Follow-The-Filings

Security · featured owners

WAY Waystar Hldg Corp.

Health Care COM Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 0.1%
  • $42M
  • 1 new 1 reduce

WAY (Waystar Hldg Corp.) is held in 2 featured 13F books as of 2026 Q2. Ron Baron - Bamco Inc. (Baron Capital) is the largest tracked holder by portfolio weight (0.06%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.1% (Ron Baron - Bamco Inc. (Baron Capital)) · not free-float ownership

  1. Ron Baron Reduce 0.06%
  2. Farallon Capital Management New 0.03%

Holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

History
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.06% Reduce −23.1% 1,787,600 $37M History
Farallon Capital Management 2026 Q2 0.03% New 0.03% 264,900 $5M History

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01
10-Q
8-K 5.07
8-K 2.02,9.01
10-Q
DEFA14A

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4/A Period Jun 3, 2026 · 7 forms
4 Period Aug 17, 2026
4 Period Sep 1, 2026 · 3 forms
4 Period Jul 24, 2026
4 Period Aug 11, 2026
4 Period Aug 1, 2026
4 Period Aug 1, 2026 · 2 forms
4 Period Apr 6, 2026
4 Period Jul 15, 2026
4 Period Jun 9, 2026 · 6 forms
4 Period Jun 3, 2026

Financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2024 FY2025
Revenue $0.944B $1.1B
Net income -$19.12M $112.09M
Net margin * -2.0% 10.2%

Balance sheet

Metric FY2024 FY2025
Total current assets $371.04M $308.41M
Total non-current assets * $4.21B $5.48B
Total assets $4.58B $5.79B
Total current liabilities $145.63M $218.06M
Total non-current liabilities * $1.35B $1.69B
Total equity $3.08B $3.88B

Cash flow

Metric FY2024 FY2025
Cash from operations $169.77M $309.67M
Cash from investing -$27.27M -$680.9M
Cash from financing $16.65M $243.45M
Net change in cash * $159.15M -$127.77M

Ownership over time

filing count by report period · click a bar for that quarter’s holders