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Insider Trading February 18, 2026

Voss Capital Buys $274,795 of Flywire Stock as Analysts Maintain Positive Stance

Voss Value Master Fund acquires 25,000 shares; Deutsche Bank and Seaport Global reiterate confidence while Flywire expands TenPay Global partnership

By Avery Klein FLYW
Voss Capital Buys $274,795 of Flywire Stock as Analysts Maintain Positive Stance
FLYW

Voss Capital's Voss Value Master Fund reported a purchase of 25,000 Flywire (FLYW) shares on February 13, 2026, for roughly $274,795. The transaction increased the fund's direct stake to 2.3 million shares. The Voss group collectively holds more than 10% of Flywire. Separately, Deutsche Bank and Seaport Global issued positive guidance and price targets, and Flywire broadened its TenPay Global partnership to support Weixin Pay for Chinese students in South Korea and Malaysia.

Key Points

  • Voss Value Master Fund, L.P. purchased 25,000 Flywire shares on February 13, 2026, at an average price of $10.9918, totaling $274,795.
  • Following the purchase, Voss Value Master Fund directly owns 2,300,000 shares; the broader Voss group collectively holds more than 10% of Flywire common stock.
  • Deutsche Bank reiterated a Buy rating with a $15.00 price target and flagged an estimated $30 million FY2026 revenue headwind tied to geopolitical issues; Seaport Global upgraded Flywire to Buy with an $18.00 target. Flywire also expanded TenPay Global integration to accept Weixin Pay for Chinese students in South Korea and Malaysia.

Voss Capital, through its Voss Value Master Fund, L.P., disclosed a purchase of 25,000 shares of Flywire Corp (NASDAQ:FLYW) executed on February 13, 2026. The reported per-share average price for the block was $10.9918, producing a total transaction value of $274,795.

The filing specifies that the individual executions within the trade occurred at prices between $10.8980 and $11.1179. After accounting for this purchase, Voss Value Master Fund, L.P. is listed as directly owning 2,300,000 shares of Flywire common stock.

Voss Capital, LP; Voss Value Master Fund, LP; Voss Value-Oriented Special Situations Fund, LP; Voss Advisors GP, LLC; and Travis W. Cocke are identified as members of a group that, in aggregate, holds in excess of 10% of Flywire’s outstanding common shares. The filing notes that each member disclaims beneficial ownership of shares except to the extent of their pecuniary interest. Also disclosed separately is a direct holding of 375,000 shares by Voss Value-Oriented Special Situations Fund, L.P.

Recent analyst and commercial developments

Analyst activity and business developments accompanied the Voss filing. Deutsche Bank reiterated a Buy rating on Flywire and maintained a $15.00 price target, while characterizing Flywire’s fiscal 2026 guidance as conservative. Deutsche Bank’s commentary points to an expected revenue growth headwind of approximately $30 million, attributed to geopolitical disruptions that are affecting Flywire’s cross-border education operations in the United States, Canada and Australia.

Separately, Seaport Global Securities moved Flywire from Neutral to Buy and set an $18.00 price objective. That upgrade is described as part of Seaport Global’s 2026 outlook for the fintech sector, where the firm anticipates a recovery in revenue growth and improved profitability across peers.

On the commercial front, Flywire expanded its collaboration with TenPay Global to allow Weixin Pay (WeChat Pay) as a payment method for Chinese students making tuition payments in South Korea and Malaysia. The company said the integration aims to simplify international tuition payments in markets that have experienced notable growth in Chinese student enrollment.

Note: The holdings and analyst notes above are presented as disclosed in company and analyst filings and communications.

Risks

  • Geopolitical disruptions affecting cross-border education payments could depress Flywire's revenue growth by an estimated $30 million in fiscal 2026 - this impacts the fintech and education payment sectors.
  • Concentrated ownership by a group controlling more than 10% of outstanding shares could create volatility or perception risks around insider activity - relevant to equity market liquidity and governance considerations.
  • Analyst price targets and upgrades reflect expectations of sector recovery; if fintech revenue growth and profitability do not materialize as expected, market sentiment and valuation could be adversely affected - impacting fintech equities broadly.

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