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
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 $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

Raymond James Financial's WAY Position: Q1 2026 in Review

Raymond James Financial increased its Waystar Holding Corp (WAY) stake by 8.2% in Q1 2026, buying an estimated $301K and bringing the position to 149,981 shares worth $3.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

Raymond James Financial first reported a position in WAY in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.74M in Q2 2025. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Raymond James Financial held 149,981 shares of Waystar Holding Corp worth $3.62M as of Q1 2026.
  • Raymond James Financial bought 11,335 Waystar Holding Corp shares in Q1 2026, an estimated $301K.
  • Waystar Holding Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2866 holding.
  • Raymond James Financial first reported a position in Waystar Holding Corp in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Waystar Holding Corp position peaked at $5.74M in Q2 2025.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.