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WAY in the 13F filings

Waystar HLDG Corp · CUSIP 946784105

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
25
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 8 listed it in both
Shares listed
37,820,652
combined, among listed positions
Reported value
$1.2bn
combined, at the quarter end

Among the 92 comparable managers: 15 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +6,664,521.

Managers listing WAY in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

25 of 25 holders

ActionFiling
Fidelity (FMR LLC)14,037,109$460munder 0.1%Added+9,191,15717 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC5,470,932$179m0.13%Added+244,69627 Oct 2026 (the filing on sec.gov)
Artisan Partners LP3,164,546$104m0.16%Added+646,15617 Feb 2026 (the filing on sec.gov)
Invesco Ltd3,113,123$102munder 0.1%Trimmed-17,10719 Feb 2026 (the filing on sec.gov)
Millennium Management LLC2,914,618$95munder 0.1%Added+809,19717 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,611,445$53munder 0.1%Added+318,00717 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP1,189,722$39m0.08%Added+1,145,01817 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,072,300$35m0.05%Trimmed-23,60012 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP944,380$31m0.22%Trimmed-23,05517 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd789,691$26munder 0.1%Trimmed-96,24317 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP780,305$26munder 0.1%Added+66,47917 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP671,733$22munder 0.1%Added+529,97017 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC507,637$17munder 0.1%Added+290,76617 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors495,000$16munder 0.1%Newnew11 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP268,158$8.8munder 0.1%Trimmed-818,03217 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP233,002$7.6munder 0.1%Trimmed-53,54117 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP139,206$4.6munder 0.1%Trimmed-3,276,23617 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC94,894$3.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC83,900$2.7munder 0.1%Trimmed-41,75113 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC64,737$2.1munder 0.1%Added+7,25317 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.53,952$1.8munder 0.1%Trimmed-36,89217 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC52,498$1.7munder 0.1%Added+13,79917 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC42,425$1.4munder 0.1%Trimmed-98,73813 Feb 2026 (the filing on sec.gov)
Winton Group Ltd15,083$494kunder 0.1%Added+37511 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP10,256$336kunder 0.1%Added+4,86213 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (9)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
3 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

051015Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WAY by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20247$199m70
Q3 20243$177m06
Q4 20245$216m32
Q1 202511$416m110
Q2 202514$730m113
Q3 202512$684m93
Q4 20257$499m1519
Q1 20265$316m1017
Q2 20266$248m1412

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WAY and GOOGL →WAY and AMZN →WAY and MSFT →Choose a stock to compare with WAY →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WAY, latest filings →Back to the 13F Explorer →