Financial Planning Navigators’s Waystar Holding Corp WAY Stock Holding History

Financial Planning Navigators’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	$295K	Buy	+14,378	New	+$302K	0.11%	51

Other funds holding WAY

EFM

EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Financial Planning Navigators's WAY Position: Q2 2026 in Review

Financial Planning Navigators opened a new position in Waystar Holding Corp (WAY) in Q2 2026: 14,378 shares worth $295K. The stake represents 0.11% of the portfolio and ranks #51 among its holdings.

300 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

Financial Planning Navigators held 14,378 shares of Waystar Holding Corp worth $295K as of Q2 2026.
Waystar Holding Corp was a new Financial Planning Navigators position in Q2 2026.
Waystar Holding Corp made up 0.11% of Financial Planning Navigators's portfolio in Q2 2026, its #51 holding.
300 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Financial Planning Navigators's 13F filing for Q2 2026, filed 28 Jul 2026.