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 2025
Institutional positions in Waystar Holding Corp. as of Sep 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
- 301
- +37 vs. Q2 2025
- Shares held
- 185.9M
- +42.7M (+29.8%) vs. Q2 2025
- Total value
- $7.06B
- +$1.20B (+20.5%) vs. Q2 2025
- New holders
- 84
- 124 more added
- Sold out
- 47
- 78 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Waystar Holding Corp.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 2 | $76 | 0.00% | +2 | New |
| Point72 Europe (London) LLP | 4 | $147 | 0.00% | +4 | New |
| Signaturefd, LLC | 7 | $265 | 0.00% | −11−61.1% | Reduced |
| IFP Advisors, Inc | 7 | $265 | 0.00% | −1−12.5% | Reduced |
| US Bancorp | 11 | $417 | 0.00% | −13,386−99.9% | Reduced |
| Abound Wealth Management | 12 | $456 | 0.00% | +12 | New |
| Fifth Third Bancorp | 14 | $531 | 0.00% | +14 | New |
| Bare Financial Services, Inc | 14 | $531 | 0.00% | +14 | New |
| Smartleaf Asset Management LLC | 19 | $712 | 0.00% | +13+216.7% | Added |
| South State Corp. | 19 | $721 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $873 | 0.00% | +23 | New |
| SBI Securities Co., Ltd. | 24 | $910 | 0.00% | +22+1,100.0% | Added |
| Parkside Financial Bank & Trust | 34 | $1.29K | 0.00% | +4+13.3% | Added |
| Farmers & Merchants Investments Inc | 40 | $1.52K | 0.00% | +40 | New |
| Essential Partners LLC | 45 | $1.71K | 0.00% | +43+2,150.0% | Added |
| Bessemer Group Inc | 42 | $2.00K | 0.00% | +42 | New |
| Caitong International Asset Management Co., Ltd | 56 | $2.12K | 0.00% | +35+166.7% | Added |
| Rothschild Investment LLC | 70 | $2.65K | 0.00% | −50−41.7% | Reduced |
| MAI Capital Management | 81 | $3.07K | 0.00% | −13−13.8% | Reduced |
| Massmutual Trust Co FSB | 98 | $3.72K | 0.00% | +31+46.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 104 | $3.94K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 124 | $4.72K | 0.00% | +124 | New |
| Versant Capital Management, Inc | 130 | $4.93K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 137 | $5.00K | 0.00% | −117−46.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 122 | $5.00K | 0.00% | +122 | New |
| Allworth Financial LP | 132 | $5.01K | 0.00% | +79+149.1% | Added |
| Hillsdale Investment Management Inc. | 200 | $7.58K | 0.00% | +30+17.6% | Added |
| Umb Bank N A | 228 | $8.65K | 0.00% | +228 | New |
| GAMMA Investing LLC | 247 | $9.37K | 0.00% | −1−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 260 | $9.86K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 264 | $10.0K | 0.00% | +264 | New |
| MCF Advisors LLC | 283 | $10.7K | 0.00% | −99−25.9% | Reduced |
| SRS Capital Advisors, Inc. | 290 | $11.0K | 0.00% | +290 | New |
| Harbour Investments, Inc. | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 315 | $11.9K | 0.00% | +315 | New |
| Larson Financial Group LLC | 369 | $14.0K | 0.00% | −623−62.8% | Reduced |
| Rockefeller Capital Management L.P. | 379 | $14.4K | 0.00% | +379 | New |
| FNY Investment Advisers, LLC | 400 | $15.0K | 0.00% | +400 | New |
| Farther Finance Advisors, LLC | 396 | $15.0K | 0.00% | +391+7,820.0% | Added |
| Cullen/Frost Bankers, Inc. | 398 | $15.1K | 0.00% | +30+8.2% | Added |
| Private Trust Co NA | 404 | $15.3K | 0.00% | +4+1.0% | Added |
| NBC Securities, Inc. | 438 | $16.6K | 0.00% | +438 | New |
| Optiver Holding B.V. | 565 | $21.4K | 0.00% | −118−17.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 604 | $23.3K | 0.00% | +604 | New |
| Advisor Group Holdings, Inc. | 647 | $24.4K | 0.00% | +118+22.3% | Added |
| Salomon & Ludwin, LLC | 658 | $31.1K | 0.00% | +658 | New |
| Antipodes Partners Ltd | 823 | $31.2K | 0.00% | +449+120.1% | Added |
| Wealthspire Advisors, LLC | 830 | $31.5K | 0.00% | +830 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 948 | $36.0K | 0.00% | +258+37.4% | Added |
