Position in WAY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,502,462
+$1,452,813 QoQ
Shares Held
62,317
+4010.6% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 1.1826628367861098.ToString("F0")%
Shared 0.ToString("F0")%
None 98.81733716321389.ToString("F0")%
Common Shares in WAY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026CWM, LLC holds $32,899,136 across 32 Health Information Services names. WAY ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
259,765 | $11,746,573 | |
| 2 | VEEV |
Veeva Systems Inc
|
61,013 | $10,717,543 | |
| 3 | TXG |
10x Genomics, Inc.
|
124,804 | $2,649,588 | |
| 4 | DOCS |
Doximity, Inc.
|
69,432 | $1,617,765 | |
| 5 | WAY |
Waystar Holding Corp.
This page
|
62,317 | $1,502,462 | |
| 6 | HQY |
Healthequity, Inc.
|
12,988 | $1,085,407 | |
| 7 | PHR |
Phreesia, Inc.
|
88,565 | $742,174 | |
| 8 | OMDA |
Omada Health, Inc.
|
34,609 | $435,035 |
All Filings in WAY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,502,462 | 62,317 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $49,649 | 1,516 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $79,632 | 2,100 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $13,936 | 341 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,472 | 200 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,587 | 125 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||