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Waystar Holding Corp.

WAY
Exchange
Nasdaq
Industry
Services-Computer Integrated Systems Design
SEC CIK
0001990354

In the last 90 days, Waystar Holding Corp. insiders filed 0 open-market purchases and 3 sales; 301 institutions reported holding it in 13F filings for Q2 2026, worth $4.35B in total; no superinvestor holds it.

13F holders, Q3 2024

Institutional positions in Waystar Holding Corp. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
117
+26 vs. Q2 2024
Shares held
124.2M
+1.03M (+0.8%) vs. Q2 2024
Total value
$3.46B
+$815.8M (+30.8%) vs. Q2 2024
New holders
54
31 more added
Sold out
28
21 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WAY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2024: 117 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 92 institutionsQ3 2024: 117 institutionsQ4 2024: 165 institutionsQ1 2025: 226 institutionsQ2 2025: 268 institutionsQ3 2025: 301 institutionsQ4 2025: 300 institutionsQ1 2026: 307 institutionsQ2 2026: 301 institutions
Value heldQ3 2024: $3.46B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $2.65BQ3 2024: $3.46BQ4 2024: $4.62BQ1 2025: $5.15BQ2 2025: $5.90BQ3 2025: $7.06BQ4 2025: $6.53BQ1 2026: $4.94BQ2 2026: $4.35B
Institutions holding WAY and their total value by quarter
QuarterHoldersValue
Q2 2026301$4.35B
Q1 2026307$4.94B
Q4 2025300$6.53B
Q3 2025301$7.06B
Q2 2025268$5.90B
Q1 2025226$5.15B
Q4 2024165$4.62B
Q3 2024117$3.46B
Q2 202492$2.65B
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Waystar Holding Corp.; share changes are against Q2 2024.

