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, Q4 2025
Institutional positions in Waystar Holding Corp. as of Dec 31, 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
- 300
- +6 vs. Q3 2025
- Shares held
- 199.4M
- +13.8M (+7.4%) vs. Q3 2025
- Total value
- $6.53B
- −$512.8M (−7.3%) vs. Q3 2025
- New holders
- 73
- 114 more added
- Sold out
- 67
- 89 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Waystar Holding Corp.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $33 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $66 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 3 | $95 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $98 | 0.00% | +3 | New |
| Gilpin Wealth Management, LLC | 3 | $99 | 0.00% | +3 | New |
| Assetmark, Inc | 9 | $295 | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 9 | $295 | 0.00% | +9 | New |
| UMA Financial Services, Inc. | 11 | $361 | 0.00% | +11 | New |
| Root Financial Partners, LLC | 16 | $524 | 0.00% | +16 | New |
| TD Private Client Wealth LLC | 18 | $590 | 0.00% | +18 | New |
| Rossby Financial, LCC | 18 | $590 | 0.00% | +18 | New |
| South State Corp. | 19 | $623 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 21 | $688 | 0.00% | −3−12.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 23 | $753 | 0.00% | +23 | New |
| True Wealth Design, LLC | 23 | $754 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 24 | $786 | 0.00% | +24 | New |
| CIBC Private Wealth Group, LLC | 28 | $917 | 0.00% | +28 | New |
| Clearstead Advisors, LLC | 51 | $1.67K | 0.00% | +49+2,450.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 53 | $1.74K | 0.00% | +53 | New |
| Farmers & Merchants Investments Inc | 55 | $1.80K | 0.00% | +15+37.5% | Added |
| Massmutual Trust Co FSB | 67 | $2.19K | 0.00% | −31−31.6% | Reduced |
| MAI Capital Management | 88 | $2.88K | 0.00% | +7+8.6% | Added |
| High Note Wealth, LLC | 89 | $2.92K | 0.00% | +89 | New |
| J.Safra Asset Management Corp | 93 | $3.05K | 0.00% | +93 | New |
| SageView Advisory Group, LLC | 93 | $3.05K | 0.00% | +93 | New |
| Essential Partners LLC | 101 | $3.31K | 0.00% | +56+124.4% | Added |
| SRS Capital Advisors, Inc. | 102 | $3.34K | 0.00% | −188−64.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 104 | $3.41K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 112 | $3.67K | 0.00% | +42+60.0% | Added |
| Torren Management, LLC | 122 | $4.00K | 0.00% | +122 | New |
| T. Rowe Price Investment Management, Inc. | 122 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 123 | $4.03K | 0.00% | +123 | New |
| Quadrant Capital Group LLC | 158 | $5.17K | 0.00% | −106−40.2% | Reduced |
| Fifth Third Bancorp | 163 | $5.34K | 0.00% | +149+1,064.3% | Added |
| Truvestments Capital LLC | 179 | $5.86K | 0.00% | +179 | New |
| ORG Partners LLC | 215 | $7.04K | 0.00% | +215 | New |
| Umb Bank N A | 238 | $7.79K | 0.00% | +10+4.4% | Added |
| MCF Advisors LLC | 245 | $8.02K | 0.00% | −38−13.4% | Reduced |
| Olistico Wealth, LLC | 250 | $8.19K | 0.00% | +250 | New |
| Northwestern Mutual Wealth Management Co | 260 | $8.52K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 273 | $8.94K | 0.00% | −292−51.7% | Reduced |
| Advisor Group Holdings, Inc. | 284 | $9.30K | 0.00% | −363−56.1% | Reduced |
| Rockefeller Capital Management L.P. | 285 | $9.33K | 0.00% | −94−24.8% | Reduced |
| Harbour Investments, Inc. | 300 | $9.82K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 341 | $11.2K | 0.00% | +209+158.3% | Added |
| Cullen/Frost Bankers, Inc. | 402 | $13.2K | 0.00% | +4+1.0% | Added |
| Salomon & Ludwin, LLC | 502 | $16.0K | 0.00% | −156−23.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 594 | $19.3K | 0.00% | −10−1.7% | Reduced |
| Private Trust Co NA | 653 | $21.4K | 0.00% | +249+61.6% | Added |
