
Congress trades
Wayfair Inc. (W)
NYSE · Consumer Cyclical · 25 congress trades · last filed 5 months ago
About Wayfair Inc.
from the company's filings and listing, as of Oct 25, 2026- Exchange
- NYSE
- Sector
- Consumer Cyclical
- Industry
- Specialty Retail
- Chief executive
- Niraj S. Shah
- Employees
- 11,800
- Listed since
- Oct 2, 2014
- Market value
- $15.4B
- Price to earnings (12 mo)
- -
- Net income per share, as reported (12 mo)
- -$2.43
- Dividend yield
- -
Earnings
6 reported quarters · next on Nov 4, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 4, 2026 | $0.95 | $0.90 | $3.5B | $3.5B | EPS beatRevenue in line |
| Q1 FY2026reported Apr 30, 2026 | $0.26 | $0.26 | $2.9B | $2.9B | EPS in lineRevenue in line |
| Q4 FY2025reported Feb 19, 2026 | $0.85 | $0.64 | $3.3B | $3.3B | EPS beatRevenue in line |
| Q3 FY2025reported Oct 28, 2025 | $0.70 | $0.46 | $3.1B | $3.3B | EPS beatRevenue miss |
| Q2 FY2025reported Aug 4, 2025 | $0.87 | $0.36 | $3.3B | $3.0B | EPS beatRevenue beat |
| Q1 FY2025reported May 1, 2025 | $0.10 | -$0.18 | $2.7B | $3.1B | EPS beatRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Mar 31, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Niraj ShahCo-Founder, Chief Executive Officer and President, Director (Co-Chairman) | $80K | $280.6M | $210K | $280.8M |
| Fiona TanChief Technology Officer | $250K | $9.2M | $10K | $9.5M |
| Jon BlotnerPresident, Commercial and Operations | $250K | $7.9M | $10K | $8.1M |
| Kate GulliverChief Financial Officer and Chief Administrative Officer | $250K | $7.7M | $10K | $7.9M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| FMR LLC | $1.5B | 16,277,047 | 0.0% | 12.33% |
| Capital World Investors | $1.0B | 11,177,483 | -19.0% | 8.47% |
| BlackRock, Inc. | $465.3M | 5,035,150 | -12.3% | 3.81% |
| Vanguard Capital Management LLC | $441.4M | 4,776,475 | +2.4% | 3.62% |
| Renaissance Technologies LLC | $417.2M | 4,514,426 | -9.2% | 3.42% |
| Jupiter Topco LLC | $413.0M | 4,469,109 | New | 3.39% |
| Vanguard Portfolio Management LLC | $388.0M | 4,198,629 | -4.3% | 3.18% |
| AQR Capital Management LLCCliff Asness | $284.9M | 3,101,936 | +67.4% | 2.35% |
| Spruce House Investment Management LLC | $268.9M | 2,909,700 | +11.9% | 2.20% |
| Baillie Gifford & Co | $259.8M | 2,811,620 | -1.8% | 2.13% |
| Great Hill Partners, L.P. | $257.8M | 2,788,912 | 0.0% | 2.11% |
| Two Sigma Investments, LP | $241.5M | 2,612,733 | +4.3% | 1.98% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding W
3 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Renaissance TechnologiesJim Simons | $417.2M | 4,514,426 | 0.6% |
| Castle Hook Partners | $227.0M | 2,455,952 | 1.0% |
| Atreides Management | $78.0M | 843,860 | 0.5% |
3 of the 97 fund managers we track list W shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Congress trades in W
20 disclosures of 25 on record · median 30d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +69.9%S&P 500 +3.9% · +66.1 pts vs S&P 500 | May 7, 2026 | Jun 8, 2026 | 32d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +83.3%S&P 500 +2.8% · +80.5 pts vs S&P 500 | May 11, 2026 | Jun 8, 2026 | 28d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +71.7%S&P 500 +5.4% · +66.3 pts vs S&P 500 | May 1, 2026 | May 8, 2026 | 7d |
