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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 13,140 | $499.0K | 0.08% | −15,490−54.1% | Reduced |
| Morris Retirement Advisors, LLC | 12,979 | $492.2K | 0.21% | −3,899−23.1% | Reduced |
| Mutual of America Capital Management LLC | 12,856 | $487.5K | 0.01% | +12,856 | New |
| Vinva Investment Management Ltd | 8,416 | $479.8K | 0.01% | +8,416 | New |
| Point72 (DIFC) Ltd | 12,600 | $477.8K | 0.03% | +11,227+817.7% | Added |
| CIBC Bancorp USA Inc. | 11,665 | $442.3K | 0.00% | +11,665 | New |
| 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 |
| Transcend Wealth Collective, LLC | 10,055 | $381.3K | 0.03% | +51+0.5% | Added |
| Occudo Quantitative Strategies LP | 9,572 | $363.0K | 0.04% | −28,835−75.1% | Reduced |
| Cetera Investment Advisers | 9,438 | $357.9K | 0.00% | +9,438 | New |
| HMS Capital Management, LLC | 9,379 | $355.7K | 0.15% | −317−3.3% | Reduced |
| Xponance, Inc. | 8,604 | $326.3K | 0.00% | +1,484+20.8% | Added |
| Custom Index Systems, LLC | 8,537 | $323.7K | 0.10% | −4,766−35.8% | Reduced |
| Smith Group Asset Management, LLC | 8,238 | $312.4K | 0.02% | +360+4.6% | Added |
| Public Employees Retirement Association of Colorado | 7,686 | $291.0K | 0.00% | +7,686 | New |
| SG Americas Securities, LLC | 7,643 | $290.0K | 0.00% | +7,643 | New |
| Forum Financial Management, LP | 7,631 | $289.4K | 0.00% | +7,631 | New |
| Smithfield Trust Co | 7,560 | $286.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 7,507 | $284.7K | 0.00% | +2,196+41.3% | Added |
| WoodTrust Financial Corp | 7,500 | $284.0K | 0.03% | +7,500 | New |
| Verdence Capital Advisors LLC | 7,218 | $283.9K | 0.02% | +142+2.0% | Added |
| BCS Private Wealth Management, Inc. | 7,455 | $282.7K | 0.10% | +575+8.4% | Added |
| EntryPoint Capital, LLC | 7,214 | $273.6K | 0.11% | −6,798−48.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,002 | $265.5K | 0.01% | +600+9.4% | Added |
| Bank of Montreal | 6,985 | $264.9K | 0.00% | +6,985 | New |
| Mackenzie Financial Corp | 6,864 | $260.3K | 0.00% | +1,826+36.2% | Added |
| Petrus Trust Company, LTA | 6,765 | $256.5K | 0.03% | −2,041−23.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,593 | $250.0K | 0.00% | +894+15.7% | Added |
| Caption Management, LLC | 6,500 | $246.5K | 0.01% | +6,500 | New |
| Cetera Trust Company, N.A | 6,430 | $243.8K | 0.14% | +6,430 | New |
| Mariner, LLC | 6,083 | $230.7K | 0.00% | −4,957−44.9% | Reduced |
| Diametric Capital, LP | 5,767 | $218.7K | 0.08% | −2,827−32.9% | Reduced |
| Hohimer Wealth Management, LLC | 5,700 | $216.1K | 0.03% | +5,700 | New |
| Ground Swell Capital, LLC | 5,624 | $213.3K | 0.47% | +5,624 | New |
| Federation des caisses Desjardins du Quebec | 5,517 | $209.2K | 0.00% | +5,517 | New |
| Bridgewater Associates, LP | 5,394 | $204.5K | 0.00% | +5,394 | New |
| Virtus ETF Advisers LLC | 5,058 | $191.8K | 0.11% | 00.0% | Unchanged |
| Ninepoint Partners LP | 4,252 | $161.2K | 0.02% | +4,252 | New |
| RiverPark Advisors, LLC | 3,434 | $130.2K | 0.06% | −2,513−42.3% | Reduced |
| KBC Group NV | 3,218 | $122.0K | 0.00% | +1,032+47.2% | Added |
| Covestor Ltd | 3,197 | $121.0K | 0.07% | +2,275+246.7% | Added |
| Pacer Advisors, Inc. | 2,575 | $97.6K | 0.00% | +2,575 | New |
| Gen-Wealth Partners Inc | 2,510 | $95.2K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,345 | $88.9K | 0.00% | −10,282−81.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,113 | $80.1K | 0.00% | +719+51.6% | Added |
| CWM, LLC | 2,100 | $80.0K | 0.00% | +1,759+515.8% | Added |
