Wayfair Inc.

NYSE:W Stock Report

Market Cap: US$13.2b

Wayfair Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:W Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
05 Nov 25SellUS$638,127Fiona TanIndividual6,347US$100.54
28 Aug 25BuyUS$11,995Michael KuminIndividual160US$74.97
02 May 25SellUS$15,024Anke SchaferkordtIndividual461US$32.59
02 May 25SellUS$17,149Diana FrostIndividual527US$32.54
04 Feb 25SellUS$22,050Anke SchaferkordtIndividual475US$46.42
06 Jan 25SellUS$539,290Kate GulliverIndividual11,728US$47.48
06 Jan 25SellUS$435,076Jon BlotnerIndividual9,487US$47.27
06 Jan 25SellUS$728,040Fiona TanIndividual15,830US$47.62

Insider Trading Volume

Insider Buying: W insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of W?
Owner TypeNumber of SharesOwnership Percentage
Private Companies22,8570.0158%
State or Government42,6990.0295%
Individual Insiders23,917,13216.5%
Institutions120,814,40483.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 83.28% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.1%
FMR LLC
15,715,843US$1.6b1.41%0.08%
10.3%
Capital Research and Management Company
13,374,574US$1.4b4.06%0.05%
7.35%
Niraj Shah
9,573,633US$967.2m-6.58%no data
7.34%
Steven Conine
9,572,377US$967.1m-6.59%no data
7.34%
The Vanguard Group, Inc.
9,562,050US$966.1m4.34%0.01%
4.01%
Renaissance Technologies LLC
5,226,767US$528.1m14.4%0.7%
3.69%
BlackRock, Inc.
4,814,959US$486.5m-0.3%0.01%
3.18%
Baillie Gifford & Co.
4,149,211US$419.2m-26.8%0.19%
2.61%
Janus Henderson Group plc
3,403,620US$343.9m-15%0.12%
2.24%
Spruce House Investment Management LLC
2,923,845US$295.4m-2.54%7.14%
2.24%
Prescott General Partners LLC
2,922,401US$295.3m0%20.62%
2.16%
Arrowstreet Capital, Limited Partnership
2,817,056US$284.6m826%0.17%
2.14%
Great Hill Partners, LP
2,788,912US$281.8m0%100.0%
1.92%
Southpoint Capital Advisors LP
2,500,000US$252.6m-34.2%5.64%
1.62%
UBS Asset Management AG
2,114,733US$213.7m73.8%0.02%
1.53%
Two Sigma Advisers, LP
1,998,800US$201.9m11.8%0.4%
1.47%
Two Sigma Investments, LP
1,910,022US$193.0m9.49%0.31%
1.41%
Sarah Conine
1,843,244US$186.2m0%no data
1.41%
Nikunj Shah
1,843,112US$186.2m0%no data
1.34%
Morgan Stanley
1,742,640US$176.1m258%0.02%
1.32%
Geode Capital Management, LLC
1,717,322US$173.5m3.36%0.01%
1.27%
State Street Global Advisors, Inc.
1,656,480US$167.4m-0.08%0.01%
1.25%
AQR Capital Management, LLC
1,626,063US$164.3m5.32%0.11%
1.12%
Jane Street Group, LLC
1,458,393US$147.3m217%0.17%
0.99%
D. E. Shaw & Co., L.P.
1,288,786US$130.2m4,310%0.11%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/31 06:03
End of Day Share Price 2025/12/31 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Wayfair Inc. is covered by 50 analysts. 30 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullArgus Research Company
Colin SebastianBaird
Adrienne Yih-TennantBarclays