Generalist · Atlanta, GA
Voya Investment Management
Q1 2018 · compared with Q4 2017
Filed as Voya Investment Management LLC
- Software
- $4.5B
- Weight of 13F
- 9.7%
- Names
- 81
- Net bought
- +$648M
Filed 15 May 2018 · SEC filing.
2,578 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026195 names$10.2B−$451M
- Q1 2026179 names$8.2B−$2.1B
- Q4 2025189 names$12.3B−$1.2B
- Q3 2025195 names$15.3B−$228M
- Q2 2025195 names$15.0B−$660M
- Q1 2025192 names$12.5B−$1.5B
- Q4 2024198 names$15.6B−$376M
- Q3 2024197 names$14.5B−$1.3B
- Q2 2024193 names$16.0B−$1.5B
- Q1 2024183 names$17.5B−$397M
- Q4 2023185 names$17.2B−$907M
- Q3 2023182 names$15.1B−$149M
- Q2 2023181 names$15.9B−$1.3B
- Q1 2023170 names$14.8B+$200M
- Q4 2022170 names$17.1B+$23.5M
- Q3 2022167 names$19.9B+$8.3B
- Q2 2022164 names$4.9B−$72.3M
- Q1 2022137 names$6.3B+$108M
- Q4 2021139 names$7.0B−$10.4M
- Q3 2021137 names$6.4B−$76.1M
- Q2 2021137 names$6.2B+$1.4B
- Q1 2021134 names$5.7B−$180M
- Q4 2020127 names$6.1B−$1.0B
- Q3 2020122 names$6.2B−$383M
- Q2 2020117 names$6.1B+$33.9M
- Q1 2020109 names$4.4B+$97.4M
- Q4 2019105 names$4.7B−$200M
- Q3 201998 names$4.5B−$37.8M
- Q2 201999 names$4.5B+$199M
- Q1 201989 names$4.0B−$85.0M
- Q4 201887 names$3.4B−$403M
- Q3 201885 names$4.4B−$386M
- Q2 201884 names$4.2B−$695M
- Q1 201881 names$4.5B+$648M
- Q4 201779 names$3.7B+$316M
- Q3 201778 names$3.1B+$123M
- Q2 201778 names$2.8B+$160M
- Q1 201771 names$2.5B−$417M
- Q4 201672 names$2.7B+$131M
- Q3 201670 names$2.5B−$30.7M
- Q2 201669 names$2.4B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT14,296,105 shares · 28.7% of their software · price +$81.9M$1.3B−$26.0M
- NetApp, Inc.NTAP6,326,326 shares · 8.6% of their software · price +$40.3M$390M+$256M
- AdobeADBE1,516,149 shares · 7.2% of their software · price +$61.9M$328M+$40.0M
- Fiserv, Inc.FISV4,238,453 shares · 6.7% of their software · price −$254M$302M+$404M
- Palo Alto NetworksPANW1,646,672 shares · 6.6% of their software · price +$60.2M$299M+$6.3M
- SalesforceCRM2,514,179 shares · 6.4% of their software · price +$35.4M$292M−$7.1M
- IntuitINTU1,421,726 shares · 5.4% of their software · price +$22.1M$246M+$35.4M
- OracleORCL3,978,327 shares · 4.0% of their software · price −$6.1M$182M−$61.4M
- FortinetFTNT3,225,749 shares · 3.8% of their software · price +$31.9M$173M−$2.6M
- SS&CSSNC2,004,509 shares · 2.4% of their software · price +$26.4M$108M−$2.1M
- Roper Technologies, Inc.ROP348,188 shares · 2.2% of their software · price +$7.6M$97.7M+$6.1M
- Fair IsaacFICO572,498 shares · 2.1% of their software · price +$9.3M$97.0M+$14.3M
- BroadridgeBR835,305 shares · 2.0% of their software · price +$16.0M$91.6M+$58.6M
- Paychex, Inc.PAYX1,215,534 shares · 1.6% of their software · price −$7.9M$74.9M−$123M
- Euronet Worldwide, Inc.EEFT690,607 shares · 1.2% of their software · price −$3.7M$54.5M+$1.4M
- NetScout Systems, Inc.NTCT1,739,447 shares · 1.0% of their software · price −$7.1M$45.8M+$719K
- Q2QTWO836,820 shares · 0.8% of their software · price +$7.3M$38.1M+$500K
- GuidewireGWRE435,993 shares · 0.8% of their software · price +$2.9M$35.2M−$6.7M
- SynopsysSNPS385,497 shares · 0.7% of their software · price −$771K$32.1M+$26.1M
- CadenceCDNS654,320 shares · 0.5% of their software · price −$3.3M$24.1M+$11.0M
- ACI WorldwideACIW1,008,499 shares · 0.5% of their software · price +$1.1M$23.9M+$21.7M
- VeriSign, Inc.VRSN200,832 shares · 0.5% of their software · price +$827K$23.8M−$507K
- Five9FIVN769,091 shares · 0.5% of their software · price +$3.8M$22.9M−$741K
- VeevaVEEV312,326 shares · 0.5% of their software · price +$5.5M$22.8MFlat
- The Trade DeskTTD456,980 shares · 0.5% of their software · price +$1.8M$22.7M+$20.4M
- Rapid7RPD882,120 shares · 0.5% of their software · price +$6.1M$22.6MFlat
- 8x8EGHT1,000,788 shares · 0.4% of their software$18.7M—
