Select Equity Group’s Waystar Holding Corp WAY Stock Holding History

Select Equity Group’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	$20.6M	Buy	1,003,417 +80,176	+9%	+$1.69M	0.1%	111
2026 Q1	$22.3M	Buy	923,241 +288,631	+45%	+$7.66M	0.11%	103
2025 Q4	$20.8M	Buy	634,610 +89,197	+16%	+$3.18M	0.09%	118
2025 Q3	$20.7M	Buy	545,413 +270,247	+98%	+$10M	0.09%	107
2025 Q2	$11.2M	Buy	+275,166	New	+$10.6M	0.05%	114

Other funds holding WAY

EFM

EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Select Equity Group's WAY Position: Q2 2026 in Review

Select Equity Group increased its Waystar Holding Corp (WAY) stake by 8.7% in Q2 2026, buying an estimated $1.69M and bringing the position to 1,003,417 shares worth $20.6M. The position accounts for 0.1% of the portfolio, ranked #111.

Select Equity Group first reported a position in WAY in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.3M in Q1 2026. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

Select Equity Group held 1,003,417 shares of Waystar Holding Corp worth $20.6M as of Q2 2026.
Select Equity Group bought 80,176 Waystar Holding Corp shares in Q2 2026, an estimated $1.69M.
Waystar Holding Corp made up 0.1% of Select Equity Group's portfolio in Q2 2026, its #111 holding.
Select Equity Group first reported a position in Waystar Holding Corp in Q2 2025 and has held it in 5 quarters since.
Select Equity Group's Waystar Holding Corp position peaked at $22.3M in Q1 2026.
302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.