BFS
WAY

Bare Financial Services’s Waystar Holding Corp WAY Stock Holding History

Bare Financial Services’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 		$15.2K Buy
741
+293
+65% +$6.16K ﹤0.01% 399
2026
Q1 		$10.8K Buy
+448
New +$11.9K ﹤0.01% 305
2025
Q4 		– Sell
-14
Closed -$531 – 1720
2025
Q3 		$531 Buy
+14
New +$519 ﹤0.01% 1251

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

Bare Financial Services's WAY Position: Q2 2026 in Review

Bare Financial Services increased its Waystar Holding Corp (WAY) stake by 65% in Q2 2026, buying an estimated $6.16K and bringing the position to 741 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Bare Financial Services first reported a position in WAY in Q3 2025 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Bare Financial Services held 741 shares of Waystar Holding Corp worth $15.2K as of Q2 2026.
  • Bare Financial Services bought 293 Waystar Holding Corp shares in Q2 2026, an estimated $6.16K.
  • Waystar Holding Corp made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #399 holding.
  • Bare Financial Services first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.