undamentalytics Newsletter

Waystar Holding Corp.: which funds bought and sold

Institutions that bought and sold Waystar Holding shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 180 institutions that filed 13F reports for both quarters added to or opened positions in Waystar Holding, and 159 cut or closed them. Together they added a net 4.9M shares, +2.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 4.2M shares (−8.4%); index fund managers were net buyers of 1.6M shares (+4.2%). 63 opened a new position and 72 sold out entirely.

Bought, Q2 2026 180 institutions, 63 of them new holders Sold, Q2 2026 159 institutions, 72 of them sold out
Net change, all compared +4.9M shares (+2.4%)
Net change, active managers −4.2M shares (−8.4%), 20 bought, 29 sold

Buyers versus sellers

institutions compared, 365
Active managers and hedge funds 20 bought · 29 sold · −4.2M
Index fund managers 7 bought · 4 sold · +1.6M
Other institutions 153 bought · 126 sold · +7.5M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Bank Of Montreal +1.7M +50.3% 5.2M $107M
Goldentree Asset Management LP +1.7M +38.6% 6.2M $126M
Millennium Management LLC Hedge fund +1.5M +72.9% 3.7M $75M
Greenvale Capital LLP +1.5M New position 1.5M $30.8M
Price T Rowe Associates Inc Active manager +1.2M +71.0% 2.9M $60.3M
Alta Fox Capital Management, LLC +1.0M New position 1.0M $21.3M
Morgan Stanley +1.0M +107.1% 2.0M $40.8M
Sunriver Management LLC +855K New position 855K $17.6M
Systematic Financial Management LP +848K New position 848K $17.4M
Blackrock, Inc. Index funds +770K +4.6% 17.4M $358M
UBS Group AG +731K +34.0% 2.9M $59.2M
Massachusetts Financial Services Co Active manager +693K +43.8% 2.3M $46.7M
Longaeva Partners L.P. +632K New position 632K $13M
Dimensional Fund Advisors LP +614K +30.0% 2.7M $54.6M
Clarkston Capital Partners, LLC +610K +64.1% 1.6M $32M
Balyasny Asset Management L.P. Hedge fund +580K +761.0% 656K $13.5M
Bank Of America Corp +518K +25.1% 2.6M $53M
Diamond Hill Capital Management, LLC (Investment Advisor) Active manager +506K +31.6% 2.1M $43.3M
Oberweis Asset Management Inc/ Active manager +422K +36.1% 1.6M $32.6M
USS Investment Management Ltd +410K New position 410K $8.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Pointstate Capital LP Hedge fund −2.7M −72.6% 1.0M $21.2M
Goldman Sachs Group Inc −1.7M −66.4% 880K $18.1M
RTW Investments, LP Hedge fund −1.6M Sold out 0 —
Arrowmark Colorado Holdings LLC −1.6M −73.4% 585K $12M
Neuberger Berman Group LLC Active manager −1.0M −22.2% 3.6M $74.6M
Artisan Partners Limited Partnership Active manager −729K −16.5% 3.7M $75.5M
Sio Capital Management, LLC −716K −43.6% 926K $19M
AQR Capital Management LLC Hedge fund −665K −54.5% 556K $11.4M
Silvercrest Asset Management Group LLC −601K Sold out 0 —
BAMCO Inc Active manager −538K −23.1% 1.8M $36.7M
Jennison Associates LLC Active manager −516K Sold out 0 —
Kingdon Capital Management, L.L.C. −438K Sold out 0 —
Deutsche Bank Ag\ −434K −72.5% 165K $3.4M
Renaissance Technologies LLC Hedge fund −423K Sold out 0 —
Burkehill Global Management, LP Hedge fund −400K Sold out 0 —
New York State Common Retirement Fund −338K −89.4% 40K $823,253
Seven Grand Managers, LLC −300K Sold out 0 —
Adage Capital Partners Gp, L.L.C. Hedge fund −274K −89.7% 31K $642,055
Ghisallo Capital Management LLC Hedge fund −250K −71.4% 100K $2.1M
Parkman Healthcare Partners LLC −239K −54.0% 204K $4.2M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Greenvale Capital LLP 1.5M $30.8M
Alta Fox Capital Management, LLC 1.0M $21.3M
Sunriver Management LLC 855K $17.6M
Systematic Financial Management LP 848K $17.4M
Longaeva Partners L.P. 632K $13M
USS Investment Management Ltd 410K $8.4M
Marathon Capital Management 315K $6.5M
Osterweis Capital Management Inc 281K $5.8M
Qube Research & Technologies LtdHedge fund 201K $4.1M
Winton Group LtdHedge fund 170K $3.5M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
RTW Investments, LPHedge fund 1.6M $39.3M
Silvercrest Asset Management Group LLC 601K $14.5M
Jennison Associates LLCActive manager 516K $12.4M
Kingdon Capital Management, L.L.C. 438K $10.6M
Renaissance Technologies LLCHedge fund 423K $10.2M
Burkehill Global Management, LPHedge fund 400K $9.6M
Seven Grand Managers, LLC 300K $7.2M
Next Century Growth Investors LLC 217K $5.2M
Lisanti Capital Growth, LLC 187K $4.5M
King Luther Capital Management CorpActive manager 155K $3.7M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
302
Ten largest holders
58.5%
of 13F-reported shares
Index fund managers
19.1%
of 13F-reported shares
Active managers and hedge funds
21.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 20 29 7 12 −4.2M −8.4%
Index fund managers 7 4 0 1 +1.6M +4.2%
Other institutions 153 126 56 59 +7.5M +6.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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