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, Q1 2026
Institutional positions in Waystar Holding Corp. as of Mar 31, 2026. 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
- 307
- +14 vs. Q4 2025
- Shares held
- 204.8M
- +19.1M (+10.3%) vs. Q4 2025
- Total value
- $4.94B
- −$1.14B (−18.8%) vs. Q4 2025
- New holders
- 80
- 114 more added
- Sold out
- 66
- 91 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Waystar Holding Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 20 | $0 | 0.00% | +20 | New |
| Keating Financial Advisory Services, Inc. | 1 | $24 | 0.00% | −22−95.7% | Reduced |
| Curio Wealth, LLC | 1 | $24 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $48 | 0.00% | −1−33.3% | Reduced |
| Dunhill Financial, LLC | 2 | $69 | 0.00% | −1−33.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 6 | $145 | 0.00% | −254−97.7% | Reduced |
| Vermillion Wealth Management, Inc. | 7 | $169 | 0.00% | +7 | New |
| Fortitude Family Office, LLC | 7 | $169 | 0.00% | +7 | New |
| JPL Wealth Management, LLC | 7 | $169 | 0.00% | +7 | New |
| Rossby Financial, LCC | 12 | $285 | 0.00% | −6−33.3% | Reduced |
| American Capital Advisory, LLC | 17 | $410 | 0.00% | +17 | New |
| TD Private Client Wealth LLC | 18 | $434 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $434 | 0.00% | +7+63.6% | Added |
| Advisory Services Network, LLC | 19 | $458 | 0.00% | +19 | New |
| Cornerstone Planning Group LLC | 23 | $475 | 0.00% | +23 | New |
| Bogart Wealth, LLC | 21 | $506 | 0.00% | +21 | New |
| Cedar Mountain Advisors, LLC | 29 | $699 | 0.00% | +29 | New |
| AdvisorNet Financial, Inc | 41 | $989 | 0.00% | +41 | New |
| Caitong International Asset Management Co., Ltd | 53 | $1.28K | 0.00% | +53 | New |
| Farmers & Merchants Investments Inc | 55 | $1.33K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 56 | $1.35K | 0.00% | +56 | New |
| LuminArx Capital Management LP | 62 | $1.50K | 0.00% | +62 | New |
| CVA Family Office, LLC | 64 | $1.54K | 0.00% | +64 | New |
| US Bancorp | 76 | $1.83K | 0.00% | −20,249−99.6% | Reduced |
| Bell Investment Advisors, Inc | 100 | $2.41K | 0.00% | +100 | New |
| Huntington National Bank | 108 | $2.60K | 0.00% | +107+10,700.0% | Added |
| Parkside Financial Bank & Trust | 108 | $2.60K | 0.00% | +108 | New |
| Basecamp Wealth Advisors LLC | 118 | $2.85K | 0.00% | +118 | New |
| True Wealth Design, LLC | 139 | $3.35K | 0.00% | +116+504.3% | Added |
| Parallel Advisors, LLC | 140 | $3.38K | 0.00% | +140 | New |
| Owl Creek Wealth Partners LLC | 140 | $3.38K | 0.00% | +140 | New |
| SBI Securities Co., Ltd. | 170 | $4.10K | 0.00% | +149+709.5% | Added |
| Wealth Preservation Advisors, LLC | 172 | $4.15K | 0.00% | +172 | New |
| Assetmark, Inc | 181 | $4.36K | 0.00% | +172+1,911.1% | Added |
| SJS Investment Consulting Inc. | 182 | $4.39K | 0.00% | +182 | New |
| Public Employees Retirement System of Ohio | 210 | $5.06K | 0.00% | +210 | New |
| Kilter Group LLC | 213 | $5.14K | 0.00% | +213 | New |
| Massmutual Trust Co FSB | 241 | $5.81K | 0.00% | +174+259.7% | Added |
| Smartleaf Asset Management LLC | 249 | $5.84K | 0.00% | −911−78.5% | Reduced |
| Zions Bancorporation, National Association | 243 | $5.86K | 0.00% | +243 | New |
| Olistico Wealth, LLC | 250 | $6.03K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 253 | $6.10K | 0.00% | −400−61.3% | Reduced |
| MCF Advisors LLC | 287 | $6.92K | 0.00% | +42+17.1% | Added |
| Salomon & Ludwin, LLC | 301 | $7.15K | 0.00% | −201−40.0% | Reduced |
| Harbour Investments, Inc. | 306 | $7.38K | 0.00% | +6+2.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 335 | $8.08K | 0.00% | +335 | New |
| Bare Financial Services, Inc | 448 | $10.8K | 0.00% | +448 | New |
| Signaturefd, LLC | 486 | $11.7K | 0.00% | +486 | New |
| Los Angeles Capital Management LLC | 553 | $13.3K | 0.00% | −1,980−78.2% | Reduced |
| Versant Capital Management, Inc | 567 | $13.7K | 0.00% | +567 | New |
