Waystar Holding Corp.
WAY
Jodie read · what matters now
Revenue increased 22.4% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to WAY, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-29 against the comparable filing from 2025-04-30.
What improved
- Revenue increased 22.4% versus the comparable filing period.
- Net income increased 47.9% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“This increase was largely driven by increases in revenue and profits and changes in working capital.”
“The increase was primarily driven by the additional balance taken out on our First Lien Credit Facility to help fund the Iodine acquisition completed on October 1, 2025, resulting in an increase to the corresponding interest expense.”
“The increase was driven by $6.7 million in increased costs stemming from higher transaction volume and associated third-party costs, including higher platform usage, of which approximately $4.7 million was from third-party costs associated with provider solutions and $2.0 million was third-party costs associated with payment solutions.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind WAY
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 1 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
WAY is currently a Follower in the organic co-movement group Cloud-Based Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.