Comparable stake leader
Capital World Investors
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001616707.
Comparable stake leader
Capital World Investors
Disclosed value leader
FMR LLC
Comparable rows
50/50
Latest evidence
31 Mar 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Capital World Investors |
13D/G
13F
Company
|
13%
|
$1,194,750,695
13,374,574 shares
|
+$147,177,071 | 30 Sep 2025 |
| Niraj Shah |
13D/G
3/4/5
Chief Executive Officer, Director
|
8.2%
|
$708,098,365
9,725,290 shares
|
-$78,475,200 | 31 Mar 2026 |
| Steven Conine |
13D/G
3/4/5
Director
|
8.2%
|
$708,081,910
9,725,064 shares
|
-$78,561,990 | 31 Mar 2026 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
13D/G
Company
|
4.5%
from 13D/G
|
$373,976,084
4,972,425 shares
|
— | 31 Mar 2026 |
| BAILLIE GIFFORD & CO |
13D/G
13F
Company
|
4%
|
$370,649,019
4,149,211 shares
|
$0 | 30 Sep 2025 |
| Prescott General Partners LLC |
13F
13D/G
Company
|
2.9%
from 13D/G
|
$174,667,779
2,322,401 shares
|
— | 31 Mar 2026 |
| Michael A. Kumin |
3/4/5
Director
|
0.35%
|
$28,878,316
379,753 shares
|
+$11,995 | 05 Mar 2026 |
| Jeffrey G. Naylor |
3/4/5
Director
|
0.03%
|
$2,727,451
33,052 shares
|
— | 05 Mar 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$262,354,615.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 5,925 | $0 | $570,518 | -$570,518 |
| 3-6 | 0 | 720,000 | $0 | $55,310,336 | -$55,310,336 |
| 6-9 | 0 | 959,996 | $0 | $101,170,463 | -$101,170,463 |
| 9-12 | 160 | 1,275,959 | $11,995 | $105,315,293 | -$105,303,298 |
Reporting owners
Showing 1-18 of 18 reporting-owner rows connected to Wayfair Inc.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Niraj Shah | Chief Executive Officer, Director | $484,445,255 | -$126,823,284 | -21% | Mixed | 23 Apr 2026 |
| Steven Conine | Director | $484,299,009 | -$126,824,617 | -21% | Mixed | 23 Apr 2026 |
| Michael A. Kumin | Director | $28,878,316 | +$11,995 | +0.04% | Mixed | 05 Mar 2026 |
| Fiona Tan | Chief Technology Officer | $21,901,530 | -$2,310,842 | -9.5% | Median | 01 Jul 2026 |
| Kate Gulliver | CFO and Chief Admin Officer | $15,952,187 | -$4,869,277 | -23% | Mixed | 01 Jul 2026 |
| Steve Oblak | Chief Commercial Officer | $15,752,744 | Mixed | 20 Sep 2023 | ||
| Thomas Netzer | Chief Operating Officer | $11,668,348 | Mixed | 17 Dec 2024 | ||
| Jon Blotner | Pres., Commercial & Operations | $11,355,674 | -$1,538,590 | -12% | Mixed | 01 Jul 2026 |
| Michael D. Fleisher | Chief Financial Officer | $6,189,210 | Mixed | 15 Oct 2022 | ||
| James R. Miller | Chief Technology Officer | $3,077,732 | Mixed | 01 Feb 2022 | ||
| Jeffrey G. Naylor | Director | $2,727,451 | Mixed | 05 Mar 2026 | ||
| Michael E. Sneed | Director | $2,192,426 | Mixed | 12 Nov 2025 | ||
| Andrea Jung | Director | $1,529,150 | Mixed | 14 Aug 2025 | ||
| Jeremy King | Director | $992,407 | Mixed | 14 Aug 2025 | ||
| Diana Frost | Director | $685,246 | Mixed | 05 Mar 2026 | ||
| Anke Schaferkordt | Director | $478,714 | Filing P/S | 02 May 2025 | ||
