Generalist · Atlanta, GA
Voya Investment Management
Q2 2021 · compared with Q1 2021
Filed as Voya Investment Management LLC
- Software
- $6.2B
- Weight of 13F
- 12.0%
- Names
- 137
- Net bought
- +$1.4B
Filed 16 August 2021 · SEC filing.
2,799 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
- MicrosoftMSFT7,447,973 shares · 32.5% of their software · price +$262M$2.0B+$87.6M
- AdobeADBE937,136 shares · 8.8% of their software · price +$103M$549M+$336M
- IntuitINTU979,121 shares · 7.7% of their software · price +$105M$480M−$174M
- AutodeskADSK998,123 shares · 4.7% of their software · price +$14.7M$291M−$5.0M
- DocuSignDOCU671,174 shares · 3.0% of their software · price +$51.8M$188M+$4.6M
- TwilioTWLO468,404 shares · 3.0% of their software · price +$25.0M$185M−$165M
- VeevaVEEV570,187 shares · 2.9% of their software · price +$28.3M$177M−$27.3M
- ServiceNowNOW315,974 shares · 2.8% of their software · price +$15.6M$174M−$88.3M
- CoStarCSGP2,062,846 shares · 2.7% of their software · price −$1.5B$171M+$1.5B
- PaycomPAYC454,925 shares · 2.7% of their software · price −$3.0M$165M−$27.8M
- RingCentralRNG536,037 shares · 2.5% of their software · price −$3.9M$156M−$55.0M
- Fiserv, Inc.FISV1,335,998 shares · 2.3% of their software · price −$16.2M$143M−$10.7M
- Five9FIVN756,756 shares · 2.2% of their software · price +$20.5M$139M−$132M
- PaylocityPCTY575,617 shares · 1.8% of their software · price +$6.3M$110MFlat
- Roper Technologies, Inc.ROP224,106 shares · 1.7% of their software · price +$15.0M$105M−$4.0M
- CadenceCDNS739,266 shares · 1.6% of their software$101M−$5.8M
- Fair IsaacFICO186,810 shares · 1.5% of their software · price +$3.1M$93.9MFlat
- SalesforceCRM368,889 shares · 1.5% of their software · price +$12.0M$90.1M−$7.3M
- DynatraceDT1,245,572 shares · 1.2% of their software · price +$12.7M$72.8M+$5.6M
- BILLBILL361,988 shares · 1.1% of their software · price +$13.6M$66.3M+$5.0M
- OracleORCL789,403 shares · 1.0% of their software · price +$6.1M$61.4M−$5.2M
- Automatic Data Processing, Inc.ADP167,261 shares · 0.5% of their software · price +$1.7M$33.2M−$1.9M
- Q2QTWO266,840 shares · 0.4% of their software · price +$635K$27.4M−$936K
- SynopsysSNPS93,187 shares · 0.4% of their software · price +$2.6M$25.7M−$5.8M
- ACI WorldwideACIW671,339 shares · 0.4% of their software · price −$611K$24.9M+$1.1M
- EVERTEC, Inc.EVTC514,278 shares · 0.4% of their software · price +$3.3M$22.4M+$1.9M
- Paychex, Inc.PAYX193,165 shares · 0.3% of their software · price +$1.8M$20.7MFlat
- CommvaultCVLT257,758 shares · 0.3% of their software · price +$3.5M$20.1M−$7.9M
- Euronet Worldwide, Inc.EEFT145,479 shares · 0.3% of their software$19.7M−$1.8M
- FortinetFTNT77,094 shares · 0.3% of their software · price +$4.1M$18.4MFlat
- Amdocs LimitedDOX222,396 shares · 0.3% of their software · price +$1.6M$17.2M−$1.8M
- VeriskVRSK97,425 shares · 0.3% of their software$17.0M−$1.6M
- Palo Alto NetworksPANW41,438 shares · 0.2% of their software · price +$2.0M$15.4MFlat
- Intapp, Inc.INTA499,999 shares · 0.2% of their software$14.0MNew · +$14.0M
- PalantirPLTR524,056 shares · 0.2% of their software · price +$1.6M$13.8MNew · +$12.2M
- CrowdStrikeCRWD51,757 shares · 0.2% of their software · price +$3.6M$13.0M+$1.5M
- NetApp, Inc.NTAP154,478 shares · 0.2% of their software · price +$1.4M$12.6M−$817K
- Block, Inc.XYZ51,680 shares · 0.2% of their software · price +$866K$12.6MFlat
- DropboxDBX400,687 shares · 0.2% of their software · price +$1.5M$12.1M−$757K
