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, Q2 2025
Institutional positions in Waystar Holding Corp. as of Jun 30, 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
- 268
- +45 vs. Q1 2025
- Shares held
- 144.5M
- +6.65M (+4.8%) vs. Q1 2025
- Total value
- $5.90B
- +$754.9M (+14.7%) vs. Q1 2025
- New holders
- 70
- 123 more added
- Sold out
- 25
- 62 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Waystar Holding Corp.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 2 | $82 | 0.00% | −360−99.4% | Reduced |
| Essential Partners LLC | 2 | $82 | 0.00% | +2 | New |
| Twin Peaks Wealth Advisors, LLC | 4 | $138 | 0.00% | +4 | New |
| Farther Finance Advisors, LLC | 5 | $204 | 0.00% | +5 | New |
| Smartleaf Asset Management LLC | 6 | $238 | 0.00% | −99−94.3% | Reduced |
| IFP Advisors, Inc | 8 | $327 | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 12 | $491 | 0.00% | +12 | New |
| Signaturefd, LLC | 18 | $736 | 0.00% | +4+28.6% | Added |
| South State Corp. | 19 | $777 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 22 | $822 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 21 | $858 | 0.00% | −3,391−99.4% | Reduced |
| Huntington National Bank | 26 | $1.06K | 0.00% | +26 | New |
| Parkside Financial Bank & Trust | 30 | $1.23K | 0.00% | +15+100.0% | Added |
| Allworth Financial LP | 53 | $2.17K | 0.00% | +45+562.5% | Added |
| Massmutual Trust Co FSB | 67 | $2.74K | 0.00% | +67 | New |
| MAI Capital Management | 94 | $3.84K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 104 | $4.25K | 0.00% | +104 | New |
| Rothschild Investment LLC | 120 | $4.90K | 0.00% | +55+84.6% | Added |
| Versant Capital Management, Inc | 130 | $5.31K | 0.00% | +130 | New |
| Hillsdale Investment Management Inc. | 170 | $6.95K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $8.17K | 0.00% | +200 | New |
| Ci Investments Inc. | 254 | $10.0K | 0.00% | +254 | New |
| GAMMA Investing LLC | 248 | $10.1K | 0.00% | +16+6.9% | Added |
| Northwestern Mutual Wealth Management Co | 260 | $10.6K | 0.00% | −6−2.3% | Reduced |
| Clear Street Markets LLC | 292 | $11.9K | 0.00% | +292 | New |
| Point72 Hong Kong Ltd | 297 | $12.1K | 0.00% | +297 | New |
| Harbour Investments, Inc. | 300 | $12.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 341 | $14.0K | 0.00% | +141+70.5% | Added |
| Cullen/Frost Bankers, Inc. | 368 | $15.0K | 0.00% | +368 | New |
| Antipodes Partners Ltd | 374 | $15.3K | 0.00% | +374 | New |
| MCF Advisors LLC | 382 | $15.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 400 | $16.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 529 | $21.4K | 0.00% | +245+86.3% | Added |
| Quarry LP | 561 | $22.9K | 0.01% | −1,050−65.2% | Reduced |
| Optiver Holding B.V. | 683 | $27.9K | 0.00% | +53+8.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 690 | $28.0K | 0.00% | +690 | New |
| Central Pacific Bank - Trust Division | 810 | $33.1K | 0.00% | +810 | New |
| Covestor Ltd | 922 | $38.0K | 0.02% | +604+189.9% | Added |
| Larson Financial Group LLC | 992 | $40.5K | 0.00% | +865+681.1% | Added |
| First Horizon Advisors, Inc. | 1,001 | $40.9K | 0.00% | −84−7.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,065 | $43.5K | 0.00% | +358+50.6% | Added |
| Point72 (DIFC) Ltd | 1,373 | $56.1K | 0.00% | +1,373 | New |
| EverSource Wealth Advisors, LLC | 1,394 | $57.0K | 0.00% | +1,352+3,219.0% | Added |
| State of Wyoming | 2,098 | $85.7K | 0.01% | +652+45.1% | Added |
| KBC Group NV | 2,186 | $89.0K | 0.00% | −725−24.9% | Reduced |
| Gen-Wealth Partners Inc | 2,510 | $102.6K | 0.04% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,703 | $110.5K | 0.03% | −34,455−92.7% | Reduced |
| Amalgamated Bank | 2,716 | $111.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 5,038 | $205.9K | 0.00% | +5,038 | New |
