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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 9,590 | $231.2K | 0.01% | −3,995−29.4% | Reduced |
| Jefferies Financial Group Inc. | 9,652 | $232.7K | 0.00% | +9,652 | New |
| Vontobel Holding Ltd. | 10,107 | $243.7K | 0.00% | −226−2.2% | Reduced |
| City Center Advisors, LLC | 10,128 | $244.2K | 0.23% | +202+2.0% | Added |
| Xponance, Inc. | 10,358 | $249.7K | 0.00% | +1,657+19.0% | Added |
| DRW Securities, LLC | 10,435 | $251.6K | 0.01% | +10,435 | New |
| Merit Financial Group, LLC | 10,465 | $252.3K | 0.00% | +10,465 | New |
| Transcend Wealth Collective, LLC | 10,519 | $253.6K | 0.02% | +519+5.2% | Added |
| Hohimer Wealth Management, LLC | 10,519 | $253.6K | 0.03% | +10,519 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 11,023 | $265.8K | 0.00% | +933+9.2% | Added |
| Guggenheim Capital LLC | 11,184 | $269.6K | 0.00% | −10,542−48.5% | Reduced |
| Swiss Life Asset Management Ltd | 11,543 | $278.3K | 0.00% | +1,524+15.2% | Added |
| Cetera Investment Advisers | 12,294 | $296.4K | 0.00% | +1,121+10.0% | Added |
| Azzad Asset Management Inc | 12,365 | $298.1K | 0.03% | −12,000−49.3% | Reduced |
| Toroso Investments, LLC | 12,800 | $308.6K | 0.00% | +4,457+53.4% | Added |
| Mutual of America Capital Management LLC | 13,137 | $316.7K | 0.00% | +17+0.1% | Added |
| Colony Group, LLC | 13,297 | $320.6K | 0.00% | +13,297 | New |
| Brighton Jones LLC | 13,860 | $334.2K | 0.01% | +13,860 | New |
| Keebeck Wealth Management, LLC | 14,759 | $355.8K | 0.04% | +1,752+13.5% | Added |
| Smith Group Asset Management, LLC | 14,794 | $356.7K | 0.02% | −32,830−68.9% | Reduced |
| Captrust Financial Advisors | 14,853 | $358.0K | 0.00% | −253,850−94.5% | Reduced |
| Gabelli Funds LLC | 15,000 | $361.6K | 0.00% | +6,500+76.5% | Added |
| Elo Mutual Pension Insurance Co | 15,378 | $370.8K | 0.01% | −18,204−54.2% | Reduced |
| WoodTrust Financial Corp | 15,900 | $383.0K | 0.05% | +15,900 | New |
| JustInvest LLC | 16,540 | $398.8K | 0.00% | +16,540 | New |
| Maryland State Retirement & Pension System | 16,789 | $404.8K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 16,970 | $409.1K | 0.00% | −25,455−60.0% | Reduced |
| ProShare Advisors LLC | 17,195 | $414.6K | 0.00% | −4,279−19.9% | Reduced |
| Pictet Asset Management Holding SA | 17,487 | $421.6K | 0.00% | +1,594+10.0% | Added |
| Pathstone Holdings, LLC | 18,316 | $441.6K | 0.00% | +18,316 | New |
| Bleakley Financial Group, LLC | 19,096 | $460.4K | 0.01% | +19,096 | New |
| Bridgefront Capital, LLC | 19,194 | $462.8K | 0.12% | +19,194 | New |
| CenterBook Partners LP | 19,563 | $471.7K | 0.03% | +19,563 | New |
| Guidance Capital, Inc | 22,952 | $473.3K | 0.11% | +22,952 | New |
| LPL Financial LLC | 19,705 | $475.1K | 0.00% | −2,988−13.2% | Reduced |
| PEAK6 LLC | 19,708 | $475.2K | 0.01% | −19,576−49.8% | Reduced |
| Royal Bank of Canada | 20,657 | $498.0K | 0.00% | −8,989−30.3% | Reduced |
| Graham Capital Management, L.P. | 20,988 | $506.0K | 0.02% | −18,523−46.9% | Reduced |
| The PNC Financial Services Group, Inc. | 21,514 | $518.7K | 0.00% | +5,779+36.7% | Added |
| First Trust Advisors LP | 22,803 | $549.8K | 0.00% | −48,437−68.0% | Reduced |
| Freestone Grove Partners LP | 23,390 | $563.9K | 0.00% | −920,990−97.5% | Reduced |
| New York State Teachers Retirement System | 24,303 | $586.0K | 0.00% | −3,678−13.1% | Reduced |
| Handelsbanken Fonder AB | 24,500 | $591.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 25,300 | $610.0K | 0.00% | +900+3.7% | Added |
| Fifth Third Bancorp | 25,518 | $615.2K | 0.00% | +25,355+15,555.2% | Added |
| Oregon Public Employees Retirement Fund | 26,200 | $631.7K | 0.01% | −100−0.4% | Reduced |
| Franklin Resources Inc | 26,834 | $647.0K | 0.00% | −430,201−94.1% | Reduced |
| SG Americas Securities, LLC | 27,043 | $652.0K | 0.00% | +6,288+30.3% | Added |
| Teachers Retirement System of the State of Kentucky | 27,947 | $674.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,387 | $684.4K | 0.00% | −31−0.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 29,977 | $722.7K | 0.00% | +29,977 | New |