| Central Pacific Bank - Trust Division | 967 | $36.7K | 0.00% | +157+19.4% | Added |
| First Horizon Corp | 1,001 | $38.0K | 0.00% | +1,001 | New |
| Nisa Investment Advisors, LLC | 1,053 | $39.9K | 0.00% | −12−1.1% | Reduced |
| State of Wyoming | 1,346 | $51.0K | 0.01% | −752−35.8% | Reduced |
| CWM, LLC | 2,100 | $80.0K | 0.00% | +1,759+515.8% | Added |
| EverSource Wealth Advisors, LLC | 2,113 | $80.1K | 0.00% | +719+51.6% | Added |
| Tower Research Capital LLC (TRC) | 2,345 | $88.9K | 0.00% | −10,282−81.4% | Reduced |
| Gen-Wealth Partners Inc | 2,510 | $95.2K | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,575 | $97.6K | 0.00% | +2,575 | New |
| Covestor Ltd | 3,197 | $121.0K | 0.07% | +2,275+246.7% | Added |
| KBC Group NV | 3,218 | $122.0K | 0.00% | +1,032+47.2% | Added |
| RiverPark Advisors, LLC | 3,434 | $130.2K | 0.06% | −2,513−42.3% | Reduced |
| Ninepoint Partners LP | 4,252 | $161.2K | 0.02% | +4,252 | New |
| Virtus ETF Advisers LLC | 5,058 | $191.8K | 0.11% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 5,394 | $204.5K | 0.00% | +5,394 | New |
| Federation des caisses Desjardins du Quebec | 5,517 | $209.2K | 0.00% | +5,517 | New |
| Ground Swell Capital, LLC | 5,624 | $213.3K | 0.47% | +5,624 | New |
| Hohimer Wealth Management, LLC | 5,700 | $216.1K | 0.03% | +5,700 | New |
| Diametric Capital, LP | 5,767 | $218.7K | 0.08% | −2,827−32.9% | Reduced |
| Mariner, LLC | 6,083 | $230.7K | 0.00% | −4,957−44.9% | Reduced |
| Cetera Trust Company, N.A | 6,430 | $243.8K | 0.14% | +6,430 | New |
| Caption Management, LLC | 6,500 | $246.5K | 0.01% | +6,500 | New |
| Cambridge Investment Research Advisors, Inc. | 6,593 | $250.0K | 0.00% | +894+15.7% | Added |
| Petrus Trust Company, LTA | 6,765 | $256.5K | 0.03% | −2,041−23.2% | Reduced |
| Mackenzie Financial Corp | 6,864 | $260.3K | 0.00% | +1,826+36.2% | Added |
| Bank of Montreal | 6,985 | $264.9K | 0.00% | +6,985 | New |
| Carnegie Capital Asset Management, LLC | 7,002 | $265.5K | 0.01% | +600+9.4% | Added |
| EntryPoint Capital, LLC | 7,214 | $273.6K | 0.11% | −6,798−48.5% | Reduced |
| BCS Private Wealth Management, Inc. | 7,455 | $282.7K | 0.10% | +575+8.4% | Added |
| Verdence Capital Advisors LLC | 7,218 | $283.9K | 0.02% | +142+2.0% | Added |
| WoodTrust Financial Corp | 7,500 | $284.0K | 0.03% | +7,500 | New |
| CIBC Asset Management Inc | 7,507 | $284.7K | 0.00% | +2,196+41.3% | Added |
| Smithfield Trust Co | 7,560 | $286.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,631 | $289.4K | 0.00% | +7,631 | New |
| SG Americas Securities, LLC | 7,643 | $290.0K | 0.00% | +7,643 | New |
| Public Employees Retirement Association of Colorado | 7,686 | $291.0K | 0.00% | +7,686 | New |
| Smith Group Asset Management, LLC | 8,238 | $312.4K | 0.02% | +360+4.6% | Added |
| Custom Index Systems, LLC | 8,537 | $323.7K | 0.10% | −4,766−35.8% | Reduced |
| Xponance, Inc. | 8,604 | $326.3K | 0.00% | +1,484+20.8% | Added |
| HMS Capital Management, LLC | 9,379 | $355.7K | 0.15% | −317−3.3% | Reduced |
| Cetera Investment Advisers | 9,438 | $357.9K | 0.00% | +9,438 | New |
| Occudo Quantitative Strategies LP | 9,572 | $363.0K | 0.04% | −28,835−75.1% | Reduced |
| Transcend Wealth Collective, LLC | 10,055 | $381.3K | 0.03% | +51+0.5% | Added |
| Cynosure Management, LLC | 10,100 | $383.0K | 0.04% | 00.0% | Unchanged |
| Keybank National Association | 10,100 | $383.0K | 0.00% | +5,026+99.1% | Added |
| CIBC Bancorp USA Inc. | 11,665 | $442.3K | 0.00% | +11,665 | New |
| Point72 (DIFC) Ltd | 12,600 | $477.8K | 0.03% | +11,227+817.7% | Added |
| Vinva Investment Management Ltd | 8,416 | $479.8K | 0.01% | +8,416 | New |
| Mutual of America Capital Management LLC | 12,856 | $487.5K | 0.01% | +12,856 | New |
| Morris Retirement Advisors, LLC | 12,979 | $492.2K | 0.21% | −3,899−23.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,140 | $499.0K | 0.08% | −15,490−54.1% | Reduced |