W
Wayfair Inc.
+0.98 (+0.95%)104.22USD625K成交股數13.8B市值–本益比(近四季)1.1股價營收比+7.5%營收年增(近四季)2026-10-27下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 30 · 29.8M · 3 |
| 其中 10b5-1 計畫賣出 | 30 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 50.7M |
| 近 180 天 淨額 | −50.7M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-14 | 09-17 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.4K | 102.36 | 454K | 338K | SEC |
| 2026-09-14 | 09-17 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 12.9K | 105.41 | 1.4M | 299K | SEC |
| 2026-09-14 | 09-17 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.5K | 98.27 | 441K | 356K | SEC |
| 2026-09-14 | 09-17 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.6K | 99.34 | 453K | 351K | SEC |
| 2026-09-14 | 09-17 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 7.5K | 106.09 | 800K | 291K | SEC |
| 2026-09-14 | 09-17 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 19.4K | 104.41 | 2.0M | 312K | SEC |
| 2026-09-14 | 09-17 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 7.3K | 103.37 | 750K | 331K | SEC |
| 2026-09-14 | 09-17 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 3.8K | 101.33 | 383K | 343K | SEC |
| 2026-09-14 | 09-17 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 19.2K | 104.42 | 2.0M | 311K | SEC |
| 2026-09-14 | 09-17 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 4.1K | 102.40 | 420K | 338K | SEC |
| 2026-09-14 | 09-17 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 4.5K | 98.32 | 444K | 356K | SEC |
| 2026-09-14 | 09-17 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 7.7K | 103.39 | 791K | 331K | SEC |
| 2026-09-14 | 09-17 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 4.7K | 100.31 | 475K | 346K | SEC |
| 2026-09-14 | 09-17 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 3.5K | 101.43 | 358K | 342K | SEC |
| 2026-09-14 | 09-17 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 12.8K | 105.40 | 1.3M | 299K | SEC |
| 2026-09-14 | 09-17 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 4.8K | 100.39 | 482K | 346K | SEC |
| 2026-09-14 | 09-17 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 7.4K | 106.09 | 789K | 291K | SEC |
| 2026-09-14 | 09-17 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 4.9K | 99.42 | 487K | 351K | SEC |
| 2026-09-08 | 09-10 | Blotner Jon | Pres., Commercial & Operations | S 公開市場賣出(10b5-1) | 7.0K | 100.22 | 698K | 110K | SEC |
| 2026-08-12 | 08-14 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 23.6K | 103.72 | 2.4M | 371K | SEC |
| 2026-08-12 | 08-14 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 175 | 105.42 | 18K | 360K | SEC |
| 2026-08-12 | 08-14 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 11.2K | 104.69 | 1.2M | 360K | SEC |
| 2026-08-12 | 08-14 | King Jeremy | Director | A 獲配股票 | 2.4K | – | – | 20.0K | SEC |
| 2026-08-12 | 08-14 | JUNG ANDREA | Director | A 獲配股票 | 2.4K | – | – | 7.2K | SEC |
| 2026-08-12 | 08-14 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 8.7K | 101.98 | 890K | 420K | SEC |
| 2026-08-12 | 08-14 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 9.0K | 101.98 | 920K | 420K | SEC |
