Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flywire Corporation (FLYW)

208 + Investors. Track Smart Money conviction in FLYW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — FLYW

Based on 210 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FLYW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
210 funds currently hold this stock — 90% of the 3.0-year high of 234 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
23 fewer hedge funds hold FLYW compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 55% buying

125 buying103 selling
Last quarter: 125 funds bought or added vs 103 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~39 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 32 → 43 → 38 → 39. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 29% medium ■ 25% new
97 out of 210 hedge funds have held FLYW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +3%, value -16%

Value
-16%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~39 new funds/quarter

62 → 32 → 43 → 38 → 39 new funds/Q
New funds entering each quarter: 32 → 43 → 38 → 39. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 28% newcomers

■ 58% veterans ■ 13% 1-2yr ■ 28% new
Entry-cohort mix of 218 holders: 127 (58%) are 2+ year veterans, 29 entered 1–2 years ago, and 62 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
51 of 209 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FLYW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FLYW

In 2026 Q1, 125 hedge funds were net buyers of FLYW (39 opened a new position, 86 added to an existing one), while 103 reduced or exited (63 trimmed, 40 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 41% of total institutional value in FLYW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 210.

Hedge Fund Ownership: FLYW

How many hedge funds hold FLYW — quarterly history vs. share price
Quarterly hedge fund ownership of FLYW vs. share price

Market Analysis: FLYW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLYW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Flywire Corporation (FLYW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FLYW has moved relative to its sector benchmark (XLK) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
FLYW
+7.1%
XLK
-0.3%

FLYW outperformed XLK by +7.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
FLYW
+0.0%
XLK
+0.0%

Since the filing became public, FLYW outperformed XLK by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 5 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: FLYW
2026 Q2 Stats Unlock in 5 days 208 + Investors

Track Smart Money conviction in FLYW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 208 210 -0.95%
13F Shares 117M 113M 3.06%
Total Value $1.34B $1.60B -16.3%
New Positions 37 37 -
Increased Positions 85 80 +5
Closed Positions 39 25 +14
Reduced Positions 60 70 -10
Total Calls 5 4 25.0%
Total Puts 4 2 100.0%
PUT/CALL Ratio 0.8 0.5 Neutral

Statistics: FLYW

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

208 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLYW. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 FLYW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Voss Capital, LP 11.12% 13,629,500 $239.5M
2 Ararat Capital Management LP 9.42% 1,144,903 $20.1M
3 Cadian Capital Management, LP 7.64% 5,744,166 $100.9M
4 Karl Kapital LLC 7.13% 681,049 $12.0M
5 Norwood Investment Partners, LP 4.95% 204,000 $3.6M
6 ABS Direct Equity Fund LLC 3.86% 350,000 $6.1M
7 Mangrove Partners IM, LLC 3.44% 2,984,076 $52.4M
8 Buckley Capital Advisors, LLC 3.20% 294,364 $5.2M
9 Lane Generational LLC 3.12% 202,499 $3.6M
10 Divisadero Street Capital Management, LP 2.65% 6,644,513 $116.7M
11 Roubaix Capital, LLC 2.33% 369,457 $6.5M
12 Pillsbury Lake Capital LLC 2.27% 473,706 $8.3M
13 G2 Investment Partners Management LLC 1.90% 593,786 $10.4M
14 O'Neil Global Advisors, Inc. 1.58% 401,686 $7.1M
15 Blue Jean Financial LLC 1.57% 128,158 $2.3M
16 Palogic Value Management, L.P. 1.16% 200,279 $3.5M
17 GDS Wealth Management 0.88% 1,055,553 $18.5M
18 Driehaus Capital Management LLC 0.46% 4,506,928 $79.2M
19 Rock Creek Group LLC 0.44% 250,000 $4.4M
20 North Reef Capital Management LP 0.30% 450,000 $7.9M
21 Temasek Holdings (Private) Ltd 0.29% 6,173,385 $108.5M
22 Wasatch Advisors LP 0.29% 2,505,756 $44.0M
23 Advisory Research Inc 0.18% 104,995 $1.8M
24 Interval Partners, LP 0.18% 404,734 $7.1M
25 Yorktown Management & Research Co Inc 0.16% 14,700 $258K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Flywire Corporation (FLYW)

What does the Smart Money Trend signal show for FLYW?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FLYW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FLYW?

Slight buying edge — 55% buying: Last quarter: 125 funds bought or added vs 103 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FLYW holders?

Elite ownership — 41% AUM from top-100 funds: 51 of 209 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FLYW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FLYW?

46% of holders stayed for 2+ years: 97 out of 210 hedge funds have held FLYW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Flywire Corporation (FLYW) following the 2026 Q2 hedge fund 13F filings?

As of today, FLYW has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLK sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), FLYW has gained +7.1% vs -0.3% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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