Should You Invest in Waystar Holding Corp. (WAY)?

1 week ago 8

Soumya Eswaran

Tue, November 18, 2025 astatine 6:47 AM CST 3 min read

Artisan Partners, an concern absorption company, released its “Artisan Small Cap Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Global equities proceed to rally successful the 3rd quarter, the play with double-digit YTD gains. Major US indices similar Russell 1000®, Russell Midcap®, and Russell 2000® reached grounds highs successful the period. In the quarter, the fund’s Investor Class money ARTSX returned 8.69%, Advisor Class money APDSX posted a instrumentality of 8.75%, and Institutional Class money APHSX returned 8.73%, compared to a instrumentality of 12.19% for the Russell 2000 Growth Index. In addition, you tin cheque the fund’s apical 5 holdings to find retired its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Artisan Small Cap Fund highlighted stocks specified arsenic Waystar Holding Corp. (NASDAQ:WAY). Waystar Holding Corp. (NASDAQ:WAY) is simply a cloud-based bundle solution developer for healthcare payments. The one-month instrumentality of Waystar Holding Corp. (NASDAQ:WAY) was -8.61%, and its shares gained 9.80% of their worth implicit the past 52 weeks. On November 17, 2025, Waystar Holding Corp. (NASDAQ:WAY) banal closed astatine $34.29 per share, with a marketplace capitalization of $6.56 billion.

Artisan Small Cap Fund stated the pursuing regarding Waystar Holding Corp. (NASDAQ:WAY) successful its 3rd 4th 2025 capitalist letter:

"During the quarter, we initiated caller GardenSM positions successful Cognex, Waystar Holding Corp. (NASDAQ:WAY) and Ollie's Bargain Outlet. Waystar is simply a starring cloud-based gross rhythm absorption level that supports implicit 30,000 wellness attraction organizations, including 16 of the apical 20 U.S. hospitals. We initiated a presumption based connected our presumption that Waystar is good positioned to payment from the fallout of past year's cyberattack connected its largest competitor, Change Healthcare. While supplier switching takes time, aboriginal signs bespeak this displacement is underway. Additionally, we judge Waystar stands to summation from integrating AI capabilities into its software, delivering measurable ROI by automating denial absorption and anterior authorizations, helping providers flooded staffing constraints and amended claims performance."

Waystar Holding Corp. (NASDAQ:WAY) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 48 hedge money portfolios held Waystar Holding Corp. (NASDAQ:WAY) astatine the extremity of the 2nd quarter, up from 41 successful the erstwhile quarter. In the 3rd 4th of 2025, Waystar Holding Corp. (NASDAQ:WAY) recorded gross of $269 million, reflecting a 12% summation compared to the aforesaid play past year, on with an adjusted EBITDA borderline of 42%. While we admit the imaginable of Waystar Holding Corp. (NASDAQ:WAY) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.