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Optimize Financial Inc

Position in VYX — NCR Voyix Corp

CIK 2033266 LAGUNA HILLS, CA

Position in VYX

as of Jun 30, 2026 · filed Aug 27, 2026
Position Value
$2,906,477
+$646,737 QoQ
Shares Held
355,750
-0.3% QoQ
Ownership
0.258%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#50
of 296 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VYX Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

Optimize Financial Inc holds $21,038,643 across 8 Information Technology Services names. VYX ranks #3 (13.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 VYX
NCR Voyix Corp
This page
355,750 $2,906,477

All Filings in VYX

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,906,477 355,750
2026-03-31 $2,259,740 356,989
2025-12-31 $1,076,263 105,516
2025-09-30 $1,305,200 104,000