279 tracked 13F filers disclose a position in WAY as of the latest SEC 13F filings, a combined $4.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | EQT Fund Management S.a r.l. | $510.8M | 24.9M | —Held | Q3 2026 | |
| 2 | CANADA PENSION PLAN INVESTMENT BOARD | $458.7M | 19.0M | —Held | Q1 2026 | |
| 3 | BlackRock, Inc. | $401.8M | 16.7M | ▲+1.2% Added · +199K sh | Q1 2026 | |
| 4 | FMR LLC | $360.7M | 15.0M | ▲+6.6% Added · +925K sh | Q1 2026 | |
| 5 | BAIN CAPITAL INVESTORS LLC | $319.3M | 13.2M | —Held | Q1 2026 | |
| 6 | ADVENT INTERNATIONAL, L.P. | $266.7M | 11.1M | —Held | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $154.5M | 6.4M | →First observed position No prior filed position | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $124.1M | 5.1M | →First observed position No prior filed position | Q1 2026 | |
| 9 | Neuberger Berman Group LLC | $112.6M | 4.7M | ▼−15% Reduced · −800K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $93.9M | 4.6M | ▲+6.6% Added · +283K sh | Q2 2026 | |
| 11 | GOLDENTREE ASSET MANAGEMENT LP | $107.0M | 4.4M | ▲New +4.4M sh | Q1 2026 | |
| 12 | Artisan Partners Limited Partnership | $106.3M | 4.4M | ▲+39% Added · +1.2M sh | Q1 2026 | |
| 13 | PointState Capital LP | $90.8M | 3.8M | ▲+36% Added · +995K sh | Q1 2026 | |
| 14 | BANK OF MONTREAL /CAN/ | $83.3M | 3.5M | ▲513× Added · +3.4M sh | Q1 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $63.4M | 3.1M | ▲+6.8% Added · +197K sh | Q2 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $63.1M | 2.6M | ▼−7.4% Reduced · −210K sh | Q1 2026 | |
| 17 | ArrowMark Colorado Holdings LLC | $53.0M | 2.2M | ▲+14% Added · +275K sh | Q1 2026 | |
| 18 | UBS Group AG | $51.9M | 2.2M | ▼−6.8% Reduced · −158K sh | Q1 2026 | |
| 19 | MILLENNIUM MANAGEMENT LLC | $50.9M | 2.1M | ▼−28% Reduced · −802K sh | Q1 2026 | |
| 20 | DIAMOND HILL CAPITAL MANAGEMENT INC | $43.3M | 2.1M | ▲+32% Added · +506K sh | Q2 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $49.8M | 2.1M | ▲+62% Added · +789K sh | Q1 2026 | |
| 22 | DIMENSIONAL FUND ADVISORS LP | $49.3M | 2.0M | ▲+74% Added · +869K sh | Q1 2026 | |
| 23 | JANUS HENDERSON GROUP PLC | $48.0M | 2.0M | ▲+152% Added · +1.2M sh | Q1 2026 | |
| 24 | PRICE T ROWE ASSOCIATES INC /MD/ | $41.4M | 1.7M | ▲+6.6% Added · +106K sh | Q1 2026 | |
| 25 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $38.2M | 1.6M | ▲New +1.6M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in WAY and 28 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 135 funds | $203.1B |
| AMAZON.COM INCAMZN | 135 funds | $152.4B |
| ALPHABET INC-CL AGOOGL | 133 funds | $125.4B |
| NVIDIA CORPNVDA | 132 funds | $301.2B |
| APPLE INCAAPL | 131 funds | $218.1B |
| ELI LILLY & COLLY | 130 funds | $59.4B |
| META PLATFORMS INC-CLASS AMETA | 129 funds | $90.6B |
| VISA INC-CLASS A SHARESV | 127 funds | $52.2B |
| MICRON TECHNOLOGY INCMU | 127 funds | $25.4B |
| ALPHABET INC-CL CGOOG | 125 funds | $94.0B |
| JOHNSON & JOHNSONJNJ | 125 funds | $33.8B |
| BROADCOM INCAVGO | 124 funds | $119.3B |
Ranked by how many of WAY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 13, 2026 | Hawkins Matthew J. | Chief Executive Officer, Director | Sell (S) | 60K | $1.5M |
| Aug 11, 2026 | Hawkins Matthew J. | Chief Executive Officer, Director | Sell (S) | 22K | $562K |
| Jul 16, 2026 | Hawkins Matthew J. | Chief Executive Officer, Director | Sell (S) | 37K | $852K |
| Jul 15, 2026 | Hawkins Matthew J. | Chief Executive Officer, Director | Sell (S) | 33K | $762K |
| Mar 2, 2026 | MILLER HEIDI | Director | Buy (P) | 7K | $189K |
| Jan 20, 2026 | Sinclair III Eric L. (Ric) | Chief Business Officer | Sell (S) | 40K | $1.2M |
| Dec 22, 2025 | Sinclair III Eric L. (Ric) | Chief Business Officer | Sell (S) | 10K | $318K |
| Dec 10, 2025 | Schremser Christopher L. | Chief Technology Officer | Sell (S) | 9K | $262K |
| Nov 25, 2025 | Miller Melissa F. (Missy) | Chief Marketing Officer | Sell (S) | 3K | $126K |
| Nov 20, 2025 | Sinclair III Eric L. (Ric) | Chief Business Officer | Sell (S) | 10K | $342K |
| Nov 10, 2025 | Schremser Christopher L. | Chief Technology Officer | Sell (S) | 9K | $311K |
| Oct 20, 2025 | Sinclair III Eric L. (Ric) | Chief Business Officer | Sell (S) | 10K | $358K |
Connected entities for WAY
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WAY/capital-change-brief"
Use Arkolith's capital_change_brief for WAY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WAY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.