Select Equity Group
WAY

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
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 $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

Select Equity Group's WAY Position: Q1 2026 in Review

Select Equity Group increased its Waystar Holding Corp (WAY) stake by 45% in Q1 2026, buying an estimated $7.66M and bringing the position to 923,241 shares worth $22.3M. The position accounts for 0.11% of the portfolio, ranked #103.

Select Equity Group first reported a position in WAY in Q2 2025 and has held it in 4 quarters since. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Select Equity Group held 923,241 shares of Waystar Holding Corp worth $22.3M as of Q1 2026.
  • Select Equity Group bought 288,631 Waystar Holding Corp shares in Q1 2026, an estimated $7.66M.
  • Waystar Holding Corp made up 0.11% of Select Equity Group's portfolio in Q1 2026, its #103 holding.
  • Select Equity Group first reported a position in Waystar Holding Corp in Q2 2025 and has held it in 4 quarters since.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.