Generalist · Atlanta, GA
Voya Investment Management
Q1 2020 · compared with Q4 2019
Filed as Voya Investment Management LLC
- Software
- $4.4B
- Weight of 13F
- 12.0%
- Names
- 109
- Net bought
- +$97.4M
Filed 15 May 2020 · SEC filing.
2,614 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
- MicrosoftMSFT11,304,730 shares · 40.1% of their software$1.8B+$87.2M
- Fiserv, Inc.FISV4,725,387 shares · 10.1% of their software · price −$97.5M$449M+$62.8M
- IntuitINTU1,685,138 shares · 8.7% of their software · price −$53.8M$388MFlat
- Roper Technologies, Inc.ROP906,524 shares · 6.4% of their software · price −$38.5M$283M+$33.1M
- AutodeskADSK1,373,790 shares · 4.8% of their software · price −$37.6M$214M+$235M
- AdobeADBE612,095 shares · 4.4% of their software · price −$7.1M$195M−$2.8M
- CadenceCDNS1,592,166 shares · 2.4% of their software · price −$5.3M$105M+$79.2M
- Fair IsaacFICO235,912 shares · 1.6% of their software · price −$15.8M$72.6M+$26.4M
- CoStarCSGP123,055 shares · 1.6% of their software · price −$1.4M$72.3M+$63.9M
- Five9FIVN928,721 shares · 1.6% of their software · price +$10.1M$71.0M−$3.7M
- OracleORCL1,422,545 shares · 1.5% of their software · price −$6.6M$68.8M−$2.9M
- VeevaVEEV419,944 shares · 1.5% of their software · price +$6.6M$65.7M−$9.4M
- RingCentralRNG272,425 shares · 1.3% of their software · price +$11.8M$57.7M+$41.3M
- SalesforceCRM374,435 shares · 1.2% of their software · price −$7.0M$53.9M−$224M
- NetApp, Inc.NTAP1,239,849 shares · 1.2% of their software · price −$25.5M$51.7M+$66.2M
- DocuSignDOCU443,983 shares · 0.9% of their software · price +$8.1M$41.0M+$28.7M
- PaylocityPCTY420,429 shares · 0.8% of their software · price −$13.7M$37.1M+$49.2M
- VeriSign, Inc.VRSN151,406 shares · 0.6% of their software · price −$1.9M$27.3M−$4.2M
- Automatic Data Processing, Inc.ADP181,924 shares · 0.6% of their software · price −$6.2M$24.9M−$3.6M
- FortinetFTNT243,558 shares · 0.6% of their software · price −$1.4M$24.6M−$5.1M
- Paychex, Inc.PAYX375,878 shares · 0.5% of their software · price −$8.3M$23.7MFlat
- ServiceNowNOW78,112 shares · 0.5% of their software$22.4MFlat
- LiveRamp Holdings, Inc.RAMP655,147 shares · 0.5% of their software · price −$9.9M$21.6M+$29.9M
- GoDaddyGDDY370,289 shares · 0.5% of their software · price −$4.0M$21.1M−$156M
- Amdocs LimitedDOX339,996 shares · 0.4% of their software · price −$5.9M$18.7M+$9.5M
- AkamaiAKAM182,037 shares · 0.4% of their software · price +$930K$16.7M−$1.0M
- BroadridgeBR174,234 shares · 0.4% of their software · price −$5.0M$16.5MFlat
- SynopsysSNPS123,744 shares · 0.4% of their software · price −$1.3M$15.9M−$237M
- VeriskVRSK104,260 shares · 0.3% of their software · price −$1.0M$14.5MFlat
- CommvaultCVLT319,155 shares · 0.3% of their software · price −$1.3M$12.9M+$11.9M
- F5, Inc.FFIV116,019 shares · 0.3% of their software · price −$3.8M$12.4M+$985K
- Rapid7RPD246,715 shares · 0.2% of their software · price −$3.1M$10.7M−$5.3M
- EVERTEC, Inc.EVTC443,074 shares · 0.2% of their software · price −$5.0M$10.1M−$2.4M
- Q2QTWO159,721 shares · 0.2% of their software · price −$3.5M$9.4M−$6.5M
- Gen DigitalGEN407,843 shares · 0.2% of their software · price −$2.8M$7.6M+$3.7M
- Block, Inc.XYZ122,958 shares · 0.1% of their software · price −$1.3M$6.4MFlat
- PaycomPAYC31,299 shares · 0.1% of their software · price −$2.0M$6.3M+$3.5M
- Tyler TechnologiesTYL21,071 shares · 0.1% of their software$6.2M+$949K
- FactSetFDS23,534 shares · 0.1% of their software$6.1MFlat
- Palo Alto NetworksPANW33,902 shares · 0.1% of their software · price −$2.3M$5.6MFlat
- OpenTextOTEX142,979 shares · 0.1% of their software · price −$1.3M$4.9MFlat
- OktaOKTA37,461 shares · 0.1% of their software$4.6MFlat
- Euronet Worldwide, Inc.EEFT51,690 shares · 0.1% of their software · price −$3.7M$4.4M−$35.4M
- QualysQLYS45,694 shares · 0.1% of their software$4.0M+$1.5M
- DropboxDBX216,853 shares · 0.1% of their software$3.9MFlat
- TwilioTWLO43,844 shares · 0.1% of their software$3.9MFlat
- Uber Technologies, Inc.UBER136,263 shares · 0.1% of their software$3.8MFlat
- TrimbleTRMB110,708 shares · 0.1% of their software · price −$1.1M$3.5MFlat
- SS&CSSNC75,349 shares · 0.1% of their software · price −$1.3M$3.3MFlat
