Skip to main content

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.

Q4 2025 vs. Q3 2025

How the institutions holding Waystar Holding Corp. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of WAY: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders3017300+6
Shares185.9M390.4K199.4M+13.8M (+7.4%)
Value$7.06B$14.8M$6.53B−$512.8M (−7.3%)

7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (73)

Institutions that held Waystar Holding Corp. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to WAY in Q4 2025
InstitutionSharesValue% of portfolio
Advent International Corp11,059,899$362.2M7.50%
Bamco Inc1,393,634$45.6M0.12%
Norges Bank1,362,650$44.6M0.00%
Lykos Global Management, LP1,000,000$32.8M23.17%
Bain Capital Venture Investors, LLC882,965$28.9M11.35%
Fort Washington Investment Advisors Inc640,810$21.0M0.11%
Sio Capital Management, LLC613,725$20.1M3.33%
Capital Research Global Investors495,000$16.2M0.00%
Kingdon Capital Management, L.L.C.414,549$13.6M2.08%
Mawer Investment Management Ltd.337,732$11.1M0.06%
SummitTX Capital, L.P.181,487$5.94M0.18%
Ra Capital Management, L.P.144,400$4.73M0.05%
Advisors Preferred, LLC126,718$3.98M0.65%
Falcon Edge Capital, LP112,895$3.70M0.45%
Citadel Advisors LLC94,894$3.11M0.00%
Renaissance Capital LLC69,393$2.27M1.64%
Aurora Investment Counsel60,267$1.97M1.04%
Graham Capital Management, L.P.39,511$1.29M0.04%
Elo Mutual Pension Insurance Co33,582$1.10M0.02%
Guggenheim Capital LLC21,726$711.5K0.01%
Emerald Mutual Fund Advisers Trust16,388$536.7K0.03%
F/M Investments LLC16,388$536.7K0.02%
Twin Tree Management, LP13,970$457.5K0.05%
Vontobel Holding Ltd.10,333$338.4K0.00%
Connor, Clark & Lunn Investment Management Ltd.10,090$330.4K0.00%
Swiss Life Asset Management Ltd10,019$328.1K0.00%
Walleye Trading LLC9,945$325.7K0.01%
City Center Advisors, LLC9,926$325.1K0.30%
Evergreen Capital Management LLC9,582$313.8K0.01%
Mangrove Partners8,861$290.2K0.02%
Gabelli Funds LLC8,500$278.4K0.00%
Toroso Investments, LLC8,343$273.2K0.00%
Oxford Asset Management LLP8,055$263.8K0.09%
Jump Financial, LLC7,661$250.9K0.00%
Blueshift Asset Management, LLC7,408$242.6K0.07%
CIBC World Markets Corp7,290$238.7K0.00%
Shay Capital LLC7,000$229.3K0.04%
Guilbault Capital LLC6,526$213.7K0.24%
MML Investors Services, LLC6,325$207.1K0.00%
FORA Capital, LLC7,346$202.3K0.02%
SBI Okasan Asset Management Co.Ltd.5,800$191.1K0.01%
Simplex Trading, LLC5,203$170.4K0.00%
New Age Alpha Advisors, LLC5,181$169.7K0.01%
Los Angeles Capital Management LLC2,533$93.9K0.00%
Exchange Traded Concepts, LLC2,575$84.3K0.00%
Horizon Investments, LLC2,575$84.3K0.00%
1620 Investment Advisors, Inc.2,366$77.5K0.05%
Jones Financial Companies LLLP2,230$73.0K0.00%
Danske Bank A/S1,600$52.4K0.00%
Kemnay Advisory Services Inc.670$21.9K0.00%
Olistico Wealth, LLC250$8.19K0.00%
ORG Partners LLC215$7.04K0.00%
Truvestments Capital LLC179$5.86K0.00%
Quarry LP123$4.03K0.00%
Torren Management, LLC122$4.00K0.00%
SageView Advisory Group, LLC93$3.05K0.00%
J.Safra Asset Management Corp93$3.05K0.00%
High Note Wealth, LLC89$2.92K0.00%
Pinnacle Wealth Planning Services, Inc.53$1.74K0.00%
CIBC Private Wealth Group, LLC28$9170.00%
Flagship Harbor Advisors, LLC24$7860.00%
Keating Financial Advisory Services, Inc.23$7530.00%
TD Private Client Wealth LLC18$5900.00%
Rossby Financial, LCC18$5900.00%
Root Financial Partners, LLC16$5240.00%
UMA Financial Services, Inc.11$3610.00%
Assetmark, Inc9$2950.00%
JFS Wealth Advisors, LLC9$2950.00%
Gilpin Wealth Management, LLC3$990.00%
Hughes Financial Services, LLC3$980.00%
Dunhill Financial, LLC3$950.00%
ROSS\JOHNSON & Associates LLC2$660.00%
Huntington National Bank1$330.00%

