Salomon & Ludwin
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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
Q3 		$25.6K Buy
1,010
+764
+311% +$18.4K ﹤0.01% 821
2026
Q2 		$5.27K Sell
246
-55
-18% -$1.16K ﹤0.01% 1811
2026
Q1 		$7.15K Sell
301
-201
-40% -$5.34K ﹤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

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
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
Peregrine Capital Management
Peregrine Capital Management Minneapolis, Minnesota $2.95B AUM 28.43% 1-Year Est. Return

Salomon & Ludwin's WAY Position: Q3 2026 in Review

Salomon & Ludwin increased its Waystar Holding Corp (WAY) stake by 311% in Q3 2026, buying an estimated $18.4K and bringing the position to 1,010 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Salomon & Ludwin first reported a position in WAY in Q3 2025 and has held it in 5 quarters since. The position peaked at $31.1K in Q3 2025. 156 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

  • Salomon & Ludwin held 1,010 shares of Waystar Holding Corp worth $25.6K as of Q3 2026.
  • Salomon & Ludwin bought 764 Waystar Holding Corp shares in Q3 2026, an estimated $18.4K.
  • Waystar Holding Corp made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #821 holding.
  • Salomon & Ludwin first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's Waystar Holding Corp position peaked at $31.1K in Q3 2025.
  • 156 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.