FLYWIRE CORPORATION
In the published model solve dated 2026-Q2, anchored at $18.56, FLYWIRE CORPORATION (FLYW) is priced for today's economics sustained for ~19.7 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• Flywire moved over 37.6 billion dollars of payment volume across more than 140 currencies during 2025 and kept 623.0 million dollars of it as revenue, which is a fee of roughly 1.7 cents on each dollar it handles [Source: FY2025 Form 10-K]. • Revenue grew 41.0% to 188.1 million dollars in the first quarter of 2026, while reported operating profit for the twelve months to March 2026 came to 33.1 million, held down by roughly 70 million dollars a year of compensation paid in shares rather than m
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201 institutional managers reported holding FLYW in 13F filings for the quarter ended 2026-03-31. Together they hold about 91% of the company; the top 10 hold 54%. 33 opened new positions that quarter. Held by Vanguard Group, BlackRock, Temasek Holdings, among others. On the short side, 8.6M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (3.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
FLYW's share count grew 132.7% over the past five years even with $97.23M spent on repurchases. It pays no dividend. Cash returned over the past three years: $97.23M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at FLYW over the trailing three years: 2025: 3 buys totaling $3.30M; 2026: 1 buy totaling $275k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
FLYW's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-11 | -0.9% | +9.3% |
| 2023-08-09 | +2.3% | -10.6% |
| 2023-11-08 | -24.3% | +3.9% |
| 2024-02-29 | +19.6% | -28.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
FLYW's latest 8-K filings: 2026-08-04 (items 2.02, 7.01, 9.01); 2026-06-05 (items 5.07); 2026-05-15 (items 7.01, 8.01, 9.01); 2026-05-05 (items 2.02, 7.01, 9.01); 2026-03-26 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.