Free Trial
→ Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (From Altimetry) (Ad)tc pixel Free WAY Stock Alerts

Waystar (WAY) Institutional Ownership

Waystar logo
$24.81 -0.54 (-2.13%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$24.80 0.00 (-0.02%)
As of 10/2/2026 07:36 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
215
Total
Institutional Inflows
(last 12 months)
$3.04B
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$932.20M
Get WAY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Waystar stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WAY Institutional Buying and Selling by Quarter

Waystar Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Tidal Investments LLC29,070$597K0.0%+127.1%0.015%
9/9/2026WINTON GROUP Ltd169,913$3.49M0.1%N/A0.089%
9/9/2026Baird Financial Group Inc.91,979$1.89M0.0%-6.7%0.048%
8/27/2026Corient Private Wealth LP59,431$1.22M0.0%-55.7%0.031%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al14,200$292K0.0%N/A0.007%
8/23/2026Wedmont Private Capital57,599$1.29M0.0%N/A0.030%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC169,608$3.48M0.0%-13.3%0.088%
8/19/2026Hsbc Holdings PLC187,312$3.85M0.0%-19.7%0.098%
8/19/2026Wellington Management Group LLP793,481$16.29M0.0%+23.1%0.414%
8/18/2026Empowered Funds LLC12,620$259K0.0%N/A0.007%
8/18/2026Jefferies Financial Group Inc.29,839$613K0.0%N/A0.016%
8/17/2026Corient Private Wealth LP59,509$1.22M0.0%N/A0.031%
8/17/2026PointState Capital LP1,030,502$21.16M0.3%N/A0.537%
8/17/2026Bain Capital Venture Investors LLC882,965$18.13M0.0%N/A0.460%
8/17/2026Bamco Inc. NY1,787,600$36.70M0.1%N/A0.932%
8/17/2026Bank of America Corp DE2,583,119$53.03M0.0%N/A1.347%
8/15/2026Advent International L.P.11,059,899$227.06M1.3%N/A5.768%
8/15/2026Jupiter Topco LLC2,871,893$58.96M0.0%N/A1.498%
8/14/2026Hsbc Holdings PLC187,312$3.85M0.0%N/A0.098%
8/14/2026Canada Pension Plan Investment Board19,025,452$390.59M0.2%N/A9.922%
8/14/2026Osterweis Capital Management Inc.281,360$5.78M0.3%N/A0.147%
8/14/2026Parkman Healthcare Partners LLC203,986$4.19M0.4%N/A0.106%
8/14/2026Legal & General Group Plc258,131$5.30M0.0%N/A0.135%
8/14/2026The Manufacturers Life Insurance Company65,678$1.35M0.0%N/A0.034%
8/14/2026Cetera Trust Company N.A6,900$142K0.1%N/A0.004%
8/13/2026Connor Clark & Lunn Investment Management Ltd.12,323$253K0.0%N/A0.006%
8/12/2026Ieq Capital LLC41,497$852K0.0%N/A0.022%
8/12/2026Keebeck Wealth Management15,631$321K0.0%N/A0.008%
8/11/2026Aurora Investment Counsel85,951$1.77M0.9%N/A0.045%
8/7/2026BlackRock Inc.17,435,466$357.95M0.0%N/A9.093%
8/7/2026Deutsche Bank AG164,614$3.38M0.0%N/A0.086%
8/7/2026Perigon Wealth Management LLC42,770$878K0.0%N/A0.022%
8/7/2026Simplicity Wealth LLC38,183$784K0.0%N/A0.020%
8/7/2026Diamond Hill Capital Management LLC Investment Advisor2,109,793$43.31M0.3%N/A1.100%
8/6/2026Bank of New York Mellon Corp764,816$15.70M0.0%N/A0.399%
8/6/2026State of Wyoming3,609$74K0.0%N/A0.002%
7/10/2026Handelsbanken Fonder AB37,300$766K0.0%+52.2%0.019%
7/7/2026GAMMA Investing LLC2,227$46K0.0%-62.1%0.001%
7/7/2026Central Pacific Bank Trust Division10,820$222K0.0%+32.4%0.006%
7/7/2026City Center Advisors LLC14,545$299K0.2%+43.6%0.008%
MILLIONAIRE MASTERCLASS INVITE: Altucher (Ad)

James Altucher says Elon Musk is preparing an unprecedented project set to surface on December 8th. Altucher is hosting a free masterclass revealing what he says is locked inside a sealed briefcase detailing Musk's plans. Attendees who join early can also access a $1,000 bonus offer included with the presentation.tc pixel

