Cetera Investment Advisers
WAY

Cetera Investment Advisers’s Waystar Holding Corp WAY Stock Holding History

Cetera Investment Advisers’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 		$296K Buy
12,294
+1,121
+10% +$29.8K ﹤0.01% 3994
2025
Q4 		$366K Buy
11,173
+1,735
+18% +$61.8K ﹤0.01% 3717
2025
Q3 		$358K Buy
+9,438
New +$350K ﹤0.01% 3684

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

Cetera Investment Advisers's WAY Position: Q1 2026 in Review

Cetera Investment Advisers increased its Waystar Holding Corp (WAY) stake by 10% in Q1 2026, buying an estimated $29.8K and bringing the position to 12,294 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #3994.

Cetera Investment Advisers first reported a position in WAY in Q3 2025 and has held it in 3 quarters since. The position peaked at $366K in Q4 2025. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Cetera Investment Advisers held 12,294 shares of Waystar Holding Corp worth $296K as of Q1 2026.
  • Cetera Investment Advisers bought 1,121 Waystar Holding Corp shares in Q1 2026, an estimated $29.8K.
  • Waystar Holding Corp made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3994 holding.
  • Cetera Investment Advisers first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 3 quarters since.
  • Cetera Investment Advisers's Waystar Holding Corp position peaked at $366K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.