WAY
Waystar Holding Corp. · Healthcare · Medical - Healthcare Information Services
Señales de momentum (gestores comparables):
amplitud de titulares +5.0% ·
flujo de acciones +30.0% ·
nuevas posiciones netas 0.0%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 16.19M | +134.4% | $613.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (pasivo) | 12.29M | +35.5% | $466.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | JPMorgan Chase ✦ | 4.98M | n/a | $188.81M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 4 | Fidelity (FMR) ✦ | 4.85M | -12.3% | $183.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 5 | State Street Global Advisors ✦ (pasivo) | 3.97M | +97.0% | $150.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 3.17M | +33.5% | $120.34M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 2.12M | n/a | $80.47M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Millennium Management ✦ | 2.11M | +131.4% | $79.84M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 1.29M | +28.2% | $49.05M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 10 | Renaissance Technologies ✦ | 1.10M | +27.3% | $41.56M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 1.09M | -43.0% | $41.19M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 979.52K | n/a | $37.14M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 13 | Point72 Asset Management ✦ | 713.83K | -57.4% | $27.07M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | Adage Capital Partners ✦ | 684.23K | +557.9% | $25.95M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Soros Fund Management ✦ | 337.55K | +1.3% | $12.80M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 188.43K | +14.6% | $7.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wellington Management ✦ | 141.76K | Nuevo | $5.38M | 0.0% | New | 1 | SEC ↗ ×3 |
| 18 | Marshall Wace ✦ | 115.42K | Nuevo | $4.38M | 0.0% | New | 1 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 90.84K | +16.1% | $3.44M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 20 | AQR Capital Management ✦ | 57.48K | +465.7% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 21 | Bridgewater Associates ✦ | 5.39K | Nuevo | $204,540 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Wellington Management | $5.38M | 0.0% |
| Marshall Wace | $4.38M | 0.0% |
| Bridgewater Associates | $204,540 | 0.0% |
Posición cerrada
| Norges Bank | $46.58M | era 0.0% |
| Citadel Advisors | $6.57M | era 0.0% |
| Arrowstreet Capital | $469,801 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 303 tenedores, 203.38M acciones, $4.82B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director · 82.50K acc. · $2.16M
Officer, Director · 82.50K acc. · $2.14M
Officer, Director · 60.04K acc. · $1.50M
Officer, Director · 22.46K acc. · $562,354
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología