Flywire Corporation (FLYW): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Flywire Corporation (FLYW) following the 2026 Q1 hedge fund 13F filings?

As of today, FLYW has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.6% for the XLK sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FLYW gained nan% vs +44.0% 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.

Flywire Corporation (FLYW)

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

Smart Money Signals — FLYW

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

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

📊

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 233 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 buying102 selling

Last quarter: 125 funds bought or added vs 102 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 → 37 → 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%

+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 → 37 → 39 new funds/Q

New funds entering each quarter: 32 → 43 → 37 → 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.

✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds

48 of 209 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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.

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

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

Increased Positions

Closed Positions

+14

Reduced Positions

-10

Total Calls

25.0%

Total Puts

100.0%

PUT/CALL Ratio

0.8

0.5

Neutral

Institutional Holders (2026 Q1)

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FLYW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ararat Capital Management LP	9.47%	1,444,784	$16.8M
2	Cadian Capital Management, LP	9.38%	6,618,119	$77.0M
3	Voss Capital, LP	8.42%	13,625,000	$158.6M
4	Karl Kapital LLC	8.10%	1,004,580	$11.7M
5	Norwood Investment Partners, LP	6.95%	388,000	$4.5M
6	Pillsbury Lake Capital LLC	4.06%	771,376	$9.0M
7	ABS Direct Equity Fund LLC	3.11%	350,000	$4.1M
8	Divisadero Street Capital Management, LP	2.95%	6,070,594	$70.7M
9	Mangrove Partners IM, LLC	2.84%	3,014,997	$35.1M
10	Lane Generational LLC	2.58%	278,224	$3.2M
11	Roubaix Capital, LLC	1.25%	230,691	$2.7M
12	Palogic Value Management, L.P.	1.23%	250,000	$2.9M
13	Buckley Capital Advisors, LLC	0.98%	117,200	$1.4M
14	GDS Wealth Management	0.66%	940,160	$10.9M
15	Hussman Strategic Advisors, INC.	0.53%	210,000	$2.4M
16	North Reef Capital Management LP	0.44%	1,100,000	$12.8M
17	Palisade Capital Management, LP	0.35%	895,862	$10.4M
18	Rock Creek Group LLC	0.29%	250,000	$2.9M
19	Temasek Holdings (Private) Ltd	0.24%	6,173,385	$71.9M
20	Nebula Research & Development LLC	0.16%	163,373	$1.9M
21	Advisory Research Inc	0.16%	108,514	$1.3M
22	State of Wyoming	0.14%	98,409	$1.1M
23	Interval Partners, LP	0.12%	407,696	$4.7M
24	Voss Capital, LP	0.10%	154,500	$1.8M
25	AlphaQuest LLC	0.08%	105,448	$1.5M

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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for FLYW?

Slight buying edge — 55% buying: Last quarter: 125 funds bought or added vs 102 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 — 33% AUM from major funds: 48 of 209 holders rank in the top 100 by AUM, accounting for 33% 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?

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 Q1 hedge fund 13F filings?

As of today, FLYW has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.6% for the XLK sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FLYW has gained nan% vs +44.0% 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.

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Flywire Corporation (FLYW)

Smart Money Signals — FLYW

No change last quarter

High ownership — 90% of 3.0Y peak

Outflows — 10% fewer funds vs a year ago

Slight buying edge — 55% buying

Steady new buyers — ~39 new funds per quarter

46% of holders stayed for 2+ years

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

Steady discovery — ~39 new funds/quarter

Veteran-anchored — 58% veterans vs 28% newcomers

Strong quality — 33% AUM from major funds

Institutional Sentiment Summary — FLYW

Hedge Fund Ownership: FLYW

Market Analysis: FLYW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FLYW

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

Hedge Fund Positioning: FLYW

Statistics: FLYW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Flywire Corporation (FLYW)

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