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Waystar (WAY) Institutional Ownership

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$23.47 0.00 (0.00%)
Closing price 09/11/2026 04:00 PM Eastern
Extended Trading
$23.65 +0.18 (+0.76%)
As of 07:29 AM Eastern
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Institutional Ownership Changes (13F Filings) for Waystar (NASDAQ:WAY)

Number of
Institutional Buyers
(last 12 months)
216
Total
Institutional Inflows
(last 12 months)
$3.10B
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$932.20M
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WAY Institutional Buying and Selling by Quarter

Waystar Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Tidal Investments LLC29,070$597K0.0%+127.1%0.015%
9/9/2026 WINTON GROUP Ltd169,913$3.49M0.1%N/A0.089%
9/9/2026 Baird Financial Group Inc.91,979$1.89M0.0%-6.7%0.048%
8/27/2026 Corient Private Wealth LP59,431$1.22M0.0%-55.7%0.031%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al14,200$292K0.0%N/A0.007%
8/24/2026 California State Teachers Retirement System2,813,062$57.75M0.0%+1,898.9%1.467%
8/23/2026 Wedmont Private Capital57,599$1.29M0.0%N/A0.030%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC169,608$3.48M0.0%-13.3%0.088%
8/19/2026 Hsbc Holdings PLC187,312$3.85M0.0%-19.7%0.098%
8/19/2026 Wellington Management Group LLP793,481$16.29M0.0%+23.1%0.414%
8/18/2026 Empowered Funds LLC12,620$259K0.0%N/A0.007%
8/18/2026Jefferies Financial Group Inc.29,839$613K0.0%N/A0.016%
8/17/2026 Corient Private Wealth LP59,509$1.22M0.0%N/A0.031%
8/17/2026 PointState Capital LP1,030,502$21.16M0.3%N/A0.537%
8/17/2026 Bain Capital Venture Investors LLC882,965$18.13M0.0%N/A0.460%
8/17/2026 Bamco Inc. NY1,787,600$36.70M0.1%N/A0.932%
8/17/2026 Bank of America Corp DE2,583,119$53.03M0.0%N/A1.347%
8/15/2026 Advent International L.P.11,059,899$227.06M1.3%N/A5.768%
8/15/2026 Jupiter Topco LLC2,871,893$58.96M0.0%N/A1.498%
8/14/2026 Hsbc Holdings PLC187,312$3.85M0.0%N/A0.098%
8/14/2026 Canada Pension Plan Investment Board19,025,452$390.59M0.2%N/A9.922%
8/14/2026 Osterweis Capital Management Inc.281,360$5.78M0.3%N/A0.147%
8/14/2026 Parkman Healthcare Partners LLC203,986$4.19M0.4%N/A0.106%
8/14/2026 Legal & General Group Plc258,131$5.30M0.0%N/A0.135%
8/14/2026 The Manufacturers Life Insurance Company65,678$1.35M0.0%N/A0.034%
8/14/2026 Cetera Trust Company N.A6,900$142K0.1%N/A0.004%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.12,323$253K0.0%N/A0.006%
8/12/2026 Ieq Capital LLC41,497$852K0.0%N/A0.022%
8/12/2026 Keebeck Wealth Management15,631$321K0.0%N/A0.008%
8/11/2026 Aurora Investment Counsel85,951$1.77M0.9%N/A0.045%
8/7/2026 BlackRock Inc.17,435,466$357.95M0.0%N/A9.093%
8/7/2026 Deutsche Bank AG164,614$3.38M0.0%N/A0.086%
8/7/2026 Perigon Wealth Management LLC42,770$878K0.0%N/A0.022%
8/7/2026 Simplicity Wealth LLC38,183$784K0.0%N/A0.020%
8/7/2026 Diamond Hill Capital Management LLC Investment Advisor2,109,793$43.31M0.3%N/A1.100%
8/6/2026 Bank of New York Mellon Corp764,816$15.70M0.0%N/A0.399%
8/6/2026 State of Wyoming3,609$74K0.0%N/A0.002%
7/10/2026 Handelsbanken Fonder AB37,300$766K0.0%+52.2%0.019%
7/7/2026 GAMMA Investing LLC2,227$46K0.0%-62.1%0.001%
7/7/2026 Central Pacific Bank Trust Division10,820$222K0.0%+32.4%0.006%
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7/7/2026 City Center Advisors LLC14,545$299K0.2%+43.6%0.008%
6/15/2026 Lombard Odier Asset Management Europe Ltd40,000$964K0.0%-42.0%0.021%
5/21/2026 Essential Partners LLC1,548$37K0.0%+1,432.7%0.001%
5/19/2026 Bank of America Corp DE2,065,258$49.79M0.0%+61.8%1.077%
5/19/2026Janus Henderson Group PLC1,991,050$48.01M0.0%+152.1%1.038%
5/19/2026 Smith Group Asset Management LLC14,794$357K0.0%-68.9%0.008%
5/18/2026 EverSource Wealth Advisors LLC5,998$145K0.0%+149.9%0.003%
5/18/2026 California State Teachers Retirement System140,729$3.39M0.0%+32.8%0.073%
5/16/2026 The Manufacturers Life Insurance Company55,967$1.35M0.0%-10.7%0.029%
5/16/2026 Quantinno Capital Management LP163,915$3.95M0.0%+1,399.7%0.085%
5/15/2026 Lombard Odier Asset Management Europe Ltd40,000$964K0.1%-42.0%0.021%
5/14/2026 Renaissance Technologies LLC423,200$10.20M0.0%-60.5%0.221%
5/14/2026 Gabelli Funds LLC15,000$362K0.0%+76.5%0.008%
5/14/2026 Keebeck Wealth Management14,759$356K0.0%+13.5%0.008%
5/14/2026 Clarkston Capital Partners LLC950,531$22.92M1.7%N/A0.496%
5/14/2026 Sei Investments Co.370,818$8.94M0.0%+33.5%0.193%
5/14/2026 State of Wyoming8,182$197K0.0%-35.6%0.004%
5/13/2026 Cetera Investment Advisers12,294$296K0.0%+10.0%0.006%
5/13/2026 First Trust Advisors LP22,803$550K0.0%-68.0%0.012%
5/8/2026 PNC Financial Services Group Inc.21,514$519K0.0%+36.7%0.011%
5/7/2026 Dimensional Fund Advisors LP2,046,396$49.33M0.0%+73.8%1.067%
5/7/2026 Swiss National Bank227,100$5.48M0.0%+0.5%0.118%
5/7/2026 Roubaix Capital LLC200,167$4.83M2.3%N/A0.104%
5/6/2026 Jennison Associates LLC516,149$12.44M0.0%-41.5%0.269%
5/6/2026 Aurora Investment Counsel79,000$1.91M1.1%+31.1%0.041%
5/5/2026 Bank of New York Mellon Corp699,892$16.87M0.0%+2.2%0.365%
5/5/2026 Illinois Municipal Retirement Fund77,486$1.87M0.0%-47.5%0.040%
5/4/2026 Emerald Mutual Fund Advisers Trust55,155$1.33M0.1%+236.6%0.029%
5/4/2026 Bleakley Financial Group LLC19,096$460K0.0%N/A0.010%
5/4/2026 Principal Financial Group Inc.819,027$19.75M0.0%-0.9%0.427%
5/1/2026 Fifth Third Bancorp25,518$615K0.0%+15,555.2%0.013%
5/1/2026 Sequoia Financial Advisors LLC8,405$203K0.0%N/A0.004%
4/30/2026 Hsbc Holdings PLC233,366$5.63M0.0%N/A0.122%
4/30/2026 Azzad Asset Management Inc. ADV12,365$298K0.0%-49.3%0.006%
4/27/2026 New York State Teachers Retirement System24,303$586K0.0%-13.1%0.013%
4/25/2026 Strs Ohio39,674$957K0.0%-21.9%0.021%
4/24/2026 Root Financial Partners LLC1,052$25K0.0%+6,475.0%0.001%
4/24/2026 Capricorn Fund Managers Ltd45,709$1.10M0.2%-93.8%0.024%
4/24/2026 Peregrine Capital Management LLC407,442$9.82M0.4%+5.4%0.213%
4/22/2026 Fort Washington Investment Advisors Inc. OH1,228,420$29.62M0.2%+91.7%0.641%
4/22/2026 Pictet Asset Management Holding SA17,487$422K0.0%+10.0%0.009%
4/22/2026 Sterling Capital Management LLC33,646$811K0.0%-17.6%0.018%
4/21/2026 Louisiana State Employees Retirement System50,900$1.23M0.0%N/A0.027%
4/20/2026 OP Asset Management Ltd2,391$58K0.0%N/A0.001%
4/17/2026 Mountain Pacific Investment Advisers LLC81,979$1.98M0.3%+5.0%0.043%
4/16/2026 SG Americas Securities LLC27,043$652K0.0%+30.3%0.014%
2/24/2026 Pacer Advisors Inc.3,144$103K0.0%+22.1%0.002%
2/19/2026 Invesco Ltd.3,113,123$101.96M0.0%-0.5%1.627%
2/18/2026 State of Tennessee Department of Treasury54,465$1.78M0.0%+188.2%0.028%
2/18/2026 Empowered Funds LLC3,778$124K0.0%N/A0.002%
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2/18/2026 Zacks Investment Management32,868$1.08M0.0%-9.9%0.017%
2/18/2026 Wellington Management Group LLP671,733$22.00M0.0%+373.8%0.351%
2/18/2026 SummitTX Capital L.P.181,487$5.94M0.2%N/A0.095%
2/18/2026 Symmetry Investments LP62,000$2.03M0.2%+77.1%0.032%
2/18/2026 PointState Capital LP2,773,241$90.82M1.3%+32.1%1.450%
2/18/2026 Osterweis Capital Management Inc.253,275$8.30M0.4%+15.9%0.132%
2/18/2026 Oxford Asset Management LLP8,055$264K0.1%N/A0.004%
2/18/2026 Millennium Management LLC2,914,618$95.45M0.0%+26.4%1.523%
2/18/2026 Main Street Financial Solutions LLC336,900$11.03M0.8%+12.3%0.176%
2/18/2026Janus Henderson Group PLC789,691$25.86M0.0%-10.9%0.413%


WAY Institutional Ownership - Frequently Asked Questions

During the previous two years, 348 institutional investors and hedge funds held shares of Waystar. The most heavily invested institutionals were 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), Francisco Partners Management LP ($178.33M), and William Blair Investment Management LLC ($172.99M).Learn more on Waystar's institutional investors.

Of the 331 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 116,446,354 shares in the last 24 months. This purchase volume represents approximately $3.10B in transactions.

Of the 89 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 27,554,040 shares in the last 24 months. This volume of shares sold represents approximately $932.20M in transactions.



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 9/9/2026. New 13F filings are added each quarter as they're published.
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