/WAY

Waystar Holding Corp

WAY

$23.47USD↑+1.78%+0.41 today

MARKET CAP

4.5B

P/E (TTM)

14.6x

FWD P/E

13.1x

DAY RANGE

$23 – $24

52W RANGE

$17

$40

AI Summary

Stalk

StalkMedium

WAY is in a Stage 2 advance with a clear higher-highs/higher-lows structure, and rising short-term EMAs suggest ongoing demand. However, price is extended into 200-day SMA resistance and OB/OS extreme overbought conditions warrant patience. We’ll defer execution and look to stalk pullbacks into the rising 20-day EMA and July pivot zone for higher-probability entries.

↑Q2 revenue grew 18% YoY to $320M; subscription sales rose 34% YoY to $176M.
↑Adjusted EBITDA margin reached 43% in Q2, with free cash flow of $64M (47% conversion).
↓Evolving RCM competition from AI-centric rivals like Epic and Optum threatens market share.

Full analysis →

Buying

7

institutions

Selling

5

institutions

New Positions

1

this quarter

Filing Period

Q1 2026

latest 13-F

13-F Holdings

Institution↕	Action↕	Shares Held↕	Value↓	Change↕	Chg %↕	Weight↕
BI Blackrock, Inc. Q2 2026	BUY	17.44 M	357.95 M	+769.73 K	-10.9%	0.01%
JH Janus Henderson Group Plc Q1 2026	BUY	3.98 M	96.01 M	+3.19 M	+271.2%	0.02%
MM Millennium Management LLC Q2 2026	BUY	3.65 M	74.98 M	+1.54 M	+47.3%	0.03%
JC Jpmorgan Chase & Co Q2 2026	BUY	1.08 M	21.68 M	+49.39 K	-10.2%	0.00%
BA Balyasny Asset Management L.P. Q2 2026	BUY	656.14 K	13.47 M	+579.93 K	+633.1%	0.02%
AC Aqr Capital Management LLC Q2 2026	SELL	555.50 K	11.40 M	+-664.74 K	-61.2%	0.00%
CA Citadel Advisors LLC Q2 2026	BUY	367.43 K	7.54 M	+93.95 K	+14.4%	0.00%
FC Farallon Capital Management, L.l.c. Q2 2026	BUYNEW	264.90 K	5.44 M	+264.90 K	+0.0%	0.03%
RC Rockefeller Capital Management L.P. Q2 2026	SELL	330.00	6.78 K	+-564.00	-68.6%	0.00%
RI Rtw Investments, LP Q2 2026	SELL	0.00	0.00	+-1.63 M	-100.0%	0.00%
RT Renaissance Technologies LLC Q2 2026	SELL	0.00	0.00	+-423.20 K	-100.0%	0.00%
BA Bridgewater Associates, LP Q2 2026	SELL	0.00	0.00	+-9.44 K	-100.0%	0.00%