- BoxBOX447,029 shares · 0.2% of their software · price +$1.2M$11.4M+$1.4M
- HubSpotHUBS19,426 shares · 0.2% of their software · price +$2.5M$11.3MFlat
- AkamaiAKAM96,757 shares · 0.2% of their software · price +$1.4M$11.3M−$2.0M
- Uber Technologies, Inc.UBER217,951 shares · 0.2% of their software · price −$957K$10.9M+$1.7M
- ZoomZM28,192 shares · 0.2% of their software · price +$1.9M$10.9M+$1.4M
- BroadridgeBR66,867 shares · 0.2% of their software · price +$564K$10.8M−$517K
- The Trade DeskTTD138,207 shares · 0.2% of their software · price −$79.4M$10.7M+$81.1M
- DatadogDDOG100,957 shares · 0.2% of their software · price +$2.1M$10.5M+$2.6M
- Tyler TechnologiesTYL21,973 shares · 0.2% of their software · price +$612K$9.9M−$880K
- OktaOKTA40,064 shares · 0.2% of their software · price +$972K$9.8MFlat
- VeriSign, Inc.VRSN39,951 shares · 0.1% of their software · price +$1.2M$9.1M−$2.5M
- Repay Holdings CorporationRPAY365,479 shares · 0.1% of their software$8.8M+$622K
- PTCPTC59,320 shares · 0.1% of their software$8.4M+$1.9M
- TrimbleTRMB102,414 shares · 0.1% of their software$8.4MFlat
- CloudflareNET78,735 shares · 0.1% of their software · price +$2.8M$8.3M+$2.8M
- MagniteMGNI243,461 shares · 0.1% of their software · price −$1.9M$8.2M+$5.0M
- Gen DigitalGEN297,815 shares · 0.1% of their software · price +$1.8M$8.1M−$1.8M
- Shift4 Payments, Inc.FOUR81,272 shares · 0.1% of their software · price +$952K$7.6MNew · +$6.7M
- F5, Inc.FFIV40,625 shares · 0.1% of their software · price −$892K$7.6M−$8.7M
- WixWIX25,192 shares · 0.1% of their software$7.3M+$4.8M
- Calix, Inc.CALX146,248 shares · 0.1% of their software · price +$1.9M$6.9MFlat
- WorkdayWDAY26,699 shares · 0.1% of their software$6.4M−$671K
- GoDaddyGDDY72,352 shares · 0.1% of their software · price +$676K$6.3M−$8.3M
- MongoDBMDB17,057 shares · 0.1% of their software · price +$1.6M$6.2MFlat
- Lyft, Inc.LYFT90,447 shares · 0.1% of their software$5.5M+$3.5M
- ZscalerZS24,931 shares · 0.1% of their software · price +$1.1M$5.4MFlat
- UnityU47,460 shares · 0.1% of their software$5.2M+$3.9M
- FactSetFDS15,479 shares · 0.1% of their software$5.2M−$505K
- StoneCo Ltd.STNE68,833 shares · 0.1% of their software$4.6MFlat
- QualysQLYS44,105 shares · 0.1% of their software$4.4MFlat
- SS&CSSNC53,727 shares · 0.1% of their software$3.9MFlat
- ElasticESTC26,358 shares · 0.1% of their software · price +$911K$3.8MFlat
- SnowflakeSNOW15,630 shares · 0.1% of their software$3.8MNew · +$3.6M
- SPS CommerceSPSC29,243 shares · 0.0% of their software$2.9MFlat
- JFrogFROG64,047 shares · 0.0% of their software$2.9M+$2.3M
- Strategy IncMSTR4,374 shares · 0.0% of their software$2.9MFlat
- Bentley SystemsBSY44,168 shares · 0.0% of their software · price +$788K$2.9MNew · +$2.1M
- Manhattan AssociatesMANH18,701 shares · 0.0% of their software · price +$514K$2.7MFlat
- Alarm.com Holdings, Inc.ALRM30,809 shares · 0.0% of their software$2.6MFlat
- Digital TurbineAPPS33,375 shares · 0.0% of their software$2.5MFlat
- VaronisVRNS41,560 shares · 0.0% of their software$2.4MFlat
- NutanixNTNX62,102 shares · 0.0% of their software · price +$724K$2.4MFlat
- WEX Inc.WEX12,007 shares · 0.0% of their software$2.3M−$1.9M
- BlackLineBL20,844 shares · 0.0% of their software$2.3MFlat
- ProgressPRGS46,560 shares · 0.0% of their software$2.2MFlat
- AppianAPPN15,453 shares · 0.0% of their software$2.1MFlat
- Check PointCHKP17,581 shares · 0.0% of their software$2.0MFlat
- Rapid7RPD21,228 shares · 0.0% of their software$2.0MFlat
