WAY on Nasdaq
Waystar Holding Corp.
Our mission is to simplify healthcare payments through our modern cloud-based software, enabling our healthcare clients to prioritize patient care and optimize their financial performance.4 From its latest annual report
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Last updated Oct 19, 2026.
Overview
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- TickerWAY on Nasdaq2
- IndustryServices-Computer Integrated Systems Design2
- HeadquartersWilmington, United States2
- Incorporated inDE3
- Business address1550 Digital Drive, #300, Lehi, Ut 840433
- Filer categoryLarge accelerated filer3
- Legal formCorporation2
- LEI529900QJLKXDYU36MH892
- StatusActive2
- LEI statusIssued and current2
- Registered addressc/o THE CORPORATION TRUST COMPANY, CORPORATION TRUST CENTER 1209 ORANGE ST, 19801 Wilmington, United States2
- Registered withDivision of Corporations, Department of State, 75599832
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Our mission is to simplify healthcare payments through our modern cloud-based software, enabling our healthcare clients to prioritize patient care and optimize their financial performance.4 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2025
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Products and services
Subscription and Circulation brought in 51% of the revenue Waystar Holding Corp. broke down this way in fiscal 2025.
Products and services by year
| Products and services | 2023 | 2024 | 2025 |
|---|---|---|---|
| Subscription and Circulation | $401.0M | $458.0M | $558.4M |
| Volume-Based Revenue | $386.3M | $479.9M | $534.8M |
| Implementation Services and Other Revenue | $3.7M | $5.7M | $6.1M |
Where the money goes
Where each dollar of revenue went, fiscal 2025
- Research and development5¢$54.6M
- Other costs79¢$872.9M
- Income tax5¢$59.7M
- Profit10¢$112.1M
Out of $1.1B in revenue.5
Where each dollar of operating cash went, fiscal 2025
- Kept or used elsewhere100¢$309.7M
Out of $309.7M of cash from operations.5
Financial statements
Every line of the income statement as filed: the last 3 fiscal years, latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Revenue | $1.1B | $943.5M | $791.0M |
| Cost of revenue (exclusive of depreciation and amortization expenses) | $348.2M | $315.7M | $249.8M |
| Sales and marketing | $178.0M | $156.9M | $124.4M |
| General and administrative | $128.6M | $111.8M | $62.9M |
| Research and development | $54.6M | $48.8M | $35.3M |
| Depreciation and amortization | $140.5M | $186.6M | $176.5M |
| Total operating expenses | $850.0M | $819.8M | $648.9M |
| Income from operations | $249.3M | $123.7M | $142.1M |
| Income/(loss) before income taxes | $171.8M | -$22.5M | -$63.8M |
| Income tax expense / (benefit) | $59.7M | -$3.4M | -$12.5M |
| Net income/(loss) | $112.1M | -$19.1M | -$51.3M |
| Basic (in dollars per share) | $0.63 | -$0.13 | -$0.42 |
| Diluted (in dollars per share) | $0.61 | -$0.13 | -$0.42 |
| Basic (in shares) | 177.9M shares | 149.9M shares | 121.7M shares |
| Diluted (in shares) | 184.8M shares | 149.9M shares | 121.7M shares |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 5 fiscal years (annual) or 5 quarters (quarterly), latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2024-05-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|---|
| Cash and cash equivalents | $61.4M | $182.1M | $35.6M | ||
| Restricted cash | $15.5M | $22.4M | $9.8M | ||
| Investment securities | $24.9M | $0 | |||
| Accounts receivable, net of allowance of $6,170 as of December 31, 2025 and $5,885 as of December 31, 2024 | $177.0M | $145.2M | |||
