CPG
WAY

Cornerstone Planning Group’s Waystar Holding Corp WAY Stock Holding History

Cornerstone Planning Group’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 		$475 Buy
+23
New +$610 ﹤0.01% 1663

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

Cornerstone Planning Group's WAY Position: Q1 2026 in Review

Cornerstone Planning Group opened a new position in Waystar Holding Corp (WAY) in Q1 2026: 23 shares worth $475. The stake represents ﹤0.01% of the portfolio and ranks #1663 among its holdings.

305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Cornerstone Planning Group held 23 shares of Waystar Holding Corp worth $475 as of Q1 2026.
  • Waystar Holding Corp was a new Cornerstone Planning Group position in Q1 2026.
  • Waystar Holding Corp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1663 holding.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.