Root Financial Partners
WAY icon

Root Financial Partners’s Waystar Holding Corp WAY Stock Holding History

Root Financial Partners’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
Q3 		$1.88K Buy
+74
New +$1.78K ﹤0.01% 2678
2026
Q2 		– Sell
-1,052
Closed -$25.4K – 3324
2026
Q1 		$25.4K Buy
1,052
+1,036
+6,475% +$27.5K ﹤0.01% 1194
2025
Q4 		$524 Buy
+16
New +$570 ﹤0.01% 2203

Other funds holding WAY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Root Financial Partners's WAY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Waystar Holding Corp (WAY) in Q3 2026: 74 shares worth $1.88K. The stake represents ﹤0.01% of the portfolio and ranks #2678 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WAY as recently as Q1 2026.

Root Financial Partners first reported a position in WAY in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.4K in Q1 2026. 140 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

  • Root Financial Partners held 74 shares of Waystar Holding Corp worth $1.88K as of Q3 2026.
  • Waystar Holding Corp was a new Root Financial Partners position in Q3 2026.
  • Waystar Holding Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2678 holding.
  • Root Financial Partners first reported a position in Waystar Holding Corp in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Waystar Holding Corp position peaked at $25.4K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.