Generalist · Atlanta, GA
Voya Investment Management
Q3 2019 · compared with Q2 2019
Filed as Voya Investment Management LLC
- Software
- $4.5B
- Weight of 13F
- 10.0%
- Names
- 98
- Net bought
- −$37.8M
Filed 14 November 2019 · SEC filing.
2,532 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
- MicrosoftMSFT12,393,640 shares · 37.9% of their software · price +$62.8M$1.7BFlat
- Fiserv, Inc.FISV4,259,772 shares · 9.7% of their software · price +$52.9M$441M+$40.0M
- IntuitINTU1,406,961 shares · 8.2% of their software · price +$6.5M$374M+$69.1M
- SalesforceCRM1,987,662 shares · 6.5% of their software · price −$6.5M$295M+$40.8M
- SynopsysSNPS2,062,231 shares · 6.2% of their software · price +$17.7M$283M+$103M
- GoDaddyGDDY3,770,530 shares · 5.5% of their software · price −$15.7M$249M−$8.5M
- AdobeADBE574,979 shares · 3.5% of their software · price −$10.6M$159MFlat
- Euronet Worldwide, Inc.EEFT801,579 shares · 2.6% of their software · price −$17.6M$117M−$12.4M
- Roper Technologies, Inc.ROP285,321 shares · 2.2% of their software · price −$2.8M$102M+$3.1M
- FactSetFDS336,566 shares · 1.8% of their software · price −$14.7M$81.8M−$7.0M
- OracleORCL1,470,348 shares · 1.8% of their software · price −$2.9M$80.9M−$15.2M
- Five9FIVN1,009,543 shares · 1.2% of their software · price +$2.5M$54.3M+$17.1M
- VeevaVEEV324,182 shares · 1.1% of their software · price −$3.1M$49.5M−$40.2M
- ACI WorldwideACIW1,573,257 shares · 1.1% of their software · price −$4.7M$49.3M−$15.3M
- HubSpotHUBS293,375 shares · 1.0% of their software · price −$5.5M$44.5M−$2.4M
- VeriSign, Inc.VRSN172,060 shares · 0.7% of their software · price −$3.5M$32.5M+$6.8M
- Paychex, Inc.PAYX361,653 shares · 0.7% of their software$29.9M−$759K
- CadenceCDNS441,408 shares · 0.6% of their software · price −$2.1M$29.2MFlat
- Automatic Data Processing, Inc.ADP174,755 shares · 0.6% of their software · price −$683K$28.2M−$729K
- FortinetFTNT322,902 shares · 0.5% of their software$24.8M−$513K
- BroadridgeBR172,922 shares · 0.5% of their software · price −$562K$21.5M−$184M
- Rapid7RPD432,508 shares · 0.4% of their software · price −$5.4M$19.6MFlat
- Fair IsaacFICO61,669 shares · 0.4% of their software · price −$648K$18.7M−$1.9M
- AkamaiAKAM183,586 shares · 0.4% of their software · price +$2.1M$16.8M−$996K
- Q2QTWO196,741 shares · 0.3% of their software$15.5M−$12.6M
- Amdocs LimitedDOX227,661 shares · 0.3% of their software · price +$915K$15.1M−$1.1M
- Sabre CorporationSABR657,691 shares · 0.3% of their software$14.7M−$3.0M
- EVERTEC, Inc.EVTC468,230 shares · 0.3% of their software · price −$693K$14.6M+$13.4M
- VeriskVRSK91,306 shares · 0.3% of their software · price +$1.1M$14.4MFlat
- AutodeskADSK85,892 shares · 0.3% of their software · price −$1.3M$12.7MFlat
- WEX Inc.WEX50,322 shares · 0.2% of their software$10.2M−$509K
- Tyler TechnologiesTYL28,281 shares · 0.2% of their software · price +$1.3M$7.4M+$3.2M
- NetApp, Inc.NTAP138,282 shares · 0.2% of their software · price −$1.3M$7.3M−$11.3M
- OpenTextOTEX177,618 shares · 0.2% of their software$7.3MFlat
- TrimbleTRMB169,761 shares · 0.1% of their software · price −$1.1M$6.6M+$1.2M
- CoStarCSGP10,116 shares · 0.1% of their software$6.0MFlat
- Block, Inc.XYZ93,323 shares · 0.1% of their software · price −$987K$5.8MFlat
- ServiceNowNOW21,760 shares · 0.1% of their software$5.5MFlat
- F5, Inc.FFIV38,691 shares · 0.1% of their software$5.4MFlat
- Palo Alto NetworksPANW25,798 shares · 0.1% of their software$5.3M−$1.5M
- RingCentralRNG30,704 shares · 0.1% of their software$3.9M+$1.3M
- TwilioTWLO32,889 shares · 0.1% of their software · price −$868K$3.6MFlat
- The Trade DeskTTD18,175 shares · 0.1% of their software · price −$731K$3.4M+$848K
