UBS AM’s Waystar Holding Corp WAY Stock Holding History

UBS AM’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	$3.48M	Sell	169,608 -26,126	-13%	-$549K	﹤0.01%	1791
2026 Q1	$4.72M	Buy	195,734 +16,670	+9%	+$442K	﹤0.01%	1579
2025 Q4	$5.86M	Buy	179,064 +2,151	+1%	+$76.6K	﹤0.01%	1380
2025 Q3	$6.71M	Sell	176,913 -82,995	-32%	-$3.08M	﹤0.01%	1229
2025 Q2	$10.6M	Buy	259,908 +88,570	+52%	+$3.41M	﹤0.01%	1327
2025 Q1	$6.4M	Buy	171,338 +135,661	+380%	+$5.37M	﹤0.01%	1442
2024 Q4	$1.31M	Buy	+35,677	New	+$1.1M	﹤0.01%	2244

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

UBS AM's WAY Position: Q2 2026 in Review

UBS AM reduced its Waystar Holding Corp (WAY) stake by 13% in Q2 2026, selling an estimated $549K and leaving 169,608 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

UBS AM first reported a position in WAY in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6M in Q2 2025. 302 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

UBS AM held 169,608 shares of Waystar Holding Corp worth $3.48M as of Q2 2026.
UBS AM sold 26,126 Waystar Holding Corp shares in Q2 2026, an estimated $549K.
Waystar Holding Corp made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1791 holding.
UBS AM first reported a position in Waystar Holding Corp in Q4 2024 and has held it in 7 quarters since.
UBS AM's Waystar Holding Corp position peaked at $10.6M in Q2 2025.
302 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.