Waystar HoldingWAY
13F holders, Q2 2026 (June 30)301holders −6
65new positions
74sold out
5famous investors
$20.53avg. 13F price*
At the end of Q2 2026, 301 institutions reported holding Waystar Holding Corp. (WAY) in their 13F filings, down 6 from Q1 2026. 65 opened new positions and 74 sold out. The largest holders were EQT Fund Management S.a r.l. ($510.8M), Canada Pension Plan Investment Board ($390.6M) and BlackRock, Inc. ($358.0M). 5 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 Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Waystar Holding Corp.
- CUSIP
- 946784105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $165.5M |
| Exits | 74 | $141.8M |
All 13F filers, Q1 2026 → Q2 2026: 25,008,384 shares bought and 19,372,173 shares sold, net +5,636,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| EQT Fund Management S.a r.l. | 59.21% | No change | 24,879,437 | $510.8M |
| Canada Pension Plan Investment Board | 0.22% | No change | 19,025,452 | $390.6M |
| BlackRock, Inc. | 0.01% | Add +4.6% | 17,435,466 | $358.0M |
| FMR LLC | 0.01% | Add +0.6% | 15,045,567 | $308.9M |
| Bain Capital Investors LLC | 5.65% | No change | 13,243,539 | $271.9M |
| Advent International, L.P. | 1.28% | No change | 11,059,899 | $227.1M |
| Vanguard Portfolio Management LLC | 0.01% | Add +3.4% | 6,626,263 | $136.0M |
| Goldentree Asset Management LP | 7.38% | Add +38.6% | 6,160,110 | $126.3M |
| Vanguard Capital Management LLC | 0.00% | Add +1.1% | 5,200,460 | $106.8M |
| Bank of Montreal | 0.04% | Add +50.3% | 5,189,386 | $106.5M |
| State Street Corp. | 0.00% | Add +6.6% | 4,572,108 | $93.9M |
| Artisan Partners Limited Partnership | 0.12% | Reduce -16.5% | 3,679,251 | $75.5M |
| Millennium Management | 0.05% | Add +72.9% | 3,652,355 | $75.0M |
| Neuberger Berman Group LLC | 0.05% | Reduce -22.2% | 3,634,210 | $74.6M |
| Geode Capital Management, LLC | 0.00% | Add +6.8% | 3,088,690 | $63.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +71.0% | 2,938,152 | $60.3M |
| UBS Group AG | 0.01% | Add +34.0% | 2,884,399 | $59.2M |
| Jupiter Topco LLC | 0.02% | — | 2,871,893 | $59.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +30.0% | 2,660,854 | $54.6M |
| Bank of America Corp. | 0.00% | Add +25.1% | 2,583,119 | $53.0M |
| Massachusetts Financial Services Co. | 0.01% | Add +43.8% | 2,275,354 | $46.7M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.35% | Add +31.6% | 2,109,793 | $43.3M |
| Morgan Stanley | 0.00% | Add +107.1% | 1,986,453 | $40.8M |
| Baron Capital (BAMCO) | 0.06% | Reduce -23.1% | 1,787,600 | $36.7M |
| Fort Washington Investment Advisors Inc. | 0.17% | Add +32.7% | 1,630,411 | $33.5M |
| Oberweis Asset Management Inc./ | 0.67% | Add +36.1% | 1,589,364 | $32.6M |
| Clarkston Capital Partners, LLC | 2.71% | Add +64.1% | 1,560,190 | $32.0M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -2.4% | 1,558,103 | $32.0M |
| Greenvale Capital LLP | 3.39% | New | 1,500,000 | $30.8M |
| Capital Research Global Investors | 0.00% | Reduce -9.0% | 1,465,299 | $30.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.7% | 1,281,944 | $26.3M |
| Northern Trust Corp. | 0.00% | Add +13.1% | 1,265,725 | $26.0M |
| Avenir Corp. | 2.86% | Add +17.6% | 1,144,717 | $23.5M |
| JPMorgan Chase & Co. | 0.00% | Add +4.8% | 1,078,601 | $21.7M |
| Alta Fox Capital Management, LLC | 4.29% | New | 1,039,000 | $21.3M |
| PointState Capital LP | 0.37% | Reduce -72.7% | 1,030,502 | $21.2M |
| Select Equity Group, L.P. | 0.11% | Add +8.7% | 1,003,417 | $20.6M |
