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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, Q4 2024

Institutional positions in Waystar Holding Corp. as of Dec 31, 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
165
+48 vs. Q3 2024
Shares held
125.8M
+1.60M (+1.3%) vs. Q3 2024
Total value
$4.62B
+$1.15B (+33.3%) vs. Q3 2024
New holders
65
58 more added
Sold out
17
33 more reduced

Compare with Q3 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 holdersQ4 2024: 165 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 heldQ4 2024: $4.62B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Waystar Holding Corp.; share changes are against Q3 2024.

Institutions holding WAY in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd8$00.00%+8New
IFP Advisors, Inc1$370.00%+1New
Lindbrook Capital, LLC1$370.00%+1New
EverSource Wealth Advisors, LLC13$4770.00%+13New
Rothschild Investment LLC40$1.47K0.00%+35+700.0%Added
MAI Capital Management94$3.45K0.00%+94New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC131$4.81K0.00%+131New
GAMMA Investing LLC135$4.96K0.00%+103+321.9%Added
CWM, LLC125$5.00K0.00%+125New
Nisa Investment Advisors, LLC150$5.50K0.00%+150New
SBI Securities Co., Ltd.169$6.20K0.00%+169New
GHP Investment Advisors, Inc.260$9.54K0.00%+260New
Harbour Investments, Inc.300$11.0K0.00%00.0%Unchanged
MCF Advisors LLC340$12.5K0.00%+224+193.1%Added
Aster Capital Management (DIFC) Ltd454$16.7K0.01%+454New
Global Retirement Partners, LLC672$24.7K0.00%+672New
First Horizon Advisors, Inc.937$34.4K0.00%+209+28.7%Added
Advisor Group Holdings, Inc.1,027$37.7K0.00%+847+470.6%Added
Mark Sheptoff Financial Planning, LLC1,300$47.7K0.03%+1,300New
Amalgamated Bank1,475$54.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,235$82.0K0.00%−3,232−59.1%Reduced
Gen-Wealth Partners Inc2,510$92.1K0.04%+2,510New
Sandia Investment Management LP3,500$128.4K0.24%−16,500−82.5%Reduced
Ameritas Investment Partners, Inc.4,373$160.5K0.01%00.0%Unchanged
Group One Trading, L.P.5,331$195.6K0.01%+5,331New
Prudential Financial Inc5,528$202.9K0.00%−85,602−93.9%Reduced
Pictet Asset Management Holding SA6,470$237.4K0.00%+6,470New
Dakota Wealth Management7,198$264.2K0.01%+7,198New
Stifel Financial Corp7,341$269.4K0.00%+26+0.4%Added
Smithfield Trust Co7,560$277.0K0.01%+5,125+210.5%Added
KLP Kapitalforvaltning AS7,700$282.6K0.00%+7,700New
Entropy Technologies, LP7,874$289.0K0.03%+7,874New
RiverPark Advisors, LLC3,498$292.2K0.23%+710+25.5%Added
Scientech Research LLC8,714$319.8K0.09%+8,714New
Police & Firemen's Retirement System of New Jersey9,519$349.3K0.00%+9,519New
Transcend Wealth Collective, LLC10,000$367.0K0.03%00.0%Unchanged
HSBC Holdings PLC10,422$384.4K0.00%−3,911−27.3%Reduced
Legato Capital Management LLC11,438$419.8K0.05%+11,438New
Quadrature Capital Ltd11,539$423.5K0.01%+11,539New
Arizona State Retirement System12,083$443.4K0.00%+12,083New
ProShare Advisors LLC12,156$446.1K0.00%−4,156−25.5%Reduced
Voya Investment Management LLC12,377$454.2K0.00%−520−4.0%Reduced
Gabelli Funds LLC13,500$495.4K0.00%+13,500New
Gsa Capital Partners LLP13,663$501.0K0.04%+13,663New
Schonfeld Strategic Advisors LLC13,700$502.8K0.00%+13,700New
