AB
WAY

Amalgamated Bank’s Waystar Holding Corp WAY Stock Holding History

Amalgamated Bank’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
Q2 		$633K Sell
30,830
-2,075
-6% -$43.6K ﹤0.01% 1290
2026
Q1 		$793K Sell
32,905
-356
-1% -$9.45K 0.01% 1168
2025
Q4 		$1.09M Buy
33,261
+399
+1% +$14.2K 0.01% 1033
2025
Q3 		$1.25M Buy
32,862
+30,146
+1,110% +$1.12M 0.01% 989
2025
Q2 		$111K Hold
2,716
– – ﹤0.01% 1680
2025
Q1 		$101K Buy
2,716
+1,241
+84% +$49.1K ﹤0.01% 1677
2024
Q4 		$54K Hold
1,475
– – ﹤0.01% 1823
2024
Q3 		$41K Buy
+1,475
New +$36.4K ﹤0.01% 1905

Other funds holding WAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amalgamated Bank's WAY Position: Q2 2026 in Review

Amalgamated Bank reduced its Waystar Holding Corp (WAY) stake by 6.3% in Q2 2026, selling an estimated $43.6K and leaving 30,830 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Amalgamated Bank first reported a position in WAY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q3 2025. 134 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Amalgamated Bank held 30,830 shares of Waystar Holding Corp worth $633K as of Q2 2026.
  • Amalgamated Bank sold 2,075 Waystar Holding Corp shares in Q2 2026, an estimated $43.6K.
  • Waystar Holding Corp made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1290 holding.
  • Amalgamated Bank first reported a position in Waystar Holding Corp in Q3 2024 and has held it in 8 quarters since.
  • Amalgamated Bank's Waystar Holding Corp position peaked at $1.25M in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.