Cerity Partners’s Waystar Holding Corp WAY Stock Holding History

Cerity Partners’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	$2.67M	Sell	130,072 -42,624	-25%	-$896K	﹤0.01%	1428
2026 Q1	$4.16M	Buy	172,696 +47,010	+37%	+$1.25M	0.01%	1103
2025 Q4	$4.12M	Buy	125,686 +31,814	+34%	+$1.13M	0.01%	1017
2025 Q3	$3.56M	Buy	93,872 +12,627	+16%	+$468K	0.01%	1022
2025 Q2	$3.32M	Sell	81,245 -6,599	-8%	-$254K	0.01%	995
2025 Q1	$3.28M	Buy	87,844 +41,565	+90%	+$1.65M	0.01%	906
2024 Q4	$1.3M	Sell	46,279 -420	-0.9%	-$12.9K	﹤0.01%	1299
2024 Q3	$1.3M	Buy	46,699 +699	+2%	+$17.2K	﹤0.01%	1286
2024 Q2	$989K	Buy	+46,000	New	+$997K	﹤0.01%	1237

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners's WAY Position: Q2 2026 in Review

Cerity Partners reduced its Waystar Holding Corp (WAY) stake by 25% in Q2 2026, selling an estimated $896K and leaving 130,072 shares worth $2.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Cerity Partners first reported a position in WAY in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.16M in Q1 2026. 282 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

Cerity Partners held 130,072 shares of Waystar Holding Corp worth $2.67M as of Q2 2026.
Cerity Partners sold 42,624 Waystar Holding Corp shares in Q2 2026, an estimated $896K.
Waystar Holding Corp made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1428 holding.
Cerity Partners first reported a position in Waystar Holding Corp in Q2 2024 and has held it in 9 quarters since.
Cerity Partners's Waystar Holding Corp position peaked at $4.16M in Q1 2026.
282 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.