Generalist · Atlanta, GA
Voya Investment Management
Q4 2018 · compared with Q3 2018
Filed as Voya Investment Management LLC
- Software
- $3.4B
- Weight of 13F
- 8.5%
- Names
- 87
- Net bought
- −$403M
Filed 14 February 2019 · SEC filing.
2,553 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
- MicrosoftMSFT12,367,851 shares · 36.7% of their software · price −$158M$1.3B−$82.7M
- Fiserv, Inc.FISV4,800,623 shares · 10.3% of their software · price −$42.7M$353M−$34.3M
- GoDaddyGDDY3,692,923 shares · 7.1% of their software · price −$65.6M$242M+$49.7M
- IntuitINTU1,177,190 shares · 6.8% of their software · price −$36.0M$232M+$16.0M
- FortinetFTNT2,342,206 shares · 4.8% of their software · price −$51.2M$165M+$39.3M
- BroadridgeBR1,543,640 shares · 4.3% of their software · price −$55.1M$149M+$135M
- Roper Technologies, Inc.ROP410,830 shares · 3.2% of their software · price −$12.2M$109M+$2.3M
- AdobeADBE477,342 shares · 3.2% of their software · price −$20.9M$108M+$8.8M
- SynopsysSNPS1,135,184 shares · 2.8% of their software · price −$16.3M$95.6M+$6.5M
- OracleORCL1,633,124 shares · 2.2% of their software · price −$10.5M$73.7M−$21.7M
- NetApp, Inc.NTAP1,145,442 shares · 2.0% of their software · price −$30.0M$68.3M−$35.5M
- ACI WorldwideACIW2,130,288 shares · 1.7% of their software · price −$1.0M$58.9M+$9.5M
- VeevaVEEV578,129 shares · 1.5% of their software · price −$11.3M$51.6M−$8.8M
- SalesforceCRM276,103 shares · 1.1% of their software · price −$6.1M$37.8M−$140M
- Q2QTWO643,510 shares · 0.9% of their software · price −$7.1M$31.9M+$20.6M
- PaylocityPCTY476,903 shares · 0.8% of their software · price −$9.6M$28.7M+$3.3M
- The Trade DeskTTD227,657 shares · 0.8% of their software · price −$7.9M$26.4M−$2.2M
- HubSpotHUBS208,420 shares · 0.8% of their software · price −$5.3M$26.2M−$27.2M
- VeriSign, Inc.VRSN173,443 shares · 0.8% of their software · price −$2.1M$25.7M−$4.1M
- CadenceCDNS517,183 shares · 0.7% of their software · price −$952K$22.5M+$5.6M
- Automatic Data Processing, Inc.ADP161,475 shares · 0.6% of their software · price −$3.2M$21.2MFlat
- Paychex, Inc.PAYX294,604 shares · 0.6% of their software · price −$2.5M$19.2MFlat
- Fair IsaacFICO90,369 shares · 0.5% of their software · price −$3.8M$16.9M+$4.9M
- AutodeskADSK118,574 shares · 0.4% of their software · price −$3.3M$15.2MFlat
- Sabre CorporationSABR586,292 shares · 0.4% of their software · price −$2.6M$12.7M+$13.4M
- 8x8EGHT676,033 shares · 0.4% of their software$12.2M—
- AkamaiAKAM198,350 shares · 0.4% of their software · price −$2.4M$12.1M+$7.8M
- Rapid7RPD387,764 shares · 0.4% of their software · price −$2.2M$12.1M−$15.6M
- VeriskVRSK90,354 shares · 0.3% of their software · price −$1.0M$9.9MFlat
- ServiceNowNOW54,967 shares · 0.3% of their software · price −$966K$9.8MFlat
- PTCPTC107,276 shares · 0.3% of their software · price −$2.5M$8.9M+$1.4M
- WEX Inc.WEX61,070 shares · 0.2% of their software · price −$3.7M$8.6M+$3.1M
- InterDigital, Inc.IDCC116,218 shares · 0.2% of their software · price −$1.6M$7.7MFlat
- SS&CSSNC161,364 shares · 0.2% of their software · price −$1.9M$7.3MFlat
- WorkdayWDAY44,872 shares · 0.2% of their software · price +$615K$7.2MFlat
- TrimbleTRMB212,783 shares · 0.2% of their software · price −$2.2M$7.0MFlat
- Euronet Worldwide, Inc.EEFT54,394 shares · 0.2% of their software$5.6MFlat
- F5, Inc.FFIV33,903 shares · 0.2% of their software · price −$1.3M$5.5MFlat
