Welcome to our dedicated page for Waystar Holding SEC filings (Ticker: WAY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Waystar Holding Corp. (Nasdaq: WAY) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, along with AI-powered tools to help interpret them. Waystar operates as a healthcare payment software and health information services company, and its filings offer detailed insight into its financial condition, capital structure, and significant corporate events.
Investors can review Form 8-K current reports in which Waystar discloses material events such as quarterly earnings announcements, amendments to its credit agreements, and the completion of acquisitions. For example, the company has filed 8-Ks describing results for specific fiscal quarters, the execution of amendments to its First Lien Credit Agreement, and the closing of the acquisition of Iodine Software, including information about consideration paid and related financing arrangements.
Waystar’s filings also address topics such as its status as an emerging growth company, underwritten secondary offerings by selling stockholders, and stockholder and lockup agreements associated with strategic transactions. These documents provide context on ownership dynamics, board composition changes, and registration rights for significant investors.
On this page, Stock Titan surfaces real-time updates from the SEC’s EDGAR system so that new Waystar filings appear promptly. AI-powered summaries help explain the key points of lengthy documents, highlighting items like revenue and earnings disclosures in earnings-related 8-Ks, terms of material definitive agreements, and details of merger and acquisition transactions. Users can quickly understand what each filing covers without reading every page.
In addition to 8-Ks, investors can use this page to locate Waystar’s periodic reports, such as annual reports on Form 10-K and quarterly reports on Form 10-Q, when available, as well as any proxy statements or registration statements referenced in the company’s disclosures. For those tracking governance and ownership, insider transaction reports on Form 4 can also be accessed to monitor equity activity by directors and officers.
By combining structured access to Waystar’s SEC filings with AI-generated explanations, this page is intended to make it easier to analyze complex regulatory documents, follow the company’s financing and M&A activity, and understand the legal and financial context behind its healthcare payment software business.
Waystar Holding Corp. (WAY) filed a Form 4 showing its Chief Marketing Officer exercising stock options and selling the resulting shares. On 11/25/2025, the officer exercised 3,400 stock options at an exercise price of $18.19 per share, acquiring the same number of common shares. On the same day, those 3,400 common shares were sold at a price of $37 per share. After these transactions, the officer beneficially owned 193,261 shares of common stock, which includes unvested restricted stock units. The remaining stock option position was 28,750 options following the reported activity. These trades occurred automatically under a Rule 10b5-1(c) trading plan adopted on November 20, 2024.
Waystar Holding Corp. insider transaction: the company’s Chief Business Officer reported an option exercise and share sale. On 11/20/2025, the officer exercised stock options to acquire 9,701 shares of common stock at $4.14 per share and then sold 9,701 shares of common stock at a weighted average price of $35.2728 per share in multiple trades between $34.79 and $35.80. After these transactions, the officer beneficially owned 474,826 shares of common stock and 48,505 stock options. The filing notes that these trades occurred automatically under a Rule 10b5-1(c) trading plan adopted on February 19, 2025, and that the options exercised are fully vested and expire on 11/01/2027.
Waystar Holding Corp. (WAY) reported an insider transaction by its Chief Technology Officer. On 11/10/2025, the executive exercised 8,623 stock options at $4.14 and sold 8,623 common shares at a weighted average price of $36.1161 under a Rule 10b5-1(c) trading plan adopted on December 6, 2024.
Following the transactions, the executive beneficially owned 422,371 common shares, which include unvested RSUs, and held 77,617 stock options. The reported sales occurred in multiple trades ranging from $35.63 to $36.50. The exercised options are currently vested, with an expiration date of 11/01/2027.
Waystar Holding Corp. reported stronger Q3 results. Revenue rose to $268.7 million from $240.1 million a year ago, and income from operations increased to $60.2 million from $27.1 million. Net income improved to $30.6 million (diluted EPS $0.17) from $5.4 million ($0.03).
For the first nine months, revenue reached $795.7 million versus $699.4 million, with net income of $92.1 million compared to a $38.2 million loss last year, helped by lower depreciation/amortization and reduced interest expense. Operating cash flow was $243.0 million. Cash and equivalents were $421.1 million at September 30, 2025, against total debt of $1.23 billion (no revolver borrowings). The company repriced its First Lien Credit Facility on August 12, 2025 to SOFR + 2.00% (effective rate 6.34% at quarter-end) and used short-term investments during the period to help fund the acquisition of Iodine Software Holdings, Inc. Shares outstanding were 191,316,583 as of October 20, 2025.
Waystar Holding Corp. (WAY) furnished an Item 2.02 Form 8-K announcing it issued a press release with earnings and other financial results for the fiscal quarter and fiscal year ended September 30, 2025. The release is attached as Exhibit 99.1 and incorporated by reference.
The company notes this information is being furnished, not filed, under the Exchange Act, limiting Section 18 liability and incorporation by reference unless specifically stated.
Waystar Holding Corp. (WAY) Chief Business Officer filed a Form 4 for transactions on 10/20/2025 made under a Rule 10b5-1(c) trading plan adopted on February 19, 2025. The officer exercised 9,701 stock options at $4.14 per share and sold 9,701 common shares at a $36.9378 weighted average price, with individual sales ranging from $36.52 to $37.86. Following these transactions, the officer directly beneficially owns 474,826 common shares. The filing notes that the reported holdings include unvested RSUs and the options exercised were vested.
Waystar Holding Corp. filed a Form 3 reporting the initial beneficial ownership of its Chief Product & AI Officer as of 10/01/2025.
The reporting person beneficially owns 1,498,541 shares of common stock. The filing notes a grant of 156,944 RSUs that vest over four years, with 25% vesting each year beginning October 2, 2026. Each RSU represents a right to receive one share of common stock upon settlement.
Waystar Holding Corp. (WAY) reported an insider transaction by its Chief Technology Officer. On 10/10/2025, the officer exercised stock options for 8,623 shares at $4.14 per share and sold 8,623 shares at a weighted average price of $36.2072. The sales occurred in multiple trades ranging from $35.66 to $37.22.
Following these transactions, the officer beneficially owned 422,371 shares directly, which includes unvested RSUs. The officer also held 86,240 stock options after the transactions. The activity occurred automatically under a Rule 10b5-1(c) trading plan adopted on December 6, 2024.
Waystar Holding Corp. filed a Form D notice reporting a completed exempt offering with total proceeds of
The Form D lists multiple executive officers and directors at the company’s principal place of business in Lehi, Utah. The filing reports $0 in sales commissions and finders’ fees and states no proceeds were used to pay executive officers, directors, or promoters. The issuer certified reliance on the Regulation D exemption and signed the notice on
Advent International affiliates filed a Schedule 13D on Waystar Holding Corp. (WAY), reporting beneficial ownership of 11,059,899 shares of Common Stock, representing 5.8% of the class.
The stake relates to Waystar’s acquisition of Iodine Software, for which the issuer paid $458,598,270 in cash and issued 16,639,920 shares; closing was announced on October 1, 2025. The calculation of ownership references 174,146,070 shares outstanding as of September 11, 2025, increased by the merger share issuance.
Affiliates entered a lock-up for 18 months after the Closing Date, and Advent LP gained the right to nominate one director while it and permitted transferees hold at least 5%; the Board was expanded to 13 and Lauren Young was appointed. After 18 months, Advent may initiate up to two short-form demand registrations and/or shelf take-downs, has piggyback rights, and Waystar will, upon request, amend its shelf to include Advent’s merger shares.
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