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 ($13.7m this quarter). Holder counts are more reliable. Shares outstanding: 144.3m as of 2024-03-11, 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 ≈ $12.65. Options: 14 managers hold calls ($13.4m notional), 11 hold puts ($4.5m).
Trends to Q1 2024
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 |
| Q4 2023 | 365 |
| Q1 2024 | 341 |
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 |
| Q4 2023 | 171 | 158 |
| Q1 2024 | 147 | 190 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $77.7m | $21.0m | 0.27 |
| Q3 2023 | $120.6m | $34.1m | 0.28 |
| Q4 2023 | $52.7m | $17.5m | 0.33 |
| Q1 2024 | $13.4m | $4.5m | 0.34 |
Biggest buyers
| MORGAN STANLEY | Added | +3.5m |
| UBS Group AG | Added | +3.4m |
| BROWN ADVISORY INC | Added | +1.6m |
| VANGUARD GROUP INC | Added | +1.2m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +1.2m |
| JPMORGAN CHASE & CO | Added | +1.1m |
| FMR LLC | Added | +1.0m |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | New | +1.0m |
| Empowered Funds, LLC | New | +1.0m |
| Rubric Capital Management LP | Added | +954.9k |
Biggest sellers
| STATE STREET CORP | Reduced | -1.9m |
| JANUS HENDERSON GROUP PLC | Reduced | -1.5m |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Reduced | -1.4m |
| Clearbridge Investments, LLC | Reduced | -1.0m |
| MACQUARIE GROUP LTD | Reduced | -956.1k |
| 683 Capital Management, LLC | Sold out | -925.0k |
| Qube Research & Technologies Ltd | Sold out | -920.3k |
| Hodges Capital Management Inc. | Reduced | -685.9k |
| FRANKLIN RESOURCES INC | Reduced | -657.6k |
| NATIXIS ADVISORS, LLC | Reduced | -646.7k |
Biggest calls
| Pentwater Capital Management LP | Unchanged | $5.1m400.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.3m181.2k shares |
| CITADEL ADVISORS LLC | Reduced | $2.0m156.2k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $994.0k787 shares |
| Hudson Bay Capital Management LP | New | $802.0k63.5k shares |
| JANE STREET GROUP, LLC | Added | $399.1k31.6k shares |
| GROUP ONE TRADING LLC | Reduced | $389.0k30.8k shares |
| GTS SECURITIES LLC | Reduced | $389.0k30.8k shares |
| Centiva Capital, LP | Reduced | $315.8k25.0k shares |
| Walleye Capital LLC | Added | $264.0k20.9k shares |
Biggest puts
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $2.1m1.7k shares |
| CITADEL ADVISORS LLC | Added | $712.3k56.4k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $546.9k43.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $351.1k27.8k shares |
| IMC-Chicago, LLC | New | $202.1k16.0k shares |
| Walleye Capital LLC | Reduced | $155.3k12.3k shares |
| JANE STREET GROUP, LLC | New | $149.0k11.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $143.0k12.6k shares |
| GROUP ONE TRADING LLC | Added | $61.9k4.9k shares |
| Walleye Trading LLC | Reduced | $34.1k2.7k 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 Q1 2024
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2023 | 2 | $1.1m | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 17.9m $225.9m | Reduced -447.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 17.1m $216.3m | Added +1.2m |
| MORGAN STANLEY 0.00% of their portfolio | 8.2m $103.2m | Added +3.5m |
| FMR LLC 0.01% of their portfolio | 6.0m $76.3m | Added +1.0m |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.33% of their portfolio | 6.0m $75.8m | Added +1.2m |
| Engaged Capital LLC 11.94% of their portfolio | 5.8m $73.7m | Added +817.5k |
| STATE STREET CORP 0.00% of their portfolio | 4.7m $59.3m | Reduced -1.9m |
| Rubric Capital Management LP 1.70% of their portfolio | 4.5m $57.4m | Added +954.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio | 4.2m $52.7m | Added +795.6k |
| BROWN ADVISORY INC 0.06% of their portfolio | 3.8m $47.5m | Added +1.6m |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 3.7m $47.2m | Reduced -128.0k |
| UBS Group AG 0.01% of their portfolio | 3.4m $42.8m | Added +3.4m |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 3.3m $42.0m | Added +227.5k |
| River Road Asset Management, LLC 0.56% of their portfolio | 3.3m $41.7m | Reduced -13.5k |
| LSV ASSET MANAGEMENT 0.08% of their portfolio | 3.1m $39.4m | Reduced -25.0k |
| Senator Investment Group LP 1.72% of their portfolio | 3.0m $37.9m | Added +465.7k |
| Crescent Grove Advisors, LLC 3.91% of their portfolio | 3.0m $37.5m | Added +286.4k |
| Clearbridge Investments, LLC 0.03% of their portfolio | 2.7m $33.5m | Reduced -1.0m |
| First Pacific Advisors, LP 0.47% of their portfolio | 2.6m $33.2m | Added +124.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.1m $25.9m | Added +59.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.8m $22.9m | Added +882.4k |
| Invesco Ltd. 0.00% of their portfolio | 1.7m $21.9m | Added +933.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.7m $21.5m | Added +1.1m |
| Philosophy Capital Management LLC 3.99% of their portfolio | 1.6m $20.4m | Added +837.3k |
| Clearline Capital LP 1.58% of their portfolio | 1.3m $16.0m | Added +233.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.2m $14.8m | Reduced -97.8k |
| Boston Partners 0.02% of their portfolio | 1.1m $14.4m | Reduced -24.2k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.27% of their portfolio | 1.0m $13.0m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.0m $13.0m | Added +178.1k |
| Empowered Funds, LLC 0.12% of their portfolio | 1.0m $12.8m | New |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 991.5k $12.5m | Added +379.0k |
