Baird Financial Group
WAY

Baird Financial Group’s Waystar Holding Corp WAY Stock Holding History

Baird Financial Group’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 		$1.89M Sell
91,979
-6,581
-7% -$138K ﹤0.01% 1123
2026
Q1 		$2.38M Buy
98,560
+27,828
+39% +$739K ﹤0.01% 997
2025
Q4 		$2.32M Sell
70,732
-10,476
-13% -$373K ﹤0.01% 997
2025
Q3 		$3.08M Sell
81,208
-11,759
-13% -$436K 0.01% 899
2025
Q2 		$3.8M Buy
+92,967
New +$3.58M 0.01% 808

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Baird Financial Group's WAY Position: Q2 2026 in Review

Baird Financial Group reduced its Waystar Holding Corp (WAY) stake by 6.7% in Q2 2026, selling an estimated $138K and leaving 91,979 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Baird Financial Group first reported a position in WAY in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.8M in Q2 2025. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Baird Financial Group held 91,979 shares of Waystar Holding Corp worth $1.89M as of Q2 2026.
  • Baird Financial Group sold 6,581 Waystar Holding Corp shares in Q2 2026, an estimated $138K.
  • Waystar Holding Corp made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1123 holding.
  • Baird Financial Group first reported a position in Waystar Holding Corp in Q2 2025 and has held it in 5 quarters since.
  • Baird Financial Group's Waystar Holding Corp position peaked at $3.8M in Q2 2025.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.