Raymond James Financial
WAY

Raymond James Financial’s Waystar Holding Corp WAY Stock Holding History

Raymond James Financial’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 		$9.42M Buy
458,926
+308,945
+206% +$6.5M ﹤0.01% 2214
2026
Q1 		$3.62M Buy
149,981
+11,335
+8% +$301K ﹤0.01% 2866
2025
Q4 		$4.54M Buy
138,646
+1,103
+0.8% +$39.3K ﹤0.01% 2588
2025
Q3 		$5.22M Sell
137,543
-2,993
-2% -$111K ﹤0.01% 2423
2025
Q2 		$5.74M Buy
140,536
+7,556
+6% +$291K ﹤0.01% 2278
2025
Q1 		$4.97M Buy
132,980
+92,007
+225% +$3.64M ﹤0.01% 2330
2024
Q4 		$1.5M Buy
+40,973
New +$1.26M ﹤0.01% 3174

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

Raymond James Financial's WAY Position: Q2 2026 in Review

Raymond James Financial increased its Waystar Holding Corp (WAY) stake by 206% in Q2 2026, buying an estimated $6.5M and bringing the position to 458,926 shares worth $9.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Raymond James Financial first reported a position in WAY in Q4 2024 and has held it in 7 quarters since. 301 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Raymond James Financial held 458,926 shares of Waystar Holding Corp worth $9.42M as of Q2 2026.
  • Raymond James Financial bought 308,945 Waystar Holding Corp shares in Q2 2026, an estimated $6.5M.
  • Waystar Holding Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2214 holding.
  • Raymond James Financial first reported a position in Waystar Holding Corp in Q4 2024 and has held it in 7 quarters since.
  • 301 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.