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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 14,009 | $287.6K | 0.00% | +2,466+21.4% | Added |
| Keel Point, LLC | 13,895 | $285.3K | 0.02% | +13,895 | New |
| Truist Financial Corp | 13,801 | $283.3K | 0.00% | +13,801 | New |
| SG Americas Securities, LLC | 13,703 | $281.0K | 0.00% | −13,340−49.3% | Reduced |
| Mutual of America Capital Management LLC | 13,181 | $270.6K | 0.00% | +44+0.3% | Added |
| Empowered Funds, LLC | 12,620 | $259.1K | 0.00% | +12,620 | New |
| Wexford Capital LP | 12,438 | $255.4K | 0.04% | +12,438 | New |
| Azzad Asset Management Inc | 12,365 | $253.9K | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 12,323 | $253.0K | 0.00% | +1,300+11.8% | Added |
| Smithfield Trust Co | 11,695 | $241.0K | 0.01% | +2,390+25.7% | Added |
| Xponance, Inc. | 11,140 | $228.7K | 0.00% | +782+7.5% | Added |
| Fieldview Capital Management, LLC | 11,139 | $228.7K | 0.07% | +11,139 | New |
| Central Pacific Bank - Trust Division | 10,820 | $222.1K | 0.02% | +2,650+32.4% | Added |
| Hohimer Wealth Management, LLC | 10,584 | $217.3K | 0.02% | +65+0.6% | Added |
| Lazard Asset Management LLC | 10,531 | $216.2K | 0.00% | +10,531 | New |
| Entropy Technologies, LP | 10,522 | $216.0K | 0.01% | +10,522 | New |
| Stifel Financial Corp | 10,453 | $214.6K | 0.00% | +10,453 | New |
| CWM Advisors, LLC | 9,666 | $198.4K | 0.01% | +9,666 | New |
| Axxion S.A. | 8,105 | $166.4K | 0.01% | +8,105 | New |
| Public Employees Retirement Association of Colorado | 7,686 | $158.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 7,560 | $155.2K | 0.10% | +2,569+51.5% | Added |
| Caitong International Asset Management Co., Ltd | 7,187 | $147.5K | 0.02% | +7,134+13,460.4% | Added |
| Cetera Trust Company, N.A | 6,900 | $141.7K | 0.07% | +970+16.4% | Added |
| EverSource Wealth Advisors, LLC | 6,714 | $137.8K | 0.00% | +716+11.9% | Added |
| Advisor Group Holdings, Inc. | 5,899 | $121.1K | 0.00% | +4,695+390.0% | Added |
| SBI Okasan Asset Management Co.Ltd. | 5,800 | $115.9K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,325 | $109.0K | 0.00% | +1,716+47.5% | Added |
| New Age Alpha Advisors, LLC | 4,853 | $99.6K | 0.00% | −195−3.9% | Reduced |
| Farther Finance Advisors, LLC | 4,757 | $97.1K | 0.00% | +32+0.7% | Added |
| SRS Capital Advisors, Inc. | 4,652 | $95.5K | 0.00% | +3,465+291.9% | Added |
| State of Wyoming | 3,609 | $74.1K | 0.01% | −4,573−55.9% | Reduced |
| Covestor Ltd | 3,443 | $71.0K | 0.04% | +1,226+55.3% | Added |
| Tower Research Capital LLC (TRC) | 3,285 | $67.4K | 0.00% | −4,899−59.9% | Reduced |
| Jones Financial Companies LLLP | 3,354 | $66.7K | 0.00% | +618+22.6% | Added |
| KBC Group NV | 3,218 | $66.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,040 | $62.4K | 0.00% | −42,716−93.4% | Reduced |
| Nisa Investment Advisors, LLC | 2,347 | $48.2K | 0.00% | +888+60.9% | Added |
| Sterling Capital Management LLC | 2,256 | $46.3K | 0.00% | −31,390−93.3% | Reduced |
| GAMMA Investing LLC | 2,227 | $45.7K | 0.00% | −3,644−62.1% | Reduced |
| TD Waterhouse Canada Inc. | 2,000 | $42.9K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,084 | $42.8K | 0.00% | −98,529−97.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,729 | $35.5K | 0.00% | −164−8.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,725 | $35.4K | 0.00% | −416−19.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 936 | $22.3K | 0.00% | +342+57.6% | Added |
| Silver Grove Financial Group, Inc. | 1,071 | $22.0K | 0.01% | +1,071 | New |
| Optiver Holding B.V. | 1,003 | $20.6K | 0.00% | +1,003 | New |
| Nykredit A/S | 950 | $19.5K | 0.00% | +950 | New |
