Waystar Holding Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| EQT FUND MANAGEMENT S.A R.L. | 08/13/2026 | 24.88 M | $510.77 M | 0.00% | 12.97% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 19.03 M | $390.59 M | 0.00% | 9.92% |
| BLACKROCK, INC. | 08/07/2026 | 17.44 M | $357.95 M | 4.62% | 9.09% |
| FMR LLC | 08/13/2026 | 15.05 M | $308.89 M | 0.56% | 7.84% |
| BAIN CAPITAL INVESTORS LLC | 08/14/2026 | 13.24 M | $271.89 M | 0.00% | 6.90% |
| ADVENT INTERNATIONAL, L.P. | 08/14/2026 | 11.06 M | $227.06 M | 0.00% | 5.76% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 6.63 M | $136.04 M | 3.43% | 3.45% |
| GOLDENTREE ASSET MANAGEMENT LP | 08/14/2026 | 6.16 M | $126.28 M | 38.63% | 3.21% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 5.20 M | $106.77 M | 1.07% | 2.71% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 5.19 M | $106.54 M | 50.25% | 2.70% |
| STATE STREET CORP | 09/22/2026 | 4.57 M | $93.87 M | 6.60% | 2.39% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 08/13/2026 | 3.68 M | $75.54 M | -16.54% | 1.92% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 3.65 M | $74.98 M | 72.92% | 1.90% |
| NEUBERGER BERMAN GROUP LLC | 10/27/2026 | 3.63 M | $74.61 M | -22.20% | 1.90% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 3.09 M | $63.42 M | 6.80% | 1.61% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 2.94 M | $60.32 M | 71.04% | 1.53% |
| UBS GROUP AG | 08/13/2026 | 2.88 M | $59.22 M | 33.97% | 1.50% |
| JUPITER TOPCO LLC | 08/14/2026 | 2.87 M | $58.96 M | 100.00% | 1.50% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 2.66 M | $54.62 M | 30.03% | 1.39% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 2.58 M | $53.03 M | 25.07% | 1.35% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 2.28 M | $46.71 M | 43.77% | 1.19% |
| DIAMOND HILL CAPITAL MANAGEMENT, LLC (INVESTMENT ADVISOR) | 08/06/2026 | 2.11 M | $43.31 M | 31.57% | 1.10% |
| MORGAN STANLEY | 08/13/2026 | 1.99 M | $40.78 M | 107.10% | 1.04% |
| BAMCO INC /NY/ | 08/14/2026 | 1.79 M | $36.70 M | -23.13% | 0.93% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 07/17/2026 | 1.63 M | $33.47 M | 32.72% | 0.85% |
| OBERWEIS ASSET MANAGEMENT INC/ | 08/14/2026 | 1.59 M | $32.63 M | 36.14% | 0.83% |
| CLARKSTON CAPITAL PARTNERS, LLC | 08/11/2026 | 1.56 M | $32.03 M | 64.14% | 0.81% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 1.56 M | $31.99 M | -2.37% | 0.81% |
| GREENVALE CAPITAL LLP | 08/14/2026 | 1.50 M | $30.80 M | 100.00% | 0.78% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 08/12/2026 | 1.47 M | $30.08 M | -8.97% | 0.76% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.28 M | $26.32 M | 2.74% | 0.67% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.28 M | $26.32 M | 100.00% | 0.67% |
| NORTHERN TRUST CORP | 08/13/2026 | 1.27 M | $25.99 M | 13.06% | 0.66% |
| AVENIR CORP | 08/13/2026 | 1.14 M | $23.50 M | 17.62% | 0.60% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.08 M | $21.68 M | 4.80% | 0.56% |
| ALTA FOX CAPITAL MANAGEMENT, LLC | 08/14/2026 | 1.04 M | $21.33 M | 100.00% | 0.54% |
| POINTSTATE CAPITAL LP | 08/14/2026 | 1.03 M | $21.16 M | -72.65% | 0.54% |
| SELECT EQUITY GROUP, L.P. | 08/14/2026 | 1.00 M | $20.60 M | 8.68% | 0.52% |
| BLUE DOOR ASSET MANAGEMENT, LLC | 08/14/2026 | 974.00 K | $20.00 M | 36.84% | 0.51% |
| SIO CAPITAL MANAGEMENT, LLC | 08/14/2026 | 925.83 K | $19.01 M | -43.62% | 0.48% |
| CITIGROUP INC | 08/03/2026 | 909.15 K | $18.66 M | 17.44% | 0.47% |
| BAIN CAPITAL VENTURE INVESTORS, LLC | 08/14/2026 | 882.97 K | $18.13 M | 0.00% | 0.46% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 880.17 K | $18.07 M | -66.38% | 0.46% |
| SUNRIVER MANAGEMENT LLC | 08/13/2026 | 855.00 K | $17.55 M | 100.00% | 0.45% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 08/14/2026 | 848.50 K | $17.42 M | 100.00% | 0.44% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 845.10 K | $17.35 M | 3.18% | 0.44% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 793.48 K | $16.29 M | 23.09% | 0.41% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 764.82 K | $15.70 M | 9.28% | 0.40% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 761.48 K | $15.63 M | -3.04% | 0.40% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 663.16 K | $13.61 M | 34.46% | 0.35% |
Waystar Holding Corp institutional Ownership - FAQ's
During the previous two years, 418 institutional investors and hedge funds held shares of Waystar Holding Corp. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 3.46 M
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/: 1.3 M
PRINCIPAL FINANCIAL GROUP INC: 948,438
CITIGROUP INC: 785,991
MARATHON CAPITAL MANAGEMENT: 313,605
KORNITZER CAPITAL MANAGEMENT INC /KS: 169,730
111.11% of Waystar Holding Corp stock is owned by institutional investors.
Institutional investors have bought a total of 232.61 M shares in the last 24 months. This purchase volume represents approximately $6.02 B in transactions.