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Waystar Holding Corp. (WAY)
USD22.96
+0.77 (+3.47%)
US NASDAQ Technology Information Technology Services
Address
1550 Digital Drive 84043
Lehi, UT, US
Lehi, UT, US
CEO
Matthew J. Hawkins
Website
waystar.com
IPO
2024-06-07
CIK 1990354 ISIN US9467841055
Description
Waystar Holding Corp. is dedicated to developing a cloud-based software platform designed to streamline financial transactions within the healthcare industry. Their comprehensive system offers a suite of functionalities, including pre-approving finances, supporting patients with billing, overseeing claims and payments, actively preventing and recovering denied claims, enhancing revenue capture, and providing insightful analytics and reporting. The company's main clientele operates within the healthcare sector. Established in 2017, Waystar Holding Corp. is headquartered in Lehi, Utah.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD22.96
+0.77 (+3.47%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
0.10
Float Shares
140.00M
Free Float %
73.0%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.56% | -4.01% | -9.81% | -10.81% | -47.45% | -40.79% | -51.89% | -6.33% | -6.33% | -6.33% | -6.33% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (17 ratings, all time)
Buy
Price Targets & DCF
Current price
22.96
Low
27.00
+17.6%
Consensus
35.62
+55.1%
Median
36.00
+56.8%
High
43.00
+87.3%
DCF (Unlevered)
160.17
+597.6%
DCF (Levered)
122.79
+434.8%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
96% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 5 | 0 |
| Buy | 18 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
34.50
+50.3%
|
| Last Quarter | 12 |
34.42
+49.9%
|
| Last Year | 23 |
39.65
+72.7%
|
| All Time | 34 |
37.32
+62.5%
|
Quality scores
Altman Z-Score
1.67
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
4 / 5
High
P/E Score
2 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Information Technology Services: +10.1%+16.5% ★ Q1'26: +22.4% (vs Q1'25)
-
EPS growth Information Technology Services: +16.7%+569.2% ★ Q1'26: +37.5% (vs Q1'25)
-
FCF margin FCF growth · Information Technology Services: +32.8%+18.4% ★ Q1'26: +22.2% (vs Q1'25)
-
EBIT margin Information Technology Services: +9.0%+24.1% ★ Q1'26: +25.6% (vs Q1'25)
-
ROIC Information Technology Services: +9.5%+3.3% Q1'26: +6.1% (vs Q1'25)
-
Share dilution Information Technology Services: +0.0%+31.6% Q1'26: +8.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Information Technology Services: -0.83×3.70× Q1'26: 0.06× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 17 Rev. Ana. 13 EPS Ana. |
Dec 2027 17 Rev. Ana. 13 EPS Ana. |
Dec 2028 11 Rev. Ana. 5 EPS Ana. |
Dec 2029 5 Rev. Ana. 1 EPS Ana. |
Dec 2030 5 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
791.01M
est: 824.72M (-4.1%)
|
943.55M
est: 931.91M (+1.2%)
|
1.10B
est: 1.09B (+0.8%)
|
1.29B
1.27B – 1.30B
+17.9% YoY
|
1.42B
1.39B – 1.50B
+10.6% YoY
|
1.59B
1.59B – 1.59B
+11.7% YoY
|
1.69B
1.67B – 1.75B
+6.6% YoY
|
1.85B
1.83B – 1.91B
+9.1% YoY
|
| EBITDA |
318.55M
est: 312.76M (+1.9%)
|
310.36M
est: 353.41M (-12.2%)
|
405.85M
est: 413.52M (-1.9%)
|
487.44M
481.59M – 491.24M
+17.9% YoY
|
539.33M
527.94M – 569.72M
+10.6% YoY
|
602.62M
602.01M – 603.22M
+11.7% YoY
|
642.63M
634.93M – 663.89M
+6.6% YoY
|
701.40M
692.99M – 724.60M
+9.1% YoY
|
| EBIT |
142.08M
est: 296.08M (-52.0%)
|
123.73M
est: 334.56M (-63.0%)
|
265.30M
est: 391.46M (-32.2%)
|
461.44M
455.90M – 465.04M
+17.9% YoY
|
510.57M
499.78M – 539.33M
+10.6% YoY
|
570.48M
569.91M – 571.05M
+11.7% YoY
|
608.36M
601.06M – 628.48M
+6.6% YoY
|
663.99M
656.03M – 685.95M
+9.1% YoY
|
| Net Income |
-51.33M
est: -93.51M (+45.1%)
|
-19.13M
est: 62.96M (-130.4%)
|
112.09M
est: 284.77M (-60.6%)
|
322.55M
317.62M – 327.48M
+13.3% YoY
|
365.90M
346.23M – 385.57M
+13.4% YoY
|
452.82M
378.47M – 527.16M
+23.8% YoY
|
467.69M
460.39M – 487.79M
+3.3% YoY
|
519.98M
511.87M – 542.34M
+11.2% YoY
|
| SGA |
187.36M
est: 221.45M (-15.4%)
|
268.69M
est: 250.23M (+7.4%)
|
306.64M
est: 292.79M (+4.7%)
|
345.13M
340.99M – 347.83M
+17.9% YoY
|
381.88M
373.81M – 403.39M
+10.6% YoY
|
426.69M
426.26M – 427.11M
+11.7% YoY
|
455.02M
449.56M – 470.07M
+6.6% YoY
|
496.63M
490.67M – 513.05M
+9.1% YoY
|
| EPS |
-0.31
est: -0.47 (+33.4%)
|
-0.13
est: 0.32 (-141.1%)
|
0.63
est: 1.46 (-56.8%)
|
1.64
1.61 – 1.66
+12.4% YoY
|
1.84
1.75 – 1.95
+12.5% YoY
|
2.16
1.92 – 2.67
+17.2% YoY
|
2.37
2.33 – 2.47
+9.6% YoY
|
2.64
2.59 – 2.75
+11.2% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-05 | Citigroup | Buy | Buy | Maintain |
