Titelia

Fund shareholders of WAYSTAR HOLDING CORP

ISIN US9467841055 · United States

Fund shareholders
328
Of which ETFs
72 256 other funds
Value held
≈ 1.6B $ 1.6B $ · 5.6M SEK
Share of capital
40.4 % of 191.7M shares on Jul 23, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 6,934,946142.4M $0.13 %3.62 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 3,668,06575.3M $0.00 %1.91 %as of Jun 30, 2026 ↗
Fidelity Value Fund Fidelity Capital Trust 3,487,90073.6M $0.70 %1.82 %as of Jul 31, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 3,211,00067.8M $0.27 %1.67 %as of Jul 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,921,72760M $0.07 %1.52 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,636,97354.1M $0.03 %1.38 %as of Jun 30, 2026 ↗
Neuberger Long Short Fund NEUBERGER BERMAN ALTERNATIVE FUNDS 1,713,97536.2M $0.49 %0.89 %as of Jul 31, 2026 ↗
Select Medical Technology and Devices Portfolio Fidelity Select Portfolios 1,600,00031.9M $1.07 %0.83 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 1,525,89531.3M $0.07 %0.80 %as of Jun 30, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 1,426,05329.3M $0.03 %0.74 %as of Jun 30, 2026 ↗
MFS New Discovery Fund MFS SERIES TRUST I 1,416,61028.2M $1.32 %0.74 %as of May 31, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 1,333,31028.1M $0.32 %0.70 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,323,92127.2M $0.03 %0.69 %as of Jun 30, 2026 ↗
Janus Henderson Triton Fund Janus Investment Fund 1,301,25626.7M $0.45 %0.68 %as of Jun 30, 2026 ↗
BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 1,252,00025.7M $1.41 %0.65 %as of Jun 30, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 1,231,35826M $0.35 %0.64 %as of Jul 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust 1,225,07125.2M $1.46 %0.64 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,223,10725.8M $0.08 %0.64 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,139,60022.7M $0.01 %0.59 %as of May 31, 2026 ↗
Select Health Care Portfolio Fidelity Select Portfolios 1,080,00021.5M $0.37 %0.56 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,058,36621.7M $0.13 %0.55 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 1,053,42421.6M $0.15 %0.55 %as of Jun 30, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 1,040,85521.4M $0.22 %0.54 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 1,034,21721.2M $0.26 %0.54 %as of Jun 30, 2026 ↗
Artisan Mid Cap Fund Artisan Partners Funds Inc. 917,96118.8M $0.59 %0.48 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 865,90217.8M $0.17 %0.45 %as of Jun 30, 2026 ↗
Janus Henderson Venture Fund Janus Investment Fund 855,82317.6M $0.49 %0.45 %as of Jun 30, 2026 ↗
Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I 806,50016.1M $0.73 %0.42 %as of May 31, 2026 ↗
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 774,53116.4M $0.56 %0.40 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 726,10514.9M $0.13 %0.38 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 709,83214.6M $0.13 %0.37 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 706,97614.9M $0.32 %0.37 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 696,58014.7M $0.32 %0.36 %as of Jul 31, 2026 ↗
Neuberger Large Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS 644,59912.8M $0.48 %0.34 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 643,31213.2M $0.25 %0.34 %as of Jun 30, 2026 ↗
Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust 606,81112.8M $0.14 %0.32 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 603,34612M $0.03 %0.31 %as of May 31, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 591,70012.5M $0.27 %0.31 %as of Jul 31, 2026 ↗
DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds 590,27012.1M $1.92 %0.31 %as of Jun 30, 2026 ↗
MFS New Discovery Series MFS VARIABLE INSURANCE TRUST 576,28211.8M $1.44 %0.30 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 566,14411.3M $0.06 %0.30 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 554,88911.7M $0.06 %0.29 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 550,30211M $0.05 %0.29 %as of May 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 525,61111.1M $0.05 %0.27 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 501,87610.6M $0.05 %0.26 %as of Jul 31, 2026 ↗
Clarkston Partners Fund ALPS SERIES TRUST 455,0009.3M $3.21 %0.24 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 451,3729.5M $0.12 %0.24 %as of Jul 31, 2026 ↗
VIP Value Strategies Portfolio Variable Insurance Products Fund III 448,1009.2M $0.76 %0.23 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Growth Fund JPMorgan Trust II 448,0529.2M $0.35 %0.23 %as of Jun 30, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 406,4638.6M $0.30 %0.21 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 396,9977.9M $0.13 %0.21 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 394,8478.3M $0.05 %0.21 %as of Jul 31, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 344,1056.9M $0.04 %0.18 %as of May 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 285,6825.9M $0.25 %0.15 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 271,9045.7M $0.08 %0.14 %as of Jul 31, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 267,0005.6M $0.20 %0.14 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 265,9395.5M $0.21 %0.14 %as of Jun 30, 2026 ↗
