
What smart money is saying about ACI Worldwide, Inc.
1 fund in our archive has pitched ACI Worldwide, Inc., most recently The London Company in September 2025.
ACI Worldwide, Inc., a software company, develops, markets, installs, and supports a range of software products and solutions for facilitating digital payments to banks, merchants, and billers worldwide. The company offers ACI Acquiring, a merchant management system to deliver digital innovation, improve fraud prevention, and reduce interchange fees; ACI Issuing, a digital payments issuing solution; and ACI Enterprise Payments Platform that provides payment processing and orchestration capabilities for digital payments. It also provides ACI Low Value Real-Time Payments, a platform for processing real-time payments; and ACI High Value Real-Time Payments, a payments engine that offers multi-bank, multi-currency, 24x7 payment processing, and SWIFT messaging. In addition, the company offers ACI Omni Commerce, a scalable, omni-channel payment processing platform; ACI Secure eCommerce solution; ACI Fraud Management, a real-time approach to fraud management; ACI Digital Business Banking, a cloud-based digital banking platform; and ACI Speedpay, an integrated suite of digital billing, payment, disbursement, and communication services. The company offers electronic bill presentment and payment services to consumer finance, insurance, healthcare, higher education, utility, government, and mortgage sectors; implementation services, including product installations and configurations, and custom software modifications; and business and technical consultancy, on-site support, product education, and testing services, as well as distributes or acts as a sales agent for software developed by third parties. It markets its products under the ACI Worldwide brand. The company was formerly known as Transaction Systems Architects, Inc. and changed its name to ACI Worldwide, Inc. in July 2007. The company was founded in 1975 and is based in Coral Gables, Florida.
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Position history
Between Q2 2025 and Q3 2026, 4 fund letters reported a position in ACI Worldwide, Inc., with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 3 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 1 move
- September 2026
“we elected to manage our position sizes and took profits in ACI Worldwide, Alphabet and Perimeter Solutions, offset by harvesting losses in CoStar Group and Accenture.”
ACI Worldwide, Inc. - June 2025
“ACI Worldwide, Inc. -0.25”
ACI Worldwide, Inc. - June 2025
“• ACI Worldwide (ACIW), is a provider of software solutions to facilitate payment transactions for financial institutions, retailers, and payment processors around the world. The company reported strong Q1 earnings and reaffirmed FY 2025 guidance, yet the stock price declined due to investor sentiment around macroeconomic concerns. We maintain our investment as we believe the company has a strong market position in the payments software niche segment.”
ACI Worldwide, Inc. - June 2025
“ACI Worldwide, Inc. (ACIW) – ACIW was a bottom performer due to investor disappointment over unchanged guidance, despite robust results.”
ACI Worldwide, Inc.
Fund coverage · 1 thesis
- The London CompanySeptember 2025
ACI Worldwide, Inc. is an attractive investment due to its critical payment software for financial institutions, limited competition, and strong fundamentals, trading at a discount with a market cap of approximately $5B.
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