ASN
WAY

Advisory Services Network’s Waystar Holding Corp WAY Stock Holding History

Advisory Services Network’s Portfolio WAY Stock Details WAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$458 Buy
+19
New +$504 ﹤0.01% 4441
2025
Q4 		– Sell
-315
Closed -$11.9K – 4377
2025
Q3 		$11.9K Buy
+315
New +$11.7K ﹤0.01% 3205

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $1.02B AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Advisory Services Network's WAY Position: Q1 2026 in Review

Advisory Services Network opened a new position in Waystar Holding Corp (WAY) in Q1 2026: 19 shares worth $458. The stake represents ﹤0.01% of the portfolio and ranks #4441 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in WAY as recently as Q3 2025.

Advisory Services Network first reported a position in WAY in Q3 2025 and has held it in 2 quarters since. The position peaked at $11.9K in Q3 2025. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Advisory Services Network held 19 shares of Waystar Holding Corp worth $458 as of Q1 2026.
  • Waystar Holding Corp was a new Advisory Services Network position in Q1 2026.
  • Waystar Holding Corp made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4441 holding.
  • Advisory Services Network first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 2 quarters since.
  • Advisory Services Network's Waystar Holding Corp position peaked at $11.9K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.