American Century Amends Deluxe Corp. (DLX) Stake Disclosure

Ticker: DLX · Form: SC 13G/A · Filed: Feb 12, 2024 · CIK: 27996

Complexity: simple

Sentiment: neutral

Topics: institutional-ownership, amendment, form-13g, shareholder-update

TL;DR

**American Century just updated their Deluxe Corp. (DLX) stake, showing their holdings as of year-end 2023.**

AI Summary

American Century Investment Management Inc. filed an amended Schedule 13G/A on February 12, 2024, indicating their ownership of Deluxe Corporation (NYSE: DLX) common stock as of December 31, 2023. This filing, an amendment to a previous disclosure, shows that American Century Capital Portfolios, Inc. is the reporting person. This matters to investors because it provides transparency into significant institutional holdings, which can influence stock stability and investor confidence in Deluxe Corporation.

Why It Matters

Institutional ownership changes can signal shifts in confidence from major investors, potentially impacting stock price and liquidity for Deluxe Corporation.

Risk Assessment

Risk Level: low — This filing is a routine disclosure of institutional ownership and does not indicate any immediate financial risk or significant change in company operations.

Analyst Insight

An investor should note this routine update on institutional ownership for Deluxe Corp. and consider it as part of a broader analysis of institutional sentiment, rather than a standalone buy/sell signal.

Key Players & Entities

FAQ

What type of filing is this document?

This document is an SC 13G/A, which is an amendment to a Schedule 13G filing, as indicated by 'FORM TYPE: SC 13G/A' and 'Amendment No. 2'.

Who is the subject company whose shares are being reported?

The subject company is DELUXE CORP, with CIK 0000027996, as stated under 'SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: DELUXE CORP'.

Who is the entity making this filing?

The entity making this filing is AMERICAN CENTURY INVESTMENT MANAGEMENT INC., with CIK 0000052388, as stated under 'FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: AMERICAN CENTURY INVESTMENT MANAGEMENT INC'.

What is the CUSIP number for the securities reported?

The CUSIP number for the common stock of Deluxe Corporation is 248019101, as listed on the cover page of the filing.

What was the date of the event that required this filing?

The date of the event which required this filing was December 31, 2023, as stated on the cover page: 'DECEMBER 31, 2023 (Date of Event Which Requires Filing of this Statement)'.

Filing Stats: 1,485 words · 6 min read · ~5 pages · Grade level 8.6 · Accepted 2024-02-12 11:06:34

Filing Documents

If this statement is filed pursuant to 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a

Item 3. If this statement is filed pursuant to 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a 1) American Century Capital Portfolios, Inc. is an investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). 2) American Century Investment Management, Inc. is an investment adviser in accordance with 240.13d-1(b)(1)(ii)(E). 3) American Century Companies, Inc. is a parent holding company or control person in accordance with 240.13d-1(b)(1)(ii)(G). 4) Stowers Institute for Medical Research is a parent holding company or control person in accordance with 240.13d-1(b)(1)(ii)(G).

Ownership

Item 4. Ownership. Reference is made to Items 5-9 and 11 on the cover page of this filing.

Ownership of Five Percent or Less of a Class

Item 5. Ownership of Five Percent or Less of a Class. If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following

Ownership of More than Five Percent on Behalf of Another Person

Item 6. Ownership of More than Five Percent on Behalf of Another Person. Various persons, including the investment companies and separate institutional investor accounts that American Century Investment Management, Inc. ("ACIM") serves as investment adviser, have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the securities that are the subject of this schedule. Except as may be otherwise indicated if this is a joint filing, not more than 5% of the class of securities that is the subject of this schedule is owned by any one client advised by ACIM. Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company or Control Person. See attached Exhibit A.

Identification and Classification of Members of the Group

Item 8. Identification and Classification of Members of the Group. Not applicable.

Notice of Dissolution of Group

Item 9. Notice of Dissolution of Group Not applicable Page 7 of 9 Pages

Certification

Item 10. Certification By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Dated this 9th day of February, 2024. AMERICAN CENTURY CAPITAL PORTFOLIOS, INC. ("ACCP") AMERICAN CENTURY INVESTMENT MANAGEMENT, INC. ("ACIM") AMERICAN CENTURY COMPANIES, INC. ("ACC") By __ s John Pak __________________________ John Pak Senior Vice President, ACCP, ACIM and ACC STOWERS INSTITUTE FOR MEDICAL RESEARCH, solely in its capacity as control entity of ACC By __ s Richard W. Brown ____________________ Richard W. Brown Chairman SCHEDULE 13G – To be included in statements filed pursuant to Rule 13d-1(b) or 13d-2(b). EXHIBIT A This Exhibit has been prepared to identify each subsidiary of American Century Companies, Inc. ("ACC"), which is controlled by the Stowers Institute for Medical Research, that is a beneficial owner of securities that are the subject of this schedule (the "Subject Securities"). American Century Investment Management, Inc. ("ACIM") is a wholly-owned subsidiary of ACC and an investment adviser registered under 203 of the Investment Advisers Act of 1940. SCHEDULE 13G – To be included in statements filed pursuant to Rule 13d-1(b) or 13d-2(b) and Rule 13d-1(f) (1) Agreement. Page 8 of 9 Pages EXHIBIT B Each of the undersigned hereby agrees and consents to the execution and joint filing on its behalf by American Century Investment Management, Inc. of this Schedule 13G respecting the benefi

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