Voss Capital’s Views on Its Largest Position: Flywire (FLYW)

6 days ago 9

Soumya Eswaran

Mon, March 9, 2026 astatine 7:54 AM CDT 4 min read

Voss Capital, LLC, an concern absorption company, released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Voss Capital’s funds, Voss Value Fund, LP, and the Voss Value Offshore Fund, Ltd returned -2.1% and -2.2%, respectively, to investors nett of fees and expenses, successful the 4th fourth compared to a +2.2% instrumentality for the Russell 2000 Index, +3.3% instrumentality for the Russell 2000 Value Index, and +2.7% instrumentality for the S&P 500 Index. The Voss Value Master Fund’s full gross vulnerability stood astatine 158.7%, and the delta-adjusted was 78.8% arsenic of December 31, 2025. The value of the Fund’s apical 10 longs was 76.4%, and the apical 10 shorts were -27.3%. The missive discussed the tempest astir Artificial Intelligence. Software companies person the highest AI adoption rates. The steadfast believes that aboriginal users of caller technology, alternatively than infrastructure providers, often person the largest semipermanent economical benefits. Incumbent corporations bask a structural vantage owed to their entree to engineering skills and modern multi-agent tools. In addition, you tin cheque the firm’s apical 5 holdings to find its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Voss Capital highlighted stocks similar Flywire Corporation (NASDAQ:FLYW). Headquartered successful Boston, Massachusetts, Flywire Corporation (NASDAQ:FLYW) is simply a payments enablement and bundle company. On March 06, 2026, Flywire Corporation (NASDAQ:FLYW) banal closed astatine $13.28 per share. One-month instrumentality of Flywire Corporation (NASDAQ:FLYW) was 17.63%, and its shares gained 34.55% implicit the past 52 weeks. Flywire Corporation (NASDAQ:FLYW) has a marketplace capitalization of $1.622 billion.

Voss Capital stated the pursuing regarding Flywire Corporation (NASDAQ:FLYW) successful its 4th fourth 2025 capitalist letter:

"Our largest presumption remains Flywire Corporation (NASDAQ:FLYW). Operating astatine the intersection of payments and software, FLYW targets high-value, analyzable verticals—such arsenic healthcare, education, and travel—where payments are profoundly entangled with halfway workflows, receivables, reconciliation, and compliance.

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