Generalist · Atlanta, GA
Voya Investment Management
Q2 2020 · compared with Q1 2020
Filed as Voya Investment Management LLC
- Software
- $6.1B
- Weight of 13F
- 14.3%
- Names
- 117
- Net bought
- +$33.9M
Filed 14 August 2020 · SEC filing.
2,493 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
- MicrosoftMSFT11,781,862 shares · 39.1% of their software · price +$540M$2.4B+$75.2M
- IntuitINTU1,635,359 shares · 7.9% of their software · price +$108M$484M−$11.4M
- CadenceCDNS4,254,420 shares · 6.7% of their software · price +$127M$408M+$176M
- AutodeskADSK1,337,035 shares · 5.2% of their software · price +$111M$320M−$5.7M
- Roper Technologies, Inc.ROP716,168 shares · 4.5% of their software · price +$54.8M$278M−$59.4M
- DocuSignDOCU1,460,770 shares · 4.1% of their software · price +$117M$252M+$94.0M
- AdobeADBE562,383 shares · 4.0% of their software · price +$65.8M$245M−$15.8M
- TwilioTWLO1,042,070 shares · 3.7% of their software · price +$135M$229M+$89.3M
- Five9FIVN1,802,883 shares · 3.3% of their software · price +$61.7M$200M+$66.8M
- RingCentralRNG473,770 shares · 2.2% of their software · price +$34.6M$135M+$42.7M
- CoStarCSGP138,656 shares · 1.6% of their software · price +$17.1M$98.5M+$9.2M
- VeevaVEEV415,359 shares · 1.6% of their software · price +$32.4M$97.4M−$717K
- SalesforceCRM434,345 shares · 1.3% of their software · price +$18.8M$81.4M+$8.6M
- PaylocityPCTY519,313 shares · 1.2% of their software · price +$29.9M$75.8M+$8.7M
- OracleORCL1,346,543 shares · 1.2% of their software · price +$9.3M$74.4M−$3.7M
- Fair IsaacFICO161,071 shares · 1.1% of their software · price +$17.8M$67.3M−$23.0M
- DynatraceDT1,524,082 shares · 1.0% of their software · price +$25.5M$61.9M+$34.4M
- ServiceNowNOW83,661 shares · 0.6% of their software · price +$9.9M$33.9M+$1.6M
- Automatic Data Processing, Inc.ADP207,237 shares · 0.5% of their software · price +$2.5M$30.9M+$3.5M
- Paychex, Inc.PAYX365,417 shares · 0.5% of their software · price +$4.7M$27.7M−$658K
- SynopsysSNPS134,003 shares · 0.4% of their software · price +$8.9M$26.1M+$1.3M
- Q2QTWO287,892 shares · 0.4% of their software · price +$7.7M$24.7M+$7.6M
- Fiserv, Inc.FISV238,506 shares · 0.4% of their software · price +$627K$23.3M−$426M
- Alarm.com Holdings, Inc.ALRM341,513 shares · 0.4% of their software · price +$8.8M$22.1M+$12.5M
- BroadridgeBR174,421 shares · 0.4% of their software · price +$5.5M$22.0MFlat
- MorningstarMORN150,675 shares · 0.3% of their software · price +$3.7M$21.2M+$16.6M
- LiveRamp Holdings, Inc.RAMP497,605 shares · 0.3% of their software · price +$4.8M$21.1M−$5.2M
- VeriskVRSK124,020 shares · 0.3% of their software · price +$3.8M$21.1M+$2.8M
- Amdocs LimitedDOX321,126 shares · 0.3% of their software · price +$1.9M$19.6M−$1.0M
- F5, Inc.FFIV136,316 shares · 0.3% of their software · price +$4.5M$19.0M+$2.2M
- AkamaiAKAM160,980 shares · 0.3% of their software · price +$2.5M$17.2M−$1.9M
- GoDaddyGDDY228,195 shares · 0.3% of their software · price +$3.7M$16.7M−$8.1M
- FortinetFTNT117,612 shares · 0.3% of their software · price +$4.2M$16.1M−$12.7M