| Virtus ETF Advisers LLC | 5,058 | $206.7K | 0.13% | +5,058 | New |
| Keybank National Association | 5,074 | $207.4K | 0.00% | +5,074 | New |
| CIBC Asset Management Inc | 5,311 | $217.1K | 0.00% | +5,311 | New |
| Sherbrooke Park Advisers LLC | 5,335 | $218.0K | 0.09% | +5,335 | New |
| Quantinno Capital Management LP | 5,664 | $231.5K | 0.00% | +5,664 | New |
| Cambridge Investment Research Advisors, Inc. | 5,699 | $233.0K | 0.00% | +33+0.6% | Added |
| RiverPark Advisors, LLC | 5,947 | $243.1K | 0.15% | −1,384−18.9% | Reduced |
| Entropy Technologies, LP | 5,996 | $245.1K | 0.02% | −14,781−71.1% | Reduced |
| Gabelli Funds LLC | 6,250 | $255.4K | 0.00% | −1,650−20.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,402 | $261.6K | 0.01% | +6,402 | New |
| BCS Private Wealth Management, Inc. | 6,880 | $281.0K | 0.11% | +6,880 | New |
| Capstone Investment Advisors, LLC | 7,000 | $286.1K | 0.00% | +7,000 | New |
| Verdence Capital Advisors LLC | 7,076 | $289.2K | 0.02% | +348+5.2% | Added |
| Xponance, Inc. | 7,120 | $291.0K | 0.00% | +1,203+20.3% | Added |
| Harbour Capital Advisors, LLC | 7,830 | $302.8K | 0.06% | +7,830 | New |
| Smithfield Trust Co | 7,560 | $310.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 7,878 | $322.0K | 0.02% | −4,980−38.7% | Reduced |
| Magnetar Financial LLC | 8,062 | $329.5K | 0.00% | +8,062 | New |
| Diametric Capital, LP | 8,594 | $351.2K | 0.19% | +8,594 | New |
| Petrus Trust Company, LTA | 8,806 | $359.9K | 0.04% | +8,806 | New |
| Toth Financial Advisory Corp | 9,000 | $367.8K | 0.04% | +9,000 | New |
| HMS Capital Management, LLC | 9,696 | $396.3K | 0.18% | +81+0.8% | Added |
| Pictet Asset Management Holding SA | 9,793 | $400.2K | 0.00% | −1,279−11.6% | Reduced |
| Nebula Research & Development LLC | 9,833 | $401.9K | 0.03% | +9,833 | New |
| CI Private Wealth, LLC | 9,994 | $408.5K | 0.00% | +9,994 | New |
| Transcend Wealth Collective, LLC | 10,004 | $408.9K | 0.03% | +40.0% | Added |
| Cynosure Management, LLC | 10,100 | $412.8K | 0.05% | +10,100 | New |
| AQR Capital Management LLC | 10,162 | $415.3K | 0.00% | +4,725+86.9% | Added |
| Aigen Investment Management, LP | 10,207 | $417.2K | 0.06% | +10,207 | New |
| Bridgefront Capital, LLC | 10,415 | $425.7K | 0.11% | +10,415 | New |
| Mariner, LLC | 11,040 | $451.2K | 0.00% | +11,040 | New |
| Perpetual Ltd | 11,061 | $452.1K | 0.01% | −2,244−16.9% | Reduced |
| CIBC World Markets Corp | 11,236 | $459.2K | 0.00% | −6,251−35.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 11,495 | $469.8K | 0.00% | −16,406−58.8% | Reduced |
| XTX Topco Ltd | 11,526 | $471.1K | 0.02% | −1,003−8.0% | Reduced |
| Voleon Capital Management LP | 11,713 | $478.7K | 0.03% | −16,310−58.2% | Reduced |
| Legato Capital Management LLC | 12,398 | $506.7K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,627 | $516.1K | 0.01% | +10,899+630.7% | Added |
| The PNC Financial Services Group, Inc. | 12,803 | $523.3K | 0.00% | −1,884−12.8% | Reduced |
| LPL Financial LLC | 13,249 | $541.5K | 0.00% | +13,249 | New |
| Custom Index Systems, LLC | 13,303 | $543.7K | 0.26% | +5,955+81.0% | Added |
| US Bancorp | 13,397 | $547.5K | 0.00% | −988−6.9% | Reduced |
| EntryPoint Capital, LLC | 14,012 | $572.7K | 0.29% | −540−3.7% | Reduced |
| Creative Planning | 14,400 | $588.5K | 0.00% | +14,400 | New |
| KLP Kapitalforvaltning AS | 14,600 | $596.7K | 0.00% | +1,300+9.8% | Added |
| Handelsbanken Fonder AB | 15,200 | $621.0K | 0.00% | +15,200 | New |
| FORA Capital, LLC | 15,728 | $642.8K | 0.07% | −8,133−34.1% | Reduced |
| Morris Retirement Advisors, LLC | 16,878 | $689.8K | 0.32% | +6,782+67.2% | Added |
| Illinois Municipal Retirement Fund | 18,044 | $737.5K | 0.01% | +18,044 | New |
| Prelude Capital Management, LLC | 18,157 | $742.1K | 0.07% | +18,157 | New |
| ProShare Advisors LLC | 18,699 | $764.2K | 0.00% | +1,637+9.6% | Added |