13FPulse
中
WA

WAY WAYSTAR HOLDING CORP

2026Q2 · CUSIP 946784105 · Enterprise Software · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
296
Institutions that reported holding it to the SEC
Net decrease in holders
10
Last quarter 306 → now 296
How unusual is that
Bottom 20%
Stronger than only 13% of US stocks
What the filings say, in one paragraph

296 funds held WAY at the end of 2026Q2, down 10 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $1.2B(YoY +19.2%), the P/E is 37.5x, return on equity is 3.4%. WAY has had 5 buying rushes in its history, and the price moved -2.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Enterprise Software.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2024Q3: holders=116 2024Q4: holders=165 2025Q1: holders=222 2025Q2: holders=267 2025Q3: holders=301 2025Q4: holders=302 2026Q1: holders=306 2026Q2: holders=296 -57 -28.5 +0 +28.5 +57 104213322 24Q324Q425Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 5 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q3 Top 10% -7.3% -24.8%
2025Q2 Top 10% +5.3% -2.6%
2025Q1 Top 5% -2.4% -10.0%
2024Q4 Top 10% -17.7% -13.3%
2024Q3 Top 20% +23.5% +39.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
149
Change in large funds
+1
Total value they hold
$4.3B
Funds buying for the first time
70
Funds that sold out entirely
80
Price change that quarter
+41.5%
Funds holding puts (bearish)
7
Funds holding calls (bullish)
8

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
37.5
EPS (TTM)
$0.70
EPS YoY
+27.3%
Revenue (TTM)
$1.2B
Revenue YoY
+19.2%
Net margin
11.2%
ROE
3.4%
Debt ratio
32.1%
FCF (TTM)
$246M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2023-06-30: EPS -0.09 2023-09-30: EPS -0.13 2024-03-31: EPS -0.13 2024-06-30: EPS -0.21 2024-09-30: EPS 0.03 2024-12-31: EPS 0.18 2025-03-31: EPS 0.16 2025-06-30: EPS 0.18 2025-09-30: EPS 0.17 2025-12-31: EPS 0.10 2026-03-31: EPS 0.22 2026-06-30: EPS 0.21 0M 160M 320M $M -0.23 0.01 0.24 202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
24 141 258 20252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-17M37M91M 2023202420252026
Latest quarter $70M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.