Generalist · Atlanta, GA
Voya Investment Management
Q2 2019 · compared with Q1 2019
Filed as Voya Investment Management LLC
- Software
- $4.5B
- Weight of 13F
- 9.8%
- Names
- 99
- Net bought
- +$199M
Filed 14 August 2019 · 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
- MicrosoftMSFT12,366,432 shares · 36.4% of their software · price +$198M$1.7B−$26.8M
- Fiserv, Inc.FISV3,820,504 shares · 7.7% of their software · price +$11.0M$348M−$66.2M
- IntuitINTU1,142,434 shares · 6.6% of their software$299M+$26.8M
- GoDaddyGDDY3,892,007 shares · 6.0% of their software · price −$19.6M$273M+$6.2M
- SalesforceCRM1,718,872 shares · 5.7% of their software · price −$11.4M$261M+$228M
- BroadridgeBR1,613,367 shares · 4.5% of their software · price +$38.7M$206M−$61.3M
- AdobeADBE575,206 shares · 3.7% of their software · price +$16.2M$169M+$20.1M
- SynopsysSNPS1,264,055 shares · 3.6% of their software · price +$17.1M$163M+$27.2M
- Euronet Worldwide, Inc.EEFT875,128 shares · 3.2% of their software · price +$22.4M$147M+$120M
- FactSetFDS361,056 shares · 2.3% of their software · price +$13.8M$103M−$1.5M
- Roper Technologies, Inc.ROP276,810 shares · 2.2% of their software · price +$6.7M$101M−$15.5M
- OracleORCL1,737,765 shares · 2.2% of their software · price +$5.7M$99.0M+$12.6M
- VeevaVEEV571,935 shares · 2.0% of their software · price +$20.2M$92.7M+$7.3M
- ACI WorldwideACIW2,019,892 shares · 1.5% of their software · price +$3.0M$69.4M+$792K
- HubSpotHUBS307,674 shares · 1.2% of their software · price +$1.3M$52.5M−$26.0M
- Five9FIVN676,822 shares · 0.8% of their software · price −$1.0M$34.7M+$34.5M
- CadenceCDNS442,591 shares · 0.7% of their software · price +$3.2M$31.3M−$2.2M
- Paychex, Inc.PAYX370,871 shares · 0.7% of their software · price +$775K$30.5M+$7.4M
- Automatic Data Processing, Inc.ADP179,167 shares · 0.7% of their software · price +$1.0M$29.6M+$2.0M
- VeriSign, Inc.VRSN139,417 shares · 0.6% of their software · price +$3.8M$29.2M−$3.3M
- Q2QTWO361,811 shares · 0.6% of their software · price +$2.6M$27.6M−$1.6M
- FortinetFTNT329,573 shares · 0.6% of their software · price −$2.4M$25.3M−$30.8M
- Rapid7RPD423,939 shares · 0.5% of their software · price +$3.1M$24.5M−$3.9M
- Fair IsaacFICO67,684 shares · 0.5% of their software · price +$2.9M$21.3M−$1.8M
- NetApp, Inc.NTAP321,959 shares · 0.4% of their software · price −$2.5M$19.9M−$5.0M
- Sabre CorporationSABR792,903 shares · 0.4% of their software · price +$642K$17.6M−$1.4M
- PaylocityPCTY185,556 shares · 0.4% of their software · price +$859K$17.4M−$12.9M
- AkamaiAKAM196,011 shares · 0.3% of their software · price +$1.7M$15.7MFlat
- Amdocs LimitedDOX246,040 shares · 0.3% of their software · price +$2.0M$15.3M+$4.2M
- AutodeskADSK86,758 shares · 0.3% of their software · price +$614K$14.1M−$4.5M
- VeriskVRSK90,617 shares · 0.3% of their software · price +$1.2M$13.3MFlat
- WEX Inc.WEX52,766 shares · 0.2% of their software · price +$850K$11.0M+$949K
- PTCPTC83,530 shares · 0.2% of their software$7.5M−$1.2M
- OpenTextOTEX169,663 shares · 0.2% of their software$7.0M+$3.4M
- Palo Alto NetworksPANW33,184 shares · 0.1% of their software · price −$1.3M$6.8M+$1.6M
- Block, Inc.XYZ92,266 shares · 0.1% of their software$6.7M+$517K
- TrimbleTRMB142,228 shares · 0.1% of their software · price +$670K$6.4M−$770K
- InterDigital, Inc.IDCC99,025 shares · 0.1% of their software$6.4M+$922K
- ServiceNowNOW21,551 shares · 0.1% of their software · price +$605K$5.9M−$7.5M
- F5, Inc.FFIV38,545 shares · 0.1% of their software$5.6M+$983K
- CoStarCSGP9,970 shares · 0.1% of their software · price +$874K$5.5MFlat
- TwilioTWLO31,970 shares · 0.1% of their software$4.4M+$814K
- WorkdayWDAY18,718 shares · 0.1% of their software$3.8M−$4.6M
- OktaOKTA28,284 shares · 0.1% of their software · price +$1.2M$3.5MFlat
