Waystar HoldingWAY
13F holders, Q2 2025 (June 30)267holders +41
68new positions
26sold out
9famous investors
$40.87avg. 13F price*
At the end of Q2 2025, 267 institutions reported holding Waystar Holding Corp. (WAY) in their 13F filings, up 41 from Q1 2025. 68 opened new positions and 26 sold out. The largest holders were Canada Pension Plan Investment Board ($1.0B), Bain Capital Investors LLC ($737.9M) and Vanguard Group Inc. ($370.7M). 9 famous investors held it, including George Soros (0.4% of Soros Fund Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Waystar Holding Corp.
- CUSIP
- 946784105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $98.5M |
| Exits | 26 | $226.3M |
All 13F filers, Q1 2025 → Q2 2025: 28,440,486 shares bought and 21,797,794 shares sold, net +6,642,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| Canada Pension Plan Investment Board | 0.87% | Reduce -15.9% | 24,964,225 | $1.0B |
| Bain Capital Investors LLC | 23.53% | Reduce -17.0% | 18,055,049 | $737.9M |
| Vanguard Group Inc. | 0.01% | Add +12.1% | 9,070,224 | $370.7M |
| BlackRock, Inc. | 0.01% | Add +17.0% | 6,904,842 | $282.2M |
| FMR LLC | 0.01% | Add +89.2% | 5,525,438 | $225.8M |
| William Blair Investment Management, LLC | 0.57% | Add +23.9% | 5,239,365 | $214.1M |
| Neuberger Berman Group LLC | 0.15% | Add +2.8% | 4,896,475 | $200.1M |
| Alliancebernstein L.P. | 0.04% | Add +3883.4% | 3,268,932 | $133.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +276.0% | 2,809,773 | $114.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.21% | Add +19.0% | 2,563,900 | $104.8M |
| Royal Bank of Canada | 0.02% | Add +11522.6% | 2,511,523 | $102.6M |
| Geode Capital Management, LLC | 0.01% | Add +14.9% | 2,376,932 | $97.2M |
| ArrowMark Colorado Holdings LLC | 1.56% | Reduce -37.1% | 2,113,716 | $86.4M |
| Bank of America Corp. | 0.01% | Add +10.7% | 2,087,680 | $85.3M |
| State Street Corp. | 0.00% | Add +28.8% | 2,017,593 | $82.5M |
| Summit Partners Public Asset Management, LLC | 3.10% | Add +5.1% | 1,948,529 | $79.6M |
| Invesco Ltd. | 0.01% | Reduce -5.8% | 1,920,954 | $78.5M |
| Two Sigma Investments, LP | 0.15% | Add +78.0% | 1,905,339 | $77.9M |
| Two Sigma Advisers, LP | 0.15% | Add +144.8% | 1,758,700 | $71.9M |
| Point72 Asset Management | 0.17% | Add +65.2% | 1,674,171 | $68.4M |
| Fuller & Thaler Asset Management, Inc. | 0.23% | Reduce -23.3% | 1,514,590 | $61.9M |
| Ameriprise Financial Inc. | 0.01% | Add +6.2% | 1,277,271 | $52.2M |
| Lord, Abbett & Co. LLC | 0.17% | Reduce -7.0% | 1,243,665 | $50.8M |
| UBS Group AG | 0.01% | Reduce -9.6% | 1,234,947 | $50.5M |
| Norges Bank | 0.01% | Reduce -24.9% | 1,139,633 | $46.6M |
| Hood River Capital Management LLC | 0.58% | Add +0.3% | 1,014,754 | $41.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1881.6% | 1,009,244 | $41.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.2% | 985,546 | $40.3M |
| Deutsche Bank AG | 0.01% | Add +1388.4% | 916,247 | $37.4M |
| Millennium Management | 0.03% | Add +3.9% | 909,922 | $37.2M |
| Renaissance Technologies | 0.05% | Add +27.8% | 860,800 | $35.2M |
| Jennison Associates LLC | 0.02% | Add +48.1% | 849,677 | $34.7M |
