Generalist · Atlanta, GA
Voya Investment Management
Q3 2020 · compared with Q2 2020
Filed as Voya Investment Management LLC
- Software
- $6.2B
- Weight of 13F
- 13.8%
- Names
- 122
- Net bought
- −$383M
Filed 16 November 2020 · SEC filing.
2,492 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
- MicrosoftMSFT7,955,385 shares · 26.8% of their software · price +$54.3M$1.7B−$779M
- IntuitINTU1,586,987 shares · 8.3% of their software · price +$47.6M$518M−$14.3M
- CadenceCDNS4,087,741 shares · 7.0% of their software · price +$43.6M$436M−$16.0M
- SalesforceCRM1,442,543 shares · 5.8% of their software · price +$92.3M$363M+$189M
- Roper Technologies, Inc.ROP728,260 shares · 4.6% of their software · price +$5.0M$288M+$4.7M
- AutodeskADSK1,192,489 shares · 4.4% of their software · price −$9.8M$275M−$34.6M
- ServiceNowNOW554,685 shares · 4.3% of their software · price +$44.3M$269M+$191M
- AdobeADBE500,272 shares · 3.9% of their software · price +$27.6M$245M−$27.0M
- TwilioTWLO901,470 shares · 3.6% of their software · price +$24.9M$223M−$30.9M
- CoStarCSGP247,391 shares · 3.4% of their software · price +$34.1M$210M+$77.3M
- RingCentralRNG737,560 shares · 3.2% of their software · price −$7.7M$203M+$75.2M
- Five9FIVN1,525,999 shares · 3.2% of their software · price +$29.0M$198M−$30.6M
- DocuSignDOCU779,244 shares · 2.7% of their software · price +$33.5M$168M−$117M
- VeevaVEEV464,129 shares · 2.1% of their software · price +$21.7M$131M+$11.4M
- Fiserv, Inc.FISV978,110 shares · 1.6% of their software · price +$5.3M$101M+$72.2M
- PaylocityPCTY551,465 shares · 1.4% of their software · price +$8.6M$89.0M+$4.7M
- Fair IsaacFICO199,251 shares · 1.4% of their software · price +$1.5M$84.8M+$16.0M
- OracleORCL1,226,476 shares · 1.2% of their software · price +$5.4M$73.2M−$6.6M
- PaycomPAYC219,684 shares · 1.1% of their software$68.4M+$57.7M
- DynatraceDT1,248,870 shares · 0.8% of their software · price +$525K$51.2M−$11.2M
- Automatic Data Processing, Inc.ADP205,211 shares · 0.5% of their software · price −$1.9M$28.6MFlat
- Paychex, Inc.PAYX355,065 shares · 0.5% of their software · price +$1.4M$28.3M−$784K
- SynopsysSNPS131,230 shares · 0.4% of their software · price +$2.5M$28.1M−$541K
- EVERTEC, Inc.EVTC688,352 shares · 0.4% of their software · price +$4.6M$23.9M+$12.8M
- BroadridgeBR170,970 shares · 0.4% of their software · price +$993K$22.6MFlat
- VeriskVRSK119,329 shares · 0.4% of their software · price +$1.8M$22.1M−$798K
- Gen DigitalGEN1,001,689 shares · 0.3% of their software · price +$1.0M$20.9M+$9.8M
- Amdocs LimitedDOX331,948 shares · 0.3% of their software · price −$1.2M$19.1M+$659K
- Q2QTWO188,153 shares · 0.3% of their software · price +$1.0M$17.2M−$8.6M
- GoDaddyGDDY215,876 shares · 0.3% of their software · price +$570K$16.4M−$903K
- CommvaultCVLT382,362 shares · 0.2% of their software · price +$803K$15.6M+$2.2M
- F5, Inc.FFIV126,433 shares · 0.2% of their software · price −$2.1M$15.5M−$1.4M
- LiveRamp Holdings, Inc.RAMP273,640 shares · 0.2% of their software · price +$2.5M$14.2M−$9.5M
- FortinetFTNT113,708 shares · 0.2% of their software · price −$2.2M$13.4M−$536K
