CWM
WAY

CIBC World Markets’s Waystar Holding Corp WAY Stock Holding History

CIBC World Markets’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 		$239K Buy
+7,290
New +$260K ﹤0.01% 1045
2025
Q2 		$459K Sell
11,236
-6,251
-36% -$241K ﹤0.01% 915
2025
Q1 		$653K Buy
+17,487
New +$692K 0.01% 876

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

CIBC World Markets's WAY Position: Q4 2025 in Review

CIBC World Markets opened a new position in Waystar Holding Corp (WAY) in Q4 2025: 7,290 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1045 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in WAY as recently as Q2 2025.

CIBC World Markets first reported a position in WAY in Q1 2025 and has held it in 3 quarters since. The position peaked at $653K in Q1 2025. 300 funds tracked by Wall St. Rank hold WAY as of Q4 2025.

  • CIBC World Markets held 7,290 shares of Waystar Holding Corp worth $239K as of Q4 2025.
  • Waystar Holding Corp was a new CIBC World Markets position in Q4 2025.
  • Waystar Holding Corp made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1045 holding.
  • CIBC World Markets first reported a position in Waystar Holding Corp in Q1 2025 and has held it in 3 quarters since.
  • CIBC World Markets's Waystar Holding Corp position peaked at $653K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.