Zimmer Partners’s Waystar Holding Corp WAY Stock Holding History

Zimmer Partners’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 Q3	–	Sell	-115,000	Closed	-$4.7M	–	206
2025 Q2	$4.7M	Sell	115,000 -185,000	-62%	-$7.13M	0.1%	114
2025 Q1	$11.2M	Buy	+300,000	New	+$11.9M	0.21%	80
2024 Q4	–	Sell	-579,868	Closed	-$16.2M	–	191
2024 Q3	$16.2M	Sell	579,868 -375,848	-39%	-$9.27M	0.3%	62
2024 Q2	$20.5M	Buy	+955,716	New	+$20.7M	0.38%	49

Other funds holding WAY

EFM

EQT Fund Management Luxembourg $1.02B AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Zimmer Partners's WAY Position: Q3 2025 in Review

Zimmer Partners sold out of Waystar Holding Corp (WAY) in Q3 2025, closing a stake of 115,000 shares — an estimated $4.7M sold.

Zimmer Partners first reported a position in WAY in Q2 2024 and held it in 4 quarters. The position peaked at $20.5M in Q2 2024. 301 funds tracked by Wall St. Rank hold WAY as of Q3 2025.

Zimmer Partners reported no remaining Waystar Holding Corp position as of Q3 2025 after selling out during the quarter.
Zimmer Partners sold 115,000 Waystar Holding Corp shares in Q3 2025, an estimated $4.7M.
Zimmer Partners first reported a position in Waystar Holding Corp in Q2 2024 and held it in 4 quarters.
Zimmer Partners's Waystar Holding Corp position peaked at $20.5M in Q2 2024.
301 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2025.

Based on Zimmer Partners's 13F filing for Q3 2025, filed 14 Nov 2025.