Generalist · Atlanta, GA
Voya Investment Management
Q4 2019 · compared with Q3 2019
Filed as Voya Investment Management LLC
- Software
- $4.7B
- Weight of 13F
- 9.7%
- Names
- 105
- Net bought
- −$200M
Filed 14 February 2020 · SEC filing.
2,674 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
- MicrosoftMSFT10,751,594 shares · 36.0% of their software · price +$201M$1.7B−$228M
- Fiserv, Inc.FISV4,182,240 shares · 10.3% of their software · price +$50.4M$484M−$8.0M
- IntuitINTU1,679,824 shares · 9.3% of their software · price −$6.7M$440M+$72.6M
- Roper Technologies, Inc.ROP813,107 shares · 6.1% of their software · price −$1.9M$288M+$188M
- SalesforceCRM1,754,370 shares · 6.1% of their software · price +$24.9M$285M−$34.6M
- SynopsysSNPS1,826,794 shares · 5.4% of their software · price +$3.6M$254M−$32.3M
- AdobeADBE620,728 shares · 4.3% of their software · price +$33.2M$205M+$12.6M
- GoDaddyGDDY2,667,818 shares · 3.8% of their software · price +$5.2M$181M−$72.8M
- OracleORCL1,477,604 shares · 1.7% of their software · price −$3.0M$78.3MFlat
- VeevaVEEV486,756 shares · 1.5% of their software · price −$5.9M$68.5M+$24.8M
- Five9FIVN985,385 shares · 1.4% of their software · price +$11.7M$64.6M−$1.3M
- Fair IsaacFICO165,434 shares · 1.3% of their software · price +$11.8M$62.0M+$31.5M
- Euronet Worldwide, Inc.EEFT276,400 shares · 0.9% of their software · price +$3.1M$43.6M−$76.8M
- Automatic Data Processing, Inc.ADP203,307 shares · 0.7% of their software · price +$1.8M$34.7M+$4.6M
- VeriSign, Inc.VRSN173,110 shares · 0.7% of their software · price +$701K$33.4MFlat
- Paychex, Inc.PAYX378,404 shares · 0.7% of their software · price +$867K$32.2M+$1.4M
- HubSpotHUBS201,102 shares · 0.7% of their software · price +$1.4M$31.9M−$14.0M
- CadenceCDNS450,821 shares · 0.7% of their software · price +$1.5M$31.3M+$622K
- FortinetFTNT291,733 shares · 0.7% of their software · price +$8.8M$31.1M−$2.4M
- ServiceNowNOW79,014 shares · 0.5% of their software · price +$2.2M$22.3M+$14.5M
- BroadridgeBR175,178 shares · 0.5% of their software$21.6MFlat
- Q2QTWO239,336 shares · 0.4% of their software · price +$529K$19.4M+$3.4M
- Rapid7RPD340,467 shares · 0.4% of their software · price +$3.6M$19.1M−$4.2M
- EVERTEC, Inc.EVTC513,382 shares · 0.4% of their software · price +$1.4M$17.5M+$1.4M
- AutodeskADSK92,748 shares · 0.4% of their software · price +$3.3M$17.0M+$1.0M
- AkamaiAKAM193,639 shares · 0.4% of their software · price −$968K$16.7M+$919K
- VeriskVRSK105,408 shares · 0.3% of their software · price −$928K$15.7M+$2.2M
- F5, Inc.FFIV108,969 shares · 0.3% of their software$15.2M+$9.9M
- Amdocs LimitedDOX208,713 shares · 0.3% of their software · price +$1.3M$15.1M−$1.3M
- Sabre CorporationSABR570,881 shares · 0.3% of their software$12.8M−$1.9M
- NetApp, Inc.NTAP176,490 shares · 0.2% of their software · price +$1.7M$11.0M+$2.0M
- CoStarCSGP16,251 shares · 0.2% of their software$9.7M+$3.6M
- Palo Alto NetworksPANW34,872 shares · 0.2% of their software · price +$956K$8.1M+$1.8M
- Block, Inc.XYZ126,479 shares · 0.2% of their software$7.9M+$2.1M
- WEX Inc.WEX32,249 shares · 0.1% of their software$6.8M−$3.7M
- Gen DigitalGEN263,013 shares · 0.1% of their software$6.7MNew · +$6.2M
- OpenTextOTEX146,645 shares · 0.1% of their software$6.5M−$1.3M
- FactSetFDS24,047 shares · 0.1% of their software · price +$609K$6.5M−$75.9M
- Tyler TechnologiesTYL17,909 shares · 0.1% of their software · price +$672K$5.4M−$2.7M
- PaycomPAYC18,102 shares · 0.1% of their software · price +$1.0M$4.8M+$956K
- SS&CSSNC77,314 shares · 0.1% of their software · price +$760K$4.7M+$955K
- TrimbleTRMB112,229 shares · 0.1% of their software$4.7M−$2.2M
- RingCentralRNG27,521 shares · 0.1% of their software · price +$1.2M$4.6MFlat
- OktaOKTA38,535 shares · 0.1% of their software · price +$652K$4.4M+$1.0M
- TwilioTWLO45,100 shares · 0.1% of their software · price −$527K$4.4M+$1.3M
- ACI WorldwideACIW115,112 shares · 0.1% of their software · price +$755K$4.4M−$45.7M
