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Waystar Holding Corp. (WAY) institutional ownership

Latest close $23.12 Jul 27, 2026
Market cap$4.6B 52-week range SectorTechnology
Funds holding · Q1 2026
338
reported WAY position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net bought $152M
183 buyers · 155 sellers

Waystar Holding Corp. (WAY) price and institutional activity

Dates

Q1 2026

$879M bought by 183 investors
Goldentree Asset Management LP$118MBank of Montreal$91M +181 more
$727M sold by 155 investors
William Blair Investment Management, LLC-$140MInvesco Ltd.-$73M +153 more
Bought Sold Totals per quarter; hover a bar for the names.

Waystar Holding Corp. (WAY) institutional activity · 338

Investor Type Est. change Change Δ Own Date
William Blair Investment Management, LLC · Exited −$140M
Change −5.3M Δ Own −100.0% Date Q1 2026
William Blair Investment Management, LLC Exited· Q1 2026 −$140M −5.3M −100.0% Q1 2026
Goldentree Asset Management LP · New +$118M
Change +4.4M Date Q1 2026
Goldentree Asset Management LP New· Q1 2026 +$118M +4.4M Q1 2026
Bank of Montreal · Added +$91M
Change +3.4M Date Q1 2026
Bank of Montreal Added· Q1 2026 +$91M +3.4M Q1 2026
Invesco Ltd. · Reduced −$73M
Change −2.8M Δ Own −88.9% Date Q1 2026
Invesco Ltd. Reduced· Q1 2026 −$73M −2.8M −88.9% Q1 2026
Rtw Investments, LP · New +$43M
Change +1.6M Date Q1 2026
Rtw Investments, LP New· Q1 2026 +$43M +1.6M Q1 2026
Diamond Hill Capital Management Inc · New +$43M
Change +1.6M Date Q1 2026
Diamond Hill Capital Management Inc New· Q1 2026 +$43M +1.6M Q1 2026
Massachusetts Financial Services Co · New +$42M
Change +1.6M Date Q1 2026
Massachusetts Financial Services Co New· Q1 2026 +$42M +1.6M Q1 2026
Voya Investment Management LLC · Reduced −$41M
Change −1.6M Date Q1 2026
Voya Investment Management LLC Reduced· Q1 2026 −$41M −1.6M Q1 2026
Norges · Exited −$36M
Change −1.4M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$36M −1.4M −100.0% Q1 2026
Artisan Partners Limited Partnership · Added +$33M
Change +1.2M Date Q1 2026
Artisan Partners Limited Partnership Added· Q1 2026 +$33M +1.2M Q1 2026
Janus Henderson Group PLC · Added +$32M
Change +1.2M Date Q1 2026
Janus Henderson Group PLC Added· Q1 2026 +$32M +1.2M Q1 2026
Holocene Advisors, LP · Exited −$32M
Change −1.2M Δ Own −100.0% Date Q1 2026
Holocene Advisors, LP Exited· Q1 2026 −$32M −1.2M −100.0% Q1 2026
AQR Capital Management LLC · Added +$31M
Change +1.2M Date Q1 2026
AQR Capital Management LLC Added· Q1 2026 +$31M +1.2M Q1 2026
Capital Research Global Investors · Added +$30M
Change +1.1M Δ Own +225.2% Date Q1 2026
Capital Research Global Investors Added· Q1 2026 +$30M +1.1M +225.2% Q1 2026
Sio Capital Management, LLC · Added +$27M
Change +1.0M Date Q1 2026
Sio Capital Management, LLC Added· Q1 2026 +$27M +1.0M Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 338

Famous investor activity in Waystar Holding Corp. (WAY)

