rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

Wayfair Inc.

W · NYSE

Consumer DiscretionaryE-Commerce & MarketplacesIn trend

W stood above a rising 150-day average in 21 of the last 52 weekly readings, including each of the last 5 weeks. It is 29.8% above that average now. E-Commerce & Marketplaces: 33% of its 30 stocks in an uptrend (±0 points in four weeks); Consumer Discretionary: 26% (+2 points in four weeks).

Statistics

Rotation
In trend
Weeks in an uptrend
5 in a row
Industry in uptrend
33% 0 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$379.9M
Officials’ trades on record
31
Institutions holding
423 (+10)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 21 of 52 weeks.

22 Apr – 21 Oct
11%25%38%Apr 26Jun 26Jul 26Sep 26Oct 26

E-Commerce & Marketplaces: A minority of its stocks are in an uptrend and the share has held steady. Consumer Discretionary: A minority of its stocks are in an uptrend and the share has held steady.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$73.5M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

31 disclosed lines: House 25, Senate 6, executive 0; 8 people.

WhoDidAmountTraded
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k11 May 2026filed 8 Jun 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k7 May 2026filed 8 Jun 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k1 May 2026filed 8 May 2026
Jonathan L. Jackson House: U.S. House ClerkIL01soldjoint$15k–$50k17 Jan 2024filed 15 Feb 2024
Jonathan L. Jackson House: U.S. House ClerkIL01boughtjoint$1k–$15k20 Dec 2023filed 12 Jan 2024
Jonathan L. Jackson House: U.S. House ClerkIL01boughtjoint$15k–$50k15 Dec 2023filed 12 Jan 2024
Daniel S. Goldman House: U.S. House ClerkNY10sold$1k–$15k10 Apr 2023filed 19 May 2023
Josh Gottheimer House: U.S. House ClerkNJ05sold$1k–$15k29 Sep 2021filed 13 Oct 2021
Marie Newman House: U.S. House ClerkIL03soldspouse$15k–$50k20 Aug 2021filed 8 Sep 2021
Josh Gottheimer House: U.S. House ClerkNJ05sold$1k–$15k2 Aug 2021filed 20 Sep 2021
Marie Newman House: U.S. House ClerkIL03bought$15k–$50k29 Jun 2021filed 5 Aug 2021
Marie Newman House: U.S. House ClerkIL03sold$15k–$50k25 Jun 2021filed 9 Jul 2021

Insiders

Buy orders, 12 months0
Sale orders, 12 months47
Buyers · sellers0 · 5
WhoDidSharesTraded
Steven ConineDirectorsold49,266at $110.3615 Oct 2026filed 19 Oct 2026
Steven ConineDirectorsold46,157at $111.6415 Oct 2026filed 19 Oct 2026
Steven ConineDirectorsold21,577at $112.4715 Oct 2026filed 19 Oct 2026
Jon BlotnerPres., Commercial & Operationssold546at $110.0015 Oct 2026filed 19 Oct 2026
Niraj ShahChief Executive Officersold49,203at $110.3615 Oct 2026filed 19 Oct 2026
Niraj ShahChief Executive Officersold44,893at $111.6215 Oct 2026filed 19 Oct 2026
Niraj ShahChief Executive Officersold22,904at $112.4415 Oct 2026filed 19 Oct 2026
Steven ConineDirectorsold5,050at $103.6612 Oct 2026filed 14 Oct 2026
Steven ConineDirectorsold8,651at $104.9112 Oct 2026filed 14 Oct 2026
Steven ConineDirectorsold39,106at $105.8112 Oct 2026filed 14 Oct 2026
Steven ConineDirectorsold15,599at $106.6812 Oct 2026filed 14 Oct 2026
Steven ConineDirectorsold594at $107.3112 Oct 2026filed 14 Oct 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders423+10 on the quarter
New · exited92 · 80
Reported value$11.2B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
FMR LLCreduced · filed 13 Aug 202616,277,047$1.5B-8120.0%
Capital World Investorsreduced · filed 12 Aug 202611,177,483$1.0B-2,614,300−19.0%
BlackRock, Inc.reduced · filed 7 Aug 20265,035,150$465.3M-703,528−12.3%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20264,776,475$441.4M+113,276+2.4%
RENAISSANCE TECHNOLOGIES LLCreduced · filed 13 Aug 20264,514,426$417.2M-457,999−9.2%
Jupiter Topco LLCnew · filed 14 Aug 20264,469,109$413.0M+4,469,109
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20264,198,629$388.0M-190,032−4.3%
AQR CAPITAL MANAGEMENT LLCadded · filed 14 Aug 20263,101,936$284.9M+1,248,779+67.4%
SPRUCE HOUSE INVESTMENT MANAGEMENT LLCadded · filed 14 Aug 20262,909,700$268.9M+309,700+11.9%
BAILLIE GIFFORD & COreduced · filed 6 Aug 20262,811,620$259.8M-50,589−1.8%
31 Mar 2023 – 30 Jun 2026
118278437Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Jon Blotner Company insiderPres., Commercial & Operations · last 15 Oct 20260 · 27
Niraj Shah Company insiderChief Executive Officer · last 15 Oct 20260 · 228
Steven Conine Company insiderDirector · last 15 Oct 20260 · 229
Fiona Tan Company insiderChief Technology Officer · last 1 Oct 20260 · 30
Kate Gulliver Company insiderCFO and Chief Admin Officer · last 1 Oct 20260 · 22
Andrea Jung Company insiderDirector · last 12 Aug 20260 · 0
Jeremy King Company insiderDirector · last 12 Aug 20260 · 0
Gilbert Ray Cisneros, Jr. HouseCA31 · last 11 May 20263 · 0
Diana Frost Company insiderDirector · last 5 Mar 20260 · 1
Jeffrey G. Naylor Company insiderDirector · last 5 Mar 20261 · 0
Michael Andrew Kumin Company insiderDirector · last 5 Mar 20265 · 8
Harry A. Lawton III Company insiderDirector · last 12 Nov 20250 · 0

Same industry

BZUN BaozunIn trend+29%
ETSY EtsyIn trend+22%
AMZN Amazon.comIn trend+5%
CDW CdwJust started moving+18%
LUXE LuxExperience B.VJust started moving+16%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202530.2%
Operating profit marginFY 2025 · to 31 Dec 20250.1%
Free cash flow marginFY 2025 · to 31 Dec 20253.7%
Return on capital employedFY 2025 · to 31 Dec 20251.3%
Interest coverFY 2025 · to 31 Dec 20250.10×
Cash and equivalentsFY 2025 · to 31 Dec 2025$1.5B
Free cash flowFY 2025 · to 31 Dec 2025$464.0M

Analyst forecasts

No analyst forecasts yet.