Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FLYWIRE CORPORATION (FLYW)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — FLYW

Based on 200 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FLYW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
200 funds currently hold this stock — 88% of the 3.0-year high of 226 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
24 fewer hedge funds hold FLYW compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 55% buying

114 buying92 selling
Last quarter: 114 funds bought or added vs 92 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 — ~35 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 62 → 32 → 39 → 35. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

48% conviction (2yr+) 30% medium 21% new
97 out of 200 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.
📊

Peak discovery — momentum slowing

50 → 62 → 32 → 39 → 35 new funds/Q
New funds entering each quarter: 62 → 32 → 39 → 35. FLYW is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 58% of holders stayed 2+ years

58% veterans 13% 1-2yr 29% new
Of 204 current holders: 118 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
36 of 200 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 2025 Q4, 114 hedge funds were net buyers of FLYW (35 opened a new position, 79 added to an existing one), while 92 reduced or exited (68 trimmed, 24 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 37% of total institutional value in FLYW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 200.

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

Technology Software - Infrastructure

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 3 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: FLYW
2026 Q1 Stats Unlock in 6 days 204 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 204 198 3.03%
13F Shares 113M 110M 2.8%
Total Value $1.60B $1.47B 8.58%
New Positions 35 39 -4
Increased Positions 86 75 +11
Closed Positions 26 50 -24
Reduced Positions 75 78 -3
Total Calls 4 6 -33.33%
Total Puts 2 5 -60.0%
PUT/CALL Ratio 0.5 0.83 Bullish

Statistics: FLYW

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q1)

204 + investors

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

Top 25 institutional holders of FLYW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Roubaix Capital, LLC 1.25% 230,691 $2.7M
2 GDS Wealth Management 0.66% 940,160 $10.9M
3 HUSSMAN STRATEGIC ADVISORS, INC. 0.53% 210,000 $2.4M
4 Rock Creek Group LLC 0.29% 250,000 $2.9M
5 Temasek Holdings (Private) Ltd 0.24% 6,173,385 $71.9M
6 State of Wyoming 0.14% 98,409 $1.1M
7 AlphaQuest LLC 0.08% 105,448 $1.5M
8 Counterpoint Mutual Funds LLC 0.08% 46,984 $547K
9 Archer Investment Corp 0.05% 20,698 $241K
10 Mach-1 Financial Group, LLC 0.05% 11,607 $135K
11 JENNISON ASSOCIATES LLC 0.04% 5,298,881 $61.7M
12 MIRABELLA FINANCIAL SERVICES LLP 0.03% 23,648 $275K
13 Covestor Ltd 0.02% 3,059
14 Allegheny Financial Group 0.02% 14,552 $169K
15 Connor, Clark & Lunn Investment Management Ltd. 0.01% 539,994 $6.3M
16 Penserra Capital Management LLC 0.01% 103,579 $1K
17 PRIMECAP MANAGEMENT CO/CA/ 0.01% 1,473,500 $17.2M
18 First Eagle Investment Management, LLC 0.01% 800,837 $9.3M
19 Brooklyn Investment Group 0.01% 29,421 $342K
20 Cornerstone Investment Partners, LLC 0.01% 16,703 $194K
21 JUPITER ASSET MANAGEMENT LTD 0.01% 129,787 $1.5M
22 NEW YORK STATE COMMON RETIREMENT FUND 0.01% 363,363 $4.2M
23 Caitong International Asset Management Co., Ltd 0.01% 2,680 $31K
24 Financiere des Professionnels - Fonds d'investissement inc. 0.01% 7,885 $92K
25 Y-Intercept (Hong Kong) Ltd 0.00% 20,635 $240K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FLYW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FLYW?

Slight buying edge — 55% buying: Last quarter: 114 funds bought or added vs 92 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?

Strong quality — 37% AUM from major funds: 36 of 200 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FLYW?

48% of holders stayed for 2+ years: 97 out of 200 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.

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.