TPWA
WAY

Twin Peaks Wealth Advisors’s Waystar Holding Corp WAY Stock Holding History

Twin Peaks Wealth Advisors’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 		$8.08K Buy
+335
New +$8.89K ﹤0.01% 1164
2025
Q3 		– Sell
-4
Closed -$138 – 2232
2025
Q2 		$138 Buy
+4
New +$154 ﹤0.01% 2073

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

Twin Peaks Wealth Advisors's WAY Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Waystar Holding Corp (WAY) in Q1 2026: 335 shares worth $8.08K. The stake represents ﹤0.01% of the portfolio and ranks #1164 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WAY as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WAY in Q2 2025 and has held it in 2 quarters since. 305 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Twin Peaks Wealth Advisors held 335 shares of Waystar Holding Corp worth $8.08K as of Q1 2026.
  • Waystar Holding Corp was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Waystar Holding Corp made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1164 holding.
  • Twin Peaks Wealth Advisors first reported a position in Waystar Holding Corp in Q2 2025 and has held it in 2 quarters since.
  • 305 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.