YCM
WAY

Yousif Capital Management’s Waystar Holding Corp WAY Stock Holding History

Yousif Capital Management’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 		$641K Buy
31,245
+192
+0.6% +$4.04K 0.01% 1257
2026
Q1 		$749K Sell
31,053
-346
-1% -$9.18K 0.01% 1220
2025
Q4 		$934K Sell
31,399
-2,991
-9% -$107K 0.01% 1116
2025
Q3 		$1.3M Buy
+34,390
New +$1.27M 0.01% 956

Other funds holding WAY

WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Yousif Capital Management's WAY Position: Q2 2026 in Review

Yousif Capital Management increased its Waystar Holding Corp (WAY) stake by 0.62% in Q2 2026, buying an estimated $4.04K and bringing the position to 31,245 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #1257.

Yousif Capital Management first reported a position in WAY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.3M in Q3 2025. 15 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • Yousif Capital Management held 31,245 shares of Waystar Holding Corp worth $641K as of Q2 2026.
  • Yousif Capital Management bought 192 Waystar Holding Corp shares in Q2 2026, an estimated $4.04K.
  • Waystar Holding Corp made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1257 holding.
  • Yousif Capital Management first reported a position in Waystar Holding Corp in Q3 2025 and has held it in 4 quarters since.
  • Yousif Capital Management's Waystar Holding Corp position peaked at $1.3M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.