- DocuSignDOCU57,049 shares · 0.1% of their software · price +$695K$4.2M+$932K
- Uber Technologies, Inc.UBER140,597 shares · 0.1% of their software$4.2M+$3.8M
- DropboxDBX212,260 shares · 0.1% of their software$3.8M+$3.0M
- The Trade DeskTTD14,499 shares · 0.1% of their software · price +$1.0M$3.8M−$689K
- WorkdayWDAY22,893 shares · 0.1% of their software$3.8M+$758K
- GuidewireGWRE30,431 shares · 0.1% of their software$3.3M+$843K
- PTCPTC38,214 shares · 0.1% of their software$2.9M+$657K
- ProgressPRGS61,705 shares · 0.1% of their software$2.6MFlat
- CommvaultCVLT53,288 shares · 0.1% of their software$2.4M+$1.7M
- QualysQLYS27,952 shares · 0.0% of their software$2.3MFlat
- Check PointCHKP19,536 shares · 0.0% of their software$2.2MFlat
- MongoDBMDB15,369 shares · 0.0% of their software$2.0MFlat
- Manhattan AssociatesMANH24,575 shares · 0.0% of their software$2.0M+$503K
- BlackbaudBLKB24,422 shares · 0.0% of their software$1.9MFlat
- NutanixNTNX62,162 shares · 0.0% of their software$1.9M+$621K
- Lyft, Inc.LYFT37,442 shares · 0.0% of their software$1.6M+$1.3M
- LiveRamp Holdings, Inc.RAMP33,357 shares · 0.0% of their software$1.6MFlat
- PaylocityPCTY12,911 shares · 0.0% of their software$1.6M−$1.2M
- SPS CommerceSPSC27,990 shares · 0.0% of their software$1.6MFlat
- Upbound Group, Inc.UPBD48,171 shares · 0.0% of their software$1.4MFlat
- MorningstarMORN7,976 shares · 0.0% of their software$1.2M−$522K
- BoxBOX70,971 shares · 0.0% of their software$1.2MFlat
- VaronisVRNS14,685 shares · 0.0% of their software$1.1MFlat
- PegasystemsPEGA14,011 shares · 0.0% of their software$1.1MFlat
- TeradataTDC41,438 shares · 0.0% of their software$1.1MFlat
- WorkivaWK26,319 shares · 0.0% of their software$1.1MFlat
- BlackLineBL21,116 shares · 0.0% of their software$1.1MFlat
- Alarm.com Holdings, Inc.ALRM25,327 shares · 0.0% of their software$1.1MFlat
- ZscalerZS23,194 shares · 0.0% of their software$1.1MFlat
- ElasticESTC16,640 shares · 0.0% of their software$1.1MFlat
- ePlus inc.PLUS11,342 shares · 0.0% of their software$956KFlat
- WixWIX7,745 shares · 0.0% of their software$948KFlat
- AppFolioAPPF7,728 shares · 0.0% of their software$850KFlat
- NetScout Systems, Inc.NTCT35,282 shares · 0.0% of their software$849KFlat
- 8x8EGHT45,944 shares · 0.0% of their software$841K—
- InterDigital, Inc.IDCC15,193 shares · 0.0% of their software$828KFlat
- YextYEXT45,333 shares · 0.0% of their software$654KFlat
- AppianAPPN16,308 shares · 0.0% of their software$623KFlat
- Strategy IncMSTR4,124 shares · 0.0% of their software$588KFlat
- DynatraceDT21,263 shares · 0.0% of their software$538KNew · Flat
- Digital TurbineAPPS70,491 shares · 0.0% of their software$503KFlat
- Bandwidth Inc.BAND7,702 shares · 0.0% of their software$493KFlat
- TenableTENB18,284 shares · 0.0% of their software$438KFlat
- PagerDutyPD15,462 shares · 0.0% of their software$362KNew · Flat
- Tucows Inc.TCX4,794 shares · 0.0% of their software$296KFlat
- OneSpan Inc.OSPN16,446 shares · 0.0% of their software$282KFlat
- Agilysys, Inc.AGYS10,159 shares · 0.0% of their software$258KNew · Flat
- PDF Solutions, Inc.PDFS14,334 shares · 0.0% of their software$242KFlat
- Calix, Inc.CALX23,414 shares · 0.0% of their software$187KFlat
- A10 Networks, Inc.ATEN26,704 shares · 0.0% of their software$183KFlat
- Donnelley Financial Solutions, Inc.DFIN15,627 shares · 0.0% of their software$164KFlat
- Paysign, Inc.PAYS15,237 shares · 0.0% of their software$155KFlat
- Mitek Systems, Inc.MITK19,972 shares · 0.0% of their software$153KFlat
- Ooma, Inc.OOMA10,414 shares · 0.0% of their software$138KNew · Flat
- Immersion CorporationIMMR17,708 shares · 0.0% of their software$132KFlat
- Ribbon Communications Inc.RBBN34,038 shares · 0.0% of their software$106KFlat
- DHI Group, Inc.DHX28,281 shares · 0.0% of their software$85KFlat
- eGain CorporationEGAN10,730 shares · 0.0% of their software$85KNew · Flat
- Rimini Street, Inc.RMNI12,334 shares · 0.0% of their software$48KNew · Flat