| HENNESSY ADVISORS INC 0.51% of their portfolio | 956.2k $12.1m | Added +118.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 813.7k $10.3m | Reduced -241.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 732.1k $9.2m | Reduced -657.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 691.9k $8.7m | Added +2.4k |
| ING GROEP NV 0.06% of their portfolio | 688.0k $8.7m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 675.5k $8.5m | New |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 675.4k $8.5m | Added +485.4k |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 670.5k $8.5m | Added +64.2k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio | 649.0k $8.2m | Added +21.8k |
| MANGROVE PARTNERS IM, LLC 0.55% of their portfolio | 598.7k $7.6m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 537.0k $6.8m | Added +122.3k |
| Amitell Capital Pte Ltd 5.72% of their portfolio | 534.7k $6.8m | Added +47.6k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 521.1k $6.6m | Added +12.3k |
| Retirement Systems of Alabama 0.03% of their portfolio | 513.2k $6.5m | Reduced -126.8k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 502.2k $6.3m | Reduced -646.7k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 480.7k $6.1m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 458.9k $5.8m | Added +431.4k |
| Crestline Management, L.P. 0.54% of their portfolio | 454.3k $5.7m | Reduced -114.2k |
| AREX Capital Management, LP 6.23% of their portfolio | 440.4k $5.6m | Added +137.5k |
| Man Group plc 0.01% of their portfolio | 416.9k $5.3m | Reduced -87.7k |
| Legal & General Group Plc 0.00% of their portfolio | 386.4k $4.9m | Added +6.2k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 382.5k $4.8m | Reduced -209.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 379.6k $4.8m | Reduced -73.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 377.4k $4.8m | Reduced -27.6k |
| CITIGROUP INC 0.01% of their portfolio | 368.6k $4.7m | Reduced -78.8k |
| Invenomic Capital Management LP 0.23% of their portfolio | 340.9k $4.3m | New |
| Hodges Capital Management Inc. 0.28% of their portfolio | 340.9k $4.3m | Reduced -685.9k |
| Aristotle Capital Boston, LLC 0.13% of their portfolio | 340.4k $4.3m | Reduced -23.0k |
| Ancora Advisors LLC 0.09% of their portfolio | 316.8k $4.0m | Reduced -253.2k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 294.3k $3.7m | Reduced -402.8k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 288.6k $3.6m | Added +9.9k |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 282.9k $3.6m | Added +248.5k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 274.9k $3.5m | Reduced -3.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 274.8k $3.5m | Reduced -362.6k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 274.4k $3.5m | Reduced -35.5k |
| Gotham Asset Management, LLC 0.05% of their portfolio | 268.2k $3.4m | Reduced -134.4k |
| Kepos Capital LP 0.86% of their portfolio | 265.0k $3.3m | New |
| Swiss National Bank 0.00% of their portfolio | 263.8k $3.3m | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 262.9k $3.3m | New |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 251.4k $3.2m | Reduced -8.7k |
| York Capital Management Global Advisors, LLC 0.77% of their portfolio | 242.6k $3.1m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 242.1k $3.1m | Added +91.3k |
| Holocene Advisors, LP 0.01% of their portfolio | 224.1k $2.8m | New |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1.07% of their portfolio | 223.0k $3.8m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 219.1k $2.8m | Reduced -5.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 217.2k $2.7m | Reduced -13.2k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 198.0k $2.5m | Reduced -144.2k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 190.6k $2.4m | Added +7.0k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 189.9k $2.4m | Added +34.4k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 179.4k $2.3m | Added +58.3k |
| Samson Rock Capital LLP 1.71% of their portfolio | 174.0k $2.2m | New |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 173.8k $2.2m | Added +10.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 173.8k $2.2m | Reduced -3.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio | 170.2k $2.1m | Reduced -1.4m |
| Alaska Permanent Fund Corp 0.03% of their portfolio | 151.5k $1.9m | Added +46.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 135.1k $3.2m | Added +5.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 133.7k $1.7m | Reduced -12.1k |
| Verition Fund Management LLC 0.02% of their portfolio | 131.6k $1.7m | Added +106.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio | 131.1k $1.7m | Reduced -253.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 130.3k $1.6m | Reduced -600.5k |
| Penserra Capital Management LLC 0.02% of their portfolio | 128.8k $1.6m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 123.5k $1.6m | Reduced -252.8k |
| SHERBROOKE PARK ADVISERS LLC 0.30% of their portfolio | 122.5k $1.5m | Added +59.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 121.6k $1.5m | Added +88.1k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 116.4k $1.5m | Reduced -3.2k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.01% of their portfolio | 115.4k $1.5m | Reduced -44 |
| COMERICA BANK 0.01% of their portfolio | 101.4k $1.3m | Reduced -64.6k |
| Pentwater Capital Management LP 0.02% of their portfolio | 100.0k $1.3m | New |
| Illinois Municipal Retirement Fund 0.02% of their portfolio | 94.3k $1.2m | New |