FMI
WAY

F/M Investments’s Waystar Holding Corp WAY Stock Holding History

F/M Investments’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 		$1.15M Buy
55,775
+620
+1% +$13K 0.06% 173
2026
Q1 		$1.33M Buy
55,155
+38,767
+237% +$1.03M 0.09% 138
2025
Q4 		$537K Buy
+16,388
New +$584K 0.02% 327

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

F/M Investments's WAY Position: Q2 2026 in Review

F/M Investments increased its Waystar Holding Corp (WAY) stake by 1.1% in Q2 2026, buying an estimated $13K and bringing the position to 55,775 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #173.

F/M Investments first reported a position in WAY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.33M in Q1 2026. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • F/M Investments held 55,775 shares of Waystar Holding Corp worth $1.15M as of Q2 2026.
  • F/M Investments bought 620 Waystar Holding Corp shares in Q2 2026, an estimated $13K.
  • Waystar Holding Corp made up 0.06% of F/M Investments's portfolio in Q2 2026, its #173 holding.
  • F/M Investments first reported a position in Waystar Holding Corp in Q4 2025 and has held it in 3 quarters since.
  • F/M Investments's Waystar Holding Corp position peaked at $1.33M in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.