| III Harry A. Lawton | Director | $201,975 | Mixed | 12 Nov 2025 | ||
| Michael W. Choe | Director | Mixed | 06 Sep 2023 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Jon Blotner | W | Class A Common Stock | Sale | -4.81% | $570,518 | $96.29 | -5,925 | 117,344 | 02 Jul 2026 | Direct |
| Fiona Tan | W | Class A Common Stock | Tax liability | -36.2% | -14,357 | 25,280 | 01 Jul 2026 | Direct | ||
| Fiona Tan | W | Class A Common Stock | Options Exercise | 248.7% | 28,271 | 39,637 | 01 Jul 2026 | Direct | ||
| Fiona Tan | W | Restricted Stock Unit ("RSU") | Options Exercise | -88.7% | -28,271 | 3,597 | 01 Jul 2026 | Direct | ||
| Kate Gulliver | W | Class A Common Stock | Tax liability | -6.22% | -11,347 | 171,190 | 01 Jul 2026 | Direct | ||
| Kate Gulliver | W | Class A Common Stock | Options Exercise | 14.8% | 23,466 | 182,537 | 01 Jul 2026 | Direct | ||
| Kate Gulliver | W | Restricted Stock Units ("RSUs") | Options Exercise | -25% | -428 | 1,284 | 01 Jul 2026 | Direct | ||
| Kate Gulliver | W | Restricted Stock Unit ("RSU") | Options Exercise | -98.3% | -23,038 | 392 | 01 Jul 2026 | Direct | ||
| Jon Blotner | W | Class A Common Stock | Tax liability | -8.42% | -11,339 | 123,269 | 01 Jul 2026 | Direct | ||
| Jon Blotner | W | Class A Common Stock | Options Exercise | 21.1% | 23,450 | 134,608 | 01 Jul 2026 | Direct | ||
| Jon Blotner | W | Restricted Stock Units ("RSUs") | Options Exercise | -98.6% | -23,450 | 327 | 01 Jul 2026 | Direct | ||
| Kate Gulliver | W | Restricted Stock Unit ("RSU") | Award | 89,714 | 89,714 | 01 May 2026 | Direct | |||
| Jon Blotner | W | Restricted Stock Unit ("RSU") | Award | 91,768 | 91,768 | 01 May 2026 | Direct | |||
| Fiona Tan | W | Restricted Stock Unit ("RSUs") | Award | 108,292 | 108,292 | 01 May 2026 | Direct | |||
| Steven Conine | W | Class A Common Stock | Sale | -1.64% | $560,776 | $78.55 | -7,139 | 429,073 | 24 Apr 2026 | Direct |
| Niraj Shah | W | Class A Common Stock | Sale | -1.41% | $482,478 | $78.62 | -6,137 | 429,137 | 24 Apr 2026 | Direct |
| Steven Conine | W | Class A Common Stock | Sale | -20.6% | $8,746,543 | $77.50 | -112,861 | 436,212 | 23 Apr 2026 | Direct |
| Niraj Shah | W | Class A Common Stock | Sale | -20.7% | $8,823,105 | $77.49 | -113,863 | 435,274 | 23 Apr 2026 | Direct |
| Steven Conine | W | Class A Common Stock | Conversion of derivative security | 1018.9% | 500,000 | 549,073 | 20 Apr 2026 | Direct | ||
| Steven Conine | W | Class B Common Stock | Conversion of derivative security | -5.47% | -500,000 | 8,633,304 | 20 Apr 2026 | Direct | ||
| Niraj Shah | W | Class A Common Stock | Conversion of derivative security | 1017.6% | 500,000 | 549,137 | 20 Apr 2026 | Direct | ||
| Niraj Shah | W | Class B Common Stock | Conversion of derivative security | -5.47% | -500,000 | 8,634,496 | 20 Apr 2026 | Direct | ||
| Jon Blotner | W | Class A Common Stock | Will/Inheritance | 100 | 100 | 01 Apr 2026 | See Footnote | |||
| Fiona Tan | W | Class A Common Stock | Tax liability | -50.8% | -11,727 | 11,366 | 01 Apr 2026 | Direct | ||
