Rockefeller Capital Management
WAY

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

Rockefeller 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
Q1 		$21.6K Buy
894
+609
+214% +$16.2K ﹤0.01% 3686
2025
Q4 		$9.33K Sell
285
-94
-25% -$3.35K ﹤0.01% 3834
2025
Q3 		$14.4K Buy
+379
New +$14K ﹤0.01% 3502

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

Rockefeller Capital Management's WAY Position: Q1 2026 in Review

Rockefeller Capital Management increased its Waystar Holding Corp (WAY) stake by 214% in Q1 2026, buying an estimated $16.2K and bringing the position to 894 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3686.

Rockefeller Capital Management first reported a position in WAY in Q3 2025 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Rockefeller Capital Management held 894 shares of Waystar Holding Corp worth $21.6K as of Q1 2026.
  • Rockefeller Capital Management bought 609 Waystar Holding Corp shares in Q1 2026, an estimated $16.2K.
  • Waystar Holding Corp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3686 holding.
  • Rockefeller Capital Management first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.