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, Q1 2025
Institutional positions in Waystar Holding Corp. as of Mar 31, 2025. 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
- 226
- +63 vs. Q4 2024
- Shares held
- 137.9M
- +12.6M (+10.1%) vs. Q4 2024
- Total value
- $5.15B
- +$554.6M (+12.1%) vs. Q4 2024
- New holders
- 82
- 108 more added
- Sold out
- 19
- 31 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 301 | $4.35B |
| Q1 2026 | 307 | $4.94B |
| Q4 2025 | 300 | $6.53B |
| Q3 2025 | 301 | $7.06B |
| Q2 2025 | 268 | $5.90B |
| Q1 2025 | 226 | $5.15B |
| Q4 2024 | 165 | $4.62B |
| Q3 2024 | 117 | $3.46B |
| Q2 2024 | 92 | $2.65B |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Waystar Holding Corp.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 707 | $26.4K | 0.00% | +557+371.3% | Added |
| Optiver Holding B.V. | 630 | $23.5K | 0.00% | +630 | New |
| Rakuten Investment Management, Inc. | 585 | $22.1K | 0.00% | +585 | New |
| Private Trust Co NA | 400 | $14.9K | 0.00% | +400 | New |
| MCF Advisors LLC | 382 | $14.3K | 0.00% | +42+12.4% | Added |
| SBI Securities Co., Ltd. | 362 | $13.5K | 0.00% | +193+114.2% | Added |
| Covestor Ltd | 318 | $12.0K | 0.01% | +310+3,875.0% | Added |
| Harbour Investments, Inc. | 300 | $11.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 284 | $10.6K | 0.00% | −743−72.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 266 | $9.94K | 0.00% | +266 | New |
| GAMMA Investing LLC | 232 | $8.67K | 0.00% | +97+71.9% | Added |
| CWM, LLC | 200 | $7.00K | 0.00% | +75+60.0% | Added |
| Coldstream Capital Management Inc | 175 | $6.54K | 0.00% | +175 | New |
| Hillsdale Investment Management Inc. | 170 | $6.35K | 0.00% | +170 | New |
| Larson Financial Group LLC | 127 | $4.75K | 0.00% | +127 | New |
| Smartleaf Asset Management LLC | 105 | $3.97K | 0.00% | +105 | New |
| MAI Capital Management | 94 | $3.51K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $2.43K | 0.00% | +25+62.5% | Added |
| EverSource Wealth Advisors, LLC | 42 | $1.57K | 0.00% | +29+223.1% | Added |
| Kestra Investment Management, LLC | 22 | $822 | 0.00% | +22 | New |
| Stephens Consulting, LLC | 20 | $748 | 0.00% | +20 | New |
| South State Corp. | 19 | $710 | 0.00% | +19 | New |
| Parkside Financial Bank & Trust | 15 | $561 | 0.00% | +15 | New |
| Signaturefd, LLC | 14 | $523 | 0.00% | +14 | New |
| Allworth Financial LP | 8 | $299 | 0.00% | +8 | New |
| Lindbrook Capital, LLC | 5 | $187 | 0.00% | +4+400.0% | Added |
| Francisco Partners Management, LP | 0 | $0 | 0.00% | −4,859,191−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −3,295,260−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −1,476,236−100.0% | Sold out |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −551,893−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −117,284−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −74,390−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −62,094−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −27,669−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −19,100−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −17,093−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −14,865−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −13,663−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −8,714−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −7,341−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |