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VYX icon

Optimize Financial’s NCR Voyix VYX Stock Holding History

Optimize Financial’s Portfolio VYX Stock Details VYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.91M Sell
355,750
-1,239
-0.3% -$8.72K 1.04% 25
2026
Q1 		$2.26M Buy
356,989
+251,473
+238% +$2.22M 1.11% 31
2025
Q4 		$1.08M Buy
105,516
+1,516
+1% +$16.5K 0.54% 50
2025
Q3 		$1.31M Buy
+104,000
New +$1.37M 0.68% 49

Other funds holding VYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Optimize Financial's VYX Position: Q2 2026 in Review

Optimize Financial reduced its NCR Voyix (VYX) stake by 0.35% in Q2 2026, selling an estimated $8.72K and leaving 355,750 shares worth $2.91M. The position accounts for 1.04% of the portfolio, ranked #25.

Optimize Financial first reported a position in VYX in Q3 2025 and has held it in 4 quarters since. 297 funds tracked by Wall St. Rank hold VYX as of Q2 2026.

  • Optimize Financial held 355,750 shares of NCR Voyix worth $2.91M as of Q2 2026.
  • Optimize Financial sold 1,239 NCR Voyix shares in Q2 2026, an estimated $8.72K.
  • NCR Voyix made up 1.04% of Optimize Financial's portfolio in Q2 2026, its #25 holding.
  • Optimize Financial first reported a position in NCR Voyix in Q3 2025 and has held it in 4 quarters since.
  • 297 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.