Generalist · Atlanta, GA
Voya Investment Management
Q1 2021 · compared with Q4 2020
Filed as Voya Investment Management LLC
- Software
- $5.7B
- Weight of 13F
- 11.6%
- Names
- 134
- Net bought
- −$180M
Filed 17 May 2021 · SEC filing.
2,756 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
- MicrosoftMSFT7,076,312 shares · 29.1% of their software · price +$94.5M$1.7B+$144M
- IntuitINTU1,434,089 shares · 9.6% of their software · price +$4.6M$549MFlat
- TwilioTWLO953,321 shares · 5.7% of their software · price +$2.2M$325M−$15.1M
- AutodeskADSK1,016,036 shares · 4.9% of their software · price −$28.6M$282M−$6.0M
- Five9FIVN1,597,984 shares · 4.4% of their software · price −$28.9M$250M+$73.6M
- ServiceNowNOW492,624 shares · 4.3% of their software · price −$24.8M$246M−$18.3M
- RingCentralRNG720,724 shares · 3.7% of their software · price −$58.4M$215M−$127M
- PaycomPAYC529,924 shares · 3.4% of their software · price −$43.6M$196M+$80.1M
- VeevaVEEV674,845 shares · 3.1% of their software · price −$7.4M$176M+$37.5M
- CoStarCSGP211,149 shares · 3.0% of their software · price −$21.6M$174M−$15.3M
- Fiserv, Inc.FISV1,426,134 shares · 3.0% of their software · price +$7.4M$170M−$4.5M
- DocuSignDOCU648,619 shares · 2.3% of their software · price −$12.9M$131M−$4.0M
- AdobeADBE231,202 shares · 1.9% of their software · price −$5.7M$110M−$61.1M
- CadenceCDNS781,290 shares · 1.9% of their software$107M−$125M
- PaylocityPCTY576,909 shares · 1.8% of their software · price −$15.0M$104M+$36.8M
- Roper Technologies, Inc.ROP234,094 shares · 1.6% of their software · price −$6.5M$94.4M−$174M
- Fair IsaacFICO188,027 shares · 1.6% of their software · price −$4.7M$91.4M−$16.4M
- SalesforceCRM403,462 shares · 1.5% of their software · price −$4.3M$85.5MFlat
- OracleORCL862,963 shares · 1.1% of their software · price +$4.7M$60.6M−$1.8M
- DynatraceDT1,129,186 shares · 0.9% of their software · price +$5.6M$54.5M−$1.5M
- BILLBILL327,936 shares · 0.8% of their software · price +$3.0M$47.7M+$7.7M
- Automatic Data Processing, Inc.ADP177,324 shares · 0.6% of their software · price +$2.2M$33.4M−$1.2M
- SynopsysSNPS116,752 shares · 0.5% of their software · price −$1.3M$28.9M−$1.4M
- Q2QTWO276,183 shares · 0.5% of their software · price −$7.3M$27.7M+$6.2M
- CommvaultCVLT379,750 shares · 0.4% of their software · price +$3.5M$24.5M+$1.3M
- ACI WorldwideACIW642,392 shares · 0.4% of their software$24.4M−$2.2M
- Euronet Worldwide, Inc.EEFT158,750 shares · 0.4% of their software · price −$1.1M$22.0M+$19.1M
- VeriskVRSK106,234 shares · 0.3% of their software · price −$3.3M$18.8M−$1.2M
- Paychex, Inc.PAYX189,973 shares · 0.3% of their software · price +$919K$18.6M−$940K
- Amdocs LimitedDOX248,695 shares · 0.3% of their software$17.4M−$1.4M
- EVERTEC, Inc.EVTC463,500 shares · 0.3% of their software · price −$973K$17.3M−$749K
- F5, Inc.FFIV82,143 shares · 0.3% of their software · price +$2.7M$17.1M−$2.9M
- FortinetFTNT79,724 shares · 0.3% of their software · price +$2.9M$14.7M−$2.7M
- GoDaddyGDDY179,797 shares · 0.2% of their software · price −$958K$14.0MFlat
- Palo Alto NetworksPANW42,302 shares · 0.2% of their software · price −$1.4M$13.6MFlat
- NetApp, Inc.NTAP165,727 shares · 0.2% of their software · price +$1.1M$12.0MFlat
- AkamaiAKAM116,292 shares · 0.2% of their software$11.9MFlat
- Block, Inc.XYZ50,400 shares · 0.2% of their software$11.4MFlat
- DropboxDBX429,073 shares · 0.2% of their software · price +$1.9M$11.4M−$2.2M
- BroadridgeBR70,241 shares · 0.2% of their software$10.8M−$1.5M
- VeriSign, Inc.VRSN52,459 shares · 0.2% of their software · price −$925K$10.4MFlat
- Tyler TechnologiesTYL24,047 shares · 0.2% of their software$10.2MFlat
- Uber Technologies, Inc.UBER185,863 shares · 0.2% of their software · price +$652K$10.1MFlat
- The Trade DeskTTD13,691 shares · 0.2% of their software · price −$2.0M$8.9M−$715K
- BoxBOX387,729 shares · 0.2% of their software · price +$1.9M$8.9M+$5.7M
- HubSpotHUBS19,205 shares · 0.2% of their software · price +$1.1M$8.7M+$588K
- OktaOKTA38,497 shares · 0.1% of their software · price −$1.3M$8.5M−$1.1M
- Gen DigitalGEN384,401 shares · 0.1% of their software$8.2MFlat
- Repay Holdings CorporationRPAY338,997 shares · 0.1% of their software · price −$1.3M$8.0M+$1.5M
- TrimbleTRMB102,133 shares · 0.1% of their software · price +$1.1M$7.9M+$716K
- CrowdStrikeCRWD43,279 shares · 0.1% of their software · price −$1.3M$7.9MFlat
- ZoomZM23,825 shares · 0.1% of their software$7.7MFlat
- WorkdayWDAY29,399 shares · 0.1% of their software$7.3MFlat
- PTCPTC45,635 shares · 0.1% of their software · price +$823K$6.3M+$576K
- DatadogDDOG69,722 shares · 0.1% of their software · price −$1.1M$5.8M+$1.6M
- Calix, Inc.CALX158,927 shares · 0.1% of their software · price +$779K$5.5M−$1.6M
- FactSetFDS17,115 shares · 0.1% of their software$5.3MFlat
- MagniteMGNI123,494 shares · 0.1% of their software · price +$1.3M$5.1M+$2.4M
- QualysQLYS48,654 shares · 0.1% of their software · price −$831K$5.1M−$7.0M
- Sprout SocialSPT80,882 shares · 0.1% of their software · price +$999K$4.7MFlat
- MongoDBMDB17,271 shares · 0.1% of their software · price −$1.6M$4.6MFlat
- WEX Inc.WEX20,982 shares · 0.1% of their software$4.4MFlat
- ZscalerZS23,928 shares · 0.1% of their software · price −$671K$4.1MFlat
- StoneCo Ltd.STNE66,787 shares · 0.1% of their software · price −$1.5M$4.1MFlat
- SS&CSSNC55,865 shares · 0.1% of their software$3.9MFlat
- LiveRamp Holdings, Inc.RAMP60,868 shares · 0.1% of their software · price −$1.3M$3.2M−$5.5M
- Digital TurbineAPPS36,836 shares · 0.1% of their software · price +$877K$3.0MFlat
- Strategy IncMSTR4,354 shares · 0.1% of their software · price +$1.3M$3.0MFlat
- ElasticESTC25,621 shares · 0.0% of their software · price −$895K$2.8MFlat
- CloudflareNET38,500 shares · 0.0% of their software$2.7MFlat
- Manhattan AssociatesMANH22,796 shares · 0.0% of their software$2.7MFlat
- SPS CommerceSPSC25,883 shares · 0.0% of their software$2.6MFlat
- Alarm.com Holdings, Inc.ALRM28,665 shares · 0.0% of their software$2.5MFlat
- BlackLineBL22,411 shares · 0.0% of their software · price −$560K$2.4MFlat
- VaronisVRNS44,613 shares · 0.0% of their software · price −$5.0M$2.3M+$5.1M
- Lyft, Inc.LYFT35,791 shares · 0.0% of their software · price +$503K$2.3MFlat
- WixWIX7,906 shares · 0.0% of their software$2.2MFlat
- AppianAPPN15,583 shares · 0.0% of their software$2.1MFlat
- ProgressPRGS46,483 shares · 0.0% of their software$2.0MFlat
- Upbound Group, Inc.UPBD33,683 shares · 0.0% of their software · price +$652K$1.9MFlat
- Check PointCHKP17,140 shares · 0.0% of their software$1.9MFlat
- 8x8EGHT54,822 shares · 0.0% of their software$1.8M—
- FastlyFSLY26,112 shares · 0.0% of their software · price −$525K$1.8MFlat
- Rapid7RPD22,764 shares · 0.0% of their software$1.7MFlat
- NutanixNTNX62,468 shares · 0.0% of their software$1.7MFlat
