Bank of Montreal
WAY

Bank of Montreal’s Waystar Holding Corp WAY Stock Holding History

Bank of Montreal’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 		$107M Buy
5,189,386
+1,735,629
+50% +$36.5M 0.04% 380
2026
Q1 		$83.3M Buy
3,453,757
+3,447,019
+51,158% +$91.5M 0.03% 397
2025
Q4 		$221K Sell
6,738
-247
-4% -$8.8K ﹤0.01% 2788
2025
Q3 		$265K Buy
+6,985
New +$259K ﹤0.01% 2595

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of Montreal's WAY Position: Q2 2026 in Review

Bank of Montreal increased its Waystar Holding Corp (WAY) stake by 50% in Q2 2026, buying an estimated $36.5M and bringing the position to 5,189,386 shares worth $107M. The position accounts for 0.04% of the portfolio, ranked #380.

Bank of Montreal first reported a position in WAY in Q3 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Bank of Montreal held 5,189,386 shares of Waystar Holding Corp worth $107M as of Q2 2026.
  • Bank of Montreal bought 1,735,629 Waystar Holding Corp shares in Q2 2026, an estimated $36.5M.
  • Waystar Holding Corp made up 0.04% of Bank of Montreal's portfolio in Q2 2026, its #380 holding.
  • Bank of Montreal first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.