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 |
|---|---|---|---|---|---|
| Keybank National Association | 10,131 | $331.8K | 0.00% | +31+0.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,090 | $330.4K | 0.00% | +10,090 | New |
| Swiss Life Asset Management Ltd | 10,019 | $328.1K | 0.00% | +10,019 | New |
| Transcend Wealth Collective, LLC | 10,000 | $327.5K | 0.03% | −55−0.5% | Reduced |
| Walleye Trading LLC | 9,945 | $325.7K | 0.01% | +9,945 | New |
| City Center Advisors, LLC | 9,926 | $325.1K | 0.30% | +9,926 | New |
| Evergreen Capital Management LLC | 9,582 | $313.8K | 0.01% | +9,582 | New |
| Mangrove Partners | 8,861 | $290.2K | 0.02% | +8,861 | New |
| Xponance, Inc. | 8,701 | $285.0K | 0.00% | +97+1.1% | Added |
| Gabelli Funds LLC | 8,500 | $278.4K | 0.00% | +8,500 | New |
| Toroso Investments, LLC | 8,343 | $273.2K | 0.00% | +8,343 | New |
| Oxford Asset Management LLP | 8,055 | $263.8K | 0.09% | +8,055 | New |
| Public Employees Retirement Association of Colorado | 7,686 | $252.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,661 | $250.9K | 0.00% | +7,661 | New |
| Forum Financial Management, LP | 7,631 | $249.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 7,560 | $248.0K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 7,408 | $242.6K | 0.07% | +7,408 | New |
| CIBC World Markets Corp | 7,290 | $238.7K | 0.00% | +7,290 | New |
| EntryPoint Capital, LLC | 7,214 | $236.3K | 0.09% | 00.0% | Unchanged |
| Shay Capital LLC | 7,000 | $229.3K | 0.04% | +7,000 | New |
| Mackenzie Financial Corp | 6,864 | $225.9K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 6,738 | $220.7K | 0.00% | −247−3.5% | Reduced |
| Sandia Investment Management LP | 6,550 | $214.5K | 0.53% | −8,450−56.3% | Reduced |
| Guilbault Capital LLC | 6,526 | $213.7K | 0.24% | +6,526 | New |
| Federation des caisses Desjardins du Quebec | 6,509 | $213.2K | 0.00% | +992+18.0% | Added |
| MML Investors Services, LLC | 6,325 | $207.1K | 0.00% | +6,325 | New |
| FORA Capital, LLC | 7,346 | $202.3K | 0.02% | +7,346 | New |
| Cetera Trust Company, N.A | 5,930 | $194.2K | 0.10% | −500−7.8% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 5,800 | $191.1K | 0.01% | +5,800 | New |
| Central Pacific Bank - Trust Division | 5,427 | $177.7K | 0.02% | +4,460+461.2% | Added |
| Simplex Trading, LLC | 5,203 | $170.4K | 0.00% | +5,203 | New |
| New Age Alpha Advisors, LLC | 5,181 | $169.7K | 0.01% | +5,181 | New |
| Virtus ETF Advisers LLC | 5,058 | $165.7K | 0.08% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,960 | $129.7K | 0.00% | +3,564+900.0% | Added |
| Covestor Ltd | 3,350 | $110.0K | 0.06% | +153+4.8% | Added |
| KBC Group NV | 3,218 | $105.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,144 | $103.0K | 0.00% | +569+22.1% | Added |
| RiverPark Advisors, LLC | 2,904 | $95.1K | 0.03% | −530−15.4% | Reduced |
| Los Angeles Capital Management LLC | 2,533 | $93.9K | 0.00% | +2,533 | New |
| 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 |
| EverSource Wealth Advisors, LLC | 2,400 | $78.6K | 0.00% | +287+13.6% | Added |
| 1620 Investment Advisors, Inc. | 2,366 | $77.5K | 0.05% | +2,366 | New |
| Jones Financial Companies LLLP | 2,230 | $73.0K | 0.00% | +2,230 | New |
| GAMMA Investing LLC | 1,762 | $57.7K | 0.00% | +1,515+613.4% | Added |
| Danske Bank A/S | 1,600 | $52.4K | 0.00% | +1,600 | New |
| CWM, LLC | 1,516 | $50.0K | 0.00% | −584−27.8% | Reduced |
| Smartleaf Asset Management LLC | 1,160 | $38.3K | 0.00% | +1,141+6,005.3% | Added |
