Creative Planning
WAY

Creative Planning’s Waystar Holding Corp WAY Stock Holding History

Creative Planning’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 		$3.22M Buy
133,688
+118,359
+772% +$3.14M ﹤0.01% 1522
2025
Q4 		$502K Sell
15,329
-9,279
-38% -$331K ﹤0.01% 2841
2025
Q3 		$933K Buy
24,608
+10,208
+71% +$378K ﹤0.01% 2176
2025
Q2 		$589K Buy
+14,400
New +$555K ﹤0.01% 2316

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

Creative Planning's WAY Position: Q1 2026 in Review

Creative Planning increased its Waystar Holding Corp (WAY) stake by 772% in Q1 2026, buying an estimated $3.14M and bringing the position to 133,688 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Creative Planning first reported a position in WAY in Q2 2025 and has held it in 4 quarters since. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Creative Planning held 133,688 shares of Waystar Holding Corp worth $3.22M as of Q1 2026.
  • Creative Planning bought 118,359 Waystar Holding Corp shares in Q1 2026, an estimated $3.14M.
  • Waystar Holding Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1522 holding.
  • Creative Planning first reported a position in Waystar Holding Corp in Q2 2025 and has held it in 4 quarters since.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.