- MorningstarMORN7,756 shares · 0.0% of their software$2.0MFlat
- PegasystemsPEGA13,861 shares · 0.0% of their software$1.9MFlat
- WorkivaWK16,279 shares · 0.0% of their software$1.8MFlat
- Sprout SocialSPT20,243 shares · 0.0% of their software · price +$641K$1.8M−$3.5M
- AsanaASAN28,968 shares · 0.0% of their software · price +$969K$1.8MNew · +$828K
- TeradataTDC33,165 shares · 0.0% of their software$1.7MFlat
- Cerence Inc.CRNC14,995 shares · 0.0% of their software$1.6MFlat
- GuidewireGWRE13,376 shares · 0.0% of their software$1.5MFlat
- Upbound Group, Inc.UPBD28,130 shares · 0.0% of their software$1.5MFlat
- BlackbaudBLKB19,310 shares · 0.0% of their software$1.5MFlat
- TenableTENB35,075 shares · 0.0% of their software$1.5MFlat
- PagerDutyPD31,367 shares · 0.0% of their software$1.3MFlat
- SchrödingerSDGR17,674 shares · 0.0% of their software$1.3MFlat
- Sabre CorporationSABR102,337 shares · 0.0% of their software$1.3M+$847K
- DomoDOMO15,551 shares · 0.0% of their software$1.3M—
- Bandwidth Inc.BAND8,855 shares · 0.0% of their software$1.2MFlat
- LiveRamp Holdings, Inc.RAMP25,781 shares · 0.0% of their software$1.2M−$1.8M
- Commerce.com, Inc.CMRC18,417 shares · 0.0% of their software$1.2M−$554K
- 8x8EGHT42,574 shares · 0.0% of their software$1.2M—
- AppFolioAPPF7,221 shares · 0.0% of their software$1.0MFlat
- FastlyFSLY16,856 shares · 0.0% of their software$1.0M−$623K
- Health CatalystHCAT17,288 shares · 0.0% of their software$960KFlat
- InterDigital, Inc.IDCC12,337 shares · 0.0% of their software$901KFlat
- PhreesiaPHR14,637 shares · 0.0% of their software$897KFlat
- ePlus inc.PLUS10,058 shares · 0.0% of their software$872KFlat
- NetScout Systems, Inc.NTCT28,401 shares · 0.0% of their software$811KFlat
- Agilysys, Inc.AGYS13,246 shares · 0.0% of their software$753KFlat
- PAR Technology CorporationPAR9,174 shares · 0.0% of their software$642KFlat
- YextYEXT43,562 shares · 0.0% of their software$623KFlat
- Mitek Systems, Inc.MITK31,862 shares · 0.0% of their software$613KFlat
- Simulations PlusSLP9,259 shares · 0.0% of their software$508KFlat
- Rackspace Technology, Inc.RXT20,646 shares · 0.0% of their software$405KFlat
- Donnelley Financial Solutions, Inc.DFIN11,758 shares · 0.0% of their software$388KFlat
- OneSpan Inc.OSPN14,013 shares · 0.0% of their software$358KFlat
- Ribbon Communications Inc.RBBN46,380 shares · 0.0% of their software$353KFlat
- Tucows Inc.TCX3,943 shares · 0.0% of their software$317KFlat
- A10 Networks, Inc.ATEN25,673 shares · 0.0% of their software$289KFlat
- DigitalOceanDOCN4,731 shares · 0.0% of their software$263KNew · Flat
- CertaraCERT8,462 shares · 0.0% of their software$240KFlat
- i3 Verticals, Inc.IIIV7,774 shares · 0.0% of their software$235KFlat
- C3.aiAI3,733 shares · 0.0% of their software$233KFlat
- PDF Solutions, Inc.PDFS12,461 shares · 0.0% of their software$227KFlat
- Telos CorporationTLS6,642 shares · 0.0% of their software$226KFlat
- Agora, Inc.API5,343 shares · 0.0% of their software$224KNew · Flat
- Veritone, Inc.VERI11,234 shares · 0.0% of their software$221KFlat
- DoubleVerifyDV4,915 shares · 0.0% of their software$208KNew · Flat
- Kingsoft Cloud Holdings LimitedKC5,966 shares · 0.0% of their software$202KNew · Flat
- International Money Express, Inc.IMXI13,590 shares · 0.0% of their software$201KFlat
- Rekor Systems, Inc.REKR12,138 shares · 0.0% of their software$123KNew · Flat
- Rimini Street, Inc.RMNI17,452 shares · 0.0% of their software$108KFlat