Luther King Capital Management (LKCM)
WAY

Luther King Capital Management (LKCM)’s Waystar Holding Corp WAY Stock Holding History

Luther King Capital Management (LKCM)’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 		– Sell
-155,390
Closed -$3.75M – 634
2026
Q1 		$3.75M Sell
155,390
-42,238
-21% -$1.12M 0.02% 281
2025
Q4 		$6.47M Buy
197,628
+79,303
+67% +$2.83M 0.03% 221
2025
Q3 		$4.49M Buy
118,325
+36,160
+44% +$1.34M 0.02% 266
2025
Q2 		$3.36M Buy
+82,165
New +$3.17M 0.01% 288

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

Luther King Capital Management (LKCM)'s WAY Position: Q2 2026 in Review

Luther King Capital Management (LKCM) sold out of Waystar Holding Corp (WAY) in Q2 2026, closing a stake of 155,390 shares — an estimated $3.75M sold.

Luther King Capital Management (LKCM) first reported a position in WAY in Q2 2025 and held it in 4 quarters. The position peaked at $6.47M in Q4 2025. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Luther King Capital Management (LKCM) reported no remaining Waystar Holding Corp position as of Q2 2026 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 155,390 Waystar Holding Corp shares in Q2 2026, an estimated $3.75M.
  • Luther King Capital Management (LKCM) first reported a position in Waystar Holding Corp in Q2 2025 and held it in 4 quarters.
  • Luther King Capital Management (LKCM)'s Waystar Holding Corp position peaked at $6.47M in Q4 2025.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.