Two Sigma Advisers, LP14,100$517.5K0.00%+14,100New
The PNC Financial Services Group, Inc.14,383$527.9K0.00%+4,165+40.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)14,535$533.4K0.00%+14,535New
Bridgefront Capital, LLC14,865$545.5K0.18%+14,865New
Perpetual Ltd15,216$558.4K0.01%+15,216New
Brevan Howard Capital Management LP17,093$627.3K0.02%+17,093New
Price T Rowe Associates Inc17,271$634.0K0.00%+3,070+21.6%Added
Manufacturers Life Insurance Company, The18,535$680.2K0.00%−333−1.8%Reduced
Intech Investment Management LLC18,792$689.7K0.01%+18,792New
Omers Administration Corp19,100$701.0K0.01%+19,100New
Teacher Retirement System of Texas19,262$707.0K0.00%−380,738−95.2%Reduced
Royal Bank of Canada19,414$713.0K0.00%+5,590+40.4%Added
Boothbay Fund Management, LLC20,754$761.7K0.02%−7,958−27.7%Reduced
Corebridge Financial, Inc.21,460$787.6K0.00%−1,620−7.0%Reduced
Voleon Capital Management LP22,082$810.4K0.06%+22,082New
Invesco Ltd.22,160$813.3K0.00%+2,036+10.1%Added
PEAK6 LLC23,824$874.3K0.03%+23,824New
SG Americas Securities, LLC24,226$889.0K0.00%−1,489−5.8%Reduced
Mirae Asset Global ETFs Holdings Ltd.24,547$900.9K0.00%+960+4.1%Added
MetLife Investment Management26,493$972.3K0.01%+1,678+6.8%Added
Sig Brokerage, LP27,669$1.02M0.48%+27,669New
Renaissance Technologies LLC27,800$1.02M0.00%−133,200−82.7%Reduced
Jane Street Group, LLC30,173$1.11M0.00%+10,855+56.2%Added
Wells Fargo & Company31,404$1.15M0.00%+15,842+101.8%Added
Caption Management, LLC31,500$1.16M0.05%+31,500New
Walleye Capital LLC32,154$1.18M0.01%+32,154New
Deutsche Bank AG34,847$1.28M0.00%+13,715+64.9%Added
Cerity Partners LLC46,279$1.30M0.00%−420−0.9%Reduced
UBS Asset Management Americas Inc35,677$1.31M0.00%+35,677New
D. E. Shaw & Co., Inc.35,945$1.32M0.00%+35,945New
Jain Global LLC37,149$1.36M0.04%+37,149New
California State Teachers Retirement System39,066$1.43M0.00%+35,910+1,137.8%Added
Qube Research & Technologies Ltd39,600$1.45M0.00%−30,761−43.7%Reduced
Raymond James Financial Inc40,973$1.50M0.00%+40,973New
Comerica Bank42,467$1.56M0.01%+41,295+3,523.5%Added
Quantbot Technologies LP44,205$1.62M0.06%+44,205New
BNP Paribas Arbitrage, SA44,301$1.63M0.00%+8,231+22.8%Added
Cohen & Steers, Inc.45,000$1.65M0.00%00.0%Unchanged
Legal & General Group Plc47,969$1.76M0.00%+43,528+980.1%Added
Alliancebernstein L.P.48,230$1.77M0.00%+3,700+8.3%Added
Sterling Capital Management LLC51,109$1.88M0.03%+7,742+17.9%Added
Churchill Management Corp51,920$1.91M0.02%+51,920New
Russell Investments Group, Ltd.54,096$1.99M0.00%+964+1.8%Added
First Trust Advisors LP55,430$2.03M0.00%+1,842+3.4%Added
Blair William & Co59,542$2.19M0.01%+14,000+30.7%Added
Wolverine Trading, LLC59,416$2.20M0.05%+13,288+28.8%Added
Rhumbline Advisers60,156$2.21M0.00%−30,724−33.8%Reduced
Walleye Trading LLC62,094$2.28M0.04%+62,094New
Citigroup Inc64,512$2.37M0.00%+30,866+91.7%Added
Victory Capital Management Inc65,845$2.42M0.00%+65,845New
M&T Bank Corp74,390$2.73M0.01%+10,644+16.7%Added
Susquehanna International Group, LLP77,063$2.83M0.00%+77,063New
Swiss National Bank82,000$3.01M0.00%+82,000New
Nicholas Investment Partners, LP82,854$3.04M0.27%+82,854New
SEI Investments Co84,057$3.08M0.00%−5,808−6.5%Reduced