WAY
Waystar Holding Corp. · Healthcare · Medical - Healthcare Information Services
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow -5.0% ·
net new positions +20.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 2.00K | $50,847 | n/a | n/a |
| Q2 2026 | 101 | -4 | 116.61M | $2.39B | +11 | −14 |
| Q1 2026 | 107 | -2 | 114.47M | $2.76B | +10 | −13 |
| Q4 2025 | 109 | -1 | 121.70M | $3.99B | +2 | −2 |
| Q3 2025 | 21 | +1 | 56.47M | $2.14B | +3 | −3 |
| Q2 2025 | 18 | 0 | 34.26M | $1.40B | n/a | n/a |
| Q1 2025 | 15 | +3 | 10.70M | $399.64M | +3 | n/a |
| Q4 2024 | 12 | +1 | 7.41M | $271.94M | +2 | −1 |
| Q3 2024 | 10 | +2 | 6.29M | $175.53M | +4 | −2 |
| Q2 2024 | 8 | n/a | 6.62M | $142.40M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (passive) | 3.87M | +4.8% | $107.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.10M | +697.5% | $30.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Adage Capital Partners ✦ | 608.00K | +1.3% | $16.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 305.34K | -75.2% | $8.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Renaissance Technologies ✦ | 161.00K | New | $4.49M | 0.0% | New | 1 | SEC ↗ |
| 6 | Millennium Management ✦ | 97.34K | -74.4% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Point72 Asset Management ✦ | 96.05K | +154.1% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 19.97K | New | $556,908 | 0.0% | New | 1 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 18.80K | New | $524,304 | 0.0% | New | 1 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 14.20K | New | $397,000 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $4.49M | 0.0% |
| Two Sigma Investments | $556,908 | 0.0% |
| Arrowstreet Capital | $524,304 | 0.0% |
| T. Rowe Price | $397,000 | 0.0% |
Exited
| Marshall Wace | $6.26M | was 0.0% |
| Soros Fund Management | $5.38M | was 0.2% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 303 holders, 203.38M shares, $4.82B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director · 82.50K sh · $2.16M
Officer, Director · 82.50K sh · $2.14M
Officer, Director · 60.04K sh · $1.50M
Officer, Director · 22.46K sh · $562,354
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology