Wellington Management Group
WAY icon

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
Q2 		$16.3M Buy
793,481
+148,846
+23% +$3.13M ﹤0.01% 1150
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 $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

Wellington Management Group's WAY Position: Q2 2026 in Review

Wellington Management Group increased its Waystar Holding Corp (WAY) stake by 23% in Q2 2026, buying an estimated $3.13M and bringing the position to 793,481 shares worth $16.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Wellington Management Group first reported a position in WAY in Q3 2025 and has held it in 4 quarters since. The position peaked at $22M in Q4 2025. 301 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Wellington Management Group held 793,481 shares of Waystar Holding Corp worth $16.3M as of Q2 2026.
  • Wellington Management Group bought 148,846 Waystar Holding Corp shares in Q2 2026, an estimated $3.13M.
  • Waystar Holding Corp made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1150 holding.
  • Wellington Management Group first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 4 quarters since.
  • Wellington Management Group's Waystar Holding Corp position peaked at $22M in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.