Rock Creek Group LP Raises Position in Flywire Corporation $FLYW

Rock Creek Group LP lifted its holdings in shares of Flywire Corporation (NASDAQ:FLYW) by 28.6% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 225,000 shares of the company’s stock after purchasing an additional 50,000 shares during the quarter. Flywire comprises about 0.3% of Rock Creek Group LP’s investment portfolio, making the stock its 20th biggest position. Rock Creek Group LP’s holdings in Flywire were worth $3,046,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in FLYW. Covestor Ltd lifted its position in Flywire by 217.9% during the third quarter. Covestor Ltd now owns 3,233 shares of the company’s stock worth $43,000 after buying an additional 2,216 shares during the period. Nisa Investment Advisors LLC increased its stake in shares of Flywire by 194.9% during the 2nd quarter. Nisa Investment Advisors LLC now owns 3,279 shares of the company’s stock valued at $38,000 after acquiring an additional 2,167 shares during the last quarter. State of Alaska Department of Revenue purchased a new position in shares of Flywire during the 3rd quarter worth about $67,000. Daiwa Securities Group Inc. boosted its position in shares of Flywire by 78.4% in the second quarter. Daiwa Securities Group Inc. now owns 5,681 shares of the company’s stock worth $66,000 after acquiring an additional 2,497 shares during the last quarter. Finally, CWM LLC boosted its position in shares of Flywire by 850.9% in the second quarter. CWM LLC now owns 6,447 shares of the company’s stock worth $75,000 after acquiring an additional 5,769 shares during the last quarter. 95.90% of the stock is currently owned by institutional investors and hedge funds.

Flywire News Roundup

Here are the key news stories impacting Flywire this week:

• Positive Sentiment: Q4 results beat expectations: Flywire reported a revenue beat (Q4 revenue $157.5M, +34% YoY) and positive EPS vs. year-ago loss — the print and accompanying slide deck/earnings call reinforced momentum. Earnings Press Release & Slides
• Positive Sentiment: Management outlined 2026 FX‑neutral revenue growth guidance of 15%–21% while signaling continued EBITDA margin expansion — this supports the growth story and gives investors a path to improving profitability. Guidance Coverage
• Positive Sentiment: Royal Bank of Canada raised its price target to $20 and kept an outperform rating — a bullish analyst call that provides upside support versus other downgrades. Benzinga
• Neutral Sentiment: Flywire will attend upcoming investor conferences — increases management access to investors but is informational rather than catalytic. Investor Conference Notice
• Neutral Sentiment: Company published its earnings call transcript and slide deck, helping investors evaluate the quarter and guidance in detail. Earnings Call Transcript
• Negative Sentiment: Multiple brokers trimmed price targets and set neutral ratings this week (Goldman to $15, UBS to $14, Citi to $13) — these downgrades could cap near-term upside and put downward pressure on the stock. Benzinga
• Negative Sentiment: Flywire disclosed a new risk around proposed U.S. 2025 policy shifts that could reduce international student flows — this specifically threatens the education revenue stream, a material end-market for Flywire. Policy Risk Article
• Negative Sentiment: Unusually large put-option activity (large increase in put purchases) signals some traders are hedging or betting on near-term downside, adding short-term volatility risk.

Insider Activity at Flywire

In other news, major shareholder Voss Capital, Lp acquired 25,000 shares of the firm’s stock in a transaction on Friday, February 13th. The stock was bought at an average cost of $10.99 per share, with a total value of $274,750.00. Following the transaction, the insider directly owned 2,300,000 shares in the company, valued at approximately $25,277,000. This represents a 1.10% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, General Counsel Peter Butterfield sold 13,327 shares of Flywire stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $15.01, for a total value of $200,038.27. Following the sale, the general counsel directly owned 374,933 shares in the company, valued at approximately $5,627,744.33. The trade was a 3.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders bought 251,112 shares of company stock valued at $3,477,834 and sold 38,426 shares valued at $567,215. Company insiders own 4.40% of the company’s stock.

Wall Street Analysts Forecast Growth

FLYW has been the subject of several research analyst reports. Truist Financial set a $17.00 price target on shares of Flywire in a research report on Tuesday, January 20th. Wall Street Zen lowered Flywire from a “buy” rating to a “hold” rating in a research report on Sunday, January 25th. Royal Bank Of Canada lifted their target price on Flywire from $18.00 to $20.00 and gave the company an “outperform” rating in a report on Wednesday. Zacks Research upgraded Flywire from a “strong sell” rating to a “hold” rating in a research note on Wednesday, November 19th. Finally, Morgan Stanley assumed coverage on Flywire in a report on Tuesday. They issued an “equal weight” rating and a $15.00 price objective on the stock. Five equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $15.50.

Flywire Stock Performance

FLYW stock opened at $12.86 on Friday. The firm has a market cap of $1.57 billion, a P/E ratio of 128.61, a price-to-earnings-growth ratio of 1.40 and a beta of 1.28. Flywire Corporation has a 1 year low of $8.20 and a 1 year high of $15.25. The stock has a 50-day simple moving average of $13.02 and a 200-day simple moving average of $13.23.

Flywire (NASDAQ:FLYW) last released its quarterly earnings results on Tuesday, February 24th. The company reported $105.55 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.01) by $105.56. Flywire had a return on equity of 2.76% and a net margin of 2.17%.The firm had revenue of $157.54 million during the quarter, compared to analysts’ expectations of $144.96 million. During the same quarter in the prior year, the business earned ($0.12) EPS. Flywire’s quarterly revenue was up 34.0% compared to the same quarter last year. On average, equities research analysts predict that Flywire Corporation will post 0.14 EPS for the current year.

About Flywire

Flywire Corp (NASDAQ: FLYW) is a global payments enablement and software company that specializes in facilitating complex cross-border transactions. Its cloud-based platform streamlines receivables and payer workflows across key verticals including education, healthcare, travel and hospitality, and commercial services. Flywire’s technology integrates with institutional systems to automate payment posting, reconciliation and reporting, aiming to improve the payer experience and accelerate cash flow for its clients.

Founded in 2009 by entrepreneur Iker Marcaide as peerTransfer, the company rebranded as Flywire in 2015.