| Northern Trust Corp. | 0.00% | Add +8.2% | 825,022 | $33.7M |
| Federated Hermes, Inc. | 0.06% | Add +24.4% | 801,718 | $32.8M |
| Morgan Stanley | 0.00% | Add +34.5% | 786,149 | $32.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +24.0% | 763,819 | $31.2M |
| Oberweis Asset Management Inc./ | 1.32% | Add +4.5% | 744,980 | $30.4M |
| Man Group plc | 0.07% | Add +680.8% | 731,401 | $29.9M |
| Ghisallo Capital Management LLC | 0.76% | Add +7.7% | 700,000 | $28.6M |
| Balyasny Asset Management L.P. | 0.06% | Add +30.1% | 671,211 | $27.4M |
| Freestone Grove Partners LP | 0.21% | Add +208.4% | 667,435 | $27.3M |
| Avenir Corp. | 2.76% | Add +7.1% | 658,043 | $26.9M |
| Janus Henderson Group PLC | 0.01% | Add +42.4% | 637,726 | $26.1M |
| Nuveen, LLC | 0.01% | Add +13.3% | 622,047 | $25.4M |
| Farallon Capital Management, L.L.C. | 0.11% | Reduce -69.7% | 613,000 | $25.1M |
| Seven Grand Managers, LLC | 2.94% | Add +20.0% | 600,000 | $24.5M |
| Voya Investment Management LLC | 0.03% | Add +2789.2% | 586,571 | $24.0M |
| Jane Street Group, LLC | 0.04% | Add +2861.7% | 523,251 | $21.4M |
| Jump Financial, LLC | 0.26% | Add +40.4% | 505,699 | $20.7M |
| Susquehanna International Group, LLP | 0.03% | Add +113.8% | 500,703 | $20.5M |
| Burkehill Global Management, LP | 1.51% | Reduce -44.4% | 500,000 | $20.4M |
| Penn Capital Management Company, LLC | 1.76% | Add +4.6% | 496,466 | $20.3M |
| Aperture Investors, LLC | 2.66% | Add +28.4% | 485,190 | $19.8M |
| Silvercrest Asset Management Group LLC | 0.13% | Add +5.4% | 478,581 | $19.6M |
| Holocene Advisors, LP | 0.04% | Add +600.8% | 433,032 | $17.7M |
| Westwind Capital | 3.51% | Add +1.2% | 420,081 | $17.2M |
| New York State Common Retirement Fund | 0.02% | Add +5.6% | 390,747 | $16.0M |
| Victory Capital Management Inc. | 0.01% | Add +114.3% | 381,506 | $15.6M |
| BNP Paribas Financial Markets | 0.01% | Add +66.0% | 371,911 | $15.2M |
| Longaeva Partners L.P. | 3.63% | Add +15.5% | 363,091 | $14.8M |
| Cubist Systematic Strategies, LLC | 0.16% | New | 362,574 | $14.8M |
| Next Century Growth Investors LLC | 1.12% | Reduce -0.7% | 353,623 | $14.5M |
| Soros Fund Management | 0.36% | Add +12.4% | 333,153 | $13.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.5% | 314,874 | $12.9M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -16.2% | 308,556 | $12.6M |
| HSBC Holdings PLC | 0.01% | Add +338.2% | 308,312 | $12.5M |
| Main Street Financial Solutions, LLC | 0.89% | Reduce -8.6% | 299,900 | $12.3M |
| Peregrine Capital Management LLC | 0.36% | Add +1.6% | 294,914 | $12.1M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -20.7% | 291,426 | $11.9M |
| Jacobs Levy Equity Management, Inc. | 0.05% | Reduce -33.4% | 282,263 | $11.5M |
| Select Equity Group, L.P. | 0.05% | New | 275,166 | $11.2M |
| Quantbot Technologies LP | 0.27% | Reduce -12.8% | 261,654 | $10.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +51.7% | 259,908 | $10.6M |
| State of Wisconsin Investment Board | 0.02% | Reduce -1.3% | 194,258 | $7.9M |
| Barclays PLC | 0.00% | Add +30.8% | 180,340 | $7.4M |
| Castleark Management LLC | 0.22% | Add +15.8% | 176,595 | $7.2M |
