CA
WAY

Clearstead Advisors’s Waystar Holding Corp WAY Stock Holding History

Clearstead 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
2026
Q2 		$3.1K Buy
+151
New +$3.17K ﹤0.01% 2327
2026
Q1 		– Sell
-51
Closed -$1.67K – 2882
2025
Q4 		$1.67K Buy
51
+49
+2,450% +$1.75K ﹤0.01% 2162
2025
Q3 		$76 Buy
+2
New +$74 ﹤0.01% 2947

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Clearstead Advisors's WAY Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Waystar Holding Corp (WAY) in Q2 2026: 151 shares worth $3.1K. The stake represents ﹤0.01% of the portfolio and ranks #2327 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WAY as recently as Q4 2025.

Clearstead Advisors first reported a position in WAY in Q3 2025 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Clearstead Advisors held 151 shares of Waystar Holding Corp worth $3.1K as of Q2 2026.
  • Waystar Holding Corp was a new Clearstead Advisors position in Q2 2026.
  • Waystar Holding Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2327 holding.
  • Clearstead Advisors first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.