Waystar Holding Corp.
WAYFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Waystar Holding Corp. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 4 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 9, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2026-03-31 | 8,184 | $197K | SEC filing |
| Legal & General Group Plc | 2026-03-31 | 238,142 | $5.74M | SEC filing |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | 2026-03-31 | 81,979 | $1.98M | SEC filing |
| OBERWEIS ASSET MANAGEMENT INC/ | 2026-03-31 | 1,167,474 | $28.1M | SEC filing |
| UBS Group AG | 2026-03-31 | 2,152,949 | $51.9M | SEC filing |
| Gotham Asset Management, LLC | 2026-03-31 | 178,206 | $4.3M | SEC filing |
| OAK RIDGE INVESTMENTS LLC | 2026-03-31 | 58,466 | $1.41M | SEC filing |
| Smithfield Trust Co | 2026-03-31 | 9,305 | Not shown | SEC filing |
| Corient Private Wealth LLC | 2026-03-31 | 134,039 | $3.28M | SEC filing |
| ArrowMark Colorado Holdings LLC | 2026-03-31 | 2,198,468 | $53M | SEC filing |
| TD Waterhouse Canada Inc. | 2026-03-31 | 2,000 | $47.3K | SEC filing |
| Balyasny Asset Management L.P. | 2026-03-31 | 76,210 | $1.84M | SEC filing |
| Burkehill Global Management, LP | 2026-03-31 | 400,000 | $9.64M | SEC filing |
| RTW INVESTMENTS, LP | 2026-03-31 | 1,630,000 | $39.3M | SEC filing |
| State of New Jersey Common Pension Fund D | 2026-03-31 | 87,202 | $2.1M | SEC filing |
| Louisiana State Employees Retirement System | 2026-03-31 | 50,900 | $1.23M | SEC filing |
| Cornerstone Planning Group LLC | 2026-03-31 | 23 | $475 | SEC filing |
| FEDERATED HERMES, INC. | 2026-03-31 | 100,613 | $2.43M | SEC filing |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2026-03-31 | 13,137 | $317K | SEC filing |
| Renaissance Capital LLC | 2026-03-31 | 52,021 | $1.11M | SEC filing |
- Each value is checked against Waystar Holding Corp.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Waystar Holding Corp.'s share price.
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-02 | MILLER HEIDI · Director | Common Stock | P — Open market or private purchase | +7,200 | 26.25 | SEC filing |
| 2026-01-20 | Sinclair III Eric L. (Ric) · Chief Business Officer | Common Stock | S — Open market or private sale | −40,225 | 30.08 | SEC filing |
| 2025-12-22 | Sinclair III Eric L. (Ric) · Chief Business Officer | Common Stock | S — Open market or private sale | −9,701 | 32.82 | SEC filing |
| 2025-12-10 | Schremser Christopher L. · Chief Technology Officer | Common Stock | S — Open market or private sale | −8,623 | 30.41 | SEC filing |
| 2025-11-25 | Miller Melissa F. (Missy) · Chief Marketing Officer | Common Stock | S — Open market or private sale | −3,400 | 37.00 | SEC filing |
| 2025-11-20 | Sinclair III Eric L. (Ric) · Chief Business Officer | Common Stock | S — Open market or private sale | −9,701 | 35.27 | SEC filing |
| 2025-11-10 | Schremser Christopher L. · Chief Technology Officer | Common Stock | S — Open market or private sale | −8,623 | 36.12 | SEC filing |
| 2025-10-20 | Sinclair III Eric L. (Ric) · Chief Business Officer | Common Stock | S — Open market or private sale | −9,701 | 36.94 | SEC filing |
Showing 8 of 12 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-09 | Bridge T. Craig · Chief Transformation Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −12,212 | SEC filing |
| 2026-06-09 | Oreskovich Steven M · Chief Financial Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −12,583 | SEC filing |
| 2026-06-09 | Wittman Kimberly S. · Chief People Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −2,731 | SEC filing |
| 2026-06-09 | Schremser Christopher L. · Chief Technology Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −14,751 | SEC filing |
| 2026-06-09 | Hawkins Matthew J. · Chief Executive Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −47,754 | SEC filing |
| 2026-06-09 | Miller Melissa F. (Missy) · Chief Marketing Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −2,887 | SEC filing |
| 2026-06-03 | Hung Priscilla · Director | Common Stock | A — Grant, award, or other acquisition | +9,303 | SEC filing |
| 2026-06-03 | Riefberg Vivian E. · Director | Common Stock | A — Grant, award, or other acquisition | +9,303 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-09-12 | BAIN CAPITAL INVESTORS LLC · 10% owner | Common Stock, par value $0.01 per share | J — Other acquisition or disposition | −516,371 | SEC filing |
| 2025-09-12 | Moskowitz Paul G · Director, 10% owner | Common Stock, par value $0.01 per share | J — Other acquisition or disposition | −516,371 | SEC filing |
| 2025-08-01 | Hawkins Matthew J. · Chief Executive Officer | Stock Options (right to buy) | J — Other acquisition or disposition | +156,865 | SEC filing |
| 2025-08-01 | Hawkins Matthew J. · Chief Executive Officer | Stock Options (right to buy) | J — Other acquisition or disposition | −156,865 | SEC filing |
| 2025-05-16 | Moskowitz Paul G · Director, 10% owner | Common Stock, par value $0.01 per share | J — Other acquisition or disposition | −235,397 | SEC filing |
| 2025-05-16 | BAIN CAPITAL INVESTORS LLC · 10% owner | Common Stock, par value $0.01 per share | J — Other acquisition or disposition | −235,397 | SEC filing |
| 2025-02-24 | Moskowitz Paul G · Director, 10% owner | Common Stock, par value $0.01 per share | J — Other acquisition or disposition | −573,192 | SEC filing |
| 2025-02-24 | BAIN CAPITAL INVESTORS LLC · 10% owner | Common Stock, par value $0.01 per share | J — Other acquisition or disposition | −573,192 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.