| Blue Door Asset Management, LLC | 10.29% | Add +36.8% | 974,000 | $20.0M |
| Sio Capital Management, LLC | 3.26% | Reduce -43.6% | 925,834 | $19.0M |
| Citigroup Inc. | 0.01% | Add +17.4% | 909,148 | $18.7M |
| Bain Capital Venture Investors, LLC | 13.65% | No change | 882,965 | $18.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -66.4% | 880,172 | $18.1M |
| Sunriver Management LLC | 2.76% | New | 855,000 | $17.6M |
| Systematic Financial Management LP | 0.35% | New | 848,499 | $17.4M |
| Principal Financial Group Inc. | 0.01% | Add +3.2% | 845,102 | $17.3M |
| Wellington Management Group LLP | 0.00% | Add +23.1% | 793,481 | $16.3M |
| Bank of New York Mellon Corp | 0.00% | Add +9.3% | 764,816 | $15.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -3.0% | 761,484 | $15.6M |
| Loomis Sayles & Co. L P | 0.02% | Add +34.5% | 663,156 | $13.6M |
| Balyasny Asset Management L.P. | 0.03% | Add +761.0% | 656,138 | $13.5M |
| Longaeva Partners L.P. | 0.37% | New | 631,729 | $13.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -1.9% | 586,668 | $12.0M |
| ArrowMark Colorado Holdings LLC | 0.50% | Reduce -73.4% | 585,430 | $12.0M |
| AQR Capital Management | 0.00% | Reduce -54.5% | 555,502 | $11.4M |
| Norges Bank | 0.00% | — | 554,218 | $11.4M |
| Ra Capital Management, L.P. | 0.09% | No change | 529,400 | $10.9M |
| Mawer Investment Management Ltd. | 0.07% | Add +5.9% | 480,069 | $9.9M |
| Raymond James Financial Inc. | 0.00% | Add +206.0% | 458,926 | $9.4M |
| Peregrine Capital Management LLC | 0.28% | Add +4.6% | 426,367 | $8.8M |
| USS Investment Management Ltd | 0.03% | New | 410,131 | $8.4M |
| Public Sector Pension Investment Board | 0.02% | Reduce -3.7% | 395,398 | $8.1M |
| Invesco Ltd. | 0.00% | Add +13.4% | 391,662 | $8.0M |
| Main Street Financial Solutions, LLC | 0.51% | Reduce -0.0% | 387,650 | $8.0M |
| Nuveen, LLC | 0.00% | Add +6.1% | 379,649 | $7.8M |
| Renaissance Group LLC | 0.30% | Add +32.0% | 358,495 | $7.4M |
| Marathon Capital Management | 1.31% | New | 315,265 | $6.5M |
| Bellevue Group AG | 0.13% | Add +14.6% | 293,592 | $6.0M |
| Weiss Asset Management LP | 0.10% | New | 289,107 | $5.9M |
| Osterweis Capital Management Inc. | 0.31% | New | 281,360 | $5.8M |
| Farallon Capital Management, L.L.C. | 0.03% | New | 264,900 | $5.4M |
| Legal & General Group Plc | 0.00% | Add +8.4% | 258,131 | $5.3M |
| Rhumbline Advisers | 0.00% | Reduce -10.8% | 256,505 | $5.3M |
| Sei Investments Co. | 0.00% | Reduce -31.5% | 254,049 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.2% | 245,245 | $5.0M |
| Kennedy Capital Management LLC | 0.09% | Add +10.0% | 238,797 | $4.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.9% | 237,602 | $4.9M |
| Swiss National Bank | 0.00% | Add +1.6% | 230,700 | $4.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -6.2% | 218,149 | $4.5M |
| Walleye Capital LLC | 0.02% | Reduce -50.9% | 215,664 | $4.4M |
| Parkman Healthcare Partners LLC | 0.43% | Reduce -54.0% | 203,986 | $4.2M |
| Qube Research & Technologies Ltd | 0.00% | New | 201,114 | $4.1M |
| Roubaix Capital, LLC | 1.41% | Reduce -4.5% | 191,234 | $3.9M |
| State of Wisconsin Investment Board | 0.01% | Reduce -7.3% | 189,062 | $3.9M |
| HSBC Holdings PLC | 0.00% | Reduce -19.7% | 187,312 | $3.8M |
| Blair William & Co. | 0.01% | Add +43.7% | 183,189 | $3.8M |
| Rhenman & Partners Asset Management AB | 0.35% | Reduce -47.9% | 178,566 | $3.7M |
| Vanguard Global Advisers, LLC | 0.00% | Add +287.7% | 176,854 | $3.6M |
| Mariner, LLC | 0.00% | Add +54.0% | 176,297 | $3.6M |
