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Waystar Holding Corp.

WAY Healthcare
$23.9 $-0.21 (-0.87%)
Market Cap: $4.58 B
Gurus Holding
5
Popularity Rank
#1736
% of Shares Held
1.06%
Net Activity (Q4 2025)
-$13.72 M

Guru Ownership Trend

Guru Analysis for Waystar Holding Corp. (WAY)

Waystar Holding Corp. (WAY), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $48.58 M.

Top institutional holders include Renaissance Technologies (RenTech) and Steven Cohen.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $13.72 M net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 90.1%. Conversely, Joel Greenblatt reduced exposure by 44.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$2.57 M
Total Buy Value
New Buys 0
Additions 3
-$16.3 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for Waystar Holding Corp. (WAY)

Major holders include Renaissance Technologies (RenTech) ($35.12 M), Steven Cohen ($25.55 M), Joel Greenblatt ($3.45 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.03 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $13.72 M, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited WAY. The total reported sell value was $16.3 M.

Yes, 0 managers opened new positions in WAY, and 3 increased their existing holdings. The total reported buy value was $2.57 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Reduce -2.2% 1,072,300 $35.12 M Q4 2025
0.03% Add 9.3% 780,305 $25.55 M Q4 2025
0.01% Reduce -44.2% 105,238 $3.45 M Q4 2025
0.00% Add 12.6% 64,737 $2.12 M Q4 2025
0.00% Add 90.1% 10,256 $335,884 Q4 2025
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