| Income tax receivable | $6.4M | $2.8M | |||
| Prepaid expenses | $20.1M | $14.4M | |||
| Other current assets | $3.2M | $4.0M | |||
| Total current assets | $308.4M | $371.0M | |||
| Property, plant and equipment, net | $51.6M | $46.7M | |||
| Operating lease right-of-use assets, net | $13.0M | $10.8M | |||
| Intangible assets, net | $1.3B | $1.0B | |||
| Goodwill | $4.0B | $3.0B | $3.0B | $3.0B | |
| Deferred costs | $94.0M | $82.8M | |||
| Other long-term assets | $8.5M | $6.5M | |||
| Total assets | $5.8B | $4.6B | |||
| Accounts payable | $50.9M | $47.4M | |||
| Accrued compensation | $40.9M | $31.6M | |||
| Aggregated funds payable | $15.1M | $22.1M | |||
| Other accrued expenses | $23.0M | $15.9M | |||
| Deferred revenue | $67.9M | $10.5M | |||
| Current portion of long-term debt | $14.2M | $11.7M | |||
| Current portion of operating lease liabilities | $6.0M | $5.6M | |||
| Current portion of finance lease liabilities | $0 | $904.0K | |||
| Total current liabilities | $218.1M | $145.6M | |||
| Deferred tax liability | $211.3M | $100.5M | |||
| Total long-term debt, net | $1.5B | $1.2B | |||
| Operating lease liabilities, net of current portion | $12.0M | $13.1M | |||
| Finance lease liabilities, net of current portion | $0 | $11.3M | |||
| Deferred revenue - long-term | $5.5M | $5.7M | |||
| Other long-term liabilities | $692.0K | $278.0K | |||
| Total liabilities | $1.9B | $1.5B | |||
| Preferred stock 0.01 par value - 100,000,000 shares authorized as of December 31, 2025 and December 31, 2024, respectively; zero shares issued and outstanding as of December 31, 2025 and December 31, 2024, respectively | $0 | $0 | |||
| Common stock 0.01 par value - 2,500,000,000 shares authorized as of December 31, 2025 and December 31, 2024, respectively; 191,587,193 and 172,108,240 shares issued and outstanding as of December 31, 2025 and December 31, 2024, respectively | $1.9M | $1.7M | |||
| Additional paid-in capital | $4.0B | $3.3B | |||
| Accumulated other comprehensive income (loss) | -$632.0K | $881.0K | |||
| Accumulated deficit | -$108.8M | -$220.9M | |||
| Total stockholders equity | $3.9B | $3.1B | $2.0B | $2.1B | |
| Total liabilities and stockholders equity | $5.8B | $4.6B | |||
| Accounts receivable, allowance | $6.2M | $5.9M | $5.3M | ||
| Preferred stock, shares par value (in dollars per share) | $0.01 | $0.01 | $0.01 | ||
| Preferred stock, shares authorized (in shares) | 100.0M shares | 100.0M shares | 100.0M shares | ||
| Preferred stock, shares issued (in shares) | 0 shares | 0 shares | |||
| Preferred stock, shares outstanding (in shares) | 0 shares | 0 shares | |||
| Common stock, shares par value (in dollars per share) | $0.01 | $0.01 | $0.01 | ||
| Common stock, shares authorized (in shares) | 2.5B shares | 2.5B shares | 2.5B shares | ||
| Common stock, shares issued (in shares) | 191.6M shares | 172.1M shares | |||
| Common stock, shares outstanding (in shares) | 191.6M shares | 172.1M shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2024-05-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|---|
| Cash and cash equivalents | $61.4M | $182.1M | $35.6M | ||
| Restricted cash | $15.5M | $22.4M | $9.8M | ||
| Investment securities | $24.9M | $0 | |||
| Accounts receivable, net of allowance of $6,170 as of December 31, 2025 and $5,885 as of December 31, 2024 | $177.0M | $145.2M | |||
| Income tax receivable | $6.4M | $2.8M | |||
| Prepaid expenses | $20.1M | $14.4M | |||
| Other current assets | $3.2M | $4.0M | |||
| Total current assets | $308.4M | $371.0M | |||
| Property, plant and equipment, net | $51.6M | $46.7M | |||
| Operating lease right-of-use assets, net | $13.0M | $10.8M | |||