| Kornitzer Capital Management Inc. | 0.07% | No change | 172,380 | $3.5M |
| WINTON GROUP Ltd | 0.11% | New | 169,913 | $3.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -13.3% | 169,608 | $3.5M |
| Deutsche Bank AG | 0.00% | Reduce -72.5% | 164,614 | $3.4M |
| Bullseye Asset Management LLC | 1.71% | Add +30.4% | 164,250 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Add +4.8% | 134,290 | $3.2M |
| Nomura Asset Management International Inc. | 0.00% | New | 138,100 | $2.8M |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 137,022 | $2.8M |
| Gotham Asset Management | 0.01% | Reduce -26.5% | 130,940 | $2.7M |
| Cerity Partners LLC | 0.00% | Reduce -24.7% | 130,072 | $2.7M |
| Prudential Financial Inc. | 0.00% | Add +10.5% | 129,090 | $2.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +97.3% | 111,934 | $2.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +0.3% | 111,552 | $2.3M |
| Caption Management, LLC | 0.08% | Add +110.0% | 105,000 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +1155.2% | 104,997 | $2.2M |
| AE Wealth Management LLC | 0.01% | New | 103,556 | $2.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +111.0% | 103,532 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +125.7% | 101,080 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -22.4% | 100,825 | $2.1M |
| Ghisallo Capital Management LLC | 0.05% | Reduce -71.4% | 100,000 | $2.1M |
| XTX Topco Ltd | 0.03% | New | 99,566 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +42.1% | 96,033 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +11.2% | 94,679 | $1.9M |
| Schroder Investment Management Group | 0.00% | Reduce -1.8% | 95,787 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.7% | 91,979 | $1.9M |
| Aurora Investment Counsel | 0.91% | Add +8.8% | 85,951 | $1.8M |
| Norden Group LLC | 0.14% | New | 84,891 | $1.7M |
| Marshall Wace, LLP | 0.00% | New | 74,438 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Reduce -54.9% | 73,906 | $1.5M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Reduce -50.1% | 72,768 | $1.5M |
| Allstate Corp. | 0.01% | Add +51.8% | 71,185 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Add +529.5% | 70,403 | $1.4M |
| Bleakley Financial Group, LLC | 0.02% | Add +266.1% | 69,917 | $1.4M |
| Larson Financial Group LLC | 0.04% | Add +1323.4% | 69,759 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | New | 69,578 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +17.4% | 65,678 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Add +6.5% | 65,604 | $1.3M |
| ARGA Investment Management, LP | 0.03% | New | 64,450 | $1.3M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -17.7% | 63,772 | $1.3M |
| Wedmont Private Capital | 0.04% | New | 57,599 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -55.7% | 59,431 | $1.2M |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -33.1% | 58,363 | $1.2M |
| Creative Planning | 0.00% | Reduce -56.5% | 58,179 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -9.9% | 57,337 | $1.2M |
| Mountain Pacific Investment Advisers LLC | 0.18% | Reduce -30.3% | 57,164 | $1.2M |
| Blackstone Inc. | 0.00% | New | 56,351 | $1.2M |
| F/m Investments LLC | 0.06% | Add +1.1% | 55,775 | $1.1M |
| Emerald Mutual Fund Advisers Trust | 0.04% | Add +1.1% | 55,775 | $1.1M |
| Voya Investment Management LLC | 0.00% | Add +7.8% | 50,954 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.0% | 50,400 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +303.2% | 49,564 | $1.0M |
| Credit Agricole S A | 0.00% | Reduce -72.2% | 48,000 | $985K |
