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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

WAY holding history

Waystar Holding Corp. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WAY overviewAll 13F holders of WAYFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2025
Holdings of WAY by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−14,853−100.0%Sold outHolders
Q1 202614,853$358.0K<0.1%−253,850−94.5%ReducedHolders
Q4 2025268,703$8.80M<0.1%+118,424+78.8%AddedHolders
Q3 2025150,279$5.70M<0.1%+30,020+25.0%AddedHolders
Q2 2025120,259$4.91M<0.1%+120,259NewHolders