- Commerce.com, Inc.CMRC28,004 shares · 0.0% of their software$1.6M+$1.5M
- MorningstarMORN7,008 shares · 0.0% of their software$1.6MFlat
- PegasystemsPEGA13,689 shares · 0.0% of their software$1.6M−$869K
- WorkivaWK17,439 shares · 0.0% of their software$1.5MFlat
- GuidewireGWRE15,115 shares · 0.0% of their software$1.5MFlat
- BlackbaudBLKB21,253 shares · 0.0% of their software$1.5MFlat
- Cerence Inc.CRNC16,604 shares · 0.0% of their software$1.5MFlat
- PagerDutyPD32,442 shares · 0.0% of their software$1.3MFlat
- TeradataTDC31,077 shares · 0.0% of their software$1.2MFlat
- TenableTENB31,370 shares · 0.0% of their software · price −$504K$1.1MFlat
- Bandwidth Inc.BAND8,499 shares · 0.0% of their software$1.1MFlat
- ePlus inc.PLUS10,442 shares · 0.0% of their software$1.0MFlat
- AppFolioAPPF7,119 shares · 0.0% of their software$1.0MFlat
- SchrödingerSDGR13,143 shares · 0.0% of their software$1.0MFlat
- DomoDOMO16,310 shares · 0.0% of their software$918K—
- UnityU8,697 shares · 0.0% of their software$872KFlat
- NetScout Systems, Inc.NTCT30,564 shares · 0.0% of their software$861KFlat
- InterDigital, Inc.IDCC13,211 shares · 0.0% of their software$838KFlat
- Cognyte Software Ltd.CGNT28,268 shares · 0.0% of their software$786KNew · +$786K
- PhreesiaPHR14,699 shares · 0.0% of their software$766KFlat
- Health CatalystHCAT14,725 shares · 0.0% of their software$689KFlat
- YextYEXT46,503 shares · 0.0% of their software$673KFlat
- Sabre CorporationSABR45,116 shares · 0.0% of their software$668KFlat
- Agilysys, Inc.AGYS13,862 shares · 0.0% of their software$665KFlat
- Simulations PlusSLP8,748 shares · 0.0% of their software$553KFlat
- PAR Technology CorporationPAR8,371 shares · 0.0% of their software$548KFlat
- JFrogFROG11,332 shares · 0.0% of their software$503KFlat
- Mitek Systems, Inc.MITK33,515 shares · 0.0% of their software$489KFlat
- Ribbon Communications Inc.RBBN47,693 shares · 0.0% of their software$392KFlat
- Rackspace Technology, Inc.RXT15,465 shares · 0.0% of their software$368KFlat
- Donnelley Financial Solutions, Inc.DFIN13,108 shares · 0.0% of their software$365KFlat
- OneSpan Inc.OSPN14,633 shares · 0.0% of their software$359KFlat
- Tucows Inc.TCX4,126 shares · 0.0% of their software$320KFlat
- C3.aiAI4,651 shares · 0.0% of their software$307KNew · +$645K
- CertaraCERT10,098 shares · 0.0% of their software$276KNew · Flat
- Veritone, Inc.VERI11,344 shares · 0.0% of their software$272KFlat
- SoundThinking, Inc.SSTI7,630 shares · 0.0% of their software$268KFlat
- A10 Networks, Inc.ATEN26,934 shares · 0.0% of their software$259KFlat
- i3 Verticals, Inc.IIIV7,774 shares · 0.0% of their software$242KNew · Flat
- Telos CorporationTLS6,125 shares · 0.0% of their software$232KNew · Flat
- Viant Technology Inc.DSP4,351 shares · 0.0% of their software$230KNew · Flat
- PDF Solutions, Inc.PDFS12,461 shares · 0.0% of their software$222KFlat
- International Money Express, Inc.IMXI14,633 shares · 0.0% of their software$220KFlat
- Ooma, Inc.OOMA10,013 shares · 0.0% of their software$159KNew · Flat
- PowerFleet, Inc.AIOT13,253 shares · 0.0% of their software$109KFlat
- Rimini Street, Inc.RMNI11,257 shares · 0.0% of their software$101KNew · Flat
- eGain CorporationEGAN10,142 shares · 0.0% of their software$96KNew · Flat
- DHI Group, Inc.DHX27,328 shares · 0.0% of their software$92KFlat
- Paysign, Inc.PAYS15,859 shares · 0.0% of their software$69KFlat