| Pathstone Holdings, LLC | 0.00% | Add +147.2% | 45,279 | $930K |
| Merit Financial Group, LLC | 0.01% | Add +330.2% | 45,021 | $924K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -38.8% | 43,262 | $888K |
| Perigon Wealth Management, LLC | 0.01% | New | 42,770 | $878K |
| Drive Wealth Management, LLC | 0.15% | New | 41,507 | $852K |
| Ieq Capital, LLC | 0.00% | Reduce -77.6% | 41,497 | $852K |
| New York State Common Retirement Fund | 0.00% | Reduce -89.4% | 40,100 | $823K |
| Savant Capital, LLC | 0.00% | New | 38,601 | $815K |
| Simplicity Wealth,LLC | 0.03% | New | 38,183 | $784K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -33.0% | 37,901 | $778K |
| Barclays PLC | 0.00% | Reduce -23.1% | 37,396 | $768K |
| Handelsbanken Fonder AB | 0.00% | Add +52.2% | 37,300 | $766K |
| Main Management ETF Advisors, LLC | 0.02% | Add +2.5% | 36,360 | $746K |
| Dimension Capital Management LLC | 0.09% | No change | 35,705 | $733K |
| Elo Mutual Pension Insurance Co | 0.01% | Add +124.9% | 34,591 | $710K |
| Cohen & Steers, Inc. | 0.00% | No change | 34,000 | $698K |
| Capricorn Fund Managers Ltd | 0.06% | Reduce -26.2% | 33,718 | $692K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +10.1% | 33,021 | $678K |
| New York State Teachers Retirement System | 0.00% | Add +35.4% | 32,914 | $676K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.2% | 32,626 | $670K |
| Arizona State Retirement System | 0.00% | Add +0.7% | 31,734 | $651K |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Reduce -89.8% | 31,274 | $642K |
| Yousif Capital Management, LLC | 0.01% | Add +0.6% | 31,245 | $641K |
| Amalgamated Bank | 0.00% | Reduce -6.3% | 30,830 | $633K |
| PNC Financial Services Group, Inc. | 0.00% | Add +42.0% | 30,558 | $627K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 29,977 | $615K |
| Jefferies Financial Group Inc. | 0.01% | Add +209.2% | 29,839 | $613K |
| Smith Group Asset Management, LLC | 0.02% | Add +97.4% | 29,201 | $599K |
| Tidal Investments LLC | 0.00% | Add +127.1% | 29,070 | $597K |
| Intech Investment Management LLC | 0.01% | Reduce -13.8% | 28,611 | $587K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 27,947 | $574K |
| Guidance Capital, Inc. | 0.12% | Add +6.5% | 24,442 | $566K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 26,200 | $538K |
| KLP Kapitalforvaltning As | 0.00% | No change | 25,300 | $519K |
| Fifth Third Bancorp | 0.00% | Reduce -1.4% | 25,163 | $517K |
| Ponta Wealth Partners, LLC | 0.26% | New | 23,967 | $492K |
| Triad Wealth Partners, LLC | 0.03% | New | 21,405 | $485K |
| ExodusPoint Capital Management, LP | 0.00% | New | 20,866 | $428K |
| LPL Financial LLC | 0.00% | Add +4.1% | 20,520 | $421K |
| McAdam, LLC | 0.02% | New | 20,181 | $414K |
| Brown Wealth Management, LLC | 0.09% | New | 20,118 | $413K |
| IMC-Chicago, LLC | 0.00% | New | 20,020 | $411K |
| VestGen Advisors, LLC | 0.01% | New | 19,480 | $400K |
| CenterBook Partners LP | 0.02% | Reduce -2.0% | 19,180 | $394K |
| US Bancorp \de | 0.00% | Add +24515.8% | 18,708 | $384K |
| Ascent Group, LLC | 0.01% | New | 18,424 | $378K |
| Allen Capital Group, LLC | 0.03% | New | 17,788 | $365K |
| Pictet Asset Management Holding SA | 0.00% | No change | 17,487 | $359K |
| Maryland State Retirement & Pension System | 0.01% | No change | 16,789 | $345K |
| ProShare Advisors LLC | 0.00% | Reduce -6.9% | 16,005 | $329K |
| WoodTrust Financial Corp | 0.04% | No change | 15,900 | $326K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -58.9% | 15,677 | $322K |
