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$W Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 132.0M shares outstanding

Who owns W?

By type of holder

Institutions 91.7% Insiders 0.0% Everyone else 8.3%

Concentration Top 10 holders own 44.9%

FMR LLC 12.3% · Capital World Investors 8.5%

Institutional ownership

91.7%

-1.8 pts vs last qtr

Institutional holders

453

+4 vs last qtr

Net shares bought

−2.3M

by institutions in Q2 2026

New / sold out

92 / 88

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +4.5M
Castle Hook Partners LP +2.4M

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −3.9M
Capital World Investors −2.6M

Who is planning to sell?

Notices of proposed sale, last 12 months

$245M

80 notices from 5 people

Shares covered

2.5M

1.91% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Shah Niraj Officer 10b5-1 $116M
Conine Steven Officer 10b5-1 $116M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2018–FY2025

+43.1%

+5.25% a year

Each share's claim on the business

−30.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$755M vs $2.82B

over 8 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years60% 3–5 years14% 1–3 years5% Under 1 year20%

Quarterly turnover

19.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting W on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F FMR LLC	16.3M	12.33%	−812 (−0.0%)	≤2021	0.1%
Shares held by quarter Peak holding16.3M (Q1'26) Change over 8 quarters+1.6M Share of the company12.330% FMR LLC's full portfolio →
CW Capital World Investors	11.2M	8.47%	−2.6M (−19.0%)	≤2021	0.1%
Shares held by quarter Peak holding13.8M (Q1'26) Change over 8 quarters−1.5M Share of the company8.470% Capital World Investors's full portfolio →

FMR LLC

16.3M

% of company

12.33%

Change vs last qtr

−812 (−0.0%)

Held since

≤2021

Capital World Investors

11.2M

% of company

8.47%

Change vs last qtr

−2.6M (−19.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Wayfair Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting W on Form N-PORT; together they hold 35.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FG Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust	$426M	4.3M	3.25%	0.44%	August 31, 2026
SW SMALLCAP World Fund Inc SMALLCAP World Fund Inc	$375M	4.1M	3.07%	0.40%	June 30, 2026

Fidelity Growth Company Fund

Fidelity Mt. Vernon Street Trust

Position value

$426M

% of company

3.25%

% of the fund

0.44%

As of

August 31, 2026

SMALLCAP World Fund Inc

Position value

$375M

% of company

3.07%

% of the fund

0.40%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Wayfair Inc. and how much of the fund the position is.

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