| State of Wyoming | 1,346 | $51.0K | 0.01% | −752−35.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,053 | $39.9K | 0.00% | −12−1.1% | Reduced |
| First Horizon Corp | 1,001 | $38.0K | 0.00% | +1,001 | New |
| Central Pacific Bank - Trust Division | 967 | $36.7K | 0.00% | +157+19.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 948 | $36.0K | 0.00% | +258+37.4% | Added |
| Wealthspire Advisors, LLC | 830 | $31.5K | 0.00% | +830 | New |
| Antipodes Partners Ltd | 823 | $31.2K | 0.00% | +449+120.1% | Added |
| Salomon & Ludwin, LLC | 658 | $31.1K | 0.00% | +658 | New |
| Advisor Group Holdings, Inc. | 647 | $24.4K | 0.00% | +118+22.3% | Added |
| Whittier Trust Co of Nevada Inc | 604 | $23.3K | 0.00% | +604 | New |
| Optiver Holding B.V. | 565 | $21.4K | 0.00% | −118−17.3% | Reduced |
| NBC Securities, Inc. | 438 | $16.6K | 0.00% | +438 | New |
| Private Trust Co NA | 404 | $15.3K | 0.00% | +4+1.0% | Added |
| Cullen/Frost Bankers, Inc. | 398 | $15.1K | 0.00% | +30+8.2% | Added |
| Farther Finance Advisors, LLC | 396 | $15.0K | 0.00% | +391+7,820.0% | Added |
| FNY Investment Advisers, LLC | 400 | $15.0K | 0.00% | +400 | New |
| Rockefeller Capital Management L.P. | 379 | $14.4K | 0.00% | +379 | New |
| Larson Financial Group LLC | 369 | $14.0K | 0.00% | −623−62.8% | Reduced |
| Advisory Services Network, LLC | 315 | $11.9K | 0.00% | +315 | New |
| Harbour Investments, Inc. | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 290 | $11.0K | 0.00% | +290 | New |
| MCF Advisors LLC | 283 | $10.7K | 0.00% | −99−25.9% | Reduced |
| Quadrant Capital Group LLC | 264 | $10.0K | 0.00% | +264 | New |
| Northwestern Mutual Wealth Management Co | 260 | $9.86K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 247 | $9.37K | 0.00% | −1−0.4% | Reduced |
| Umb Bank N A | 228 | $8.65K | 0.00% | +228 | New |
| Hillsdale Investment Management Inc. | 200 | $7.58K | 0.00% | +30+17.6% | Added |
| Allworth Financial LP | 132 | $5.01K | 0.00% | +79+149.1% | Added |
| 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 |
| Versant Capital Management, Inc | 130 | $4.93K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 124 | $4.72K | 0.00% | +124 | New |
| Vermillion & White Wealth Management Group, LLC | 104 | $3.94K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 98 | $3.72K | 0.00% | +31+46.3% | Added |
| MAI Capital Management | 81 | $3.07K | 0.00% | −13−13.8% | Reduced |
| Rothschild Investment LLC | 70 | $2.65K | 0.00% | −50−41.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 56 | $2.12K | 0.00% | +35+166.7% | Added |
| Bessemer Group Inc | 42 | $2.00K | 0.00% | +42 | New |
| Essential Partners LLC | 45 | $1.71K | 0.00% | +43+2,150.0% | Added |
| Farmers & Merchants Investments Inc | 40 | $1.52K | 0.00% | +40 | New |
| Parkside Financial Bank & Trust | 34 | $1.29K | 0.00% | +4+13.3% | Added |
| SBI Securities Co., Ltd. | 24 | $910 | 0.00% | +22+1,100.0% | Added |
| True Wealth Design, LLC | 23 | $873 | 0.00% | +23 | New |
| South State Corp. | 19 | $721 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 19 | $712 | 0.00% | +13+216.7% | Added |
| Fifth Third Bancorp | 14 | $531 | 0.00% | +14 | New |
| Bare Financial Services, Inc | 14 | $531 | 0.00% | +14 | New |
| Abound Wealth Management | 12 | $456 | 0.00% | +12 | New |
| US Bancorp | 11 | $417 | 0.00% | −13,386−99.9% | Reduced |
| Signaturefd, LLC | 7 | $265 | 0.00% | −11−61.1% | Reduced |
| IFP Advisors, Inc | 7 | $265 | 0.00% | −1−12.5% | Reduced |
| Point72 Europe (London) LLP | 4 | $147 | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 2 | $76 | 0.00% | +2 | New |