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.
Niraj Shah, Chief Executive Officer and President of Wayfair Inc., filed Amendment No. 11 to Schedule 13G reporting beneficial ownership of 10,803,098 Wayfair Class A common shares on a converted basis as of September 30, 2025. This stake represents 9.3% of the Class A common stock, based on 116,129,274 Class A shares, including 9,873,304 shares issuable upon conversion of Class B shares. The position includes 374,137 Class A shares and 9,873,304 Class B shares held directly by Shah, 532,800 Class A shares held by the Shah Charitable Foundation, and 22,857 Class A shares held by SK Ventures LLC. Shah has sole voting and dispositive power over most of these shares and shared power over the SK Ventures LLC holdings.
Alyeska Investment Group, L.P., Alyeska Fund GP, LLC and Anand Parekh filed an amended Schedule 13G showing that they beneficially own 0 shares, or 0%, of Wayfair Inc. Class A common stock as of September 30, 2025. The filing reports no sole or shared voting power and no sole or shared power to dispose of any Wayfair shares. The reporting persons state that any securities referred to were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Wayfair.
Wayfair (W) reported an insider equity change by a director. On 11/12/2025, the reporting person acquired 2,261 shares of Class A common stock at a stated price of $0, resulting in 2,261 shares beneficially owned directly after the transaction.
The filing explains the shares are issuable upon vesting of restricted stock units tied to a service-based vesting schedule over one year, with quarterly installments as specified.
Wayfair (W) director Michael E. Sneed reported an acquisition of 2,261 shares of Class A common stock at $0 on 11/12/2025 (transaction code A). Following this transaction, he beneficially owns 24,543 shares directly.
The filing notes these shares are issuable upon vesting of restricted stock units, which vest over a one-year period commencing on November 1, 2025, with 1/4 vesting on February 1, 2025 and an additional 1/4 each three months thereafter, subject to a service condition.
Capital World Investors filed Amendment No. 4 to Schedule 13G reporting a passive stake in Wayfair Inc. common stock. CWI is deemed the beneficial owner of 13,374,574 shares, representing 12.7% of the class, based on 105,002,641 shares believed outstanding.
CWI reports sole voting power over 13,368,369 shares and sole dispositive power over 13,374,574 shares, with no shared voting or dispositive power. The event date is 09/30/2025. CWI certifies the securities were acquired and are held in the ordinary course, not to change or influence control.
Wayfair Inc. (W) Form 4: Officer Jon Blotner (Pres., Commercial & Operations) reported transactions on 11/10/2025 executed under a Rule 10b5-1 plan adopted on August 12, 2025. He sold 410 shares at $110 and 3,651 shares at $107.94. He also transferred 163 shares as a gift to a donor advised fund. Following these transactions, he beneficially owns 100,856 Class A shares, held directly.
Wayfair (W) reported an insider transaction by Chief Technology Officer Fiona Tan. On 11/10/2025, an affiliated revocable trust sold 2,882 shares of Class A common stock at $112 and 2,559 shares at $109, reported with transaction code “S”. These sales were made under a Rule 10b5-1 trading plan established on August 5, 2025.
Following the trades, the trust beneficially owned 211,887 shares after the first sale and 209,328 shares after the second, reported as indirect ownership by a revocable trust.
Wayfair Inc. (W): Schedule 13G/A (Amendment No. 7) filed by Baillie Gifford & Co reports beneficial ownership of 4,149,211 shares of Wayfair common stock, representing 3.95% of the class as of 09/30/2025.
Baillie Gifford has sole voting power over 4,113,941 shares and sole dispositive power over 4,149,211 shares, with no shared voting or dispositive power. The filer is classified as an Investment Adviser (IA) and indicates ownership of 5 percent or less of the class.
The filing certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Wayfair.
Wayfair Inc. announced a liability management move: it used a portion of the net proceeds from its 6.75% senior secured notes due 2032 to repurchase approximately $210 million in aggregate principal of its 3.25% convertible senior notes due 2027 for approximately $375 million, plus accrued interest, in privately negotiated transactions. The repurchase is expected to settle on November 12, 2025.
After this transaction, approximately $480 million in aggregate principal of the 2027 notes remains outstanding. The company states this action supports its goals of reducing upcoming maturities and managing potential dilution. Wayfair noted it may undertake additional repurchases or exchanges from time to time, which could affect the trading liquidity of the notes and the market price of its common stock.
Wayfair (W) filed a Form 144 notice for a proposed sale of Class A shares. The filing lists 4,061 shares to be sold through Fidelity Brokerage Services LLC on or about 11/10/2025 on the NYSE, with an aggregate market value of $439,188.94.
The shares were acquired via restricted stock vesting from the issuer on multiple dates: 2,590 on 07/05/2023, 12 on 01/02/2024, 846 on 04/01/2024, and 613 on 07/01/2025. Shares outstanding were 106,879,786. This notice indicates an intent to sell under Rule 144 and does not itself complete a sale.