| 2026-04-30 | UBS | Buy | Buy | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A- | 4/5 | 5/5 | 3/5 | 3/5 | 4/5 | 2/5 | 4/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 3/5 | 3/5 | 4/5 | 2/5 | 4/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 3/5 | 3/5 | 4/5 | 2/5 | 4/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 3/5 | 3/5 | 4/5 | 2/5 | 4/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 3/5 | 3/5 | 4/5 | 2/5 | 4/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 3/5 | 3/5 | 4/5 | 2/5 | 4/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 2/5 | 3/5 | 4/5 | 2/5 | 4/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 2/5 | 3/5 | 4/5 | 2/5 | 4/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 2/5 | 3/5 | 4/5 | 2/5 | 4/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-17 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-16 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
308.06M
OE per share TTM
1.64
Owner's Yield
8.08%
Maintenance CapEx ratio
25.10%
Maint CapEx / Avg PPE
7.8%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
62
Total invested
115.50M
Insider transactions (90d)
0
Beneficial owners (>5%)
4
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Derby LuxCo S.à r.l. | 48.66M | 28.30% | 48.66M | — | 48.66M | — | OO | Luxembourg | 2024-11-08 | ↗ |
| 2 | EQT Fund Management S.à r.l. | 48.66M | 28.30% | 48.66M | — | 48.66M | — | OO | Luxembourg | 2024-11-08 | ↗ |
| 3 | Canada Pension Plan Investment Board | 37.21M | 21.60% | 37.21M | — | — | — | FI | : | 2024-11-14 | ↗ |
| 4 | BCPE Derby Investor, LP | 27.98M | 16.30% | — | 27.98M | — | 27.98M | PN | Delaware | 2024-11-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
62
-248 vs prev Q
New positions
18
Closed positions
257
Increased
37
Reduced
17
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | EQT FUND MANAGEMENT S.A R.L. | 24.88M +— (+0.0%) | 814.80M -128.6M (-13.6%) | 14.27% -0.082 pp | 73.27% +22.635 pp | USD37.92 -13.6% | 2 qtrs — |
| 2 | CANADA PENSION PLAN INVESTMENT BOARD | 19.03M +— (+0.0%) | 623.08M -98.4M (-13.6%) | 9.94% -1.034 pp | 0.42% -0.090 pp | USD21.51 +52.3% | 7 qtrs — |
| 3 | BLACKROCK, INC. | 16.47M +281.0K (+1.7%) | 539.27M -74.5M (-12.1%) | 8.60% -0.733 pp | 0.01% -0.002 pp | USD35.92 -8.8% | 6 qtrs — |
| 4 | FMR LLC | 14.04M +9.2M (+189.7%) | 459.72M +276.0M (+150.2%) | 8.05% +5.256 pp | 0.02% +0.014 pp | USD34.85 -6.0% | 6 qtrs — |
| 5 | BAIN CAPITAL INVESTORS LLC | 13.24M +— (+0.0%) | 433.73M -68.5M (-13.6%) | 7.60% -0.044 pp | 9.38% -5.602 pp | USD21.51 +52.3% | 7 qtrs — |
| 6 | VANGUARD GROUP INC | 12.33M +41.1K (+0.3%) | 403.84M -62.2M (-13.3%) | 6.44% -0.647 pp | 0.01% -0.001 pp | USD33.05 -0.9% | 7 qtrs — |
| 7 | ADVENT INTERNATIONAL CORP/MA | 11.06M +11.1M (+100.0%) | 362.21M +362.2M (+100.0%) | 6.34% +6.343 pp | 7.50% +7.496 pp | USD32.75 +0.0% | 1 qtrs NEW |
| 8 | NEUBERGER BERMAN GROUP LLC | 5.47M +244.7K (+4.7%) | 179.17M -19.0M (-9.6%) | 3.14% +0.123 pp | 0.13% -0.011 pp | USD25.27 +29.6% | 7 qtrs — |
| 9 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5.28M +19.0K (+0.4%) | 172.99M -26.6M (-13.3%) | 3.03% -0.006 pp | 0.48% -0.034 pp | USD38.02 -13.9% | 4 qtrs — |
| 10 | STATE STREET CORP | 4.13M +159.2K (+4.0%) | 135.39M -15.3M (-10.2%) | 2.16% -0.133 pp | 0.00% -0.001 pp | USD36.39 -10.0% | 6 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 3.40M +224.9K (+7.1%) | 111.30M -9.0M (-7.5%) | 1.78% -0.055 pp | 0.01% -0.001 pp | USD34.17 -4.2% | 7 qtrs — |
| 12 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 3.16M +646.2K (+25.7%) | 103.64M +8.1M (+8.5%) | 1.65% +0.201 pp | 0.16% +0.020 pp | USD36.86 -11.2% | 2 qtrs — |
| 13 | INVESCO LTD. | 3.11M -17.1K (-0.5%) | 101.95M -16.7M (-14.1%) | 1.63% -0.179 pp | 0.02% -0.003 pp | USD37.52 -12.7% | 6 qtrs — |
| 14 | MILLENNIUM MANAGEMENT LLC | 2.91M +809.2K (+38.4%) | 95.45M +15.6M (+19.6%) | 1.52% +0.308 pp | 0.04% +0.006 pp | USD35.73 -8.3% | 7 qtrs — |
| 15 | GOLDMAN SACHS GROUP INC | 2.83M +705.4K (+33.2%) | 92.60M +12.1M (+15.1%) | 1.48% +0.253 pp | 0.01% +0.002 pp | USD36.91 -11.3% | 6 qtrs — |
| 16 | POINTSTATE CAPITAL LP | 2.77M +673.5K (+32.1%) | 90.82M +11.2M (+14.1%) | 1.59% +0.379 pp | 1.34% +0.149 pp | USD36.66 -10.7% | 2 qtrs — |
| 17 | UBS GROUP AG | 2.31M -1.2M (-34.3%) | 75.67M -57.7M (-43.3%) | 1.21% -0.821 pp | 0.01% -0.009 pp | USD37.52 -12.7% | 7 qtrs — |
| 18 | ARROWMARK COLORADO HOLDINGS LLC | 1.92M -184.6K (-8.8%) | 62.98M -16.9M (-21.2%) | 1.00% -0.211 pp | 1.39% -0.098 pp | USD23.53 +39.2% | 7 qtrs — |
| 19 | PRICE T ROWE ASSOCIATES INC /MD/ | 1.61M +318.0K (+24.6%) | 52.78M +3.7M (+7.6%) | 0.84% +0.096 pp | 0.01% +0.000 pp | USD38.55 -15.0% | 6 qtrs — |
| 20 | VOYA INVESTMENT MANAGEMENT LLC | 1.61M +179.5K (+12.6%) | 52.59M -1.5M (-2.8%) | 0.92% +0.098 pp | 0.05% -0.002 pp | USD38.30 -14.5% | 6 qtrs — |
| 21 | THRIVENT FINANCIAL FOR LUTHERANS | 1.40M +517.0K (+58.6%) | 45.83M +12.4M (+37.0%) | 0.80% +0.294 pp | 0.08% +0.015 pp | USD36.00 -9.0% | 4 qtrs — |
