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 Q2	$6.03M	Buy	293,592 +37,453	+15%	+$788K	0.13%	82
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 $863M AUM 26.03% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bellevue Group's WAY Position: Q2 2026 in Review

Bellevue Group increased its Waystar Holding Corp (WAY) stake by 15% in Q2 2026, buying an estimated $788K and bringing the position to 293,592 shares worth $6.03M. The position accounts for 0.13% of the portfolio, ranked #82.

Bellevue Group first reported a position in WAY in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.92M in Q4 2025. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

Bellevue Group held 293,592 shares of Waystar Holding Corp worth $6.03M as of Q2 2026.
Bellevue Group bought 37,453 Waystar Holding Corp shares in Q2 2026, an estimated $788K.
Waystar Holding Corp made up 0.13% of Bellevue Group's portfolio in Q2 2026, its #82 holding.
Bellevue Group first reported a position in Waystar Holding Corp in Q2 2024 and has held it in 9 quarters since.
Bellevue Group's Waystar Holding Corp position peaked at $7.92M in Q4 2025.
302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.