Waystar HoldingWAY
13F holders, Q1 2026 (March 31)307holders +7
73new positions
66sold out
7famous investors
$24.11avg. 13F price*
At the end of Q1 2026, 307 institutions reported holding Waystar Holding Corp. (WAY) in their 13F filings, up 7 from Q4 2025. 73 opened new positions and 66 sold out. The largest holders were EQT Fund Management S.a r.l. ($599.8M), Canada Pension Plan Investment Board ($458.7M) and BlackRock, Inc. ($401.8M). 7 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.0% of Millennium 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $317.2M |
| Exits | 66 | $386.0M |
All 13F filers, Q4 2025 → Q1 2026: 33,079,174 shares bought and 26,458,059 shares sold, net +6,621,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 307 holders
| EQT Fund Management S.a r.l. | 58.77% | No change | 24,879,437 | $599.8M |
| Canada Pension Plan Investment Board | 0.30% | No change | 19,025,452 | $458.7M |
| BlackRock, Inc. | 0.01% | Add +1.2% | 16,665,732 | $401.8M |
| FMR LLC | 0.02% | Add +6.6% | 14,962,419 | $360.7M |
| Bain Capital Investors LLC | 9.77% | No change | 13,243,539 | $319.3M |
| Advent International, L.P. | 6.28% | No change | 11,059,899 | $266.7M |
| Vanguard Portfolio Management LLC | 0.01% | — | 6,406,778 | $154.5M |
| Vanguard Capital Management LLC | 0.00% | — | 5,145,224 | $124.1M |
| Neuberger Berman Group LLC | 0.09% | Reduce -14.6% | 4,671,179 | $112.6M |
| Goldentree Asset Management LP | 6.36% | New | 4,443,671 | $107.0M |
| Artisan Partners Limited Partnership | 0.17% | Add +39.3% | 4,408,404 | $106.3M |
| State Street Corp. | 0.00% | Add +3.8% | 4,289,115 | $103.4M |
| PointState Capital LP | 2.11% | Add +35.9% | 3,767,798 | $90.8M |
| Bank of Montreal | 0.03% | Add +51157.9% | 3,453,757 | $83.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -14.9% | 2,892,142 | $69.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.4% | 2,617,759 | $63.1M |
| Baron Capital (BAMCO) | 0.17% | Add +66.9% | 2,325,569 | $56.1M |
| ArrowMark Colorado Holdings LLC | 1.41% | Add +14.3% | 2,198,468 | $53.0M |
| UBS Group AG | 0.01% | Reduce -6.8% | 2,152,949 | $51.9M |
| Millennium Management | 0.04% | Reduce -27.5% | 2,112,133 | $50.9M |
| Bank of America Corp. | 0.00% | Add +61.8% | 2,065,258 | $49.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +73.8% | 2,046,396 | $49.3M |
| Janus Henderson Group PLC | 0.02% | Add +152.1% | 1,991,050 | $48.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.6% | 1,717,806 | $41.4M |
| Sio Capital Management, LLC | 5.71% | Add +167.6% | 1,642,236 | $39.6M |
| RTW Investments, LP | 0.39% | New | 1,630,000 | $39.3M |
| Capital Research Global Investors | 0.01% | Add +225.2% | 1,609,775 | $38.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.24% | New | 1,603,517 | $38.7M |
| Thrivent Financial for Lutherans | 0.07% | Add +14.0% | 1,595,964 | $38.5M |
| Massachusetts Financial Services Co. | 0.01% | New | 1,582,658 | $38.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.7% | 1,247,808 | $30.1M |
| Fort Washington Investment Advisors Inc. | 0.16% | Add +91.7% | 1,228,420 | $29.6M |
| AQR Capital Management | 0.01% | Add +1784.9% | 1,220,241 | $29.4M |
| Oberweis Asset Management Inc./ | 0.83% | Add +38.9% | 1,167,474 | $28.1M |
| Northern Trust Corp. | 0.00% | Add +6.5% | 1,119,526 | $27.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.6% | 1,029,208 | $24.1M |
| Avenir Corp. | 2.86% | Add +30.4% | 973,260 | $23.5M |
| Morgan Stanley | 0.00% | Add +14.3% | 959,167 | $23.1M |
| Clarkston Capital Partners, LLC | 1.75% | New | 950,531 | $22.9M |
