Waystar HoldingWAY
13F holders, Q4 2025 (December 31)300holders −1
65new positions
66sold out
9famous investors
$32.75avg. 13F price*
At the end of Q4 2025, 300 institutions reported holding Waystar Holding Corp. (WAY) in their 13F filings, down 1 from Q3 2025. 65 opened new positions and 66 sold out. The largest holders were EQT Fund Management S.a r.l. ($814.8M), Canada Pension Plan Investment Board ($623.1M) and BlackRock, Inc. ($539.3M). 9 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.1% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $554.1M |
| Exits | 66 | $326.1M |
All 13F filers, Q3 2025 → Q4 2025: 36,671,116 shares bought and 25,160,226 shares sold, net +11,510,890 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| EQT Fund Management S.a r.l. | 73.27% | No change | 24,879,437 | $814.8M |
| Canada Pension Plan Investment Board | 0.42% | No change | 19,025,452 | $623.1M |
| BlackRock, Inc. | 0.01% | Add +1.7% | 16,466,240 | $539.3M |
| FMR LLC | 0.02% | Add +189.7% | 14,037,109 | $459.7M |
| Bain Capital Investors LLC | 9.38% | No change | 13,243,539 | $433.7M |
| Vanguard Group Inc. | 0.01% | Add +0.3% | 12,330,872 | $403.8M |
| Advent International, L.P. | 7.50% | New | 11,059,899 | $362.2M |
| Neuberger Berman Group LLC | 0.13% | Add +4.7% | 5,470,932 | $179.2M |
| William Blair Investment Management, LLC | 0.48% | Add +0.4% | 5,282,220 | $173.0M |
| State Street Corp. | 0.00% | Add +4.0% | 4,134,052 | $135.4M |
| Geode Capital Management, LLC | 0.01% | Add +7.1% | 3,398,053 | $111.3M |
| Artisan Partners Limited Partnership | 0.16% | Add +25.7% | 3,164,546 | $103.6M |
| Invesco Ltd. | 0.01% | Reduce -0.6% | 3,113,123 | $102.0M |
| Millennium Management | 0.07% | Add +38.4% | 2,914,618 | $95.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +33.2% | 2,827,474 | $92.6M |
| PointState Capital LP | 1.55% | Add +32.1% | 2,773,241 | $90.8M |
| UBS Group AG | 0.01% | Reduce -34.3% | 2,310,592 | $75.7M |
| ArrowMark Colorado Holdings LLC | 1.39% | Reduce -8.8% | 1,923,110 | $63.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +24.6% | 1,611,445 | $52.8M |
| Voya Investment Management LLC | 0.06% | Add +12.6% | 1,605,830 | $52.6M |
| Thrivent Financial for Lutherans | 0.08% | Add +58.6% | 1,399,429 | $45.8M |
| Baron Capital (BAMCO) | 0.12% | New | 1,393,634 | $45.6M |
| Norges Bank | 0.00% | — | 1,362,650 | $44.6M |
| Bank of America Corp. | 0.00% | Reduce -27.6% | 1,276,126 | $41.8M |
| Holocene Advisors, LP | 0.08% | Add +2561.3% | 1,189,722 | $39.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +40.7% | 1,177,543 | $38.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.6% | 1,148,153 | $37.6M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Add +61.6% | 1,105,454 | $36.2M |
| Renaissance Technologies | 0.05% | Reduce -2.1% | 1,072,300 | $35.1M |
| Northern Trust Corp. | 0.00% | Reduce -4.5% | 1,051,201 | $34.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -59.3% | 1,012,476 | $33.2M |
| Lykos Global Management, LP | 23.17% | — | 1,000,000 | $32.8M |
| Freestone Grove Partners LP | 0.22% | Reduce -2.4% | 944,380 | $30.9M |
| Federated Hermes, Inc. | 0.05% | Add +6.1% | 927,172 | $30.4M |
| Bain Capital Venture Investors, LLC | 11.35% | New | 882,965 | $28.9M |
| Jennison Associates LLC | 0.02% | Reduce -0.9% | 882,830 | $28.9M |
| Oberweis Asset Management Inc./ | 1.01% | Add +0.5% | 840,600 | $27.5M |
| Morgan Stanley | 0.00% | Reduce -14.4% | 838,814 | $27.5M |
| Principal Financial Group Inc. | 0.01% | Add +6.0% | 826,870 | $27.1M |