| Intangible assets, net | $1.3B | $1.0B | |||
| Goodwill | $4.0B | $3.0B | $3.0B | $3.0B | |
| Deferred costs | $94.0M | $82.8M | |||
| Other long-term assets | $8.5M | $6.5M | |||
| Total assets | $5.8B | $4.6B | |||
| Accounts payable | $50.9M | $47.4M | |||
| Accrued compensation | $40.9M | $31.6M | |||
| Aggregated funds payable | $15.1M | $22.1M | |||
| Other accrued expenses | $23.0M | $15.9M | |||
| Deferred revenue | $67.9M | $10.5M | |||
| Current portion of long-term debt | $14.2M | $11.7M | |||
| Current portion of operating lease liabilities | $6.0M | $5.6M | |||
| Current portion of finance lease liabilities | $0 | $904.0K | |||
| Total current liabilities | $218.1M | $145.6M | |||
| Deferred tax liability | $211.3M | $100.5M | |||
| Total long-term debt, net | $1.5B | $1.2B | |||
| Operating lease liabilities, net of current portion | $12.0M | $13.1M | |||
| Finance lease liabilities, net of current portion | $0 | $11.3M | |||
| Deferred revenue - long-term | $5.5M | $5.7M | |||
| Other long-term liabilities | $692.0K | $278.0K | |||
| Total liabilities | $1.9B | $1.5B | |||
| Preferred stock 0.01 par value - 100,000,000 shares authorized as of December 31, 2025 and December 31, 2024, respectively; zero shares issued and outstanding as of December 31, 2025 and December 31, 2024, respectively | $0 | $0 | |||
| Common stock 0.01 par value - 2,500,000,000 shares authorized as of December 31, 2025 and December 31, 2024, respectively; 191,587,193 and 172,108,240 shares issued and outstanding as of December 31, 2025 and December 31, 2024, respectively | $1.9M | $1.7M | |||
| Additional paid-in capital | $4.0B | $3.3B | |||
| Accumulated other comprehensive income (loss) | -$632.0K | $881.0K | |||
| Accumulated deficit | -$108.8M | -$220.9M | |||
| Total stockholders equity | $3.9B | $3.1B | $2.0B | $2.1B | |
| Total liabilities and stockholders equity | $5.8B | $4.6B | |||
| Accounts receivable, allowance | $6.2M | $5.9M | $5.3M | ||
| Preferred stock, shares par value (in dollars per share) | $0.01 | $0.01 | $0.01 | ||
| Preferred stock, shares authorized (in shares) | 100.0M shares | 100.0M shares | 100.0M shares | ||
| Preferred stock, shares issued (in shares) | 0 shares | 0 shares | |||
| Preferred stock, shares outstanding (in shares) | 0 shares | 0 shares | |||
| Common stock, shares par value (in dollars per share) | $0.01 | $0.01 | $0.01 | ||
| Common stock, shares authorized (in shares) | 2.5B shares | 2.5B shares | 2.5B shares | ||
| Common stock, shares issued (in shares) | 191.6M shares | 172.1M shares | |||
| Common stock, shares outstanding (in shares) | 191.6M shares | 172.1M shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 3 fiscal years, latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Net income/(loss) | $112.1M | -$19.1M | -$51.3M |
| Depreciation and amortization | $140.5M | $186.6M | $176.5M |
| Stock-based compensation | $42.1M | $54.4M | $8.8M |
| Provision for bad debt expense | $3.3M | $2.7M | $2.4M |
| Loss on extinguishment of debt | $821.0K | $20.6M | $393.0K |
| Loss on lease termination | $838.0K | $0 | $0 |
| Deferred income taxes | $45.2M | -$59.1M | -$61.7M |
| Amortization of debt discount and issuance costs | $2.7M | $3.9M | $10.5M |
| Other | $154.0K | -$99.0K | $485.0K |
| Accounts receivable | -$7.3M | -$21.8M | -$16.7M |
| Income tax refundable | -$17.0M | $4.0M | -$2.5M |
| Prepaid expenses and other current assets | -$1.9M | -$2.3M | -$9.7M |
| Deferred costs | -$10.9M | -$16.5M | -$14.2M |
| Other long-term assets | -$2.4M | -$472.0K | -$1.7M |
| Accounts payable and accrued expenses | $8.9M | $18.2M | $11.9M |