| Fiona Tan | W | Class A Common Stock | Options Exercise | 23,093 | 23,093 | 01 Apr 2026 | Direct | |||
| Fiona Tan | W | Restricted Stock Unit ("RSU") | Options Exercise | -100% | -23,093 | 0 | 01 Apr 2026 | Direct | ||
| Kate Gulliver | W | Class A Common Stock | Tax liability | -5.47% | -9,208 | 159,071 | 01 Apr 2026 | Direct | ||
| Kate Gulliver | W | Class A Common Stock | Options Exercise | 12.8% | 19,041 | 168,279 | 01 Apr 2026 | Direct | ||
| Kate Gulliver | W | Restricted Stock Units ("RSUs") | Options Exercise | -25.4% | -584 | 1,712 | 01 Apr 2026 | Direct | ||
| Kate Gulliver | W | Restricted Stock Unit ("RSU") | Options Exercise | -100% | -18,457 | 0 | 01 Apr 2026 | Direct | ||
| Steven Conine | W | Class A Common Stock | Sale | -17.5% | $817,594 | $78.66 | -10,394 | 49,073 | 25 Mar 2026 | Direct |
| Niraj Shah | W | Class A Common Stock | Sale | -17.8% | $834,934 | $78.69 | -10,611 | 49,137 | 25 Mar 2026 | Direct |
| Niraj Shah | W | Class A Common Stock | Sale | -2.56% | $121,250 | $77.18 | -1,571 | 59,748 | 24 Mar 2026 | Direct |
| Steven Conine | W | Class A Common Stock | Sale | -2.76% | $130,135 | $77.14 | -1,687 | 59,467 | 24 Mar 2026 | Direct |
| Niraj Shah | W | Class A Common Stock | Sale | -63.8% | $8,322,996 | $77.19 | -107,818 | 61,319 | 23 Mar 2026 | Direct |
| Steven Conine | W | Class A Common Stock | Sale | -63.8% | $8,330,823 | $77.20 | -107,919 | 61,154 | 23 Mar 2026 | Direct |
| Fiona Tan | W | Restricted Stock Unit ("RSUs") | Award | 21,457 | 21,457 | 18 Mar 2026 | Direct | |||
| Kate Gulliver | W | Restricted Stock Unit ("RSU") | Award | 17,848 | 17,848 | 18 Mar 2026 | Direct | |||
| Jon Blotner | W | Restricted Stock Unit ("RSU") | Award | 18,549 | 18,549 | 18 Mar 2026 | Direct | |||
| Michael A. Kumin | W | Class A Common Stock | Award | 1% | 3,176 | 319,753 | 05 Mar 2026 | Direct | ||
| Diana Frost | W | Class A Common Stock | Award | 61.9% | 3,176 | 8,304 | 05 Mar 2026 | Direct | ||
| Jeffrey G. Naylor | W | Class A Common Stock | Award | 10.6% | 3,176 | 33,052 | 05 Mar 2026 | Direct | ||
| Michael A. Kumin | W | Class A Common Stock | Award | 1.22% | 3,176 | 263,753 | 05 Mar 2026 | Direct | ||
| Steven Conine | W | Class A Common Stock | Sale | -13.8% | $2,125,377 | $78.86 | -26,950 | 169,073 | 26 Feb 2026 | Direct |
| Niraj Shah | W | Class A Common Stock | Sale | -13.8% | $2,129,850 | $78.88 | -27,000 | 169,137 | 26 Feb 2026 | Direct |
| Steven Conine | W | Class A Common Stock | Sale | -32.2% | $6,944,261 | $74.63 | -93,050 | 196,023 | 23 Feb 2026 | Direct |
| Niraj Shah | W | Class A Common Stock | Sale | -32.2% | $6,940,214 | $74.63 | -93,000 | 196,137 | 23 Feb 2026 | Direct |
| Fiona Tan | W | Class A Common Stock | Gift | 5.68% | 11,370 | 211,698 | 23 Feb 2026 | By Revocable Trust | ||
| Fiona Tan | W | Class A Common Stock | Gift | -100% | -11,370 | 0 | 23 Feb 2026 | Direct | ||
| Diana Frost | W | Class A Common Stock | Tax liability | -9.65% | -548 | 5,128 | 02 Feb 2026 | Direct |