Generalist · Atlanta, GA
Voya Investment Management
Q3 2018 · compared with Q2 2018
Filed as Voya Investment Management LLC
- Software
- $4.4B
- Weight of 13F
- 9.1%
- Names
- 85
- Net bought
- −$386M
Filed 14 November 2018 · SEC filing.
2,581 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
- MicrosoftMSFT13,090,812 shares · 33.7% of their software · price +$206M$1.5B−$59.5M
- Fiserv, Inc.FISV5,217,040 shares · 9.7% of their software · price +$43.2M$430M−$27.3M
- Palo Alto NetworksPANW1,274,403 shares · 6.5% of their software · price +$25.2M$287M−$37.9M
- GoDaddyGDDY3,097,080 shares · 5.8% of their software · price +$39.6M$258M+$89.2M
- IntuitINTU1,106,821 shares · 5.7% of their software · price +$25.6M$252M+$43.2M
- SalesforceCRM1,159,515 shares · 4.2% of their software · price +$26.2M$184M−$31.2M
- FortinetFTNT1,915,977 shares · 4.0% of their software · price +$57.2M$177M−$24.6M
- NetApp, Inc.NTAP1,559,279 shares · 3.0% of their software · price +$11.5M$134M−$36.7M
- AdobeADBE444,644 shares · 2.7% of their software · price +$11.6M$120M−$113M
- Roper Technologies, Inc.ROP403,066 shares · 2.7% of their software · price +$8.2M$119M+$21.6M
- OracleORCL2,054,022 shares · 2.4% of their software · price +$15.4M$106M−$7.2M
- SynopsysSNPS1,068,774 shares · 2.4% of their software · price +$13.9M$105M+$11.4M
- VeevaVEEV659,065 shares · 1.6% of their software · price +$21.1M$71.8M+$27.4M
- BroadridgeBR522,717 shares · 1.6% of their software · price +$8.8M$69.0M−$52.2M
- HubSpotHUBS388,506 shares · 1.3% of their software · price +$9.9M$58.6M+$20.9M
- ACI WorldwideACIW1,794,387 shares · 1.1% of their software · price +$6.2M$50.5M+$16.5M
- The Trade DeskTTD242,258 shares · 0.8% of their software · price +$13.8M$36.6M+$21.6M
- BlackLineBL632,050 shares · 0.8% of their software · price +$8.2M$35.7M−$7.2M
- PaylocityPCTY436,312 shares · 0.8% of their software · price +$9.4M$35.0M−$587K
- VeriSign, Inc.VRSN199,196 shares · 0.7% of their software · price +$4.5M$31.9M−$1.2M
- Rapid7RPD810,991 shares · 0.7% of their software · price +$7.1M$29.9M−$2.4M
- NetScout Systems, Inc.NTCT1,060,583 shares · 0.6% of their software · price −$4.7M$26.8M−$19.6M
- Five9FIVN562,307 shares · 0.6% of their software · price +$5.1M$24.6M−$7.5M
- Automatic Data Processing, Inc.ADP161,136 shares · 0.5% of their software · price +$2.7M$24.3M−$539K
- Paychex, Inc.PAYX296,336 shares · 0.5% of their software · price +$1.6M$21.8M−$500K
- 8x8EGHT991,062 shares · 0.5% of their software$21.1M—
- AutodeskADSK118,126 shares · 0.4% of their software · price +$3.0M$18.4MFlat
- Q2QTWO303,563 shares · 0.4% of their software · price +$1.1M$18.4M−$19.0M
- CadenceCDNS394,202 shares · 0.4% of their software · price +$792K$17.9M−$9.0M
- Fair IsaacFICO69,084 shares · 0.4% of their software · price +$2.4M$15.8M−$45.6M
- VeriskVRSK90,206 shares · 0.2% of their software · price +$1.2M$10.9MFlat
- ServiceNowNOW54,016 shares · 0.2% of their software · price +$1.3M$10.6MFlat
- PTCPTC93,960 shares · 0.2% of their software · price +$1.2M$10.0M+$1.8M
- WEX Inc.WEX45,493 shares · 0.2% of their software$9.1MFlat
- InterDigital, Inc.IDCC114,139 shares · 0.2% of their software$9.1MFlat
- TrimbleTRMB204,953 shares · 0.2% of their software · price +$2.2M$8.9M−$1.7M
- Block, Inc.XYZ88,204 shares · 0.2% of their software · price +$3.3M$8.7MFlat
