Waystar (WAY) Institutional Ownership

$25.15 +0.14 (+0.56%)

As of 11:11 AM Eastern

Number of Institutional Buyers (last 12 months): 214
Total Institutional Inflows (last 12 months): $3.10B

Number of Institutional Sellers (last 12 months): 87
Total Institutional Outflows (last 12 months): $930.54M

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WAY Institutional Buying and Selling by Quarter

Waystar Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/24/2026	California State Teachers Retirement System	2,813,062	$57.75M	0.0%	+1,898.9%	1.467%
8/23/2026	Wedmont Private Capital	57,599	$1.29M	0.0%	N/A	0.030%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	169,608	$3.48M	0.0%	-13.3%	0.088%
8/19/2026	Hsbc Holdings PLC	187,312	$3.85M	0.0%	-19.7%	0.098%
8/19/2026	Wellington Management Group LLP	793,481	$16.29M	0.0%	+23.1%	0.414%
8/18/2026	Empowered Funds LLC	12,620	$259K	0.0%	N/A	0.007%
8/18/2026	Jefferies Financial Group Inc.	29,839	$613K	0.0%	N/A	0.016%
8/17/2026	Corient Private Wealth LP	59,509	$1.22M	0.0%	N/A	0.031%
8/17/2026	PointState Capital LP	1,030,502	$21.16M	0.3%	N/A	0.537%
8/17/2026	Bain Capital Venture Investors LLC	882,965	$18.13B	13.6%	N/A	0.460%
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8/17/2026	Bamco Inc. NY	1,787,600	$36.70M	0.1%	N/A	0.932%
8/17/2026	Bank of America Corp DE	2,583,119	$53.03M	0.0%	N/A	1.347%
8/15/2026	Advent International L.P.	11,059,899	$227.06M	1.3%	N/A	5.768%
8/15/2026	Jupiter Topco LLC	2,871,893	$58.96M	0.0%	N/A	1.498%
8/14/2026	Hsbc Holdings PLC	187,312	$3.85M	0.0%	N/A	0.098%
8/14/2026	Canada Pension Plan Investment Board	19,025,452	$390.59M	0.2%	N/A	9.922%
8/14/2026	Osterweis Capital Management Inc.	281,360	$5.78M	0.3%	N/A	0.147%
8/14/2026	Parkman Healthcare Partners LLC	203,986	$4.19M	0.4%	N/A	0.106%
8/14/2026	Legal & General Group Plc	258,131	$5.30M	0.0%	N/A	0.135%
8/14/2026	The Manufacturers Life Insurance Company	65,678	$1.35M	0.0%	N/A	0.034%
8/14/2026	Cetera Trust Company N.A	6,900	$142K	0.1%	N/A	0.004%
8/13/2026	Connor Clark & Lunn Investment Management Ltd.	12,323	$253K	0.0%	N/A	0.006%
8/12/2026	Ieq Capital LLC	41,497	$852K	0.0%	N/A	0.022%
8/12/2026	Keebeck Wealth Management	15,631	$321K	0.0%	N/A	0.008%
8/11/2026	Aurora Investment Counsel	85,951	$1.77M	0.9%	N/A	0.045%
8/7/2026	BlackRock Inc.	17,435,466	$357.95M	0.0%	N/A	9.093%
8/7/2026	Deutsche Bank AG	164,614	$3.38M	0.0%	N/A	0.086%
8/7/2026	Perigon Wealth Management LLC	42,770	$878K	0.0%	N/A	0.022%
8/7/2026	Simplicity Wealth LLC	38,183	$784K	0.0%	N/A	0.020%
8/7/2026	Diamond Hill Capital Management LLC Investment Advisor	2,109,793	$43.31M	0.3%	N/A	1.100%
8/6/2026	Bank of New York Mellon Corp	764,816	$15.70M	0.0%	N/A	0.399%
8/6/2026	State of Wyoming	3,609	$74K	0.0%	N/A	0.002%
7/10/2026	Handelsbanken Fonder AB	37,300	$766K	0.0%	+52.2%	0.019%
7/7/2026	GAMMA Investing LLC	2,227	$46K	0.0%	-62.1%	0.001%
7/7/2026	Central Pacific Bank Trust Division	10,820	$222K	0.0%	+32.4%	0.006%
7/7/2026	City Center Advisors LLC	14,545	$299K	0.2%	+43.6%	0.008%
6/15/2026	Lombard Odier Asset Management Europe Ltd	40,000	$964K	0.0%	-42.0%	0.021%
5/21/2026	Essential Partners LLC	1,548	$37K	0.0%	+1,432.7%	0.001%
5/19/2026	Bank of America Corp DE	2,065,258	$49.79M	0.0%	+61.8%	1.077%
5/19/2026	Janus Henderson Group PLC	1,991,050	$48.01M	0.0%	+152.1%	1.038%
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5/19/2026	Smith Group Asset Management LLC	14,794	$357K	0.0%	-68.9%	0.008%
5/18/2026	EverSource Wealth Advisors LLC	5,998	$145K	0.0%	+149.9%	0.003%
5/18/2026	California State Teachers Retirement System	140,729	$3.39M	0.0%	+32.8%	0.073%
5/16/2026	The Manufacturers Life Insurance Company	55,967	$1.35M	0.0%	-10.7%	0.029%
5/16/2026	Quantinno Capital Management LP	163,915	$3.95M	0.0%	+1,399.7%	0.085%
5/15/2026	Lombard Odier Asset Management Europe Ltd	40,000	$964K	0.1%	-42.0%	0.021%