| Jonathan L. JacksonJoint | Stock | Sale | $15,001 - $50,000 | +119.0%After the saleS&P 500 +60.9% · +58.0 pts vs S&P 500 | Jan 17, 2024 | Feb 15, 2024 | 29d |
| Jonathan L. JacksonJoint | Stock | Purchase | $15,001 - $50,000 | +75.4%S&P 500 +61.3% · +14.1 pts vs S&P 500 | Dec 15, 2023 | Jan 12, 2024 | 28d |
| Jonathan L. JacksonJoint | Stock | Purchase | $1,001 - $15,000 | +73.9%S&P 500 +62.4% · +11.4 pts vs S&P 500 | Dec 20, 2023 | Jan 12, 2024 | 23d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | +217.8%After the saleS&P 500 +85.6% · +132.2 pts vs S&P 500 | Apr 10, 2023 | May 19, 2023 | 39d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +203.9%After the saleS&P 500 +93.0% · +110.9 pts vs S&P 500 | Dec 6, 2022 | Jan 6, 2023 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +200.3%S&P 500 +105.0% · +95.3 pts vs S&P 500 | Nov 3, 2022 | Dec 6, 2022 | 33d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +92.4%After the saleS&P 500 +90.4% · +1.9 pts vs S&P 500 | May 10, 2022 | Jun 10, 2022 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -1.7%S&P 500 +80.9% · -82.6 pts vs S&P 500 | Mar 11, 2022 | May 6, 2022 | 56d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -20.9%After the saleS&P 500 +73.1% · -94.0 pts vs S&P 500 | Feb 14, 2022 | Mar 8, 2022 | 22d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -59.7%After the saleS&P 500 +74.6% · -134.3 pts vs S&P 500 | Sep 21, 2021 | Oct 14, 2021 | 23d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -58.5%After the saleS&P 500 +74.9% · -133.3 pts vs S&P 500 | Sep 29, 2021 | Oct 13, 2021 | 14d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -53.6%After the saleS&P 500 +73.6% · -127.2 pts vs S&P 500 | Aug 2, 2021 | Sep 20, 2021 | 49d |
| Susie LeeJoint | Stock | Sale | $1,001 - $15,000 | -63.3%After the saleS&P 500 +99.1% · -162.3 pts vs S&P 500 | Mar 8, 2021 | May 5, 2021 | 58d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | -64.4%S&P 500 +92.8% · -157.2 pts vs S&P 500 | Mar 12, 2021 | Apr 21, 2021 | 40d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | -61.4%S&P 500 +94.5% · -155.9 pts vs S&P 500 | Feb 11, 2021 | Mar 11, 2021 | 28d |
| Ron WydenSpouse | Stock | Purchase | $50,001 - $100,000 | -66.7%S&P 500 +121.7% · -188.4 pts vs S&P 500 | Aug 24, 2020 | Sep 24, 2020 | 31d |
| Ron WydenSpouse | Stock | Sale (Full) | $50,001 - $100,000 | -62.5%After the saleS&P 500 +112.5% · -175.0 pts vs S&P 500 | Sep 2, 2020 | Sep 24, 2020 | 22d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in W, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 24, 20261 member reports a position (estimated). The largest estimated position is in the $50,001 - $100,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $50,001 - $100,000 | 0.2% |
Estimate, as of Oct 24, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded W?
Gilbert Ray Cisneros, Jr., Jonathan L. Jackson, Daniel S. Goldman, Ro Khanna, Josh Gottheimer, Susie Lee and others disclosed W transactions in the filings shown here.
Which members of Congress hold W?
1 member of Congress reports a position in W in the estimate we hold as of Oct 24, 2026. The estimated position belongs to Gilbert Ray Cisneros, Jr. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are W trades disclosed?
Congressional disclosures took a median of 30 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