| Select Equity Group, L.P. | 0.12% | Add +45.5% | 923,241 | $22.3M |
| Bain Capital Venture Investors, LLC | 12.17% | No change | 882,965 | $21.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.9% | 819,027 | $19.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 785,322 | $18.9M |
| Citigroup Inc. | 0.01% | Add +332.0% | 774,121 | $18.7M |
| Blue Door Asset Management, LLC | 11.22% | Add +76.9% | 711,800 | $17.2M |
| Bank of New York Mellon Corp | 0.00% | Add +2.2% | 699,892 | $16.9M |
| Wellington Management Group LLP | 0.00% | Reduce -4.0% | 644,635 | $15.5M |
| Silvercrest Asset Management Group LLC | 0.10% | Add +25.7% | 601,241 | $14.5M |
| Deutsche Bank AG | 0.00% | Reduce -13.2% | 598,474 | $14.4M |
| BNP Paribas Financial Markets | 0.01% | Add +59.2% | 597,713 | $14.4M |
| Ra Capital Management, L.P. | 0.14% | Add +266.6% | 529,400 | $12.8M |
| Jennison Associates LLC | 0.01% | Reduce -41.5% | 516,149 | $12.4M |
| Loomis Sayles & Co. L P | 0.02% | New | 493,203 | $11.9M |
| Mawer Investment Management Ltd. | 0.07% | Add +34.2% | 453,169 | $10.9M |
| Parkman Healthcare Partners LLC | 1.11% | Add +20.1% | 443,058 | $10.7M |
| Walleye Capital LLC | 0.07% | New | 438,989 | $10.6M |
| Kingdon Capital Management, L.L.C. | 1.77% | Add +5.7% | 438,000 | $10.6M |
| Renaissance Technologies | 0.02% | Reduce -60.5% | 423,200 | $10.2M |
| Public Sector Pension Investment Board | 0.03% | Add +3.4% | 410,691 | $9.9M |
| Peregrine Capital Management LLC | 0.36% | Add +5.4% | 407,442 | $9.8M |
| Burkehill Global Management, LP | 0.50% | Reduce -33.3% | 400,000 | $9.6M |
| Susquehanna International Group, LLP | 0.01% | Add +67.0% | 389,069 | $9.4M |
| Main Street Financial Solutions, LLC | 0.68% | Add +15.1% | 387,750 | $9.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -20.2% | 378,281 | $9.1M |
| Sei Investments Co. | 0.01% | Add +33.5% | 370,818 | $8.9M |
| Nuveen, LLC | 0.00% | Reduce -24.2% | 357,687 | $8.6M |
| Ghisallo Capital Management LLC | 0.23% | No change | 350,000 | $8.4M |
| Invesco Ltd. | 0.00% | Reduce -88.9% | 345,486 | $8.3M |
| Rhenman & Partners Asset Management AB | 1.02% | New | 342,566 | $8.3M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -72.4% | 305,050 | $7.4M |
| Seven Grand Managers, LLC | 0.48% | No change | 300,000 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -55.8% | 296,252 | $7.1M |
| Rhumbline Advisers | 0.01% | Reduce -0.7% | 287,648 | $6.9M |
| Renaissance Group LLC | 0.27% | Add +34.7% | 271,601 | $6.5M |
| Bellevue Group AG | 0.15% | Add +6.0% | 256,139 | $6.2M |
| Legal & General Group Plc | 0.00% | Reduce -11.9% | 238,142 | $5.7M |
| HSBC Holdings PLC | 0.00% | New | 233,366 | $5.6M |
| Victory Capital Management Inc. | 0.00% | Reduce -4.8% | 232,517 | $5.6M |
| Swiss National Bank | 0.00% | Add +0.5% | 227,100 | $5.5M |
| Kennedy Capital Management LLC | 0.11% | Add +104.4% | 217,108 | $5.2M |
| Next Century Growth Investors LLC | 0.38% | Reduce -8.6% | 216,616 | $5.2M |
| State of Wisconsin Investment Board | 0.01% | Reduce -6.3% | 203,877 | $4.9M |
| Roubaix Capital, LLC | 2.25% | New | 200,167 | $4.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +9.3% | 195,734 | $4.7M |
| Lisanti Capital Growth, LLC | 1.14% | Add +1158.4% | 187,130 | $4.5M |
| Ieq Capital, LLC | 0.02% | Add +174.7% | 185,165 | $4.5M |
| Gotham Asset Management | 0.01% | Add +69.3% | 178,206 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.9% | 128,203 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +37.4% | 172,696 | $4.2M |
| Credit Agricole S A | 0.01% | Reduce -65.3% | 172,576 | $4.2M |