Waystar Holding Corp. (WAY) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Hawkins Matthew J. · Director Sell −$852K
Price $23.09 Qty −37K Owned 927K ΔOwn −3.8% Trade date Jul 16, 2026 Filed date Jul 17, 2026
Hawkins Matthew J. Director Sell $23.09 −37K −$852K 927K −3.8% Jul 16, 2026 Jul 17, 2026
Hawkins Matthew J. · Director 2 operations 0
Price $4.14 Owned 1.4M Trade date Jul 16, 2026 Filed date Jul 17, 2026
Hawkins Matthew J. Director 2 operations $4.14 0 1.4M Jul 16, 2026 Jul 17, 2026
Hawkins Matthew J. · Director Sell −$762K
Price $23.02 Qty −33K Owned 927K ΔOwn −3.4% Trade date Jul 15, 2026 Filed date Jul 17, 2026
Hawkins Matthew J. Director Sell $23.02 −33K −$762K 927K −3.4% Jul 15, 2026 Jul 17, 2026
Hawkins Matthew J. · Director 2 operations 0
Price $4.14 Owned 1.4M Trade date Jul 15, 2026 Filed date Jul 17, 2026
Hawkins Matthew J. Director 2 operations $4.14 0 1.4M Jul 15, 2026 Jul 17, 2026
Hawkins Matthew J. · Director Tax withholding or exercise payment (F) -$918K
Price $19.23 Qty -48K Owned 927K Trade date Jun 9, 2026 Filed date Jun 9, 2026
Hawkins Matthew J. Director Tax withholding or exercise payment (F) $19.23 -48K -$918K 927K Jun 9, 2026 Jun 9, 2026
Wittman Kimberly S. · Officer Tax withholding or exercise payment (F) -$53K
Price $19.23 Qty -3K Owned 270K Trade date Jun 9, 2026 Filed date Jun 9, 2026
Wittman Kimberly S. Officer Tax withholding or exercise payment (F) $19.23 -3K -$53K 270K Jun 9, 2026 Jun 9, 2026
Bridge T. Craig · Officer Tax withholding or exercise payment (F) -$235K
Price $19.23 Qty -12K Owned 659K Trade date Jun 9, 2026 Filed date Jun 9, 2026
Bridge T. Craig Officer Tax withholding or exercise payment (F) $19.23 -12K -$235K 659K Jun 9, 2026 Jun 9, 2026
Oreskovich Steven M. · CFO Tax withholding or exercise payment (F) -$242K
Price $19.23 Qty -13K Owned 424K Trade date Jun 9, 2026 Filed date Jun 9, 2026
Oreskovich Steven M. CFO Tax withholding or exercise payment (F) $19.23 -13K -$242K 424K Jun 9, 2026 Jun 9, 2026
Miller Melissa F. (missy) · Officer Tax withholding or exercise payment (F) -$56K
Price $19.23 Qty -3K Owned 252K Trade date Jun 9, 2026 Filed date Jun 9, 2026
Miller Melissa F. (missy) Officer Tax withholding or exercise payment (F) $19.23 -3K -$56K 252K Jun 9, 2026 Jun 9, 2026
Schremser Christopher L. · Officer Tax withholding or exercise payment (F) -$284K
Price $19.23 Qty -15K Owned 495K Trade date Jun 9, 2026 Filed date Jun 9, 2026
Schremser Christopher L. Officer Tax withholding or exercise payment (F) $19.23 -15K -$284K 495K Jun 9, 2026 Jun 9, 2026
Demichiei Robert · Director Grant (A) 9K
Owned 46K Trade date Jun 3, 2026 Filed date Jun 3, 2026
Demichiei Robert Director Grant (A) 9K 46K Jun 3, 2026 Jun 3, 2026
Gupta Aashima · Director Grant (A) 9K
Owned 14K Trade date Jun 3, 2026 Filed date Jun 3, 2026
Gupta Aashima Director Grant (A) 9K 14K Jun 3, 2026 Jun 3, 2026
Roman Michael F. · Director Grant (A) 9K
Owned 14K Trade date Jun 3, 2026 Filed date Jun 3, 2026
Roman Michael F. Director Grant (A) 9K 14K Jun 3, 2026 Jun 3, 2026
Riefberg Vivian E. · Director Grant (A) 9K
Owned 23K Trade date Jun 3, 2026 Filed date Jun 3, 2026
Riefberg Vivian E. Director Grant (A) 9K 23K Jun 3, 2026 Jun 3, 2026
Miller Heidi · Director Grant (A) 9K
Owned 41K Trade date Jun 3, 2026 Filed date Jun 3, 2026
Miller Heidi Director Grant (A) 9K 41K Jun 3, 2026 Jun 3, 2026
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Waystar Holding Corp. (WAY) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Derby Luxco S.A R.l. 48.7M
% of shares outstanding 28.3% Filing date Nov 8, 2024
Derby Luxco S.A R.l. 48.7M 28.3% Nov 8, 2024
Canada Pension Plan Investment Board 37.2M
% of shares outstanding 21.6% Filing date Nov 14, 2024
Canada Pension Plan Investment Board 37.2M 21.6% Nov 14, 2024
Bcpe Derby Investor, LP 28.0M
% of shares outstanding 16.3% Filing date Nov 14, 2024
Bcpe Derby Investor, LP 28.0M 16.3% Nov 14, 2024
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Waystar Holding Corp. (WAY) ownership FAQ

Who owns WAY?

338 reporting institutions disclosed WAY position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.