SAM
WAY

Smartleaf Asset Management’s Waystar Holding Corp WAY Stock Holding History

Smartleaf Asset Management’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 		$4.97K Hold
249
– – ﹤0.01% 2683
2026
Q1 		$5.84K Sell
249
-911
-79% -$24.2K ﹤0.01% 2590
2025
Q4 		$38.3K Buy
1,160
+1,141
+6,005% +$40.6K ﹤0.01% 1682
2025
Q3 		$712 Buy
19
+13
+217% +$482 ﹤0.01% 2800
2025
Q2 		$238 Sell
6
-99
-94% -$3.81K ﹤0.01% 2649
2025
Q1 		$3.97K Buy
+105
New +$4.16K ﹤0.01% 2263

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

Smartleaf Asset Management's WAY Position: Q2 2026 in Review

Smartleaf Asset Management held its Waystar Holding Corp (WAY) position steady in Q2 2026 at 249 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

Smartleaf Asset Management first reported a position in WAY in Q1 2025 and has held it in 6 quarters since. The position peaked at $38.3K in Q4 2025. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Smartleaf Asset Management held 249 shares of Waystar Holding Corp worth $4.97K as of Q2 2026.
  • Smartleaf Asset Management left its Waystar Holding Corp share count unchanged in Q2 2026.
  • Waystar Holding Corp made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2683 holding.
  • Smartleaf Asset Management first reported a position in Waystar Holding Corp in Q1 2025 and has held it in 6 quarters since.
  • Smartleaf Asset Management's Waystar Holding Corp position peaked at $38.3K in Q4 2025.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.