FLYWIRE CORPORATION
At today's price, FLYWIRE CORPORATION (FLYW) is priced for today's economics sustained for ~22.5 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
The one number that decides Flywire is revenue growth. The price near $15.84 works out to about 71 times operating income, a multiple that only makes sense if the company compounds for a very long time, so the entire thesis turns on whether the roughly 30%-plus growth holds or fades. The recent quarter argues it holds, for now: revenue up 41%, total payment volume up about 37%, and a profitability inflection to positive GAAP net income with an adjusted EBITDA margin above 21%. The company also
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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: 2026-06-05 (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); 2026-02-24 (items 2.02, 7.01, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 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.