W at a glance
Wayfair Inc (W, SEC CIK 1616707) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Wayfair Inc (W) reported revenue of $12.5 billion (up 5.1% from FY2024) and a net loss of $313.0 million. Diluted EPS was -$2.44.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Wayfair Inc (W) shares worth $4.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Blotner Jon on October 2, 2026 of 6,056 shares at $104.13 per share.
- In the last 90 days, W insiders reported 0 open-market purchases ($0) and 31 open-market sales ($30.6M) on Form 4, a net sale of $30.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $12.5B
- +5.1% vs prior year
- Insiders · 90 days
- 0 buys · 31 sells
- Net −$30.6M
- 13F holders
- 32 funds
- $4.8B · −3 vs prior quarter
- Latest 10-Q
- Aug 4, 2026
- Quarterly report
SignalX for W
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Blotner Jon | Sell | Oct 2, 2026 | 6,056 | $104.13 |
| Gulliver Kate | M | Oct 1, 2026 | 428 | - |
| Tan Fiona | M | Oct 1, 2026 | 1,199 | - |
| Tan Fiona | M | Oct 1, 2026 | 1,199 | - |
| Gulliver Kate | M | Oct 1, 2026 | 392 | - |
| Gulliver Kate | M | Oct 1, 2026 | 219 | - |
| Tan Fiona | F | Oct 1, 2026 | 14,357 | $101.37 |
| Tan Fiona | M | Oct 1, 2026 | 27,073 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $12.0B | $11.9B | $12.5B |
| Gross Profit | - | $3.6B | $3.8B |
| Operating Income | - | -$461.0M | $17.0M |
| Net Income | - | -$492.0M | -$313.0M |
| Gross Margin | - | 30.2% | 30.2% |
| Op. Margin | - | -3.9% | 0.1% |
| Net Margin | - | -4.2% | -2.5% |
| Balance Sheet | |||
| Total Assets | - | $3.5B | $3.4B |
| Equity | -$2.7B | -$2.8B | -$2.8B |
| ROE | - | 17.9% | 11.3% |
| Per Share | |||
| EPS | - | $-4.01 | $-2.44 |
| Cash Flow | |||
| Operating CF | - | $317.0M | $534.0M |
| CapEx | - | $73.0M | $70.0M |
Source: XBRL data in Wayfair Inc (W)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate W share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $4.82B |
| Q1 2026 | 35 | $3.96B |
| Q4 2025 | 34 | $5.82B |
| Q3 2025 | 33 | $5.17B |
| Q2 2025 | 31 | $2.63B |
| Q1 2025 | 28 | $1.48B |
| Q4 2024 | 24 | $1.76B |
| Q3 2024 | 23 | $817.6M |
- D.E. Shaw & Co+1.54M (+166%)
- AQR Capital Management+1.25M (+67%)
- Goldman Sachs Group+396.6K (+55%)
- Dimensional Fund Advisors+196.3K (+19%)
- Invesco Ltd+135.9K (+40%)
- JPMorgan Chase & Co−2.28M (-80%)
- BlackRock−703.5K (-12%)
- Renaissance Technologies LLC−458.0K (-9%)
- Citigroup−328.8K (-67%)
- Morgan Stanley−242.2K (-25%)
- Allstate+4.5K
- Bridgewater Associates LP−60.8K
- Marex Group plc−8.2K
- Mangrove Partners−6.7K
- Principal Financial Group−3.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 240 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
W filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
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W SEC filings: frequently asked questions
Are W insiders buying or selling?
In the last 90 days, Wayfair Inc (W) officers, directors and 10% owners reported no open-market purchases and 31 open-market sales worth $30.6 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold W stock?
As of June 30, 2026, the largest Wayfair Inc (W) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($1.5 billion), BlackRock ($465.4 million), Vanguard Capital Management LLC ($441.4 million), Renaissance Technologies LLC ($417.2 million), Vanguard Portfolio Management LLC ($388.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was W's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Wayfair Inc (W) reported revenue of $12.5 billion (up 5.1% from FY2024) and a net loss of $313.0 million. Diluted EPS was -$2.44. The figures come from the XBRL data in the 10-K.
What are the latest W SEC filings?
Wayfair Inc (W) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on October 5, 2026.
What is W's SEC CIK number?
Wayfair Inc (W)'s SEC Central Index Key (CIK) is 1616707. EDGAR lists every W filing under that number.
Ask anything about W
The research agent reads W's filings, financials, insider trades and 13F holders, then answers with sources.