HNW
WAY

High Note Wealth’s Waystar Holding Corp WAY Stock Holding History

High Note Wealth’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 		$1.66K Buy
+81
New +$1.7K ﹤0.01% 862
2026
Q1 		– Sell
-89
Closed -$2.92K – 1011
2025
Q4 		$2.92K Buy
+89
New +$3.17K ﹤0.01% 671

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

High Note Wealth's WAY Position: Q2 2026 in Review

High Note Wealth opened a new position in Waystar Holding Corp (WAY) in Q2 2026: 81 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings. This is a return to the name: High Note Wealth previously reported a position in WAY as recently as Q4 2025.

High Note Wealth first reported a position in WAY in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.92K in Q4 2025. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • High Note Wealth held 81 shares of Waystar Holding Corp worth $1.66K as of Q2 2026.
  • Waystar Holding Corp was a new High Note Wealth position in Q2 2026.
  • Waystar Holding Corp made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #862 holding.
  • High Note Wealth first reported a position in Waystar Holding Corp in Q4 2025 and has held it in 2 quarters since.
  • High Note Wealth's Waystar Holding Corp position peaked at $2.92K in Q4 2025.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.