| 22 | BAMCO INC /NY/ | 1.39M +1.4M (+100.0%) | 45.64M +45.6M (+100.0%) | 0.80% +0.799 pp | 0.12% +0.124 pp | USD32.75 +0.0% | 1 qtrs NEW |
| 23 | NORGES BANK | 1.36M +1.4M (+100.0%) | 44.63M +44.6M (+100.0%) | 0.78% +0.782 pp | 0.00% +0.005 pp | USD32.75 +0.0% | 1 qtrs NEW |
| 24 | BANK OF AMERICA CORP /DE/ | 1.28M -486.2K (-27.6%) | 41.79M -25.0M (-37.5%) | 0.67% -0.350 pp | 0.00% -0.002 pp | USD35.77 -8.4% | 7 qtrs — |
| 25 | HOLOCENE ADVISORS, LP | 1.19M +1.1M (+2,561.3%) | 38.96M +37.3M (+2,198.5%) | 0.62% +0.596 pp | 0.08% +0.078 pp | USD32.95 -0.6% | 7 qtrs — |
| 26 | DIMENSIONAL FUND ADVISORS LP | 1.18M +340.6K (+40.7%) | 38.57M +6.8M (+21.5%) | 0.68% +0.193 pp | 0.01% +0.001 pp | USD36.41 -10.1% | 4 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.15M +17.5K (+1.6%) | 37.60M -5.3M (-12.3%) | 0.66% +0.006 pp | 0.01% -0.001 pp | USD34.89 -6.1% | 6 qtrs — |
| 28 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.11M +421.2K (+61.6%) | 36.20M +10.3M (+39.5%) | 0.58% +0.183 pp | 0.05% +0.014 pp | USD34.41 -4.8% | 7 qtrs — |
| 29 | RENAISSANCE TECHNOLOGIES LLC | 1.07M -23.6K (-2.2%) | 35.12M -6.4M (-15.5%) | 0.56% -0.072 pp | 0.05% 0.000 pp | USD37.84 -13.5% | 6 qtrs — |
| 30 | NORTHERN TRUST CORP | 1.05M -49.2K (-4.5%) | 34.43M -7.3M (-17.5%) | 0.60% -0.032 pp | 0.00% -0.001 pp | USD34.60 -5.3% | 6 qtrs — |
| 31 | JPMORGAN CHASE & CO | 1.01M -1.5M (-59.3%) | 33.16M -61.2M (-64.9%) | 0.58% -0.855 pp | 0.00% -0.004 pp | USD32.17 +1.8% | 7 qtrs — |
| 32 | — | 1.00M +1.0M (+100.0%) | 32.75M +32.8M (+100.0%) | 0.52% +0.523 pp | 23.17% +23.169 pp | USD32.75 +0.0% | 1 qtrs NEW |
| 33 | FREESTONE GROVE PARTNERS LP | 944.4K -23.1K (-2.4%) | 30.93M -5.8M (-15.7%) | 0.49% -0.065 pp | 0.22% -0.050 pp | USD39.17 -16.4% | 4 qtrs — |
| 34 | FEDERATED HERMES, INC. | 927.2K +53.2K (+6.1%) | 30.36M -2.8M (-8.4%) | 0.53% +0.028 pp | 0.05% -0.008 pp | USD37.61 -12.9% | 7 qtrs — |
| 35 | BAIN CAPITAL VENTURE INVESTORS, LLC | 883.0K +883.0K (+100.0%) | 28.92M +28.9M (+100.0%) | 0.51% +0.506 pp | 11.35% +11.352 pp | USD32.75 +0.0% | 1 qtrs NEW |
| 36 | JENNISON ASSOCIATES LLC | 882.8K -8.0K (-0.9%) | 28.91M -4.9M (-14.4%) | 0.51% -0.008 pp | 0.02% -0.002 pp | USD28.43 +15.2% | 7 qtrs — |
| 37 | OBERWEIS ASSET MANAGEMENT INC/ | 840.6K +4.1K (+0.5%) | 27.53M -4.2M (-13.2%) | 0.48% 0.000 pp | 1.01% -0.208 pp | USD37.35 -12.3% | 5 qtrs — |
| 38 | MORGAN STANLEY | 838.8K -140.7K (-14.4%) | 27.47M -9.7M (-26.0%) | 0.44% -0.127 pp | 0.00% -0.001 pp | USD33.69 -2.8% | 7 qtrs — |
| 39 | PRINCIPAL FINANCIAL GROUP INC | 826.9K +46.9K (+6.0%) | 27.08M -2.5M (-8.4%) | 0.47% +0.024 pp | 0.01% -0.001 pp | USD38.11 -14.1% | 4 qtrs — |
| 40 | JANUS HENDERSON GROUP PLC | 789.7K -96.2K (-10.9%) | 25.86M -7.7M (-23.0%) | 0.45% -0.058 pp | 0.01% -0.004 pp | USD37.94 -13.7% | 5 qtrs — |
| 41 | POINT72 ASSET MANAGEMENT, L.P. | 780.3K +66.5K (+9.3%) | 25.55M -1.5M (-5.6%) | 0.45% +0.036 pp | 0.03% -0.017 pp | USD38.23 -14.3% | 7 qtrs — |
| 42 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 750.0K -1.3M (-62.5%) | 24.56M -51.3M (-67.6%) | 0.43% -0.724 pp | 0.04% -0.096 pp | USD29.85 +9.7% | 7 qtrs — |
| 43 | AVENIR CORP | 746.5K +24.9K (+3.5%) | 24.45M -2.9M (-10.7%) | 0.43% +0.012 pp | 2.65% -0.197 pp | USD34.65 -5.5% | 6 qtrs — |
| 44 | CAPRICORN FUND MANAGERS LTD | 738.3K +233.1K (+46.2%) | 24.18M +5.0M (+26.2%) | 0.42% +0.132 pp | 5.83% -0.603 pp | USD36.29 -9.8% | 2 qtrs — |
| 45 | DEUTSCHE BANK AG\ | 689.6K -211.9K (-23.5%) | 22.58M -11.6M (-33.9%) | 0.40% -0.125 pp | 0.01% -0.004 pp | USD40.41 -19.0% | 6 qtrs — |
| 46 | BANK OF NEW YORK MELLON CORP | 684.8K -3.9K (-0.6%) | 22.43M -3.7M (-14.1%) | 0.39% -0.005 pp | 0.00% -0.001 pp | USD36.08 -9.2% | 6 qtrs — |
| 47 | WELLINGTON MANAGEMENT GROUP LLP | 671.7K +530.0K (+373.8%) | 22.00M +16.6M (+309.2%) | 0.39% +0.304 pp | 0.00% +0.003 pp | USD33.84 -3.2% | 2 qtrs — |
| 48 | AMERIPRISE FINANCIAL INC | 669.9K -407.0K (-37.8%) | 21.94M -18.9M (-46.3%) | 0.38% -0.237 pp | 0.01% -0.004 pp | USD36.50 -10.3% | 7 qtrs — |
| 49 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 640.8K +640.8K (+100.0%) | 20.99M +21.0M (+100.0%) | 0.37% +0.368 pp | 0.11% +0.112 pp | USD32.75 +0.0% | 1 qtrs NEW |
| 50 | SELECT EQUITY GROUP, L.P. | 634.6K +89.2K (+16.4%) | 20.78M +101.4K (+0.5%) | 0.33% +0.017 pp | 0.09% +0.004 pp | USD38.47 -14.9% | 3 qtrs — |
| 51 | SIO CAPITAL MANAGEMENT, LLC | 613.7K +613.7K (+100.0%) | 20.10M +20.1M (+100.0%) | 0.32% +0.321 pp | 3.16% +3.162 pp | USD32.75 +0.0% | 1 qtrs NEW |
| 52 | BURKEHILL GLOBAL MANAGEMENT, LP | 600.0K +— (+0.0%) | 19.65M -3.1M (-13.6%) | 0.31% -0.033 pp | 1.29% +0.002 pp | USD37.06 -11.6% | 5 qtrs — |
| 53 | BALYASNY ASSET MANAGEMENT L.P. | 507.6K +290.8K (+134.1%) | 16.63M +8.4M (+102.2%) | 0.29% +0.166 pp | 0.02% +0.011 pp | USD35.07 -6.6% | 7 qtrs — |
| 54 | CREDIT AGRICOLE S A | 498.1K -56.1K (-10.1%) | 16.31M -4.7M (-22.4%) | 0.26% -0.060 pp | 0.04% -0.019 pp | USD37.92 -13.6% | 2 qtrs — |
| 55 | CAPITAL RESEARCH GLOBAL INVESTORS | 495.0K +495.0K (+100.0%) | 16.21M +16.2M (+100.0%) | 0.28% +0.284 pp | 0.00% +0.003 pp | USD32.75 +0.0% | 1 qtrs NEW |
| 56 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 478.2K +2.7K (+0.6%) | 15.66M -2.4M (-13.1%) | 0.27% +0.000 pp | 0.11% -0.012 pp | USD30.32 +8.0% | 6 qtrs — |
| 57 | NEW YORK STATE COMMON RETIREMENT FUND | 473.8K -42.1K (-8.2%) | 15.52M -4.0M (-20.7%) | 0.27% -0.026 pp | 0.02% -0.005 pp | USD28.43 +15.2% | 7 qtrs — |
| 58 | NUVEEN, LLC | 471.8K -114.4K (-19.5%) | 15.45M -6.8M (-30.5%) | 0.25% -0.092 pp | 0.00% -0.002 pp | USD37.77 -13.3% | 4 qtrs — |
| 59 | FRANKLIN RESOURCES INC | 457.0K +428.2K (+1,483.1%) | 14.97M +13.9M (+1,267.2%) | 0.26% +0.246 pp | 0.00% +0.003 pp | USD33.04 -0.9% | 4 qtrs — |
| 60 | KINGDON CAPITAL MANAGEMENT, L.L.C. | 414.5K +414.5K (+100.0%) | 13.58M +13.6M (+100.0%) | 0.24% +0.238 pp | 1.61% +1.614 pp | USD32.75 +0.0% | 1 qtrs NEW |
| 61 | BLUE DOOR ASSET MANAGEMENT, LLC | 402.3K +322.6K (+404.8%) | 13.18M +10.2M (+335.9%) | 0.23% +0.185 pp | 5.33% +3.743 pp | USD33.77 -3.0% | 2 qtrs — |
| 62 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 397.3K -51.1K (-11.4%) | 13.01M -4.0M (-23.5%) | 0.23% -0.031 pp | 0.04% -0.019 pp | USD37.92 -13.6% | 2 qtrs — |
| 63 | PEREGRINE CAPITAL MANAGEMENT LLC | 386.7K +30.8K (+8.6%) | 12.66M -832.7K (-6.2%) | 0.22% +0.017 pp | 0.39% -0.018 pp | USD25.24 +29.8% | 7 qtrs — |
| 64 | BNP PARIBAS ARBITRAGE, SNC | 375.4K +352.8K (+1,562.9%) | 12.29M +11.4M (+1,336.2%) | 0.20% +0.183 pp | 0.01% +0.005 pp | USD33.05 -0.9% | 6 qtrs — |
| 65 | PARKMAN HEALTHCARE PARTNERS LLC | 369.0K +63.0K (+20.6%) | 12.09M +481.0K (+4.1%) | 0.21% +0.035 pp | 1.15% -0.060 pp | USD38.16 -14.2% | 3 qtrs — |
| 66 | GHISALLO CAPITAL MANAGEMENT LLC | 350.0K -150.0K (-30.0%) | 11.46M -7.5M (-39.5%) | 0.18% -0.106 pp | 0.51% -0.109 pp | USD24.03 +36.3% | 7 qtrs — |
| 67 | MAWER INVESTMENT MANAGEMENT LTD. | 337.7K +337.7K (+100.0%) | 11.06M +11.1M (+100.0%) | 0.19% +0.194 pp | 0.06% +0.062 pp | USD32.75 +0.0% | 1 qtrs NEW |
| 68 | MAIN STREET FINANCIAL SOLUTIONS, LLC | 336.9K +37.0K (+12.3%) | 11.03M -338.7K (-3.0%) | 0.18% +0.003 pp | 0.83% +0.097 pp | USD36.85 -11.1% | 4 qtrs — |
| 69 | SEVEN GRAND MANAGERS, LLC | 300.0K +— (+0.0%) | 9.83M -1.6M (-13.6%) | 0.17% -0.001 pp | 0.75% -0.176 pp | USD33.98 -3.6% | 7 qtrs — |
| 70 | RHUMBLINE ADVISERS | 289.5K -5.1K (-1.7%) | 9.48M -1.7M (-15.1%) | 0.15% -0.019 pp | 0.01% -0.001 pp | USD36.02 -9.1% | 6 qtrs — |
| 71 | SEI INVESTMENTS CO | 277.8K -7.4K (-2.6%) | 9.10M -1.7M (-15.9%) | 0.16% -0.005 pp | 0.01% -0.003 pp | USD33.53 -2.3% | 7 qtrs — |
| 72 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 272.8K -194.1K (-41.6%) | 8.96M -8.8M (-49.5%) | 0.16% -0.113 pp | 0.71% -0.650 pp | USD25.35 +29.2% | 7 qtrs — |
| 73 | LEGAL & GENERAL GROUP PLC | 270.4K -34.7K (-11.4%) | 8.86M -2.7M (-23.5%) | 0.16% -0.021 pp | 0.00% -0.001 pp | USD37.46 -12.6% | 7 qtrs — |
| 74 | CAPTRUST FINANCIAL ADVISORS | 268.7K +118.4K (+78.8%) | 8.80M +3.1M (+54.4%) | 0.14% +0.054 pp | 0.02% +0.005 pp | USD36.96 -11.4% | 3 qtrs — |
| 75 | TWO SIGMA INVESTMENTS, LP | 268.2K -818.0K (-75.3%) | 8.78M -32.4M (-78.7%) | 0.14% -0.487 pp | 0.01% -0.049 pp | USD38.75 -15.5% | 6 qtrs — |
| 76 | OSTERWEIS CAPITAL MANAGEMENT INC | 253.3K +34.7K (+15.9%) | 8.29M +5.1K (+0.1%) | 0.13% +0.006 pp | 0.35% -0.023 pp | USD37.21 -12.0% | 2 qtrs — |
| 77 | VICTORY CAPITAL MANAGEMENT INC | 244.2K -154.3K (-38.7%) | 8.00M -7.1M (-47.1%) | 0.14% -0.090 pp | 0.00% -0.004 pp | USD39.07 -16.2% | 5 qtrs — |
| 78 | BELLEVUE GROUP AG | 241.7K +111.8K (+86.1%) | 7.92M +3.0M (+60.7%) | 0.13% +0.051 pp | 0.15% +0.048 pp | USD27.52 +19.0% | 7 qtrs — |
| 79 | NEXT CENTURY GROWTH INVESTORS LLC | 237.0K -39.8K (-14.4%) | 7.76M -2.7M (-26.0%) | 0.14% -0.024 pp | 0.54% -0.226 pp | USD34.09 -3.9% | 6 qtrs — |
| 80 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 233.0K -53.5K (-18.7%) | 7.63M -3.2M (-29.8%) | 0.12% -0.044 pp | 0.00% 0.000 pp | USD39.13 -16.3% | 7 qtrs — |
| 81 | SWISS NATIONAL BANK | 225.9K +7.9K (+3.6%) | 7.40M -868.3K (-10.5%) | 0.13% +0.004 pp | 0.00% 0.000 pp | USD37.18 -11.9% | 5 qtrs — |
| 82 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 223.0K -8.2K (-3.6%) | 7.30M -1.5M (-16.7%) | 0.13% -0.006 pp | 0.01% -0.002 pp | USD37.92 -13.6% | 2 qtrs — |
| 83 | STATE OF WISCONSIN INVESTMENT BOARD | 217.6K +4.7K (+2.2%) | 7.13M -947.4K (-11.7%) | 0.12% +0.002 pp | 0.02% -0.003 pp | USD29.85 +9.7% | 7 qtrs — |
| 84 | BLAIR WILLIAM & CO/IL | 204.9K +63.0K (+44.4%) | 6.71M +1.3M (+24.7%) | 0.11% +0.025 pp | 0.02% +0.004 pp | USD34.59 -5.3% | 6 qtrs — |
