Bank Julius Baer & Co
WAY

Bank Julius Baer & Co’s Waystar Holding Corp WAY Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-49,770
Closed -$1.64M – 724
2025
Q4 		$1.64M Sell
49,770
-11,630
-19% -$414K ﹤0.01% 338
2025
Q3 		$2.33M Sell
61,400
-3,929
-6% -$146K 0.01% 313
2025
Q2 		$2.67M Buy
+65,329
New +$2.52M 0.01% 287

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return

Bank Julius Baer & Co's WAY Position: Q1 2026 in Review

Bank Julius Baer & Co sold out of Waystar Holding Corp (WAY) in Q1 2026, closing a stake of 49,770 shares — an estimated $1.64M sold.

Bank Julius Baer & Co first reported a position in WAY in Q2 2025 and held it in 3 quarters. The position peaked at $2.67M in Q2 2025. 307 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Bank Julius Baer & Co reported no remaining Waystar Holding Corp position as of Q1 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 49,770 Waystar Holding Corp shares in Q1 2026, an estimated $1.64M.
  • Bank Julius Baer & Co first reported a position in Waystar Holding Corp in Q2 2025 and held it in 3 quarters.
  • Bank Julius Baer & Co's Waystar Holding Corp position peaked at $2.67M in Q2 2025.
  • 307 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.