Waystar Holding Corp has 13 Schedule 13D or 13G filings on record since 2025-07-29. 6 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Derby LuxCo S.a r.l. | 14.2% | 24,879,437 | SCHEDULE 13G/A, 2025-11-07 | 2025-09-30 |
| Fmr LLC | 10.2% | 19,643,976 | SCHEDULE 13G/A, 2026-08-07 | 2026-07-31 |
| Canada Pension Plan Investment Board | 9.9% | 19,025,452 | SCHEDULE 13G/A, 2025-11-13 | 2025-09-30 |
| BlackRock, Inc. | 9.1% | 15,925,871 | SCHEDULE 13G, 2025-10-17 | 2025-09-30 |
| BCPE Derby (DE) SPV, LP | 5.9% | 11,329,700 | SCHEDULE 13G/A, 2025-11-14 | 2025-09-30 |
| Advent International, L.P. | 5.8% | 11,059,899 | SCHEDULE 13D, 2025-10-03 | 2025-10-01 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
Advent International, L.P.
The Reporting Persons hold the reported securities for investment purposes, but intend to review their investment in the Issuer on an ongoing basis and may seek to increase or decrease their position in the Issuer by purchasing additional Common Stock and/or other equity, debt, notes or other financial instruments related to the Issuer (including, for this purpose, any rights or securities exercisable or convertible into securities of the Issuer) or by selling or otherwise disposing of some or all of the reported Common Stock, other equity, debts, notes or other financial instruments (which dispositions may include distributions of some or all of such securities to such Reporting Person's respective members, stockholders, partners or beneficiaries, as applicable, transferring Issuer securities to affiliated transferees, or the entry into a total return swap, asset swap or repurchase transactions) from time to time, in each case, in open market or private transactions, block sales or otherwise. The Reporting Persons may also engage from time to time in ordinary course transactions with financial institutions with respect to the securities described herein. Any such transactions that any of the Reporting Persons or their affiliates may pursue may be made at any time and from time to time without prior notice and will depend on a variety of factors, including, without limitation, the price and availability of the Issuer's securities or other financial instruments; an …The first part of Item 4 of the SCHEDULE 13D filed 2025-10-03; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-29 | The Vanguard Group | 5.24% | SCHEDULE 13G |
| 2025-08-08 | Derby LuxCo S.a r.l. | 18.7% | SCHEDULE 13G/A |
| 2025-08-14 | BCPE Derby (DE) SPV, LP | 8.9% | SCHEDULE 13G/A |
| 2025-08-14 | Canada Pension Plan Investment Board | 14.3% | SCHEDULE 13G/A |
| 2025-10-03 | Advent International, L.P. | 5.8% | SCHEDULE 13D |
| 2025-10-17 | BlackRock, Inc. | 9.1% | SCHEDULE 13G |
| 2025-10-31 | The Vanguard Group | 7.05% | SCHEDULE 13G/A |
| 2025-11-07 | Derby LuxCo S.a r.l. | 14.2% | SCHEDULE 13G/A |
| 2025-11-13 | Canada Pension Plan Investment Board | 9.9% | SCHEDULE 13G/A |
| 2025-11-14 | BCPE Derby (DE) SPV, LP | 5.9% | SCHEDULE 13G/A |
| 2026-02-05 | Fmr LLC | 7.3% | SCHEDULE 13G |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-08-07 | Fmr LLC | 10.2% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.