LFG
WAY

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

Larson 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 		$1.43M Buy
69,759
+64,858
+1,323% +$1.36M 0.04% 300
2026
Q1 		$118K Buy
+4,901
New +$130K ﹤0.01% 926
2025
Q4 		– Sell
-369
Closed -$14K – 3702
2025
Q3 		$14K Sell
369
-623
-63% -$23.1K ﹤0.01% 1843
2025
Q2 		$40.5K Buy
992
+865
+681% +$33.3K ﹤0.01% 1153
2025
Q1 		$4.75K Buy
+127
New +$5.03K ﹤0.01% 1897

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

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

Larson Financial Group increased its Waystar Holding Corp (WAY) stake by 1,323% in Q2 2026, buying an estimated $1.36M and bringing the position to 69,759 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #300.

Larson Financial Group first reported a position in WAY in Q1 2025 and has held it in 5 quarters since. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Larson Financial Group held 69,759 shares of Waystar Holding Corp worth $1.43M as of Q2 2026.
  • Larson Financial Group bought 64,858 Waystar Holding Corp shares in Q2 2026, an estimated $1.36M.
  • Waystar Holding Corp made up 0.04% of Larson Financial Group's portfolio in Q2 2026, its #300 holding.
  • Larson Financial Group first reported a position in Waystar Holding Corp in Q1 2025 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 Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.