- VeriSign, Inc.VRSN69,902 shares · 0.2% of their software · price +$1.9M$14.5M−$14.7M
- CommvaultCVLT324,788 shares · 0.2% of their software · price −$578K$12.6MFlat
- QualysQLYS100,811 shares · 0.2% of their software · price +$1.7M$10.5M+$4.8M
- PaycomPAYC33,356 shares · 0.2% of their software · price +$3.6M$10.3MFlat
- Gen DigitalGEN507,960 shares · 0.2% of their software · price +$569K$10.1M+$1.9M
- Palo Alto NetworksPANW41,387 shares · 0.2% of their software · price +$2.7M$9.5M+$1.2M
- Tyler TechnologiesTYL27,396 shares · 0.2% of their software · price +$1.4M$9.5M+$1.9M
- OktaOKTA44,387 shares · 0.1% of their software · price +$3.5M$8.9M+$847K
- BlackLineBL106,103 shares · 0.1% of their software · price +$3.2M$8.8M+$4.4M
- NetApp, Inc.NTAP182,233 shares · 0.1% of their software$8.1M−$44.1M
- FactSetFDS23,766 shares · 0.1% of their software · price +$1.6M$7.8MFlat
- Repay Holdings CorporationRPAY305,747 shares · 0.1% of their software · price +$3.1M$7.5MNew · +$4.4M
- Rapid7RPD132,604 shares · 0.1% of their software · price +$1.0M$6.8M−$4.9M
- EVERTEC, Inc.EVTC231,395 shares · 0.1% of their software · price +$1.2M$6.5M−$4.8M
- The Trade DeskTTD15,629 shares · 0.1% of their software · price +$3.3M$6.4MFlat
- ZoomZM24,194 shares · 0.1% of their software · price +$2.6M$6.1MNew · +$3.5M
- Uber Technologies, Inc.UBER192,052 shares · 0.1% of their software · price +$607K$6.0M+$1.6M
- OpenTextOTEX139,591 shares · 0.1% of their software · price +$1.1M$5.9MFlat
- Block, Inc.XYZ52,310 shares · 0.1% of their software · price +$2.7M$5.5M−$3.7M
- DatadogDDOG58,834 shares · 0.1% of their software · price +$3.0M$5.1MNew · +$2.1M
- DropboxDBX227,842 shares · 0.1% of their software · price +$836K$5.0MFlat
- Sprout SocialSPT174,513 shares · 0.1% of their software · price +$1.9M$4.7MNew · +$2.8M
- WorkdayWDAY24,828 shares · 0.1% of their software · price +$1.4M$4.7MFlat
- TrimbleTRMB97,455 shares · 0.1% of their software · price +$1.1M$4.2MFlat
- WEX Inc.WEX24,405 shares · 0.1% of their software · price +$1.5M$4.0M−$723K
- HubSpotHUBS17,944 shares · 0.1% of their software · price +$1.6M$4.0MFlat
- Euronet Worldwide, Inc.EEFT40,288 shares · 0.1% of their software$3.9M−$977K
- CrowdStrikeCRWD37,447 shares · 0.1% of their software · price +$1.7M$3.8MNew · +$2.1M
- MongoDBMDB16,129 shares · 0.1% of their software · price +$1.4M$3.7MFlat
- PegasystemsPEGA35,852 shares · 0.1% of their software · price +$1.1M$3.6M+$1.6M
- PTCPTC44,053 shares · 0.1% of their software · price +$730K$3.4MFlat
- PhreesiaPHR110,643 shares · 0.1% of their software · price +$802K$3.1M−$590K
- ZscalerZS27,070 shares · 0.0% of their software · price +$1.3M$3.0MFlat
- SS&CSSNC48,449 shares · 0.0% of their software · price +$613K$2.7M−$1.2M
- FastlyFSLY28,109 shares · 0.0% of their software · price +$1.9M$2.4MNew · +$534K
- StoneCo Ltd.STNE59,886 shares · 0.0% of their software · price +$1.0M$2.3MNew · +$1.3M
- Manhattan AssociatesMANH23,097 shares · 0.0% of their software · price +$1.0M$2.2MFlat
- WixWIX8,101 shares · 0.0% of their software · price +$1.3M$2.1MFlat
- Check PointCHKP19,046 shares · 0.0% of their software$2.0MFlat
