$WAY

$28.69 -$0.16 (0.55%) Close

$WAY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 191.7M shares outstanding

Who owns WAY?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 64.6%

EQT Fund Management S.a r.l. 13.0% · Canada Pension Plan Investment Board 9.9%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

299

-9 vs last qtr

Net shares bought

+6.6M

by institutions in Q2 2026

New / sold out

71 / 80

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +2.9M
Bank Of Montreal /can/ +1.7M

Biggest sellers in Q2 2026

PointState Capital LP −2.7M
Janus Henderson Group PLC SOLD OUT −2.0M

Who is planning to sell?

Notices of proposed sale, last 12 months

$31.1M

13 notices from 7 people

Shares covered

1.3M

0.68% of the company

Arranged in advance

32%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Chris Lawrence Schremser Former affiliate $13M
Eric L Sinclair III Director $8.27M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+51.9%

+14.94% a year

Each share's claim on the business

−34.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$3.99M vs $113M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years61% Under 1 year39%

Quarterly turnover

12.3%

of institutional shares changed hands

Top 10 managers, median time held

2 years

Super Investors

Investment managers reporting WAY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
EF EQT Fund Management S.a r.l.	24.9M	12.98%	Unchanged	Q3 '25	59.2%
Shares held by quarter Peak holding24.9M (Q3'25) Change over 8 quarters+24.9M Share of the company12.980% EQT Fund Management S.a r.l.'s full portfolio →
CP Canada Pension Plan Investment Board	19.0M	9.92%	Unchanged	2024	0.2%
Shares held by quarter Peak holding37.2M (Q3'24) Change over 8 quarters−18.2M Share of the company9.920% Canada Pension Plan Investment Board's full portfolio →

EQT Fund Management S.a r.l.

24.9M

% of company

12.98%

Change vs last qtr

Unchanged

Held since

Q3 '25

Canada Pension Plan Investment Board

19.0M

% of company

9.92%

Change vs last qtr

Unchanged

Held since

2024

28 more super investors behind a free account

See every manager holding Waystar Holding Corp., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting WAY on Form N-PORT; together they hold 44.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$142M	6.9M	3.62%	0.13%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$75.3M	3.7M	1.91%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$142M

% of company

3.62%

% of the fund

0.13%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$75.3M

% of company

1.91%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Waystar Holding Corp. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HM Hawkins Matthew J. Insider	1.8M	0.94%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.940% Hawkins Matthew J.'s insider activity →
CW Chan William Insider	1.6M	0.82%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.820% Chan William's insider activity →

Hawkins Matthew J.

Insider

1.8M

% of company

0.94%

Change vs last qtr

—

Held since

—

Chan William

Insider

1.6M

% of company

0.82%

Change vs last qtr

—

Held since

—

17 more holders behind a free account

See every insider and 5%+ holder of Waystar Holding Corp..

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