NCR Voyix Corp SEC Filings

Greenhouse Funds and affiliates filed Amendment No. 3 to Schedule 13G reporting passive beneficial ownership of NCR Voyix Corporation common stock. As of the event date 09/30/2025, Greenhouse Funds LLLP, Greenhouse GP LLC and Joseph Milano each reported 17,969,516 shares, representing 13.0% of the class. Greenhouse Fund GP LLC reported 14,027,368 shares (10.1%), and Greenhouse Long Only Master Fund LP reported 8,337,703 shares (6.0%).

The reporting persons list shared voting and shared dispositive power over the disclosed shares and certify under Item 10 that the securities were not acquired and are not held for the purpose of changing or influencing control of the issuer. All securities reported are directly owned by advisory clients of Greenhouse Funds LLLP.

NCR Voyix (VYX) reported Q3 2025 results. Total revenue was $684 million versus $708 million a year ago as product revenue declined to $200 million and service revenue was $484 million. Income from operations was $15 million compared with $16 million, and the company recorded a loss from continuing operations of $17 million versus a $29 million loss last year. Net loss was $19 million, compared to $1,082 million a year ago when results reflected a large gain from discontinued operations.

Cash and cash equivalents were $282 million as of September 30, 2025, down from $722 million at December 31, 2024. Year-to-date, operating activities used $270 million of cash. Long-term debt stood at $1.099 billion, primarily senior notes due 2028–2030. The company repurchased $69 million of stock year-to-date under its amended program. Remaining performance obligations totaled approximately $1.2 billion, with most expected to be recognized within 12 months. The company noted cumulative ransomware-related expenses of $47 million with $36 million recovered through insurance, and identified $34 million of fraudulent ACH disbursements with $16 million recovered so far.

NCR Voyix Corporation furnished an update on its latest results. The company announced it issued a press release with financial results for the quarter ended September 30, 2025 and attached an earnings presentation. Management will host a conference call at 8:00 a.m. Eastern on November 6, 2025 to discuss the quarter.

The materials are furnished under Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure) and are not deemed filed. Exhibits include the press release (99.1), supplemental materials (99.2), and the cover page Inline XBRL file (104).

NCR Voyix (VYX) insider transaction: Darren Wilson, EVP & President, Retail & Payments, reported the vesting of 19,561 restricted stock units on 11/01/2025, which converted into common shares. To cover tax withholding, 9,194 shares were withheld at $11.41. After these transactions, he directly owned 12,492 common shares. The filing also lists 39,124 derivative securities (RSUs) remaining following the reported activity, and his reported holdings include 2,125 shares acquired under the NCR Stock Purchase Plan since his last report.

James Michael Wise, SVP & Chief Accounting Officer of NCR Voyix Corp (VYX), reported direct ownership of 5,671 shares of common stock and beneficial ownership of 19,048 restricted stock units (RSUs). The RSUs arise from three separate grants: one vests in three equal annual installments, a second was 50% vested with the remaining half to vest later, and a third vests in three equal annual installments; all RSUs convert one-for-one into common shares upon vesting.

NCR Voyix Corporation announced that its Chief Accounting Officer, Anthony Radesca, resigned on September 3, 2025 to pursue another employment opportunity; the company stated the departure was not due to any disagreement with operations, policies or practices. The board appointed James Wise as Senior Vice President & Chief Accounting Officer effective September 12, 2025. Mr. Wise, 41, has been with the company in accounting and M&A roles since 2021 and previously held senior roles at PricewaterhouseCoopers from 2007 to 2021. His offer letter sets a $320,000 annual base salary, a 45% target bonus under the management incentive plan, and a $240,000 target long-term equity award for 2026; he will participate in standard benefit plans and the company's Executive Severance Plan.

NCR Voyix Corp insider transaction disclosure: Kelli Sterrett, EVP, General Counsel & Secretary of NCR Voyix Corp (VYX), reported a disposition of 4,170 shares of common stock on 08/29/2025 at an effective price of $13.18 per share. The filing states these shares were withheld to satisfy tax withholding obligations arising from the vesting of 9,361 restricted stock units on that date.

After the withholding, Ms. Sterrett beneficially owns 32,470 shares directly. The Form 4 is signed and dated 09/02/2025 and reflects a routine tax-related share withholding tied to equity compensation.

The reporting person, James G. Kelly, filed a Form 4 disclosing transactions in NCR Voyix Corporation (VYX) common stock on 08/21/2025. Mr. Kelly, who is President & CEO and a director, transferred 36,127 shares to The Maura M. Kelly Family Gift Trust for no consideration; he is trustee and immediate family are sole beneficiaries. The Form shows a simultaneous reporting entry where 36,127 shares are disposed (direct) and the same amount is acquired (indirect) by the family gift trust. After the transaction the filing reports 105,630 shares beneficially owned, including 32,100 shares held indirectly by the James G Kelly Grantor Trust.

Shapiro Capital Management LLC reported beneficial ownership of 10,396,478 shares of NCR Voyix Corp common stock, representing 7.5% of the class. The filing shows Shapiro Capital as an investment adviser with sole dispositive power over 10,396,478 shares, sole voting power for 9,482,306 shares and shared voting power for 914,172 shares.

The filing states these securities are held in the ordinary course of business and were not acquired to change or influence control of the issuer, and that no single advisory client holds more than 5% of the class.