Position in WAY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$69,729,542
-$41,556,693 QoQ
Shares Held
2,892,142
-14.9% QoQ
Ownership
1.51%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WAY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $1,508,612,409 across 45 Health Information Services names. WAY ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
3,312,734 | $581,914,853 | |
| 2 | HQY |
Healthequity, Inc.
|
2,259,646 | $188,838,615 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
3,564,953 | $151,902,647 | |
| 4 | DOCS |
Doximity, Inc.
|
3,944,586 | $91,908,853 | |
| 5 | TEM |
Tempus AI, Inc.
|
1,940,207 | $87,736,159 | |
| 6 | WAY |
Waystar Holding Corp.
This page
|
2,892,142 | $69,729,542 | |
| 7 | TXG |
10x Genomics, Inc.
|
2,904,228 | $61,656,759 | |
| 8 | PRVA |
Privia Health Group, Inc.
|
2,895,534 | $59,561,133 |
All Filings in WAY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,729,542 | 2,892,142 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $111,286,235 | 3,398,053 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $120,325,658 | 3,173,145 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $97,145,210 | 2,376,932 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $77,253,493 | 2,067,813 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $41,114,862 | 1,120,296 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $30,718,714 | 1,101,424 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,969,322 | 138,108 | Shares | Defined | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||