Titelia

Fund shareholders of Waystar Holding Corp

ISIN US9467841055 · United States · LEI 529900QJLKXDYU36MH89

Fund shareholders
363
Of which ETFs
82 281 other funds
Value held
1.8B $ 5.6M SEK
Share of capital
39.5 % of 191.7M shares on Jul 23, 2026
FundSharesValueWeight in fundShare of capital
DWS Capital Growth VIP DEUTSCHE DWS VARIABLE SERIES I 95,7462.3M $0.26 %0.05 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II 95,5552.5M $1.75 %0.05 %as of Feb 28, 2026 ↗
Small-Cap Growth Portfolio PACIFIC SELECT FUND 95,1512.3M $0.52 %0.05 %as of Mar 31, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 94,2212.3M $0.68 %0.05 %as of Mar 31, 2026 ↗
Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series 92,9462M $0.06 %0.05 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 90,2281.9M $0.14 %0.05 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust 88,4072.3M $0.54 %0.05 %as of Feb 28, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 86,8851.9M $0.49 %0.05 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 85,9221.8M $0.06 %0.04 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 85,3852.2M $0.15 %0.04 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 85,1262.2M $0.02 %0.04 %as of Feb 28, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 81,7282M $0.18 %0.04 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 81,4552M $0.56 %0.04 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 80,2081.7M $0.00 %0.04 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. 79,6881.9M $1.59 %0.04 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 76,6201.8M $0.18 %0.04 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 74,1001.8M $0.09 %0.04 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 73,5511.6M $0.00 %0.04 %as of Apr 30, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 72,7721.9M $0.17 %0.04 %as of Feb 27, 2026 ↗
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 71,5961.7M $0.76 %0.04 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 70,9451.7M $0.15 %0.04 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 70,0341.8M $0.15 %0.04 %as of Feb 28, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 69,1461.7M $0.26 %0.04 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 68,4821.5M $0.04 %0.04 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 68,3311.5M $0.00 %0.04 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 66,6121.7M $0.00 %0.03 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 66,2711.4M $0.02 %0.03 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 65,9751.6M $0.02 %0.03 %as of Mar 31, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 65,7111.6M $0.44 %0.03 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 65,4421.6M $0.00 %0.03 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 63,0151.5M $0.11 %0.03 %as of Mar 31, 2026 ↗
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 60,4941.5M $0.11 %0.03 %as of Mar 31, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 60,2501.5M $0.14 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 60,1631.3M $0.00 %0.03 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 60,1101.4M $0.09 %0.03 %as of Mar 31, 2026 ↗
Fidelity Disruptive Medicine ETF Fidelity Covington Trust 60,0001.5M $2.53 %0.03 %as of Feb 28, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 57,5231.2M $0.15 %0.03 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 54,6941.3M $0.00 %0.03 %as of Mar 31, 2026 ↗
F/m Emerald Life Sciences Innovation ETF RBB Fund, Inc. 54,3331.4M $1.46 %0.03 %as of Feb 28, 2026 ↗
DIAMOND HILL MID CAP FUND Diamond Hill Funds 54,1801.3M $1.82 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 52,4841.1M $0.04 %0.03 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 51,8851.1M $0.02 %0.03 %as of Apr 30, 2026 ↗
Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS 51,8181.2M $1.05 %0.03 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 50,5781.2M $0.09 %0.03 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 48,2391.2M $0.16 %0.03 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 47,8051M $0.07 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust 47,2931.2M $0.74 %0.02 %as of Feb 28, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 47,0031M $0.16 %0.02 %as of Apr 30, 2026 ↗
Penn Series Mid Cap Growth Fund Penn Series Funds Inc 46,2081.1M $1.04 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 46,1391.1M $0.01 %0.02 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP GROWTH FUND Thrivent Mutual Funds 45,927981.7K $1.28 %0.02 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 45,300968.3K $0.01 %0.02 %as of Apr 30, 2026 ↗
Global X HealthTech ETF GLOBAL X FUNDS 44,4671.1M $3.22 %0.02 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 44,4511.1M $0.05 %0.02 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 44,3911.1M $0.01 %0.02 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 44,3661.1M $0.09 %0.02 %as of Feb 28, 2026 ↗
Victory RS Select Growth Fund Victory Portfolios 42,7011M $1.35 %0.02 %as of Mar 31, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 41,300995.7K $0.39 %0.02 %as of Mar 31, 2026 ↗
Artisan Global Discovery Fund Artisan Partners Funds Inc. 41,266994.9K $0.91 %0.02 %as of Mar 31, 2026 ↗
Baird Small/Mid Cap Growth Fund Baird Funds Inc 41,159992.3K $1.29 %0.02 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 40,427974.7K $0.18 %0.02 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 40,269860.7K $0.04 %0.02 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 39,673848K $0.00 %0.02 %as of Apr 30, 2026 ↗
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 39,540953.3K $0.11 %0.02 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 39,264946.7K $0.18 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 38,388984.7K $0.06 %0.02 %as of Feb 28, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 38,167920.2K $0.04 %0.02 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 37,041791.8K $0.00 %0.02 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 36,357876.6K $0.09 %0.02 %as of Mar 31, 2026 ↗
Main Thematic Innovation ETF Northern Lights Fund Trust IV 35,685762.8K $0.36 %0.02 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 35,510759K $0.00 %0.02 %as of Apr 30, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 34,568833.4K $0.25 %0.02 %as of Mar 31, 2026 ↗
Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust 34,510832K $1.44 %0.02 %as of Mar 31, 2026 ↗
JNL/Mellon Healthcare Sector Fund JNL Series Trust 33,094797.9K $0.03 %0.02 %as of Mar 31, 2026 ↗
DWS Large Cap Focus Growth Fund DEUTSCHE DWS INVESTMENT TRUST 33,023705.9K $0.18 %0.02 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 32,362691.7K $0.03 %0.02 %as of Apr 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 32,118774.4K $0.18 %0.02 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 30,921660.9K $0.03 %0.02 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 30,743741.2K $0.08 %0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 30,075725.1K $0.09 %0.02 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 29,961768.5K $0.03 %0.02 %as of Feb 28, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 29,904639.2K $0.11 %0.02 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 29,486710.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 29,134702.4K $0.04 %0.02 %as of Mar 31, 2026 ↗
Voya MI Dynamic SMID Cap Fund Voya Equity Trust 29,114746.8K $0.56 %0.02 %as of Feb 28, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 28,317682.7K $0.09 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 27,909672.9K $0.09 %0.01 %as of Mar 31, 2026 ↗
Baron SMID Cap ETF Baron ETF Trust 26,639642.3K $2.46 %0.01 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 26,277674K $0.01 %0.01 %as of Feb 28, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 25,627617.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 24,956533.4K $0.06 %0.01 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 24,5005.6M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 24,467523K $0.01 %0.01 %as of Apr 30, 2026 ↗
Penn Series Small Cap Growth Fund Penn Series Funds Inc 24,155582.4K $0.67 %0.01 %as of Mar 31, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 23,740572.4K $0.36 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 23,032590.8K $0.26 %0.01 %as of Feb 28, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 23,023492.1K $0.03 %0.01 %as of Apr 30, 2026 ↗
Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II 22,542543.5K $0.75 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 22,374539.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 21,957529.4K $0.09 %0.01 %as of Mar 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 Partners Fund ALPS SERIES TRUST 3.50 %as of Mar 31, 2026 ↗
Global X HealthTech ETF GLOBAL X FUNDS 3.22 %as of Feb 28, 2026 ↗
Fidelity Disruptive Medicine ETF Fidelity Covington Trust 2.53 %as of Feb 28, 2026 ↗
Baron SMID Cap ETF Baron ETF Trust 2.46 %as of Mar 31, 2026 ↗
BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 2.43 %as of Mar 31, 2026 ↗
Select Medical Technology and Devices Portfolio Fidelity Select Portfolios 1.97 %as of Feb 28, 2026 ↗
Meridian Growth Fund Meridian Fund Inc 1.87 %as of Mar 31, 2026 ↗
DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds 1.84 %as of Mar 31, 2026 ↗
DIAMOND HILL MID CAP FUND Diamond Hill Funds 1.82 %as of Mar 31, 2026 ↗
Meridian Small Cap Growth Fund Meridian Fund Inc 1.81 %as of Mar 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
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
Cite this page

Titelia. "Fund shareholders of Waystar Holding Corp". https://titelia.com/en/stocks/waystar-holding-corp-US9467841055