13FPulse
中
AC

ACIW ACI WORLDWIDE INC

2026Q2 · CUSIP 004498101 · Enterprise Software Fintech & Payments · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
370
Institutions that reported holding it to the SEC
Net decrease in holders
8
Last quarter 378 → now 370
How unusual is that
Bottom 20%
Stronger than only 15% of US stocks
What the filings say, in one paragraph

370 funds held ACIW at the end of 2026Q2, down 8 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $1.8B(YoY +7.0%), the P/E is 23.6x, return on equity is 15.1%. ACIW has had 11 buying rushes in its history, and the price moved -1.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Enterprise Software / Fintech & Payments.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=152 2013Q4: holders=166 2014Q1: holders=158 2014Q2: holders=162 2014Q3: holders=172 2014Q4: holders=173 2015Q1: holders=166 2015Q2: holders=187 2015Q3: holders=195 2015Q4: holders=201 2016Q1: holders=185 2016Q2: holders=191 2016Q3: holders=185 2016Q4: holders=192 2017Q1: holders=201 2017Q2: holders=201 2017Q3: holders=205 2017Q4: holders=215 2018Q1: holders=227 2018Q2: holders=221 2018Q3: holders=210 2018Q4: holders=250 2019Q1: holders=279 2019Q2: holders=266 2019Q3: holders=256 2019Q4: holders=271 2020Q1: holders=254 2020Q2: holders=255 2020Q3: holders=261 2020Q4: holders=279 2021Q1: holders=257 2021Q2: holders=270 2021Q3: holders=271 2021Q4: holders=273 2022Q1: holders=283 2022Q2: holders=263 2022Q3: holders=266 2022Q4: holders=264 2023Q1: holders=267 2023Q2: holders=261 2023Q3: holders=250 2023Q4: holders=253 2024Q1: holders=264 2024Q2: holders=291 2024Q3: holders=364 2024Q4: holders=375 2025Q1: holders=407 2025Q2: holders=393 2025Q3: holders=401 2025Q4: holders=403 2026Q1: holders=378 2026Q2: holders=370 -73 -36.5 +0 +36.5 +73 136282428 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 11 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q1 Top 10% -4.3% -5.7%
2024Q3 Top 5% -7.4% -14.9%
2024Q2 Top 10% +15.8% +9.9%
2022Q1 Top 20% +2.7% -16.5%
2019Q1 Top 10% -6.5% +7.0%
2018Q4 Top 5% +2.2% -4.4%
2018Q1 Top 20% +13.1% +19.5%
2017Q1 Top 20% -1.3% +3.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
187
Change in large funds
+9
Total value they hold
$5.2B
Funds buying for the first time
52
Funds that sold out entirely
60
Price change that quarter
+19.7%
Funds holding puts (bearish)
1
Funds holding calls (bullish)
1

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
23.6
EPS (TTM)
$2.17
EPS YoY
-8.1%
Revenue (TTM)
$1.8B
Revenue YoY
+7.0%
Net margin
12.4%
ROE
15.1%
Debt ratio
51.6%
FCF (TTM)
$311M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.12 2021-12-31: EPS 0.93 2022-03-31: EPS 0.13 2022-06-30: EPS 0.12 2022-09-30: EPS 0.20 2022-12-31: EPS 0.79 2023-03-31: EPS -0.30 2023-06-30: EPS -0.06 2023-09-30: EPS 0.35 2023-12-31: EPS 1.13 2024-03-31: EPS -0.07 2024-06-30: EPS 0.29 2024-09-30: EPS 0.77 2024-12-31: EPS 0.92 2025-03-31: EPS 0.55 2025-06-30: EPS 0.12 2025-09-30: EPS 0.88 2025-12-31: EPS 0.61 2026-03-31: EPS 0.37 2026-06-30: EPS 0.31 0M 241M 482M $M -0.33 0.46 1.24 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 25 14 26 39 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-21M60M141M 20162017201820192020202120222023202420252026
Latest quarter $61M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.