JFG
WAY

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
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

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

Jefferies Financial Group's WAY Position: Q2 2026 in Review

Jefferies Financial Group increased its Waystar Holding Corp (WAY) stake by 209% in Q2 2026, buying an estimated $425K and bringing the position to 29,839 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Jefferies Financial Group first reported a position in WAY in Q1 2026 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Jefferies Financial Group held 29,839 shares of Waystar Holding Corp worth $613K as of Q2 2026.
  • Jefferies Financial Group bought 20,187 Waystar Holding Corp shares in Q2 2026, an estimated $425K.
  • Waystar Holding Corp made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1185 holding.
  • Jefferies Financial Group first reported a position in Waystar Holding Corp in Q1 2026 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.