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, Q2 2026
Institutional positions in Waystar Holding Corp. as of Jun 30, 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
- 301
- −4 vs. Q1 2026
- Shares held
- 211.7M
- +8.95M (+4.4%) vs. Q1 2026
- Total value
- $4.35B
- −$542.0M (−11.1%) vs. Q1 2026
- New holders
- 71
- 117 more added
- Sold out
- 75
- 87 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Waystar Holding Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Maryland Capital Advisors Inc. | 1 | $21 | 0.00% | +1 | New |
| LRI Investments, LLC | 2 | $41 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $43 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 4 | $83 | 0.00% | +4 | New |
| Davis Capital Management | 6 | $123 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $124 | 0.00% | −176−96.7% | Reduced |
| Gilpin Wealth Management, LLC | 11 | $226 | 0.00% | +11 | New |
| Creative Capital Management Investments LLC | 13 | $267 | 0.00% | +13 | New |
| TD Private Client Wealth LLC | 15 | $308 | 0.00% | −3−16.7% | Reduced |
| JFS Wealth Advisors, LLC | 28 | $575 | 0.00% | +28 | New |
| Signaturefd, LLC | 35 | $719 | 0.00% | −451−92.8% | Reduced |
| Stone House Investment Management, LLC | 36 | $739 | 0.00% | +36 | New |
| Global Retirement Partners, LLC | 45 | $924 | 0.00% | +45 | New |
| True Wealth Design, LLC | 48 | $986 | 0.00% | −91−65.5% | Reduced |
| Farmers & Merchants Investments Inc | 55 | $1.13K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 58 | $1.19K | 0.00% | −23,332−99.8% | Reduced |
| Bell Investment Advisors, Inc | 68 | $1.40K | 0.00% | −32−32.0% | Reduced |
| High Note Wealth, LLC | 81 | $1.66K | 0.00% | +81 | New |
| Keating Financial Advisory Services, Inc. | 93 | $1.91K | 0.00% | +92+9,200.0% | Added |
| Northwestern Mutual Wealth Management Co | 100 | $2.05K | 0.00% | +94+1,566.7% | Added |
| Private Wealth Management Group, LLC | 100 | $2.05K | 0.00% | +100 | New |
| Rothschild Investment LLC | 123 | $2.52K | 0.00% | −685−84.8% | Reduced |
| Huntington National Bank | 124 | $2.55K | 0.00% | +16+14.8% | Added |
| Bessemer Group Inc | 127 | $3.00K | 0.00% | −446−77.8% | Reduced |
| Clearstead Advisors, LLC | 151 | $3.10K | 0.00% | +151 | New |
| Zions Bancorporation, National Association | 172 | $3.53K | 0.00% | −71−29.2% | Reduced |
| Fulcrum Asset Management LLP | 178 | $3.56K | 0.00% | +178 | New |
| Parallel Advisors, LLC | 182 | $3.74K | 0.00% | +42+30.0% | Added |
| Millstone Evans Group, LLC | 207 | $4.25K | 0.00% | +207 | New |
| Versant Capital Management, Inc | 216 | $4.43K | 0.00% | −351−61.9% | Reduced |
| Smartleaf Asset Management LLC | 249 | $4.97K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 249 | $5.11K | 0.00% | −1,299−83.9% | Reduced |
| Olistico Wealth, LLC | 250 | $5.13K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 246 | $5.27K | 0.00% | −55−18.3% | Reduced |
| SBI Securities Co., Ltd. | 298 | $6.12K | 0.00% | +128+75.3% | Added |
| CoreCap Advisors, LLC | 301 | $6.18K | 0.00% | +301 | New |
| Harbour Investments, Inc. | 307 | $6.30K | 0.00% | +1+0.3% | Added |
| Massmutual Trust Co FSB | 316 | $6.49K | 0.00% | +75+31.1% | Added |
| Rockefeller Capital Management L.P. | 330 | $6.78K | 0.00% | −564−63.1% | Reduced |
| Private Trust Co NA | 414 | $8.50K | 0.00% | +161+63.6% | Added |
| J.Safra Asset Management Corp | 481 | $9.88K | 0.00% | −97−16.8% | Reduced |
| Public Employees Retirement System of Ohio | 515 | $10.6K | 0.00% | +305+145.2% | Added |
| Umb Bank N A | 552 | $11.3K | 0.00% | −128−18.8% | Reduced |
| Los Angeles Capital Management LLC | 553 | $11.4K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 618 | $12.7K | 0.00% | +618 | New |
| Tokio Marine Asset Management Co Ltd | 644 | $13.2K | 0.00% | +644 | New |
| Bryn Mawr Trust Co | 704 | $14.5K | 0.00% | +704 | New |
| Bare Financial Services, Inc | 741 | $15.2K | 0.00% | +293+65.4% | Added |
