Waystar Holding Corp. (WAY) Plummeted Amid Fears Around AI Disruption
Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Growth Fund”. A copy of the letter can be downloaded here.
Waystar Holding Corp. (WAY)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | GoldenTree Asset Management Steven Tananbaum | 4,443,671 | $106,975,513 | 6.34% | |
| 2. | Point State Capital Zach Schreiber | 3,767,798 | $90,841,610 | +36% | 1.15% |
| 3. | BAMCO Inc. Ron Baron | 2,325,569 | $56,069,469 | +67% | 0.17% |
| 4. | Millennium Management Israel Englander | 2,112,133 | $50,923,527 | -28% | 0.02% |
| 5. | Sio Capital Michael Castor | 1,642,236 | $39,594,310 | +168% | 5.68% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.25 | 7,200 | $188,985.60 | 7,200 | 2026-03-02 | Filing | |
| $21.50 | 6,000 | $129,000.00 | 85,623 | 2024-06-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $30.08 | 40,225 | $1,210,076.61 | 474,826 | 2026-01-20 | Filing | |
| $32.82 | 9,701 | $318,395.55 | 474,826 | 2025-12-22 | Filing | |
| $30.41 | 8,623 | $262,225.43 | 422,371 | 2025-12-10 | Filing | |
| $37.00 | 3,400 | $125,800.00 | 193,261 | 2025-11-25 | Filing | |
| $35.27 | 9,701 | $342,181.43 | 474,826 | 2025-11-20 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 24,879,437 | $599,843,226 | 58.77% | |
| 2. | 19,025,452 | $458,703,648 | 0.3% | |
| 3. | 16,665,732 | $401,810,797 | 0.01% | |
| 4. | 14,962,419 | $360,743,924 | 0.02% | |
| 5. | 13,243,539 | $319,301,725 | 9.77% |
News See All
Here’s Baron Discovery Fund’s Views on Waystar Holding Corp. (WAY)
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter can be downloaded here.
8 Best Healthcare AI Stocks to Buy According to Analysts
Healthcare AI stocks are getting more attention as investors look for places where artificial intelligence can move beyond chatbots and productivity tools into real-world markets.
Waystar Holding Corp. (NASDAQ:WAY) Q1 2026 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the Waystar First Quarter 2026 Earnings Conference Call.
Top 10 Boring Stocks That Make Money
Investors have been concentrating on businesses with solid fundamentals, steady cash flows, and long-lasting competitive advantages that can produce steady profit growth in a market influenced by fluctuating...
Waystar Holding Corp. (NASDAQ:WAY) Q4 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the Waystar Fourth Quarter and Fiscal Year 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Waystar (WAY) Climbs 8.5% on Swing to Profits, Double-Digit Outlook
In the fourth quarter alone, Waystar Holding Corp. (NASDAQ:WAY) netted $19.99 million, or 4.8 percent higher than the $19.08 million in the same quarter a year earlier.
Mizuho Lowers Waystar Holding Corp. (WAY) Price Target to $42 Amid Competitive Healthcare Tech Risks
TheFly reported on February 4 that Mizuho lowered its price target on WAY to $42 from $50 while maintaining an Outperform rating.
15 Innovative Healthcare Stocks to Buy According to Analysts
Over the last two years, artificial intelligence has propelled global financial markets into a boom, with stocks reaching all-time highs.
Waystar Holding (WAY)’s Broad Market Reach Retains Analyst Confidence Despite Weak Share Price Performance
As of February 5, 2026, analyst sentiment on Waystar Holding Corp. (NASDAQ:WAY) remains bullish, with nearly all analysts covering the stock maintaining that view.
Hedge Fund Resource Center