IA
WAY

IFP Advisors’s Waystar Holding Corp WAY Stock Holding History

IFP 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
Q2 		$17.2K Buy
839
+153
+22% +$3.22K ﹤0.01% 3062
2026
Q1 		$16.5K Buy
+686
New +$18.2K ﹤0.01% 2875
2025
Q4 		– Sell
-7
Closed -$265 – 5064
2025
Q3 		$265 Sell
7
-1
-13% -$37 ﹤0.01% 4336
2025
Q2 		$327 Buy
+8
New +$308 ﹤0.01% 4541
2025
Q1 		– Sell
-1
Closed -$37 – 4681
2024
Q4 		$37 Buy
+1
New +$31 ﹤0.01% 4335

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

IFP Advisors's WAY Position: Q2 2026 in Review

IFP Advisors increased its Waystar Holding Corp (WAY) stake by 22% in Q2 2026, buying an estimated $3.22K and bringing the position to 839 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3062.

IFP Advisors first reported a position in WAY in Q4 2024 and has held it in 5 quarters since. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • IFP Advisors held 839 shares of Waystar Holding Corp worth $17.2K as of Q2 2026.
  • IFP Advisors bought 153 Waystar Holding Corp shares in Q2 2026, an estimated $3.22K.
  • Waystar Holding Corp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3062 holding.
  • IFP Advisors first reported a position in Waystar Holding Corp in Q4 2024 and has held it in 5 quarters since.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.