Wellington Management Group
WAY

Wellington Management Group’s Waystar Holding Corp WAY Stock Holding History

Wellington Management 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
2026
Q1 		$15.5M Sell
644,635
-27,098
-4% -$719K ﹤0.01% 1115
2025
Q4 		$22M Buy
671,733
+529,970
+374% +$18.9M ﹤0.01% 1003
2025
Q3 		$5.38M Buy
+141,763
New +$5.25M ﹤0.01% 1427

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 $6.73T AUM 46.02% 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

Wellington Management Group's WAY Position: Q1 2026 in Review

Wellington Management Group reduced its Waystar Holding Corp (WAY) stake by 4% in Q1 2026, selling an estimated $719K and leaving 644,635 shares worth $15.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Wellington Management Group first reported a position in WAY in Q3 2025 and has held it in 3 quarters since. The position peaked at $22M in Q4 2025. 307 funds tracked by Wall St. Rank hold WAY as of Q1 2026.

  • Wellington Management Group held 644,635 shares of Waystar Holding Corp worth $15.5M as of Q1 2026.
  • Wellington Management Group sold 27,098 Waystar Holding Corp shares in Q1 2026, an estimated $719K.
  • Waystar Holding Corp made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1115 holding.
  • Wellington Management Group first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 3 quarters since.
  • Wellington Management Group's Waystar Holding Corp position peaked at $22M in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.