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Waystar Holding Corp.

WAY Healthcare
$19.91 +$0.52 (2.68%)
Market Cap: $3.82 B
Gurus Holding
6
Popularity Rank
#1541
% of Shares Held
1.80%
Net Activity (Q1 2026)
+$27.29 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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $68.58 M.

Top institutional holders include Diamond Hill Capital and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $27.29 M net inflow during the quarter.

Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 60.5%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$68.51 M
Total Buy Value
New Buys 2
Additions 2
-$41.22 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for Waystar Holding Corp. (WAY)

Major holders include Diamond Hill Capital ($38.66 M), Cliff Asness ($29.42 M), Renaissance Technologies (RenTech) ($10.2 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 3.44 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $27.29 M, with 4 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 $41.22 M.

Yes, 2 managers opened new positions in WAY, and 2 increased their existing holdings. The total reported buy value was $68.51 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.24% New Buy 1,603,517 $38.66 M Q1 2026
0.01% Add 1784.9% 1,220,241 $29.42 M Q1 2026
0.02% Reduce -60.5% 423,200 $10.2 M Q1 2026
0.01% Add 69.3% 178,206 $4.3 M Q1 2026
0.00% New Buy 9,652 $232,709 Q1 2026
0.00% Reduce -7.9% 9,444 $227,695 Q1 2026
Date
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Transaction
Value
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Position / Chg
SEC Form