Sold out (67)

Institutions that held Waystar Holding Corp. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of WAY in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Fuller & Thaler Asset Management, Inc.1,519,779$57.6M
Hood River Capital Management LLC1,012,172$38.4M
Two Sigma Advisers, LP764,121$29.0M
Farallon Capital Management, L.L.C.750,000$28.4M
Fortress Investment Group LLC686,071$26.0M
Lord, Abbett & Co. LLC585,774$22.2M
Spence Asset Management420,897$16.0M
Capitolis Liquid Global Markets LLC385,600$14.6M
Soros Fund Management LLCSuperinvestorSoros Fund Management337,554$12.8M
Man Group plc319,707$12.1M
Woodline Partners LP275,636$10.5M
HSBC Holdings PLC233,522$8.85M
Monashee Investment Management LLC150,000$5.69M
Roubaix Capital, LLC118,092$4.48M
Marshall Wace, LLP115,416$4.38M
HBK Investments L P100,000$3.79M
ExodusPoint Capital Management, LP92,496$3.51M
Advantage Alpha Capital Partners LP79,109$3.00M
Caisse de Depot Et Placement du Quebec77,091$2.92M
Colony Group, LLC49,022$1.86M
American Century Companies Inc47,675$1.81M
Lazard Asset Management LLC44,259$1.68M
Susquehanna Portfolio Strategies, LLC40,543$1.54M
Fieldview Capital Management, LLC34,320$1.30M
Walleye Capital LLC30,992$1.18M
Aristides Capital LLC22,000$834.2K
Quantbot Technologies LP21,991$833.9K
Legato Capital Management LLC20,200$766.0K
Natixis Advisors, L.P.16,107$611.0K
DnB Asset Management AS15,965$605.4K
Pathstone Holdings, LLC14,951$566.9K
Harbour Capital Advisors, LLC14,130$535.7K
Morris Retirement Advisors, LLC12,979$492.2K
Cynosure Management, LLC10,100$383.0K
Occudo Quantitative Strategies LP9,572$363.0K
HMS Capital Management, LLC9,379$355.7K
Custom Index Systems, LLC8,537$323.7K
CIBC Asset Management Inc7,507$284.7K
WoodTrust Financial Corp7,500$284.0K
Verdence Capital Advisors LLC7,218$283.9K
Carnegie Capital Asset Management, LLC7,002$265.5K
Petrus Trust Company, LTA6,765$256.5K
Cambridge Investment Research Advisors, Inc.6,593$250.0K
Caption Management, LLC6,500$246.5K
Mariner, LLC6,083$230.7K
Diametric Capital, LP5,767$218.7K
Hohimer Wealth Management, LLC5,700$216.1K
Ground Swell Capital, LLC5,624$213.3K
Ninepoint Partners LP4,252$161.2K
Gen-Wealth Partners Inc2,510$95.2K
Wealthspire Advisors, LLC830$31.5K
Antipodes Partners Ltd823$31.2K
NBC Securities, Inc.438$16.6K
FNY Investment Advisers, LLC400$15.0K
Larson Financial Group LLC369$14.0K
Advisory Services Network, LLC315$11.9K
Hillsdale Investment Management Inc.200$7.58K
Ci Investments Inc.137$5.00K
Versant Capital Management, Inc130$4.93K
Caitong International Asset Management Co., Ltd56$2.12K
Bessemer Group Inc42$2.00K
Parkside Financial Bank & Trust34$1.29K
Bare Financial Services, Inc14$531
Abound Wealth Management12$456
Signaturefd, LLC7$265
IFP Advisors, Inc7$265
Rakuten Investment Management, Inc.22,780–

Not filed for Q4 2025 yet (7)

Institutions that held Waystar Holding Corp. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WAY in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Cubist Systematic Strategies, LLC239,159$9.07M
Otter Creek Advisors, LLC99,146$3.76M
Wolverine Trading, LLC27,666$1.04M
Point72 (DIFC) Ltd12,600$477.8K
CIBC Bancorp USA Inc.11,665$442.3K
Point72 Asia (Singapore) Pte. Ltd.124$4.72K
Point72 Europe (London) LLP4$147