CCM
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Cadian Capital Management’s Flywire FLYW Stock Holding History

Cadian Capital Management’s Portfolio FLYW Stock Details FLYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101M Sell
5,744,166
-873,953
-13% -$12.9M 7.64% 3
2026
Q1 		$77M Sell
6,618,119
-1,309,040
-17% -$16.5M 9.38% 3
2025
Q4 		$112M Sell
7,927,159
-3,383,430
-30% -$46.3M 8.11% 4
2025
Q3 		$153M Buy
11,310,589
+1,554,046
+16% +$19.1M 9.1% 2
2025
Q2 		$114M Buy
9,756,543
+2,726,836
+39% +$27.8M 6.39% 6
2025
Q1 		$66.8M Buy
+7,029,707
New +$111M 2.86% 15

Other funds holding FLYW

VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cadian Capital Management's FLYW Position: Q2 2026 in Review

Cadian Capital Management reduced its Flywire (FLYW) stake by 13% in Q2 2026, selling an estimated $12.9M and leaving 5,744,166 shares worth $101M. The position accounts for 7.64% of the portfolio, ranked #3.

Cadian Capital Management first reported a position in FLYW in Q1 2025 and has held it in 6 quarters since. The position peaked at $153M in Q3 2025. 237 funds tracked by Wall St. Rank hold FLYW as of Q2 2026.

  • Cadian Capital Management held 5,744,166 shares of Flywire worth $101M as of Q2 2026.
  • Cadian Capital Management sold 873,953 Flywire shares in Q2 2026, an estimated $12.9M.
  • Flywire made up 7.64% of Cadian Capital Management's portfolio in Q2 2026, its #3 holding.
  • Cadian Capital Management first reported a position in Flywire in Q1 2025 and has held it in 6 quarters since.
  • Cadian Capital Management's Flywire position peaked at $153M in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Flywire as of Q2 2026.

Based on Cadian Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.