| Janus Henderson Group PLC | 0.01% | Reduce -10.9% | 789,691 | $25.9M |
| Point72 Asset Management | 0.04% | Add +9.3% | 780,305 | $25.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | Reduce -62.5% | 750,000 | $24.6M |
| Avenir Corp. | 2.65% | Add +3.5% | 746,467 | $24.4M |
| Capricorn Fund Managers Ltd | 5.83% | Add +46.2% | 738,263 | $24.2M |
| Deutsche Bank AG | 0.01% | Reduce -23.5% | 689,601 | $22.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.6% | 684,786 | $22.4M |
| Wellington Management Group LLP | 0.00% | Add +373.8% | 671,733 | $22.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -37.8% | 669,924 | $21.9M |
| Fort Washington Investment Advisors Inc. | 0.11% | New | 640,810 | $21.0M |
| Select Equity Group, L.P. | 0.10% | Add +16.4% | 634,610 | $20.8M |
| Sio Capital Management, LLC | 3.33% | New | 613,725 | $20.1M |
| Burkehill Global Management, LP | 1.35% | No change | 600,000 | $19.6M |
| Balyasny Asset Management L.P. | 0.03% | Add +134.1% | 507,637 | $16.6M |
| Credit Agricole S A | 0.04% | Reduce -10.1% | 498,065 | $16.3M |
| Capital Research Global Investors | 0.00% | New | 495,000 | $16.2M |
| Silvercrest Asset Management Group LLC | 0.11% | Add +0.6% | 478,178 | $15.7M |
| New York State Common Retirement Fund | 0.02% | Reduce -8.2% | 473,827 | $15.5M |
| Nuveen, LLC | 0.00% | Reduce -19.5% | 471,816 | $15.5M |
| Franklin Resources Inc. | 0.00% | Add +1483.1% | 457,035 | $15.0M |
| Kingdon Capital Management, L.L.C. | 2.08% | New | 414,549 | $13.6M |
| Blue Door Asset Management, LLC | 8.26% | Add +404.8% | 402,300 | $13.2M |
| Public Sector Pension Investment Board | 0.04% | Reduce -11.4% | 397,270 | $13.0M |
| Peregrine Capital Management LLC | 0.39% | Add +8.6% | 386,706 | $12.7M |
| BNP Paribas Financial Markets | 0.01% | Add +1562.9% | 375,380 | $12.3M |
| Parkman Healthcare Partners LLC | 1.15% | Add +20.6% | 369,023 | $12.1M |
| Ghisallo Capital Management LLC | 0.51% | Reduce -30.0% | 350,000 | $11.5M |
| Mawer Investment Management Ltd. | 0.06% | New | 337,732 | $11.1M |
| Main Street Financial Solutions, LLC | 0.83% | Add +12.3% | 336,900 | $11.0M |
| Seven Grand Managers, LLC | 0.75% | No change | 300,000 | $9.8M |
| Rhumbline Advisers | 0.01% | Reduce -1.7% | 289,528 | $9.5M |
| Sei Investments Co. | 0.01% | Reduce -2.6% | 277,831 | $9.1M |
| Penn Capital Management Company, LLC | 0.71% | Reduce -41.6% | 272,798 | $9.0M |
| Legal & General Group Plc | 0.00% | Reduce -11.4% | 270,414 | $8.9M |
| Captrust Financial Advisors | 0.02% | Add +78.8% | 268,703 | $8.8M |
| Two Sigma Investments, LP | 0.01% | Reduce -75.3% | 268,158 | $8.8M |
| Osterweis Capital Management Inc. | 0.48% | Add +15.9% | 253,275 | $8.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -38.7% | 244,224 | $8.0M |
| Bellevue Group AG | 0.15% | Add +86.1% | 241,734 | $7.9M |
| Next Century Growth Investors LLC | 0.54% | Reduce -14.4% | 237,035 | $7.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -18.7% | 233,002 | $7.6M |
| Swiss National Bank | 0.00% | Add +3.6% | 225,900 | $7.4M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -3.5% | 223,027 | $7.3M |
| State of Wisconsin Investment Board | 0.02% | Add +2.2% | 217,631 | $7.1M |
| Blair William & Co. | 0.02% | Add +44.4% | 204,868 | $6.7M |
| Renaissance Group LLC | 0.27% | Reduce -8.7% | 201,686 | $6.6M |
| King Luther Capital Management Corp. | 0.03% | Add +67.0% | 197,628 | $6.5M |
| Summit Partners Public Asset Management, LLC | 0.18% | Reduce -82.8% | 196,723 | $6.4M |
