ECM
WAY

Evergreen Capital Management’s Waystar Holding Corp WAY Stock Holding History

Evergreen Capital 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
Q1 		$207K Sell
8,589
-993
-10% -$26.4K ﹤0.01% 1381
2025
Q4 		$314K Buy
+9,582
New +$341K 0.01% 1005

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

Evergreen Capital Management's WAY Position: Q1 2026 in Review

Evergreen Capital Management reduced its Waystar Holding Corp (WAY) stake by 10% in Q1 2026, selling an estimated $26.4K and leaving 8,589 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Evergreen Capital Management first reported a position in WAY in Q4 2025 and has held it in 2 quarters since. The position peaked at $314K in Q4 2025. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Evergreen Capital Management held 8,589 shares of Waystar Holding Corp worth $207K as of Q1 2026.
  • Evergreen Capital Management sold 993 Waystar Holding Corp shares in Q1 2026, an estimated $26.4K.
  • Waystar Holding Corp made up ﹤0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1381 holding.
  • Evergreen Capital Management first reported a position in Waystar Holding Corp in Q4 2025 and has held it in 2 quarters since.
  • Evergreen Capital Management's Waystar Holding Corp position peaked at $314K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.