Waystar Holding Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:WAY Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
10 Jun 24	BuyUS$129,000	John Driscoll	Individual		6,000	US$21.50

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WAY?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	558,565	0.321%
Private Companies	23,936,936	13.8%
VC/PE Firms	48,658,517	28%
Institutions	100,683,331	57.9%

Dilution of Shares: WAY only recently listed within the past 12 months

Top Shareholders

Top 25 shareholders own 94.73% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
28.3%	Eqt Fund Management S.à R.L.	48,658,517	US$1.8b	0%	10.34%
21.6%	Canada Pension Plan Investment Board	37,209,454	US$1.4b	0%	1.09%
13.9%	Bcpe Derby (De) Spv, Lp	23,936,936	US$881.4m	0%	no data
3.76%	Francisco Partners Management, L.P.	6,478,921	US$238.6m	0%	25.1%
3.14%	Neuberger Berman Investment Advisers LLC	5,396,111	US$198.7m	-8.34%	0.15%
2.88%	Deerfield Management Company, L.P. Series C	4,952,004	US$182.3m	0%	3.17%
2.39%	TPG Capital, L.P.	4,111,060	US$151.4m	2.88%	0.39%
2.35%	Bain Capital, LP	4,043,481	US$148.9m	-85.6%	1.96%
2.29%	The Vanguard Group, Inc.	3,937,156	US$145.0m	24.6%	no data
2.15%	Norges Bank Investment Management	3,693,252	US$136.0m	0%	0.01%
1.98%	ArrowMark Colorado Holdings, LLC	3,402,294	US$125.3m	36.5%	1.56%
1.98%	T. Rowe Price Group, Inc.	3,400,185	US$125.2m	-2.9%	0.01%
1.9%	BlackRock, Inc.	3,273,213	US$120.5m	955%	no data
0.85%	American Century Investment Management Inc	1,469,827	US$54.1m	11.4%	0.02%
0.76%	Healthcare of Ontario Pension Plan	1,300,000	US$47.9m	0%	0.11%
0.72%	JP Morgan Asset Management	1,241,872	US$45.7m	1.87%	no data
0.66%	Jennison Associates LLC	1,129,164	US$41.6m	4.27%	0.02%
0.64%	Geode Capital Management, LLC	1,101,424	US$40.6m	698%	no data
0.45%	Holocene Advisors, LP	773,588	US$28.5m	-63.2%	0.11%
0.37%	Penn Capital Management Company, LLC	629,963	US$23.2m	73.7%	2.01%
0.35%	Adage Capital Management, L.P.	607,995	US$22.4m	1.33%	0.04%
0.35%	State Street Global Advisors, Inc.	602,929	US$22.2m	0%	no data
0.35%	Ghisallo Capital Management LLC	600,000	US$22.1m	0%	1.23%
0.34%	Zimmer Partners, LP	579,868	US$21.4m	-39.3%	0.39%
0.28%	Silvercrest Asset Management Group LLC	490,229	US$18.0m	0%	0.12%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 01:37
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Waystar Holding Corp. is covered by 10 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephanie Davis	Barclays
Saket Kalia	Barclays
Allen Lutz	BofA Global Research