Waystar Holding Corp.· WAY

🇺🇸 US · MidSP600NASDAQ

HealthcareMedical - Healthcare Information ServicesWebsite

Price: $23.77
Day: +4.90%
Mkt Cap: $4.56B
52W Range: $17.26 – $41.47
Volume: 3.27M
Beta: 0.07

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Waystar Holding Corp.

WAY|Healthcare|Medical - Healthcare Information Services

Current price: $24

Smart Money

Dimension 5 of 5

Insider Activity, Q3 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$1.6M

Net share flow-70.0K

Purchases0 ($0)

Sales2 ($1.6M)

Top Notable Transactions

Insider

Type

Value

Date

Derby LuxCo S.a r.l.

Sale

$393.2M

Feb 24

Derby LuxCo S.a r.l.

Sale

$304.5M

Sep 12

CANADA PENSION PLAN INVESTMENT BOARD

Sale

$300.7M

Feb 24

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership106.8%

13F share flow-32.5%

Investors holding320

+267 adding-168 reducing

190

New 77Inc 190Red 93Closed 75

Top Institutional Holders

Institution

Value

Change

EQT FUND MANAGEMENT S.A R.L.

$599.8M

-8.9%

CANADA PENSION PLAN INVESTMENT BOARD

$458.7M

0.0%

BLACKROCK, INC.

$401.8M

+1.2%

FMR LLC

$360.7M

-2.9%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting123

Total shares held38.0M

Share flow-26.2%

34 buying29 selling

Buying 34Unchanged 60Selling 29

Top Fund Holders

Fund

Weight

Change

FIDELITY SELECT PORTFOLIOS

2.7M

4.83%

-2.9M

MFS SERIES TRUST I

1.5M

6.93%

+480.4K

AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)

1.5M

0.56%

Fidelity Rutland Square Trust II

1.2M

0.09%

-1.3M

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

WAY Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.6/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+54

Fund Flow

10% weight

Overall Smart Money sentiment of 3.6/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for WAY

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q3 2026

2 sales totaling $1.6M (70.0K shares)

Share volume is well below the historical pace (0.0x average), insiders are holding more

Buying seen in 1 of 7 quarters

Net insider flow has deteriorated over recent quarters

Notable Recent Transactions, WAY

Top 8 highest-value recent insider trades

Derby LuxCo S.a r.l.

Insider

Sell

9,830,143 shares at $40.00

Feb 24, 2025$393.21M

Derby LuxCo S.a r.l.

Insider

Sell

7,766,088 shares at $39.21

Sep 12, 2025$304.51M

CANADA PENSION PLAN INVESTMENT BOARD

Insider

Sell

7,517,168 shares at $40.00

Feb 24, 2025$300.69M

CANADA PENSION PLAN INVESTMENT BOARD

Insider

Sell

5,938,773 shares at $39.21

Sep 12, 2025$232.86M

Moskowitz Paul G

Director

Sell

5,652,689 shares at $38.60

Feb 24, 2025$218.19M

BAIN CAPITAL INVESTORS LLC

Insider

Sell

5,652,689 shares at $38.60

Feb 24, 2025$218.19M

Derby LuxCo S.a r.l.

Insider

Sell

5,376,390 shares at $37.39

May 16, 2025$201.04M

Moskowitz Paul G

Director

Sell

4,295,139 shares at $39.21

Sep 12, 2025$168.41M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for WAY

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

106.8% institutional ownership

Moderate accumulation: 267 adding vs 168 reducing

13F shares increased by 2.4%, a notable change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+74 growing-269 shrinkingNet: -195

253

New (24)

Increased (50)

Reduced (16)

Closed (253)

Top Institutional Holders, WAY

Largest 8 institutional positions by ownership percentage as of Q2 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

2.3M

$46.7M

Ownership

1.19%

+43.8%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

1.6M

$33.5M

Ownership

0.85%

+32.7%

CITIGROUP INC

909.1K

$18.7M

Ownership

0.47%

+17.4%

PRINCIPAL FINANCIAL GROUP INC

845.1K

$17.3M

Ownership

0.44%

+3.2%

PEREGRINE CAPITAL MANAGEMENT LLC

426.4K

$8.8M

Ownership

0.22%

+4.6%

MARATHON CAPITAL MANAGEMENT

315.3K

$6.5M

Ownership

0.16%

+100.0%

WALLEYE CAPITAL LLC

215.7K

$4.4M

Ownership

0.11%

-50.9%

KORNITZER CAPITAL MANAGEMENT INC /KS

172.4K

$3.5M

Ownership

0.09%

No change

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 123 ETFs and mutual funds reporting

34 buying29 sellingNet: +5

Buying (34)

Unchanged (60)

Selling (29)

Neutral

Mixed fund activity in Q2 2026

123 ETFs and mutual funds reporting

34 buying vs 29 selling (balanced)

Top Fund Holders, WAY

Largest 8 ETF and mutual fund positions by shares held as of latest filing

FIDELITY SELECT PORTFOLIOS

2.7M

Weight

4.83%

Decreased

MFS SERIES TRUST I

1.5M

Weight

6.93%

Increased

AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)

1.5M

Weight

0.56%

No change

Fidelity Rutland Square Trust II

1.2M

Weight

0.09%

Decreased

FIDELITY CONCORD STREET TRUST

1.1M

Weight

0.42%

Decreased

VANGUARD SCOTTSDALE FUNDS

676.1K

Weight

0.03%

Increased

NEUBERGER BERMAN EQUITY FUNDS

644.6K

Weight

3.90%

No change

Manager Directed Portfolios

570.2K

Weight

187.20%

No change

Waystar Holding Corp.· WAY

Holdings Analysis

Insider Trading Activity

1.3Transaction History81Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings83Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History81Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings83Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights