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W Wayfair Inc.

Consumer Discretionary, filed as WAYFAIR INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2, sold by 2

  • 7 Owners
  • #206
  • Max 7.9%
  • Master 0.03%
  • $509M
  • 2 new 2 add 2 reduce 1 small

In 2026 Q2, 2 managers opened positions, 2 added, and 2 trimmed.

Who owns this now

Largest portfolio weights among holders, up to 7.9% (Ben Tsai, Spruce House Investment Management). Not free-float ownership.

  1. Ben Tsai Add 7.9%
  2. Ram Parameswaran New 4.9%
  3. Ben Jacobs Add 4.9%
  4. Gavin Baker Reduce 0.54%
  5. Steven Check Add 0.43%
  6. Davidson Kempner Capital Mana... New 0.11%

Who owns W

Sorted by value, long equity only, as of 2026 Q2.

History
Ben Tsai, Spruce House Investment Management 7.9%, was 7.0% Add +11.9% 2,909,700 $269M History
Ben Jacobs, Anomaly Capital Management 4.9%, was 2.1% Add +195.2% 1,379,204 $127M History
Gavin Baker, Atreides Management 0.54%, was 2.2% Reduce −41.0% 843,860 $78M History
Steven Check, Check Capital Management 0.43%, was 0.37% Small add +0.6% 169,025 $16M History
Ram Parameswaran, Octahedron Capital Management 4.9% New 4.9% 104,500 $9.7M History
Davidson Kempner Capital Management 0.11% New 0.11% 100,000 $9.2M History
Polen Capital Management <0.01%, was 0.02% Reduce −93.2% 2,402 $222K History

7 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by W's executives, directors and 10% owners in the last 12 months, from their Form 4s

All W insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $231M sold by 5 insiders under 10b5-1 plans
  1. Fiona Tan Chief Technology Officer
    Planned sale
    $920K 8,000 shares at $115.00 3.9% of stake
    Traded Oct 20 Filed Oct 22
    ↗
  2. Niraj Shah CEO
    Planned sale
    $13M 117,000 shares at $111.25 53% of stake
    Traded Oct 15 Filed Oct 19
    ↗
  3. Jon Blotner Pres., Commercial & Operations
    Planned sale
    $60K 546 shares at $110.00 0.5% of stake
    Traded Oct 15 Filed Oct 19
    ↗
  4. Steven Conine Director
    Planned sale
    $13M 117,000 shares at $111.25 53% of stake
    Traded Oct 15 Filed Oct 19
    ↗
  5. Niraj Shah CEO
    Planned sale
    $7.3M 69,000 shares at $105.75 24% of stake
    Traded Oct 12 Filed Oct 14
    ↗
  6. Steven Conine Director
    Planned sale
    $7.3M 69,000 shares at $105.75 24% of stake
    Traded Oct 12 Filed Oct 14
    ↗
  7. Fiona Tan Chief Technology Officer
    Planned sale
    $715K 7,000 shares at $102.18 3.3% of stake
    Traded Oct 1 Filed Oct 5
    ↗
  8. Jon Blotner Pres., Commercial & Operations
    Planned sale
    $631K 6,056 shares at $104.13 4.9% of stake
    Traded Oct 2 Filed Oct 5
    ↗
  9. Steven Conine Director
    Planned sale
    $7.1M 69,000 shares at $103.36 19% of stake
    Traded Sep 14 Filed Sep 16
    ↗
  10. Niraj Shah CEO
    Planned sale
    $7.1M 69,000 shares at $103.35 19% of stake
    Traded Sep 14 Filed Sep 16
    ↗
  11. Jon Blotner Pres., Commercial & Operations
    Planned sale
    $698K 6,968 shares at $100.22 5.9% of stake
    Traded Sep 8 Filed Sep 10
    ↗
  12. Niraj Shah CEO
    Planned sale
    $7.1M 69,000 shares at $103.36 16% of stake
    Traded Aug 12 Filed Aug 14
    ↗
  13. Steven Conine Director
    Planned sale
    $7.1M 69,000 shares at $103.36 16% of stake
    Traded Aug 12 Filed Aug 14
    ↗
  14. Jon Blotner Pres., Commercial & Operations
    Planned sale
    $571K 5,925 shares at $96.29 4.8% of stake
    Traded Jul 2 Filed Jul 6
    ↗
  15. Steven Conine Director
    Planned sale
    $9.3M 120,000 shares at $77.56 22% of stake
    Traded Apr 23–24 Filed Apr 27
    ↗

Also filed in the last 12 months, not counted as buying or selling: 36 option exercises, 14 share withholdings for taxes, 11 gifts, 7 stock grants, 4 conversions, and 1 other transaction.

Congress

2 members of Congress traded W in the last three years: 5 buys and 1 sale. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K May 11 filed Jun 8
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K May 7 filed Jun 8
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K May 1 filed May 8
  4. Jonathan L. Jackson D-IL-1Joint Sell $15K–$50K Jan 17, 2024 filed Feb 15, 2024
  5. Jonathan L. Jackson D-IL-1Joint Buy $1K–$15K Dec 20, 2023 filed Jan 12, 2024
  6. Jonathan L. Jackson D-IL-1Joint Buy $15K–$50K Dec 15, 2023 filed Jan 12, 2024

SEC filings

Recent issuer filings from EDGAR, 13 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
8-K 1.01,2.03,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $12B $11.85B $12.46B
Gross profit $3.67B $3.57B $3.76B
Gross margin * 30.6% 30.2% 30.2%
Net income -$738M -$492M -$313M
Net margin * -6.1% -4.2% -2.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.86B $1.88B $2B
Total non-current assets * $1.62B $1.58B $1.44B
Total assets $3.47B $3.46B $3.44B
Total current liabilities $2.18B $2.37B $2.13B
Total non-current liabilities * $4B $3.84B $4.09B
Total equity -$2.71B -$2.76B -$2.78B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $349M $317M $534M
Cash from investing -$152M -$262M -$219M
Cash from financing $77M -$69M -$129M
Net change in cash $276M -$6M $156M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.