| 2026-08-12 | 08-14 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 25.1K | 103.71 | 2.6M | 372K | SEC |
| 2026-08-12 | 08-14 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 23.3K | 102.87 | 2.4M | 397K | SEC |
| 2026-08-12 | 08-14 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 55 | 105.43 | 6K | 360K | SEC |
| 2026-08-12 | 08-14 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 11.5K | 104.68 | 1.2M | 360K | SEC |
| 2026-08-12 | 08-14 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 25.2K | 102.89 | 2.6M | 395K | SEC |
| 2026-07-02 | 07-06 | Blotner Jon | Pres., Commercial & Operations | S 公開市場賣出(10b5-1) | 5.9K | 96.29 | 571K | 117K | SEC |
| 2026-07-01 | 07-06 | Blotner Jon | Pres., Commercial & Operations | M 選擇權執行 | 326 | – | – | 111K | SEC |
| 2026-07-01 | 07-06 | Gulliver Kate | CFO and Chief Admin Officer | M 選擇權執行 | 218 | – | – | 160K | SEC |
| 2026-07-01 | 07-06 | Tan Fiona | Chief Technology Officer | F 繳稅扣股 | 14.4K | 95.14 | 1.4M | 25.3K | SEC |
| 2026-07-01 | 07-06 | Gulliver Kate | CFO and Chief Admin Officer | M 選擇權執行 | 392 | – | – | 159K | SEC |
| 2026-07-01 | 07-06 | Tan Fiona | Chief Technology Officer | M 選擇權執行 | 27.1K | – | – | 39.6K | SEC |
| 2026-07-01 | 07-06 | Tan Fiona | Chief Technology Officer | M 選擇權執行 | 1.2K | – | – | 12.6K | SEC |
| 2026-07-01 | 07-06 | Gulliver Kate | CFO and Chief Admin Officer | F 繳稅扣股 | 11.3K | 95.14 | 1.1M | 171K | SEC |
| 2026-07-01 | 07-06 | Blotner Jon | Pres., Commercial & Operations | M 選擇權執行 | 22.9K | – | – | 135K | SEC |
| 2026-07-01 | 07-06 | Gulliver Kate | CFO and Chief Admin Officer | M 選擇權執行 | 22.4K | – | – | 183K | SEC |
| 2026-07-01 | 07-06 | Blotner Jon | Pres., Commercial & Operations | F 繳稅扣股 | 11.3K | 95.14 | 1.1M | 123K | SEC |
| 2026-07-01 | 07-06 | Blotner Jon | Pres., Commercial & Operations | M 選擇權執行 | 182 | – | – | 112K | SEC |
| 2026-07-01 | 07-06 | Gulliver Kate | CFO and Chief Admin Officer | M 選擇權執行 | 428 | – | – | 160K | SEC |
| 2026-04-24 | 04-27 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 5.8K | 78.57 | 459K | 430K | SEC |
| 2026-04-24 | 04-27 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 600 | 77.69 | 47K | 435K | SEC |
| 2026-04-24 | 04-27 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 600 | 77.54 | 47K | 436K | SEC |
| 2026-04-24 | 04-27 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 5.1K | 78.66 | 404K | 430K | SEC |
| 2026-04-24 | 04-27 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 700 | 79.26 | 55K | 429K | SEC |
| 2026-04-24 | 04-27 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 400 | 79.47 | 32K | 429K | SEC |
| 2026-04-23 | 04-27 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 4.2K | 79.06 | 335K | 437K | SEC |
| 2026-04-23 | 04-27 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 39.5K | 78.10 | 3.1M | 440K | SEC |
| 2026-04-23 | 04-27 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 749 | 79.85 | 60K | 435K | SEC |
| 2026-04-23 | 04-27 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 38.5K | 78.11 | 3.0M | 441K | SEC |