| Munro Partners | 0.17% | Add +1.8% | 182,115 | $6.0M |
| SummitTX Capital, L.P. | 0.18% | New | 181,487 | $5.9M |
| Citigroup Inc. | 0.00% | Add +112.1% | 179,209 | $5.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.2% | 179,064 | $5.9M |
| Barclays PLC | 0.00% | Add +10.0% | 177,248 | $5.8M |
| Kornitzer Capital Management Inc. | 0.12% | No change | 172,380 | $5.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -28.9% | 154,934 | $5.1M |
| Illinois Municipal Retirement Fund | 0.06% | Add +146.8% | 147,550 | $4.8M |
| Ra Capital Management, L.P. | 0.05% | New | 144,400 | $4.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -95.9% | 139,206 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Add +0.8% | 138,646 | $4.5M |
| Wells Fargo & Company | 0.00% | Add +68.0% | 131,307 | $4.3M |
| Alyeska Investment Group, L.P. | 0.01% | Reduce -92.8% | 130,719 | $4.3M |
| Cerity Partners LLC | 0.01% | Add +33.9% | 125,686 | $4.1M |
| Advisors Preferred, LLC | 0.65% | New | 126,718 | $4.0M |
| Prudential Financial Inc. | 0.00% | Reduce -5.8% | 115,495 | $3.8M |
| Bullseye Asset Management LLC | 2.01% | Add +22.6% | 114,002 | $3.7M |
| Alpha Wave Global, LP | 0.45% | New | 112,895 | $3.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +11500.1% | 109,969 | $3.6M |
| Schroder Investment Management Group | 0.00% | Add +1.5% | 106,221 | $3.5M |
| Kennedy Capital Management LLC | 0.07% | Add +0.5% | 106,207 | $3.5M |
| California State Teachers Retirement System | 0.00% | Reduce -0.0% | 106,000 | $3.5M |
| Gotham Asset Management | 0.01% | Reduce -44.1% | 105,238 | $3.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.2% | 97,952 | $3.2M |
| Citadel Advisors | 0.00% | New | 94,894 | $3.1M |
| Intech Investment Management LLC | 0.03% | Add +104.1% | 94,199 | $3.1M |
| Longaeva Partners L.P. | 0.34% | Reduce -36.3% | 86,642 | $2.8M |
| Verition Fund Management LLC | 0.02% | Reduce -33.2% | 83,900 | $2.7M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -47.7% | 82,792 | $2.7M |
| Mountain Pacific Investment Advisers LLC | 0.41% | Add +75.3% | 78,103 | $2.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +46.5% | 71,846 | $2.4M |
| First Trust Advisors LP | 0.00% | Reduce -64.1% | 71,240 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -12.9% | 70,732 | $2.3M |
| Renaissance Capital LLC | 1.64% | New | 69,393 | $2.3M |
| Lombard Odier Asset Management (Europe) Ltd | 0.17% | No change | 69,000 | $2.3M |
| Exome Asset Management LLC | 1.12% | Add +47.1% | 68,969 | $2.3M |
| Ieq Capital, LLC | 0.01% | Reduce -18.3% | 67,414 | $2.2M |
| AQR Capital Management | 0.00% | Add +12.6% | 64,737 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.5% | 62,671 | $2.1M |
| Symmetry Investments LP | 0.38% | Add +77.1% | 62,000 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.9% | 61,989 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +4.0% | 61,854 | $2.0M |
| Aurora Investment Counsel | 1.04% | New | 60,267 | $2.0M |
| State of Alaska, Department of Revenue | 0.02% | Add +2.3% | 58,450 | $1.9M |
| Boothbay Fund Management, LLC | 0.05% | Reduce -75.9% | 55,994 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -40.6% | 53,952 | $1.8M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -43.5% | 53,085 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Add +17.1% | 52,600 | $1.7M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +35.7% | 52,498 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Add +5.3% | 52,156 | $1.7M |
