Ameriprise

Ameriprise’s Waystar Holding Corp WAY Stock Holding History

Ameriprise’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	$7.14M	Sell	296,252 -373,672	-56%	-$9.92M	﹤0.01%	2186
2025 Q4	$21.9M	Sell	669,924 -406,990	-38%	-$14.5M	0.01%	1347
2025 Q3	$40.8M	Sell	1,076,914 -200,357	-16%	-$7.43M	0.01%	1007
2025 Q2	$52.2M	Buy	1,277,271 +74,931	+6%	+$2.89M	0.01%	841
2025 Q1	$44.9M	Buy	1,202,340 +1,055,965	+721%	+$41.8M	0.01%	892
2024 Q4	$5.37M	Buy	146,375 +63,326	+76%	+$1.95M	﹤0.01%	2307
2024 Q3	$2.32M	Sell	83,049 -328,814	-80%	-$8.11M	﹤0.01%	2848
2024 Q2	$8.86M	Buy	+411,863	New	+$8.92M	﹤0.01%	1852

Other funds holding WAY

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return