Jefferies Financial Group
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Jefferies Financial Group’s Waystar Holding Corp WAY Stock Holding History

Jefferies Financial Group’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 		– Sell
-29,839
Closed -$613K – 1930
2026
Q2 		$613K Buy
29,839
+20,187
+209% +$425K ﹤0.01% 1185
2026
Q1 		$233K Buy
+9,652
New +$256K ﹤0.01% 1468

Other funds holding WAY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Clarkston Capital Partners
Clarkston Capital Partners Rochester, Michigan $1.1B AUM 2.84% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Jefferies Financial Group's WAY Position: Q3 2026 in Review

Jefferies Financial Group sold out of Waystar Holding Corp (WAY) in Q3 2026, closing a stake of 29,839 shares — an estimated $613K sold.

Jefferies Financial Group first reported a position in WAY in Q1 2026 and held it in 2 quarters. The position peaked at $613K in Q2 2026. 184 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

  • Jefferies Financial Group reported no remaining Waystar Holding Corp position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 29,839 Waystar Holding Corp shares in Q3 2026, an estimated $613K.
  • Jefferies Financial Group first reported a position in Waystar Holding Corp in Q1 2026 and held it in 2 quarters.
  • Jefferies Financial Group's Waystar Holding Corp position peaked at $613K in Q2 2026.
  • 184 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.