NCR VOYIX CORPORATION VYX
COM · Common Stock · CUSIP 62886E108 · ISIN US62886E1082
American software, consulting and technology company
- SectorTechnology
- IndustryCalculating & Accounting Machines (No Electronic Computers)
- HeadquartersAtlanta, GA
- Founded1884
- Websitencrvoyix.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($860.4k this quarter). Holder counts are more reliable. Shares outstanding: 141.2m as of 2023-11-09, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $26.95. Options: 24 managers hold calls ($120.6m notional), 14 hold puts ($34.1m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 370 |
| Q4 2022 | 363 |
| Q1 2023 | 361 |
| Q2 2023 | 372 |
| Q3 2023 | 376 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 185 | 159 |
| Q1 2023 | 152 | 138 |
| Q2 2023 | 160 | 162 |
| Q3 2023 | 150 | 173 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $109.9m | $28.5m | 0.26 |
| Q1 2023 | $89.4m | $34.8m | 0.39 |
| Q2 2023 | $77.7m | $21.0m | 0.27 |
| Q3 2023 | $120.6m | $34.1m | 0.28 |
Biggest buyers
| VICTORY CAPITAL MANAGEMENT INC | Added | +3.2m |
| BlackRock Inc. | Added | +1.0m |
| AREX Capital Management, LP | Added | +921.9k |
| 683 Capital Management, LLC | New | +600.0k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Added | +553.7k |
| Rivermont Capital Management LP | New | +425.1k |
| MILLENNIUM MANAGEMENT LLC | New | +413.0k |
| First Dallas Securities Inc. | New | +316.8k |
| Man Group plc | New | +316.8k |
| TWO SIGMA INVESTMENTS, LP | Added | +253.7k |
Biggest sellers
| Philosophy Capital Management LLC | Reduced | -828.7k |
| CITADEL ADVISORS LLC | Reduced | -681.4k |
| FMR LLC | Reduced | -649.1k |
| NEW YORK STATE COMMON RETIREMENT FUND | Reduced | -626.3k |
| Retirement Systems of Alabama | Sold out | -565.9k |
| MACQUARIE GROUP LTD | Reduced | -505.1k |
| HAWK RIDGE CAPITAL MANAGEMENT LP | Sold out | -503.1k |
| FRANKLIN RESOURCES INC | Reduced | -480.8k |
| COOPER CREEK PARTNERS MANAGEMENT LLC | Reduced | -467.2k |
| RHUMBLINE ADVISERS | Reduced | -459.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $24.7m916.6k shares |
| Amitell Capital Pte Ltd | New | $17.5m649.5k shares |
| Hudson Bay Capital Management LP | New | $16.1m596.2k shares |
| CITADEL ADVISORS LLC | Reduced | $11.2m414.4k shares |
| Pentwater Capital Management LP | Unchanged | $10.8m400.0k shares |
| Walleye Trading LLC | Reduced | $8.9m329.8k shares |
| Squarepoint Ops LLC | Unchanged | $6.4m238.1k shares |
| Quarry LP | New | $5.0m185.0k shares |
| NOMURA HOLDINGS INC | Unchanged | $4.3m160.0k shares |
| GROUP ONE TRADING LLC | Reduced | $3.8m141.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.9m402.3k shares |
| Walleye Trading LLC | Reduced | $9.7m361.5k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $3.7m1.4k shares |
| CITADEL ADVISORS LLC | Reduced | $2.8m102.1k shares |
| Caption Management, LLC | New | $2.0m75.0k shares |
| GTS SECURITIES LLC | New | $1.4m53.4k shares |
| Walleye Capital LLC | New | $1.0m38.2k shares |
| MILLENNIUM MANAGEMENT LLC | New | $1.0m37.4k shares |
| JANE STREET GROUP, LLC | Reduced | $523.2k19.4k shares |
| WOLVERINE TRADING, LLC | New | $342.5k12.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Greenhouse Funds LLLP 13G · passive investor +1.0 pts · filed 2026-09-02 | 18.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.7% |
| SHAPIRO CAPITAL MANAGEMENT LLC 13G · institution -1.4 pts · filed 2026-02-17 | 6.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), FULLER & THALER ASSET MANAGEMENT, INC. (4.8%, 2026-02-17)
Insider purchases and sales in Q3 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2021 | 0 | — | 2 | $1.4m | — |
| Q1 2022 | 0 | — | 1 | $916.5k | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 2 | $17.6m | 1 | $264.9k | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
None reported in Q3 2023.