- WEX Inc.WEX31,325 shares · 0.1% of their software · price −$3.3M$3.3MFlat
- PhreesiaPHR138,718 shares · 0.1% of their software · price −$778K$2.9MNew · +$3.7M
- WorkdayWDAY22,386 shares · 0.1% of their software · price −$766K$2.9MFlat
- The Trade DeskTTD14,016 shares · 0.1% of their software · price −$936K$2.7MFlat
- PTCPTC40,958 shares · 0.1% of their software · price −$560K$2.5MFlat
- GuidewireGWRE29,584 shares · 0.1% of their software · price −$901K$2.3MFlat
- MongoDBMDB15,152 shares · 0.0% of their software$2.1MFlat
- Check PointCHKP20,046 shares · 0.0% of their software$2.0MFlat
- DynatraceDT82,978 shares · 0.0% of their software$2.0M+$1.6M
- HubSpotHUBS14,628 shares · 0.0% of their software$1.9M−$29.6M
- ACI WorldwideACIW69,724 shares · 0.0% of their software · price −$958K$1.7M−$1.7M
- ProgressPRGS51,690 shares · 0.0% of their software$1.7MFlat
- ZscalerZS24,761 shares · 0.0% of their software$1.5MFlat
- BlackbaudBLKB24,224 shares · 0.0% of their software · price −$583K$1.3MFlat
- SPS CommerceSPSC28,369 shares · 0.0% of their software$1.3MFlat
- Manhattan AssociatesMANH23,894 shares · 0.0% of their software · price −$715K$1.2MFlat
- BlackLineBL21,521 shares · 0.0% of their software$1.1MFlat
- ElasticESTC19,326 shares · 0.0% of their software$1.1MFlat
- Lyft, Inc.LYFT38,647 shares · 0.0% of their software · price −$625K$1.0MFlat
- BoxBOX72,282 shares · 0.0% of their software$1.0MFlat
- NutanixNTNX62,112 shares · 0.0% of their software · price −$960K$981KFlat
- PegasystemsPEGA13,622 shares · 0.0% of their software$970KFlat
- VaronisVRNS14,942 shares · 0.0% of their software$951KFlat
- MorningstarMORN7,838 shares · 0.0% of their software$911KFlat
- AppFolioAPPF7,899 shares · 0.0% of their software$876KFlat
- NetScout Systems, Inc.NTCT35,063 shares · 0.0% of their software$830KFlat
- Alarm.com Holdings, Inc.ALRM21,313 shares · 0.0% of their software$829KFlat
- TeradataTDC40,026 shares · 0.0% of their software$820KFlat
- WixWIX7,686 shares · 0.0% of their software$775KFlat
- Strategy IncMSTR6,387 shares · 0.0% of their software$754KFlat
- ePlus inc.PLUS11,560 shares · 0.0% of their software$724KFlat
- Upbound Group, Inc.UPBD49,050 shares · 0.0% of their software · price −$721K$694KFlat
- InterDigital, Inc.IDCC15,495 shares · 0.0% of their software$692KFlat
- AppianAPPN16,787 shares · 0.0% of their software$675KFlat
- 8x8EGHT47,308 shares · 0.0% of their software$656K—
- WorkivaWK18,377 shares · 0.0% of their software$594KFlat
- Bandwidth Inc.BAND7,908 shares · 0.0% of their software$532KFlat
- YextYEXT46,796 shares · 0.0% of their software$477KFlat
- TenableTENB18,961 shares · 0.0% of their software$414KFlat
- Sabre CorporationSABR58,444 shares · 0.0% of their software · price −$965K$347K−$11.5M
- Agilysys, Inc.AGYS20,232 shares · 0.0% of their software$338KFlat
- Digital TurbineAPPS73,508 shares · 0.0% of their software$317KFlat
- OneSpan Inc.OSPN17,173 shares · 0.0% of their software$312KFlat
- SchrödingerSDGR6,708 shares · 0.0% of their software$289KNew · Flat
- PagerDutyPD14,968 shares · 0.0% of their software$259KFlat
- Tucows Inc.TCX4,921 shares · 0.0% of their software$237KFlat
- Health CatalystHCAT9,027 shares · 0.0% of their software$236KNew · Flat
- Simulations PlusSLP6,178 shares · 0.0% of their software$216KNew · Flat
- PDF Solutions, Inc.PDFS15,400 shares · 0.0% of their software$180KFlat
- Calix, Inc.CALX25,176 shares · 0.0% of their software$178KFlat
- A10 Networks, Inc.ATEN26,704 shares · 0.0% of their software$166KFlat
- Mitek Systems, Inc.MITK19,972 shares · 0.0% of their software$157KFlat
- Ooma, Inc.OOMA10,414 shares · 0.0% of their software$124KFlat
- Ribbon Communications Inc.RBBN30,972 shares · 0.0% of their software$94KFlat
- Immersion CorporationIMMR15,949 shares · 0.0% of their software$85KFlat
- Donnelley Financial Solutions, Inc.DFIN15,627 shares · 0.0% of their software$82KFlat
- eGain CorporationEGAN10,730 shares · 0.0% of their software$79KFlat
- Paysign, Inc.PAYS15,237 shares · 0.0% of their software$79KFlat
- DHI Group, Inc.DHX25,681 shares · 0.0% of their software$55KFlat
- Rimini Street, Inc.RMNI12,334 shares · 0.0% of their software$50KFlat