Skip to main content
Livermore
Livermore
ZHEN

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.

Q1 2026 vs. Q4 2025

How the institutions holding Waystar Holding Corp. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of WAY: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders3007307+14
Shares199.4M13.7M204.8M+19.1M (+10.3%)
Value$6.53B$449.8M$4.94B−$1.14B (−18.8%)

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (80)

Institutions that held Waystar Holding Corp. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to WAY in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC6,406,778$154.5M0.01%
Vanguard Capital Management LLC5,145,224$124.1M0.00%
Goldentree Asset Management LP4,443,671$107.0M6.34%
RTW Investments, LP1,630,000$39.3M0.39%
Diamond Hill Capital Management Inc1,603,517$38.7M0.24%
Massachusetts Financial Services Co1,582,658$38.2M0.01%
Clarkston Capital Partners, LLC950,531$22.9M1.75%
Vanguard Fiduciary Trust Co785,322$18.9M0.00%
Loomis Sayles & Co L P493,203$11.9M0.02%
Walleye Capital LLC438,989$10.6M0.06%
Rhenman & Partners Asset Management AB342,566$8.26M1.02%
HSBC Holdings PLC233,366$5.63M0.00%
Roubaix Capital, LLC200,167$4.83M2.25%
Susquehanna Portfolio Strategies, LLC145,977$3.52M0.05%
CI Private Wealth, LLC134,039$3.28M0.00%
Taproot Management LP119,532$2.88M0.54%
Mariner, LLC114,446$2.76M0.00%
Vanguard Asset Management, Ltd111,276$2.68M0.00%
Lakewood Capital Management, LP96,700$2.33M0.15%
Legato Capital Management LLC62,650$1.51M0.14%
Ensign Peak Advisors, Inc51,729$1.25M0.00%
Caption Management, LLC50,000$1.21M0.06%
Allstate Corp46,895$1.13M0.01%
Vanguard Global Advisers, LLC45,613$1.10M0.00%
Mercer Global Advisors Inc38,097$918.5K0.00%
Dimension Capital Management LLC35,705$860.8K0.12%
Main Management ETF Advisors, LLC35,460$855.0K0.03%
Wealth Enhancement Advisory Services, LLC34,403$816.7K0.00%
Vanguard Investments Australia, Ltd.29,977$722.7K0.00%
Guidance Capital, Inc22,952$473.3K0.11%
CenterBook Partners LP19,563$471.7K0.03%
Bridgefront Capital, LLC19,194$462.8K0.12%
Bleakley Financial Group, LLC19,096$460.4K0.01%
Pathstone Holdings, LLC18,316$441.6K0.00%
JustInvest LLC16,540$398.8K0.00%
WoodTrust Financial Corp15,900$383.0K0.05%
Brighton Jones LLC13,860$334.2K0.01%
Colony Group, LLC13,297$320.6K0.00%
Hohimer Wealth Management, LLC10,519$253.6K0.03%
Merit Financial Group, LLC10,465$252.3K0.00%
DRW Securities, LLC10,435$251.6K0.01%
Jefferies Financial Group Inc.9,652$232.7K0.00%
Aster Capital Management (DIFC) Ltd6,103$228.0K0.07%
Buckingham Strategic Partners8,838$213.1K0.00%
Sequoia Financial Advisors, LLC8,405$202.6K0.00%
Brinker Capital Investments, LLC8,365$201.7K0.00%
Larson Financial Group LLC4,901$118.2K0.00%
TD Waterhouse Canada Inc.2,000$47.3K0.00%
IFP Advisors, Inc686$16.5K0.00%
Bessemer Group Inc573$14.0K0.00%
Versant Capital Management, Inc567$13.7K0.00%
Signaturefd, LLC486$11.7K0.00%
Bare Financial Services, Inc448$10.8K0.00%
Twin Peaks Wealth Advisors, LLC335$8.08K0.00%
Zions Bancorporation, National Association243$5.86K0.00%
Kilter Group LLC213$5.14K0.00%
Public Employees Retirement System of Ohio210$5.06K0.00%
SJS Investment Consulting Inc.182$4.39K0.00%
Wealth Preservation Advisors, LLC172$4.15K0.00%
Owl Creek Wealth Partners LLC140$3.38K0.00%
Parallel Advisors, LLC140$3.38K0.00%
Basecamp Wealth Advisors LLC118$2.85K0.00%
Parkside Financial Bank & Trust108$2.60K0.00%
Bell Investment Advisors, Inc100$2.41K0.00%
CVA Family Office, LLC64$1.54K0.00%
LuminArx Capital Management LP62$1.50K0.00%
Marquette Asset Management, LLC56$1.35K0.00%
Caitong International Asset Management Co., Ltd53$1.28K0.00%
AdvisorNet Financial, Inc41$9890.00%
Cedar Mountain Advisors, LLC29$6990.00%
Bogart Wealth, LLC21$5060.00%
Cornerstone Planning Group LLC23$4750.00%
Advisory Services Network, LLC19$4580.00%
American Capital Advisory, LLC17$4100.00%
Vermillion Wealth Management, Inc.7$1690.00%
Fortitude Family Office, LLC7$1690.00%
JPL Wealth Management, LLC7$1690.00%
Curio Wealth, LLC1$240.00%
Avion Wealth20$00.00%
Fund 1 Investments, LLC3,260––