| 2026-04-23 | 04-27 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 16.7K | 76.37 | 1.3M | 532K | SEC |
| 2026-04-23 | 04-27 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 751 | 79.85 | 60K | 436K | SEC |
| 2026-04-23 | 04-27 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 16.7K | 76.37 | 1.3M | 532K | SEC |
| 2026-04-23 | 04-27 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 53.1K | 77.24 | 4.1M | 479K | SEC |
| 2026-04-23 | 04-27 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 52.6K | 77.25 | 4.1M | 480K | SEC |
| 2026-04-23 | 04-27 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 3.8K | 79.08 | 299K | 436K | SEC |
| 2026-04-20 | 04-21 | Conine Steven | Director | C 轉換 | 500K | – | – | 549K | SEC |
| 2026-04-20 | 04-21 | Shah Niraj | Chief Executive Officer | C 轉換 | 500K | – | – | 549K | SEC |
| 2026-04-02 | 04-03 | Blotner Jon | Pres., Commercial & Operations | S 公開市場賣出(10b5-1) | 4.8K | 72.19 | 346K | 111K | SEC |
| 2026-04-01 | 04-27 | Blotner Jon | Pres., Commercial & Operations | W 遺囑取得 | 100 | – | – | 100 | SEC |
| 2026-04-01 | 04-03 | Blotner Jon | Pres., Commercial & Operations | M 選擇權執行 | 18.5K | – | – | 125K | SEC |
| 2026-04-01 | 04-03 | Gulliver Kate | CFO and Chief Admin Officer | M 選擇權執行 | 392 | – | – | 150K | SEC |
| 2026-04-01 | 04-03 | Tan Fiona | Chief Technology Officer | M 選擇權執行 | 21.5K | – | – | 23.1K | SEC |
| 2026-04-01 | 04-03 | Blotner Jon | Pres., Commercial & Operations | M 選擇權執行 | 327 | – | – | 106K | SEC |
| 2026-04-01 | 04-03 | Gulliver Kate | CFO and Chief Admin Officer | M 選擇權執行 | 217 | – | – | 150K | SEC |
| 2026-04-01 | 04-03 | Gulliver Kate | CFO and Chief Admin Officer | M 選擇權執行 | 17.8K | – | – | 168K | SEC |
| 2026-04-01 | 04-03 | Gulliver Kate | CFO and Chief Admin Officer | F 繳稅扣股 | 9.2K | 75.25 | 693K | 159K | SEC |
| 2026-04-01 | 04-03 | Tan Fiona | Chief Technology Officer | M 選擇權執行 | 1.6K | – | – | 1.6K | SEC |
| 2026-04-01 | 04-03 | Gulliver Kate | CFO and Chief Admin Officer | M 選擇權執行 | 584 | – | – | 150K | SEC |
| 2026-04-01 | 04-03 | Blotner Jon | Pres., Commercial & Operations | F 繳稅扣股 | 9.2K | 75.25 | 694K | 116K | SEC |
| 2026-04-01 | 04-03 | Tan Fiona | Chief Technology Officer | F 繳稅扣股 | 11.7K | 75.25 | 882K | 11.4K | SEC |
| 2026-04-01 | 04-03 | Blotner Jon | Pres., Commercial & Operations | M 選擇權執行 | 181 | – | – | 107K | SEC |
| 2026-03-25 | 03-26 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 5.1K | 79.38 | 402K | 49.1K | SEC |
| 2026-03-25 | 03-26 | Conine Steven | Director | S 公開市場賣出(10b5-1) | 2.4K | 78.48 | 190K | 54.2K | SEC |
| 2026-03-25 | 03-26 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 3.0K | 77.64 | 234K | 56.7K | SEC |
| 2026-03-25 | 03-26 | Shah Niraj | Chief Executive Officer | S 公開市場賣出(10b5-1) | 2.5K | 78.54 | 199K | 54.2K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| FMR LLC | 16.3M | 1.5B | −812 (-0%) | 減碼 |
| Capital World Investors | 11.2M | 1.0B | −2.6M (-19%) | 減碼 |
| BlackRock, Inc. | 5.0M | 465M | −704K (-12%) | 減碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.8M | 441M | +113K (+2%) | 加碼 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 4.5M | 417M | −458K (-9%) | 減碼 |
