LRI Investments’s Waystar Holding Corp WAY Stock Holding History

LRI Investments’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	$41	Buy	+2	New	+$42	﹤0.01%	1917

Other funds holding WAY

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Mountain Pacific Investment Advisers Boise, Idaho $635M AUM 26.7% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

LRI Investments's WAY Position: Q2 2026 in Review

LRI Investments opened a new position in Waystar Holding Corp (WAY) in Q2 2026: 2 shares worth $41. The stake represents ﹤0.01% of the portfolio and ranks #1917 among its holdings.

65 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

LRI Investments held 2 shares of Waystar Holding Corp worth $41 as of Q2 2026.
Waystar Holding Corp was a new LRI Investments position in Q2 2026.
Waystar Holding Corp made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1917 holding.
65 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.