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

MAI 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 Q2	–	Sell	-3,055	Closed	-$73.7K	–	4861
2026 Q1	$73.7K	Buy	3,055 +2,967	+3,372%	+$78.7K	﹤0.01%	1996
2025 Q4	$2.88K	Buy	88 +7	+9%	+$249	﹤0.01%	3320
2025 Q3	$3.07K	Sell	81 -13	-14%	-$482	﹤0.01%	3194
2025 Q2	$3.84K	Hold	94	–	–	﹤0.01%	3174
2025 Q1	$3.51K	Hold	94	–	–	﹤0.01%	2832
2024 Q4	$3.45K	Buy	+94	New	+$2.89K	﹤0.01%	2895

Other funds holding WAY

EFM

EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MAI Capital Management's WAY Position: Q2 2026 in Review

MAI Capital Management sold out of Waystar Holding Corp (WAY) in Q2 2026, closing a stake of 3,055 shares — an estimated $73.7K sold.

MAI Capital Management first reported a position in WAY in Q4 2024 and held it in 6 quarters. The position peaked at $73.7K in Q1 2026. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

MAI Capital Management reported no remaining Waystar Holding Corp position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 3,055 Waystar Holding Corp shares in Q2 2026, an estimated $73.7K.
MAI Capital Management first reported a position in Waystar Holding Corp in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Waystar Holding Corp position peaked at $73.7K in Q1 2026.
302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.