- SS&CSSNC59,201 shares · 0.1% of their software$3.4M−$4.7M
- The Trade DeskTTD14,452 shares · 0.1% of their software$3.3M−$27.2M
- PaycomPAYC13,638 shares · 0.1% of their software · price +$513K$3.1MFlat
- Tyler TechnologiesTYL13,551 shares · 0.1% of their software$2.9MFlat
- ProgressPRGS59,595 shares · 0.1% of their software$2.6MFlat
- GuidewireGWRE22,597 shares · 0.1% of their software$2.3MFlat
- RingCentralRNG19,382 shares · 0.0% of their software$2.2MFlat
- DocuSignDOCU42,307 shares · 0.0% of their software$2.1M+$1.0M
- QualysQLYS23,605 shares · 0.0% of their software$2.1MFlat
- EVERTEC, Inc.EVTC58,914 shares · 0.0% of their software$1.9MFlat
- Check PointCHKP14,287 shares · 0.0% of their software$1.7MFlat
- MorningstarMORN11,368 shares · 0.0% of their software$1.6MFlat
- BlackbaudBLKB19,552 shares · 0.0% of their software$1.6MFlat
- DropboxDBX58,588 shares · 0.0% of their software$1.5MNew · +$1.3M
- LiveRamp Holdings, Inc.RAMP27,343 shares · 0.0% of their software$1.3MFlat
- ZscalerZS17,015 shares · 0.0% of their software$1.3M−$542K
- Manhattan AssociatesMANH17,821 shares · 0.0% of their software$1.2M−$1.0M
- SPS CommerceSPSC11,546 shares · 0.0% of their software$1.2MFlat
- Alarm.com Holdings, Inc.ALRM21,646 shares · 0.0% of their software$1.2MFlat
- TeradataTDC32,276 shares · 0.0% of their software$1.2MFlat
- Upbound Group, Inc.UPBD41,244 shares · 0.0% of their software$1.1MFlat
- MongoDBMDB6,624 shares · 0.0% of their software$1.0MNew · +$974K
- NutanixNTNX38,764 shares · 0.0% of their software$1.0MFlat
- BoxBOX53,193 shares · 0.0% of their software$937KFlat
- 8x8EGHT37,519 shares · 0.0% of their software$904KFlat
- BlackLineBL16,420 shares · 0.0% of their software$879KFlat
- WorkivaWK13,934 shares · 0.0% of their software$809KFlat
- Uber Technologies, Inc.UBER16,867 shares · 0.0% of their software$782KNew · +$782K
- CommvaultCVLT15,680 shares · 0.0% of their software$778KFlat
- NetScout Systems, Inc.NTCT30,572 shares · 0.0% of their software$776K−$1.0M
- ElasticESTC10,330 shares · 0.0% of their software$771KNew · +$825K
- WixWIX5,321 shares · 0.0% of their software$756KFlat
- PegasystemsPEGA10,552 shares · 0.0% of their software$751KFlat
- YextYEXT36,056 shares · 0.0% of their software$724KFlat
- ePlus inc.PLUS10,368 shares · 0.0% of their software$715KFlat
- VaronisVRNS11,502 shares · 0.0% of their software$712KFlat
- AppFolioAPPF6,483 shares · 0.0% of their software$663KFlat
- Strategy IncMSTR3,538 shares · 0.0% of their software$507KFlat
- Bandwidth Inc.BAND6,170 shares · 0.0% of their software$463KNew · Flat
- AppianAPPN12,044 shares · 0.0% of their software$434KNew · Flat
- Lyft, Inc.LYFT6,133 shares · 0.0% of their software$403KNew · Flat
- TenableTENB13,771 shares · 0.0% of their software$393KFlat
- Tucows Inc.TCX4,171 shares · 0.0% of their software$255KFlat
- OneSpan Inc.OSPN13,873 shares · 0.0% of their software$197KFlat
- Donnelley Financial Solutions, Inc.DFIN13,758 shares · 0.0% of their software$184KFlat
- A10 Networks, Inc.ATEN25,447 shares · 0.0% of their software$174KFlat
- Paysign, Inc.PAYS12,081 shares · 0.0% of their software$162KNew · Flat
- Digital TurbineAPPS32,001 shares · 0.0% of their software$160KNew · Flat
- Mitek Systems, Inc.MITK15,507 shares · 0.0% of their software$154KFlat
- PDF Solutions, Inc.PDFS11,682 shares · 0.0% of their software$153KFlat
- Ribbon Communications Inc.RBBN25,643 shares · 0.0% of their software$125KFlat
- Calix, Inc.CALX18,938 shares · 0.0% of their software$124KFlat
- Immersion CorporationIMMR12,362 shares · 0.0% of their software$94KFlat
- DHI Group, Inc.DHX19,900 shares · 0.0% of their software$71KNew · Flat
- Rimini Street, Inc.RMNI11,730 shares · 0.0% of their software$62KNew · Flat