NCR Voyix Corp (NCRRP) SEC Filings

NCR Voyix Corp (VYX) received an amended Schedule 13G from a group of Greenhouse entities and Joseph Milano reporting significant passive ownership of its common stock. Greenhouse Funds LLLP and related entities report beneficial ownership of 25,498,239 shares of common stock, representing 18.5% of the outstanding class. Greenhouse Long Only Master Fund LP and Greenhouse Master Fund LP are advisory clients that directly own 12,652,608 shares (9.2%) and 7,032,395 shares (5.1%), respectively. The reporting persons state they have no sole voting or dispositive power, but share voting and dispositive power over these positions, which are held on behalf of Greenhouse Funds LLLP’s advisory clients. Each reporting person disclaims beneficial ownership except to the extent of its pecuniary interest.

NCR Voyix Corp executive Beimnet Tadele, EVP & President, Restaurants, reported selling 12,750 shares of common stock on 2026-08-13 in an open-market or private transaction at a weighted average price of $8.2035 per share. Following this sale, Tadele directly holds 25,028 shares of NCR Voyix common stock.

NCR Voyix Corp received an updated ownership report from Greenhouse-affiliated investment entities and Joseph Milano. Greenhouse Funds LLLP, Greenhouse GP LLC, and Joseph Milano each report beneficial ownership of 24,116,915 shares of common stock, representing 17.5% of the class. Greenhouse Fund GP LLC reports 20,449,443 shares, or 14.8%, while Greenhouse Long Only Master Fund LP reports 12,424,038 shares, or 9.0%.

All reporting persons have no sole voting or dispositive power; their authority is entirely shared. The securities are directly owned by advisory clients of Greenhouse Funds LLLP, and each reporting person disclaims beneficial ownership beyond its pecuniary interest.

A person associated with VYX filed a Form 144 indicating a proposed sale of 12,750 shares of common stock through Fidelity Brokerage Services LLC on the NYSE. The filing lists an aggregate market value of approximately $104,594.21 for these shares and includes a CUSIP-style identifier of 138069898.

The shares to be sold were acquired in several prior transactions: an open market purchase of 3,648 shares on 08/29/2024 for cash, and three restricted stock vesting events from the issuer providing 3,209 shares on 02/01/2025, 4,892 shares on 03/15/2025, and 1,001 shares on 02/01/2026 as compensation.

NCR Voyix Corp President & CEO James G. Kelly reported indirect, non-market gift transfers of company common stock. On August 11, 2026, Kelly’s spouse transferred 113,753 shares for no consideration to The Maura M. Kelly Family Gift Trust, for which he is trustee and whose beneficiaries are his immediate family. Following these transactions, indirect holdings include 219,383 shares in that family gift trust and 32,100 shares in the James G. Kelly Grantor Trust.

NCR Voyix Corp executive Nicholas Stuart Mackay, EVP and Chief Product Officer, reported his initial equity holdings. He directly holds 32,878 shares of common stock. He also holds four grants of restricted stock units convertible into 4,660, 11,024, 30,584, and 98,684 shares of common stock at an exercise price of $0.0000 per share. Each RSU grant vests in three equal annual installments beginning on March 15, 2025; March 3, 2026; November 13, 2026; and March 2, 2027, in each case subject to his continued employment.

NCR Voyix reported Q2 2026 revenue of $523 million, down from $660 million a year earlier, as product revenue dropped to $27 million from $185 million after shifting self-checkout and POS hardware to an outsourced design and manufacturing model with Ennoconn. Service revenue increased slightly to $496 million.

Segment Adjusted EBITDA rose to $155 million from $149 million and operating income to $14 million, but loss from continuing operations attributable to common shareholders remained $4 million, or $0.03 per share. For the first half of 2026, operating cash flow improved to $59 million from negative $284 million and Segment Adjusted EBITDA to $287 million from $273 million, while total debt was $1.10 billion and remaining performance obligations were about $1.1 billion. Strategic actions included a pending $32 million sale of the Japan bank technology solutions business, continued focus on retail and restaurant segments, a $48 million settlement of a deferred compensation lawsuit, and a $99 million reserve for Kalamazoo River environmental remediation.

NCR Voyix Corporation reported second-quarter 2026 revenue of $523 million, down 21% from $660 million due largely to the Hardware Business Transition. On a pro forma basis reflecting the new hardware model, revenue grew 1% year over year.

Software and services revenue was $497 million, with recurring revenue rising to $435 million, including $211 million of recurring software revenue. Net loss from continuing operations attributable to NCR Voyix was $1 million, with diluted EPS of $(0.03), while Non-GAAP diluted EPS held at $0.17. Adjusted EBITDA increased to $98 million from $93 million, lifting total Adjusted EBITDA margin to 18.7% from 14.1%.

Remaining Contract Value for Voyix Commerce Platform applications reached $286 million, up 65% year over year, with 85,000 platform sites and over 8,500 payment sites. NCR Voyix repurchased $11 million of common stock in the quarter and is maintaining its 2026 outlook, including revenue of $2,188–$2,303 million, Adjusted EBITDA of $432–$447 million, Non-GAAP diluted EPS of $0.89–$0.92, and Adjusted Free Cash Flow-unrestricted before restructuring of $190–$220 million.

NCR Voyix Corp EVP & CFO Brian J. Webb-Walsh reported that 58,011 shares of common stock, valued at $8.27 per share, were withheld on August 1, 2026 to satisfy tax obligations when 130,830 restricted stock units vested, leaving him with 135,282 shares, including 2,742 acquired through the employee stock purchase plan.