| First Horizon Corp | 762 | $15.6K | 0.00% | −77−9.2% | Reduced |
| Allworth Financial LP | 808 | $16.6K | 0.00% | −1,496−64.9% | Reduced |
| IFP Advisors, Inc | 839 | $17.2K | 0.00% | +153+22.3% | Added |
| Kemnay Advisory Services Inc. | 851 | $17.5K | 0.00% | +47+5.8% | Added |
| Kilter Group LLC | 852 | $17.5K | 0.01% | +639+300.0% | Added |
| Simplex Trading, LLC | 917 | $18.8K | 0.00% | −1,691−64.8% | Reduced |
| Nykredit A/S | 950 | $19.5K | 0.00% | +950 | New |
| Optiver Holding B.V. | 1,003 | $20.6K | 0.00% | +1,003 | New |
| Silver Grove Financial Group, Inc. | 1,071 | $22.0K | 0.01% | +1,071 | New |
| Whittier Trust Co of Nevada Inc | 936 | $22.3K | 0.00% | +342+57.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,725 | $35.4K | 0.00% | −416−19.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,729 | $35.5K | 0.00% | −164−8.7% | Reduced |
| Federated Hermes, Inc. | 2,084 | $42.8K | 0.00% | −98,529−97.9% | Reduced |
| TD Waterhouse Canada Inc. | 2,000 | $42.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,227 | $45.7K | 0.00% | −3,644−62.1% | Reduced |
| Sterling Capital Management LLC | 2,256 | $46.3K | 0.00% | −31,390−93.3% | Reduced |
| Nisa Investment Advisors, LLC | 2,347 | $48.2K | 0.00% | +888+60.9% | Added |
| Group One Trading, L.P. | 3,040 | $62.4K | 0.00% | −42,716−93.4% | Reduced |
| KBC Group NV | 3,218 | $66.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,354 | $66.7K | 0.00% | +618+22.6% | Added |
| Tower Research Capital LLC (TRC) | 3,285 | $67.4K | 0.00% | −4,899−59.9% | Reduced |
| Covestor Ltd | 3,443 | $71.0K | 0.04% | +1,226+55.3% | Added |
| State of Wyoming | 3,609 | $74.1K | 0.01% | −4,573−55.9% | Reduced |
| SRS Capital Advisors, Inc. | 4,652 | $95.5K | 0.00% | +3,465+291.9% | Added |
| Farther Finance Advisors, LLC | 4,757 | $97.1K | 0.00% | +32+0.7% | Added |
| New Age Alpha Advisors, LLC | 4,853 | $99.6K | 0.00% | −195−3.9% | Reduced |
| Pacer Advisors, Inc. | 5,325 | $109.0K | 0.00% | +1,716+47.5% | Added |
| SBI Okasan Asset Management Co.Ltd. | 5,800 | $115.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,899 | $121.1K | 0.00% | +4,695+390.0% | Added |
| EverSource Wealth Advisors, LLC | 6,714 | $137.8K | 0.00% | +716+11.9% | Added |
| Cetera Trust Company, N.A | 6,900 | $141.7K | 0.07% | +970+16.4% | Added |
| Caitong International Asset Management Co., Ltd | 7,187 | $147.5K | 0.02% | +7,134+13,460.4% | Added |
| 1620 Investment Advisors, Inc. | 7,560 | $155.2K | 0.10% | +2,569+51.5% | Added |
| Public Employees Retirement Association of Colorado | 7,686 | $158.0K | 0.00% | 00.0% | Unchanged |
| Axxion S.A. | 8,105 | $166.4K | 0.01% | +8,105 | New |
| CWM Advisors, LLC | 9,666 | $198.4K | 0.01% | +9,666 | New |
| Stifel Financial Corp | 10,453 | $214.6K | 0.00% | +10,453 | New |
| Entropy Technologies, LP | 10,522 | $216.0K | 0.01% | +10,522 | New |
| Lazard Asset Management LLC | 10,531 | $216.2K | 0.00% | +10,531 | New |
| Hohimer Wealth Management, LLC | 10,584 | $217.3K | 0.02% | +65+0.6% | Added |
| Central Pacific Bank - Trust Division | 10,820 | $222.1K | 0.02% | +2,650+32.4% | Added |
| Fieldview Capital Management, LLC | 11,139 | $228.7K | 0.07% | +11,139 | New |
| Xponance, Inc. | 11,140 | $228.7K | 0.00% | +782+7.5% | Added |
| Smithfield Trust Co | 11,695 | $241.0K | 0.01% | +2,390+25.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 12,323 | $253.0K | 0.00% | +1,300+11.8% | Added |
| Azzad Asset Management Inc | 12,365 | $253.9K | 0.02% | 00.0% | Unchanged |
| Wexford Capital LP | 12,438 | $255.4K | 0.04% | +12,438 | New |
| Empowered Funds, LLC | 12,620 | $259.1K | 0.00% | +12,620 | New |
| Mutual of America Capital Management LLC | 13,181 | $270.6K | 0.00% | +44+0.3% | Added |
| SG Americas Securities, LLC | 13,703 | $281.0K | 0.00% | −13,340−49.3% | Reduced |
| Truist Financial Corp | 13,801 | $283.3K | 0.00% | +13,801 | New |
| Keel Point, LLC | 13,895 | $285.3K | 0.02% | +13,895 | New |