Generalist · Atlanta, GA
Voya Investment Management
Q3 2021 · compared with Q2 2021
Filed as Voya Investment Management LLC
- Software
- $6.4B
- Weight of 13F
- 12.8%
- Names
- 137
- Net bought
- −$76.1M
Filed 15 November 2021 · SEC filing.
2,802 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
- MicrosoftMSFT8,083,011 shares · 35.6% of their software · price +$89.1M$2.3B+$172M
- AdobeADBE1,050,960 shares · 9.5% of their software · price −$10.4M$605M+$66.7M
- IntuitINTU970,514 shares · 8.2% of their software · price +$47.9M$524MFlat
- CoStarCSGP3,223,796 shares · 4.3% of their software · price +$10.4M$277M+$96.1M
- AutodeskADSK941,651 shares · 4.2% of their software · price −$6.3M$269M−$16.5M
- ServiceNowNOW369,817 shares · 3.6% of their software · price +$26.9M$230M+$29.6M
- BILLBILL838,429 shares · 3.5% of their software · price +$70.2M$224M+$87.3M
- PaycomPAYC388,587 shares · 3.0% of their software · price +$51.4M$193M−$24.1M
- DocuSignDOCU652,778 shares · 2.6% of their software · price −$14.5M$168M−$5.1M
- TwilioTWLO450,902 shares · 2.2% of their software · price −$33.9M$144M−$6.9M
- CadenceCDNS802,316 shares · 1.9% of their software · price +$11.7M$122M+$8.6M
- Roper Technologies, Inc.ROP272,297 shares · 1.9% of their software · price −$6.6M$121M+$22.7M
- PaylocityPCTY375,898 shares · 1.6% of their software · price +$33.7M$105M−$38.1M
- SalesforceCRM372,747 shares · 1.6% of their software · price +$10.0M$101M+$942K
- DynatraceDT1,214,962 shares · 1.3% of their software · price +$15.2M$86.2M−$1.8M
- Shift4 Payments, Inc.FOUR844,131 shares · 1.0% of their software · price −$13.7M$65.4M+$71.5M
- RingCentralRNG282,239 shares · 1.0% of their software · price −$20.6M$61.4M−$73.7M
- OracleORCL701,894 shares · 1.0% of their software · price +$6.5M$61.2M−$6.8M
- VeevaVEEV204,392 shares · 0.9% of their software · price −$4.7M$58.9M−$114M
- Automatic Data Processing, Inc.ADP159,959 shares · 0.5% of their software$32.0M−$1.5M
- SynopsysSNPS91,249 shares · 0.4% of their software · price +$2.2M$27.3M−$534K
- Q2QTWO312,455 shares · 0.4% of their software · price −$7.0M$25.0M+$4.7M
- Fiserv, Inc.FISV205,486 shares · 0.3% of their software$22.3M−$121M
- FortinetFTNT75,422 shares · 0.3% of their software · price +$4.1M$22.0MFlat
- Paychex, Inc.PAYX184,768 shares · 0.3% of their software · price +$952K$20.8M−$901K
- Euronet Worldwide, Inc.EEFT160,767 shares · 0.3% of their software · price −$1.3M$20.5M+$2.1M
- VeriskVRSK99,594 shares · 0.3% of their software · price +$2.5M$19.9MFlat
- Palo Alto NetworksPANW40,565 shares · 0.3% of their software · price +$4.4M$19.4MFlat
- CommvaultCVLT249,022 shares · 0.3% of their software · price −$712K$18.8M−$683K
- EVERTEC, Inc.EVTC379,849 shares · 0.3% of their software · price +$786K$17.4M−$5.9M
- Amdocs LimitedDOX216,265 shares · 0.3% of their software$16.4MFlat
- CrowdStrikeCRWD62,302 shares · 0.2% of their software$15.3M+$2.7M
- DatadogDDOG100,539 shares · 0.2% of their software · price +$3.7M$14.2MFlat
- BoxBOX596,272 shares · 0.2% of their software · price −$1.1M$14.1M+$3.8M
- HubSpotHUBS19,006 shares · 0.2% of their software · price +$1.8M$12.9MFlat
- NetApp, Inc.NTAP141,164 shares · 0.2% of their software · price +$1.1M$12.7M−$1.1M
- PalantirPLTR513,506 shares · 0.2% of their software · price −$1.2M$12.3MFlat
- Block, Inc.XYZ51,143 shares · 0.2% of their software$12.3MFlat
- DropboxDBX410,451 shares · 0.2% of their software$12.0MFlat
- ACI WorldwideACIW381,365 shares · 0.2% of their software · price −$2.4M$11.7M−$10.8M
- BroadridgeBR63,845 shares · 0.2% of their software$10.6MFlat
- Intapp, Inc.INTA391,331 shares · 0.2% of their software · price −$877K$10.1M−$3.0M
- AkamaiAKAM94,906 shares · 0.2% of their software · price −$1.1M$9.9MFlat
- Tyler TechnologiesTYL21,533 shares · 0.2% of their software$9.9MFlat
- Uber Technologies, Inc.UBER214,001 shares · 0.1% of their software · price −$1.1M$9.6MFlat
- The Trade DeskTTD135,425 shares · 0.1% of their software · price −$956K$9.5MFlat
- OktaOKTA39,258 shares · 0.1% of their software$9.3MFlat
- MongoDBMDB19,586 shares · 0.1% of their software · price +$2.2M$9.2M+$914K
