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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 10,435 | $251.6K | 0.01% | +10,435 | New |
| Xponance, Inc. | 10,358 | $249.7K | 0.00% | +1,657+19.0% | Added |
| City Center Advisors, LLC | 10,128 | $244.2K | 0.23% | +202+2.0% | Added |
| Vontobel Holding Ltd. | 10,107 | $243.7K | 0.00% | −226−2.2% | Reduced |
| Jefferies Financial Group Inc. | 9,652 | $232.7K | 0.00% | +9,652 | New |
| Bailard, Inc. | 9,590 | $231.2K | 0.01% | −3,995−29.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 6,103 | $228.0K | 0.07% | +6,103 | New |
| Bridgewater Associates, LP | 9,444 | $227.7K | 0.00% | −812−7.9% | Reduced |
| Smithfield Trust Co | 9,305 | $225.0K | 0.01% | +1,745+23.1% | Added |
| Buckingham Strategic Partners | 8,838 | $213.1K | 0.00% | +8,838 | New |
| Evergreen Capital Management LLC | 8,589 | $207.1K | 0.00% | −993−10.4% | Reduced |
| Sequoia Financial Advisors, LLC | 8,405 | $202.6K | 0.00% | +8,405 | New |
| Brinker Capital Investments, LLC | 8,365 | $201.7K | 0.00% | +8,365 | New |
| Tower Research Capital LLC (TRC) | 8,184 | $197.3K | 0.01% | −3,116−27.6% | Reduced |
| State of Wyoming | 8,182 | $197.3K | 0.02% | −4,530−35.6% | Reduced |
| Central Pacific Bank - Trust Division | 8,170 | $197.0K | 0.03% | +2,743+50.5% | Added |
| Public Employees Retirement Association of Colorado | 7,686 | $185.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7,251 | $174.8K | 0.00% | +742+11.4% | Added |
| EverSource Wealth Advisors, LLC | 5,998 | $144.6K | 0.00% | +3,598+149.9% | Added |
| Cetera Trust Company, N.A | 5,930 | $143.0K | 0.08% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,871 | $141.6K | 0.01% | +4,109+233.2% | Added |
| SBI Okasan Asset Management Co.Ltd. | 5,800 | $136.1K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 5,058 | $121.9K | 0.06% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 5,048 | $121.7K | 0.01% | −133−2.6% | Reduced |
| 1620 Investment Advisors, Inc. | 4,991 | $120.3K | 0.08% | +2,625+110.9% | Added |
| Larson Financial Group LLC | 4,901 | $118.2K | 0.00% | +4,901 | New |
| Walleye Trading LLC | 4,769 | $115.0K | 0.00% | −5,176−52.0% | Reduced |
| Farther Finance Advisors, LLC | 4,725 | $112.3K | 0.00% | +765+19.3% | Added |
| Pacer Advisors, Inc. | 3,609 | $87.0K | 0.00% | +465+14.8% | Added |
| KBC Group NV | 3,218 | $78.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3,055 | $73.7K | 0.00% | +2,967+3,371.6% | Added |
| Twin Tree Management, LP | 2,945 | $71.0K | 0.01% | −11,025−78.9% | Reduced |
| RiverPark Advisors, LLC | 2,713 | $65.4K | 0.02% | −191−6.6% | Reduced |
| Jones Financial Companies LLLP | 2,736 | $64.4K | 0.00% | +506+22.7% | Added |
| Simplex Trading, LLC | 2,608 | $62.9K | 0.00% | −2,595−49.9% | Reduced |
| Quadrant Capital Group LLC | 2,485 | $59.9K | 0.00% | +2,327+1,472.8% | Added |
| OP Asset Management Ltd | 2,391 | $57.6K | 0.00% | −42,409−94.7% | Reduced |
| Allworth Financial LP | 2,304 | $55.5K | 0.00% | +1,963+575.7% | Added |
| Covestor Ltd | 2,217 | $53.0K | 0.04% | −1,133−33.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,141 | $51.6K | 0.01% | +2,088+3,939.6% | Added |
| TD Waterhouse Canada Inc. | 2,000 | $47.3K | 0.00% | +2,000 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,893 | $45.6K | 0.00% | −108,076−98.3% | Reduced |
| Essential Partners LLC | 1,548 | $37.3K | 0.01% | +1,447+1,432.7% | Added |
| Nisa Investment Advisors, LLC | 1,459 | $35.2K | 0.00% | +450+44.6% | Added |