| Keebeck Wealth Management | 0.03% | Add +5.9% | 15,631 | $321K |
| Gabelli Funds LLC | 0.00% | No change | 15,000 | $308K |
| PEAK6 LLC | 0.01% | Reduce -24.4% | 14,899 | $306K |
| City Center Advisors, LLC | 0.24% | Add +43.6% | 14,545 | $299K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 14,425 | $296K |
| Royal Bank of Canada | 0.00% | Reduce -30.2% | 14,413 | $296K |
| Financial Planning Navigators CORP | 0.11% | New | 14,378 | $295K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 14,200 | $292K |
| Swiss Life Asset Management Ltd | 0.00% | Add +21.4% | 14,009 | $288K |
| Keel Point, LLC | 0.02% | New | 13,895 | $285K |
| Truist Financial Corp. | 0.00% | New | 13,801 | $283K |
| SG Americas Securities, LLC | 0.00% | Reduce -49.3% | 13,703 | $281K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.3% | 13,181 | $271K |
| Empowered Funds, LLC | 0.00% | New | 12,620 | $259K |
| Wexford Capital LP | 0.04% | New | 12,438 | $255K |
| Azzad Asset Management Inc. | 0.02% | No change | 12,365 | $254K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +11.8% | 12,323 | $253K |
| Smithfield Trust Co | 0.01% | Add +25.7% | 11,695 | $241K |
| Xponance LLC | 0.00% | Add +7.5% | 11,140 | $229K |
| Fieldview Capital Management, LLC | 0.07% | New | 11,139 | $229K |
| Central Pacific Bank - Trust Division | 0.02% | Add +32.4% | 10,820 | $222K |
| Hohimer Wealth Management, LLC | 0.02% | Add +0.6% | 10,584 | $217K |
| Lazard Asset Management LLC | 0.00% | New | 10,531 | $216K |
| Entropy Technologies, LP | 0.01% | New | 10,522 | $216K |
| Stifel Financial Corp. | 0.00% | New | 10,453 | $215K |
| Inspire Investing, LLC | 0.01% | New | 9,666 | $198K |
| Axxion S.A. | 0.01% | — | 8,105 | $166K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,686 | $158K |
| 1620 Investment Advisors, Inc. | 0.10% | Add +51.5% | 7,560 | $155K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +13460.4% | 7,187 | $148K |
| Cetera Trust Company, N.A | 0.07% | Add +16.4% | 6,900 | $142K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.9% | 6,714 | $138K |
| Osaic Holdings, Inc. | 0.00% | Add +389.9% | 5,899 | $121K |
| SBI Okasan Asset Management Co.Ltd. | 0.00% | No change | 5,800 | $116K |
| Pacer Advisors, Inc. | 0.00% | Add +47.5% | 5,325 | $109K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -3.9% | 4,853 | $100K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.7% | 4,757 | $97K |
| Arax Advisory Partners | 0.00% | Add +291.9% | 4,652 | $96K |
| State of Wyoming | 0.01% | Reduce -55.9% | 3,609 | $74K |
| Covestor Ltd | 0.04% | Add +55.3% | 3,443 | $71K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -59.9% | 3,285 | $67K |
| Jones Financial Companies LLLP | 0.00% | Add +22.6% | 3,354 | $67K |
| KBC Group NV | 0.00% | No change | 3,218 | $66K |
| Group One Trading LLC | 0.00% | Reduce -93.4% | 3,040 | $62K |
| Nisa Investment Advisors, LLC | 0.00% | Add +60.9% | 2,347 | $48K |
| Sterling Capital Management LLC | 0.00% | Reduce -93.3% | 2,256 | $46K |
| GAMMA Investing LLC | 0.00% | Reduce -62.1% | 2,227 | $46K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,000 | $43K |
| Federated Hermes, Inc. | 0.00% | Reduce -97.9% | 2,084 | $43K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -8.7% | 1,729 | $35K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -19.4% | 1,725 | $35K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +57.6% | 936 | $22K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 1,071 | $22K |
| Optiver Holding B.V. | 0.00% | New | 1,003 | $21K |
