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Farther Finance Advisors’s Waystar Holding Corp WAY Stock Holding History

Farther Finance 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
Q3 		$117K Sell
4,634
-123
-3% -$2.96K ﹤0.01% 2724
2026
Q2 		$97.1K Buy
4,757
+32
+0.7% +$673 ﹤0.01% 2723
2026
Q1 		$112K Buy
4,725
+765
+19% +$20.3K ﹤0.01% 2424
2025
Q4 		$130K Buy
3,960
+3,564
+900% +$127K ﹤0.01% 2183
2025
Q3 		$15K Buy
396
+391
+7,820% +$14.5K ﹤0.01% 3214
2025
Q2 		$204 Buy
+5
New +$193 ﹤0.01% 4203

Other funds holding WAY

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
FPN
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's WAY Position: Q3 2026 in Review

Farther Finance Advisors reduced its Waystar Holding Corp (WAY) stake by 2.6% in Q3 2026, selling an estimated $2.96K and leaving 4,634 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #2724.

Farther Finance Advisors first reported a position in WAY in Q2 2025 and has held it in 6 quarters since. The position peaked at $130K in Q4 2025. 16 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

  • Farther Finance Advisors held 4,634 shares of Waystar Holding Corp worth $117K as of Q3 2026.
  • Farther Finance Advisors sold 123 Waystar Holding Corp shares in Q3 2026, an estimated $2.96K.
  • Waystar Holding Corp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2724 holding.
  • Farther Finance Advisors first reported a position in Waystar Holding Corp in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Waystar Holding Corp position peaked at $130K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.