Waystar Holding WAY Institutional Ownership

NASDAQ WAY

$25.07 -1.01 (-3.87%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

303 Institutions

Increased 188 62.0%

Unchanged 27 8.9%

Reduced 88 29.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

110.96%

▲+3.08 pp QoQ

Shares Held by Institutions

212.91Mn

of 191.87Mn outstanding

▲+8.20% QoQ

Shares Outstanding

191.87Mn

-21.04Mn held outside 13F filers

Institutional Investors

303

filed 13F for Jun 2026

▼-1 vs prior quarter

Net Shares Added (QoQ)

+16.13Mn

accumulated since last quarter

Value of Holdings

$5.34Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Waystar Holding Corp. (NASDAQ:WAY) has 303 institutional investors with active 13F positions as of June 2026.

Their combined ownership stood at 111.0% of outstanding shares in June 2026, up from 107.9% in March 2026.
Their total shares held in WAY increased 8.2% from the prior quarter, while the number of investors in Waystar Holding increased 14.34% year over year.
During the quarter, 188 of these 303 funds increased positions in WAY, 88 reduced exposure, and 27 held steady.
Combined, these investors held 212.91Mn shares in WAY for June 2026, up by 16.13Mn shares quarter on quarter, and up 61.1Mn shares year over year.
As of June 30, 2026, EQT Fund Management S.a r.l. held the largest stake in Waystar Holding with 24.88Mn shares, accounting for 12.97% of total shares outstanding.
The largest buyers of Waystar Holding for the quarter ending June 2026 were Jupiter Topco LLC (2.87Mn), Bank Of Montreal /Can/ (1.74Mn), GOLDENTREE ASSET MANAGEMENT LP (1.72Mn), MILLENNIUM MANAGEMENT LLC (1.54Mn), Greenvale Capital LLP (1.5Mn).
Leading sellers of Waystar Holding shares for the quarter ending June 2026 were PointState Capital LP (2.74Mn), Goldman Sachs Group Inc (1.74Mn), ArrowMark Colorado Holdings LLC (1.61Mn), Neuberger Berman Group LLC (1.04Mn), Artisan Partners Limited Partnership (729.15K).
Business Quant data shows the 10 biggest positions in Waystar Holding as of June 2026 are held by EQT Fund Management S.a r.l. (24.88Mn), CANADA PENSION PLAN INVESTMENT BOARD (19.03Mn), BlackRock, Inc. (17.44Mn), FMR LLC (15.05Mn), BAIN CAPITAL INVESTORS LLC (13.24Mn), ADVENT INTERNATIONAL, L.P. (11.06Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (6.63Mn), GOLDENTREE ASSET MANAGEMENT LP (6.16Mn), VANGUARD CAPITAL MANAGEMENT LLC (5.2Mn), Bank Of Montreal /Can/ (5.19Mn).

Form 13F Holdings

303 Institutional Holders

Report period 30 Jun, 2026

Total shares held 212.91Mn

Of outstanding 110.96%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	EQT Fund Management S.a r.l.	0001834239	24,879,437	12.97%	0	0.00%	$510.77Mn
2	CANADA PENSION PLAN INVESTMENT BOARD	0001283718	19,025,452	9.92%	0	0.00%	$390.59Mn
3	BlackRock, Inc.	0002012383	17,435,466	9.09%	▲769,734	+4.62%	$357.95Mn
4	FMR LLC	0000315066	15,045,567	7.84%	▲83,148	+0.56%	$308.89Mn
5	BAIN CAPITAL INVESTORS LLC	0001040508	13,243,539	6.90%	0	0.00%	$271.89Mn
6	ADVENT INTERNATIONAL, L.P.	0001034196	11,059,899	5.76%	0	0.00%	$227.06Mn
7	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	6,626,263	3.45%	▲219,485	+3.43%	$136.04Mn
8	GOLDENTREE ASSET MANAGEMENT LP	0001278951	6,160,110	3.21%	▲1,716,439	+38.63%	$126.28Mn
9	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	5,200,460	2.71%	▲55,236	+1.07%	$106.77Mn
10	Bank Of Montreal /Can/	0000927971	5,189,386	2.70%	▲1,735,629	+50.25%	$106.54Mn
11	State Street Corp	0000093751	4,572,108	2.38%	▲282,993	+6.60%	$93.87Mn
12	Artisan Partners Limited Partnership	0001466153	3,679,251	1.92%	▼729,153	-16.54%	$75.54Mn
13	MILLENNIUM MANAGEMENT LLC	0001273087	3,652,355	1.90%	▲1,540,222	+72.92%	$74.98Mn
14	Neuberger Berman Group LLC	0001465109	3,634,210	1.89%	▼1,036,969	-22.20%	$74.61Mn
15	GEODE CAPITAL MANAGEMENT, LLC	0001214717	3,088,690	1.61%	▲196,548	+6.80%	$63.42Mn
16	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	2,938,152	1.53%	▲1,220,346	+71.04%	$60.32K
17	UBS Group AG	0001610520	2,884,399	1.50%	▲731,450	+33.97%	$59.22Mn
18	Jupiter Topco LLC	0002146052	2,871,893	1.50%	▲2,871,893	0.00%	$58.96Mn
19	DIMENSIONAL FUND ADVISORS LP	0000354204	2,660,854	1.39%	▲614,458	+30.03%	$54.62Mn
20	Bank Of America Corp /De/	0000070858	2,583,119	1.35%	▲517,861	+25.07%	$53.03Mn

Showing 1 to 20 of 303 holders