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.
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.
Lauren Young filed an initial Form 3 reporting her relationship to Waystar Holding Corp. (WAY) as a Director with an event date of 10/01/2025. The filing states no securities are beneficially owned by the reporting person and includes an exhibit power of attorney. The form was signed by an attorney‑in‑fact on 10/02/2025.
Waystar Holding Corp. filed an Form 8-K reporting Amendment No. 12 to its First Lien Credit Agreement dated
Matthew J. Hawkins, Chief Executive Officer and Director of Waystar Holding Corp. (WAY), reported multiple insider transactions. On 06/06/2025 he had 46,657 shares disposed at an average price of $40.55, resulting in reported beneficial ownership of 717,474 shares (which includes unvested RSUs). Subsequent automatic transactions under a plan intended to satisfy Rule 10b5-1 conditions show acquisitions of 12,200 and 12,800 shares on 09/22/2025 and 09/23/2025 at a $4.14 option price (with related sales at weighted average prices of about $38.08). The filing discloses holdings of exercisable stock options with a $4.14 exercise price and additional equity held indirectly through two grantor retained annuity trusts totaling 593,135 options reported indirectly.
Waystar Holding Corp. insider transactions by Chief Business Officer Eric L. Sinclair III. The reporting person acquired 9,701 shares by exercising options at an exercise price of $4.14 and immediately acquired an equal number of underlying shares. The report also shows sale of 9,701 shares of common stock at a weighted-average price of $37.6343, executed across multiple transactions in a price range of $37.24 to $38.14. Following these transactions the reporting person beneficially owned 484,527 shares before the sale and 474,826 shares after. Some holdings include unvested RSUs and the option grants are currently vested. The acquisitions occurred pursuant to an internal plan intended to satisfy Rule 10b5-1(c) conditions.
Form 144 filed for Waystar Holding Corp. (WAY) discloses a proposed sale of 50,000 common shares to be effected on 09/22/2025 through Morgan Stanley Smith Barney on NASDAQ with an aggregate market value of $1,890,000.00. The shares were acquired on 09/22/2025 by exercise of stock options and paid for in cash. The filing also reports two prior 10b5-1 sales by the same account: 46,667 shares on 07/15/2025 for $1,785,540.12 and 46,667 shares on 08/12/2025 for $1,617,577.89. The 50,000-share notice represents approximately 0.0287% of the issuer's reported 174,238,972 outstanding shares. The filer certifies there is no undisclosed material adverse information and references Rule 10b5-1 planning where applicable.
Waystar Holding Corp. insider transactions reported on Form 4: Paul G. Moskowitz, a Bain Capital partner and Waystar director/10% owner, disclosed disposals of common stock tied to a registered public offering on 09/12/2025. The report shows 4,295,139 shares sold at $39.21 and 516,371 shares transferred in distributions, leaving the Bain Capital entities with 13,243,539 shares beneficially owned after the transactions. Some distributed shares are subject to lock-up restrictions until November 11, 2025, except as permitted by J.P. Morgan Securities.
Bain Capital entities disclosed sales and distributions of Waystar Holding Corp. (WAY) common stock on 09/12/2025. The filing reports 4,295,139 shares disposed in a registered public offering at $39.21 per share and an additional 516,371 shares distributed to members/partners. The filing states Derby Investor sold 298,303 shares and Derby SPV Investor sold 3,996,836 in the offering. After the reported transactions the filing shows beneficial ownership figures of 13,759,910 and 13,243,539 shares for the reporting entities on an indirect basis. Certain distributed shares (397,013 from Derby Investor and 119,358 from Derby SPV Investor) are subject to lock-up restrictions generally until 11/11/2025. The Form 4 is signed by Bain Capital's authorized signatory on 09/16/2025.
Derby LuxCo S.a r.l. and EQT Fund Management S.a r.l. reported a transaction in Waystar Holding Corp. (WAY). On 09/12/2025 the reporting persons sold 7,766,088 shares of Waystar common stock in a secondary offering at $39.21 per share. After the sale, the reporting persons beneficially own 24,879,437 shares, held indirectly by Derby LuxCo. The filing states that EQT VIII owns 100% of Derby LuxCo and that EQT Fund Management S.a r.l. has exclusive management responsibility for the investment vehicles comprising the majority of EQT VIII commitments. The form is signed by authorized managers and dated 09/16/2025.
Canada Pension Plan Investment Board (CPPIB) reported the sale of 5,938,773 shares of Waystar Holding Corp. (WAY) at $39.21 per share in a secondary offering that closed on 09/12/2025. The shares sold were held directly by CPP Investment Board Private Holdings (4) Inc., a wholly owned subsidiary of CPPIB, and CPPIB is an indirect beneficial owner of the remaining shares.
After the reported disposition, the filing shows 19,025,452 shares beneficially owned indirectly by CPPIB/Holdings (4). The Form 4 was signed by Pierre Abinakle on behalf of both reporting entities.
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