Meridian Growth Fund Meridian Fund Inc 262,8025.4M $0.99 %0.14 %as of Jun 30, 2026 ↗
NYLIM WMC Small Companies Fund NYLIM FUNDS TRUST 262,5985.5M $1.62 %0.14 %as of Jul 31, 2026 ↗
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 257,9065.3M $0.52 %0.13 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 251,1955.3M $0.07 %0.13 %as of Jul 31, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 250,0005M $0.20 %0.13 %as of May 31, 2026 ↗
Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust 249,6945M $0.40 %0.13 %as of May 31, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 247,3925.2M $0.35 %0.13 %as of Jul 31, 2026 ↗
VIP Value Portfolio Variable Insurance Products Fund 243,3005M $0.73 %0.13 %as of Jun 30, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 235,0364.8M $0.10 %0.12 %as of Jun 30, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 228,9834.7M $0.24 %0.12 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 217,1184.3M $0.00 %0.11 %as of May 31, 2026 ↗
Osterweis Opportunity Fund Professionally Managed Portfolios 214,8054.4M $1.15 %0.11 %as of Jun 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 213,7994.4M $0.27 %0.11 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 209,2934.3M $0.07 %0.11 %as of Jun 30, 2026 ↗
iShares U.S. Healthcare Providers ETF iShares Trust 203,2024.2M $0.35 %0.11 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 197,7004.2M $0.27 %0.10 %as of Jul 31, 2026 ↗
Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST 184,2753.9M $0.76 %0.10 %as of Jul 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 180,0313.7M $0.13 %0.09 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 177,5373.5M $0.00 %0.09 %as of May 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 171,3553.4M $0.13 %0.09 %as of May 31, 2026 ↗
Buffalo Small Cap Growth Fund Buffalo Funds 169,7303.5M $0.75 %0.09 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 164,7933.4M $0.53 %0.09 %as of Jun 30, 2026 ↗
JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust 161,6033.3M $0.08 %0.08 %as of Jun 30, 2026 ↗
Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 160,9003.4M $1.29 %0.08 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 156,2363.2M $0.15 %0.08 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 148,2903.1M $0.08 %0.08 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 146,3213M $0.00 %0.08 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 142,4142.9M $0.17 %0.07 %as of Jun 30, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 138,1002.8M $0.30 %0.07 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 137,1112.8M $0.78 %0.07 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 136,5102.7M $0.27 %0.07 %as of May 31, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 133,4852.8M $0.70 %0.07 %as of Jul 31, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NYLIM VP FUNDS TRUST 132,3362.7M $0.63 %0.07 %as of Jun 30, 2026 ↗
Meridian Small Cap Growth Fund Meridian Fund Inc 129,5842.7M $0.97 %0.07 %as of Jun 30, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 125,9732.5M $0.04 %0.07 %as of May 31, 2026 ↗
Clarkston Founders Fund ALPS SERIES TRUST 125,0002.6M $3.56 %0.07 %as of Jun 30, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 122,0852.5M $0.22 %0.06 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 121,8922.5M $0.07 %0.06 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 118,3862.4M $0.01 %0.06 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 114,6802.3M $0.03 %0.06 %as of May 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 113,1222.3M $0.57 %0.06 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 109,2622.3M $0.08 %0.06 %as of Jul 31, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 100,2892.1M $0.15 %0.05 %as of Jul 31, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Clarkston Founders Fund ALPS SERIES TRUST 3.56 %as of Jun 30, 2026 ↗
Clarkston Partners Fund ALPS SERIES TRUST 3.21 %as of Jun 30, 2026 ↗
Global X HealthTech ETF GLOBAL X FUNDS 3.13 %as of May 31, 2026 ↗
DIAMOND HILL MID CAP FUND Diamond Hill Funds 2.00 %as of Jun 30, 2026 ↗
DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds 1.92 %as of Jun 30, 2026 ↗
Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds 1.88 %as of Jul 31, 2026 ↗
NYLIM WMC Small Companies Fund NYLIM FUNDS TRUST 1.62 %as of Jul 31, 2026 ↗
Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust 1.46 %as of Jun 30, 2026 ↗
Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust 1.46 %as of Jun 30, 2026 ↗
MFS New Discovery Series MFS VARIABLE INSURANCE TRUST 1.44 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3327-3577,409,255+2.3 %
2026Q2362-3575,644,411+9.6 %
2026Q1397+1568,999,118+13.0 %
2025Q4382+7161,084,913+41.1 %
2025Q3311+5143,285,086+28.3 %
2025Q2260+7833,731,398+58.0 %
2025Q1182+4221,352,515+8.3 %
2024Q4140+9119,710,177+45.5 %
2024Q34913,549,182

