Welcome to our dedicated page for Wayfair SEC filings (Ticker: W), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Wayfair Inc.'s SEC filings document its home retail operating results, public-company governance, capital structure, and material events. Form 8-K reports furnish quarterly and annual financial results, including revenue by U.S. and international operations, active-customer metrics, order activity, profitability measures, liquidity, and cash flow information.
The filing record also covers Wayfair's Class A common stock, proxy matters, executive compensation, board governance, and shareholder voting items. Capital-structure disclosures include senior secured notes issued by Wayfair LLC, convertible senior notes, redemptions, repurchases, liability-management activity, related guarantees, and Regulation FD updates tied to financing and debt transactions.
Wayfair Inc. Chief Executive Officer Niraj Shah reported multiple open-market sales of 69,000 shares of Class A Common Stock on August 12, 2026. The sales, executed in several tranches at weighted average prices between $101.98 and $105.43 per share, were made pursuant to a Rule 10b5-1 trading plan adopted on May 6, 2026. The filing also reports indirect ownership of 22,857 shares held by SK Ventures LLC, of which Shah is a member and may be deemed a beneficial owner.
Wayfair Inc. director Steven Conine reported open-market sales of 69,000 shares of Class A common stock on August 12, 2026, in five tranches at weighted-average prices of $101.98, $102.89, $103.72, $104.69, and $105.42 per share. The sales were made under a Rule 10b5-1 trading plan adopted on May 6, 2026. Conine is also reported as a potential beneficial owner of 22,857 shares held indirectly through SK Ventures LLC.
Wayfair Inc. director Jeremy King reported an acquisition of 2,422 shares of Class A Common Stock on August 12, 2026, reflecting a grant of restricted stock units (RSUs). These RSUs vest upon a service condition: 1/4 of the underlying shares on November 1, 2026, and an additional 1/4 after each three-month period of continuous service thereafter. Following this award, King is reported as owning 19,965 shares of Class A Common Stock directly.
JUNG ANDREA reported acquisition or exercise transactions in this Form 4 filing.
Wayfair Inc. director Andrea Jung received an equity award representing 2,422 shares of Class A Common Stock, granted in the form of restricted stock units. These RSUs vest upon meeting a service condition: one quarter vests on November 1, 2026, with additional quarters vesting every three months of continuous service thereafter. Following this grant, Jung holds 7,154 shares directly and 15,703 shares indirectly through a revocable trust, for which she is the sole trustee and beneficiary.
Capital World Investors, a division of Capital Research and Management Company and related investment management entities, reports beneficial ownership of 11,177,483 shares of Wayfair Inc. common stock. This represents 9.7% of the 115,500,539 shares believed to be outstanding.
The filing states Capital World Investors has sole voting power over 11,168,584 shares and sole dispositive power over 11,177,483 shares, with no shared voting or dispositive power reported.
A shareholder of issuer W, the Conine Family Foundation, filed a notice to sell 69,000 Class A shares. These are described as Founders Shares acquired on 01/01/2002 as Compensation. The planned sales are through Fidelity Brokerage Services, with an aggregate market value of $7,131,747.75 based on recent prices, and the issuer lists 115,990,166 Class A shares outstanding. Over the past three months, the foundation has already sold multiple Class A share blocks on various dates.
A shareholder associated with symbol W, the Shah Charitable Foundation, filed a notice of proposed sale of 69,000 Class A shares, originally received as founders shares as compensation, to be sold on the NYSE on or after 08/12/2026.
Recent activity includes multiple open-market sales of Class A shares between 05/27/2026 and 08/10/2026, with individual transactions such as 1,000 shares for $75,000.00 and 6,000 shares for $669,780.00.
The Shah Charitable Foundation filed to sell 6,000 Class A shares of issuer W through Fidelity Brokerage Services, with an approximate value of $636,000.00, as of 08/10/2026. The shares are described as Founders Shares originally acquired on 01/01/2002 as compensation from the issuer.
Over the prior three months, the Shah Charitable Foundation reported multiple sales of Class A shares of issuer W, each specifying the number of shares and total sale value on dates in May, June, July, and August 2026.
Conine Family Foundation filed a notice to sell up to 6,000 Class A shares of issuer W through Fidelity Brokerage Services LLC on the NYSE, effective 08/10/2026, with an estimated aggregate sale value of $636,000 based on the filing’s pricing assumption.
The foundation also reports multiple Class A share sales in the prior three months, including 4,000 shares for $263,840 on 05/11/2026 and 6,000 shares for $669,780 on 08/04/2026.
Wayfair Inc. reported Q2 2026 net revenue of $3,519 million, up from $3,273 million a year earlier, driven by higher order volume and a modestly higher average order value of $332. Gross profit rose to $1,054 million, and income from operations increased to $104 million from $17 million.
The quarter nonetheless showed a small net loss of $1 million, alongside interest expense of $39 million and a $59 million loss on debt extinguishment related to 2028 convertible notes. For the first six months, net revenue reached $6,450 million and income from operations was $93 million, but a $102 million loss on debt extinguishment and $78 million of net interest expense resulted in a six‑month net loss of $106 million. Operating cash generation was solid, with $360 million provided by operations in Q2 and $308 million year‑to‑date, while cash and investments totaled $1,143 million as of June 30, 2026 as Wayfair repurchased and redeemed convertible notes and issued 2034 Secured Notes, with total debt principal at $2.9 billion. The customer base expanded to 21.7 million active customers, 80.2% of orders came from repeat buyers, and Q2 Adjusted EBITDA improved to $242 million.