| Gotham Asset Management | 0.04% | Add +913.1% | 164,376 | $6.7M |
| Sei Investments Co. | 0.01% | Add +6.1% | 162,405 | $6.6M |
| Citadel Advisors | 0.01% | Reduce -87.0% | 160,702 | $6.6M |
| Boothbay Fund Management, LLC | 0.20% | Add +18.8% | 154,944 | $6.3M |
| Bellevue Group AG | 0.14% | Add +4.3% | 150,610 | $6.2M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +51.3% | 150,440 | $6.1M |
| Capitolis Liquid Global Markets LLC | 0.04% | New | 143,700 | $5.9M |
| Principal Financial Group Inc. | 0.00% | Add +2321.9% | 143,450 | $5.9M |
| Raymond James Financial Inc. | 0.00% | Add +5.7% | 140,536 | $5.7M |
| Parkman Healthcare Partners LLC | 0.66% | New | 140,000 | $5.7M |
| Rhumbline Advisers | 0.00% | Add +21.6% | 137,668 | $5.6M |
| Swiss National Bank | 0.00% | Reduce -1.4% | 131,500 | $5.4M |
| Kennedy Capital Management LLC | 0.13% | Reduce -13.3% | 130,486 | $5.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -24.5% | 128,337 | $5.2M |
| Fortress Investment Group LLC | 0.73% | Reduce -31.4% | 124,400 | $5.1M |
| Captrust Financial Advisors | 0.01% | New | 120,259 | $4.9M |
| Cinctive Capital Management LP | 0.27% | Add +52.2% | 119,013 | $4.9M |
| Zimmer Partners, LP | 0.11% | Reduce -61.7% | 115,000 | $4.7M |
| Tiptree Advisors, LLC | 3.45% | Add +38.0% | 107,630 | $4.4M |
| Schroder Investment Management Group | 0.00% | Reduce -3.4% | 107,318 | $4.4M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -55.2% | 104,000 | $4.3M |
| Kornitzer Capital Management Inc. | 0.09% | New | 103,890 | $4.2M |
| Aubrey Capital Management Ltd | 1.52% | Add +7.9% | 102,500 | $4.2M |
| Verition Fund Management LLC | 0.03% | Reduce -11.7% | 102,054 | $4.2M |
| Blair William & Co. | 0.01% | Add +65.2% | 101,642 | $4.2M |
| Citigroup Inc. | 0.00% | Reduce -14.9% | 97,900 | $4.0M |
| Nicholas Investment Partners, LP | 0.38% | Reduce -4.3% | 93,767 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | New | 92,967 | $3.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +88.1% | 88,236 | $3.6M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -39.7% | 86,827 | $3.5M |
| Munro Partners | 0.11% | Add +85.4% | 86,195 | $3.5M |
| Tudor Investment Corporation | 0.03% | Reduce -75.0% | 85,647 | $3.5M |
| Legal & General Group Plc | 0.00% | Add +2.1% | 85,240 | $3.5M |
| Capital Fund Management S.A. | 0.04% | New | 83,622 | $3.4M |
| King Luther Capital Management Corp. | 0.01% | New | 82,165 | $3.4M |
| Cerity Partners LLC | 0.01% | Reduce -7.5% | 81,245 | $3.3M |
| D. E. Shaw & Co. | 0.00% | Add +69.2% | 78,272 | $3.2M |
| Bullseye Asset Management LLC | 1.59% | New | 78,002 | $3.2M |
| Twin Tree Management, LP | 0.07% | New | 71,561 | $2.9M |
| Graham Capital Management, L.P. | 0.09% | Add +583.7% | 71,523 | $2.9M |
| Lombard Odier Asset Management (Europe) Ltd | 0.25% | New | 69,000 | $2.8M |
| STRS Ohio | 0.01% | Add +64.2% | 68,774 | $2.8M |
| Jain Global LLC | 0.05% | Reduce -71.1% | 67,761 | $2.8M |
| California State Teachers Retirement System | 0.00% | Add +1.8% | 65,865 | $2.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | New | 65,329 | $2.7M |
