OCM
WAY

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

Osterweis 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 		$5.78M Buy
+281,360
New +$5.92M 0.27% 84
2026
Q1 		– Sell
-253,275
Closed -$8.29M – 282
2025
Q4 		$8.29M Buy
253,275
+34,665
+16% +$1.23M 0.35% 72
2025
Q3 		$8.29M Buy
+218,610
New +$8.1M 0.37% 72

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

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

Osterweis Capital Management opened a new position in Waystar Holding Corp (WAY) in Q2 2026: 281,360 shares worth $5.78M. The stake represents 0.27% of the portfolio and ranks #84 among its holdings. This is a return to the name: Osterweis Capital Management previously reported a position in WAY as recently as Q4 2025.

Osterweis Capital Management first reported a position in WAY in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.29M in Q4 2025. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Osterweis Capital Management held 281,360 shares of Waystar Holding Corp worth $5.78M as of Q2 2026.
  • Waystar Holding Corp was a new Osterweis Capital Management position in Q2 2026.
  • Waystar Holding Corp made up 0.27% of Osterweis Capital Management's portfolio in Q2 2026, its #84 holding.
  • Osterweis Capital Management first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 3 quarters since.
  • Osterweis Capital Management's Waystar Holding Corp position peaked at $8.29M in Q4 2025.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

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