- ACI WorldwideACIW505,731 shares · 0.2% of their software$13.2M+$12.6M
- AkamaiAKAM117,502 shares · 0.2% of their software$13.0M−$4.7M
- VeriSign, Inc.VRSN61,910 shares · 0.2% of their software$12.7M−$1.7M
- QualysQLYS122,588 shares · 0.2% of their software · price −$737K$12.0M+$2.3M
- ZoomZM24,161 shares · 0.2% of their software · price +$5.2M$11.4MFlat
- MorningstarMORN62,464 shares · 0.2% of their software · price +$1.2M$10.0M−$12.4M
- BlackLineBL109,017 shares · 0.2% of their software · price +$733K$9.8MFlat
- DropboxDBX498,735 shares · 0.2% of their software · price −$1.3M$9.6M+$5.9M
- OktaOKTA44,728 shares · 0.2% of their software · price +$609K$9.6MFlat
- Palo Alto NetworksPANW38,622 shares · 0.2% of their software · price +$582K$9.5M−$635K
- Tyler TechnologiesTYL26,799 shares · 0.1% of their software$9.3MFlat
- Block, Inc.XYZ53,435 shares · 0.1% of their software · price +$3.1M$8.7MFlat
- The Trade DeskTTD15,335 shares · 0.1% of their software · price +$1.7M$8.0MFlat
- NetApp, Inc.NTAP177,249 shares · 0.1% of their software$7.8MFlat
- FactSetFDS23,032 shares · 0.1% of their software$7.7MFlat
- Repay Holdings CorporationRPAY301,747 shares · 0.1% of their software$7.1MFlat
- Uber Technologies, Inc.UBER192,905 shares · 0.1% of their software · price +$1.0M$7.0MFlat
- CrowdStrikeCRWD47,411 shares · 0.1% of their software · price +$1.8M$6.5M+$999K
- Sprout SocialSPT161,652 shares · 0.1% of their software · price +$1.9M$6.2MFlat
- DatadogDDOG56,562 shares · 0.1% of their software · price +$860K$5.8MFlat
- WorkdayWDAY26,855 shares · 0.1% of their software · price +$746K$5.8MFlat
- OpenTextOTEX135,709 shares · 0.1% of their software$5.7MFlat
- Calix, Inc.CALX309,630 shares · 0.1% of their software · price +$892K$5.5M+$4.4M
- SS&CSSNC84,626 shares · 0.1% of their software$5.1M+$2.0M
- HubSpotHUBS17,339 shares · 0.1% of their software · price +$1.2M$5.1MFlat
- TrimbleTRMB94,567 shares · 0.1% of their software · price +$521K$4.6MFlat
- MongoDBMDB18,657 shares · 0.1% of their software$4.3M+$572K
- PegasystemsPEGA32,044 shares · 0.1% of their software · price +$637K$3.9MFlat
- ZscalerZS26,086 shares · 0.1% of their software · price +$814K$3.7MFlat
- VertexVERX156,087 shares · 0.1% of their software$3.6MNew · +$3.6M
- PTCPTC42,473 shares · 0.1% of their software$3.5MFlat
- StoneCo Ltd.STNE66,342 shares · 0.1% of their software · price +$937K$3.5MFlat
- Euronet Worldwide, Inc.EEFT37,794 shares · 0.1% of their software$3.4MFlat
- WEX Inc.WEX23,670 shares · 0.1% of their software · price −$616K$3.3MFlat
- FastlyFSLY30,262 shares · 0.0% of their software$2.8MFlat
- ElasticESTC24,196 shares · 0.0% of their software$2.6MFlat
- Check PointCHKP18,691 shares · 0.0% of their software$2.2MFlat
- Manhattan AssociatesMANH22,222 shares · 0.0% of their software$2.1MFlat
- WixWIX8,055 shares · 0.0% of their software$2.1MFlat
- BILLBILL20,221 shares · 0.0% of their software$2.0M+$1.3M
- SPS CommerceSPSC22,795 shares · 0.0% of their software$1.8MFlat
- GuidewireGWRE16,446 shares · 0.0% of their software$1.7MFlat