- SS&CSSNC152,809 shares · 0.2% of their software · price +$753K$8.7M−$93.7M
- F5, Inc.FFIV33,886 shares · 0.2% of their software · price +$914K$6.8MFlat
- AkamaiAKAM92,002 shares · 0.2% of their software$6.7MFlat
- WorkdayWDAY44,770 shares · 0.1% of their software · price +$1.1M$6.5MFlat
- Euronet Worldwide, Inc.EEFT55,772 shares · 0.1% of their software · price +$917K$5.6M−$41.2M
- CoStarCSGP11,025 shares · 0.1% of their software$4.6MFlat
- Amdocs LimitedDOX66,605 shares · 0.1% of their software$4.4MFlat
- Tyler TechnologiesTYL14,902 shares · 0.1% of their software$3.7M+$678K
- FactSetFDS15,961 shares · 0.1% of their software$3.6MFlat
- Manhattan AssociatesMANH64,046 shares · 0.1% of their software$3.5MFlat
- GuidewireGWRE24,645 shares · 0.1% of their software$2.5MFlat
- PaycomPAYC15,294 shares · 0.1% of their software · price +$865K$2.4MFlat
- ProgressPRGS62,514 shares · 0.0% of their software$2.2M−$767K
- BlackbaudBLKB19,348 shares · 0.0% of their software$2.0MFlat
- MorningstarMORN15,394 shares · 0.0% of their software$1.9MFlat
- RingCentralRNG20,565 shares · 0.0% of their software$1.9MFlat
- Sabre CorporationSABR73,248 shares · 0.0% of their software$1.9MFlat
- TwilioTWLO22,065 shares · 0.0% of their software · price +$668K$1.9MFlat
- OktaOKTA26,416 shares · 0.0% of their software · price +$528K$1.9MFlat
- Check PointCHKP15,415 shares · 0.0% of their software$1.8MFlat
- ePlus inc.PLUS18,257 shares · 0.0% of their software$1.7MFlat
- QualysQLYS18,347 shares · 0.0% of their software$1.6MFlat
- DocuSignDOCU28,572 shares · 0.0% of their software$1.5M+$1.1M
- NutanixNTNX32,807 shares · 0.0% of their software$1.4MFlat
- TeradataTDC33,031 shares · 0.0% of their software$1.2MFlat
- Strategy IncMSTR8,640 shares · 0.0% of their software$1.2M+$637K
- BoxBOX48,925 shares · 0.0% of their software$1.2MFlat
- CommvaultCVLT15,823 shares · 0.0% of their software$1.1MFlat
- VaronisVRNS10,084 shares · 0.0% of their software$739KFlat
- PegasystemsPEGA11,589 shares · 0.0% of their software$725KFlat
- YextYEXT30,123 shares · 0.0% of their software$714KFlat
- SPS CommerceSPSC6,783 shares · 0.0% of their software$673KFlat
- Alarm.com Holdings, Inc.ALRM11,291 shares · 0.0% of their software$648KFlat
- EVERTEC, Inc.EVTC24,330 shares · 0.0% of their software$586KFlat
- WorkivaWK11,406 shares · 0.0% of their software$451KFlat
- AppFolioAPPF5,159 shares · 0.0% of their software$404KFlat
- Upbound Group, Inc.UPBD17,248 shares · 0.0% of their software$248KFlat
- OneSpan Inc.OSPN12,407 shares · 0.0% of their software$236KFlat
- Tucows Inc.TCX3,876 shares · 0.0% of their software$216KFlat
- Donnelley Financial Solutions, Inc.DFIN11,864 shares · 0.0% of their software$213KFlat
- ZscalerZS5,015 shares · 0.0% of their software$205KNew · Flat
- Agilysys, Inc.AGYS10,865 shares · 0.0% of their software$177KFlat
- Calix, Inc.CALX21,826 shares · 0.0% of their software$177KFlat
- A10 Networks, Inc.ATEN22,826 shares · 0.0% of their software$139KFlat
- Ribbon Communications Inc.RBBN19,588 shares · 0.0% of their software$134KFlat
- Immersion CorporationIMMR12,287 shares · 0.0% of their software$130KFlat
- PDF Solutions, Inc.PDFS11,682 shares · 0.0% of their software$105KFlat
- Mitek Systems, Inc.MITK13,438 shares · 0.0% of their software$95KFlat