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Waystar Holding (WAY)

Company Profile

Company profile

Ticker

WAY

Exchange

Website

CEO

Mr. Matthew J. Hawkins

Incorporated

Location

Fiscal year end

Sector

Technology Services > Computers

Industry (SIC)

Services - Computer Integrated Systems Design

Kyndryl • Light & Wonder • Open Text • CACI International • CERNER • Leidos • GoDaddy • Parsons • Veradigm • Verint Systems ...

SEC CIK

Corporate docs

Underwriting Agreements

Plans of Reorganization

Material Contracts & Credit Agreements

Subsidiaries Lists

WAY stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$48.75

Low target

$43.00

High target

$52.00

Canaccord Genuity

B of A Securities

Latest filings (excl ownership)

View all

Prospectus with selling stockholder info

Notice of effectiveness

Registration of additional securities for an S-1

IPO registration

18 Feb 25

Waystar Reports Fourth Quarter and Fiscal Year 2024 Results

Entry into a Material Definitive Agreement

Quarterly report

6 Nov 24

Waystar Reports Third Quarter 2024 Results

Quarterly report

Transcripts

Earnings call transcript

Earnings call transcript

Earnings call transcript

Latest ownership filings

View all

Paul G Moskowitz

Change in insider ownership

PENSION PLAN INVESTMENT BOARD CANADA

Change in insider ownership

Notice of proposed sale of securities

Melissa F. (Missy) Miller

Notice of proposed sale of securities

Notice of proposed sale of securities

BCPE Derby Investor, LP

Change in insider ownership

Financial summary

Financial statements Chart WAY financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
Cash on hand (at last report)	204.58 mm		204.58 mm		204.58 mm
Cash burn (monthly)	(no burn)		(no burn)		476.00 k
Cash used (since last report)	n/a		n/a		944.01 k
Cash remaining	n/a		n/a		203.64 mm
Runway (months of cash)	n/a		n/a		427.8

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

WAY institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	118	92	+28.3%
Opened positions	56	92	-39.1%
Closed positions	30	0	NEW
Increased positions	30	0	NEW
Reduced positions	21	0	NEW

13F shares	Current	Prev Q	Change
Total value	3.24 tn	2.56 tn	+26.2%
Total shares	196.92 mm	123.43 mm	+59.5%
Total puts	49.30 k	0.00	NEW
Total calls	300.00	100.00	+200.0%
Total put/call ratio	164.3	–	–

Largest owners	Shares	Value	Change
Derby LuxCo S.a r.l.	48.66 mm	$1.39 bn	NEW
Canada Pension Plan Investment Board	37.21 mm	$1.04 tn	0.0%
Bain Capital Investors	27.98 mm	$780.37 bn	0.0%
BCPE Derby Investor	27.98 mm	$799.40 mm	NEW
Francisco Partners Management	6.48 mm	$180.70 bn	0.0%
Neuberger Berman	5.40 mm	$150.50 bn	-8.3%
Deerfield Management	4.95 mm	$138.11 bn	0.0%
TPG GP A	4.11 mm	$114.66 bn	+2.9%
Vanguard	3.94 mm	$109.81 bn	+24.6%
ArrowMark Colorado	3.40 mm	$94.89 bn	+36.5%

Largest transactions	Shares	Bought/sold	Change
Derby LuxCo S.a r.l.	48.66 mm	+48.66 mm	NEW
BCPE Derby Investor	27.98 mm	+27.98 mm	NEW
Norges Bank	0.00	-3.69 mm	EXIT
BlackRock	3.27 mm	+3.27 mm	NEW
Holocene Advisors	773.59 k	-1.33 mm	-63.2%
LMR Partners	0.00	-1.01 mm	EXIT
MS Morgan Stanley	486.72 k	-996.48 k	-67.2%
Geode Capital Management	1.10 mm	+963.32 k	+697.5%
Citadel Advisors	305.34 k	-927.46 k	-75.2%
ArrowMark Colorado	3.40 mm	+909.72 k	+36.5%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