Watch James Altucher's free masterclass before December 8th
6/15/2026Lombard Odier Asset Management Europe Ltd40,000$964K0.0%-42.0%0.021%
5/21/2026Essential Partners LLC1,548$37K0.0%+1,432.7%0.001%
5/19/2026Bank 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%
5/19/2026Smith Group Asset Management LLC14,794$357K0.0%-68.9%0.008%
5/18/2026EverSource Wealth Advisors LLC5,998$145K0.0%+149.9%0.003%
5/18/2026California State Teachers Retirement System140,729$3.39M0.0%+32.8%0.073%
5/16/2026The Manufacturers Life Insurance Company55,967$1.35M0.0%-10.7%0.029%
5/16/2026Quantinno Capital Management LP163,915$3.95M0.0%+1,399.7%0.085%
5/15/2026Lombard Odier Asset Management Europe Ltd40,000$964K0.1%-42.0%0.021%
5/14/2026Renaissance Technologies LLC423,200$10.20M0.0%-60.5%0.221%
5/14/2026Gabelli Funds LLC15,000$362K0.0%+76.5%0.008%
5/14/2026Keebeck Wealth Management14,759$356K0.0%+13.5%0.008%
5/14/2026Clarkston Capital Partners LLC950,531$22.92M1.7%N/A0.496%
5/14/2026Sei Investments Co.370,818$8.94M0.0%+33.5%0.193%
5/14/2026State of Wyoming8,182$197K0.0%-35.6%0.004%
5/13/2026Cetera Investment Advisers12,294$296K0.0%+10.0%0.006%
5/13/2026First Trust Advisors LP22,803$550K0.0%-68.0%0.012%
5/8/2026PNC Financial Services Group Inc.21,514$519K0.0%+36.7%0.011%
5/7/2026Dimensional Fund Advisors LP2,046,396$49.33M0.0%+73.8%1.067%
5/7/2026Swiss National Bank227,100$5.48M0.0%+0.5%0.118%
5/7/2026Roubaix Capital LLC200,167$4.83M2.3%N/A0.104%
5/6/2026Jennison Associates LLC516,149$12.44M0.0%-41.5%0.269%
5/6/2026Aurora Investment Counsel79,000$1.91M1.1%+31.1%0.041%
5/5/2026Bank of New York Mellon Corp699,892$16.87M0.0%+2.2%0.365%
5/5/2026Illinois Municipal Retirement Fund77,486$1.87M0.0%-47.5%0.040%
5/4/2026Emerald Mutual Fund Advisers Trust55,155$1.33M0.1%+236.6%0.029%
5/4/2026Bleakley Financial Group LLC19,096$460K0.0%N/A0.010%
5/4/2026Principal Financial Group Inc.819,027$19.75M0.0%-0.9%0.427%
5/1/2026Fifth Third Bancorp25,518$615K0.0%+15,555.2%0.013%
5/1/2026Sequoia Financial Advisors LLC8,405$203K0.0%N/A0.004%
4/30/2026Hsbc Holdings PLC233,366$5.63M0.0%N/A0.122%
4/30/2026Azzad Asset Management Inc. ADV12,365$298K0.0%-49.3%0.006%
4/27/2026New York State Teachers Retirement System24,303$586K0.0%-13.1%0.013%
4/25/2026Strs Ohio39,674$957K0.0%-21.9%0.021%
4/24/2026Root Financial Partners LLC1,052$25K0.0%+6,475.0%0.001%
4/24/2026Capricorn Fund Managers Ltd45,709$1.10M0.2%-93.8%0.024%
4/24/2026Peregrine Capital Management LLC407,442$9.82M0.4%+5.4%0.213%
4/22/2026Fort Washington Investment Advisors Inc. OH1,228,420$29.62M0.2%+91.7%0.641%
4/22/2026Pictet Asset Management Holding SA17,487$422K0.0%+10.0%0.009%
4/22/2026Sterling Capital Management LLC33,646$811K0.0%-17.6%0.018%
4/21/2026Louisiana State Employees Retirement System50,900$1.23M0.0%N/A0.027%
4/20/2026OP Asset Management Ltd2,391$58K0.0%N/A0.001%
4/17/2026Mountain Pacific Investment Advisers LLC81,979$1.98M0.3%+5.0%0.043%
4/16/2026SG Americas Securities LLC27,043$652K0.0%+30.3%0.014%
2/24/2026Pacer Advisors Inc.3,144$103K0.0%+22.1%0.002%
2/19/2026Invesco Ltd.3,113,123$101.96M0.0%-0.5%1.627%
2/18/2026State of Tennessee Department of Treasury54,465$1.78M0.0%+188.2%0.028%
2/18/2026Empowered Funds LLC3,778$124K0.0%N/A0.002%
2/18/2026Zacks Investment Management32,868$1.08M0.0%-9.9%0.017%
A new type of AI could unleash gains of up to 10,000% (Ad)

A new AI category called Accelerated AI is starting to gain traction, and most investors haven't caught on yet. Early movers in past technology shifts have seen outsized results, and this emerging niche is drawing comparisons. Get the name and ticker of the leading Accelerated AI company making waves right now.tc pixel

Click here to see the Accelerated AI stock getting attention now
2/18/2026Wellington Management Group LLP671,733$22.00M0.0%+373.8%0.351%
2/18/2026SummitTX Capital L.P.181,487$5.94M0.2%N/A0.095%
2/18/2026Symmetry Investments LP62,000$2.03M0.2%+77.1%0.032%
2/18/2026PointState Capital LP2,773,241$90.82M1.3%+32.1%1.450%
2/18/2026Osterweis Capital Management Inc.253,275$8.30M0.4%+15.9%0.132%
2/18/2026Oxford Asset Management LLP8,055$264K0.1%N/A0.004%
2/18/2026Millennium Management LLC2,914,618$95.45M0.0%+26.4%1.523%
2/18/2026Main 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%
2/18/2026Gotham Asset Management LLC105,238$3.45M0.0%-44.1%0.055%


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 330 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 113,764,027 shares in the last 24 months. This purchase volume represents approximately $3.04B 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.


Related Companies

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.
From Our Partners
Elon Warns "America Will Go Bankrupt". Trump's Plan Inside.
National debt just crossed 40 trillion dollars, and Elon Musk says America is 1,000% going to go bankrupt with...
American Hartford Gold | Sponsoredtc pixel
WATCH THIS BEFORE DECEMBER 8th!!
James Altucher says a quiet government filing could reveal Elon Musk's biggest move yet, and almost nobody has...
Paradigm Press | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
A major gold reset could be closer than people think
For 50 years, Washington has held 8,133 tonnes of gold on its books at a fraction of today's market price. One...
Reagan Gold Group | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
"How Much Can I Actually Spend Each Year With $2.5M Saved?"
Having $2.5 million saved puts you ahead of most Americans, but how long it lasts depends on the decisions you...
SmartAsset | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel