Exited position

Jeff Smith’s Aci Worldwide Inc (ACIW) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Starboard Value LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2020Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares9.67MHighest verified quarter-end share count
Quarters reported11Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Aci Worldwide Inc in Q1 2020. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Starboard Value LP sold the entire position in Q4 2022, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q4 2022
Sold the entire position−1.21M shares · No shares reported at quarter-end
Q3 2022
Sold 76.7% of the position−3.99M shares · 1.21M shares remained
Filing context

Quarter-end price $20.90 · Estimated holding basis $31.95

Q2 2022
Sold 16.7% of the position−1.04M shares · 5.20M shares remained
Filing context

Quarter-end price $25.89 · Estimated holding basis $31.95

Q1 2022
Sold 30.5% of the position−2.75M shares · 6.24M shares remained
Filing context

Quarter-end price $31.49 · Estimated holding basis $31.95

Q1 2021
Sold 7.0% of the position−678.37K shares · 8.99M shares remained
Filing context

Quarter-end price $38.05 · Estimated holding basis $31.95

Q4 2020
Bought 97.1% more+4.76M shares · 9.67M shares reported after the change
Filing context

Quarter-end price $38.43 · Estimated holding basis $31.95

3 unchanged quarters are collapsed by default.

Portfolio importance

How important was Aci Worldwide Inc in Starboard Value LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.6%Q3 2022
Last reported rank#19of 176 reported positions
Peak portfolio weight9.4%Q4 2020
Best historical rank#4Q4 2020
At peak importanceQ4 2020
ACIW
9.4%
Largest holding
14.2%
Cross-investor discovery

Who else owns Aci Worldwide Inc?

Also reported by 2 other tracked investors in their latest verified filings.

Ray DalioBridgewater Associates, LP
ACIW0.0% of reported portfolio
Joel GreenblattGotham Asset Management
ACIW0.0% of reported portfolio
Explore Aci Worldwide Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$51.582026-09-16

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Starboard Value LP’s Form 13F disclosures—not Jeff Smith’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.