| Deferred revenue | -$4.7M | -$842.0K | -$167.0K |
| Operating lease right-of-use assets and lease liabilities | -$2.9M | -$419.0K | -$1.7M |
| Other long-term liabilities | $0 | $0 | $45.0K |
| Net cash provided by operating activities | $309.7M | $169.8M | $51.5M |
| Purchase of property and equipment and capitalization of internally developed software costs | -$26.5M | -$27.3M | -$21.5M |
| Acquisitions, net of cash and cash equivalents acquired | -$629.5M | $0 | -$40.0M |
| Purchase of investment securities | -$231.3M | $0 | $0 |
| Proceeds from sale of investment securities | $206.4M | $0 | $0 |
| Net cash used in investing activities | -$680.9M | -$27.3M | -$61.5M |
| Change in aggregated funds liability | -$7.0M | $12.4M | $2.1M |
| Proceeds from equity offering, net of underwriting discounts | $0 | $1.0B | $0 |
| Payments of third-party IPO issuance costs | $0 | -$3.4M | $0 |
| Repurchase of shares | $0 | -$844.0K | -$688.0K |
| Proceeds from issuance of common stock from employee equity plans | $25.8M | $1.7M | $425.0K |
| Proceeds from issuances of debt, net of creditor fees | $390.1M | $576.1M | $20.0M |
| Payments on debt | -$152.4M | -$1.6B | -$38.0M |
| Third-party fees paid in connection with issuance of new debt | -$42.0K | -$1.4M | -$219.0K |
| Finance lease liabilities paid | -$13.0M | -$821.0K | -$791.0K |
| Net cash provided by (used in) financing activities | $243.4M | $16.7M | -$17.2M |
| Increase/(decrease) in cash and cash equivalents during the period | -$127.8M | $159.2M | -$27.2M |
| Interest paid | $81.7M | $122.8M | $193.0M |
| Cash taxes paid (refunds received), net | $32.4M | $51.1M | $51.4M |
| Fixed asset purchases in accounts payable | $280.0K | $283.0K | $1.1M |
| Unpaid third-party IPO issuance costs | $0 | $15.0K | $0 |
| Common stock issued in connection to acquisitions (see Note 7) | $620.8M | $0 | $0 |
No quarter-by-quarter statement was filed.
Leadership
Who has led Waystar Holding Corp., and when. Pick a name to see everywhere that person has worked.
Chief executive
Chief financial officer
- Chief executive officerMatthew J. Hawkins Jun 7, 2024 to now9
- Chief financial officerAlpana Wegner Aug 4, 2026 to now10
- Chief financial officerSteven M. Oreskovich Jun 7, 2024 to Aug 4, 202611
Board members and other officers (21)
- Chief Commercial OfficerTodd Charles Woods Aug 10, 2026 to now12
- Chief Prod. & Tech. OfficerAmit Khanna Aug 26, 2026 to now13
- Chief Technology OfficerChristopher L. Schremser Jun 7, 2024 to now14
- Chief Business OfficerEric L. (ric) Sinclair Iii. Jun 7, 2024 to now15
- Chief People OfficerKimberly S. Wittman Jun 7, 2024 to now16
- OfficerMatthew R. A. Heiman Jun 7, 2024 to Jun 12, 202417
- Chief Marketing OfficerMelissa F. (missy) Miller Jun 7, 2024 to now18
- Chief Transformation OfficerT. Craig Bridge Jun 7, 2024 to now19
- Board memberAashima Gupta Jun 13, 2025 to now20
- Board memberMike Roman Jun 13, 2025 to now21
- Board memberLauren Young Oct 3, 2025 to now22
- Board memberEthan Waxman Jun 7, 2024 to Jun 7, 202423
- Board memberHeidi Miller Jun 7, 2024 to now24
- Board memberJohn Patrick Driscoll Jun 7, 2024 to now25
- Board memberMatthew J. Hawkins Jun 7, 2024 to now9
- Board memberPaul G. Moskowitz Jun 7, 2024 to now26
- Board memberPriscilla Hung Jun 7, 2024 to now27
- Board memberRobert Demichiei Jun 7, 2024 to now28
- Board memberSamuel Blaichman Jun 7, 2024 to Jun 7, 202429
- Board memberVivian E. Riefberg Jun 7, 2024 to now30
- General counselGregory R. Packer Mar 24, 2025 to now31
Named in SEC Form D filings
People the company listed in its private-offering notices.
