Position in WAY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,971,557
+$342,180 QoQ
Shares Held
96,033
+42.1% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
of 302 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WAY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $124,284,925 across 15 Health Information Services names. WAY ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
379,949 | $67,429,549 | |
| 2 | HQY |
Healthequity, Inc.
|
175,182 | $15,822,438 | |
| 3 | PRVA |
Privia Health Group, Inc.
|
544,771 | $14,016,957 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
112,947 | $7,876,923 | |
| 5 | HSTM |
Healthstream Inc
|
189,539 | $5,164,937 | |
| 6 | TEM |
Tempus AI, Inc.
|
68,699 | $3,979,733 | |
| 7 | SLP |
Simulations Plus, Inc.
|
130,749 | $2,394,014 | |
| 8 | WAY |
Waystar Holding Corp.
This page
|
96,033 | $1,971,557 |
All Filings in WAY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,971,557 | 96,033 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,629,377 | 67,581 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,450,104 | 44,278 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,535,824 | 66,873 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $774,936 | 18,961 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $216,351 | 5,791 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||