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 14.4m $387.1m | Added +56.7k |
| BlackRock Inc. 0.01% of their portfolio | 13.6m $367.7m | Added +1.0m |
| STATE STREET CORP 0.01% of their portfolio | 5.5m $148.9m | Reduced -271.3k |
| Engaged Capital LLC 24.67% of their portfolio | 5.0m $135.3m | Reduced -233.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.77% of their portfolio | 5.0m $134.6m | Reduced -69.6k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 3.8m $101.3m | Added +250.1k |
| PRUDENTIAL FINANCIAL INC 0.14% of their portfolio | 3.4m $91.0m | Added +228.7k |
| River Road Asset Management, LLC 1.29% of their portfolio | 3.4m $90.6m | Reduced -51.0k |
| FMR LLC 0.01% of their portfolio | 3.3m $90.0m | Reduced -649.1k |
| Clearbridge Investments, LLC 0.09% of their portfolio | 3.3m $89.9m | Reduced -158.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.10% of their portfolio | 3.3m $88.1m | Added +3.2m |
| LSV ASSET MANAGEMENT 0.20% of their portfolio | 3.2m $85.8m | Reduced -57.1k |
| Pentwater Capital Management LP 0.71% of their portfolio | 2.7m $73.4m | Reduced -450.0k |
| Crescent Grove Advisors, LLC 8.48% of their portfolio | 2.5m $68.0m | Reduced -42.2k |
| AQR CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 2.4m $63.7m | Reduced -435.1k |
| MORGAN STANLEY 0.01% of their portfolio | 2.3m $61.4m | Reduced -209.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.0m $54.2m | Added +11.0k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.39% of their portfolio | 1.9m $51.6m | Reduced -149.2k |
| Senator Investment Group LP 2.69% of their portfolio | 1.8m $47.9m | Added +75.0k |
| AREX Capital Management, LP 32.10% of their portfolio | 1.7m $47.2m | Added +921.9k |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 1.6m $41.8m | Added +19.6k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.5m $40.9m | Reduced -480.8k |
| BROWN ADVISORY INC 0.06% of their portfolio | 1.4m $38.1m | Added +37.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.4m $38.1m | Reduced -54.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.4m $36.7m | Reduced -163.4k |
| NORGES BANK 0.01% of their portfolio | 1.3m $36.1m | Reduced -220.1k |
| Clearline Capital LP 3.35% of their portfolio | 1.3m $33.8m | Reduced -346.3k |
| Boston Partners 0.04% of their portfolio | 1.2m $30.5m | Reduced -18.3k |
| Lead Edge Capital Management, LLC 10.74% of their portfolio | 1.1m $30.2m | Unchanged |
| First Pacific Advisors, LP 0.47% of their portfolio | 1.1m $29.8m | Added +82.7k |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 1.0m $27.5m | Reduced -505.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 954.6k $25.7m | Added +91.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 937.9k $25.3m | Reduced -68.1k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 1.50% of their portfolio | 913.6k $24.6m | Reduced -467.2k |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 905.9k $15.0m | Added +28.6k |
| FIR TREE CAPITAL MANAGEMENT LP 2.52% of their portfolio | 825.0k $22.3m | Reduced -125.0k |
| LONE PEAK GLOBAL INVESTORS LLC 5.19% of their portfolio | 661.0k $17.8m | Added +27.4k |
| 683 Capital Management, LLC 1.64% of their portfolio | 600.0k $16.2m | New |
| MARSHALL WACE, LLP 0.03% of their portfolio | 580.0k $15.6m | Reduced -186.7k |
| Crestline Management, L.P. 1.85% of their portfolio | 573.2k $15.5m | Reduced -103.8k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio | 569.0k $15.3m | Added +553.7k |
| Philosophy Capital Management LLC 3.13% of their portfolio | 556.3k $15.0m | Reduced -828.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 509.7k $13.7m | Added +1.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 493.3k $13.3m | Reduced -33.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 493.2k $13.3m | Added +133.8k |
| Invesco Ltd. 0.00% of their portfolio | 474.1k $12.8m | Added +649 |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 470.0k $12.7m | Added +119.2k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.40% of their portfolio | 462.0k $12.5m | Reduced -3.1k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 445.2k $12.0m | Added +37.3k |
