Congress trades

Wayfair Inc. (W)

NYSE · Consumer Cyclical · 25 congress trades · last filed 5 months ago

20
Congress disclosures shown
30d
Median delay on the congress disclosures
of the 45 day limit
10 buys·10 sells
Purchases and sales in the disclosures shown
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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
-

www.wayfair.com

Earnings

6 reported quarters · next on Nov 4, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Aug 4, 2026$0.95$0.90$3.5B$3.5BEPS beatRevenue in line
Q1 FY2026reported Apr 30, 2026$0.26$0.26$2.9B$2.9BEPS in lineRevenue in line
Q4 FY2025reported Feb 19, 2026$0.85$0.64$3.3B$3.3BEPS beatRevenue in line
Q3 FY2025reported Oct 28, 2025$0.70$0.46$3.1B$3.3BEPS beatRevenue miss
Q2 FY2025reported Aug 4, 2025$0.87$0.36$3.3B$3.0BEPS beatRevenue beat
Q1 FY2025reported May 1, 2025$0.10-$0.18$2.7B$3.1BEPS 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
ExecutiveSalaryStock awardsOtherTotal
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
HolderValueSharesShares vs prior qtr% of shares out
FMR LLC$1.5B16,277,0470.0%12.33%
Capital World Investors$1.0B11,177,483-19.0%8.47%
BlackRock, Inc.$465.3M5,035,150-12.3%3.81%
Vanguard Capital Management LLC$441.4M4,776,475+2.4%3.62%
Renaissance Technologies LLC$417.2M4,514,426-9.2%3.42%
Jupiter Topco LLC$413.0M4,469,109New3.39%
Vanguard Portfolio Management LLC$388.0M4,198,629-4.3%3.18%
AQR Capital Management LLCCliff Asness$284.9M3,101,936+67.4%2.35%
Spruce House Investment Management LLC$268.9M2,909,700+11.9%2.20%
Baillie Gifford & Co$259.8M2,811,620-1.8%2.13%
Great Hill Partners, L.P.$257.8M2,788,9120.0%2.11%
Two Sigma Investments, LP$241.5M2,612,733+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
ManagerValueSharesShare of book
Renaissance TechnologiesJim Simons$417.2M4,514,4260.6%
Castle Hook Partners$227.0M2,455,9521.0%
Atreides Management$78.0M843,8600.5%

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.

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Congress trades in W

20 disclosures of 25 on record · median 30d of the 45 allowed

Since 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.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000+69.9%S&P 500 +3.9% · +66.1 pts vs S&P 500May 7, 2026Jun 8, 202632d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000+83.3%S&P 500 +2.8% · +80.5 pts vs S&P 500May 11, 2026Jun 8, 202628d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000+71.7%S&P 500 +5.4% · +66.3 pts vs S&P 500May 1, 2026May 8, 20267d
Jonathan L. JacksonJointStockSale$15,001 - $50,000+119.0%After the saleS&P 500 +60.9% · +58.0 pts vs S&P 500Jan 17, 2024Feb 15, 202429d
Jonathan L. JacksonJointStockPurchase$15,001 - $50,000+75.4%S&P 500 +61.3% · +14.1 pts vs S&P 500Dec 15, 2023Jan 12, 202428d
Jonathan L. JacksonJointStockPurchase$1,001 - $15,000+73.9%S&P 500 +62.4% · +11.4 pts vs S&P 500Dec 20, 2023Jan 12, 202423d
Daniel S. GoldmanStockSale$1,001 - $15,000+217.8%After the saleS&P 500 +85.6% · +132.2 pts vs S&P 500Apr 10, 2023May 19, 202339d
Ro KhannaStockSale$1,001 - $15,000+203.9%After the saleS&P 500 +93.0% · +110.9 pts vs S&P 500Dec 6, 2022Jan 6, 202331d
Ro KhannaStockPurchase$1,001 - $15,000+200.3%S&P 500 +105.0% · +95.3 pts vs S&P 500Nov 3, 2022Dec 6, 202233d
Ro KhannaStockSale$1,001 - $15,000+92.4%After the saleS&P 500 +90.4% · +1.9 pts vs S&P 500May 10, 2022Jun 10, 202231d
Ro KhannaStockPurchase$1,001 - $15,000-1.7%S&P 500 +80.9% · -82.6 pts vs S&P 500Mar 11, 2022May 6, 202256d
Ro KhannaStockSale$1,001 - $15,000-20.9%After the saleS&P 500 +73.1% · -94.0 pts vs S&P 500Feb 14, 2022Mar 8, 202222d
Ro KhannaStockSale$1,001 - $15,000-59.7%After the saleS&P 500 +74.6% · -134.3 pts vs S&P 500Sep 21, 2021Oct 14, 202123d
Josh GottheimerJointStockSale$1,001 - $15,000-58.5%After the saleS&P 500 +74.9% · -133.3 pts vs S&P 500Sep 29, 2021Oct 13, 202114d
Josh GottheimerJointStockSale$1,001 - $15,000-53.6%After the saleS&P 500 +73.6% · -127.2 pts vs S&P 500Aug 2, 2021Sep 20, 202149d
Susie LeeJointStockSale$1,001 - $15,000-63.3%After the saleS&P 500 +99.1% · -162.3 pts vs S&P 500Mar 8, 2021May 5, 202158d
Josh GottheimerJointStockPurchase$1,001 - $15,000-64.4%S&P 500 +92.8% · -157.2 pts vs S&P 500Mar 12, 2021Apr 21, 202140d
Susie LeeJointStockPurchase$1,001 - $15,000-61.4%S&P 500 +94.5% · -155.9 pts vs S&P 500Feb 11, 2021Mar 11, 202128d
Ron WydenSpouseStockPurchase$50,001 - $100,000-66.7%S&P 500 +121.7% · -188.4 pts vs S&P 500Aug 24, 2020Sep 24, 202031d
Ron WydenSpouseStockSale (Full)$50,001 - $100,000-62.5%After the saleS&P 500 +112.5% · -175.0 pts vs S&P 500Sep 2, 2020Sep 24, 202022d

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.

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, 2026

1 member reports a position (estimated). The largest estimated position is in the $50,001 - $100,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Gilbert Ray Cisneros, Jr.Democrat · House$50,001 - $100,0000.2%

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

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days after the trade, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

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.

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