| Kornitzer Capital Management Inc. | 0.09% | No change | 172,380 | $4.2M |
| Quantinno Capital Management LP | 0.01% | Add +1399.7% | 163,915 | $4.0M |
| King Luther Capital Management Corp. | 0.02% | Reduce -21.4% | 155,390 | $3.7M |
| Two Sigma Investments, LP | 0.00% | Reduce -43.7% | 151,030 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Add +8.2% | 149,981 | $3.6M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | New | 145,977 | $3.5M |
| California State Teachers Retirement System | 0.00% | Add +32.8% | 140,729 | $3.4M |
| Corient Private Wealth LP | 0.00% | New | 134,039 | $3.3M |
| Creative Planning | 0.00% | Add +772.1% | 133,688 | $3.2M |
| Citadel Advisors | 0.00% | Add +37.0% | 129,975 | $3.1M |
| Blair William & Co. | 0.01% | Reduce -37.8% | 127,449 | $3.1M |
| Bullseye Asset Management LLC | 1.76% | Add +10.5% | 126,002 | $3.0M |
| Taproot Management LP | 0.54% | New | 119,532 | $2.9M |
| Prudential Financial Inc. | 0.00% | Add +1.1% | 116,780 | $2.8M |
| Mariner, LLC | 0.00% | New | 114,446 | $2.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 111,276 | $2.7M |
| Federated Hermes, Inc. | 0.00% | Reduce -89.2% | 100,613 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +39.3% | 98,560 | $2.4M |
| Lakewood Capital Management, LP | 0.15% | New | 96,700 | $2.3M |
| Schroder Investment Management Group | 0.00% | Reduce -8.2% | 97,551 | $2.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -43.5% | 87,500 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +41.0% | 87,202 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -13.1% | 85,111 | $2.1M |
| Mountain Pacific Investment Advisers LLC | 0.34% | Add +5.0% | 81,979 | $2.0M |
| Aurora Investment Counsel | 1.06% | Add +31.1% | 79,000 | $1.9M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -47.5% | 77,486 | $1.9M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -85.0% | 76,210 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | Add +29.8% | 70,716 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +52.6% | 67,581 | $1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -11.4% | 63,624 | $1.5M |
| Legato Capital Management LLC | 0.14% | New | 62,650 | $1.5M |
| Cwm, LLC | 0.00% | Add +4010.6% | 62,317 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.6% | 61,610 | $1.5M |
| Oak Ridge Investments LLC | 0.09% | Add +57.1% | 58,466 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +6.9% | 56,734 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.2% | 56,572 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -10.7% | 55,967 | $1.3M |
| F/m Investments LLC | 0.09% | Add +236.6% | 55,155 | $1.3M |
| Emerald Mutual Fund Advisers Trust | 0.06% | Add +236.6% | 55,155 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | New | 51,729 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.2% | 50,900 | $1.2M |
| Caption Management, LLC | 0.06% | New | 50,000 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +27.8% | 49,071 | $1.2M |
| Barclays PLC | 0.00% | Reduce -72.6% | 48,627 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -97.1% | 47,285 | $1.1M |
| Allstate Corp. | 0.01% | New | 46,895 | $1.1M |
| Renaissance Capital LLC | 0.81% | Reduce -25.0% | 52,021 | $1.1M |
| Group One Trading LLC | 0.04% | Add +11.0% | 45,756 | $1.1M |
| Capricorn Fund Managers Ltd | 0.17% | Reduce -93.8% | 45,709 | $1.1M |
| Vanguard Global Advisers, LLC | 0.00% | — | 45,613 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -65.9% | 44,789 | $1.1M |
| Lombard Odier Asset Management (Europe) Ltd | 0.08% | Reduce -42.0% | 40,000 | $964K |
| STRS Ohio | 0.00% | Reduce -21.9% | 39,674 | $957K |
