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
Q2 		$5.27K Sell
246
-55
-18% -$1.16K ﹤0.01% 1811
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 $863M AUM 26.03% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Salomon & Ludwin's WAY Position: Q2 2026 in Review

Salomon & Ludwin reduced its Waystar Holding Corp (WAY) stake by 18% in Q2 2026, selling an estimated $1.16K and leaving 246 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Salomon & Ludwin first reported a position in WAY in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.1K in Q3 2025. 301 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Salomon & Ludwin held 246 shares of Waystar Holding Corp worth $5.27K as of Q2 2026.
  • Salomon & Ludwin sold 55 Waystar Holding Corp shares in Q2 2026, an estimated $1.16K.
  • Waystar Holding Corp made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1811 holding.
  • Salomon & Ludwin first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Waystar Holding Corp position peaked at $31.1K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.