Insider Cluster (2 insiders) ·Filed Mar 25, 2026

W

Wayfair Inc.
NEUTRAL
Impact 2/10
Horizondays Processed5mo ago
Insider cluster: 2 insiders, $459K total
Actionable Insight • Neutral

Insider sales are trivial in size and likely part of routine portfolio diversification or tax planning. No bearish signal. Monitor upcoming quarterly results for any fundamental changes, but this cluster alone does not warrant action.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
W ▲ +11.93% at T+60d
NEUTRAL call ✓ call won +11.93% · α vs SPY -1.76% · entry $79.08 → $88.52
Entry anchored
Mar 24, 03:59 PM ET
via exchange tick
T+1d
-7.37%
call -7.37% · α -5.60%
$73.25
settled 6mo ago
T+5d
-4.89%
call -4.89% · α -4.65%
$75.21
settled 6mo ago
T+20d
-2.71%
call -2.71% · α -10.57%
$76.94
settled 5mo ago
T+60d
+11.93%
call +11.93% · α -1.76%
$88.52
settled 4mo ago

Price Chart

Loading chart...

Executive Summary

Two Wayfair insiders, including CEO Niraj Shah, sold a combined $459K in stock on March 25, 2026. The total value is only 0.004% of Wayfair's $10.3B market cap, making this a routine and immaterial cluster.

Key Financial Metrics

Direction
selling
Total Value
$459.0K
Insiders
2

Key Facts

  • CEO Niraj Shah sold 3,000 shares for $234K
  • Director Steven Conine sold 2,900 shares for $225K
  • Total cluster value of $459K represents 0.004% of market cap
  • Both sales occurred on the same day, March 25, 2026
  • No open-market purchases in the cluster

Financial Impact

$459K total insider sales, negligible relative to $10.3B market cap

insider holdings

Risk Factors

  • Insider sales could increase if management anticipates headwinds, but current volume is too small to indicate anything

Market Snapshot

Exchange
NYSE
Sector
Retail-Catalog & Mail-Order Houses
Analyst Consensus
63% bullish (40 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-W-1777324881294
14 reports for W
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+60▲ +19.27%Feb 23, 2026
Filters
Rows
Reports for W — sortable, filterable
TypeNow
Aug 14, 2026
6w ago
Insider Cluster
NEUTRAL ★ 4/10
$103.08 $104.79▲ +1.66%▲ +3.18%$101.25 (−1.78%)
May 22, 2026
19w ago
8-K
NEUTRAL ★ 2/10
$67.04 $85.04▲ +26.84%▲ +27.01%$101.25 (+51.02%)
May 13, 2026
20w ago
8-K
NEUTRAL ★ 4/10
$59.88 $77.68▲ +29.72%▲ +30.33%$101.25 (+69.08%)
Apr 30, 2026
22w ago
8-K
NEUTRAL ★ 5/10
$63.88 $72.00▲ +12.71%▲ +7.48%$101.25 (+58.49%)
Apr 24, 2026
23w ago
Insider Cluster
NEUTRAL ★ 2/10
$78.70 $66.34▼ −15.71%▼ −19.73%$101.25 (+28.65%)
Apr 23, 2026
23w ago
Insider Cluster
NEUTRAL ★ 2/10
$76.50 $64.72▼ −15.40%▼ −20.04%$101.25 (+32.35%)
Apr 14, 2026
24w ago
144
BEARISH ★ 6/10
$74.21 $61.38▲ +17.29%▲ +23.59%$101.25 (−36.43%)
Mar 25, 2026
27w ago
Insider Cluster
NEUTRAL ★ 2/10
$79.08 $76.94▼ −2.71%▼ −10.57%$101.25 (+28.03%)
Mar 24, 2026
27w ago
Insider Cluster
BEARISH ★ 7/10
$75.04 $80.14▼ −6.80%▲ +2.10%$101.25 (−34.92%)
Mar 23, 2026
27w ago
Insider Cluster
NEUTRAL ★ 3/10
$76.07 $79.67▲ +4.73%▼ −2.69%$101.25 (+33.10%)
Showing 10 of 14

US Market Status

Market Closed — Opens Mon (38h 38m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access
Report published Apr 27, 2026