| TRUIST FINANCIAL CORP 0.02% of their portfolio | 428.3k $11.5m | Reduced -170.1k |
| Rivermont Capital Management LP 5.13% of their portfolio | 425.1k $11.5m | New |
| Hodges Capital Management Inc. 1.36% of their portfolio | 422.1k $11.4m | Reduced -161.9k |
| Aristotle Capital Boston, LLC 0.36% of their portfolio | 414.3k $11.2m | Reduced -7.8k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 413.0k $11.1m | New |
| Ancora Advisors LLC 0.29% of their portfolio | 404.7k $10.9m | Added +63.1k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 400.2k $10.8m | Added +74.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 395.3k $10.7m | Reduced -38.5k |
| NOMURA HOLDINGS INC 0.10% of their portfolio | 352.4k $9.5m | Added +120.9k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 348.6k $9.4m | Added +253.7k |
| Gotham Asset Management, LLC 0.18% of their portfolio | 330.0k $8.9m | Added +86.6k |
| First Dallas Securities Inc. 1.97% of their portfolio | 316.8k $8.5m | New |
| Man Group plc 0.03% of their portfolio | 316.8k $8.5m | New |
| CAPITAL FUND MANAGEMENT S.A. 0.11% of their portfolio | 315.8k $8.5m | Reduced -27.0k |
| Amitell Capital Pte Ltd 8.21% of their portfolio | 313.3k $8.5m | Added +144.0k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 308.3k $8.3m | Added +17.4k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 294.7k $7.9m | Reduced -6.2k |
| Swiss National Bank 0.01% of their portfolio | 293.2k $7.9m | Added +3.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 289.9k $7.8m | Reduced -6.9k |
| PUTNAM INVESTMENTS LLC 0.01% of their portfolio | 263.8k $7.1m | Reduced -54.9k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 245.2k $6.6m | Reduced -2.2k |
| Walleye Trading LLC 0.15% of their portfolio | 244.5k $6.6m | Reduced -24.5k |
| York Capital Management Global Advisors, LLC 2.16% of their portfolio | 242.6k $6.5m | Unchanged |
| AXA S.A. 0.02% of their portfolio | 241.4k $6.5m | Added +74.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 240.5k $6.5m | Added +40.4k |
| ExodusPoint Capital Management, LP 0.08% of their portfolio | 237.6k $6.4m | Added +223.6k |
| LOOMIS SAYLES & CO L P 0.01% of their portfolio | 234.6k $6.3m | New |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 232.3k $6.3m | Reduced -1.2k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1.94% of their portfolio | 227.9k $6.1m | Added +530 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 226.3k $6.1m | Added +2.7k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 205.0k $5.5m | Added +36.8k |
| Legal & General Group Plc 0.00% of their portfolio | 203.7k $5.5m | Reduced -4.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 192.5k $5.2m | Reduced -9.6k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.03% of their portfolio | 188.5k $5.1m | Reduced -23.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 187.9k $5.1m | Reduced -13.6k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 179.1k $4.8m | Reduced -5.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 177.5k $4.8m | New |
| Kamunting Street Capital Management, L.P. 3.53% of their portfolio | 172.7k $4.7m | Added +92.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 162.5k $4.4m | Reduced -600 |
| COMERICA BANK 0.02% of their portfolio | 159.0k $4.3m | Added +153.8k |
| Kepos Capital LP 0.72% of their portfolio | 150.0k $4.0m | Added +25.0k |
| EAGLE ASSET MANAGEMENT INC 0.02% of their portfolio | 145.7k $3.9m | Reduced -43.2k |
| EASTERLY INVESTMENT PARTNERS LLC 0.39% of their portfolio | 132.0k $3.6m | Added +15.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 129.7k $3.5m | Added +723 |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 128.6k $3.5m | Added +51.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 122.9k $3.3m | Added +7.6k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 117.8k $3.2m | Reduced -10.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 116.9k $3.2m | Added +11.7k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 109.9k $3.0m | Added +2.6k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio | 109.3k $2.9m | Reduced -15.9k |
| Richard P Slaughter Associates Inc 0.73% of their portfolio | 101.5k $2.7m | Added +7.2k |