Dimensional Fund Advisors
WAY

Dimensional Fund Advisors’s Waystar Holding Corp WAY Stock Holding History

Dimensional Fund 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 		$54.6M Buy
2,660,854
+614,458
+30% +$12.9M 0.01% 1558
2026
Q1 		$49.3M Buy
2,046,396
+868,853
+74% +$23.1M 0.01% 1505
2025
Q4 		$38.6M Buy
1,177,543
+340,573
+41% +$12.1M 0.01% 1646
2025
Q3 		$31.7M Buy
836,970
+811,658
+3,207% +$30.1M 0.01% 1764
2025
Q2 		$1.03M Buy
25,312
+16
+0.1% +$616 ﹤0.01% 2880
2025
Q1 		$945K Buy
+25,296
New +$1M ﹤0.01% 2894

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

Dimensional Fund Advisors's WAY Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Waystar Holding Corp (WAY) stake by 30% in Q2 2026, buying an estimated $12.9M and bringing the position to 2,660,854 shares worth $54.6M. The position accounts for 0.01% of the portfolio, ranked #1558.

Dimensional Fund Advisors first reported a position in WAY in Q1 2025 and has held it in 6 quarters since. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Dimensional Fund Advisors held 2,660,854 shares of Waystar Holding Corp worth $54.6M as of Q2 2026.
  • Dimensional Fund Advisors bought 614,458 Waystar Holding Corp shares in Q2 2026, an estimated $12.9M.
  • Waystar Holding Corp made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1558 holding.
  • Dimensional Fund Advisors first reported a position in Waystar Holding Corp in Q1 2025 and has held it in 6 quarters since.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.