Position in WAY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,421,749
+$5,805,708 QoQ
Shares Held
458,926
+206.0% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 300 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in WAY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $205,628,900 across 18 Health Information Services names. WAY ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
376,973 | $66,901,396 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
948,736 | $66,164,845 | |
| 3 | HQY |
Healthequity, Inc.
|
431,967 | $39,015,256 | |
| 4 | WAY |
Waystar Holding Corp.
This page
|
458,926 | $9,421,749 | |
| 5 | TEM |
Tempus AI, Inc.
|
133,016 | $7,705,616 | |
| 6 | TXG |
10x Genomics, Inc.
|
102,180 | $3,917,580 | |
| 7 | WEAV |
Weave Communications, Inc.
|
581,399 | $3,482,579 | |
| 8 | HNGE |
Hinge Health, Inc.
|
38,273 | $3,176,659 |
All Filings in WAY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,421,749 | 458,926 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,616,041 | 149,981 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,540,655 | 138,646 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $5,215,629 | 137,543 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,743,705 | 140,536 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,968,131 | 132,980 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,503,708 | 40,973 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||