| Police & Firemen's Retirement System of New Jersey | 30,002 | $723.3K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 31,053 | $748.7K | 0.01% | −346−1.1% | Reduced |
| Arizona State Retirement System | 31,530 | $760.2K | 0.00% | −465−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 31,607 | $762.0K | 0.02% | +6,765+27.2% | Added |
| Amalgamated Bank | 32,905 | $793.0K | 0.01% | −356−1.1% | Reduced |
| Intech Investment Management LLC | 33,179 | $799.9K | 0.01% | −61,020−64.8% | Reduced |
| Sterling Capital Management LLC | 33,646 | $811.2K | 0.02% | −7,176−17.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 34,403 | $816.7K | 0.00% | +34,403 | New |
| Cohen & Steers, Inc. | 34,000 | $820.0K | 0.00% | 00.0% | Unchanged |
| Main Management ETF Advisors, LLC | 35,460 | $855.0K | 0.03% | +35,460 | New |
| Dimension Capital Management LLC | 35,705 | $860.8K | 0.12% | +35,705 | New |
| Mercer Global Advisors Inc | 38,097 | $918.5K | 0.00% | +38,097 | New |
| STRS Ohio | 39,674 | $956.5K | 0.00% | −11,100−21.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 40,000 | $964.4K | 0.05% | −29,000−42.0% | Reduced |
| Wells Fargo & Company | 44,789 | $1.08M | 0.00% | −86,518−65.9% | Reduced |
| Vanguard Global Advisers, LLC | 45,613 | $1.10M | 0.00% | +45,613 | New |
| Capricorn Fund Managers Ltd | 45,709 | $1.10M | 0.17% | −692,554−93.8% | Reduced |
| Group One Trading, L.P. | 45,756 | $1.10M | 0.04% | +4,530+11.0% | Added |
| Renaissance Capital LLC | 52,021 | $1.11M | 0.81% | −17,372−25.0% | Reduced |
| Allstate Corp | 46,895 | $1.13M | 0.01% | +46,895 | New |
| Voya Investment Management LLC | 47,285 | $1.14M | 0.00% | −1,558,545−97.1% | Reduced |
| Barclays PLC | 48,627 | $1.17M | 0.00% | −128,621−72.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 49,071 | $1.18M | 0.00% | +10,675+27.8% | Added |
| Caption Management, LLC | 50,000 | $1.21M | 0.06% | +50,000 | New |
| Louisiana State Employees Retirement System | 50,900 | $1.23M | 0.02% | −1,700−3.2% | Reduced |
| Ensign Peak Advisors, Inc | 51,729 | $1.25M | 0.00% | +51,729 | New |
| Emerald Mutual Fund Advisers Trust | 55,155 | $1.33M | 0.06% | +38,767+236.6% | Added |
| F/M Investments LLC | 55,155 | $1.33M | 0.09% | +38,767+236.6% | Added |
| Manufacturers Life Insurance Company, The | 55,967 | $1.35M | 0.00% | −6,704−10.7% | Reduced |
| State of Alaska, Department of Revenue | 56,572 | $1.36M | 0.01% | −1,878−3.2% | Reduced |
| Russell Investments Group, Ltd. | 56,734 | $1.37M | 0.00% | +3,649+6.9% | Added |
| Oak Ridge Investments LLC | 58,466 | $1.41M | 0.09% | +21,246+57.1% | Added |
| MetLife Investment Management | 61,610 | $1.49M | 0.01% | −379−0.6% | Reduced |
| CWM, LLC | 62,317 | $1.50M | 0.00% | +60,801+4,010.6% | Added |
| Legato Capital Management LLC | 62,650 | $1.51M | 0.14% | +62,650 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,624 | $1.53M | 0.00% | −8,222−11.4% | Reduced |
| Envestnet Asset Management Inc | 67,581 | $1.63M | 0.00% | +23,303+52.6% | Added |
| State of Tennessee, Treasury Department | 70,716 | $1.70M | 0.01% | +16,251+29.8% | Added |
| Balyasny Asset Management LLC | 76,210 | $1.84M | 0.00% | −431,427−85.0% | Reduced |
| Illinois Municipal Retirement Fund | 77,486 | $1.87M | 0.02% | −70,064−47.5% | Reduced |
| Aurora Investment Counsel | 79,000 | $1.90M | 1.06% | +18,733+31.1% | Added |
| Mountain Pacific Investment Advisers Inc | 81,979 | $1.98M | 0.34% | +3,876+5.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 85,111 | $2.05M | 0.00% | −12,841−13.1% | Reduced |
| State of New Jersey Common Pension Fund D | 87,202 | $2.10M | 0.01% | +25,348+41.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 87,500 | $2.11M | 0.00% | −67,434−43.5% | Reduced |
| Schroder Investment Management Group | 97,551 | $2.29M | 0.00% | −8,670−8.2% | Reduced |
| Lakewood Capital Management, LP | 96,700 | $2.33M | 0.15% | +96,700 | New |
| Baird Financial Group, Inc. | 98,560 | $2.38M | 0.00% | +27,828+39.3% | Added |
| Federated Hermes, Inc. | 100,613 | $2.43M | 0.00% | −826,559−89.1% | Reduced |