CAM
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Congress Asset Management’s ACI Worldwide ACIW Stock Holding History

Congress Asset Management’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$80.1M Sell
1,592,306
-241,502
-13% -$10.5M 0.49% 80
2026
Q1 		$75.2M Buy
1,833,808
+442,683
+32% +$18.6M 0.54% 71
2025
Q4 		$66.5M Buy
1,391,125
+52,946
+4% +$2.57M 0.47% 79
2025
Q3 		$70.6M Buy
1,338,179
+154,817
+13% +$7.32M 0.47% 79
2025
Q2 		$54.3M Buy
1,183,362
+2,523
+0.2% +$124K 0.37% 107
2025
Q1 		$64.6M Buy
1,180,839
+102,087
+9% +$5.42M 0.48% 83
2024
Q4 		$56M Buy
+1,078,752
New +$57.4M 0.38% 97

Other funds holding ACIW

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return