North Reef Capital Management’s Flywire FLYW Stock Holding History

North Reef 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	$7.91M	Sell	450,000 -650,000	-59%	-$9.6M	0.3%	33
2026 Q1	$12.8M	Buy	1,100,000 +499,999	+83%	+$6.29M	0.44%	35
2025 Q4	$8.5M	Sell	600,001 -49,999	-8%	-$684K	0.34%	34
2025 Q3	$8.8M	Sell	650,000 -450,000	-41%	-$5.53M	0.41%	24
2025 Q2	$12.9M	Sell	1,100,000 -100,000	-8%	-$1.02M	0.57%	25
2025 Q1	$11.4M	Sell	1,200,000 -438,914	-27%	-$6.91M	0.49%	28
2024 Q4	$33.8M	Buy	1,638,914 +313,113	+24%	+$6.12M	1.52%	16
2024 Q3	$21.7M	Buy	+1,325,801	New	+$23.2M	1.01%	24

Other funds holding FLYW

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

North Reef Capital Management's FLYW Position: Q2 2026 in Review

North Reef Capital Management reduced its Flywire (FLYW) stake by 59% in Q2 2026, selling an estimated $9.6M and leaving 450,000 shares worth $7.91M. The position accounts for 0.3% of the portfolio, ranked #33.

North Reef Capital Management first reported a position in FLYW in Q3 2024 and has held it in 8 quarters since. The position peaked at $33.8M in Q4 2024. 238 funds tracked by Wall St. Rank hold FLYW as of Q2 2026.

North Reef Capital Management held 450,000 shares of Flywire worth $7.91M as of Q2 2026.
North Reef Capital Management sold 650,000 Flywire shares in Q2 2026, an estimated $9.6M.
Flywire made up 0.3% of North Reef Capital Management's portfolio in Q2 2026, its #33 holding.
North Reef Capital Management first reported a position in Flywire in Q3 2024 and has held it in 8 quarters since.
North Reef Capital Management's Flywire position peaked at $33.8M in Q4 2024.
238 funds tracked by Wall St. Rank held Flywire as of Q2 2026.

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