Position in WAY
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$25,363
+$24,839 QoQ
Shares Held
1,052
+6475.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Root Financial Partners, LLC holds $130,674 across 24 Health Information Services names. WAY ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
230 | $40,401 | |
| 2 | WAY |
Waystar Holding Corp.
This page
|
1,052 | $25,363 | |
| 3 | HQY |
Healthequity, Inc.
|
220 | $18,385 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
387 | $16,490 | |
| 5 | SDGR |
Schrodinger, Inc.
|
660 | $7,497 | |
| 6 | DOCS |
Doximity, Inc.
|
307 | $7,153 | |
| 7 | HTFL |
Heartflow, Inc.
|
106 | $2,578 | |
| 8 | GDRX |
GoodRx Holdings, Inc.
|
1,274 | $2,497 |
All Filings in WAY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,363 | 1,052 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $524 | 16 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||