| 85 | RENAISSANCE GROUP LLC | 201.7K -19.2K (-8.7%) | 6.61M -1.8M (-21.1%) | 0.12% -0.012 pp | 0.27% -0.051 pp | USD37.92 -13.6% | 2 qtrs — |
| 86 | KING LUTHER CAPITAL MANAGEMENT CORP | 197.6K +79.3K (+67.0%) | 6.47M +2.0M (+44.2%) | 0.11% +0.045 pp | 0.03% +0.008 pp | USD37.07 -11.7% | 3 qtrs — |
| 87 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 196.7K -950.5K (-82.9%) | 6.44M -37.1M (-85.2%) | 0.10% -0.559 pp | 0.13% -0.769 pp | USD37.20 -12.0% | 5 qtrs — |
| 88 | MUNRO PARTNERS | 182.1K +3.2K (+1.8%) | 5.96M -819.2K (-12.1%) | 0.10% -0.008 pp | 0.15% -0.029 pp | USD38.33 -14.6% | 4 qtrs — |
| 89 | SUMMITTX CAPITAL, L.P. | 181.5K +181.5K (+100.0%) | 5.94M +5.9M (+100.0%) | 0.09% +0.095 pp | 0.18% +0.179 pp | USD32.75 +0.0% | 1 qtrs NEW |
| 90 | CITIGROUP INC | 179.2K +94.7K (+112.1%) | 5.87M +2.7M (+83.2%) | 0.10% +0.054 pp | 0.00% +0.001 pp | USD33.51 -2.3% | 7 qtrs — |
| 91 | UBS ASSET MANAGEMENT AMERICAS INC | 179.1K +2.2K (+1.2%) | 5.86M -844.2K (-12.6%) | 0.10% +0.001 pp | 0.00% 0.000 pp | USD38.40 -14.7% | 5 qtrs — |
| 92 | BARCLAYS PLC | 177.2K +112.3K (+173.0%) | 5.80M +4.0M (+220.5%) | 0.09% +0.055 pp | 0.00% +0.001 pp | USD33.57 -2.4% | 7 qtrs — |
| 93 | KORNITZER CAPITAL MANAGEMENT INC /KS | 172.4K +— (+0.0%) | 5.65M -891.2K (-13.6%) | 0.10% -0.001 pp | 0.12% -0.014 pp | USD39.70 -17.5% | 3 qtrs — |
| 94 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 154.9K -63.0K (-28.9%) | 5.07M -3.2M (-38.6%) | 0.09% -0.037 pp | 0.00% -0.003 pp | USD38.44 -14.8% | 3 qtrs — |
| 95 | ILLINOIS MUNICIPAL RETIREMENT FUND | 147.6K +87.8K (+146.8%) | 4.83M +2.6M (+113.2%) | 0.08% +0.050 pp | 0.06% +0.032 pp | USD35.21 -7.0% | 3 qtrs — |
| 96 | RA CAPITAL MANAGEMENT, L.P. | 144.4K +144.4K (+100.0%) | 4.73M +4.7M (+100.0%) | 0.08% +0.075 pp | 0.05% +0.048 pp | USD32.75 +0.0% | 1 qtrs NEW |
| 97 | RAYMOND JAMES FINANCIAL INC | 138.6K +1.1K (+0.8%) | 4.54M -675.0K (-12.9%) | 0.08% +0.000 pp | 0.00% 0.000 pp | USD37.32 -12.2% | 5 qtrs — |
| 98 | ALYESKA INVESTMENT GROUP, L.P. | 130.7K -1.7M (-92.8%) | 4.28M -64.5M (-93.8%) | 0.08% -0.972 pp | 0.01% -0.196 pp | USD37.98 -13.8% | 3 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 140 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Global X HealthTech ETF HEAL | 3.25% | 972.2K | 0.50% |
| 2 | Invesco S&P SmallCap Health Care ETF PSCH | 1.13% | 1.84M | 0.29% |
| 3 | F/M Emerald Life Sciences Innovation ETF LFSC | 1.00% | 748.1K | 0.54% |
| 4 | Fidelity Disruptive Medicine ETF FMED | 1.00% | 463.2K | 0.50% |
| 5 | Truth Social American Next Frontiers ETF TSNF | 0.82% | 83.9K | 0.65% |
| 6 | State Street SPDR FactSet Innovative Technology ETF XITK | 0.67% | 486.5K | 0.45% |
| 7 | Research Affiliates Deletions ETF NIXT | 0.48% | 165.5K | 0.09% |
| 8 | Pacer US Small Cap Cash Cows Growth Leaders ETF CAFG | 0.45% | 134.7K | 0.59% |
| 9 | iShares U.S. Healthcare Providers ETF IHF | 0.38% | 4.50M | 0.38% |
| 10 | KraneShares Man Buyout Beta Index ETF BUYO | 0.36% | 59.8K | 0.89% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
3.67
Bullish
Ratio by volume
3.00
Bullish
Buys
11
Sells
3
Shares acquired
833.1K
Shares disposed
80.5K
Cash buys
1.00
Cash sales
1.00
Net activity
+752,662
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-09 | Wittman Kimberly S. | Officer | A-Award | A | Common Stock | 61,703 | 0.00 | — | 272,964 | D | ↗ |
| 2026-03-09 | Schremser Christopher L. | Officer | A-Award | A | Common Stock | 87,413 | 0.00 | — | 509,784 | D | ↗ |
| 2026-03-09 | PACKER GREGORY R | Officer | A-Award | A | Common Stock | 65,817 | 0.00 | — | 196,964 | D | ↗ |
| 2026-03-09 | Oreskovich Steven M | Officer | A-Award | A | Common Stock | 82,271 | 0.00 | — | 436,783 | D | ↗ |
| 2026-03-09 | Miller Melissa F. (Missy) | Officer | A-Award | A | Common Stock | 61,703 | 0.00 | — | 254,964 | D | ↗ |
| 2026-03-09 | Hawkins Matthew J. | Director / Officer | A-Award | A | Common Stock | 257,096 | 0.00 | — | 974,570 | D | ↗ |
| 2026-03-09 | Chan William | Officer | A-Award | A | Common Stock | 82,271 | 0.00 | — | 1,580,812 | D | ↗ |
| 2026-03-09 | Bridge T. Craig | Officer | A-Award | A | Common Stock | 87,413 | 0.00 | — | 670,768 | D | ↗ |
| 2026-03-02 | MILLER HEIDI | Director | P-Purchase | A | Common Stock | 7,200 | 26.25 | 189.0K | 7,200 | I | ↗ |
| 2026-01-20 | Sinclair III Eric L. (Ric) | Officer | M-Exempt | D | Stock Options (right to buy) | 7,562 | 18.19 | 137.6K | 173,938 | D | ↗ |
| 2025-12-22 | Sinclair III Eric L. (Ric) | Officer | M-Exempt | A | Common Stock | 9,701 | 4.14 | 40.2K | 484,527 | D | ↗ |
| 2025-12-10 | Schremser Christopher L. | Officer | M-Exempt | A | Common Stock | 8,623 | 4.14 | 35.7K | 430,994 | D | ↗ |
