W

W · Wayfair Inc. Class A Common Stock

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Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.

October 5, 2026

Wayfair Sets Q3 2026 Earnings Call; AI Shopping Trends Rise. Wayfair announced its Q3 2026 earnings release and conference call will be held later this week. The announcement comes amid growing interest in AI‑powered shopping agents, as Booking Holdings and Expedia pursue different strategies and Meta’s Muse targets e‑commerce. Institutional investors are active, with whale trades noted today, and Mizuho has lifted its target to $110, keeping an outperform rating. Earlier this week Wayfair released its Q2 2026 earnings call transcript, providing context for the upcoming Q3 update.

this person other insiders at W

Insiders & Stakes

Niraj Shah
Director
291,137
Shares held
Steven Conine
Co-Founder
291,073
Shares held
Michael Andrew Kumin
Director
263,753
Shares held
Oblak Steve
Chief Commercial Officer
244,587
Shares held
Fiona Tan
Chief Technology Officer
204,698
Shares held
Kate Gulliver
CFO and Chief Admin Officer
183,310
Shares held
Netzer Thomas
Chief Operating Officer
171,790
Shares held
Choe Michael W.
Director
161,623
Shares held
Jon Blotner
Pres., Commercial & Operations
116,431
Shares held
Michael D. Fleisher
Chief Financial Officer
74,797
Shares held
Jeffrey G. Naylor
Director
33,052
Shares held
James R. Miller
Chief Technology Officer
32,082
Shares held
Sneed Michael E
Director
24,543
Shares held
King Jeremy
Director
19,965
Shares held
Schaferkordt Anke
Director
14,689
Shares held
Diana Frost
Director
8,304
Shares held
Andrea Jung
Director
7,154
Shares held
III Harry A. Lawton
President & CEO
2,261
Shares held