| Kemnay Advisory Services Inc. | 670 | $21.9K | 0.00% | +670 | New |
| Nisa Investment Advisors, LLC | 1,009 | $33.0K | 0.00% | −44−4.2% | Reduced |
| First Horizon Corp | 1,085 | $35.5K | 0.00% | +84+8.4% | Added |
| Smartleaf Asset Management LLC | 1,160 | $38.3K | 0.00% | +1,141+6,005.3% | Added |
| CWM, LLC | 1,516 | $50.0K | 0.00% | −584−27.8% | Reduced |
| Danske Bank A/S | 1,600 | $52.4K | 0.00% | +1,600 | New |
| GAMMA Investing LLC | 1,762 | $57.7K | 0.00% | +1,515+613.4% | Added |
| Jones Financial Companies LLLP | 2,230 | $73.0K | 0.00% | +2,230 | New |
| 1620 Investment Advisors, Inc. | 2,366 | $77.5K | 0.05% | +2,366 | New |
| EverSource Wealth Advisors, LLC | 2,400 | $78.6K | 0.00% | +287+13.6% | Added |
| Exchange Traded Concepts, LLC | 2,575 | $84.3K | 0.00% | +2,575 | New |
| Horizon Investments, LLC | 2,575 | $84.3K | 0.00% | +2,575 | New |
| Los Angeles Capital Management LLC | 2,533 | $93.9K | 0.00% | +2,533 | New |
| RiverPark Advisors, LLC | 2,904 | $95.1K | 0.03% | −530−15.4% | Reduced |
| Pacer Advisors, Inc. | 3,144 | $103.0K | 0.00% | +569+22.1% | Added |
| KBC Group NV | 3,218 | $105.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,350 | $110.0K | 0.06% | +153+4.8% | Added |
| Farther Finance Advisors, LLC | 3,960 | $129.7K | 0.00% | +3,564+900.0% | Added |
| Virtus ETF Advisers LLC | 5,058 | $165.7K | 0.08% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 5,181 | $169.7K | 0.01% | +5,181 | New |
| Simplex Trading, LLC | 5,203 | $170.4K | 0.00% | +5,203 | New |
| Central Pacific Bank - Trust Division | 5,427 | $177.7K | 0.02% | +4,460+461.2% | Added |
| SBI Okasan Asset Management Co.Ltd. | 5,800 | $191.1K | 0.01% | +5,800 | New |
| Cetera Trust Company, N.A | 5,930 | $194.2K | 0.10% | −500−7.8% | Reduced |
| FORA Capital, LLC | 7,346 | $202.3K | 0.02% | +7,346 | New |
| MML Investors Services, LLC | 6,325 | $207.1K | 0.00% | +6,325 | New |
| Federation des caisses Desjardins du Quebec | 6,509 | $213.2K | 0.00% | +992+18.0% | Added |
| Guilbault Capital LLC | 6,526 | $213.7K | 0.24% | +6,526 | New |
| Sandia Investment Management LP | 6,550 | $214.5K | 0.53% | −8,450−56.3% | Reduced |
| Bank of Montreal | 6,738 | $220.7K | 0.00% | −247−3.5% | Reduced |
| Mackenzie Financial Corp | 6,864 | $225.9K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 7,000 | $229.3K | 0.04% | +7,000 | New |
| EntryPoint Capital, LLC | 7,214 | $236.3K | 0.09% | 00.0% | Unchanged |
| CIBC World Markets Corp | 7,290 | $238.7K | 0.00% | +7,290 | New |
| Blueshift Asset Management, LLC | 7,408 | $242.6K | 0.07% | +7,408 | New |
| Smithfield Trust Co | 7,560 | $248.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,631 | $249.9K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,661 | $250.9K | 0.00% | +7,661 | New |
| Public Employees Retirement Association of Colorado | 7,686 | $252.0K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 8,055 | $263.8K | 0.09% | +8,055 | New |
| Toroso Investments, LLC | 8,343 | $273.2K | 0.00% | +8,343 | New |
| Gabelli Funds LLC | 8,500 | $278.4K | 0.00% | +8,500 | New |
| Xponance, Inc. | 8,701 | $285.0K | 0.00% | +97+1.1% | Added |
| Mangrove Partners | 8,861 | $290.2K | 0.02% | +8,861 | New |
| Evergreen Capital Management LLC | 9,582 | $313.8K | 0.01% | +9,582 | New |
| City Center Advisors, LLC | 9,926 | $325.1K | 0.30% | +9,926 | New |
| Walleye Trading LLC | 9,945 | $325.7K | 0.01% | +9,945 | New |
| Transcend Wealth Collective, LLC | 10,000 | $327.5K | 0.03% | −55−0.5% | Reduced |
| Swiss Life Asset Management Ltd | 10,019 | $328.1K | 0.00% | +10,019 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 10,090 | $330.4K | 0.00% | +10,090 | New |
| Keybank National Association | 10,131 | $331.8K | 0.00% | +31+0.3% | Added |