13FBOX
WAYSTAR HLDG CORP · 13F Institutional Holdings
Options Calculator Rankings
W

WAYSTAR HLDG CORP

WAY
Institutions
306
Combined AUM (Q2 2026)
$4.37B
Combined Shares (Q2 2026)
212.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+28.5M
192 · 72 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-22.7M
156 · 72 Exit · ≈
⚖️ Net
+5.8M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$4.37B
Institutions
306
New Buys
72
Adds
120
Reduces
84
Exits
72
Unchanged
30
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
EQT Fund Management S.a r.l.
59.21%58.77%#1$510.8M24.9M$599.8M24.9M00.00%Unchanged
CANADA PENSION PLAN INVESTMENT BOARD
0.22%0.3%#32$390.6M19.0M$458.7M19.0M00.00%Unchanged
BlackRock, Inc.
0.01%0.01%#130$358.0M17.4M$401.8M16.7M+769,734+4.62%Add
FMR LLC
0.01%0.02%#99$308.9M15.0M$360.7M15.0M+83,148+0.56%Add
BAIN CAPITAL INVESTORS LLC
5.65%9.77%#5$271.9M13.2M$319.3M13.2M00.00%Unchanged
ADVENT INTERNATIONAL, L.P.
1.28%6.28%#15$227.1M11.1M$266.7M11.1M00.00%Unchanged
VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#122$136.0M6.6M$154.5M6.4M+219,485+3.43%Add
GOLDENTREE ASSET MANAGEMENT LP
7.34%6.34%#4$126.3M6.2M$107.0M4.4M+1.7M+38.63%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#175$106.8M5.2M$124.1M5.1M+55,236+1.07%Add
BANK OF MONTREAL /CAN/
0.04%0.03%#62$106.5M5.2M$83.3M3.5M+1.7M+50.25%Add
STATE STREET CORP
<0.01%<0.01%#160$93.9M4.6M$103.4M4.3M+282,993+6.60%Add
Artisan Partners Limited Partnership
0.12%0.17%#39$75.5M3.7M$106.3M4.4M-729,153-16.54%Reduce
MILLENNIUM MANAGEMENT LLC
0.03%0.02%#73$75.0M3.7M$50.9M2.1M+1.5M+72.92%Add
Neuberger Berman Group LLC
0.05%0.09%#57$74.6M3.6M$112.6M4.7M-1.0M-22.20%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#153$63.4M3.1M$69.7M2.9M+196,548+6.80%Add
PRICE T ROWE ASSOCIATES INC /MD/
0.01%<0.01%#124$60.3M2.9M$41.4M1.7M+1.2M+71.04%Add
UBS Group AG
0.01%0.01%#116$59.2M2.9M$51.9M2.2M+731,450+33.97%Add
Jupiter Topco LLC
0.02%#77$59.0M2.9M$00+2.9MNew Buy
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#107$54.6M2.7M$49.3M2.0M+614,458+30.03%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#152$53.0M2.6M$49.8M2.1M+517,861+25.07%Add
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.02%0.01%#95$46.7M2.3M$38.2M1.6M+692,696+43.77%Add
DIAMOND HILL CAPITAL MANAGEMENT INC
0.35%0.24%#23$43.3M2.1M$38.7M1.6M+506,276+31.57%Add
MORGAN STANLEY
<0.01%<0.01%#179$40.8M2.0M$37.1M979,525+1.0M+102.80%Add
BAMCO INC /NY/
0.06%0.17%#54$36.7M1.8M$56.1M2.3M-537,969-23.13%Reduce
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
0.16%0.16%#34$33.5M1.6M$29.6M1.2M+401,991+32.72%Add
OBERWEIS ASSET MANAGEMENT INC/
0.67%0.83%#17$32.6M1.6M$28.1M1.2M+421,890+36.14%Add
Clarkston Capital Partners, LLC
2.71%1.75%#11$32.0M1.6M$22.9M950,531+609,659+64.14%Add
THRIVENT FINANCIAL FOR LUTHERANS
0.05%0.07%#56$32.0M1.6M$38.5M1.6M-37,861-2.37%Reduce
Greenvale Capital LLP
3.36%#7$30.8M1.5M$00+1.5MNew Buy
Capital Research Global Investors
<0.01%0.01%#137$30.1M1.5M$38.8M1.6M-144,476-8.97%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#149$26.3M1.3M$30.1M1.2M+34,136+2.74%Add
NORTHERN TRUST CORP
<0.01%<0.01%#157$26.0M1.3M$27.0M1.1M+146,199+13.06%Add
Blue Door Asset Management, LLC
11.11%12.34%#3$23.6M1.1M$19.6M811,800+337,200+41.54%Add
AVENIR CORP
2.86%2.86%#9$23.5M1.1M$23.5M973,260+171,457+17.62%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#201$21.7M1.1M$24.1M1.0M+49,393+4.80%Add
ALTA FOX CAPITAL MANAGEMENT, LLC
4.29%#6$21.3M1.0M$00+1.0MNew Buy
PointState Capital LP
0.27%1.15%#29$21.2M1.0M$90.8M3.8M-2.7M-72.65%Reduce
Select Equity Group, L.P.
0.1%0.11%#42$20.6M1.0M$22.3M923,241+80,176+8.68%Add
Sio Capital Management, LLC
3.15%5.68%#8$19.0M925,834$39.6M1.6M-716,402-43.62%Reduce
CITIGROUP INC
0.01%0.01%#121$18.7M909,148$18.7M774,121+135,027+17.44%Add
BAIN CAPITAL VENTURE INVESTORS, LLC
13.65%12.17%#2$18.1M882,965$21.3M882,96500.00%Unchanged
GOLDMAN SACHS GROUP INC
<0.01%0.01%#193$18.1M880,172$63.1M2.6M-1.7M-66.38%Reduce
Sunriver Management LLC
2.76%#10$17.6M855,000$00+855,000New Buy
SYSTEMATIC FINANCIAL MANAGEMENT LP
0.35%#22$17.4M848,499$00+848,499New Buy
PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#113$17.3M845,102$19.7M819,027+26,075+3.18%Add
WELLINGTON MANAGEMENT GROUP LLP
<0.01%<0.01%#159$16.3M793,481$15.5M644,635+148,846+23.09%Add
Bank of New York Mellon Corp
<0.01%<0.01%#167$15.7M764,816$16.9M699,892+64,924+9.28%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#151$15.6M761,484$18.9M785,322-23,838-3.04%Reduce
LOOMIS SAYLES & CO L P
0.02%0.02%#89$13.6M663,156$11.9M493,203+169,953+34.46%Add
BALYASNY ASSET MANAGEMENT L.P.
0.02%<0.01%#92$13.5M656,138$1.8M76,210+579,928+760.96%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow