Generalist · Atlanta, GA
Voya Investment Management
Q4 2020 · compared with Q3 2020
Filed as Voya Investment Management LLC
- Software
- $6.1B
- Weight of 13F
- 12.3%
- Names
- 127
- Net bought
- −$1.0B
Filed 16 February 2021 · SEC filing.
2,679 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
- MicrosoftMSFT6,429,050 shares · 23.5% of their software · price +$77.7M$1.4B−$321M
- IntuitINTU1,437,708 shares · 9.0% of their software · price +$77.1M$546M−$48.7M
- RingCentralRNG1,054,675 shares · 6.6% of their software · price +$110M$400M+$87.1M
- TwilioTWLO997,888 shares · 5.6% of their software · price +$91.2M$338M+$23.8M
- AutodeskADSK1,035,701 shares · 5.2% of their software · price +$77.0M$316M−$36.2M
- ServiceNowNOW525,895 shares · 4.8% of their software · price +$34.4M$289M−$14.0M
- Roper Technologies, Inc.ROP638,668 shares · 4.5% of their software · price +$23.0M$275M−$35.4M
- CadenceCDNS1,697,619 shares · 3.8% of their software · price +$50.6M$232M−$255M
- CoStarCSGP227,684 shares · 3.5% of their software · price +$17.3M$210M−$16.7M
- Five9FIVN1,175,953 shares · 3.4% of their software · price +$52.6M$205M−$45.4M
- AdobeADBE353,390 shares · 2.9% of their software · price +$3.4M$177M−$72.0M
- Fiserv, Inc.FISV1,465,917 shares · 2.7% of their software · price +$15.8M$167M+$50.3M
- PaycomPAYC352,847 shares · 2.6% of their software · price +$49.7M$160M+$41.5M
- DocuSignDOCU666,486 shares · 2.4% of their software · price +$4.7M$148M−$24.3M
- VeevaVEEV537,122 shares · 2.4% of their software · price −$4.8M$146M+$20.5M
- Fair IsaacFICO220,047 shares · 1.9% of their software · price +$18.8M$112M+$8.8M
- SalesforceCRM406,640 shares · 1.5% of their software · price −$11.7M$90.5M−$260M
- PaylocityPCTY398,093 shares · 1.3% of their software · price +$17.7M$82.0M−$24.8M
- OracleORCL891,146 shares · 0.9% of their software · price +$4.4M$57.6M−$20.0M
- DynatraceDT1,163,406 shares · 0.8% of their software · price +$2.6M$50.3M−$3.5M
- BILLBILL271,688 shares · 0.6% of their software · price +$9.8M$37.1M+$25.2M
- Automatic Data Processing, Inc.ADP184,001 shares · 0.5% of their software · price +$6.8M$32.4M−$3.0M
- SynopsysSNPS122,037 shares · 0.5% of their software · price +$5.5M$31.6M−$2.0M
- Q2QTWO227,031 shares · 0.5% of their software · price +$8.0M$28.7M+$3.5M
- ACI WorldwideACIW699,760 shares · 0.4% of their software · price +$8.6M$26.9M+$5.1M
- VeriskVRSK112,244 shares · 0.4% of their software · price +$2.5M$23.3M−$1.3M
- CommvaultCVLT356,831 shares · 0.3% of their software · price +$5.2M$19.8M−$1.0M
- Amdocs LimitedDOX268,825 shares · 0.3% of their software · price +$3.6M$19.1M−$3.6M
- EVERTEC, Inc.EVTC482,549 shares · 0.3% of their software · price +$2.2M$19.0M−$7.1M
- Paychex, Inc.PAYX200,065 shares · 0.3% of their software · price +$2.7M$18.6M−$12.4M
- F5, Inc.FFIV98,353 shares · 0.3% of their software · price +$5.2M$17.3M−$3.4M
- Palo Alto NetworksPANW43,003 shares · 0.3% of their software · price +$4.8M$15.3M+$1.1M
- FortinetFTNT98,062 shares · 0.2% of their software · price +$3.0M$14.6M−$1.8M
- GoDaddyGDDY174,738 shares · 0.2% of their software · price +$1.2M$14.5M−$3.1M
- QualysQLYS106,045 shares · 0.2% of their software · price +$2.5M$12.9M−$1.6M
- AkamaiAKAM119,403 shares · 0.2% of their software · price −$663K$12.5MFlat
- BroadridgeBR79,888 shares · 0.2% of their software · price +$1.7M$12.2M−$12.0M
- VeriSign, Inc.VRSN54,674 shares · 0.2% of their software · price +$631K$11.8M−$1.5M
- DropboxDBX527,995 shares · 0.2% of their software · price +$1.5M$11.7M+$564K
- The Trade DeskTTD14,584 shares · 0.2% of their software · price +$4.1M$11.7MFlat
- Block, Inc.XYZ52,252 shares · 0.2% of their software · price +$2.9M$11.4MFlat
- NetApp, Inc.NTAP166,809 shares · 0.2% of their software · price +$3.7M$11.0MFlat
- Tyler TechnologiesTYL25,068 shares · 0.2% of their software · price +$2.2M$10.9M−$603K
- OktaOKTA42,636 shares · 0.2% of their software · price +$1.7M$10.8MFlat
- LiveRamp Holdings, Inc.RAMP136,013 shares · 0.2% of their software · price +$2.9M$10.0M−$7.1M
- Uber Technologies, Inc.UBER188,024 shares · 0.2% of their software · price +$2.7M$9.6MFlat
- CrowdStrikeCRWD45,009 shares · 0.2% of their software · price +$3.4M$9.5MFlat
- Gen DigitalGEN407,544 shares · 0.1% of their software$8.5M−$12.4M
- ZoomZM23,577 shares · 0.1% of their software · price −$3.1M$8.0MFlat
- Repay Holdings CorporationRPAY283,554 shares · 0.1% of their software · price +$1.1M$7.7MFlat
- HubSpotHUBS17,722 shares · 0.1% of their software · price +$1.8M$7.0MFlat
- WorkdayWDAY27,511 shares · 0.1% of their software · price +$673K$6.6MFlat
- MongoDBMDB17,970 shares · 0.1% of their software · price +$2.3M$6.5MFlat
- Calix, Inc.CALX212,775 shares · 0.1% of their software · price +$2.5M$6.3M−$1.7M
- TrimbleTRMB91,404 shares · 0.1% of their software · price +$1.7M$6.1MFlat
- FactSetFDS18,061 shares · 0.1% of their software$6.0M−$1.7M
- StoneCo Ltd.STNE71,141 shares · 0.1% of their software · price +$2.2M$6.0MFlat
- DatadogDDOG53,789 shares · 0.1% of their software$5.3MFlat
- ZscalerZS25,488 shares · 0.1% of their software · price +$1.5M$5.1MFlat
- PTCPTC40,822 shares · 0.1% of their software · price +$1.5M$4.9MFlat
- WEX Inc.WEX21,624 shares · 0.1% of their software · price +$1.4M$4.4MFlat
- SS&CSSNC59,134 shares · 0.1% of their software · price +$723K$4.3M−$1.5M
- Euronet Worldwide, Inc.EEFT27,266 shares · 0.1% of their software · price +$1.5M$4.0M−$959K
- ElasticESTC23,290 shares · 0.1% of their software · price +$891K$3.4MFlat
- Sprout SocialSPT72,462 shares · 0.1% of their software · price +$501K$3.3M−$3.4M
- CloudflareNET38,463 shares · 0.0% of their software · price +$1.3M$2.9MFlat
- BlackLineBL21,858 shares · 0.0% of their software · price +$956K$2.9M−$7.8M
- SPS CommerceSPSC25,682 shares · 0.0% of their software · price +$789K$2.8MFlat
- PegasystemsPEGA20,209 shares · 0.0% of their software$2.7M−$1.4M
- Alarm.com Holdings, Inc.ALRM25,334 shares · 0.0% of their software · price +$1.2M$2.6MFlat
- AppianAPPN15,383 shares · 0.0% of their software · price +$1.5M$2.5MFlat
- FastlyFSLY27,815 shares · 0.0% of their software$2.4MFlat
- Check PointCHKP17,107 shares · 0.0% of their software$2.3MFlat
- Manhattan AssociatesMANH21,148 shares · 0.0% of their software$2.2MFlat
- VaronisVRNS13,573 shares · 0.0% of their software · price +$654K$2.2MFlat
- NutanixNTNX68,107 shares · 0.0% of their software · price +$660K$2.2MFlat
- GuidewireGWRE15,849 shares · 0.0% of their software$2.0MFlat
- Digital TurbineAPPS35,929 shares · 0.0% of their software · price +$856K$2.0MFlat
- ProgressPRGS44,863 shares · 0.0% of their software$2.0MFlat
- WixWIX7,974 shares · 0.0% of their software$2.0MFlat