- DirectorEric C. Liu named Oct 10, 202532
Timeline
Filings
306 filings to the SEC since October 2021: 2 annual reports, 7 quarterly reports, 20 major events, 162 insider forms, 20 large holders, 1 private raises, 94 other. The latest 20:
- Oct 7, 20264 EDGAR
- Oct 6, 20264 EDGAR
- Oct 6, 2026144 EDGAR
- Sep 25, 20264/A EDGAR
- Sep 25, 20264/A EDGAR
- Sep 25, 20264/A EDGAR
- Sep 25, 20264/A EDGAR
- Sep 25, 20264/A EDGAR
- Sep 25, 20264/A EDGAR
- Sep 25, 20264/A EDGAR
- Sep 8, 20264 EDGAR
- Sep 3, 20264 EDGAR
- Sep 3, 20264 EDGAR
- Sep 3, 20264 EDGAR
- Sep 2, 2026144 EDGAR
- Aug 26, 20263 EDGAR
- Aug 14, 2026144 EDGAR
- Aug 14, 20264 EDGAR
- Aug 13, 20264 EDGAR
- Aug 13, 2026144 EDGAR
The 306 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
72 open-market trades by officers, directors and large owners since October 2021: 2 buys and 70 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Hawkins Matthew J.Chief Executive Officer | Sale | 82,500 | $25.97 | $2.1M | Form 4 |
| Aug 13, 2026 | Hawkins Matthew J.Chief Executive Officer | Sale | 60,038 | $25.01 | $1.5M | Form 4 |
| Aug 11, 2026 | Hawkins Matthew J.Chief Executive Officer | Sale | 22,462 | $25.04 | $562.4K | Form 4 |
| Jul 16, 2026 | Hawkins Matthew J.Chief Executive Officer | Sale | 36,901 | $23.09 | $852.0K | Form 4 |
| Jul 15, 2026 | Hawkins Matthew J.Chief Executive Officer | Sale | 33,099 | $23.02 | $761.9K | Form 4 |
| Mar 2, 2026 | MILLER HEIDIDirector | Buy | 7,200 | $26.25 | $189.0K | Form 4 |
| Jan 20, 2026 | Sinclair III Eric L. (Ric)Chief Business Officer | Sale | 40,225 | $30.08 | $1.2M | Form 4 |
| Dec 22, 2025 | Sinclair III Eric L. (Ric)Chief Business Officer | Sale | 9,701 | $32.82 | $318.4K | Form 4 |
| Dec 10, 2025 | Schremser Christopher L.Chief Technology Officer | Sale | 8,623 | $30.41 | $262.2K | Form 4 |
| Nov 25, 2025 | Miller Melissa F. (Missy)Chief Marketing Officer | Sale | 3,400 | $37.00 | $125.8K | Form 4 |
| Nov 20, 2025 | Sinclair III Eric L. (Ric)Chief Business Officer | Sale | 9,701 | $35.27 | $342.2K | Form 4 |
| Nov 10, 2025 | Schremser Christopher L.Chief Technology Officer | Sale | 8,623 | $36.12 | $311.5K | Form 4 |
| Oct 20, 2025 | Sinclair III Eric L. (Ric)Chief Business Officer | Sale | 9,701 | $36.94 | $358.4K | Form 4 |
| Oct 15, 2025 | Hawkins Matthew J.Chief Executive Officer | Sale | 200 | $38.00 | $7.6K | Form 4 |
| Oct 10, 2025 | Schremser Christopher L.Chief Technology Officer | Sale | 8,623 | $36.21 | $312.2K | Form 4 |
| Sep 23, 2025 | Hawkins Matthew J.Chief Executive Officer | Sale | 12,800 | $38.08 | $487.4K | Form 4 |
| Sep 22, 2025 | Hawkins Matthew J.Chief Executive Officer | Sale | 12,200 | $38.08 | $464.6K | Form 4 |
| Sep 22, 2025 | Sinclair III Eric L. (Ric)Chief Business Officer | Sale | 9,701 | $37.63 | $365.0K | Form 4 |
| Sep 12, 2025 | Bain Capital Fund XI, L.P.10% owner | Sale | 4,295,139 | $39.21 | $168.4M | Form 4 |
| Sep 12, 2025 | Derby LuxCo S.a r.l.10% owner | Sale | 7,766,088 | $39.21 | $304.5M | Form 4 |
All 72 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- FMR LLCSCHEDULE 13G/A, 2 filings Feb 5, 2026 to Aug 7, 202633
- VANGUARD GROUP INCSCHEDULE 13G/A, 3 filings Jul 29, 2025 to Mar 27, 202634
- BCPE Derby Investor, LPSCHEDULE 13G/A, 5 filings Nov 14, 2024 to Nov 14, 202535
- CANADA PENSION PLAN INVESTMENT BOARDSCHEDULE 13G/A, 4 filings Nov 14, 2024 to Nov 13, 202536
- Luxco S.a R.l. DerbySCHEDULE 13G/A, 4 filings Nov 8, 2024 to Nov 7, 202537
- BlackRockSCHEDULE 13G, 1 filing Oct 17, 202538
- ADVENT INTERNATIONAL, L.P.SCHEDULE 13D, 1 filing Oct 3, 202539
Money raised
Private offerings the company reported to the SEC on Form D.
