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All holdings

Wayfair

W

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$222k
Combined value at quarter end
Last quarter
0 bought
1 sold or trimmed
Price at Q2 ’26 end
$92.42
+22.9% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

-41.7%Q1 ’22
-60.7%Q2 ’22
-25.3%Q3 ’22
+74.7%Q3 ’25
+12.4%Q4 ’25
-25.1%Q1 ’26
+22.9%Q2 ’26
Q1 ’22: -41.7%; Q2 ’22: -60.7%; Q3 ’22: -25.3%; Q3 ’25: +74.7%; Q4 ’25: +12.4%; Q1 ’26: -25.1%; Q2 ’26: +22.9%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

0Q4 ’23
0Q1 ’24
0Q2 ’24
0Q3 ’24
0Q4 ’24
0Q1 ’25
1Q2 ’25
1Q3 ’25
1Q4 ’25
1Q1 ’26
1Q2 ’26
0Q3 ’26
Q4 ’23: 0; Q1 ’24: 0; Q2 ’24: 0; Q3 ’24: 0; Q4 ’24: 0; Q1 ’25: 0; Q2 ’25: 1; Q3 ’25: 1; Q4 ’25: 1; Q1 ’26: 1; Q2 ’26: 1; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Wayfair.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Wayfair
Polen Capital Management0.0%$222k$222kTrimmed -93%5 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Wayfair
Bought or soldFiling
15 Oct 2026Conine StevenDirector▼ Sold49,266$110.36$5.4mForm 4
15 Oct 2026Shah NirajChief Executive Officer▼ Sold49,203$110.36$5.4mForm 4
15 Oct 2026Conine StevenDirector▼ Sold46,157$111.64$5.2mForm 4
15 Oct 2026Shah NirajChief Executive Officer▼ Sold44,893$111.62$5.0mForm 4
15 Oct 2026Shah NirajChief Executive Officer▼ Sold22,904$112.44$2.6mForm 4
15 Oct 2026Conine StevenDirector▼ Sold21,577$112.47$2.4mForm 4
15 Oct 2026Blotner JonPres., Commercial & Operations▼ Sold546$110.00$60kForm 4
12 Oct 2026Shah NirajChief Executive Officer▼ Sold39,108$105.81$4.1mForm 4
12 Oct 2026Conine StevenDirector▼ Sold39,106$105.81$4.1mForm 4
12 Oct 2026Conine StevenDirector▼ Sold15,599$106.68$1.7mForm 4
12 Oct 2026Shah NirajChief Executive Officer▼ Sold15,597$106.68$1.7mForm 4
12 Oct 2026Conine StevenDirector▼ Sold8,651$104.91$908kForm 4
12 Oct 2026Conine StevenDirector▼ Sold5,050$103.66$523kForm 4
12 Oct 2026Conine StevenDirector▼ Sold594$107.31$64kForm 4
2 Oct 2026Blotner JonPres., Commercial & Operations▼ Sold6,056$104.13$631kForm 4
1 Oct 2026Tan FionaChief Technology Officer▼ Sold7,000$102.18$715kForm 4
14 Sep 2026Shah NirajChief Executive Officer▼ Sold19,374$104.41$2.0mForm 4
14 Sep 2026Conine StevenDirector▼ Sold19,159$104.42$2.0mForm 4
14 Sep 2026Shah NirajChief Executive Officer▼ Sold12,943$105.41$1.4mForm 4
14 Sep 2026Conine StevenDirector▼ Sold12,808$105.40$1.3mForm 4

About the company

Sector
Consumer discretionary · Retail-Catalog & Mail-Order Houses
Financial year ends
31 December
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$916m2013
$2.2bn2015
$4.7bn2017
$9.1bn2019
$14bn2021
$12bn2023
$12bn2025
2013: $916m; 2014: $1.3bn; 2015: $2.2bn; 2016: $3.4bn; 2017: $4.7bn; 2018: $6.8bn; 2019: $9.1bn; 2020: $14bn; 2021: $14bn; 2022: $12bn; 2023: $12bn; 2024: $12bn; 2025: $12bn
Wayfair revenue and net income by year
YearRevenueNet income
2025$12bn−$313m
2024$12bn−$492m
2023$12bn−$738m
2022$12bn−$1.3bn
2021$14bn−$131m
2020$14bn$185m
2019$9.1bn−$985m
2018$6.8bn−$504m
2017$4.7bn−$245m
2016$3.4bn−$194m
2015$2.2bn−$77.4m
2014$1.3bn−$148m
2013$916m−$15.5m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.