Position in WAY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,432,152
+$1,313,989 QoQ
Shares Held
69,759
+1323.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WAY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Larson Financial Group LLC holds $2,271,857 across 18 Health Information Services names. WAY ranks #1 (63.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAY |
Waystar Holding Corp.
This page
|
69,759 | $1,432,152 | |
| 2 | VEEV |
Veeva Systems Inc
|
3,716 | $659,478 | |
| 3 | HQY |
Healthequity, Inc.
|
405 | $36,579 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
320 | $22,316 | |
| 5 | DOCS |
Doximity, Inc.
|
1,062 | $22,025 | |
| 6 | CERT |
Certara, Inc.
|
3,188 | $20,881 | |
| 7 | SPOK |
Spok Holdings, Inc
|
2,000 | $20,480 | |
| 8 | OMCL |
Omnicell, Inc.
|
399 | $16,566 |
All Filings in WAY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,432,152 | 69,759 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $118,163 | 4,901 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $13,992 | 369 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $40,543 | 992 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,744 | 127 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||