Position in WAY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$358,105
-$8,441,918 QoQ
Shares Held
14,853
-94.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 31.730963441728942.ToString("F0")%
Shared 0.ToString("F0")%
None 68.26903655827105.ToString("F0")%
Common Shares in WAY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $16,914,822 across 13 Health Information Services names. WAY ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
175,065 | $7,916,439 | |
| 2 | VEEV |
Veeva Systems Inc
|
22,620 | $3,973,429 | |
| 3 | HQY |
Healthequity, Inc.
|
30,287 | $2,531,084 | |
| 4 | TXG |
10x Genomics, Inc.
|
41,349 | $877,839 | |
| 5 | DOCS |
Doximity, Inc.
|
21,732 | $506,355 | |
| 6 | WAY |
Waystar Holding Corp.
This page
|
14,853 | $358,105 | |
| 7 | BTSG |
BrightSpring Health Services, Inc.
|
4,822 | $205,465 | |
| 8 | CCLD |
CareCloud, Inc.
|
49,127 | $179,313 |
All Filings in WAY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $358,105 | 14,853 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,800,023 | 268,703 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,698,579 | 150,279 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $4,914,985 | 120,259 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||