W · NYSE · Specialty Retail

Wayfair (W)

Sells home goods through a multi-brand online platform, logistics network, and growing store footprint.

$99.82
vs last close−7.53 (−7.02%)

13F · 13D/G · Form 4

Institutions≈ 178.38%244.33M shares
515 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders15.03%20.59M shares
14 holders · as of Sep 10, 2026
Strategic holders3.66%5.01M shares
1 holder · as of Jan 31, 2024
Adds to197.07%

136.97M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 197.07%; nothing is left for Other.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
FMR LLCInstitution
23.77%16.28M A · 16.28M Aas of Jun 30, 2026
Capital World InvestorsInstitution
16.32%11.18M A · 11.18M Aas of Jun 30, 2026
Baillie Gifford & Co (Scottish partnership)Institution
7.48%10.25Mfiled Jan 26, 2022
BlackRock, Inc.Institution
7.35%5.04M A · 5.04M Aas of Jun 30, 2026
Niraj Shah1Insiderdirector, officer: Chief Executive Officer
7.10%291,137 A · 8.63M Bfiled May 11, 2026
Steven Conine1Insiderdirector
7.10%291,073 A · 8.63M Bfiled May 11, 2026
Vanguard Capital Management LLCInstitution
6.97%4.78M A · 4.78M Aas of Jun 30, 2026
Renaissance Technologies LLCInstitution
6.59%4.51M A · 4.51M Aas of Jun 30, 2026
Jupiter Topco LLCInstitution
6.53%4.47M A · 4.47M Aas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
6.13%4.20M A · 4.20M Aas of Jun 30, 2026
AQR Capital Management LLCInstitution
4.53%3.10M A · 3.10M Aas of Jun 30, 2026
Spruce House Investment Management LLCInstitution
4.25%2.91M A · 2.91M Aas of Jun 30, 2026
Baillie Gifford & CoInstitution
4.11%2.81M A · 2.81M Aas of Jun 30, 2026
Great Hill Partners, L.P.Institution
4.07%2.79M A · 2.79M Aas of Jun 30, 2026
Two Sigma Investments, LPInstitution
3.82%2.61M A · 2.61M Aas of Jun 30, 2026
BlackRock, Inc.Strategic
3.66%5.01Mfiled Jan 31, 2024
D. E. Shaw & Co., Inc.Institution
3.60%2.47M A · 2.47M Aas of Jun 30, 2026
Castle Hook Partners LPInstitution
3.59%2.46M A · 2.46M Aas of Jun 30, 2026
Contour Asset Management LLCInstitution
3.50%2.40M A · 2.40M Aas of Jun 30, 2026
Prescott General Partners LLCInstitution
3.39%2.32M A · 2.32M Aas of Jun 30, 2026
Wellington Management Group LLPInstitution
3.30%2.26M A · 2.26M Aas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.80%1.92M A · 1.92M Aas of Jun 30, 2026
State Street CorpInstitution
2.69%1.84M A · 1.84M Aas of Jun 30, 2026
Anomaly Capital Management, LPInstitution
2.01%1.38M A · 1.38M Aas of Jun 30, 2026
Norges BankInstitution
1.91%1.31M A · 1.31M Aas of Jun 30, 2026
  1. The filed share classes (A, B) could not be matched to the company's, so no percentage.

13F, as of Jun 30, 2026

515 holders · 122.54M shares · 92 new positions · 259 increased · 144 reduced · 80 closed

HolderShares% of companyChg q/qFiled
FMR LLC16.28M11.88%−812Aug 13, 2026
Capital World Investors11.18M8.16%−2.61MAug 12, 2026
BlackRock, Inc.5.04M3.68%−703.5KAug 7, 2026
Vanguard Capital Management LLC4.78M3.49%+113.3KAug 13, 2026
Renaissance Technologies LLC4.51M3.30%−458.0KAug 13, 2026
Jupiter Topco LLC4.47M3.26%+4.47MnewAug 14, 2026
Vanguard Portfolio Management LLC4.20M3.07%−190.0KAug 13, 2026
AQR Capital Management LLC3.10M2.26%+1.25MAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Capital World Investors12.70%13.37M13GNov 13, 2025
Niraj Shah8.20%9.73M13GMay 11, 2026
Steven Conine8.20%9.73M13GMay 11, 2026
Vanguard Capital Management5.03%5.47M13GApr 30, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 14, 2026
Steven Coninedirector
Sale · 9 lots69,000$103.36291,073
Sep 14, 2026
Niraj Shahdirector, officer: Chief Executive Officer
Sale · 9 lots69,000$103.35291,137
Sep 8, 2026
Jon Blotnerofficer: Pres., Commercial & Operations
Sale6,968$100.22110,376
Aug 12, 2026
Niraj Shahdirector, officer: Chief Executive Officer
Sale · 5 lots69,000$103.36360,137
Aug 12, 2026
Steven Coninedirector
Sale · 5 lots69,000$103.36360,073
Jul 2, 2026
Jon Blotnerofficer: Pres., Commercial & Operations
Sale5,925$96.29117,344
Apr 24, 2026
Niraj Shahdirector, officer: Chief Executive Officer
Sale · 3 lots6,137$78.62429,137
Apr 23, 2026
Niraj Shahdirector, officer: Chief Executive Officer
Sale · 5 lots113,863$77.49435,274
Apr 24, 2026
Steven Coninedirector
Sale · 3 lots7,139$78.55429,073
Apr 23, 2026
Steven Coninedirector
Sale · 5 lots112,861$77.50436,212

House and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Rep. Gilbert Cisneros · CA31Purchase$1,001 – $15,000May 11, 2026Jun 9, 2026
Rep. Gilbert Cisneros · CA31Purchase$1,001 – $15,000May 7, 2026Jun 9, 2026