- Automatic Data Processing, Inc.ADP162,424 shares · 0.4% of their software · price −$603K$18.4M−$2.9M
- GoDaddyGDDY262,013 shares · 0.4% of their software · price +$2.9M$16.1M+$10.9M
- AutodeskADSK125,815 shares · 0.3% of their software · price +$2.6M$15.8MFlat
- ServiceNowNOW61,697 shares · 0.2% of their software · price +$2.2M$10.2MFlat
- VeriskVRSK93,117 shares · 0.2% of their software · price +$745K$9.7MFlat
- CoStarCSGP25,107 shares · 0.2% of their software · price +$1.7M$9.1M−$1.0M
- TrimbleTRMB249,742 shares · 0.2% of their software · price −$1.2M$9.0M+$1.2M
- WEX Inc.WEX45,222 shares · 0.2% of their software · price +$696K$7.1MFlat
- WorkdayWDAY49,402 shares · 0.1% of their software · price +$1.3M$6.3MFlat
- AkamaiAKAM85,506 shares · 0.1% of their software · price +$508K$6.1MFlat
- F5, Inc.FFIV37,678 shares · 0.1% of their software · price +$505K$5.4M−$1.5M
- PTCPTC63,160 shares · 0.1% of their software · price +$1.1M$4.9M−$2.1M
- Amdocs LimitedDOX68,978 shares · 0.1% of their software$4.6MFlat
- Block, Inc.XYZ88,097 shares · 0.1% of their software · price +$1.3M$4.3MFlat
- InterDigital, Inc.IDCC51,740 shares · 0.1% of their software$3.8MFlat
- FactSetFDS18,958 shares · 0.1% of their software$3.8MFlat
- ProgressPRGS84,452 shares · 0.1% of their software$3.2M+$2.7M
- Manhattan AssociatesMANH72,107 shares · 0.1% of their software · price −$552K$3.0M−$30.4M
- Tyler TechnologiesTYL12,657 shares · 0.1% of their software$2.7MFlat
- PaycomPAYC21,549 shares · 0.1% of their software · price +$583K$2.3MFlat
- NutanixNTNX46,848 shares · 0.1% of their software · price +$648K$2.3MFlat
- BlackbaudBLKB20,792 shares · 0.0% of their software$2.1MFlat
- RingCentralRNG28,328 shares · 0.0% of their software$1.8MFlat
- HubSpotHUBS15,145 shares · 0.0% of their software$1.6MFlat
- Sabre CorporationSABR75,319 shares · 0.0% of their software$1.6M−$2.0M
- ePlus inc.PLUS18,950 shares · 0.0% of their software$1.5MFlat
- Check PointCHKP14,503 shares · 0.0% of their software$1.4MFlat
- MorningstarMORN14,700 shares · 0.0% of their software$1.4MFlat
- TeradataTDC31,972 shares · 0.0% of their software$1.3MFlat
- TwilioTWLO27,084 shares · 0.0% of their software$1.0MFlat
- QualysQLYS14,101 shares · 0.0% of their software$1.0MFlat
- PegasystemsPEGA15,876 shares · 0.0% of their software$963KFlat
- CommvaultCVLT16,497 shares · 0.0% of their software$944KFlat
- BoxBOX35,108 shares · 0.0% of their software$721KFlat
- PaylocityPCTY11,837 shares · 0.0% of their software$606KFlat
- Strategy IncMSTR4,085 shares · 0.0% of their software$527KFlat
- VaronisVRNS8,416 shares · 0.0% of their software$509KFlat
- SPS CommerceSPSC7,672 shares · 0.0% of their software$492KFlat
- EVERTEC, Inc.EVTC27,624 shares · 0.0% of their software$452KFlat
- BlackLineBL10,531 shares · 0.0% of their software$413KNew · Flat
- Alarm.com Holdings, Inc.ALRM9,254 shares · 0.0% of their software$349KFlat
- OktaOKTA6,556 shares · 0.0% of their software$261KNew · Flat
- WorkivaWK10,056 shares · 0.0% of their software$238KFlat
- Tucows Inc.TCX4,174 shares · 0.0% of their software$234KFlat
- Donnelley Financial Solutions, Inc.DFIN11,864 shares · 0.0% of their software$204KFlat
- Calix, Inc.CALX25,432 shares · 0.0% of their software$174KFlat
- Immersion CorporationIMMR14,136 shares · 0.0% of their software$169KFlat
- Upbound Group, Inc.UPBD19,254 shares · 0.0% of their software$166KFlat
- PDF Solutions, Inc.PDFS13,452 shares · 0.0% of their software$157KFlat
- Agilysys, Inc.AGYS12,691 shares · 0.0% of their software$151KFlat
- A10 Networks, Inc.ATEN22,826 shares · 0.0% of their software$133KFlat
- Mitek Systems, Inc.MITK15,912 shares · 0.0% of their software$118KFlat
- Ribbon Communications Inc.RBBN23,045 shares · 0.0% of their software$118KFlat
- DHI Group, Inc.DHX26,949 shares · 0.0% of their software$43KFlat