Wayfair Inc. (W) Shareholders & Insider Trades
Wayfair shareholders at a glance
The largest holder of Wayfair stock is Fidelity Management & Research Co. LLC, with 16.3 million shares (14.03% of the company), worth about $1.62 billion as of September 25, 2026. The 10 largest holders together own 50.8%.
In Q2 2026, 522 institutional holdings reports listed 134.0 million shares worth $11.40 billion, up 8.9% in shares from Q1 2026.
Insiders reported 92 transactions in the last two years: 59 sales worth $315.83 million and 1 purchase. The newest one on file is from April 24, 2026 (Conine Steven, Director).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through April 24, 2026.
Wayfair Inc.
Shareholders Summary
2026Q2
Ownership by Type
Geographic Distribution
Largest Wayfair shareholders
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Fidelity Management & Research Co. LLC | 16.3 million | 14.03% | $1.6B |
| Capital Research & Management Co. (World Investors) | 11.2 million | 9.64% | $1.1B |
| Vanguard Capital Management LLC | 4.8 million | 4.12% | $474.0M |
| BlackRock Advisors LLC | 4.7 million | 4.04% | $465.0M |
| Renaissance Technologies LLC | 4.5 million | 3.89% | $448.0M |
| Janus Henderson Investors US LLC | 4.5 million | 3.85% | $444.0M |
| Vanguard Portfolio Management LLC | 4.2 million | 3.62% | $417.0M |
| AQR Capital Management LLC | 3.1 million | 2.67% | $308.0M |
| Spruce House Investment Management LLC | 2.9 million | 2.51% | $289.0M |
| Baillie Gifford & Co. | 2.8 million | 2.42% | $279.0M |
As of September 25, 2026.
Wayfair institutional holdings by quarter
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 522 | 134.0 million | $11.4B |
| Q1 2026 | 509 | 123.0 million | $9.3B |
| Q4 2025 | 555 | 124.0 million | $12.5B |
| Q3 2025 | 494 | 121.0 million | $10.8B |
| Q2 2025 | 409 | 120.0 million | $6.1B |
| Q1 2025 | 387 | 120.0 million | $3.8B |
| Q4 2024 | 402 | 112.0 million | $4.9B |
| Q3 2024 | 425 | 117.0 million | $6.5B |
Shares and value held by institutions that file quarterly holdings reports (options not included).
Wayfair insider trades
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Conine Steven | Apr 24, 2026 | Director | Sale at price 76.37 - 79.85 per share. | $9.3M |
| Shah Niraj S | Apr 24, 2026 | Chief Executive Officer | Sale at price 76.37 - 79.85 per share. | $9.3M |
| Shah Niraj S | Apr 20, 2026 | Chief Executive Officer | -- | – |
| Conine Steven | Apr 20, 2026 | Director | -- | – |
| Blotner Jon | Apr 2, 2026 | Officer | Sale at price 72.19 per share. | $345,790 |
| Tan-Martin Fiona | Apr 1, 2026 | Chief Technology Officer | -- | – |
| Gulliver Kate | Apr 1, 2026 | Chief Financial Officer | -- | – |
| Blotner Jon | Apr 1, 2026 | Officer | -- | – |
| Conine Steven | Mar 25, 2026 | Director | Sale at price 77.62 - 79.34 per share. | $817,594 |
| Shah Niraj S | Mar 25, 2026 | Chief Executive Officer | Sale at price 77.64 - 79.38 per share. | $834,934 |
| Conine Steven | Mar 24, 2026 | Director | Sale at price 75.48 - 78.43 per share. | $8.5M |
| Shah Niraj S | Mar 24, 2026 | Chief Executive Officer | Sale at price 75.45 - 78.44 per share. | $8.4M |
Newest 12 of 92 insider transactions in the last two years.
Questions and answers
Who owns the most Wayfair stock?
Fidelity Management & Research Co. LLC, with 14.03% of the company (as of September 25, 2026). Next: Capital Research & Management Co. (World Investors) (9.64%) and Vanguard Capital Management LLC (4.12%).
How many institutions own Wayfair stock?
522 institutional holdings reports listed Wayfair shares in Q2 2026, 134.0 million shares in all worth $11.40 billion.
Are Wayfair insiders buying or selling the stock?
In the last two years insiders reported 59 sales and 1 purchase (92 transactions in all); the newest on file is from April 24, 2026.