| Mercer Global Advisors Inc. | 0.00% | New | 38,097 | $919K |
| Dimension Capital Management LLC | 0.12% | New | 35,705 | $861K |
| Main Management ETF Advisors, LLC | 0.03% | New | 35,460 | $855K |
| Fund 1 Investments, LLC | 0.11% | New | 3,260 | $843K |
| Cohen & Steers, Inc. | 0.00% | No change | 34,000 | $820K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 34,403 | $817K |
| Sterling Capital Management LLC | 0.02% | Reduce -17.6% | 33,646 | $811K |
| Intech Investment Management LLC | 0.01% | Reduce -64.8% | 33,179 | $800K |
| Amalgamated Bank | 0.01% | Reduce -1.1% | 32,905 | $793K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +27.2% | 31,607 | $762K |
| Arizona State Retirement System | 0.00% | Reduce -1.4% | 31,530 | $760K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.1% | 31,053 | $749K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 30,002 | $723K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 29,977 | $723K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 28,387 | $684K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 27,947 | $674K |
| SG Americas Securities, LLC | 0.00% | Add +30.3% | 27,043 | $652K |
| Franklin Resources Inc. | 0.00% | Reduce -94.1% | 26,834 | $647K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.4% | 26,200 | $632K |
| Fifth Third Bancorp | 0.00% | Add +15555.2% | 25,518 | $615K |
| KLP Kapitalforvaltning As | 0.00% | Add +3.7% | 25,300 | $610K |
| Handelsbanken Fonder AB | 0.00% | No change | 24,500 | $591K |
| New York State Teachers Retirement System | 0.00% | Reduce -13.1% | 24,303 | $586K |
| Freestone Grove Partners LP | 0.00% | Reduce -97.5% | 23,390 | $564K |
| First Trust Advisors LP | 0.00% | Reduce -68.0% | 22,803 | $550K |
| PNC Financial Services Group, Inc. | 0.00% | Add +36.7% | 21,514 | $519K |
| Graham Capital Management, L.P. | 0.02% | Reduce -46.9% | 20,988 | $506K |
| Royal Bank of Canada | 0.00% | Reduce -30.3% | 20,657 | $498K |
| PEAK6 LLC | 0.01% | Reduce -49.8% | 19,708 | $475K |
| LPL Financial LLC | 0.00% | Reduce -13.2% | 19,705 | $475K |
| Guidance Capital, Inc. | 0.11% | New | 22,952 | $473K |
| CenterBook Partners LP | 0.03% | New | 19,563 | $472K |
| Bridgefront Capital, LLC | 0.12% | New | 19,194 | $463K |
| Bleakley Financial Group, LLC | 0.01% | New | 19,096 | $460K |
| Pathstone Holdings, LLC | 0.00% | New | 18,316 | $442K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.0% | 17,487 | $422K |
| ProShare Advisors LLC | 0.00% | Reduce -19.9% | 17,195 | $415K |
| Squarepoint Ops LLC | 0.00% | Reduce -60.0% | 16,970 | $409K |
| Maryland State Retirement & Pension System | 0.01% | No change | 16,789 | $405K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 16,540 | $399K |
| WoodTrust Financial Corp | 0.05% | New | 15,900 | $383K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -54.2% | 15,378 | $371K |
| Gabelli Funds LLC | 0.00% | Add +76.5% | 15,000 | $362K |
| Captrust Financial Advisors | 0.00% | Reduce -94.5% | 14,853 | $358K |
| Smith Group Asset Management, LLC | 0.02% | Reduce -68.9% | 14,794 | $357K |
| Keebeck Wealth Management | 0.04% | Add +13.5% | 14,759 | $356K |
| Brighton Jones LLC | 0.01% | New | 13,860 | $334K |
| Focus Partners Wealth | 0.00% | New | 13,297 | $321K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.1% | 13,137 | $317K |
| Tidal Investments LLC | 0.00% | Add +53.4% | 12,800 | $309K |
| Azzad Asset Management Inc. | 0.03% | Reduce -49.3% | 12,365 | $298K |
| Cetera Investment Advisers | 0.00% | Add +10.0% | 12,294 | $296K |
| Swiss Life Asset Management Ltd | 0.00% | Add +15.2% | 11,543 | $278K |