| STRS Ohio | 0.01% | Reduce -30.6% | 50,774 | $1.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -18.9% | 49,770 | $1.6M |
| Tiptree Advisors, LLC | 0.94% | Reduce -53.5% | 50,000 | $1.6M |
| Maven Securities LTD | 0.21% | Reduce -5.1% | 50,000 | $1.6M |
| Smith Group Asset Management, LLC | 0.08% | Add +478.1% | 47,624 | $1.6M |
| Cinctive Capital Management LP | 0.09% | Reduce -37.1% | 46,315 | $1.5M |
| Martingale Asset Management L P | 0.04% | No change | 45,922 | $1.5M |
| OP Asset Management Ltd | 0.02% | Add +38.8% | 44,800 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.8% | 44,278 | $1.5M |
| State of Tennessee, Department of Treasury | 0.00% | Add +188.2% | 54,465 | $1.4M |
| Squarepoint Ops LLC | 0.00% | Reduce -70.0% | 42,425 | $1.4M |
| Group One Trading LLC | 0.04% | Reduce -8.7% | 41,226 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Add +0.5% | 40,822 | $1.3M |
| Graham Capital Management, L.P. | 0.06% | New | 39,511 | $1.3M |
| PEAK6 LLC | 0.04% | Reduce -29.3% | 39,284 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +24.1% | 38,396 | $1.3M |
| Jackson Creek Investment Advisors LLC | 0.37% | Reduce -4.2% | 38,152 | $1.2M |
| Oak Ridge Investments LLC | 0.07% | Reduce -34.0% | 37,220 | $1.2M |
| Cohen & Steers, Inc. | 0.00% | No change | 34,000 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 33,582 | $1.1M |
| Amalgamated Bank | 0.01% | Add +1.2% | 33,261 | $1.1M |
| Zacks Investment Management | 0.01% | Reduce -9.9% | 32,868 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -3.9% | 31,995 | $1.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +0.6% | 30,002 | $983K |
| Royal Bank of Canada | 0.00% | Reduce -98.7% | 29,646 | $970K |
| Yousif Capital Management, LLC | 0.01% | Reduce -8.7% | 31,399 | $934K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -3.0% | 28,418 | $931K |
| New York State Teachers Retirement System | 0.00% | Add +10.3% | 27,981 | $916K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +11.8% | 27,947 | $915K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.5% | 26,300 | $861K |
| Comerica Bank | 0.00% | Reduce -55.3% | 25,375 | $831K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -5.2% | 24,842 | $814K |
| Handelsbanken Fonder AB | 0.00% | Add +61.2% | 24,500 | $802K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -3.2% | 24,400 | $799K |
| Azzad Asset Management Inc. | 0.08% | No change | 24,365 | $798K |
| LPL Financial LLC | 0.00% | Add +9.8% | 22,693 | $743K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -62.1% | 23,179 | $727K |
| Guggenheim Capital LLC | 0.01% | New | 21,726 | $712K |
| ProShare Advisors LLC | 0.00% | Add +3.7% | 21,474 | $703K |
| SG Americas Securities, LLC | 0.00% | Add +171.6% | 20,755 | $680K |
| Prelude Capital Management, LLC | 0.05% | Add +11.5% | 20,436 | $669K |
| US Bancorp \de | 0.00% | Add +184672.7% | 20,325 | $666K |
| Maryland State Retirement & Pension System | 0.01% | Add +1.2% | 16,789 | $550K |
| Emerald Mutual Fund Advisers Trust | 0.03% | New | 16,388 | $537K |
| F/m Investments LLC | 0.02% | New | 16,388 | $537K |
| Pictet Asset Management Holding SA | 0.00% | Add +9.7% | 15,893 | $520K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.7% | 15,735 | $515K |
| Creative Planning | 0.00% | Reduce -37.7% | 15,329 | $502K |
| WINTON GROUP Ltd | 0.02% | Add +2.5% | 15,083 | $494K |
| Lisanti Capital Growth, LLC | 0.12% | Reduce -85.9% | 14,870 | $487K |
| Twin Tree Management, LP | 0.05% | New | 13,970 | $458K |
