LPL Financial
WAY

LPL Financial’s Waystar Holding Corp WAY Stock Holding History

LPL Financial’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 		$421K Buy
20,520
+815
+4% +$17.1K ﹤0.01% 5168
2026
Q1 		$475K Sell
19,705
-2,988
-13% -$79.3K ﹤0.01% 4795
2025
Q4 		$743K Buy
22,693
+2,019
+10% +$71.9K ﹤0.01% 4368
2025
Q3 		$784K Buy
20,674
+7,425
+56% +$275K ﹤0.01% 4245
2025
Q2 		$541K Buy
+13,249
New +$510K ﹤0.01% 4310

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

LPL Financial's WAY Position: Q2 2026 in Review

LPL Financial increased its Waystar Holding Corp (WAY) stake by 4.1% in Q2 2026, buying an estimated $17.1K and bringing the position to 20,520 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #5168.

LPL Financial first reported a position in WAY in Q2 2025 and has held it in 5 quarters since. The position peaked at $784K in Q3 2025. 301 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • LPL Financial held 20,520 shares of Waystar Holding Corp worth $421K as of Q2 2026.
  • LPL Financial bought 815 Waystar Holding Corp shares in Q2 2026, an estimated $17.1K.
  • Waystar Holding Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5168 holding.
  • LPL Financial first reported a position in Waystar Holding Corp in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's Waystar Holding Corp position peaked at $784K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.