BG
WAY

Bellevue Group’s Waystar Holding Corp WAY Stock Holding History

Bellevue 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
Q1 		$6.18M Buy
256,139
+14,405
+6% +$382K 0.15% 69
2025
Q4 		$7.92M Buy
241,734
+111,821
+86% +$3.98M 0.15% 70
2025
Q3 		$4.93M Sell
129,913
-20,697
-14% -$767K 0.1% 76
2025
Q2 		$6.16M Buy
150,610
+6,184
+4% +$238K 0.14% 77
2025
Q1 		$5.4M Sell
144,426
-13,472
-9% -$533K 0.12% 84
2024
Q4 		$5.79M Buy
157,898
+7,696
+5% +$237K 0.11% 93
2024
Q3 		$4.19M Buy
150,202
+202
+0.1% +$4.98K 0.07% 99
2024
Q2 		$3.23M Buy
+150,000
New +$3.25M 0.05% 102

Other funds holding WAY

EFM
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Bellevue Group's WAY Position: Q1 2026 in Review

Bellevue Group increased its Waystar Holding Corp (WAY) stake by 6% in Q1 2026, buying an estimated $382K and bringing the position to 256,139 shares worth $6.18M. The position accounts for 0.15% of the portfolio, ranked #69.

Bellevue Group first reported a position in WAY in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.92M in Q4 2025. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Bellevue Group held 256,139 shares of Waystar Holding Corp worth $6.18M as of Q1 2026.
  • Bellevue Group bought 14,405 Waystar Holding Corp shares in Q1 2026, an estimated $382K.
  • Waystar Holding Corp made up 0.15% of Bellevue Group's portfolio in Q1 2026, its #69 holding.
  • Bellevue Group first reported a position in Waystar Holding Corp in Q2 2024 and has held it in 8 quarters since.
  • Bellevue Group's Waystar Holding Corp position peaked at $7.92M in Q4 2025.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.