| First Horizon Corp | 1,085 | $35.5K | 0.00% | +84+8.4% | Added |
| Nisa Investment Advisors, LLC | 1,009 | $33.0K | 0.00% | −44−4.2% | Reduced |
| Kemnay Advisory Services Inc. | 670 | $21.9K | 0.00% | +670 | New |
| Private Trust Co NA | 653 | $21.4K | 0.00% | +249+61.6% | Added |
| Whittier Trust Co of Nevada Inc | 594 | $19.3K | 0.00% | −10−1.7% | Reduced |
| Salomon & Ludwin, LLC | 502 | $16.0K | 0.00% | −156−23.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 402 | $13.2K | 0.00% | +4+1.0% | Added |
| Allworth Financial LP | 341 | $11.2K | 0.00% | +209+158.3% | Added |
| Harbour Investments, Inc. | 300 | $9.82K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 285 | $9.33K | 0.00% | −94−24.8% | Reduced |
| Advisor Group Holdings, Inc. | 284 | $9.30K | 0.00% | −363−56.1% | Reduced |
| Optiver Holding B.V. | 273 | $8.94K | 0.00% | −292−51.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 260 | $8.52K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 250 | $8.19K | 0.00% | +250 | New |
| MCF Advisors LLC | 245 | $8.02K | 0.00% | −38−13.4% | Reduced |
| Umb Bank N A | 238 | $7.79K | 0.00% | +10+4.4% | Added |
| ORG Partners LLC | 215 | $7.04K | 0.00% | +215 | New |
| Truvestments Capital LLC | 179 | $5.86K | 0.00% | +179 | New |
| Fifth Third Bancorp | 163 | $5.34K | 0.00% | +149+1,064.3% | Added |
| Quadrant Capital Group LLC | 158 | $5.17K | 0.00% | −106−40.2% | Reduced |
| Quarry LP | 123 | $4.03K | 0.00% | +123 | New |
| T. Rowe Price Investment Management, Inc. | 122 | $4.00K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 122 | $4.00K | 0.00% | +122 | New |
| Rothschild Investment LLC | 112 | $3.67K | 0.00% | +42+60.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 104 | $3.41K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 102 | $3.34K | 0.00% | −188−64.8% | Reduced |
| Essential Partners LLC | 101 | $3.31K | 0.00% | +56+124.4% | Added |
| SageView Advisory Group, LLC | 93 | $3.05K | 0.00% | +93 | New |
| J.Safra Asset Management Corp | 93 | $3.05K | 0.00% | +93 | New |
| High Note Wealth, LLC | 89 | $2.92K | 0.00% | +89 | New |
| MAI Capital Management | 88 | $2.88K | 0.00% | +7+8.6% | Added |
| Massmutual Trust Co FSB | 67 | $2.19K | 0.00% | −31−31.6% | Reduced |
| Farmers & Merchants Investments Inc | 55 | $1.80K | 0.00% | +15+37.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 53 | $1.74K | 0.00% | +53 | New |
| Clearstead Advisors, LLC | 51 | $1.67K | 0.00% | +49+2,450.0% | Added |
| CIBC Private Wealth Group, LLC | 28 | $917 | 0.00% | +28 | New |
| Flagship Harbor Advisors, LLC | 24 | $786 | 0.00% | +24 | New |
| True Wealth Design, LLC | 23 | $754 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 23 | $753 | 0.00% | +23 | New |
| SBI Securities Co., Ltd. | 21 | $688 | 0.00% | −3−12.5% | Reduced |
| South State Corp. | 19 | $623 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 18 | $590 | 0.00% | +18 | New |
| Rossby Financial, LCC | 18 | $590 | 0.00% | +18 | New |
| Root Financial Partners, LLC | 16 | $524 | 0.00% | +16 | New |
| UMA Financial Services, Inc. | 11 | $361 | 0.00% | +11 | New |
| Assetmark, Inc | 9 | $295 | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 9 | $295 | 0.00% | +9 | New |
| Gilpin Wealth Management, LLC | 3 | $99 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $98 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $95 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $66 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $33 | 0.00% | +1 | New |