| 2025-11-25 | Miller Melissa F. (Missy) | Officer | M-Exempt | A | Common Stock | 3,400 | 18.19 | 61.8K | 196,661 | D | ↗ |
| 2025-11-20 | Sinclair III Eric L. (Ric) | Officer | S-Sale | D | Common Stock | 9,701 | 35.27 | 342.2K | 474,826 | D | ↗ |
| 2025-11-10 | Schremser Christopher L. | Officer | S-Sale | D | Common Stock | 8,623 | 36.12 | 311.4K | 422,371 | D | ↗ |
| 2025-10-20 | Sinclair III Eric L. (Ric) | Officer | M-Exempt | A | Common Stock | 9,701 | 4.14 | 40.2K | 484,527 | D | ↗ |
| 2025-10-10 | Schremser Christopher L. | Officer | M-Exempt | D | Stock Options (right to buy) | 8,623 | 4.14 | 35.7K | 86,240 | D | ↗ |
| 2025-10-01 | Young Lauren | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-10-01 | Chan William | Officer | — | — | Common Stock | 0 | 0.00 | — | 1,498,541 | D | ↗ |
| 2025-09-23 | Hawkins Matthew J. | Director / Officer | M-Exempt | D | Stock Options (right to buy) | 12,800 | 4.14 | 53.0K | 1,264,745 | D | ↗ |
| 2025-09-22 | Sinclair III Eric L. (Ric) | Officer | M-Exempt | A | Common Stock | 9,701 | 4.14 | 40.2K | 484,527 | D | ↗ |
| 2025-09-22 | Hawkins Matthew J. | Director / Officer | M-Exempt | D | Stock Options (right to buy) | 12,200 | 4.14 | 50.5K | 1,277,545 | D | ↗ |
| 2025-09-12 | Moskowitz Paul G | Director / 10% Owner | J-Other | D | Common Stock, par value $0.01 per share | 516,371 | 0.00 | — | 13,243,539 | I | ↗ |
| 2025-09-12 | Derby LuxCo S.a r.l. | 10% Owner | S-Sale | D | Common Stock | 7,766,088 | 39.21 | 304.51M | 24,879,437 | I | ↗ |
| 2025-09-12 | CANADA PENSION PLAN INVESTMENT BOARD | 10% Owner | S-Sale | D | Common Stock | 5,938,773 | 39.21 | 232.86M | 19,025,452 | I | ↗ |
| 2025-09-12 | BAIN CAPITAL INVESTORS LLC | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 4,295,139 | 39.21 | 168.41M | 13,759,910 | I | ↗ |
| 2025-09-10 | Schremser Christopher L. | Officer | M-Exempt | A | Common Stock | 8,623 | 4.14 | 35.7K | 430,994 | D | ↗ |
| 2025-09-10 | Oreskovich Steven M | Officer | M-Exempt | A | Common Stock | 16,666 | 4.14 | 69.0K | 371,178 | D | ↗ |
| 2025-09-08 | Sinclair III Eric L. (Ric) | Officer | M-Exempt | A | Common Stock | 19,404 | 4.14 | 80.3K | 494,230 | D | ↗ |
| 2025-09-08 | Bridge T. Craig | Officer | S-Sale | D | Common Stock | 85,000 | 40.06 | 3.41M | 583,355 | D | ↗ |
| 2025-09-04 | Wittman Kimberly S. | Officer | M-Exempt | D | Stock Options (right to buy) | 18,000 | 21.50 | 387.0K | 90,695 | D | ↗ |
| 2025-08-26 | Miller Melissa F. (Missy) | Officer | M-Exempt | A | Common Stock | 3,400 | 18.19 | 61.8K | 196,661 | D | ↗ |
| 2025-08-20 | Sinclair III Eric L. (Ric) | Officer | M-Exempt | A | Common Stock | 9,702 | 4.14 | 40.2K | 500,572 | D | ↗ |
| 2025-08-18 | PACKER GREGORY R | Officer | A-Award | A | Common Stock | 78,321 | 0.00 | — | 131,147 | D | ↗ |
| 2025-08-12 | Hawkins Matthew J. | Director / Officer | M-Exempt | D | Stock Options (right to buy) | 46,667 | 4.14 | 193.2K | 1,289,745 | D | ↗ |
| 2025-08-11 | Schremser Christopher L. | Officer | S-Sale | D | Common Stock | 8,623 | 34.49 | 297.4K | 438,044 | D | ↗ |
| 2025-08-01 | Hawkins Matthew J. | Director / Officer | J-Other | D | Stock Options (right to buy) | 156,865 | 4.14 | 649.4K | 343,135 | I | ↗ |
| 2025-07-21 | Sinclair III Eric L. (Ric) | Officer | M-Exempt | A | Common Stock | 9,702 | 4.14 | 40.2K | 500,572 | D | ↗ |
| 2025-07-21 | Bridge T. Craig | Officer | S-Sale | D | Common Stock | 85,000 | 37.09 | 3.15M | 682,843 | D | ↗ |
| 2025-07-15 | Hawkins Matthew J. | Director / Officer | S-Sale | D | Common Stock | 46,667 | 38.26 | 1.79M | 764,131 | D | ↗ |
| 2025-07-10 | Schremser Christopher L. | Officer | S-Sale | D | Common Stock | 8,623 | 37.63 | 324.5K | 438,044 | D | ↗ |
| 2025-06-25 | Sinclair III Eric L. (Ric) | Officer | M-Exempt | A | Common Stock | 9,702 | 4.14 | 40.2K | 500,572 | D | ↗ |
| 2025-06-20 | Sinclair III Eric L. (Ric) | Officer | M-Exempt | D | Stock Options (right to buy) | 9,702 | 4.14 | 40.2K | 126,118 | D | ↗ |
| 2025-06-16 | Roman Michael F | Director | A-Award | A | Common Stock | 5,134 | 0.00 | — | 5,134 | D | ↗ |
| 2025-06-16 | Riefberg Vivian E. | Director | A-Award | A | Common Stock | 5,134 | 0.00 | — | 13,829 | D | ↗ |
| 2025-06-16 | MILLER HEIDI | Director | A-Award | A | Common Stock | 5,134 | 0.00 | — | 31,614 | D | ↗ |
| 2025-06-16 | Hung Priscilla | Director | A-Award | A | Common Stock | 5,134 | 0.00 | — | 13,829 | D | ↗ |
| 2025-06-16 | Gupta Aashima | Director | A-Award | A | Common Stock | 5,134 | 0.00 | — | 5,134 | D | ↗ |
| 2025-06-16 | DeMichiei Robert | Director | A-Award | A | Common Stock | 5,134 | 0.00 | — | 36,896 | D | ↗ |
| 2025-06-16 | DRISCOLL JOHN PATRICK | Director | A-Award | A | Common Stock | 5,134 | 0.00 | — | 90,757 | D | ↗ |
| 2025-06-11 | Oreskovich Steven M | Officer | S-Sale | D | Common Stock | 16,396 | 40.71 | 667.5K | 368,550 | D | ↗ |