WAY insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
24 Feb 25	Derby LuxCo S.a r.l.	Common Stock	Sell	Dispose S	Yes	No	40	9,830,143	393.21 mm	38,828,374
24 Feb 25	Canada Pension Plan Investment Board	Common Stock	Sell	Dispose S	Yes	No	40	7,517,168	300.69 mm	29,692,286
24 Feb 25	Paul G Moskowitz	Common Stock, par value $0.01 per share	Other	Dispose J	Yes	No	0	573,192	0.00	21,754,536
24 Feb 25	Paul G Moskowitz	Common Stock, par value $0.01 per share	Sell	Dispose S	Yes	No	38.6	5,652,689	218.19 mm	22,327,728
24 Feb 25	Bain Capital Investors	Common Stock, par value $0.01 per share	Other	Dispose J	Yes	No	0	573,192	0.00	21,754,536
24 Feb 25	Bain Capital Investors	Common Stock, par value $0.01 per share	Sell	Dispose S	Yes	No	38.6	5,652,689	218.19 mm	22,327,728
21 Feb 25	Melissa F.	Common Stock	Sell	Dispose S	No	Yes	42.2182	3,200	135.10 k	43,478
21 Feb 25	Melissa F.	Common Stock	Sell	Dispose S	No	Yes	41.14	200	8.23 k	46,678
21 Feb 25	Melissa F.	Common Stock	Option exercise	Acquire M	No	Yes	18.19	3,400	61.85 k	46,878
21 Feb 25	Melissa F.	Stock Options Common Stock	Option exercise	Dispose M	No	Yes	18.19	3,400	61.85 k	38,950

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

News

From Benzinga Pro

Canaccord Genuity Maintains Buy on Waystar Holding, Raises Price Target to $50

Canaccord Genuity analyst Richard Close maintains Waystar Holding (NASDAQ:WAY) with a Buy and raises the price target from $42 to $50.

Goldman Sachs Maintains Buy on Waystar Holding, Raises Price Target to $52

Goldman Sachs analyst Adam Hotchkiss maintains Waystar Holding (NASDAQ:WAY) with a Buy and raises the price target from $44 to $52.

Barclays Maintains Overweight on Waystar Holding, Raises Price Target to $50

Barclays analyst Stephanie Davis maintains Waystar Holding (NASDAQ:WAY) with a Overweight and raises the price target from $42 to $50.

Waystar Reveals Proposed Underwritten Public Offering Of 18M Shares Of Its Common Stock Being Offered By Selling Stockholders

Waystar Holding Sees FY2025 Adj EPS $1.29-$1.32 vs $0.83 Est; Sees Sales $1.000B-$1.016B vs $1.00B Est

Press releases

From Benzinga Pro

EQT completes public offering of common stock of Waystar Holding Corp

The offering resulted in aggregate gross proceeds of USD920 million, of which EQT received c. USD393 millionNEW YORK, Feb. 24, 2025 /PRNewswire/ -- An affiliate of the fund known as EQT VIII ("EQT") is pleased to

Waystar Announces Pricing of Public Offering of Common Stock

LEHI, UT. and LOUISVILLE, KY., Feb. 20, 2025 /PRNewswire/ -- Waystar Holding Corp. (NASDAQ:WAY) ("Waystar"), a provider of leading healthcare payments software, today announced the pricing of its underwritten

Waystar Announces Proposed Public Offering of Common Stock

LEHI, Utah, and LOUISVILLE, Ky., Feb. 18, 2025 /PRNewswire/ -- Waystar Holding Corp. (NASDAQ:WAY), a provider of leading healthcare payment software, a provider of leading healthcare payments software, today announced a

Waystar Reports Fourth Quarter and Fiscal Year 2024 Results

Waystar recognized as the industry's leading AI-powered software platform

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