| Bailard, Inc. | 0.06% | New | 63,208 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +16.1% | 59,986 | $2.5M |
| Ieq Capital, LLC | 0.01% | Add +6.2% | 58,594 | $2.4M |
| Intech Investment Management LLC | 0.02% | Add +57.0% | 57,491 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +37.3% | 55,187 | $2.3M |
| Squarepoint Ops LLC | 0.00% | Add +473.9% | 54,891 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Add +18.4% | 54,495 | $2.2M |
| Centiva Capital, LP | 0.14% | Add +97.1% | 51,698 | $2.1M |
| First Trust Advisors LP | 0.00% | Reduce -59.5% | 51,336 | $2.1M |
| CHURCHILL MANAGEMENT Corp | 0.02% | Reduce -2.1% | 49,404 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +7.2% | 49,305 | $2.0M |
| Exome Asset Management LLC | 1.58% | New | 46,900 | $1.9M |
| Group One Trading LLC | 0.06% | Add +24.0% | 46,677 | $1.9M |
| Wolverine Trading, LLC | 0.05% | Reduce -2.5% | 47,875 | $1.9M |
| Teacher Retirement System of Texas | 0.01% | Add +10.3% | 44,159 | $1.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 40,276 | $1.6M |
| Morgens Waterfall Vintiadis & Co. Inc. | 1.20% | Add +60.0% | 40,000 | $1.6M |
| Jackson Creek Investment Advisors LLC | 0.44% | Add +14.4% | 39,848 | $1.6M |
| ExodusPoint Capital Management, LP | 0.02% | New | 39,634 | $1.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 38,500 | $1.6M |
| Occudo Quantitative Strategies LP | 0.18% | Reduce -63.7% | 38,407 | $1.6M |
| Alyeska Investment Group, L.P. | 0.01% | New | 37,669 | $1.5M |
| Cohen & Steers, Inc. | 0.00% | No change | 37,000 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 35,364 | $1.4M |
| OP Asset Management Ltd | 0.02% | Add +6.8% | 34,839 | $1.4M |
| Dakota Wealth Management | 0.03% | Add +3.6% | 34,724 | $1.4M |
| Zacks Investment Management | 0.01% | New | 34,186 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +54.6% | 31,188 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | No change | 29,188 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Add +0.1% | 28,832 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.16% | New | 28,630 | $1.2M |
| Franklin Resources Inc. | 0.00% | Reduce -0.9% | 27,960 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +4.7% | 27,714 | $1.1M |
| Comerica Bank | 0.00% | Reduce -27.8% | 27,573 | $1.1M |
| Bfsg, LLC | 0.12% | New | 27,287 | $1.1M |
| Engineers Gate Manager LP | 0.01% | New | 25,755 | $1.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.1% | 25,312 | $1.0M |
| Versor Investments LP | 0.18% | New | 25,185 | $1.0M |
| Maven Securities LTD | 0.26% | New | 25,000 | $1.0M |
| Sandia Investment Management LP | 2.66% | Add +43.1% | 24,900 | $1.0M |
| Azzad Asset Management Inc. | 0.11% | Add +10.8% | 24,365 | $996K |
| Walleye Capital LLC | 0.01% | Add +67.0% | 23,516 | $961K |
| Blueshift Asset Management, LLC | 0.28% | New | 22,263 | $910K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +19.8% | 20,767 | $849K |
| Arizona State Retirement System | 0.00% | Add +1.8% | 20,082 | $821K |
| Prudential Financial Inc. | 0.00% | Add +216.6% | 19,515 | $798K |
| Envestnet Asset Management Inc. | 0.00% | Add +227.4% | 18,961 | $775K |