| Guggenheim Capital LLC | 0.00% | Reduce -48.5% | 11,184 | $270K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +9.3% | 11,023 | $266K |
| Hohimer Wealth Management, LLC | 0.03% | New | 10,519 | $254K |
| Transcend Capital Advisors, LLC | 0.02% | Add +5.2% | 10,519 | $254K |
| Merit Financial Group, LLC | 0.00% | New | 10,465 | $252K |
| DRW Securities, LLC | 0.01% | New | 10,435 | $252K |
| Xponance LLC | 0.00% | Add +19.0% | 10,358 | $250K |
| City Center Advisors, LLC | 0.23% | Add +2.0% | 10,128 | $244K |
| Vontobel Holding Ltd. | 0.00% | Reduce -2.2% | 10,107 | $244K |
| Jefferies Financial Group Inc. | 0.00% | New | 9,652 | $233K |
| Bailard, Inc. | 0.01% | Reduce -29.4% | 9,590 | $231K |
| Aster Capital Management (DIFC) Ltd | 0.07% | New | 6,103 | $228K |
| Bridgewater Associates | 0.00% | Reduce -7.9% | 9,444 | $228K |
| Smithfield Trust Co | 0.01% | Add +23.1% | 9,305 | $225K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 8,838 | $213K |
| Evergreen Capital Management LLC | 0.00% | Reduce -10.4% | 8,589 | $207K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 8,405 | $203K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 8,365 | $202K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -27.6% | 8,184 | $197K |
| State of Wyoming | 0.02% | Reduce -35.6% | 8,182 | $197K |
| Central Pacific Bank - Trust Division | 0.03% | Add +50.5% | 8,170 | $197K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,686 | $185K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +11.4% | 7,251 | $175K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +149.9% | 5,998 | $145K |
| Cetera Trust Company, N.A | 0.08% | No change | 5,930 | $143K |
| GAMMA Investing LLC | 0.01% | Add +233.2% | 5,871 | $142K |
| SBI Okasan Asset Management Co.Ltd. | 0.01% | No change | 5,800 | $136K |
| Virtus Advisers, LLC | 0.06% | No change | 5,058 | $122K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -2.6% | 5,048 | $122K |
| 1620 Investment Advisors, Inc. | 0.08% | Add +111.0% | 4,991 | $120K |
| Larson Financial Group LLC | 0.00% | New | 4,901 | $118K |
| Walleye Trading LLC | 0.00% | Reduce -52.0% | 4,769 | $115K |
| Farther Finance Advisors, LLC | 0.00% | Add +19.3% | 4,725 | $112K |
| Pacer Advisors, Inc. | 0.00% | Add +14.8% | 3,609 | $87K |
| KBC Group NV | 0.00% | No change | 3,218 | $78K |
| MAI Capital Management | 0.00% | Add +3371.6% | 3,055 | $74K |
| Twin Tree Management, LP | 0.01% | Reduce -78.9% | 2,945 | $71K |
| RiverPark Advisors, LLC | 0.03% | Reduce -6.6% | 2,713 | $65K |
| Jones Financial Companies LLLP | 0.00% | Add +22.7% | 2,736 | $64K |
| Simplex Trading, LLC | 0.00% | Reduce -49.9% | 2,608 | $63K |
| Quadrant Capital Group LLC | 0.00% | Add +1472.8% | 2,485 | $60K |
| OP Asset Management Ltd | 0.00% | Reduce -94.7% | 2,391 | $58K |
| Allworth Financial LP | 0.00% | Add +575.7% | 2,304 | $56K |
| Covestor Ltd | 0.04% | Reduce -33.8% | 2,217 | $53K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +3939.6% | 2,141 | $52K |
| TD Waterhouse Canada Inc. | 0.00% | New | 2,000 | $47K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -98.3% | 1,893 | $46K |
| Essential Partners LLC | 0.01% | Add +1432.7% | 1,548 | $37K |
| Nisa Investment Advisors, LLC | 0.00% | Add +44.6% | 1,459 | $35K |
| Osaic Holdings, Inc. | 0.00% | Add +323.9% | 1,204 | $29K |
| Arax Advisory Partners | 0.00% | Add +1063.7% | 1,187 | $29K |
| Root Financial Partners, LLC | 0.00% | Add +6475.0% | 1,052 | $25K |
| Rockefeller Capital Management L.P. | 0.00% | Add +213.7% | 894 | $22K |
