Optimize Financial
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
Q3 		$2.24M Sell
326,778
-28,972
-8% -$234K 0.43% 38
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

Shapiro Capital Management
Shapiro Capital Management Atlanta, Georgia $1.46B AUM 11.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Optimize Financial's VYX Position: Q3 2026 in Review

Optimize Financial reduced its NCR Voyix (VYX) stake by 8.1% in Q3 2026, selling an estimated $234K and leaving 326,778 shares worth $2.24M. The position accounts for 0.43% of the portfolio, ranked #38.

Optimize Financial first reported a position in VYX in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.91M in Q2 2026. 185 funds tracked by Wall St. Rank hold VYX as of Q3 2026.

  • Optimize Financial held 326,778 shares of NCR Voyix worth $2.24M as of Q3 2026.
  • Optimize Financial sold 28,972 NCR Voyix shares in Q3 2026, an estimated $234K.
  • NCR Voyix made up 0.43% of Optimize Financial's portfolio in Q3 2026, its #38 holding.
  • Optimize Financial first reported a position in NCR Voyix in Q3 2025 and has held it in 5 quarters since.
  • Optimize Financial's NCR Voyix position peaked at $2.91M in Q2 2026.
  • 185 funds tracked by Wall St. Rank held NCR Voyix as of Q3 2026.

Based on Optimize Financial's 13F filing for Q3 2026, filed 12 Nov 2026.