What smart money is saying about Waystar Holding Corp.
3 funds in our archive have pitched Waystar Holding Corp. — most recently Baron Discovery Fund in March 2026.
Waystar Holding Corp. develops a cloud-based software solution for healthcare payments. Its platform offers financial clearance, patient financial care, claim and payment management, denial prevention and recovery, revenue capture, and analytics and reporting solutions. The company primarily serves healthcare industry. Waystar Holding Corp. was founded in 2017 and is based in Lehi, Utah.
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Position history
Between Q3 2025 and Q2 2026, 1 fund letter reported a position in Waystar Holding Corp. — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- June 2026
“We ended our investment campaigns in Colliers International and Waystar and moved Flex to HarvestSM during the quarter.”
Waystar Holding Corp.
Fund coverage · 3 theses
- Baron Discovery FundMarch 2026
Waystar provides AI-driven healthcare revenue cycle software that reduces client costs and appears attractively valued with low-teens cash flow growth.
Read the full thesis - Baron Discovery FundDecember 2025
Waystar Holding Corp. provides end-to-end AI-enhanced health care revenue cycle software with strong margins, deleveraging, and attractive valuation-driven upside.
Read the full thesis - Artisan Global Discovery StrategySeptember 2025
Waystar is a leading cloud-based revenue cycle management platform poised to gain from the fallout of its competitor's cyberattack and the integration of AI capabilities to enhance claims performance.
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