| ProShare Advisors LLC | 0.00% | Add +9.6% | 18,699 | $764K |
| Prelude Capital Management, LLC | 0.07% | New | 18,157 | $742K |
| Illinois Municipal Retirement Fund | 0.01% | New | 18,044 | $737K |
| MRA Advisory Group | 0.32% | Add +67.2% | 16,878 | $690K |
| FORA Capital, LLC | 0.07% | Reduce -34.1% | 15,728 | $643K |
| Handelsbanken Fonder AB | 0.00% | New | 15,200 | $621K |
| KLP Kapitalforvaltning As | 0.00% | Add +9.8% | 14,600 | $597K |
| Creative Planning | 0.00% | New | 14,400 | $589K |
| EntryPoint Capital, LLC | 0.29% | Reduce -3.7% | 14,012 | $573K |
| US Bancorp \de | 0.00% | Reduce -6.9% | 13,397 | $548K |
| Quantum Portfolio Management LLC | 0.26% | Add +81.0% | 13,303 | $544K |
| LPL Financial LLC | 0.00% | New | 13,249 | $541K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.8% | 12,803 | $523K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +630.7% | 12,627 | $516K |
| Legato Capital Management LLC | 0.06% | No change | 12,398 | $507K |
| Voleon Capital Management LP | 0.03% | Reduce -58.2% | 11,713 | $479K |
| XTX Topco Ltd | 0.02% | Reduce -8.0% | 11,526 | $471K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -58.8% | 11,495 | $470K |
| Cibc World Markets Corp. | 0.00% | Reduce -35.8% | 11,236 | $459K |
| Perpetual Ltd | 0.01% | Reduce -16.9% | 11,061 | $452K |
| Mariner, LLC | 0.00% | New | 11,040 | $451K |
| Bridgefront Capital, LLC | 0.11% | New | 10,415 | $426K |
| Aigen Investment Management, LP | 0.06% | New | 10,207 | $417K |
| AQR Capital Management | 0.00% | Add +86.9% | 10,162 | $415K |
| Cynosure Group, LLC | 0.05% | New | 10,100 | $413K |
| Transcend Capital Advisors, LLC | 0.03% | Add +0.0% | 10,004 | $409K |
| Corient Private Wealth LP | 0.00% | New | 9,994 | $408K |
| Nebula Research & Development LLC | 0.03% | New | 9,833 | $402K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -11.6% | 9,793 | $400K |
| HMS Capital Management, LLC | 0.18% | Add +0.8% | 9,696 | $396K |
| Toth Financial Advisory Corp. | 0.04% | New | 9,000 | $368K |
| Petrus Trust Company, LTA | 0.04% | New | 8,806 | $360K |
| Diametric Capital, LP | 0.19% | New | 8,594 | $351K |
| Magnetar Financial LLC | 0.00% | New | 8,062 | $329K |
| Smith Group Asset Management, LLC | 0.02% | Reduce -38.7% | 7,878 | $322K |
| Smithfield Trust Co | 0.01% | No change | 7,560 | $310K |
| Harbour Capital Advisors, LLC | 0.06% | New | 7,830 | $303K |
| Xponance LLC | 0.00% | Add +20.3% | 7,120 | $291K |
| Verdence Capital Advisors LLC | 0.02% | Add +5.2% | 7,076 | $289K |
| Capstone Investment Advisors, LLC | 0.00% | New | 7,000 | $286K |
| BCS Private Wealth Management, Inc. | 0.11% | — | 6,880 | $281K |
| Carnegie Investment Counsel | 0.01% | New | 6,402 | $262K |
| Gabelli Funds LLC | 0.00% | Reduce -20.9% | 6,250 | $255K |
| Entropy Technologies, LP | 0.02% | Reduce -71.1% | 5,996 | $245K |
| RiverPark Advisors, LLC | 0.19% | Reduce -18.9% | 5,947 | $243K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 5,699 | $233K |
| Quantinno Capital Management LP | 0.00% | New | 5,664 | $231K |
| Sherbrooke Park Advisers LLC | 0.09% | New | 5,335 | $218K |
| CIBC Asset Management Inc | 0.00% | New | 5,311 | $217K |
