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 $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

UBS Group's WAY Position: Q1 2026 in Review

UBS Group reduced its Waystar Holding Corp (WAY) stake by 6.8% in Q1 2026, selling an estimated $4.18M and leaving 2,152,949 shares worth $51.9M. The position accounts for 0.01% of the portfolio, ranked #1598.

UBS Group first reported a position in WAY in Q2 2024 and has held it in 8 quarters since. The position peaked at $133M in Q3 2025. 306 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • UBS Group held 2,152,949 shares of Waystar Holding Corp worth $51.9M as of Q1 2026.
  • UBS Group sold 157,643 Waystar Holding Corp shares in Q1 2026, an estimated $4.18M.
  • Waystar Holding Corp made up 0.01% of UBS Group's portfolio in Q1 2026, its #1598 holding.
  • UBS Group first reported a position in Waystar Holding Corp in Q2 2024 and has held it in 8 quarters since.
  • UBS Group's Waystar Holding Corp position peaked at $133M in Q3 2025.
  • 306 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.