| Jupiter Topco LLC | 4.5M | 413M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.2M | 388M | −190K (-4%) | 減碼 |
| AQR CAPITAL MANAGEMENT LLC | 3.1M | 285M | +1.2M (+67%) | 加碼 |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 2.9M | 269M | +310K (+12%) | 加碼 |
| BAILLIE GIFFORD & CO | 2.8M | 260M | −50.6K (-2%) | 減碼 |
| GREAT HILL PARTNERS, L.P. | 2.8M | 258M | 不變 | 持平 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 2.6M | 241M | +109K (+4%) | 加碼 |
| 德劭 D. E. Shaw & Co., Inc. | 2.5M | 228M | +1.5M (+166%) | 加碼 |
| Castle Hook Partners LP | 2.5M | 227M | +2.4M (+9485%) | 加碼 |
| Contour Asset Management LLC | 2.4M | 221M | +2.1M (+629%) | 加碼 |
| Prescott General Partners LLC | 2.3M | 215M | 不變 | 持平 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.3M | 209M | −198K (-8%) | 減碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9M | 179M | −295K (-13%) | 減碼 |
| STATE STREET CORP | 1.8M | 170M | +102K (+6%) | 加碼 |
| Assenagon Asset Management S.A. | 1.6M | 151M | +1.1M (+184%) | 加碼 |
| Anomaly Capital Management, LP | 1.4M | 127M | +912K (+195%) | 加碼 |
| 挪威主權基金 NORGES BANK | 1.3M | 121M | 新進 | 新進 |
| JANE STREET GROUP, LLC | 1.3M | 116M | +781K (+164%) | 加碼 |
| DIMENSIONAL FUND ADVISORS LP | 1.2M | 114M | +196K (+19%) | 加碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | 106M | −4.6K (-0%) | 減碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 458 +9 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 93 / 84 / 151 / 136 |
| 機構合計持股 · 佔流通股 | 123M · 92.8% |
| 合計季末市值 | 11.2B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 9.7M |
|---|---|
| 與上期比 | -4.6% |
| 佔流通股數 | 7.33% |
| 日均成交量 | 2.2M |
| 回補天數 | 4.5 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 9.7M | -4.6% | 7.33% | 2.2M | 4.5 |
| 2026-08-14 | 10.1M | -19.7% | 7.68% | 4.7M | 2.2 |
| 2026-07-31 | 12.6M | -14.3% | 9.57% | 3.3M | 3.9 |
| 2026-07-15 | 14.7M | -1.0% | 11.17% | 2.5M | 5.8 |
| 2026-06-30 | 14.9M | -5.6% | 11.29% | 3.8M | 3.9 |
| 2026-06-15 | 15.8M | +15.6% | 11.95% | 3.5M | 4.5 |
| 2026-05-29 | 13.6M | -16.1% | 10.34% | 5.3M | 2.6 |
| 2026-05-15 | 16.3M | -2.7% | 12.32% | 4.2M | 3.9 |
| 2026-04-30 | 16.7M | -1.3% | 12.66% | 4.4M | 3.8 |
| 2026-04-15 | 16.9M | -8.3% | 12.82% | 3.4M | 5.0 |
| 2026-03-31 | 18.5M | -1.4% | 13.98% | 3.3M | 5.6 |
| 2026-03-13 | 18.7M | -1.6% | 14.19% | 3.4M | 5.5 |
| 2026-02-27 | 19.0M | -2.2% | 14.42% | 5.8M | 3.3 |
| 2026-02-13 | 19.5M | +16.7% | 14.75% | 4.4M | 4.4 |
| 2026-01-30 | 16.7M | +3.5% | 12.64% | 2.5M | 6.7 |
| 2026-01-15 | 16.1M | +3.6% | 12.22% | 2.8M | 5.7 |
| 2025-12-31 | 15.6M | -5.4% | 11.80% | 2.0M | 7.7 |
| 2025-12-15 | 16.5M | +2.2% | 12.47% | 3.4M | 4.8 |
| 2025-11-28 | 16.1M | -0.1% | 12.20% | 3.1M | 5.2 |
| 2025-11-14 | 16.1M | -12.8% | 12.22% | 3.7M | 4.4 |
| 2025-10-31 | 18.5M | -5.1% | 14.01% | 4.5M | 4.2 |
| 2025-10-15 | 19.5M | +3.5% | 14.76% | 3.3M | 5.9 |
| 2025-09-30 | 18.8M | -2.9% | 14.26% | 3.3M | 5.7 |
| 2025-09-15 | 19.4M | +0.5% | 14.68% | 3.9M | 5.0 |
| 2025-08-29 | 19.3M | -7.3% | 14.61% | 4.8M | 4.0 |
| 2025-08-15 | 20.8M | +6.2% | 15.75% | 5.5M | 3.8 |