| BCS Private Wealth Management, Inc. | 0.16% | Add +87.3% | 13,960 | $457K |
| Vinva Investment Management Ltd | 0.01% | Add +9.3% | 9,202 | $453K |
| Bailard, Inc. | 0.01% | No change | 13,585 | $445K |
| Mutual of America Capital Management LLC | 0.00% | Add +2.0% | 13,120 | $430K |
| Keebeck Wealth Management | 0.05% | Reduce -4.1% | 13,007 | $426K |
| State of Wyoming | 0.05% | Add +844.4% | 12,712 | $416K |
| Dynamic Technology Lab Private Ltd | 0.09% | Reduce -4.7% | 12,520 | $410K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +381.9% | 11,300 | $370K |
| Cetera Investment Advisers | 0.00% | Add +18.4% | 11,173 | $366K |
| Quantinno Capital Management LP | 0.00% | Reduce -19.2% | 10,930 | $358K |
| Vontobel Holding Ltd. | 0.00% | New | 10,333 | $338K |
| Bridgewater Associates | 0.00% | Add +90.1% | 10,256 | $336K |
| Keybank National Association | 0.00% | Add +0.3% | 10,131 | $332K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 10,090 | $330K |
| Swiss Life Asset Management Ltd | 0.00% | New | 10,019 | $328K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -0.6% | 10,000 | $328K |
| Walleye Trading LLC | 0.01% | New | 9,945 | $326K |
| City Center Advisors, LLC | 0.30% | New | 9,926 | $325K |
| Evergreen Capital Management LLC | 0.01% | New | 9,582 | $314K |
| Mangrove Partners Im, LLC | 0.02% | New | 8,861 | $290K |
| Xponance LLC | 0.00% | Add +1.1% | 8,701 | $285K |
| Gabelli Funds LLC | 0.00% | New | 8,500 | $278K |
| Tidal Investments LLC | 0.00% | New | 8,343 | $273K |
| Oxford Asset Management LLP | 0.09% | New | 8,055 | $264K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,686 | $252K |
| Jump Financial, LLC | 0.00% | New | 7,661 | $251K |
| Forum Financial Management, LP | 0.00% | No change | 7,631 | $250K |
| Smithfield Trust Co | 0.01% | No change | 7,560 | $248K |
| Blueshift Asset Management, LLC | 0.07% | New | 7,408 | $243K |
| Cibc World Markets Corp. | 0.00% | — | 7,290 | $239K |
| EntryPoint Capital, LLC | 0.09% | No change | 7,214 | $236K |
| Shay Capital LLC | 0.04% | New | 7,000 | $229K |
| Mackenzie Financial Corp. | 0.00% | No change | 6,864 | $226K |
| Bank of Montreal | 0.00% | Reduce -3.5% | 6,738 | $221K |
| Sandia Investment Management LP | 0.54% | Reduce -56.3% | 6,550 | $215K |
| Guilbault Capital LLC | 0.24% | — | 6,526 | $214K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +18.0% | 6,509 | $213K |
| MML Investors Services, LLC | 0.00% | New | 6,325 | $207K |
| FORA Capital, LLC | 0.02% | New | 7,346 | $202K |
| Cetera Trust Company, N.A | 0.10% | Reduce -7.8% | 5,930 | $194K |
| SBI Okasan Asset Management Co.Ltd. | 0.01% | — | 5,800 | $191K |
| Central Pacific Bank - Trust Division | 0.02% | Add +461.2% | 5,427 | $178K |
| Simplex Trading, LLC | 0.00% | New | 5,203 | $170K |
| New Age Alpha Advisors, LLC | 0.01% | New | 5,181 | $170K |
| Virtus Advisers, LLC | 0.08% | No change | 5,058 | $166K |
| Farther Finance Advisors, LLC | 0.00% | Add +900.0% | 3,960 | $130K |
| Covestor Ltd | 0.06% | Add +4.8% | 3,350 | $110K |
| KBC Group NV | 0.00% | No change | 3,218 | $105K |
| Pacer Advisors, Inc. | 0.00% | Add +22.1% | 3,144 | $103K |
| RiverPark Advisors, LLC | 0.05% | Reduce -15.4% | 2,904 | $95K |
| Los Angeles Capital Management LLC | 0.00% | New | 2,533 | $94K |
| Horizon Investments, LLC | 0.00% | New | 2,575 | $84K |
| Exchange Traded Concepts, LLC | 0.00% | New | 2,575 | $84K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +13.6% | 2,400 | $79K |
| 1620 Investment Advisors, Inc. | 0.05% | New | 2,366 | $77K |