| 2025-06-11 | Miller Melissa F. (Missy) | Officer | S-Sale | D | Common Stock | 6,072 | 40.71 | 247.2K | 192,484 | D | ↗ |
| 2025-06-11 | Bridge T. Craig | Officer | S-Sale | D | Common Stock | 15,946 | 40.71 | 649.2K | 767,843 | D | ↗ |
| 2025-06-10 | Schremser Christopher L. | Officer | M-Exempt | A | Common Stock | 8,623 | 4.14 | 35.7K | 446,667 | D | ↗ |
| 2025-06-10 | Hawkins Matthew J. | Director / Officer | M-Exempt | A | Common Stock | 46,667 | 4.14 | 193.2K | 810,798 | D | ↗ |
| 2025-06-06 | Wittman Kimberly S. | Officer | F-InKind | D | Common Stock | 2,670 | 40.55 | 108.3K | 193,261 | D | ↗ |
| 2025-06-06 | Sinclair III Eric L. (Ric) | Officer | F-InKind | D | Common Stock | 16,044 | 40.55 | 650.6K | 474,826 | D | ↗ |
| 2025-06-06 | Schremser Christopher L. | Officer | F-InKind | D | Common Stock | 15,673 | 40.55 | 635.5K | 422,371 | D | ↗ |
| 2025-06-06 | Oreskovich Steven M | Officer | F-InKind | D | Common Stock | 14,038 | 40.55 | 569.2K | 354,512 | D | ↗ |
| 2025-06-06 | Miller Melissa F. (Missy) | Officer | F-InKind | D | Common Stock | 2,623 | 40.55 | 106.4K | 193,261 | D | ↗ |
| 2025-06-06 | Hawkins Matthew J. | Director / Officer | F-InKind | D | Common Stock | 46,657 | 40.55 | 1.89M | 717,474 | D | ↗ |
| 2025-06-06 | Bridge T. Craig | Officer | F-InKind | D | Common Stock | 14,488 | 40.55 | 587.5K | 668,355 | D | ↗ |
| 2025-06-05 | Hawkins Matthew J. | Director / Officer | M-Exempt | A | Common Stock | 59,836 | 4.14 | 247.7K | 823,967 | D | ↗ |
| 2025-06-04 | Roman Michael F | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-04 | Gupta Aashima | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-05-30 | Sinclair III Eric L. (Ric) | Officer | M-Exempt | A | Common Stock | 9,702 | 4.14 | 40.2K | 500,572 | D | ↗ |
| 2025-05-27 | Hawkins Matthew J. | Director / Officer | M-Exempt | A | Common Stock | 140,164 | 4.14 | 580.3K | 904,295 | D | ↗ |
| 2025-05-23 | Hawkins Matthew J. | Director / Officer | M-Exempt | A | Common Stock | 197,847 | 4.14 | 819.1K | 961,978 | D | ↗ |
| 2025-05-22 | Hawkins Matthew J. | Director / Officer | M-Exempt | A | Common Stock | 2,153 | 4.14 | 8.9K | 766,284 | D | ↗ |
| 2025-05-21 | Sinclair III Eric L. (Ric) | Officer | S-Sale | D | Common Stock | 100 | 39.55 | 4.0K | 490,870 | D | ↗ |
| 2025-05-20 | Moskowitz Paul G | Director / 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 451,837 | 37.39 | 16.89M | 18,055,049 | I | ↗ |
| 2025-05-20 | Derby LuxCo S.a r.l. | 10% Owner | S-Sale | D | Common Stock | 806,459 | 37.39 | 30.16M | 32,645,525 | I | ↗ |
| 2025-05-20 | CANADA PENSION PLAN INVESTMENT BOARD | 10% Owner | S-Sale | D | Common Stock | 616,704 | 37.39 | 23.06M | 24,964,225 | I | ↗ |
| 2025-05-20 | BAIN CAPITAL INVESTORS LLC | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 451,837 | 37.39 | 16.89M | 18,055,049 | I | ↗ |
| 2025-05-16 | Moskowitz Paul G | Director / 10% Owner | J-Other | D | Common Stock, par value $0.01 per share | 235,397 | 0.00 | — | 18,506,886 | I | ↗ |
| 2025-05-16 | Derby LuxCo S.a r.l. | 10% Owner | S-Sale | D | Common Stock | 5,376,390 | 37.39 | 201.04M | 33,451,984 | I | ↗ |
| 2025-05-16 | CANADA PENSION PLAN INVESTMENT BOARD | 10% Owner | S-Sale | D | Common Stock | 4,111,357 | 37.39 | 153.74M | 25,580,929 | I | ↗ |
| 2025-05-16 | BAIN CAPITAL INVESTORS LLC | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 3,012,253 | 37.39 | 112.63M | 18,742,283 | I | ↗ |
| 2025-05-15 | Miller Melissa F. (Missy) | Officer | M-Exempt | A | Common Stock | 3,400 | 18.19 | 61.8K | 205,356 | D | ↗ |
| 2025-05-13 | Hawkins Matthew J. | Director / Officer | M-Exempt | D | Stock Options (right to buy) | 46,667 | 4.14 | 193.2K | 1,672,881 | D | ↗ |
| 2025-05-09 | Schremser Christopher L. | Officer | M-Exempt | D | Stock Options (Right to Buy) | 8,623 | 4.14 | 35.7K | 129,355 | D | ↗ |
| 2025-05-09 | Hawkins Matthew J. | Director / Officer | A-Award | A | Common Stock | 264,131 | 0.00 | — | 764,131 | D | ↗ |
| 2025-04-10 | Schremser Christopher L. | Officer | S-Sale | D | Common Stock | 6,110 | 36.18 | 221.1K | 440,557 | D | ↗ |
| 2025-04-10 | Hawkins Matthew J. | Director / Officer | M-Exempt | D | Stock Options (right to buy) | 46,667 | 4.14 | 193.2K | 2,469,548 | D | ↗ |
| 2025-04-01 | Wittman Kimberly S. | Officer | A-Award | A | Common Stock | 158,478 | 0.00 | — | 201,956 | D | ↗ |
| 2025-04-01 | Sinclair III Eric L. (Ric) | Officer | A-Award | A | Common Stock | 316,957 | 0.00 | — | 490,870 | D | ↗ |
| 2025-04-01 | Schremser Christopher L. | Officer | A-Award | A | Common Stock | 264,131 | 0.00 | — | 438,044 | D | ↗ |
| 2025-04-01 | PACKER GREGORY R | Officer | A-Award | A | Common Stock | 52,826 | 0.00 | — | 52,826 | D | ↗ |
| 2025-04-01 | Oreskovich Steven M | Officer | A-Award | A | Common Stock | 211,304 | 0.00 | — | 384,946 | D | ↗ |
