KCM
WAY

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

Kingdon 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
2026
Q1 		$10.6M Buy
438,000
+23,451
+6% +$622K 1.16% 32
2025
Q4 		$13.6M Buy
+414,549
New +$14.8M 1.61% 24

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
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Kingdon Capital Management's WAY Position: Q1 2026 in Review

Kingdon Capital Management increased its Waystar Holding Corp (WAY) stake by 5.7% in Q1 2026, buying an estimated $622K and bringing the position to 438,000 shares worth $10.6M. The position accounts for 1.16% of the portfolio, ranked #32.

Kingdon Capital Management first reported a position in WAY in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.6M in Q4 2025. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Kingdon Capital Management held 438,000 shares of Waystar Holding Corp worth $10.6M as of Q1 2026.
  • Kingdon Capital Management bought 23,451 Waystar Holding Corp shares in Q1 2026, an estimated $622K.
  • Waystar Holding Corp made up 1.16% of Kingdon Capital Management's portfolio in Q1 2026, its #32 holding.
  • Kingdon Capital Management first reported a position in Waystar Holding Corp in Q4 2025 and has held it in 2 quarters since.
  • Kingdon Capital Management's Waystar Holding Corp position peaked at $13.6M in Q4 2025.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Kingdon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.