- Rapid7RPD22,058 shares · 0.0% of their software · price +$638K$2.0MFlat
- 8x8EGHT56,197 shares · 0.0% of their software$1.9M—
- Lyft, Inc.LYFT36,515 shares · 0.0% of their software · price +$788K$1.8MFlat
- MorningstarMORN7,449 shares · 0.0% of their software · price +$529K$1.7M−$8.8M
- Cerence Inc.CRNC15,963 shares · 0.0% of their software · price +$824K$1.6MFlat
- TenableTENB30,315 shares · 0.0% of their software$1.6MFlat
- WorkivaWK17,122 shares · 0.0% of their software · price +$614K$1.6MFlat
- BlackbaudBLKB27,110 shares · 0.0% of their software$1.6MFlat
- Upbound Group, Inc.UPBD40,685 shares · 0.0% of their software$1.6MFlat
- MagniteMGNI46,579 shares · 0.0% of their software · price +$1.1M$1.4MFlat
- UnityU9,173 shares · 0.0% of their software · price +$607K$1.4MNew · +$801K
- BoxBOX73,993 shares · 0.0% of their software$1.3MFlat
- Bandwidth Inc.BAND8,395 shares · 0.0% of their software$1.3MFlat
- AppFolioAPPF7,144 shares · 0.0% of their software$1.3MFlat
- Strategy IncMSTR3,211 shares · 0.0% of their software · price +$764K$1.2MFlat
- PagerDutyPD24,491 shares · 0.0% of their software$1.0MFlat
- SchrödingerSDGR12,719 shares · 0.0% of their software$1.0MFlat
- DomoDOMO15,501 shares · 0.0% of their software$988K—
- ePlus inc.PLUS10,378 shares · 0.0% of their software$913KFlat
- NetScout Systems, Inc.NTCT30,175 shares · 0.0% of their software$827KFlat
- InterDigital, Inc.IDCC13,372 shares · 0.0% of their software$811KFlat
- TeradataTDC33,015 shares · 0.0% of their software$742KFlat
- PhreesiaPHR13,161 shares · 0.0% of their software$714KFlat
- YextYEXT43,998 shares · 0.0% of their software$692KFlat
- Health CatalystHCAT14,410 shares · 0.0% of their software$627KFlat
- Simulations PlusSLP8,139 shares · 0.0% of their software$585KFlat
- Sabre CorporationSABR46,954 shares · 0.0% of their software$564KFlat
- Mitek Systems, Inc.MITK29,869 shares · 0.0% of their software$531KFlat
- Agilysys, Inc.AGYS13,641 shares · 0.0% of their software$524KFlat
- PAR Technology CorporationPAR7,319 shares · 0.0% of their software$460KFlat
- Tucows Inc.TCX4,181 shares · 0.0% of their software$309KFlat
- OneSpan Inc.OSPN14,642 shares · 0.0% of their software$303KFlat
- Veritone, Inc.VERI10,165 shares · 0.0% of their software$289KNew · Flat
- PDF Solutions, Inc.PDFS12,972 shares · 0.0% of their software$280KFlat
- SoundThinking, Inc.SSTI7,367 shares · 0.0% of their software$278KFlat
- JFrogFROG4,260 shares · 0.0% of their software$268KNew · Flat
- A10 Networks, Inc.ATEN27,055 shares · 0.0% of their software$267KFlat
- Rackspace Technology, Inc.RXT13,839 shares · 0.0% of their software$264KNew · Flat
- Commerce.com, Inc.CMRC3,913 shares · 0.0% of their software$251KFlat
- Donnelley Financial Solutions, Inc.DFIN13,243 shares · 0.0% of their software$225KFlat
- Daily Journal CorporationDJCO518 shares · 0.0% of their software$209KNew · Flat
- Kingsoft Cloud Holdings LimitedKC4,751 shares · 0.0% of their software$207KNew · Flat
- Ribbon Communications Inc.RBBN30,194 shares · 0.0% of their software$198KFlat
- International Money Express, Inc.IMXI10,576 shares · 0.0% of their software$164KNew · Flat
- PowerFleet, Inc.AIOT13,253 shares · 0.0% of their software$98KNew · Flat
- Paysign, Inc.PAYS13,310 shares · 0.0% of their software$62KFlat
- DHI Group, Inc.DHX27,328 shares · 0.0% of their software$61KFlat