| Jones Financial Companies LLLP | 0.00% | New | 2,230 | $73K |
| GAMMA Investing LLC | 0.00% | Add +613.4% | 1,762 | $58K |
| Danske Bank A/S | 0.00% | New | 1,600 | $52K |
| Cwm, LLC | 0.00% | Reduce -27.8% | 1,516 | $50K |
| Smartleaf Asset Management LLC | 0.00% | Add +6005.3% | 1,160 | $38K |
| First Horizon Corp. | 0.00% | Add +8.4% | 1,085 | $36K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -4.2% | 1,009 | $33K |
| Kemnay Advisory Services Inc. | 0.00% | New | 670 | $22K |
| Private Trust Co. NA | 0.00% | Add +61.6% | 653 | $21K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.7% | 594 | $19K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -23.7% | 502 | $16K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.0% | 402 | $13K |
| Allworth Financial LP | 0.00% | Add +158.3% | 341 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 300 | $10K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -24.8% | 285 | $9K |
| Osaic Holdings, Inc. | 0.00% | Reduce -56.1% | 284 | $9K |
| Optiver Holding B.V. | 0.00% | Reduce -51.7% | 273 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 260 | $9K |
| Olistico Wealth, LLC | 0.00% | New | 250 | $8K |
| MCF Advisors LLC | 0.00% | Reduce -13.4% | 245 | $8K |
| UMB Bank, n.a. | 0.00% | Add +4.4% | 238 | $8K |
| ORG Partners LLC | 0.00% | New | 215 | $7K |
| Truvestments Capital LLC | 0.00% | New | 179 | $6K |
| Fifth Third Bancorp | 0.00% | Add +1064.3% | 163 | $5K |
| Quadrant Capital Group LLC | 0.00% | Reduce -40.1% | 158 | $5K |
| Quarry LP | 0.00% | New | 123 | $4K |
| T. Rowe Price Investment Management, Inc. | 0.00% | No change | 122 | $4K |
| Torren Management, LLC | 0.00% | — | 122 | $4K |
| Rothschild Investment LLC | 0.00% | Add +60.0% | 112 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 104 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -64.8% | 102 | $3K |
| Essential Partners LLC | 0.00% | Add +124.4% | 101 | $3K |
| SageView Advisory Group, LLC | 0.00% | New | 93 | $3K |
| J.Safra Asset Management Corp | 0.00% | New | 93 | $3K |
| High Note Wealth, LLC | 0.00% | New | 89 | $3K |
| MAI Capital Management | 0.00% | Add +8.6% | 88 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -31.6% | 67 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +37.5% | 55 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 53 | $2K |
| Clearstead Advisors, LLC | 0.00% | Add +2450.0% | 51 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | New | 28 | $917 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 24 | $786 |
| True Wealth Design, LLC | 0.00% | No change | 23 | $754 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 23 | $753 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -12.5% | 21 | $688 |
| SouthState Bank Corp | 0.00% | No change | 19 | $623 |
| Rossby Financial, LCC | 0.00% | New | 18 | $590 |
| TD Private Client Wealth LLC | 0.00% | New | 18 | $590 |
| Root Financial Partners, LLC | 0.00% | New | 16 | $524 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 11 | $361 |
| Assetmark, Inc. | 0.00% | New | 9 | $295 |
| JFS Wealth Advisors, LLC | 0.00% | New | 9 | $295 |
| Gilpin Wealth Management, LLC | 0.00% | — | 3 | $99 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $98 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $95 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 2 | $66 |
| Huntington National Bank | 0.00% | New | 1 | $33 |
"% of holder's portfolio" is WAY's weight in each manager's 13F, not the share of Waystar Holding Corp. the manager owns.