| Simplex Trading, LLC | 917 | $18.8K | 0.00% | −1,691−64.8% | Reduced |
| Kilter Group LLC | 852 | $17.5K | 0.01% | +639+300.0% | Added |
| Kemnay Advisory Services Inc. | 851 | $17.5K | 0.00% | +47+5.8% | Added |
| IFP Advisors, Inc | 839 | $17.2K | 0.00% | +153+22.3% | Added |
| Allworth Financial LP | 808 | $16.6K | 0.00% | −1,496−64.9% | Reduced |
| First Horizon Corp | 762 | $15.6K | 0.00% | −77−9.2% | Reduced |
| Bare Financial Services, Inc | 741 | $15.2K | 0.00% | +293+65.4% | Added |
| Bryn Mawr Trust Co | 704 | $14.5K | 0.00% | +704 | New |
| Tokio Marine Asset Management Co Ltd | 644 | $13.2K | 0.00% | +644 | New |
| Toronto Dominion Bank | 618 | $12.7K | 0.00% | +618 | New |
| Los Angeles Capital Management LLC | 553 | $11.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 552 | $11.3K | 0.00% | −128−18.8% | Reduced |
| Public Employees Retirement System of Ohio | 515 | $10.6K | 0.00% | +305+145.2% | Added |
| J.Safra Asset Management Corp | 481 | $9.88K | 0.00% | −97−16.8% | Reduced |
| Private Trust Co NA | 414 | $8.50K | 0.00% | +161+63.6% | Added |
| Rockefeller Capital Management L.P. | 330 | $6.78K | 0.00% | −564−63.1% | Reduced |
| Massmutual Trust Co FSB | 316 | $6.49K | 0.00% | +75+31.1% | Added |
| Harbour Investments, Inc. | 307 | $6.30K | 0.00% | +1+0.3% | Added |
| CoreCap Advisors, LLC | 301 | $6.18K | 0.00% | +301 | New |
| SBI Securities Co., Ltd. | 298 | $6.12K | 0.00% | +128+75.3% | Added |
| Salomon & Ludwin, LLC | 246 | $5.27K | 0.00% | −55−18.3% | Reduced |
| Olistico Wealth, LLC | 250 | $5.13K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 249 | $5.11K | 0.00% | −1,299−83.9% | Reduced |
| Smartleaf Asset Management LLC | 249 | $4.97K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 216 | $4.43K | 0.00% | −351−61.9% | Reduced |
| Millstone Evans Group, LLC | 207 | $4.25K | 0.00% | +207 | New |
| Parallel Advisors, LLC | 182 | $3.74K | 0.00% | +42+30.0% | Added |
| Fulcrum Asset Management LLP | 178 | $3.56K | 0.00% | +178 | New |
| Zions Bancorporation, National Association | 172 | $3.53K | 0.00% | −71−29.2% | Reduced |
| Clearstead Advisors, LLC | 151 | $3.10K | 0.00% | +151 | New |
| Bessemer Group Inc | 127 | $3.00K | 0.00% | −446−77.8% | Reduced |
| Huntington National Bank | 124 | $2.55K | 0.00% | +16+14.8% | Added |
| Rothschild Investment LLC | 123 | $2.52K | 0.00% | −685−84.8% | Reduced |
| 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 |
| Keating Financial Advisory Services, Inc. | 93 | $1.91K | 0.00% | +92+9,200.0% | Added |
| High Note Wealth, LLC | 81 | $1.66K | 0.00% | +81 | New |
| Bell Investment Advisors, Inc | 68 | $1.40K | 0.00% | −32−32.0% | Reduced |
| Freestone Grove Partners LP | 58 | $1.19K | 0.00% | −23,332−99.8% | Reduced |
| Farmers & Merchants Investments Inc | 55 | $1.13K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 48 | $986 | 0.00% | −91−65.5% | Reduced |
| Global Retirement Partners, LLC | 45 | $924 | 0.00% | +45 | New |
| Stone House Investment Management, LLC | 36 | $739 | 0.00% | +36 | New |
| Signaturefd, LLC | 35 | $719 | 0.00% | −451−92.8% | Reduced |
| JFS Wealth Advisors, LLC | 28 | $575 | 0.00% | +28 | New |
| TD Private Client Wealth LLC | 15 | $308 | 0.00% | −3−16.7% | Reduced |
| Creative Capital Management Investments LLC | 13 | $267 | 0.00% | +13 | New |
| Gilpin Wealth Management, LLC | 11 | $226 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 6 | $124 | 0.00% | −176−96.7% | Reduced |
| Davis Capital Management | 6 | $123 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 4 | $83 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 2 | $43 | 0.00% | +2 | New |
| LRI Investments, LLC | 2 | $41 | 0.00% | +2 | New |