| Advisor Group Holdings, Inc. | 1,204 | $29.0K | 0.00% | +920+323.9% | Added |
| SRS Capital Advisors, Inc. | 1,187 | $28.6K | 0.00% | +1,085+1,063.7% | Added |
| Root Financial Partners, LLC | 1,052 | $25.4K | 0.00% | +1,036+6,475.0% | Added |
| Rockefeller Capital Management L.P. | 894 | $21.6K | 0.00% | +609+213.7% | Added |
| First Horizon Corp | 839 | $20.2K | 0.00% | −246−22.7% | Reduced |
| Rothschild Investment LLC | 808 | $19.5K | 0.00% | +696+621.4% | Added |
| Kemnay Advisory Services Inc. | 804 | $19.4K | 0.00% | +134+20.0% | Added |
| IFP Advisors, Inc | 686 | $16.5K | 0.00% | +686 | New |
| Umb Bank N A | 680 | $16.4K | 0.00% | +442+185.7% | Added |
| Whittier Trust Co of Nevada Inc | 594 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 573 | $14.0K | 0.00% | +573 | New |
| J.Safra Asset Management Corp | 578 | $13.9K | 0.00% | +485+521.5% | Added |
| Versant Capital Management, Inc | 567 | $13.7K | 0.00% | +567 | New |
| Los Angeles Capital Management LLC | 553 | $13.3K | 0.00% | −1,980−78.2% | Reduced |
| Signaturefd, LLC | 486 | $11.7K | 0.00% | +486 | New |
| Bare Financial Services, Inc | 448 | $10.8K | 0.00% | +448 | New |
| Twin Peaks Wealth Advisors, LLC | 335 | $8.08K | 0.00% | +335 | New |
| Harbour Investments, Inc. | 306 | $7.38K | 0.00% | +6+2.0% | Added |
| Salomon & Ludwin, LLC | 301 | $7.15K | 0.00% | −201−40.0% | Reduced |
| MCF Advisors LLC | 287 | $6.92K | 0.00% | +42+17.1% | Added |
| Private Trust Co NA | 253 | $6.10K | 0.00% | −400−61.3% | Reduced |
| Olistico Wealth, LLC | 250 | $6.03K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 243 | $5.86K | 0.00% | +243 | New |
| Smartleaf Asset Management LLC | 249 | $5.84K | 0.00% | −911−78.5% | Reduced |
| Massmutual Trust Co FSB | 241 | $5.81K | 0.00% | +174+259.7% | Added |
| Kilter Group LLC | 213 | $5.14K | 0.00% | +213 | New |
| Public Employees Retirement System of Ohio | 210 | $5.06K | 0.00% | +210 | New |
| SJS Investment Consulting Inc. | 182 | $4.39K | 0.00% | +182 | New |
| Assetmark, Inc | 181 | $4.36K | 0.00% | +172+1,911.1% | Added |
| Wealth Preservation Advisors, LLC | 172 | $4.15K | 0.00% | +172 | New |
| SBI Securities Co., Ltd. | 170 | $4.10K | 0.00% | +149+709.5% | Added |
| Owl Creek Wealth Partners LLC | 140 | $3.38K | 0.00% | +140 | New |
| Parallel Advisors, LLC | 140 | $3.38K | 0.00% | +140 | New |
| True Wealth Design, LLC | 139 | $3.35K | 0.00% | +116+504.3% | Added |
| Basecamp Wealth Advisors LLC | 118 | $2.85K | 0.00% | +118 | 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 |
| Bell Investment Advisors, Inc | 100 | $2.41K | 0.00% | +100 | New |
| US Bancorp | 76 | $1.83K | 0.00% | −20,249−99.6% | Reduced |
| CVA Family Office, LLC | 64 | $1.54K | 0.00% | +64 | New |
| LuminArx Capital Management LP | 62 | $1.50K | 0.00% | +62 | New |
| Marquette Asset Management, LLC | 56 | $1.35K | 0.00% | +56 | New |
| Farmers & Merchants Investments Inc | 55 | $1.33K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 53 | $1.28K | 0.00% | +53 | New |
| AdvisorNet Financial, Inc | 41 | $989 | 0.00% | +41 | New |
| Cedar Mountain Advisors, LLC | 29 | $699 | 0.00% | +29 | New |
| Bogart Wealth, LLC | 21 | $506 | 0.00% | +21 | New |
| Cornerstone Planning Group LLC | 23 | $475 | 0.00% | +23 | New |
| Advisory Services Network, LLC | 19 | $458 | 0.00% | +19 | 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 |
| American Capital Advisory, LLC | 17 | $410 | 0.00% | +17 | New |
| Rossby Financial, LCC | 12 | $285 | 0.00% | −6−33.3% | 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 |