Transaction History

Jon Blotner▼ Sell$631K
Fiona Tan▲ Buy$0
Fiona Tan▲ Buy$0
Fiona Tan▼ Sell$1.5M
Fiona Tan▼ Sell$715K
Kate Gulliver▲ Buy$0
Kate Gulliver▲ Buy$0
Kate Gulliver▲ Buy$0
Kate Gulliver▲ Buy$0
Kate Gulliver▼ Sell$1.2M
Jon Blotner▲ Buy$0
Jon Blotner▲ Buy$0
Jon Blotner▲ Buy$0
Jon Blotner▼ Sell$1.1M
Steven Conine▼ Sell$444K
Steven Conine▼ Sell$487K
Steven Conine▼ Sell$482K
Steven Conine▼ Sell$358K
Steven Conine▼ Sell$420K
Steven Conine▼ Sell$791K
Steven Conine▼ Sell$2.0M
Steven Conine▼ Sell$1.3M
Steven Conine▼ Sell$800K
Niraj Shah▼ Sell$441K
Niraj Shah▼ Sell$453K
Niraj Shah▼ Sell$475K
Niraj Shah▼ Sell$383K
Niraj Shah▼ Sell$454K
Niraj Shah▼ Sell$750K
Niraj Shah▼ Sell$2.0M
Niraj Shah▼ Sell$1.4M
Niraj Shah▼ Sell$789K
Jon Blotner▼ Sell$698K
Niraj Shah▼ Sell$2.4M
Niraj Shah▼ Sell$2.6M
Niraj Shah▼ Sell$1.2M
Niraj Shah▼ Sell$6K
Steven Conine▼ Sell$2.4M
Steven Conine▼ Sell$18K
Steven Conine▼ Sell$2.6M
Steven Conine▼ Sell$890K
Steven Conine▼ Sell$1.2M
Andrea Jung▲ Buy$0
King Jeremy▲ Buy$0
Niraj Shah▼ Sell$920K
Jon Blotner▼ Sell$571K
Kate Gulliver▲ Buy$0
Kate Gulliver▲ Buy$0
Kate Gulliver▲ Buy$0
Kate Gulliver▼ Sell$1.1M
Jon Blotner▲ Buy$0
Jon Blotner▲ Buy$0
Jon Blotner▲ Buy$0
Jon Blotner▼ Sell$1.1M
Fiona Tan▲ Buy$0
Fiona Tan▲ Buy$0
Fiona Tan▼ Sell$1.4M
Kate Gulliver▲ Buy$0
Niraj Shah▼ Sell$47K
Niraj Shah▼ Sell$404K
Niraj Shah▼ Sell$32K
Steven Conine▼ Sell$47K
Steven Conine▼ Sell$459K
Steven Conine▼ Sell$55K
Steven Conine▼ Sell$1.3M
Niraj Shah▼ Sell$299K
Niraj Shah▼ Sell$60K
Steven Conine▼ Sell$4.1M
Steven Conine▼ Sell$3.0M
Steven Conine▼ Sell$335K
Steven Conine▼ Sell$60K
Niraj Shah▼ Sell$1.3M
Niraj Shah▼ Sell$4.1M
Niraj Shah▼ Sell$3.1M
Steven Conine▼ Sell$0
Niraj Shah▼ Sell$0
Jon Blotner▼ Sell$346K
Fiona Tan▲ Buy$0
Fiona Tan▲ Buy$0
Fiona Tan▼ Sell$882K
Kate Gulliver▲ Buy$0
Kate Gulliver▲ Buy$0
Kate Gulliver▲ Buy$0
Kate Gulliver▲ Buy$0
Kate Gulliver▼ Sell$693K
Jon Blotner▲ Buy$0
Jon Blotner▲ Buy$0
Jon Blotner▲ Buy$0
Jon Blotner▼ Sell$694K
Niraj Shah▼ Sell$402K
Niraj Shah▼ Sell$199K
Niraj Shah▼ Sell$234K
Steven Conine▼ Sell$225K
Steven Conine▼ Sell$190K
Steven Conine▼ Sell$403K
Niraj Shah▼ Sell$121K
Steven Conine▼ Sell$130K
Niraj Shah▼ Sell$3.8M
Niraj Shah▼ Sell$2.5M
Steven Conine▼ Sell$2.5M
Niraj Shah▼ Sell$150K
Niraj Shah▼ Sell$1.8M
Steven Conine▼ Sell$163K
Steven Conine▼ Sell$3.8M
Steven Conine▼ Sell$1.9M
Diana Frost▲ Buy$0
Jeffrey G. Naylor▲ Buy$0
Michael Andrew Kumin▲ Buy$0
Steven Conine▼ Sell$124K
Steven Conine▼ Sell$1.2M
Steven Conine▼ Sell$660K
Steven Conine▼ Sell$177K
Niraj Shah▼ Sell$85K
Niraj Shah▼ Sell$1.3M
Niraj Shah▼ Sell$610K
Niraj Shah▼ Sell$185K
Steven Conine▼ Sell$4.4M
Steven Conine▼ Sell$1.1M
Steven Conine▼ Sell$264K
Steven Conine▼ Sell$558K
Steven Conine▼ Sell$342K
Steven Conine▼ Sell$87K
Steven Conine▼ Sell$149K
Niraj Shah▼ Sell$4.4M
Niraj Shah▼ Sell$1.1M
Niraj Shah▼ Sell$264K
Niraj Shah▼ Sell$360K
Niraj Shah▼ Sell$559K
Niraj Shah▼ Sell$83K
Niraj Shah▼ Sell$98K
Niraj Shah▼ Sell$65K
Fiona Tan▼ Sell$0
Fiona Tan▼ Sell$0
Diana Frost▼ Sell$57K
Steven Conine▼ Sell$7.3M
Steven Conine▼ Sell$8.1M
Steven Conine▼ Sell$876K
Niraj Shah▼ Sell$7.3M
Niraj Shah▼ Sell$8.2M
Niraj Shah▼ Sell$863K
Fiona Tan▼ Sell$1.1M
Jon Blotner▼ Sell$529K
Kate Gulliver▼ Sell$3.9M
Kate Gulliver▼ Sell$954K
Jon Blotner▲ Buy$0
Jon Blotner▲ Buy$0
Jon Blotner▲ Buy$0
Jon Blotner▼ Sell$955K
Kate Gulliver▲ Buy$0
Kate Gulliver▲ Buy$0
Kate Gulliver▲ Buy$0
Kate Gulliver▲ Buy$0
Fiona Tan▲ Buy$0
Fiona Tan▲ Buy$0
Fiona Tan▼ Sell$1.3M
Steven Conine▼ Sell$3.1M
Niraj Shah▼ Sell$3.1M
Steven Conine▼ Sell$447K
Steven Conine▼ Sell$1.9M
Steven Conine▼ Sell$6.0M
Steven Conine▼ Sell$3.1M
Steven Conine▼ Sell$630K
Niraj Shah▼ Sell$445K
Niraj Shah▼ Sell$2.0M
Niraj Shah▼ Sell$5.9M
Niraj Shah▼ Sell$3.3M
Niraj Shah▼ Sell$489K
Steven Conine▼ Sell$4.4M
Steven Conine▼ Sell$8.1M
Steven Conine▼ Sell$240K
Niraj Shah▼ Sell$4.1M
Niraj Shah▼ Sell$8.5M
Niraj Shah▼ Sell$3.1M
Niraj Shah▼ Sell$229K
Steven Conine▼ Sell$3.1M
Niraj Shah▼ Sell$0
Steven Conine▼ Sell$0
Niraj Shah▼ Sell$0
Niraj Shah▼ Sell$0
Steven Conine▼ Sell$0
Steven Conine▼ Sell$0
Sneed Michael E▲ Buy$0
III Harry A. Lawton▲ Buy$0
Jon Blotner▼ Sell$45K
Fiona Tan▼ Sell$323K
Fiona Tan▼ Sell$279K
Jon Blotner▼ Sell$394K
Jon Blotner▼ Sell$0
Fiona Tan▼ Sell$638K
Fiona Tan▼ Sell$0
Fiona Tan▼ Sell$0
Kate Gulliver▼ Sell$982K
Diana Frost▼ Sell$57K
Niraj Shah▼ Sell$281K
Niraj Shah▼ Sell$43K
Niraj Shah▼ Sell$496K
Niraj Shah▼ Sell$583K
Niraj Shah▼ Sell$609K
Niraj Shah▼ Sell$278K
Niraj Shah▼ Sell$862K

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