Blue Door Asset Management’s Waystar Holding Corp WAY Stock Holding History

Blue Door Asset Management’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	$20M	Buy	974,000 +262,200	+37%	+$5.51M	9.42%	2
2026 Q1	$17.2M	Buy	711,800 +309,500	+77%	+$8.21M	10.82%	3
2025 Q4	$13.2M	Buy	402,300 +322,600	+405%	+$11.5M	5.33%	6
2025 Q3	$3.02M	Buy	+79,700	New	+$2.95M	1.59%	16

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

Blue Door Asset Management's WAY Position: Q2 2026 in Review

Blue Door Asset Management increased its Waystar Holding Corp (WAY) stake by 37% in Q2 2026, buying an estimated $5.51M and bringing the position to 974,000 shares worth $20M. The position accounts for 9.42% of the portfolio, ranked #2.

Blue Door Asset Management 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.

Blue Door Asset Management held 974,000 shares of Waystar Holding Corp worth $20M as of Q2 2026.
Blue Door Asset Management bought 262,200 Waystar Holding Corp shares in Q2 2026, an estimated $5.51M.
Waystar Holding Corp made up 9.42% of Blue Door Asset Management's portfolio in Q2 2026, its #2 holding.
Blue Door Asset Management 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 Blue Door Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.