SCHEDULE 13G/A: Greenhouse Entities Disclose Significant Passive Stake in NCR Voyix Corporation

Multiple Greenhouse entities and Joseph Milano have filed an amended Schedule 13G, revealing a collective beneficial ownership of up to 11.3% of NCR Voyix Corporation's common stock as of April 24, 2025.

Summary

• Greenhouse Long Only Master Fund LP beneficially owns 6,934,001 shares, representing 5.0% of NCR Voyix Corporation's common stock.
• Greenhouse Fund GP LLC beneficially owns 11,960,385 shares, representing 8.7% of the common stock, and is considered a control person for Greenhouse Long Only Master Fund LP.
• Greenhouse Funds LLLP, Greenhouse GP LLC, and Joseph Milano each beneficially own 15,583,589 shares, representing 11.3% of the common stock.
• Greenhouse GP LLC and Joseph Milano are identified as control persons for Greenhouse Funds LLLP.
• The filing is an Amendment No. 1 to a Schedule 13G, indicating a change in previously reported beneficial ownership.
• The reporting persons certify that the securities were acquired and are held for passive investment purposes, not to change or influence control of the issuer, except for activities solely related to nominations under Rule 14a-11.
• All reported securities are directly owned by advisory clients of Greenhouse, with only Greenhouse Long Only Master Fund beneficially owning more than 5% among those specific clients.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership, which is neutral in sentiment. It does not contain positive or negative operational or financial news about the issuer, nor does it express an opinion on the issuer's performance.

Future Outlook

This Schedule 13G filing does not contain any forward-looking statements or guidance regarding NCR Voyix Corporation's future performance or strategic direction. It solely reports current beneficial ownership by the named entities.

Industry Context

This filing reflects a significant passive investment by a group of related investment entities in NCR Voyix Corporation, a company operating in the technology and payments industry. Such disclosures are common for institutional investors accumulating stakes in publicly traded companies, signaling their confidence or strategic interest in the company's long-term prospects without seeking active control.

Stakeholder Impact

• Shareholders: The disclosure of significant beneficial ownership by institutional investors can influence market perception and potentially the stock price, as it signals a notable investment interest in the company. It also provides transparency regarding major holders.

Key Dates

Keywords

NCR Voyix Corporation, Schedule 13G, Beneficial Ownership, Greenhouse Long Only Master Fund LP, Greenhouse Fund GP LLC, Greenhouse Funds LLLP, Greenhouse GP LLC, Joseph Milano, Common Stock, Passive Investment, Institutional Ownership