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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
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 $5.72T AUM 30.48% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Optimize Financial's VYX Position: Q1 2026 in Review

Optimize Financial increased its NCR Voyix (VYX) stake by 238% in Q1 2026, buying an estimated $2.22M and bringing the position to 356,989 shares worth $2.26M. The position accounts for 1.11% of the portfolio, ranked #31.

Optimize Financial first reported a position in VYX in Q3 2025 and has held it in 3 quarters since. 303 funds tracked by Wall St. Rank hold VYX as of Q1 2026.

  • Optimize Financial held 356,989 shares of NCR Voyix worth $2.26M as of Q1 2026.
  • Optimize Financial bought 251,473 NCR Voyix shares in Q1 2026, an estimated $2.22M.
  • NCR Voyix made up 1.11% of Optimize Financial's portfolio in Q1 2026, its #31 holding.
  • Optimize Financial first reported a position in NCR Voyix in Q3 2025 and has held it in 3 quarters since.
  • 303 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.