BDAM
WAY

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
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 $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

Blue Door Asset Management's WAY Position: Q1 2026 in Review

Blue Door Asset Management increased its Waystar Holding Corp (WAY) stake by 77% in Q1 2026, buying an estimated $8.21M and bringing the position to 711,800 shares worth $17.2M. The position accounts for 10.82% of the portfolio, ranked #3.

Blue Door Asset Management first reported a position in WAY in Q3 2025 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Blue Door Asset Management held 711,800 shares of Waystar Holding Corp worth $17.2M as of Q1 2026.
  • Blue Door Asset Management bought 309,500 Waystar Holding Corp shares in Q1 2026, an estimated $8.21M.
  • Waystar Holding Corp made up 10.82% of Blue Door Asset Management's portfolio in Q1 2026, its #3 holding.
  • Blue Door Asset Management first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Blue Door Asset Management's 13F filing for Q1 2026, filed 15 May 2026.