Cadian Capital Management’s Flywire FLYW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Cadian Capital Management's FLYW Position: Q1 2026 in Review

Cadian Capital Management reduced its Flywire (FLYW) stake by 17% in Q1 2026, selling an estimated $16.5M and leaving 6,618,119 shares worth $77M. The position accounts for 9.38% of the portfolio, ranked #3.

Cadian Capital Management first reported a position in FLYW in Q1 2025 and has held it in 5 quarters since. The position peaked at $153M in Q3 2025. 210 funds tracked by Wall St. Rank hold FLYW as of Q1 2026.

  • Cadian Capital Management held 6,618,119 shares of Flywire worth $77M as of Q1 2026.
  • Cadian Capital Management sold 1,309,040 Flywire shares in Q1 2026, an estimated $16.5M.
  • Flywire made up 9.38% of Cadian Capital Management's portfolio in Q1 2026, its #3 holding.
  • Cadian Capital Management first reported a position in Flywire in Q1 2025 and has held it in 5 quarters since.
  • Cadian Capital Management's Flywire position peaked at $153M in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Flywire as of Q1 2026.

Based on Cadian Capital Management's 13F filing for Q1 2026, filed 15 May 2026.