Sold out (66)

Institutions that held Waystar Holding Corp. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of WAY in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
William Blair Investment Management, LLC5,282,220$173.0M
Holocene Advisors, LP1,189,722$39.0M
Lykos Global Management, LP1,000,000$32.8M
Point72 Asset Management, L.P.780,305$25.6M
Healthcare of Ontario Pension Plan Trust Fund750,000$24.6M
Penn Capital Management Co Inc272,798$8.96M
Osterweis Capital Management Inc253,275$8.29M
Robeco Institutional Asset Management B.V.223,027$7.30M
Summit Partners Public Asset Management, LLC196,723$6.44M
Munro Partners182,115$5.96M
SummitTX Capital, L.P.181,487$5.94M
Alyeska Investment Group, L.P.130,719$4.28M
Advisors Preferred, LLC126,718$3.98M
Falcon Edge Capital, LP112,895$3.70M
Longaeva Partners L.P.86,642$2.84M
Verition Fund Management LLC83,900$2.75M
Jacobs Levy Equity Management, Inc82,792$2.71M
Exome Asset Management LLC68,969$2.26M
Symmetry Investments LP62,000$2.03M
Boothbay Fund Management, LLC55,994$1.83M
D. E. Shaw & Co., Inc.53,952$1.77M
Schonfeld Strategic Advisors LLC52,498$1.72M
Teacher Retirement System of Texas52,156$1.71M
Bank Julius Baer & Co. Ltd, Zurich49,770$1.64M
Tiptree Advisors, LLC50,000$1.64M
Maven Securities LTD50,000$1.64M
Cinctive Capital Management LP46,315$1.52M
Martingale Asset Management L P45,922$1.50M
Jackson Creek Investment Advisors LLC38,152$1.25M
Zacks Investment Management32,868$1.08M
Allspring Global Investments Holdings, LLC23,179$727.1K
Prelude Capital Management, LLC20,436$669.3K
Winton Group Ltd15,083$494.0K
BCS Private Wealth Management, Inc.13,960$457.2K
Vinva Investment Management Ltd9,202$452.9K
Dynamic Technology Lab Private Ltd12,520$410.0K
Keybank National Association10,131$331.8K
Mangrove Partners8,861$290.2K
Oxford Asset Management LLP8,055$263.8K
Jump Financial, LLC7,661$250.9K
Forum Financial Management, LP7,631$249.9K
Blueshift Asset Management, LLC7,408$242.6K
EntryPoint Capital, LLC7,214$236.3K
Shay Capital LLC7,000$229.3K
Mackenzie Financial Corp6,864$225.9K
Guilbault Capital LLC6,526$213.7K
MML Investors Services, LLC6,325$207.1K
FORA Capital, LLC7,346$202.3K
Exchange Traded Concepts, LLC2,575$84.3K
Horizon Investments, LLC2,575$84.3K
Danske Bank A/S1,600$52.4K
Cullen/Frost Bankers, Inc.402$13.2K
Optiver Holding B.V.273$8.94K
Truvestments Capital LLC179$5.86K
Quarry LP123$4.03K
T. Rowe Price Investment Management, Inc.122$4.00K
Torren Management, LLC122$4.00K
Vermillion & White Wealth Management Group, LLC104$3.41K
SageView Advisory Group, LLC93$3.05K
High Note Wealth, LLC89$2.92K
Clearstead Advisors, LLC51$1.67K
Flagship Harbor Advisors, LLC24$786
South State Corp.19$623
JFS Wealth Advisors, LLC9$295
Gilpin Wealth Management, LLC3$99
ROSS\JOHNSON & Associates LLC2$66

Not filed for Q1 2026 yet (7)

Institutions that held Waystar Holding Corp. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WAY in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc12,330,872$403.8M
Norges Bank1,362,650$44.6M
Comerica Bank25,375$831.0K
CIBC World Markets Corp7,290$238.7K
Sandia Investment Management LP6,550$214.5K
ORG Partners LLC215$7.04K
CIBC Private Wealth Group, LLC28$917