Follow-The-Filings

Security · featured owners

WAY

Waystar Hldg Corp. COM Equity as of 2026 Q2 among managers we track

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

Who owns this now

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

  1. Ron Baron reduce 0.06%
  2. Farallon Capital Management new 0.03%

holders

sorted by % of portfolio · long equity only · open a manager for their book

history
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q2 0.06% Reduce −23.1% 1,787,600 $37M hist
Farallon Capital Management 2026 Q2 0.03% New 0.0% 264,900 $5M hist

financials

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

Income statement

Metric FY2024 FY2025
Revenue $943.55M $1.1B
Gross profit
Gross margin
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