ECM
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Engine Capital Management’s National Vision EYE Stock Holding History

Engine Capital Management’s Portfolio EYE Stock Details EYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.9M Buy
3,520,944
+3,511,406
+36,815% +$71.6M 6.51% 5
2026
Q1 		$247K Hold
9,538
– – 0.03% 25
2025
Q4 		$246K Hold
9,538
– – 0.03% 27
2025
Q3 		$278K Sell
9,538
-400
-4% -$9.82K 0.03% 26
2025
Q2 		$229K Sell
9,938
-3,865,763
-100% -$65.9M 0.05% 27
2025
Q1 		$49.5M Buy
3,875,701
+1,347,648
+53% +$15.9M 9.39% 4
2024
Q4 		$26.3M Buy
2,528,053
+1,417,002
+128% +$15.5M 4.82% 9
2024
Q3 		$12.1M Buy
+1,111,051
New +$13M 2.1% 18

Other funds holding EYE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Engine Capital Management's EYE Position: Q2 2026 in Review

Engine Capital Management increased its National Vision (EYE) stake by 36,815% in Q2 2026, buying an estimated $71.6M and bringing the position to 3,520,944 shares worth $66.9M. The position accounts for 6.51% of the portfolio, ranked #5.

Engine Capital Management first reported a position in EYE in Q3 2024 and has held it in 8 quarters since. 232 funds tracked by Wall St. Rank hold EYE as of Q2 2026.

  • Engine Capital Management held 3,520,944 shares of National Vision worth $66.9M as of Q2 2026.
  • Engine Capital Management bought 3,511,406 National Vision shares in Q2 2026, an estimated $71.6M.
  • National Vision made up 6.51% of Engine Capital Management's portfolio in Q2 2026, its #5 holding.
  • Engine Capital Management first reported a position in National Vision in Q3 2024 and has held it in 8 quarters since.
  • 232 funds tracked by Wall St. Rank held National Vision as of Q2 2026.

Based on Engine Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.