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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, 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.

Institutional holdersQ2 2025: 268 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 heldQ2 2025: $5.90B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Waystar Holding Corp.; share changes are against Q1 2025.

Institutions holding WAY in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Diametric Capital, LP8,594$351.2K0.19%+8,594New
Magnetar Financial LLC8,062$329.5K0.00%+8,062New
Smith Group Asset Management, LLC7,878$322.0K0.02%−4,980−38.7%Reduced
Smithfield Trust Co7,560$310.0K0.01%00.0%Unchanged
Harbour Capital Advisors, LLC7,830$302.8K0.06%+7,830New
Xponance, Inc.7,120$291.0K0.00%+1,203+20.3%Added
Verdence Capital Advisors LLC7,076$289.2K0.02%+348+5.2%Added
Capstone Investment Advisors, LLC7,000$286.1K0.00%+7,000New
BCS Private Wealth Management, Inc.6,880$281.0K0.11%+6,880New
Carnegie Capital Asset Management, LLC6,402$261.6K0.01%+6,402New
Gabelli Funds LLC6,250$255.4K0.00%−1,650−20.9%Reduced
Entropy Technologies, LP5,996$245.1K0.02%−14,781−71.1%Reduced
RiverPark Advisors, LLC5,947$243.1K0.15%−1,384−18.9%Reduced
Cambridge Investment Research Advisors, Inc.5,699$233.0K0.00%+33+0.6%Added
Quantinno Capital Management LP5,664$231.5K0.00%+5,664New
Sherbrooke Park Advisers LLC5,335$218.0K0.09%+5,335New
CIBC Asset Management Inc5,311$217.1K0.00%+5,311New
Keybank National Association5,074$207.4K0.00%+5,074New
Virtus ETF Advisers LLC5,058$206.7K0.13%+5,058New
Mackenzie Financial Corp5,038$205.9K0.00%+5,038New
Amalgamated Bank2,716$111.0K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd2,703$110.5K0.03%−34,455−92.7%Reduced
Gen-Wealth Partners Inc2,510$102.6K0.04%00.0%Unchanged
KBC Group NV2,186$89.0K0.00%−725−24.9%Reduced
State of Wyoming2,098$85.7K0.01%+652+45.1%Added
EverSource Wealth Advisors, LLC1,394$57.0K0.00%+1,352+3,219.0%Added
Point72 (DIFC) Ltd1,373$56.1K0.00%+1,373New
Nisa Investment Advisors, LLC1,065$43.5K0.00%+358+50.6%Added
First Horizon Advisors, Inc.1,001$40.9K0.00%−84−7.7%Reduced
Larson Financial Group LLC992$40.5K0.00%+865+681.1%Added
Covestor Ltd922$38.0K0.02%+604+189.9%Added
Central Pacific Bank - Trust Division810$33.1K0.00%+810New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.690$28.0K0.00%+690New
Optiver Holding B.V.683$27.9K0.00%+53+8.4%Added
Quarry LP561$22.9K0.01%−1,050−65.2%Reduced
Advisor Group Holdings, Inc.529$21.4K0.00%+245+86.3%Added
Private Trust Co NA400$16.3K0.00%00.0%Unchanged
MCF Advisors LLC382$15.6K0.00%00.0%Unchanged
Antipodes Partners Ltd374$15.3K0.00%+374New
Cullen/Frost Bankers, Inc.368$15.0K0.00%+368New
CWM, LLC341$14.0K0.00%+141+70.5%Added
Harbour Investments, Inc.300$12.3K0.00%00.0%Unchanged
Point72 Hong Kong Ltd297$12.1K0.00%+297New
Clear Street Markets LLC292$11.9K0.00%+292New
Northwestern Mutual Wealth Management Co260$10.6K0.00%−6−2.3%Reduced
GAMMA Investing LLC248$10.1K0.00%+16+6.9%Added
Ci Investments Inc.254$10.0K0.00%+254New
Global Trust Asset Management, LLC200$8.17K0.00%+200New
Hillsdale Investment Management Inc.170$6.95K0.00%00.0%Unchanged
Versant Capital Management, Inc130$5.31K0.00%+130New
Rothschild Investment LLC120$4.90K0.00%+55+84.6%Added
Vermillion & White Wealth Management Group, LLC104$4.25K0.00%+104New
MAI Capital Management94$3.84K0.00%00.0%Unchanged
Massmutual Trust Co FSB67$2.74K0.00%+67New
Allworth Financial LP53$2.17K0.00%+45+562.5%Added
Parkside Financial Bank & Trust30$1.23K0.00%+15+100.0%Added
Huntington National Bank26$1.06K0.00%+26New
Caitong International Asset Management Co., Ltd21$8580.00%−3,391−99.4%Reduced
Kestra Investment Management, LLC22$8220.00%00.0%Unchanged
South State Corp.19$7770.00%00.0%Unchanged
Signaturefd, LLC18$7360.00%+4+28.6%Added
UMA Financial Services, Inc.12$4910.00%+12New
IFP Advisors, Inc8$3270.00%+8New
Smartleaf Asset Management LLC6$2380.00%−99−94.3%Reduced
Farther Finance Advisors, LLC5$2040.00%+5New
Twin Peaks Wealth Advisors, LLC4$1380.00%+4New
SBI Securities Co., Ltd.2$820.00%−360−99.4%Reduced
Essential Partners LLC2$820.00%+2New
TPG GP A, LLC0$00.00%−3,543,270−100.0%Sold out
Anatole Investment Management Ltd0$00.00%−919,178−100.0%Sold out
CloudAlpha Capital Management Limited/Hong Kong0$00.00%−279,540−100.0%Sold out
Monashee Investment Management LLC0$00.00%−250,000−100.0%Sold out
Agf Management Ltd0$00.00%−229,874−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−184,800−100.0%Sold out
Blackstone Group Inc.0$00.00%−150,000−100.0%Sold out
EAM Global Investors LLC0$00.00%−130,957−100.0%Sold out
EAM Investors, LLC0$00.00%−96,915−100.0%Sold out
Quadrature Capital Ltd0$00.00%−45,968−100.0%Sold out
PDT Partners, LLC0$00.00%−38,701−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−38,609−100.0%Sold out
Price Capital Management, Inc.0$00.00%−37,530−100.0%Sold out
Trexquant Investment LP0$00.00%−26,236−100.0%Sold out
Keystone Investors Pte Ltd0$00.00%−22,798−100.0%Sold out
Danica Pension, Livsforsikringsaktieselskab0$00.00%−11,338−100.0%Sold out
Weiss Asset Management LP0$00.00%−11,031−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−10,107−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−9,200−100.0%Sold out
SG Americas Securities, LLC0$00.00%−7,765−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−6,411−100.0%Sold out
GWM Advisors LLC0$00.00%−6,257−100.0%Sold out
PEAK6 LLC0$00.00%−892−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−175−100.0%Sold out
Stephens Consulting, LLC0$00.00%−20−100.0%Sold out
Kodai Capital Management LP––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Lindbrook Capital, LLC––––Not filed