Security Snapshot

Waystar Holding Corp. - COMMON STOCK (WAY) Institutional Ownership

CUSIP: 946784105

13F Institutional Holders and Ownership History from Q2 2024 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

190

Shares (Excl. Options)

76.71MFull value: 76,706,050 · shares · 30 Sep 2026

Price

$25.34

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

Save this security page for your next review

Watchlists follow companies and investors, across their share classes. Bookmark this page to revisit this specific CUSIP and its quarterly holders. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-985,505
Value change
+$3,841,768
Number of holders
190
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
192,357,518
SEC-reported price per share
$26.65
Insider filing price
$26.65
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • WAY - Waystar Holding Corp. - COMMON STOCK is tracked under CUSIP 946784105.
  • 190 institutions reported positions in Q3 2026.
  • 6 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 302 to 190 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $4.35BFull value: $4,345,596,824 · USD · 30 Jun 2026
    to
    $1.94BFull value: $1,944,657,595 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 190 institutions filings for Q3 2026.

Open SEC evidence

Security key

946784105

13F reference period

Q3 2026

13F holders

190

13D/G owners

6

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
6
Security
WAY
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Derby LuxCo S.a r.l. 14% -24% $943,428,251 -$294,490,057 24,879,437 -24% Derby LuxCo S.a r.l. 30 Sep 2025
FMR LLC 12% +22% $635,664,653 +$112,152,687 23,852,332 +21% FMR LLC 30 Sep 2026
CANADA PENSION PLAN INVESTMENT BOARD 9.9% -31% $721,445,140 -$225,198,272 19,025,452 -24% Canada Pension Plan Investment Board 30 Sep 2025
BlackRock, Inc. 9.1% $603,909,028 15,925,871 BlackRock, Inc. 30 Sep 2025
BCPE Derby Investor, LP 5.9% -33% $429,622,224 -$156,086,076 11,329,700 -27% BCPE Derby (DE) SPV, LP 30 Sep 2025
ADVENT INTERNATIONAL, L.P. 5.8% $419,388,052 11,059,899 ADVENT INTERNATIONAL, L.P. 01 Oct 2025
As of 30 Sep 2026, 190 institutional investors reported holding
76.71MFull value: 76,706,050 · shares · 30 Sep 2026
shares of Waystar Holding Corp. - COMMON STOCK (WAY). This represents 40% of the company’s total
192.36MFull value: 192,357,518 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
36%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
EQT Fund Management S.a r.l. 13% 24,879,437 0% 67% $630,444,934
VANGUARD PORTFOLIO MANAGEMENT LLC 3.4% 6,495,905 -2% 0.01% $164,606,233
VANGUARD CAPITAL MANAGEMENT LLC 2.7% 5,231,321 +0.59% 0% $132,561,674
STATE STREET CORP 2.5% 4,746,527 +3.8% 0% $120,276,994
DIMENSIONAL FUND ADVISORS LP 1.8% 3,458,980 +30% 0.02% $87,646,750
GEODE CAPITAL MANAGEMENT, LLC 1.7% 3,223,787 +4.4% 0% $81,705,323
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.5% 2,806,564 +23% 0.03% $71,118,332
Diamond Hill Capital Management, LLC (Investment Advisor) 1.1% 2,149,946 +1.9% 0.59% $54,479,632
MORGAN STANLEY 1.1% 2,031,089 +2.2% 0% $51,467,797
Clarkston Capital Partners, LLC 0.95% 1,817,864 +17% 4.2% $46,064,674
NEUBERGER BERMAN GROUP LLC 0.9% 1,726,719 -52% 0.03% $43,755,060
AVENIR CORP 0.79% 1,516,419 +32% 4.7% $38,426,057
Thrivent Financial for Lutherans 0.76% 1,455,880 -6.6% 0.06% $36,892,000
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.67% 1,297,662 -20% 0.17% $32,882,755
Mawer Investment Management Ltd. 0.55% 1,056,456 +120% 0.2% $26,770,595
BLAIR WILLIAM & CO/IL 0.54% 1,048,311 +472% 0.07% $26,564,201
Public Sector Pension Investment Board 0.44% 854,971 +116% 0.05% $22,408,790
VANGUARD FIDUCIARY TRUST CO 0.41% 791,453 +3.9% 0% $20,055,419
NEXT CENTURY GROWTH INVESTORS LLC 0.31% 600,394 0.97% $15,213,984
Champlain Investment Partners, LLC 0.29% 562,029 0.49% $14,241,815
RAYMOND JAMES FINANCIAL INC 0.24% 464,920 +1.3% 0% $11,781,073
First Eagle Investment Management, LLC 0.24% 463,042 0.02% $11,733,484
PEREGRINE CAPITAL MANAGEMENT LLC 0.21% 410,468 -3.7% 0.35% $10,401,259
Invesco Ltd. 0.21% 408,280 +4.2% 0% $10,345,816
BNP PARIBAS FINANCIAL MARKETS 0.2% 377,037 0% $9,554,118

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
10
Headline period
Q3 2026
Rows shown
1-10 of 10
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 76,706,050 $1,944,657,595 +$3,841,768 $25.34 190
2026 Q2 211,669,684 $4,345,596,824 +$103,989,604 $20.53 302
2026 Q1 204,764,160 $4,936,885,824 +$6,358,213 $24.11 305
2025 Q4 199,349,485 $6,528,107,555 +$363,648,314 $32.75 299
2025 Q3 185,871,340 $7,048,192,193 +$628,862,706 $37.92 297
2025 Q2 144,435,263 $5,902,993,666 +$348,322,333 $40.87 265
2025 Q1 136,310,447 $5,093,163,170 +$382,758,269 $37.36 224
2024 Q4 125,751,342 $4,614,791,989 +$79,919,664 $36.70 163
2024 Q3 124,155,064 $3,463,000,695 -$34,550,044 $27.89 117
2024 Q2 123,432,577 $2,653,832,174 +$2,653,832,173 $21.50 92
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .