UBS Group
WAY

UBS Group’s Waystar Holding Corp WAY Stock Holding History

UBS 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
2025
Q4 		– Sell
-50,000
Closed -$1.9M – 11343
2025
Q3 		$1.9M Buy
+50,000
New +$1.85M ﹤0.01% 5004

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

UBS Group's WAY Position: Q2 2026 in Review

UBS Group increased its Waystar Holding Corp (WAY) stake by 34% in Q2 2026, buying an estimated $15.4M and bringing the position to 2,884,399 shares worth $59.2M. The position accounts for 0.01% of the portfolio, ranked #1580.

UBS Group first reported a position in WAY in Q2 2024 and has held it in 9 quarters since. The position peaked at $133M in Q3 2025. 301 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • UBS Group held 2,884,399 shares of Waystar Holding Corp worth $59.2M as of Q2 2026.
  • UBS Group bought 731,450 Waystar Holding Corp shares in Q2 2026, an estimated $15.4M.
  • Waystar Holding Corp made up 0.01% of UBS Group's portfolio in Q2 2026, its #1580 holding.
  • UBS Group first reported a position in Waystar Holding Corp in Q2 2024 and has held it in 9 quarters since.
  • UBS Group's Waystar Holding Corp position peaked at $133M in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

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