Cambridge Investment Research Advisors
WAY

Cambridge Investment Research Advisors’s Waystar Holding Corp WAY Stock Holding History

Cambridge Investment Research Advisors’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
2025
Q4 		– Sell
-6,593
Closed -$250K – 3991
2025
Q3 		$250K Buy
6,593
+894
+16% +$33.1K ﹤0.01% 3290
2025
Q2 		$233K Buy
5,699
+33
+0.6% +$1.27K ﹤0.01% 3203
2025
Q1 		$212K Buy
+5,666
New +$224K ﹤0.01% 3163

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cambridge Investment Research Advisors's WAY Position: Q4 2025 in Review

Cambridge Investment Research Advisors sold out of Waystar Holding Corp (WAY) in Q4 2025, closing a stake of 6,593 shares — an estimated $250K sold.

Cambridge Investment Research Advisors first reported a position in WAY in Q1 2025 and held it in 3 quarters. The position peaked at $250K in Q3 2025. 300 funds tracked by Wall St. Rank hold WAY as of Q4 2025.

  • Cambridge Investment Research Advisors reported no remaining Waystar Holding Corp position as of Q4 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 6,593 Waystar Holding Corp shares in Q4 2025, an estimated $250K.
  • Cambridge Investment Research Advisors first reported a position in Waystar Holding Corp in Q1 2025 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Waystar Holding Corp position peaked at $250K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q4 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.