELL | $1M+ | 120K | $82.17 | Oct 24, 2025 |
| Shah Niraj | CEO | SELL | $1M+ | 85K | $82.85 | Oct 22, 2025 |
| Conine Steven | Co-Founder | SELL | $1M+ | 85K | $82.85 | Oct 22, 2025 |
| Shah Niraj | CEO | SELL | $1M+ | 85K | $86.79 | Sep 24, 2025 |
| Conine Steven | Co-Founder | SELL | $1M+ | 85K | $86.79 | Sep 24, 2025 |
| Kumin Michael Andrew | Director | BUY | $1K–$15K | 160 | $74.97 | Sep 4, 2025 |
| Conine Steven | Co-Founder | SELL | $1M+ | 60K | $56.02 | Jul 23, 2025 |
| Shah Niraj | CEO | SELL | $1M+ | 60K | $56.03 | Jul 23, 2025 |
| Blotner Jon | Pres. | SELL | $500K+ | 14K | $56.45 | Jul 17, 2025 |
| Conine Steven | Co-Founder | SELL | $100K–$500K | 7K | $55.21 | Jul 7, 2025 |
| Shah Niraj | CEO | SELL | $100K–$500K | 8K | $55.21 | Jul 7, 2025 |
| Conine Steven | Co-Founder | SELL | $1M+ | 203K | $52.52 | Jul 2, 2025 |
| Shah Niraj | CEO | SELL | $1M+ | 202K | $52.52 | Jul 2, 2025 |
| Conine Steven | Co-Founder | SELL | $1M+ | 30K | $49.43 | Jun 23, 2025 |
| Shah Niraj | CEO | SELL | $1M+ | 30K | $49.43 | Jun 23, 2025 |
| Tan Fiona | CTO | SELL | $100K–$500K | 6K | $48.21 | Jun 19, 2025 |
| Shah Niraj | CEO | SELL | $1M+ | 72K | $40.39 | May 29, 2025 |
| Conine Steven | Co-Founder | SELL | $1M+ | 73K | $40.40 | May 29, 2025 |
| Conine Steven | Co-Founder | SELL | $50K–$100K | 2K | $40.01 | May 16, 2025 |
| Shah Niraj | CEO | SELL | $50K–$100K | 2K | $40.01 | May 16, 2025 |
| Conine Steven | Co-Founder | SELL | $500K+ | 15K | $40.05 | May 15, 2025 |
| Shah Niraj | CEO | SELL | $500K+ | 15K | $40.06 | May 15, 2025 |
| Frost Diana | Director | SELL | $15K–$50K | 527 | $32.54 | May 6, 2025 |
| Schaferkordt Anke | Director | SELL | $15K–$50K | 461 | $32.59 | May 6, 2025 |
| Gulliver Kate | CFO and Chief Admi… | SELL | $500K+ | 19K | $31.67 | Apr 3, 2025 |
| Gulliver Kate | CFO and Chief Admi… | EXERCISE | N/A | 40K | — | Apr 3, 2025 |
| Blotner Jon | Pres. | SELL | $500K+ | 19K | $31.68 | Apr 3, 2025 |
| Blotner Jon | Pres. | EXERCISE | N/A | 40K | — | Apr 3, 2025 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 386 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Capital World Investors | 13.5M | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 5.4M | $1M+ | SH |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 2.9M | $1M+ | SH |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.8M | $1M+ | SH |
| BAILLIE GIFFORD & CO | 2.4M | $1M+ | SH |
| STATE STREET CORP | 2.3M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $1M+ | SH |
| Southpoint Capital Advisors LP | 1.5M | $1M+ | SH |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.4M | $1M+ | SH |
| Wolf Hill Capital Management, LP | 1.3M | $1M+ | SH |
| NORGES BANK | 1.2M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $1M+ | SH |
| BNP PARIBAS FINANCIAL MARKETS | 1.0M | $1M+ | SH |
| Atreides Management, LP | 871K | $1M+ | SH |
| Allen Investment Management, LLC | 749K | $1M+ | SH |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 694K | $1M+ | SH |
| AMERICAN CENTURY COMPANIES INC | 689K | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 607K | $1M+ | SH |
| Artemis Investment Management LLP | 478K | $1M+ | SH |
| PEAK6 LLC | 478K | $1M+ | SH (Call) |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G · Feb 12, 2026
5.1%
5.4M shares
SC 13G/A · Nov 17, 2025
9.3%
10.8M shares
SC 13G/A · Nov 17, 2025
9.3%
10.8M shares
Alyeska Investment Group, L.P.
SC 13G/A · Nov 15, 2025
0.0%
0 shares
SC 13G/A · Nov 14, 2025
12.7%
13.4M shares
SC 13G/A · Nov 12, 2025
4.0%
4.1M shares
Bares Capital Management, Inc.
SC 13G/A · Nov 7, 2025
0.0%
0 shares
Alyeska Investment Group, L.P.
SC 13G · May 15, 2025
5.3%
5.5M shares
SC 13G/A · May 13, 2025
11.5%
11.7M shares
SC 13G/A · Feb 14, 2025
2.9%
2.9M shares
SC 13G/A · Feb 13, 2025
10.5%
11.7M shares
SC 13G/A · Feb 13, 2025
10.5%
11.7M shares
SC 13G/A · Apr 5, 2024
5.0%
4.7M shares
Spruce House Investment Management LLC
SC 13G/A · Feb 14, 2024
4.5%
4.2M shares
SC 13G/A · Feb 14, 2024
4.1%
3.8M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
8.8%
8.1M shares
SC 13G/A · Feb 13, 2024
11.5%
11.9M shares
SC 13G/A · Feb 13, 2024
11.5%
11.9M shares
Capital World Investors 95-1411037
SC 13G/A · Feb 9, 2024
13.1%
12.0M shares
SC 13G · Jan 31, 2024
5.4%
5.0M shares
Baillie Gifford & Co (Scottish partnership)
SC 13G/A · Jan 26, 2024
8.1%
7.4M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Dec 11, 2023
0.8%
705K shares
SC 13G/A · Feb 14, 2023
4.7%
3.8M shares
Spruce House Investment Management LLC
SC 13G/A · Feb 14, 2023
5.1%
4.2M shares
SC 13G/A · Feb 13, 2023
12.8%
12.0M shares
SC 13G/A · Feb 13, 2023
12.8%
12.0M shares
Capital World Investors 95-1411037
SC 13G/A · Feb 13, 2023
12.9%
10.5M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Feb 10, 2023
6.9%
5.6M shares
Baillie Gifford & Co (Scottish partnership)
SC 13G/A · Jan 20, 2023
10.5%
8.6M shares
Capital World Investors 95-1411037
SC 13G · Dec 9, 2022
11.8%
9.6M shares
SC 13G/A · Feb 24, 2022
4.6%
3.6M shares
SC 13G/A · Feb 14, 2022
4.9%
3.8M shares
SC 13G/A · Feb 11, 2022
13.3%
12.0M shares
SC 13G/A · Feb 11, 2022
13.3%
12.0M shares
Spruce House Investment Management LLC
SC 13G/A · Feb 11, 2022
6.8%
5.3M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Feb 11, 2022
10.3%
8.0M shares
Baillie Gifford & Co (Scottish partnership)
SC 13G/A · Jan 26, 2022
13.1%
10.2M shares