- CloudflareNET40,446 shares · 0.0% of their software$1.7MFlat
- NutanixNTNX67,901 shares · 0.0% of their software$1.5MFlat
- ProgressPRGS38,529 shares · 0.0% of their software$1.4MFlat
- VaronisVRNS10,760 shares · 0.0% of their software$1.2MFlat
- BlackbaudBLKB21,444 shares · 0.0% of their software$1.2MFlat
- Bandwidth Inc.BAND6,627 shares · 0.0% of their software$1.2MFlat
- Alarm.com Holdings, Inc.ALRM20,881 shares · 0.0% of their software$1.2M−$20.8M
- Upbound Group, Inc.UPBD37,015 shares · 0.0% of their software$1.1MFlat
- Lyft, Inc.LYFT38,198 shares · 0.0% of their software$1.1MFlat
- Rapid7RPD17,156 shares · 0.0% of their software$1.1M−$5.9M
- BoxBOX54,786 shares · 0.0% of their software$951KFlat
- Digital TurbineAPPS28,188 shares · 0.0% of their software · price +$569K$923KFlat
- TenableTENB23,936 shares · 0.0% of their software$904KFlat
- PagerDutyPD29,811 shares · 0.0% of their software$808KFlat
- TeradataTDC34,767 shares · 0.0% of their software$789KFlat
- AppFolioAPPF5,515 shares · 0.0% of their software$782KFlat
- AppianAPPN11,689 shares · 0.0% of their software$757KFlat
- WorkivaWK13,304 shares · 0.0% of their software$742KFlat
- 8x8EGHT46,125 shares · 0.0% of their software$717K—
- ePlus inc.PLUS9,349 shares · 0.0% of their software$684KFlat
- Cerence Inc.CRNC12,582 shares · 0.0% of their software$615KFlat
- InterDigital, Inc.IDCC10,470 shares · 0.0% of their software$597KFlat
- DomoDOMO14,173 shares · 0.0% of their software$543K—
- YextYEXT34,861 shares · 0.0% of their software$529KFlat
- NetScout Systems, Inc.NTCT24,051 shares · 0.0% of their software$525KFlat
- SchrödingerSDGR9,664 shares · 0.0% of their software$459KSplit
- Health CatalystHCAT11,171 shares · 0.0% of their software$409KFlat
- Strategy IncMSTR2,657 shares · 0.0% of their software$400KFlat
- Agilysys, Inc.AGYS15,621 shares · 0.0% of their software$377KFlat
- Simulations PlusSLP4,316 shares · 0.0% of their software$325KFlat
- PhreesiaPHR9,786 shares · 0.0% of their software$314K−$2.9M
- Sabre CorporationSABR43,421 shares · 0.0% of their software$283KFlat
- Commerce.com, Inc.CMRC2,961 shares · 0.0% of their software$247KNew · Flat
- MagniteMGNI35,193 shares · 0.0% of their software$244KNew · Flat
- OneSpan Inc.OSPN11,638 shares · 0.0% of their software$244KFlat
- Tucows Inc.TCX3,337 shares · 0.0% of their software$230KNew · Flat
- PAR Technology CorporationPAR5,661 shares · 0.0% of their software$229KNew · Flat
- SoundThinking, Inc.SSTI6,728 shares · 0.0% of their software$209KNew · Flat
- PDF Solutions, Inc.PDFS10,358 shares · 0.0% of their software$194KFlat
- Mitek Systems, Inc.MITK14,640 shares · 0.0% of their software$187KFlat
- Intellicheck, Inc.IDN21,884 shares · 0.0% of their software$146KFlat
- A10 Networks, Inc.ATEN22,630 shares · 0.0% of their software$144KFlat
- Donnelley Financial Solutions, Inc.DFIN10,808 shares · 0.0% of their software$144KFlat
- Ribbon Communications Inc.RBBN23,586 shares · 0.0% of their software$91KFlat
- Paysign, Inc.PAYS11,241 shares · 0.0% of their software$64KFlat
- DHI Group, Inc.DHX17,761 shares · 0.0% of their software$40KFlat