ORI
WAY

Oak Ridge Investments’s Waystar Holding Corp WAY Stock Holding History

Oak Ridge 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
Q1 		$1.41M Buy
58,466
+21,246
+57% +$564K 0.09% 110
2025
Q4 		$1.22M Sell
37,220
-19,179
-34% -$683K 0.07% 119
2025
Q3 		$2.14M Buy
+56,399
New +$2.09M 0.14% 88

Other funds holding WAY

EFM
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Oak Ridge Investments's WAY Position: Q1 2026 in Review

Oak Ridge Investments increased its Waystar Holding Corp (WAY) stake by 57% in Q1 2026, buying an estimated $564K and bringing the position to 58,466 shares worth $1.41M. The position accounts for 0.09% of the portfolio, ranked #110.

Oak Ridge Investments first reported a position in WAY in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.14M in Q3 2025. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Oak Ridge Investments held 58,466 shares of Waystar Holding Corp worth $1.41M as of Q1 2026.
  • Oak Ridge Investments bought 21,246 Waystar Holding Corp shares in Q1 2026, an estimated $564K.
  • Waystar Holding Corp made up 0.09% of Oak Ridge Investments's portfolio in Q1 2026, its #110 holding.
  • Oak Ridge Investments first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 3 quarters since.
  • Oak Ridge Investments's Waystar Holding Corp position peaked at $2.14M in Q3 2025.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Oak Ridge Investments's 13F filing for Q1 2026, filed 30 Apr 2026.