- ElasticESTC21,077 shares · 0.0% of their software · price +$767K$1.9MFlat
- GuidewireGWRE17,021 shares · 0.0% of their software · price +$537K$1.9M−$996K
- ProgressPRGS45,041 shares · 0.0% of their software$1.7MFlat
- SPS CommerceSPSC23,013 shares · 0.0% of their software · price +$658K$1.7MFlat
- NutanixNTNX68,307 shares · 0.0% of their software · price +$540K$1.6MFlat
- CloudflareNET42,070 shares · 0.0% of their software · price +$525K$1.5MNew · +$988K
- Lyft, Inc.LYFT38,741 shares · 0.0% of their software$1.3MFlat
- Upbound Group, Inc.UPBD41,447 shares · 0.0% of their software · price +$567K$1.2MFlat
- BoxBOX55,434 shares · 0.0% of their software$1.2MFlat
- ACI WorldwideACIW39,815 shares · 0.0% of their software$1.1M−$722K
- BlackbaudBLKB16,932 shares · 0.0% of their software$966KFlat
- VaronisVRNS10,760 shares · 0.0% of their software$952KFlat
- AppFolioAPPF5,515 shares · 0.0% of their software$897KFlat
- PagerDutyPD30,832 shares · 0.0% of their software$882KFlat
- Bandwidth Inc.BAND6,627 shares · 0.0% of their software$842KFlat
- TeradataTDC36,649 shares · 0.0% of their software$762KFlat
- WorkivaWK13,304 shares · 0.0% of their software$712KFlat
- ePlus inc.PLUS9,561 shares · 0.0% of their software$676KFlat
- NetScout Systems, Inc.NTCT24,724 shares · 0.0% of their software$632KFlat
- TenableTENB21,135 shares · 0.0% of their software$630KFlat
- InterDigital, Inc.IDCC10,732 shares · 0.0% of their software$608KFlat
- Strategy IncMSTR5,100 shares · 0.0% of their software$603KFlat
- AppianAPPN11,689 shares · 0.0% of their software$599KFlat
- YextYEXT34,861 shares · 0.0% of their software$579KFlat
- 8x8EGHT35,000 shares · 0.0% of their software$560K—
- BILLBILL6,202 shares · 0.0% of their software$559KNew · Flat
- Cerence Inc.CRNC12,582 shares · 0.0% of their software$514KNew · Flat
- SchrödingerSDGR4,816 shares · 0.0% of their software$441KFlat
- Sabre CorporationSABR45,106 shares · 0.0% of their software$364KFlat
- Digital TurbineAPPS28,188 shares · 0.0% of their software$354KFlat
- Health CatalystHCAT11,171 shares · 0.0% of their software$326KFlat
- OneSpan Inc.OSPN11,638 shares · 0.0% of their software$325KFlat
- Agilysys, Inc.AGYS16,474 shares · 0.0% of their software$296KFlat
- DomoDOMO8,809 shares · 0.0% of their software$283KNew
- Simulations PlusSLP4,316 shares · 0.0% of their software$258KFlat
- Calix, Inc.CALX16,844 shares · 0.0% of their software$251KFlat
- PDF Solutions, Inc.PDFS10,358 shares · 0.0% of their software$203KFlat
- A10 Networks, Inc.ATEN22,630 shares · 0.0% of their software$154KFlat
- Intellicheck, Inc.IDN19,022 shares · 0.0% of their software$144KNew · Flat
- Mitek Systems, Inc.MITK14,640 shares · 0.0% of their software$141KFlat
- Paysign, Inc.PAYS11,241 shares · 0.0% of their software$109KFlat
- Ribbon Communications Inc.RBBN23,586 shares · 0.0% of their software$93KFlat
- Donnelley Financial Solutions, Inc.DFIN10,808 shares · 0.0% of their software$91KFlat
- Immersion CorporationIMMR11,045 shares · 0.0% of their software$69KFlat
- DHI Group, Inc.DHX17,761 shares · 0.0% of their software$37KFlat