| Nykredit A/S | 0.00% | — | 950 | $20K |
| Simplex Trading, LLC | 0.00% | Reduce -64.8% | 917 | $19K |
| Kilter Group LLC | 0.01% | Add +300.0% | 852 | $17K |
| Kemnay Advisory Services Inc. | 0.00% | Add +5.8% | 851 | $17K |
| IFP Advisors, Inc | 0.00% | Add +22.3% | 839 | $17K |
| Allworth Financial LP | 0.00% | Reduce -64.9% | 808 | $17K |
| First Horizon Corp. | 0.00% | Reduce -9.2% | 762 | $16K |
| Bare Financial Services, Inc | 0.00% | Add +65.4% | 741 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 704 | $14K |
| Tokio Marine Asset Management Co. Ltd. | 0.00% | New | 644 | $13K |
| Toronto Dominion Bank | 0.00% | New | 618 | $13K |
| Los Angeles Capital Management LLC | 0.00% | No change | 553 | $11K |
| UMB Bank, n.a. | 0.00% | Reduce -18.8% | 552 | $11K |
| Public Employees Retirement System of Ohio | 0.00% | Add +145.2% | 515 | $11K |
| J.Safra Asset Management Corp | 0.00% | Reduce -16.8% | 481 | $10K |
| Private Trust Co. NA | 0.00% | Add +63.6% | 414 | $8K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -63.1% | 330 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +31.1% | 316 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 307 | $6K |
| CoreCap Advisors, LLC | 0.00% | New | 301 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Add +75.3% | 298 | $6K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -18.3% | 246 | $5K |
| Olistico Wealth, LLC | 0.00% | No change | 250 | $5K |
| Essential Partners LLC | 0.00% | Reduce -83.9% | 249 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 249 | $5K |
| Versant Capital Management, Inc | 0.00% | Reduce -61.9% | 216 | $4K |
| Millstone Evans Group, LLC | 0.00% | New | 207 | $4K |
| Parallel Advisors, LLC | 0.00% | Add +30.0% | 182 | $4K |
| Fulcrum Asset Management LLP | 0.00% | New | 178 | $4K |
| Zions Bancorporation, National Association | 0.00% | Reduce -29.2% | 172 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 151 | $3K |
| Bessemer Group Inc. | 0.00% | Reduce -77.8% | 127 | $3K |
| Huntington National Bank | 0.00% | Add +14.8% | 124 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -84.8% | 123 | $3K |
| Private Wealth Management Group, LLC | 0.00% | New | 100 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1566.7% | 100 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +9200.0% | 93 | $2K |
| High Note Wealth, LLC | 0.00% | New | 81 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -32.0% | 68 | $1K |
| Freestone Grove Partners LP | 0.00% | Reduce -99.8% | 58 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 55 | $1K |
| True Wealth Design, LLC | 0.00% | Reduce -65.5% | 48 | $986 |
| Global Retirement Partners, LLC | 0.00% | — | 45 | $924 |
| Stone House Investment Management, LLC | 0.00% | New | 36 | $739 |
| Signaturefd, LLC | 0.00% | Reduce -92.8% | 35 | $719 |
| JFS Wealth Advisors, LLC | 0.00% | New | 28 | $575 |
| TD Private Client Wealth LLC | 0.00% | Reduce -16.7% | 15 | $308 |
| Creative Capital Management Investments LLC | 0.00% | New | 13 | $267 |
| Gilpin Wealth Management, LLC | 0.00% | New | 11 | $226 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -96.7% | 6 | $124 |
| Davis Capital Management | 0.00% | New | 6 | $123 |
| HFM Investment Advisors, LLC | 0.00% | New | 4 | $83 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $43 |
| LRI Investments, LLC | 0.00% | New | 2 | $41 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $21 |
"% of holder's portfolio" is WAY's weight in each manager's 13F, not the share of Waystar Holding Corp. the manager owns.