- Palo Alto NetworksPANW28,119 shares · 0.2% of their software · price −$1.0M$5.3M−$281M
- Block, Inc.XYZ90,394 shares · 0.1% of their software · price −$3.9M$5.1MFlat
- Amdocs LimitedDOX68,919 shares · 0.1% of their software · price −$510K$4.0MFlat
- CoStarCSGP11,050 shares · 0.1% of their software · price −$923K$3.7MFlat
- FactSetFDS18,476 shares · 0.1% of their software$3.7M+$563K
- Tyler TechnologiesTYL16,702 shares · 0.1% of their software · price −$989K$3.1MFlat
- ProgressPRGS62,460 shares · 0.1% of their software$2.2MFlat
- TwilioTWLO22,783 shares · 0.1% of their software$2.0MFlat
- GuidewireGWRE25,041 shares · 0.1% of their software · price −$520K$2.0MFlat
- PaycomPAYC15,329 shares · 0.1% of their software · price −$505K$1.9MFlat
- Manhattan AssociatesMANH44,279 shares · 0.1% of their software · price −$542K$1.9M−$1.1M
- QualysQLYS24,310 shares · 0.1% of their software$1.8M+$531K
- NutanixNTNX43,235 shares · 0.1% of their software$1.8MFlat
- EVERTEC, Inc.EVTC61,409 shares · 0.1% of their software$1.8M+$894K
- RingCentralRNG21,075 shares · 0.1% of their software$1.7MFlat
- OktaOKTA26,472 shares · 0.0% of their software$1.7MFlat
- Check PointCHKP15,935 shares · 0.0% of their software$1.6MFlat
- MorningstarMORN14,744 shares · 0.0% of their software$1.6MFlat
- NetScout Systems, Inc.NTCT56,288 shares · 0.0% of their software$1.3M−$25.4M
- ePlus inc.PLUS18,336 shares · 0.0% of their software$1.3MFlat
- TeradataTDC33,232 shares · 0.0% of their software$1.3MFlat
- BlackbaudBLKB19,811 shares · 0.0% of their software · price −$764K$1.2MFlat
- LiveRamp Holdings, Inc.RAMP32,089 shares · 0.0% of their software$1.2MNew · +$1.6M
- Five9FIVN23,590 shares · 0.0% of their software$1.0M−$23.5M
- ZscalerZS25,111 shares · 0.0% of their software$985K+$820K
- SPS CommerceSPSC11,733 shares · 0.0% of their software$967KFlat
- CommvaultCVLT16,339 shares · 0.0% of their software$965KFlat
- DocuSignDOCU22,708 shares · 0.0% of their software$910KFlat
- BoxBOX50,542 shares · 0.0% of their software$853KFlat
- Strategy IncMSTR6,483 shares · 0.0% of their software$828KFlat
- Alarm.com Holdings, Inc.ALRM12,730 shares · 0.0% of their software$660KFlat
- BlackLineBL15,832 shares · 0.0% of their software$648K−$34.8M
- VaronisVRNS11,310 shares · 0.0% of their software$598KFlat
- PegasystemsPEGA11,620 shares · 0.0% of their software$556KFlat
- YextYEXT33,716 shares · 0.0% of their software$501KFlat
- WixWIX5,172 shares · 0.0% of their software$467KNew · +$619K
- WorkivaWK12,213 shares · 0.0% of their software$438KFlat
- AppFolioAPPF6,558 shares · 0.0% of their software$388KFlat
- Upbound Group, Inc.UPBD18,833 shares · 0.0% of their software$305KFlat
- Tucows Inc.TCX4,110 shares · 0.0% of their software$247KFlat
- Calix, Inc.CALX21,025 shares · 0.0% of their software$205KFlat
- Donnelley Financial Solutions, Inc.DFIN13,758 shares · 0.0% of their software$193KFlat
- OneSpan Inc.OSPN14,119 shares · 0.0% of their software$183KFlat
- Mitek Systems, Inc.MITK14,650 shares · 0.0% of their software$158KFlat
- Agilysys, Inc.AGYS10,865 shares · 0.0% of their software$156KFlat
- A10 Networks, Inc.ATEN22,826 shares · 0.0% of their software$142KFlat
- Immersion CorporationIMMR12,287 shares · 0.0% of their software$110KFlat
- Ribbon Communications Inc.RBBN22,465 shares · 0.0% of their software$108KFlat
- PDF Solutions, Inc.PDFS11,682 shares · 0.0% of their software$98KFlat