HCM
WAY

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

HMS 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
2025
Q4 		– Sell
-9,379
Closed -$356K – 110
2025
Q3 		$356K Sell
9,379
-317
-3% -$11.8K 0.15% 88
2025
Q2 		$396K Buy
9,696
+81
+0.8% +$3.12K 0.18% 87
2025
Q1 		$344K Buy
+9,615
New +$381K 0.19% 80

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HMS Capital Management's WAY Position: Q4 2025 in Review

HMS Capital Management sold out of Waystar Holding Corp (WAY) in Q4 2025, closing a stake of 9,379 shares — an estimated $356K sold.

HMS Capital Management first reported a position in WAY in Q1 2025 and held it in 3 quarters. The position peaked at $396K in Q2 2025. 300 funds tracked by Wall St. Rank hold WAY as of Q4 2025.

  • HMS Capital Management reported no remaining Waystar Holding Corp position as of Q4 2025 after selling out during the quarter.
  • HMS Capital Management sold 9,379 Waystar Holding Corp shares in Q4 2025, an estimated $356K.
  • HMS Capital Management first reported a position in Waystar Holding Corp in Q1 2025 and held it in 3 quarters.
  • HMS Capital Management's Waystar Holding Corp position peaked at $396K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q4 2025.

Based on HMS Capital Management's 13F filing for Q4 2025, filed 16 Jan 2026.