- WorkdayWDAY18,435 shares · 0.1% of their software · price −$657K$3.1MFlat
- SS&CSSNC58,795 shares · 0.1% of their software$3.0MFlat
- PaycomPAYC13,539 shares · 0.1% of their software$2.8MFlat
- OktaOKTA28,077 shares · 0.1% of their software · price −$703K$2.8MFlat
- DocuSignDOCU41,997 shares · 0.1% of their software · price +$513K$2.6MFlat
- PaylocityPCTY25,647 shares · 0.1% of their software$2.5M−$15.0M
- GuidewireGWRE22,431 shares · 0.1% of their software$2.4MFlat
- ProgressPRGS59,255 shares · 0.0% of their software$2.3MFlat
- Check PointCHKP19,278 shares · 0.0% of their software$2.1M+$577K
- PTCPTC28,579 shares · 0.0% of their software · price −$617K$1.9M−$4.9M
- QualysQLYS23,400 shares · 0.0% of their software$1.8MFlat
- BlackbaudBLKB19,423 shares · 0.0% of their software$1.8MFlat
- MorningstarMORN11,546 shares · 0.0% of their software$1.7MFlat
- Manhattan AssociatesMANH18,336 shares · 0.0% of their software$1.5MFlat
- MongoDBMDB11,494 shares · 0.0% of their software$1.4M+$741K
- DropboxDBX63,517 shares · 0.0% of their software$1.3MFlat
- Upbound Group, Inc.UPBD48,111 shares · 0.0% of their software$1.2MFlat
- SPS CommerceSPSC25,545 shares · 0.0% of their software · price −$1.4M$1.2M+$1.4M
- LiveRamp Holdings, Inc.RAMP26,816 shares · 0.0% of their software$1.2MFlat
- NutanixNTNX38,504 shares · 0.0% of their software$1.0MFlat
- Alarm.com Holdings, Inc.ALRM21,584 shares · 0.0% of their software$1.0MFlat
- ElasticESTC12,184 shares · 0.0% of their software$1.0MFlat
- TeradataTDC31,218 shares · 0.0% of their software$968KFlat
- WixWIX7,756 shares · 0.0% of their software$905KFlat
- BoxBOX53,193 shares · 0.0% of their software$881KFlat
- WorkivaWK19,358 shares · 0.0% of their software$848KFlat
- ZscalerZS16,964 shares · 0.0% of their software$802KFlat
- BlackLineBL16,420 shares · 0.0% of their software$785KFlat
- 8x8EGHT37,519 shares · 0.0% of their software$777KFlat
- ePlus inc.PLUS10,185 shares · 0.0% of their software$775KFlat
- PegasystemsPEGA10,481 shares · 0.0% of their software$713KFlat
- NetScout Systems, Inc.NTCT30,159 shares · 0.0% of their software$695KFlat
- CommvaultCVLT15,458 shares · 0.0% of their software$691KFlat
- VaronisVRNS11,502 shares · 0.0% of their software$688KFlat
- InterDigital, Inc.IDCC12,997 shares · 0.0% of their software$682K−$5.5M
- AppFolioAPPF6,381 shares · 0.0% of their software$607KFlat
- YextYEXT36,056 shares · 0.0% of their software$573KFlat
- AppianAPPN12,044 shares · 0.0% of their software$572KFlat
- Strategy IncMSTR3,451 shares · 0.0% of their software$512KFlat
- Uber Technologies, Inc.UBER16,662 shares · 0.0% of their software$508KFlat
- Bandwidth Inc.BAND6,170 shares · 0.0% of their software$402KFlat
- TenableTENB13,771 shares · 0.0% of their software$308KFlat
- Lyft, Inc.LYFT6,127 shares · 0.0% of their software$250KFlat
- Tucows Inc.TCX4,171 shares · 0.0% of their software$226KFlat
- OneSpan Inc.OSPN13,873 shares · 0.0% of their software$201KFlat
- Digital TurbineAPPS30,899 shares · 0.0% of their software$199KFlat
- A10 Networks, Inc.ATEN23,816 shares · 0.0% of their software$165KFlat
- Donnelley Financial Solutions, Inc.DFIN12,762 shares · 0.0% of their software$157KFlat
- PDF Solutions, Inc.PDFS10,807 shares · 0.0% of their software$141KFlat
- Mitek Systems, Inc.MITK14,495 shares · 0.0% of their software$140KFlat
- Ribbon Communications Inc.RBBN22,988 shares · 0.0% of their software$134KFlat
- Paysign, Inc.PAYS12,081 shares · 0.0% of their software$122KFlat
- Calix, Inc.CALX16,990 shares · 0.0% of their software$109KFlat
- Immersion CorporationIMMR12,362 shares · 0.0% of their software$95KFlat
- DHI Group, Inc.DHX19,900 shares · 0.0% of their software$77KFlat