SL
WAY

Salomon & Ludwin’s Waystar Holding Corp WAY Stock Holding History

Salomon & Ludwin’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 		$7.15K Sell
301
-201
-40% -$5.33K ﹤0.01% 1650
2025
Q4 		$16K Sell
502
-156
-24% -$5.56K ﹤0.01% 1078
2025
Q3 		$31.1K Buy
+658
New +$24.4K ﹤0.01% 559

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

Salomon & Ludwin's WAY Position: Q1 2026 in Review

Salomon & Ludwin reduced its Waystar Holding Corp (WAY) stake by 40% in Q1 2026, selling an estimated $5.33K and leaving 301 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Salomon & Ludwin first reported a position in WAY in Q3 2025 and has held it in 3 quarters since. The position peaked at $31.1K in Q3 2025. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Salomon & Ludwin held 301 shares of Waystar Holding Corp worth $7.15K as of Q1 2026.
  • Salomon & Ludwin sold 201 Waystar Holding Corp shares in Q1 2026, an estimated $5.33K.
  • Waystar Holding Corp made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1650 holding.
  • Salomon & Ludwin first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 3 quarters since.
  • Salomon & Ludwin's Waystar Holding Corp position peaked at $31.1K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.