| 2025-04-01 | Miller Melissa F. (Missy) | Officer | A-Award | A | Common Stock | 158,478 | 0.00 | — | 201,956 | D | ↗ |
| 2025-04-01 | Bridge T. Craig | Officer | A-Award | A | Common Stock | 264,131 | 0.00 | — | 783,789 | D | ↗ |
| 2025-03-17 | PACKER GREGORY R | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-13 | Hawkins Matthew J. | Director / Officer | M-Exempt | D | Stock Options (right to buy) | 46,665 | 4.14 | 193.2K | 2,516,215 | D | ↗ |
| 2025-03-12 | Oreskovich Steven M | Officer | M-Exempt | A | Common Stock | 16,666 | 4.14 | 69.0K | 190,308 | D | ↗ |
| 2025-03-07 | Schremser Christopher L. | Officer | S-Sale | D | Common Stock | 300 | 38.70 | 11.6K | 174,913 | D | ↗ |
| 2025-02-26 | Bridge T. Craig | Officer | M-Exempt | A | Common Stock | 131,083 | 16.53 | 2.17M | 702,572 | D | ↗ |
| 2025-02-24 | Moskowitz Paul G | Director / 10% Owner | J-Other | D | Common Stock, par value $0.01 per share | 573,192 | 0.00 | — | 21,754,536 | I | ↗ |
| 2025-02-24 | Derby LuxCo S.a r.l. | 10% Owner | S-Sale | D | Common Stock | 9,830,143 | 40.00 | 393.21M | 38,828,374 | I | ↗ |
| 2025-02-24 | CANADA PENSION PLAN INVESTMENT BOARD | 10% Owner | S-Sale | D | Common Stock | 7,517,168 | 40.00 | 300.69M | 29,692,286 | I | ↗ |
| 2025-02-24 | BAIN CAPITAL INVESTORS LLC | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 5,652,689 | 38.60 | 218.19M | 22,327,728 | I | ↗ |
| 2025-02-21 | Miller Melissa F. (Missy) | Officer | M-Exempt | A | Common Stock | 3,400 | 18.19 | 61.8K | 46,878 | D | ↗ |
| 2024-12-12 | Oreskovich Steven M | Officer | S-Sale | D | Common Stock | 47 | 34.21 | 1.6K | 173,642 | D | ↗ |
| 2024-12-12 | BCPE Derby (DE) SPV, LP | 10% Owner | — | — | Common Stock | 0 | 0.00 | — | 23,936,936 | D | ↗ |
| 2024-12-12 | BAIN CAPITAL INVESTORS LLC | 10% Owner | J-Other | A | Ordinary Shares, $0.01 par value | 23,936,936 | 0.00 | — | 27,980,417 | I | ↗ |
Executive team
Top executives
EBIT / Employee
176.9K
Shares Outstanding
191.81M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Matthew J. Hawkins Chief Executive Officer | 830.0K | — | 35.00M | — | 1.23M | 64.6K | 37.12M | 94.28% | ↗ |
| 2 | 2025 | Eric L. (Ric) Sinclair III Chief Business Officer | 463.8K | — | 11.71M | — | 998.3K | 61.3K | 13.23M | 88.49% | ↗ |
| 3 | 2025 | Christopher L. Schremser Chief Technology Officer | 463.8K | — | 9.76M | — | 686.3K | 65.5K | 10.97M | 88.92% | ↗ |
| 4 | 2025 | T. Craig Bridge Chief Transformation Officer | 463.8K | — | 9.76M | — | 686.3K | 44.2K | 10.95M | 89.09% | ↗ |
| 5 | 2025 | Steven M. Oreskovich Chief Financial Officer | 463.8K | — | 7.81M | — | 686.3K | 66.4K | 9.02M | 86.52% | ↗ |
| 6 | 2024 | Matthew J. Hawkins Chief Executive Officer | 800.0K | — | 10.75M | 17.35M | 994.4K | 50.5K | 29.94M | 93.84% | ↗ |
| 7 | 2024 | Eric L. (Ric) Sinclair III Chief Business Officer | 430.0K | — | 3.74M | 6.45M | 945.6K | 36.1K | 11.60M | 87.83% | ↗ |
| 8 | 2024 | Christopher L. Schremser Chief Technology Officer | 430.0K | — | 3.74M | 6.45M | 534.5K | 40.6K | 11.19M | 91.02% | ↗ |
| 9 | 2024 | T. Craig Bridge Chief Transformation Officer | 430.0K | — | 3.27M | 5.36M | 534.5K | 59.4K | 9.65M | 89.39% | ↗ |
| 10 | 2023 | Matthew J. Hawkins Chief Executive Officer | 771.5K | — | — | — | 712.8K | 59.0K | 1.54M | 0.00% | ↗ |
| 11 | 2023 | Eric L. (Ric) Sinclair III Chief Business Officer | 412.0K | — | — | — | 625.8K | 22.5K | 1.06M | 0.00% | ↗ |
| 12 | 2023 | T. Craig Bridge Chief Transformation Officer | 412.0K | — | — | — | 380.7K | 14.3K | 807.1K | 0.00% | ↗ |
| 13 | 2023 | Christopher L. Schremser Chief Technology Officer | 412.0K | — | — | — | 380.7K | 13.4K | 806.1K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Matthew J. Hawkins | Chief Executive Officer & Director | 2M | male |
| Steven Oreskovich | Chief Financial Officer | 1M | male |
| Christopher L. Schremser | Chief Technology Officer | 1M | male |
| T. Craig Bridge | Chief Transformation Officer | 1M | male |
| Eric Avery | Senior Vice President of Business Operations & Intelligence | — | male |
| Gregory R. Packer | Chief Legal Officer & Secretary | — | male |
| Kim Wittman | Chief People Officer | — | female |
| Kristin Lee | Vice President of Communications | — | — |
| Laura Canzano | Executive Vice President of Provider, Partner & Client Experience | — | female |
| Mark Encinger | Vice President of Treasury & Compliance | — | male |
| Melissa F. Miller | Chief Marketing Officer | — | female |
| Perry Sweet | Executive Vice President of Enterprise Client Experience | — | male |
ESG Rating
ESG Score History INFORMATION TECHNOLOGY SERVICES
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for WAY
Short-term intention
Target Price Distribution
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