Institutional managers

296 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
EQT Fund Management S.a r.l.24,879,437599.8M $as of Mar 31, 2026
CANADA PENSION PLAN INVESTMENT BOARD19,025,452458.7M $as of Mar 31, 2026
BlackRock, Inc.16,665,732401.8M $as of Mar 31, 2026
FMR LLC14,962,419360.7M $as of Mar 31, 2026
Bain Capital Investors LLC13,243,539319.3M $as of Mar 31, 2026
Advent International, L.P.11,059,899266.7M $as of Mar 31, 2026
NEUBERGER BERMAN GROUP LLC4,671,179112.6M $as of Mar 31, 2026
GOLDENTREE ASSET MANAGEMENT LP4,443,671107M $as of Mar 31, 2026
Artisan Partners Limited Partnership4,408,404106.3M $as of Mar 31, 2026
STATE STREET CORP4,289,115103.4M $as of Mar 31, 2026
PointState Capital LP3,767,79890.8M $as of Mar 31, 2026
BANK OF MONTREAL /CAN/3,453,75783.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,892,14269.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,617,75963.1M $as of Mar 31, 2026
BAMCO INC /NY/2,325,56956.1M $as of Mar 31, 2026
ArrowMark Colorado Holdings LLC2,198,46853M $as of Mar 31, 2026
UBS Group AG2,152,94951.9M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC2,112,13350.9M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/2,065,25849.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,046,39649.3M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC1,991,05048M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/1,717,80641.4K $as of Mar 31, 2026
Sio Capital Management, LLC1,642,23639.6M $as of Mar 31, 2026
RTW INVESTMENTS, LP1,630,00039.3M $as of Mar 31, 2026
Capital Research Global Investors1,609,77538.8M $as of Mar 31, 2026

Declared shareholders of WAYSTAR HOLDING CORP

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
FMR LLC and 1 other10.20 %19,643,976as of Jul 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of WAYSTAR HOLDING CORP". https://titelia.com/en/stocks/waystar-holding-corp-US9467841055