Institutions holding WAY in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Rothschild Investment LLC5$1390.00%+5New
GAMMA Investing LLC32$8920.00%+32New
Simplex Trading, LLC38$1.00K0.00%+38New
MCF Advisors LLC116$3.24K0.00%+116New
Advisor Group Holdings, Inc.180$5.02K0.00%+37+25.9%Added
Harbour Investments, Inc.300$8.37K0.00%00.0%Unchanged
First Horizon Advisors, Inc.728$20.3K0.00%+309+73.7%Added
Comerica Bank1,172$32.7K0.00%+490+71.8%Added
Amalgamated Bank1,475$41.0K0.00%+1,475New
State of Wyoming2,363$65.9K0.01%+2,363New
Smithfield Trust Co2,435$68.0K0.00%+2,435New
Catalyst Funds Management Pty Ltd2,600$72.5K0.02%+2,600New
RiverPark Advisors, LLC2,788$77.8K0.06%+2,788New
California State Teachers Retirement System3,156$88.0K0.00%+3,156New
Ameritas Investment Partners, Inc.4,373$122.0K0.00%+4,373New
Legal & General Group Plc4,441$123.9K0.00%−30,559−87.3%Reduced
Tower Research Capital LLC (TRC)5,467$152.5K0.00%+4,692+605.4%Added
Stifel Financial Corp7,315$204.0K0.00%+7,315New
Y-Intercept (Hong Kong) Ltd7,952$221.8K0.01%+7,952New
STRS Ohio8,000$223.1K0.00%+8,000New
Diametric Capital, LP8,626$240.6K0.12%−7,327−45.9%Reduced
Transcend Wealth Collective, LLC10,000$278.9K0.02%+10,000New
The PNC Financial Services Group, Inc.10,218$285.0K0.00%+5,768+129.6%Added
Voya Investment Management LLC12,897$359.7K0.00%+12,897New
Royal Bank of Canada13,824$386.0K0.00%+8,842+177.5%Added
Price T Rowe Associates Inc14,201$397.0K0.00%+14,201New
HSBC Holdings PLC14,333$401.0K0.00%+14,333New
Wells Fargo & Company15,562$434.0K0.00%+15,562New
ProShare Advisors LLC16,312$454.9K0.00%+16,312New
Occudo Quantitative Strategies LP18,249$509.0K0.09%+18,249New
Arrowstreet Capital, Limited Partnership18,799$524.3K0.00%+18,799New
Manufacturers Life Insurance Company, The18,868$526.2K0.00%+18,868New
Jane Street Group, LLC19,318$538.8K0.00%+19,318New
Two Sigma Investments, LP19,968$556.9K0.00%+19,968New
Sandia Investment Management LP20,000$557.8K0.90%−20,000−50.0%Reduced
Invesco Ltd.20,124$561.3K0.00%+20,124New
Deutsche Bank AG21,132$589.4K0.00%+21,132New
Corebridge Financial, Inc.23,080$643.7K0.00%+23,080New
Mirae Asset Global ETFs Holdings Ltd.23,587$657.8K0.00%+23,587New
Fred Alger Management, LLC24,348$679.1K0.00%−53,439−68.7%Reduced
MetLife Investment Management24,815$692.1K0.00%+24,815New
SG Americas Securities, LLC25,715$717.0K0.00%+25,715New
Boothbay Fund Management, LLC28,712$800.8K0.03%+4,850+20.3%Added
UBS Group AG33,380$931.0K0.00%+31,303+1,507.1%Added
Citigroup Inc33,646$938.4K0.00%+32,742+3,621.9%Added
BNP Paribas Arbitrage, SA36,070$1.01M0.00%+36,070New
Sterling Capital Management LLC43,367$1.21M0.02%+43,367New
Alliancebernstein L.P.44,530$1.24M0.00%+44,530New
Cohen & Steers, Inc.45,000$1.25M0.00%−20,000−30.8%Reduced
Blair William & Co45,542$1.27M0.00%+45,542New
Wolverine Trading, LLC46,128$1.28M0.03%+46,128New
Cerity Partners LLC46,699$1.30M0.00%+699+1.5%Added
FMR LLC50,943$1.42M0.00%+50,943New
Russell Investments Group, Ltd.53,132$1.48M0.00%+40,312+314.4%Added
First Trust Advisors LP53,588$1.49M0.00%+53,588New
M&T Bank Corp63,746$1.78M0.01%+34,316+116.6%Added
Barclays PLC64,934$1.81M0.00%+56,834+701.7%Added
Qube Research & Technologies Ltd70,361$1.96M0.00%+69,130+5,615.8%Added
TD Asset Management Inc71,946$2.00M0.00%−4,000−5.3%Reduced
Ameriprise Financial Inc83,049$2.32M0.00%−328,814−79.8%Reduced
SEI Investments Co89,865$2.51M0.00%+23,143+34.7%Added
Rhumbline Advisers90,880$2.53M0.00%+90,880New
Prudential Financial Inc91,130$2.54M0.00%+91,130New
Point72 Asset Management, L.P.96,053$2.68M0.01%+58,253+154.1%Added
Millennium Management LLC97,339$2.71M0.00%−282,690−74.4%Reduced
State of Wisconsin Investment Board100,000$2.79M0.01%00.0%Unchanged
Balyasny Asset Management LLC104,762$2.92M0.01%−350,753−77.0%Reduced
Next Century Growth Investors LLC107,921$3.01M0.24%+107,921New
Bank of New York Mellon Corp117,348$3.27M0.00%+117,348New
Monashee Investment Management LLC125,000$3.49M0.38%−75,000−37.5%Reduced
EAM Investors, LLC127,309$3.55M0.53%+127,309New
Seven Grand Managers, LLC150,000$4.18M0.93%−18,902−11.2%Reduced
Bellevue Group AG150,202$4.19M0.07%+202+0.1%Added
Renaissance Technologies LLC161,000$4.49M0.01%+161,000New
Woodline Partners LP169,327$4.72M0.04%−31,481−15.7%Reduced
Kennedy Capital Management, Inc.179,616$5.01M0.11%+179,616New
Avenir Corp193,333$5.39M0.54%+193,333New
Caisse de Depot Et Placement du Quebec195,000$5.44M0.01%00.0%Unchanged
Squarepoint Ops LLC200,000$5.58M0.02%00.0%Unchanged
Schroder Investment Management Group213,422$5.93M0.01%+213,422New
Bank of America Corp304,006$8.48M0.00%+206,639+212.2%Added
Nuveen Asset Management, LLC304,706$8.50M0.00%+304,706New
Citadel Advisors LLC305,338$8.52M0.01%−927,464−75.2%Reduced
Alberta Investment Management Corp317,284$8.85M0.08%−359,130−53.1%Reduced
Northern Trust Corp358,607$10.0M0.00%+358,607New
Charles Schwab Investment Management Inc366,593$10.2M0.00%+366,593New
Park West Asset Management LLC373,489$10.4M0.77%−87,746−19.0%Reduced
New York State Common Retirement Fund398,084$11.1M0.02%+187,843+89.3%Added
Teacher Retirement System of Texas400,000$11.2M0.05%00.0%Unchanged
Peregrine Capital Management LLC420,013$11.7M0.35%+932+0.2%Added
Cinctive Capital Management LP421,549$11.8M0.67%+101,124+31.6%Added
Goldentree Asset Management LP473,045$13.2M1.05%−556,194−54.0%Reduced
Goldman Sachs Group Inc473,967$13.2M0.00%+473,967New
Morgan Stanley486,718$13.6M0.00%−996,477−67.2%Reduced
Silvercrest Asset Management Group LLC490,229$13.7M0.09%+490,229New
Zimmer Partners, LP579,868$16.2M0.30%−375,848−39.3%Reduced
Ghisallo Capital Management LLC600,000$16.7M0.83%00.0%Unchanged
State Street Corp602,929$16.8M0.00%+602,929New
Adage Capital Partners GP, L.L.C.607,995$17.0M0.03%+7,995+1.3%Added
Penn Capital Management Co Inc629,963$17.6M1.62%+267,250+73.7%Added