Morgan Stanley

Morgan Stanley’s Waystar Holding Corp WAY Stock Holding History

Morgan Stanley’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 Q1	$23.1M	Buy	959,167 +120,353	+14%	+$3.19M	﹤0.01%	2818
2025 Q4	$27.5M	Sell	838,814 -140,711	-14%	-$5.01M	﹤0.01%	2639
2025 Q3	$37.1M	Buy	979,525 +193,376	+25%	+$7.17M	﹤0.01%	2277
2025 Q2	$32.1M	Buy	786,149 +201,470	+34%	+$7.76M	﹤0.01%	2342
2025 Q1	$21.8M	Buy	584,679 +306,454	+110%	+$12.1M	﹤0.01%	2600
2024 Q4	$10.2M	Sell	278,225 -208,493	-43%	-$6.41M	﹤0.01%	3391
2024 Q3	$13.6M	Sell	486,718 -996,477	-67%	-$24.6M	﹤0.01%	3175
2024 Q2	$31.9M	Buy	+1,483,195	New	+$32.1M	﹤0.01%	2172

Other funds holding WAY

EQT Fund Management Luxembourg $1.02B AUM

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return