- Oct 1, 2025Raised $620.8 million in a private offering of equity Form D: 102 investors so far Form D
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| EQT Fund Management S.a r.l. | 24,879,437 | $510.8M | 59.2% | No change |
| Canada Pension Plan Investment Board | 19,025,452 | $390.6M | 0.2% | No change |
| BlackRock, Inc. | 17,435,466 | $358.0M | 0.0% | +769,734 |
| Fmr LLC | 15,045,567 | $308.9M | 0.0% | +83,148 |
| Bain Capital Investors LLC | 13,243,539 | $271.9M | 5.6% | No change |
| Advent International, L.P. | 11,059,899 | $227.1M | 1.3% | No change |
| Vanguard Portfolio Management LLC | 6,626,263 | $136.0M | 0.0% | +219,485 |
| Goldentree Asset Management LP | 6,160,110 | $126.3M | 7.4% | +1,716,439 |
| Vanguard Capital Management LLC | 5,200,460 | $106.8M | 0.0% | +55,236 |
| Bank Of Montreal /can/ | 5,189,386 | $106.5M | 0.0% | +1,735,629 |
| State Street Corp | 4,572,108 | $93.9M | 0.0% | +282,993 |
| Artisan Partners Limited Partnership | 3,679,251 | $75.5M | 0.1% | −729,153 |
| Millennium Management LLC | 3,652,355 | $75.0M | 0.1% | +1,540,222 |
| Neuberger Berman Group LLC | 3,634,210 | $74.6M | 0.0% | −1,036,969 |
| Geode Capital Management, LLC | 3,088,690 | $63.4M | 0.0% | +196,548 |
| UBS Group AG | 2,884,399 | $59.2M | 0.0% | +731,450 |
| Jupiter Topco LLC | 2,871,893 | $59.0M | 0.0% | New |
| Dimensional Fund Advisors LP | 2,660,854 | $54.6M | 0.0% | +614,458 |
| Bank Of America Corp /de/ | 2,583,119 | $53.0M | 0.0% | +517,861 |
| Massachusetts Financial Services Co /ma/ | 2,275,354 | $46.7M | 0.0% | +692,696 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 2,109,793 | $43.3M | 0.3% | +506,276 |
| Morgan Stanley | 1,986,453 | $40.8M | 0.0% | +1,027,286 |
| Bamco Inc /ny/ | 1,787,600 | $36.7M | 0.1% | −537,969 |
| Fort Washington Investment Advisors Inc /oh/ | 1,630,411 | $33.5M | 0.2% | +401,991 |
| Oberweis Asset Management Inc/ | 1,589,364 | $32.6M | 0.7% | +421,890 |
13F reports cover disclosed long positions in U.S. stocks only.
Sources
The numbers on this page point here. Each one links to the record it came from.
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- 17SEC EDGARMatthew R. A. Heiman, Officer
- 18
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- 20SEC EDGARAashima Gupta, Board member
- 21SEC EDGARMike Roman, Board member
- 22SEC EDGARLauren Young, Board member
- 23SEC EDGAREthan Waxman, Board member
- 24SEC EDGARHeidi Miller, Board member
- 25SEC EDGARJohn Patrick Driscoll, Board member
- 26SEC EDGARPaul G. Moskowitz, Board member
- 27SEC EDGARPriscilla Hung, Board member
- 28SEC EDGARRobert Demichiei, Board member
- 29SEC EDGARSamuel Blaichman, Board member
- 30SEC EDGARVivian E. Riefberg, Board member
- 31SEC EDGARGregory R. Packer, General counsel
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