# Wayfair (W): value investors who own it | moatshark

1 value investor held Wayfair in their Q3 2026 13F, led by Polen Capital Management. See who bought, sold and how ownership has changed by quarter.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Polen Capital Management | 0.0% | $222k | Trimmed -93% | 5 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-15 | Conine Steven | Director | Sold | 49266 | $5.4m |
| 2026-10-15 | Shah Niraj | Chief Executive Officer | Sold | 49203 | $5.4m |
| 2026-10-15 | Conine Steven | Director | Sold | 46157 | $5.2m |
| 2026-10-15 | Shah Niraj | Chief Executive Officer | Sold | 44893 | $5.0m |
| 2026-10-15 | Shah Niraj | Chief Executive Officer | Sold | 22904 | $2.6m |
| 2026-10-15 | Conine Steven | Director | Sold | 21577 | $2.4m |
| 2026-10-15 | Blotner Jon | Pres., Commercial & Operations | Sold | 546 | $60k |
| 2026-10-12 | Shah Niraj | Chief Executive Officer | Sold | 39108 | $4.1m |
| 2026-10-12 | Conine Steven | Director | Sold | 39106 | $4.1m |
| 2026-10-12 | Conine Steven | Director | Sold | 15599 | $1.7m |
| 2026-10-12 | Shah Niraj | Chief Executive Officer | Sold | 15597 | $1.7m |
| 2026-10-12 | Conine Steven | Director | Sold | 8651 | $908k |
| 2026-10-12 | Conine Steven | Director | Sold | 5050 | $523k |
| 2026-10-12 | Conine Steven | Director | Sold | 594 | $64k |
| 2026-10-02 | Blotner Jon | Pres., Commercial & Operations | Sold | 6056 | $631k |
| 2026-10-01 | Tan Fiona | Chief Technology Officer | Sold | 7000 | $715k |
| 2026-09-14 | Shah Niraj | Chief Executive Officer | Sold | 19374 | $2.0m |
| 2026-09-14 | Conine Steven | Director | Sold | 19159 | $2.0m |
| 2026-09-14 | Shah Niraj | Chief Executive Officer | Sold | 12943 | $1.4m |
| 2026-09-14 | Conine Steven | Director | Sold | 12808 | $1.3m |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/w). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.