Principal Financial Group
WAY

Principal Financial Group’s Waystar Holding Corp WAY Stock Holding History

Principal Financial Group’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 		$17.3M Buy
845,102
+26,075
+3% +$548K 0.01% 1082
2026
Q1 		$19.7M Sell
819,027
-7,843
-0.9% -$208K 0.01% 934
2025
Q4 		$27.1M Buy
826,870
+46,899
+6% +$1.67M 0.01% 717
2025
Q3 		$29.6M Buy
779,971
+636,521
+444% +$23.6M 0.01% 659
2025
Q2 		$5.86M Buy
143,450
+137,527
+2,322% +$5.3M ﹤0.01% 1509
2025
Q1 		$221K Buy
+5,923
New +$234K ﹤0.01% 2038

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

Principal Financial Group's WAY Position: Q2 2026 in Review

Principal Financial Group increased its Waystar Holding Corp (WAY) stake by 3.2% in Q2 2026, buying an estimated $548K and bringing the position to 845,102 shares worth $17.3M. The position accounts for 0.01% of the portfolio, ranked #1082.

Principal Financial Group first reported a position in WAY in Q1 2025 and has held it in 6 quarters since. The position peaked at $29.6M in Q3 2025. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Principal Financial Group held 845,102 shares of Waystar Holding Corp worth $17.3M as of Q2 2026.
  • Principal Financial Group bought 26,075 Waystar Holding Corp shares in Q2 2026, an estimated $548K.
  • Waystar Holding Corp made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1082 holding.
  • Principal Financial Group first reported a position in Waystar Holding Corp in Q1 2025 and has held it in 6 quarters since.
  • Principal Financial Group's Waystar Holding Corp position peaked at $29.6M in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.