5/14/2026	Renaissance Technologies LLC	423,200	$10.20M	0.0%	-60.5%	0.221%
5/14/2026	Gabelli Funds LLC	15,000	$362K	0.0%	+76.5%	0.008%
5/14/2026	Keebeck Wealth Management	14,759	$356K	0.0%	+13.5%	0.008%
5/14/2026	Clarkston Capital Partners LLC	950,531	$22.92M	1.7%	N/A	0.496%
5/14/2026	Sei Investments Co.	370,818	$8.94M	0.0%	+33.5%	0.193%
5/14/2026	State of Wyoming	8,182	$197K	0.0%	-35.6%	0.004%
5/13/2026	Cetera Investment Advisers	12,294	$296K	0.0%	+10.0%	0.006%
5/13/2026	First Trust Advisors LP	22,803	$550K	0.0%	-68.0%	0.012%
5/8/2026	PNC Financial Services Group Inc.	21,514	$519K	0.0%	+36.7%	0.011%
5/7/2026	Dimensional Fund Advisors LP	2,046,396	$49.33M	0.0%	+73.8%	1.067%
5/7/2026	Swiss National Bank	227,100	$5.48M	0.0%	+0.5%	0.118%
5/7/2026	Roubaix Capital LLC	200,167	$4.83M	2.3%	N/A	0.104%
5/6/2026	Jennison Associates LLC	516,149	$12.44M	0.0%	-41.5%	0.269%
5/6/2026	Aurora Investment Counsel	79,000	$1.91M	1.1%	+31.1%	0.041%
5/5/2026	Bank of New York Mellon Corp	699,892	$16.87M	0.0%	+2.2%	0.365%
5/5/2026	Illinois Municipal Retirement Fund	77,486	$1.87M	0.0%	-47.5%	0.040%
5/4/2026	Emerald Mutual Fund Advisers Trust	55,155	$1.33M	0.1%	+236.6%	0.029%
5/4/2026	Bleakley Financial Group LLC	19,096	$460K	0.0%	N/A	0.010%
5/4/2026	Principal Financial Group Inc.	819,027	$19.75M	0.0%	-0.9%	0.427%
5/1/2026	Fifth Third Bancorp	25,518	$615K	0.0%	+15,555.2%	0.013%
5/1/2026	Sequoia Financial Advisors LLC	8,405	$203K	0.0%	N/A	0.004%
4/30/2026	Hsbc Holdings PLC	233,366	$5.63M	0.0%	N/A	0.122%
4/30/2026	Azzad Asset Management Inc. ADV	12,365	$298K	0.0%	-49.3%	0.006%
4/27/2026	New York State Teachers Retirement System	24,303	$586K	0.0%	-13.1%	0.013%
4/25/2026	Strs Ohio	39,674	$957K	0.0%	-21.9%	0.021%
4/24/2026	Root Financial Partners LLC	1,052	$25K	0.0%	+6,475.0%	0.001%
4/24/2026	Capricorn Fund Managers Ltd	45,709	$1.10M	0.2%	-93.8%	0.024%
4/24/2026	Peregrine Capital Management LLC	407,442	$9.82M	0.4%	+5.4%	0.213%
4/22/2026	Fort Washington Investment Advisors Inc. OH	1,228,420	$29.62M	0.2%	+91.7%	0.641%
4/22/2026	Pictet Asset Management Holding SA	17,487	$422K	0.0%	+10.0%	0.009%
4/22/2026	Sterling Capital Management LLC	33,646	$811K	0.0%	-17.6%	0.018%
4/21/2026	Louisiana State Employees Retirement System	50,900	$1.23M	0.0%	N/A	0.027%
4/20/2026	OP Asset Management Ltd	2,391	$58K	0.0%	N/A	0.001%
4/17/2026	Mountain Pacific Investment Advisers LLC	81,979	$1.98M	0.3%	+5.0%	0.043%
4/16/2026	SG Americas Securities LLC	27,043	$652K	0.0%	+30.3%	0.014%
2/24/2026	Pacer Advisors Inc.	3,144	$103K	0.0%	+22.1%	0.002%
2/19/2026	Invesco Ltd.	3,113,123	$101.96M	0.0%	-0.5%	1.627%
2/18/2026	State of Tennessee Department of Treasury	54,465	$1.78M	0.0%	+188.2%	0.028%
2/18/2026	Empowered Funds LLC	3,778	$124K	0.0%	N/A	0.002%
2/18/2026	Zacks Investment Management	32,868	$1.08M	0.0%	-9.9%	0.017%
2/18/2026	Wellington Management Group LLP	671,733	$22.00M	0.0%	+373.8%	0.351%
2/18/2026	SummitTX Capital L.P.	181,487	$5.94M	0.2%	N/A	0.095%
2/18/2026	Symmetry Investments LP	62,000	$2.03M	0.2%	+77.1%	0.032%
2/18/2026	PointState Capital LP	2,773,241	$90.82M	1.3%	+32.1%	1.450%
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2/18/2026	Osterweis Capital Management Inc.	253,275	$8.30M	0.4%	+15.9%	0.132%
2/18/2026	Oxford Asset Management LLP	8,055	$264K	0.1%	N/A	0.004%
2/18/2026	Millennium Management LLC	2,914,618	$95.45M	0.0%	+26.4%	1.523%
2/18/2026	Main Street Financial Solutions LLC	336,900	$11.03M	0.8%	+12.3%	0.176%
2/18/2026	Janus Henderson Group PLC	789,691	$25.86M	0.0%	-10.9%	0.413%
2/18/2026	Gotham Asset Management LLC	105,238	$3.45M	0.0%	-44.1%	0.055%
2/18/2026	Cinctive Capital Management LP	46,315	$1.52M	0.1%	-37.1%	0.024%
2/18/2026	Balyasny Asset Management L.P.	507,637	$16.63M	0.0%	+134.1%	0.265%
2/18/2026	Bamco Inc. NY	1,393,634	$45.64M	0.1%	N/A	0.728%
2/18/2026	Boothbay Fund Management LLC	55,994	$1.83M	0.0%	-75.9%	0.029%