| First Horizon Corp. | 0.00% | Reduce -22.7% | 839 | $20K |
| Rothschild Investment LLC | 0.00% | Add +621.4% | 808 | $19K |
| Kemnay Advisory Services Inc. | 0.00% | Add +20.0% | 804 | $19K |
| IFP Advisors, Inc | 0.00% | New | 686 | $17K |
| UMB Bank, n.a. | 0.00% | Add +185.7% | 680 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 594 | $14K |
| Bessemer Group Inc. | 0.00% | New | 573 | $14K |
| J.Safra Asset Management Corp | 0.00% | Add +521.5% | 578 | $14K |
| Versant Capital Management, Inc | 0.00% | New | 567 | $14K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -78.2% | 553 | $13K |
| Signaturefd, LLC | 0.00% | New | 486 | $12K |
| Bare Financial Services, Inc | 0.00% | New | 448 | $11K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 335 | $8K |
| Harbour Investments, Inc. | 0.00% | Add +2.0% | 306 | $7K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -40.0% | 301 | $7K |
| MCF Advisors LLC | 0.00% | Add +17.1% | 287 | $7K |
| Private Trust Co. NA | 0.00% | Reduce -61.3% | 253 | $6K |
| Olistico Wealth, LLC | 0.00% | No change | 250 | $6K |
| Zions Bancorporation, National Association | 0.00% | New | 243 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -78.5% | 249 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +259.7% | 241 | $6K |
| Kilter Group LLC | 0.00% | New | 213 | $5K |
| Public Employees Retirement System of Ohio | 0.00% | New | 210 | $5K |
| SJS Investment Consulting Inc. | 0.00% | New | 182 | $4K |
| Assetmark, Inc. | 0.00% | Add +1911.1% | 181 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 172 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +709.5% | 170 | $4K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 140 | $3K |
| Parallel Advisors, LLC | 0.00% | New | 140 | $3K |
| True Wealth Design, LLC | 0.00% | Add +504.4% | 139 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | New | 118 | $3K |
| Parkside Financial Bank & Trust | 0.00% | New | 108 | $3K |
| Huntington National Bank | 0.00% | Add +10700.0% | 108 | $3K |
| Bell Investment Advisors, Inc | 0.00% | New | 100 | $2K |
| US Bancorp \de | 0.00% | Reduce -99.6% | 76 | $2K |
| CVA Family Office, LLC | 0.00% | New | 64 | $2K |
| LuminArx Capital Management LP | 0.00% | New | 62 | $1K |
| Marquette Asset Management, LLC | 0.00% | New | 56 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 55 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 53 | $1K |
| AdvisorNet Financial, Inc | 0.00% | New | 41 | $989 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 29 | $699 |
| Bogart Wealth, LLC | 0.00% | New | 21 | $506 |
| Cornerstone Planning Group LLC | 0.00% | New | 23 | $475 |
| Advisory Services Network, LLC | 0.00% | New | 19 | $458 |
| Physician Wealth Advisors, Inc. | 0.00% | Add +63.6% | 18 | $434 |
| TD Private Client Wealth LLC | 0.00% | No change | 18 | $434 |
| American Capital Advisory, LLC | 0.00% | New | 17 | $410 |
| Rossby Financial, LCC | 0.00% | Reduce -33.3% | 12 | $285 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 7 | $169 |
| Fortitude Family Office, LLC | 0.00% | New | 7 | $169 |
| JPL Wealth Management, LLC | 0.00% | New | 7 | $169 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -97.7% | 6 | $145 |
| Dunhill Financial, LLC | 0.00% | Reduce -33.3% | 2 | $69 |
| Hughes Financial Services, LLC | 0.00% | Reduce -33.3% | 2 | $48 |
| Curio Wealth, LLC | 0.00% | New | 1 | $24 |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -95.7% | 1 | $24 |
| Avion Wealth | 0.00% | New | 20 | $0 |
"% of holder's portfolio" is WAY's weight in each manager's 13F, not the share of Waystar Holding Corp. the manager owns.