Jones Financial Companies
WAY icon

Jones Financial Companies’s Waystar Holding Corp WAY Stock Holding History

Jones Financial Companies’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 		$66.7K Buy
3,354
+618
+23% +$13K ﹤0.01% 3002
2026
Q1 		$64.4K Buy
2,736
+506
+23% +$13.4K ﹤0.01% 2851
2025
Q4 		$73K Buy
+2,230
New +$79.4K ﹤0.01% 2354

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

Jones Financial Companies's WAY Position: Q2 2026 in Review

Jones Financial Companies increased its Waystar Holding Corp (WAY) stake by 23% in Q2 2026, buying an estimated $13K and bringing the position to 3,354 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3002.

Jones Financial Companies first reported a position in WAY in Q4 2025 and has held it in 3 quarters since. The position peaked at $73K in Q4 2025. 301 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Jones Financial Companies held 3,354 shares of Waystar Holding Corp worth $66.7K as of Q2 2026.
  • Jones Financial Companies bought 618 Waystar Holding Corp shares in Q2 2026, an estimated $13K.
  • Waystar Holding Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3002 holding.
  • Jones Financial Companies first reported a position in Waystar Holding Corp in Q4 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Waystar Holding Corp position peaked at $73K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.