Envestnet Asset Management
WAY

Envestnet Asset Management’s Waystar Holding Corp WAY Stock Holding History

Envestnet Asset Management’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 		$1.97M Buy
96,033
+28,452
+42% +$598K ﹤0.01% 3171
2026
Q1 		$1.63M Buy
67,581
+23,303
+53% +$618K ﹤0.01% 3148
2025
Q4 		$1.45M Sell
44,278
-22,595
-34% -$805K ﹤0.01% 3059
2025
Q3 		$2.54M Buy
66,873
+47,912
+253% +$1.78M ﹤0.01% 2727
2025
Q2 		$775K Buy
18,961
+13,170
+227% +$507K ﹤0.01% 3413
2025
Q1 		$216K Buy
+5,791
New +$229K ﹤0.01% 4110

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

Envestnet Asset Management's WAY Position: Q2 2026 in Review

Envestnet Asset Management increased its Waystar Holding Corp (WAY) stake by 42% in Q2 2026, buying an estimated $598K and bringing the position to 96,033 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #3171.

Envestnet Asset Management first reported a position in WAY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.54M in Q3 2025. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Envestnet Asset Management held 96,033 shares of Waystar Holding Corp worth $1.97M as of Q2 2026.
  • Envestnet Asset Management bought 28,452 Waystar Holding Corp shares in Q2 2026, an estimated $598K.
  • Waystar Holding Corp made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3171 holding.
  • Envestnet Asset Management first reported a position in Waystar Holding Corp in Q1 2025 and has held it in 6 quarters since.
  • Envestnet Asset Management's Waystar Holding Corp position peaked at $2.54M in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.