| Keybank National Association | 0.00% | New | 5,074 | $207K |
| Virtus Advisers, LLC | 0.13% | New | 5,058 | $207K |
| Mackenzie Financial Corp. | 0.00% | New | 5,038 | $206K |
| Amalgamated Bank | 0.00% | No change | 2,716 | $111K |
| Aster Capital Management (DIFC) Ltd | 0.03% | Reduce -92.7% | 2,703 | $110K |
| Gen-Wealth Partners Inc | 0.04% | No change | 2,510 | $103K |
| KBC Group NV | 0.00% | Reduce -24.9% | 2,186 | $89K |
| State of Wyoming | 0.01% | Add +45.1% | 2,098 | $86K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3219.1% | 1,394 | $57K |
| Point72 (DIFC) Ltd | 0.00% | New | 1,373 | $56K |
| Nisa Investment Advisors, LLC | 0.00% | Add +50.6% | 1,065 | $44K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -7.7% | 1,001 | $41K |
| Larson Financial Group LLC | 0.00% | Add +681.1% | 992 | $41K |
| Covestor Ltd | 0.02% | Add +189.9% | 922 | $38K |
| Central Pacific Bank - Trust Division | 0.00% | New | 810 | $33K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 690 | $28K |
| Optiver Holding B.V. | 0.00% | Add +8.4% | 683 | $28K |
| Quarry LP | 0.01% | Reduce -65.2% | 561 | $23K |
| Osaic Holdings, Inc. | 0.00% | Add +86.3% | 529 | $21K |
| Private Trust Co. NA | 0.00% | No change | 400 | $16K |
| MCF Advisors LLC | 0.00% | No change | 382 | $16K |
| ANTIPODES PARTNERS Ltd | 0.00% | New | 374 | $15K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 368 | $15K |
| Cwm, LLC | 0.00% | Add +70.5% | 341 | $14K |
| Harbour Investments, Inc. | 0.00% | No change | 300 | $12K |
| Point72 Hong Kong Ltd | 0.00% | New | 297 | $12K |
| Summit Securities Group LLC | 0.00% | New | 292 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.3% | 260 | $11K |
| GAMMA Investing LLC | 0.00% | Add +6.9% | 248 | $10K |
| CI Investments Inc. | 0.00% | New | 254 | $10K |
| Global Trust Asset Management, LLC | 0.00% | New | 200 | $8K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 170 | $7K |
| Versant Capital Management, Inc | 0.00% | New | 130 | $5K |
| Rothschild Investment LLC | 0.00% | Add +84.6% | 120 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 104 | $4K |
| MAI Capital Management | 0.00% | No change | 94 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 67 | $3K |
| Allworth Financial LP | 0.00% | Add +562.5% | 53 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +100.0% | 30 | $1K |
| Huntington National Bank | 0.00% | New | 26 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.4% | 21 | $858 |
| SouthState Bank Corp | 0.00% | No change | 19 | $777 |
| Signaturefd, LLC | 0.00% | Add +28.6% | 18 | $736 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 12 | $491 |
| IFP Advisors, Inc | 0.00% | New | 8 | $327 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -94.3% | 6 | $238 |
| Farther Finance Advisors, LLC | 0.00% | New | 5 | $204 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 4 | $138 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -99.5% | 2 | $82 |
| Essential Partners LLC | 0.00% | — | 2 | $82 |
"% of holder's portfolio" is WAY's weight in each manager's 13F, not the share of Waystar Holding Corp. the manager owns.