Stifel Financial
WAY

Stifel Financial’s Waystar Holding Corp WAY Stock Holding History

Stifel Financial’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 		$215K Buy
+10,453
New +$220K ﹤0.01% 3477
2025
Q1 		– Sell
-7,341
Closed -$269K – 3564
2024
Q4 		$269K Buy
7,341
+26
+0.4% +$799 ﹤0.01% 3010
2024
Q3 		$204K Buy
+7,315
New +$180K ﹤0.01% 3137

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

Stifel Financial's WAY Position: Q2 2026 in Review

Stifel Financial opened a new position in Waystar Holding Corp (WAY) in Q2 2026: 10,453 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #3477 among its holdings. This is a return to the name: Stifel Financial previously reported a position in WAY as recently as Q4 2024.

Stifel Financial first reported a position in WAY in Q3 2024 and has held it in 3 quarters since. The position peaked at $269K in Q4 2024. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Stifel Financial held 10,453 shares of Waystar Holding Corp worth $215K as of Q2 2026.
  • Waystar Holding Corp was a new Stifel Financial position in Q2 2026.
  • Waystar Holding Corp made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3477 holding.
  • Stifel Financial first reported a position in Waystar Holding Corp in Q3 2024 and has held it in 3 quarters since.
  • Stifel Financial's Waystar Holding Corp position peaked at $269K in Q4 2024.
  • 302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.