WAY Institutional Ownership - Frequently Asked Questions

During the previous two years, 346 institutional investors and hedge funds held shares of Waystar. The most heavily invested institutionals were Bain Capital Venture Investors LLC ($18.13B), Bain Capital Investors LLC ($502.20M), Vanguard Group Inc. ($403.84M), Canada Pension Plan Investment Board ($390.59M), BlackRock Inc. ($357.95M), Advent International L.P. ($227.06M), and Francisco Partners Management LP ($178.33M).Learn more on Waystar's institutional investors.

Of the 329 institutional investors that purchased Waystar's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advent International L.P. ($22.12M), Canada Pension Plan Investment Board ($19.03M), BlackRock Inc. ($17.44M), Vanguard Group Inc. ($7.41M), Norges Bank ($5.76M), Bank of America Corp DE ($4.37M), and Alliancebernstein L.P. ($3.34M).

Institutional investors have bought a total of 116,377,492 shares in the last 24 months. This purchase volume represents approximately $3.10B in transactions.

Of the 87 institutional investors that sold Waystar's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lombard Odier Asset Management Europe Ltd ($5.99M), Bain Capital Investors LLC ($4.81M), Royal Bank of Canada ($2.24M), Alyeska Investment Group L.P. ($1.68M), JPMorgan Chase & Co. ($1.48M), UBS Group AG ($1.26M), and Healthcare of Ontario Pension Plan Trust Fund ($1.25M).

Institutional investors have sold a total of 27,472,851 shares in the last 24 months. This volume of shares sold represents approximately $930.54M in transactions.

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Institutional ownership data for NASDAQ:WAY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.

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Waystar (WAY) Institutional Ownership

WAY Institutional Buying and Selling by Quarter

Waystar Major Shareholders & Ownership History

WAY Institutional Ownership - Frequently Asked Questions

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Waystar (WAY) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Waystar (NASDAQ:WAY)

WAY Institutional Buying and Selling by Quarter

Waystar Major Shareholders & Ownership History

WAY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WAY shares?

Which institutional investors have been buying Waystar's stock?

How much institutional buying is happening at Waystar?

Which of Waystar's major shareholders have been selling company stock?

How much institutional selling is happening at Waystar?

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