| J.Safra Asset Management Corp | 578 | $13.9K | 0.00% | +485+521.5% | Added |
| Bessemer Group Inc | 573 | $14.0K | 0.00% | +573 | New |
| Whittier Trust Co of Nevada Inc | 594 | $14.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 680 | $16.4K | 0.00% | +442+185.7% | Added |
| IFP Advisors, Inc | 686 | $16.5K | 0.00% | +686 | New |
| Kemnay Advisory Services Inc. | 804 | $19.4K | 0.00% | +134+20.0% | Added |
| Rothschild Investment LLC | 808 | $19.5K | 0.00% | +696+621.4% | Added |
| First Horizon Corp | 839 | $20.2K | 0.00% | −246−22.7% | Reduced |
| Rockefeller Capital Management L.P. | 894 | $21.6K | 0.00% | +609+213.7% | Added |
| Root Financial Partners, LLC | 1,052 | $25.4K | 0.00% | +1,036+6,475.0% | Added |
| SRS Capital Advisors, Inc. | 1,187 | $28.6K | 0.00% | +1,085+1,063.7% | Added |
| Advisor Group Holdings, Inc. | 1,204 | $29.0K | 0.00% | +920+323.9% | Added |
| Nisa Investment Advisors, LLC | 1,459 | $35.2K | 0.00% | +450+44.6% | Added |
| Essential Partners LLC | 1,548 | $37.3K | 0.01% | +1,447+1,432.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,893 | $45.6K | 0.00% | −108,076−98.3% | Reduced |
| TD Waterhouse Canada Inc. | 2,000 | $47.3K | 0.00% | +2,000 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,141 | $51.6K | 0.01% | +2,088+3,939.6% | Added |
| Covestor Ltd | 2,217 | $53.0K | 0.04% | −1,133−33.8% | Reduced |
| Allworth Financial LP | 2,304 | $55.5K | 0.00% | +1,963+575.7% | Added |
| OP Asset Management Ltd | 2,391 | $57.6K | 0.00% | −42,409−94.7% | Reduced |
| Quadrant Capital Group LLC | 2,485 | $59.9K | 0.00% | +2,327+1,472.8% | Added |
| Simplex Trading, LLC | 2,608 | $62.9K | 0.00% | −2,595−49.9% | Reduced |
| Jones Financial Companies LLLP | 2,736 | $64.4K | 0.00% | +506+22.7% | Added |
| RiverPark Advisors, LLC | 2,713 | $65.4K | 0.02% | −191−6.6% | Reduced |
| Twin Tree Management, LP | 2,945 | $71.0K | 0.01% | −11,025−78.9% | Reduced |
| MAI Capital Management | 3,055 | $73.7K | 0.00% | +2,967+3,371.6% | Added |
| KBC Group NV | 3,218 | $78.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,609 | $87.0K | 0.00% | +465+14.8% | Added |
| Farther Finance Advisors, LLC | 4,725 | $112.3K | 0.00% | +765+19.3% | Added |
| Walleye Trading LLC | 4,769 | $115.0K | 0.00% | −5,176−52.0% | Reduced |
| Larson Financial Group LLC | 4,901 | $118.2K | 0.00% | +4,901 | New |
| 1620 Investment Advisors, Inc. | 4,991 | $120.3K | 0.08% | +2,625+110.9% | Added |
| New Age Alpha Advisors, LLC | 5,048 | $121.7K | 0.01% | −133−2.6% | Reduced |
| Virtus ETF Advisers LLC | 5,058 | $121.9K | 0.06% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 5,800 | $136.1K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,871 | $141.6K | 0.01% | +4,109+233.2% | Added |
| Cetera Trust Company, N.A | 5,930 | $143.0K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,998 | $144.6K | 0.00% | +3,598+149.9% | Added |
| Federation des caisses Desjardins du Quebec | 7,251 | $174.8K | 0.00% | +742+11.4% | Added |
| Public Employees Retirement Association of Colorado | 7,686 | $185.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 8,170 | $197.0K | 0.03% | +2,743+50.5% | Added |
| State of Wyoming | 8,182 | $197.3K | 0.02% | −4,530−35.6% | Reduced |
| Tower Research Capital LLC (TRC) | 8,184 | $197.3K | 0.01% | −3,116−27.6% | Reduced |
| Brinker Capital Investments, LLC | 8,365 | $201.7K | 0.00% | +8,365 | New |
| Sequoia Financial Advisors, LLC | 8,405 | $202.6K | 0.00% | +8,405 | New |
| Evergreen Capital Management LLC | 8,589 | $207.1K | 0.00% | −993−10.4% | Reduced |
| Buckingham Strategic Partners | 8,838 | $213.1K | 0.00% | +8,838 | New |
| Smithfield Trust Co | 9,305 | $225.0K | 0.01% | +1,745+23.1% | Added |
| Bridgewater Associates, LP | 9,444 | $227.7K | 0.00% | −812−7.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 6,103 | $228.0K | 0.07% | +6,103 | New |