- CloudflareNET79,347 shares · 0.1% of their software · price +$540K$8.9MFlat
- PhreesiaPHR135,811 shares · 0.1% of their software$8.4M+$7.4M
- TrimbleTRMB100,910 shares · 0.1% of their software$8.3MFlat
- MagniteMGNI291,595 shares · 0.1% of their software · price −$1.7M$8.2M+$1.6M
- F5, Inc.FFIV40,326 shares · 0.1% of their software$8.0MFlat
- VeriSign, Inc.VRSN38,887 shares · 0.1% of their software · price −$882K$8.0MFlat
- Calix, Inc.CALX153,536 shares · 0.1% of their software$7.6MFlat
- SnowflakeSNOW24,994 shares · 0.1% of their software · price +$1.5M$7.6M+$2.3M
- ZoomZM27,520 shares · 0.1% of their software · price −$3.5M$7.2MFlat
- PTCPTC58,128 shares · 0.1% of their software · price −$1.2M$7.0MFlat
- Gen DigitalGEN264,240 shares · 0.1% of their software · price −$507K$6.7M−$914K
- WorkdayWDAY26,476 shares · 0.1% of their software$6.6MFlat
- ZscalerZS24,429 shares · 0.1% of their software · price +$1.1M$6.4MFlat
- Repay Holdings CorporationRPAY262,030 shares · 0.1% of their software$6.0M−$2.5M
- FactSetFDS15,140 shares · 0.1% of their software · price +$896K$6.0MFlat
- UnityU47,036 shares · 0.1% of their software · price +$772K$5.9MFlat
- Digital TurbineAPPS78,664 shares · 0.1% of their software · price −$573K$5.4M+$3.4M
- Lyft, Inc.LYFT93,962 shares · 0.1% of their software · price −$647K$5.0MFlat
- WixWIX24,789 shares · 0.1% of their software · price −$2.3M$4.9MFlat
- QualysQLYS43,144 shares · 0.1% of their software$4.8MFlat
- SPS CommerceSPSC29,402 shares · 0.1% of their software · price +$1.8M$4.7MFlat
- Fair IsaacFICO11,084 shares · 0.1% of their software · price −$1.2M$4.4M−$88.3M
- GoDaddyGDDY59,882 shares · 0.1% of their software · price −$1.0M$4.2M−$1.1M
- ElasticESTC26,199 shares · 0.1% of their software$3.9MFlat
- JFrogFROG114,914 shares · 0.1% of their software · price −$1.4M$3.9M+$2.3M
- CS Disco, Inc.LAW74,423 shares · 0.1% of their software$3.6MNew · +$3.6M
- Five9FIVN21,103 shares · 0.1% of their software$3.4M−$135M
- AsanaASAN28,814 shares · 0.0% of their software · price +$1.2M$3.0MFlat
- SS&CSSNC41,953 shares · 0.0% of their software$2.9M−$848K
- Manhattan AssociatesMANH18,367 shares · 0.0% of their software$2.8MFlat
- Bentley SystemsBSY44,278 shares · 0.0% of their software$2.7MFlat
- Strategy IncMSTR4,390 shares · 0.0% of their software$2.5MFlat
- VaronisVRNS41,528 shares · 0.0% of their software$2.5MFlat
- Sprout SocialSPT20,493 shares · 0.0% of their software · price +$667K$2.5MFlat
- BlackLineBL20,969 shares · 0.0% of their software$2.5MFlat
- Alarm.com Holdings, Inc.ALRM31,127 shares · 0.0% of their software$2.4MFlat
- Rapid7RPD21,359 shares · 0.0% of their software$2.4MFlat
- StoneCo Ltd.STNE67,486 shares · 0.0% of their software · price −$2.2M$2.3MFlat
- ProgressPRGS47,232 shares · 0.0% of their software$2.3MFlat
- WorkivaWK16,387 shares · 0.0% of their software$2.3MFlat
- NutanixNTNX60,851 shares · 0.0% of their software$2.3MFlat
- WEX Inc.WEX11,802 shares · 0.0% of their software$2.1MFlat
- MorningstarMORN7,612 shares · 0.0% of their software$2.0MFlat
- Check PointCHKP17,159 shares · 0.0% of their software$1.9MFlat
- TeradataTDC32,541 shares · 0.0% of their software$1.9MFlat
- TenableTENB35,641 shares · 0.0% of their software$1.6MFlat
- Upbound Group, Inc.UPBD28,469 shares · 0.0% of their software$1.6MFlat
- PegasystemsPEGA12,529 shares · 0.0% of their software$1.6MFlat
- GuidewireGWRE13,361 shares · 0.0% of their software$1.6MFlat
- DigitalOceanDOCN19,029 shares · 0.0% of their software$1.5M+$795K
- AppianAPPN15,434 shares · 0.0% of their software · price −$698K$1.4MFlat
- Cerence Inc.CRNC14,854 shares · 0.0% of their software$1.4MFlat
- BlackbaudBLKB19,467 shares · 0.0% of their software$1.4MFlat
- DomoDOMO15,733 shares · 0.0% of their software$1.3M—
- PagerDutyPD31,727 shares · 0.0% of their software$1.3MFlat
- LiveRamp Holdings, Inc.RAMP25,781 shares · 0.0% of their software$1.2MFlat
- Sabre CorporationSABR100,730 shares · 0.0% of their software$1.2MFlat
- ePlus inc.PLUS10,091 shares · 0.0% of their software$1.0MFlat
- 8x8EGHT43,208 shares · 0.0% of their software$1.0M—
- SchrödingerSDGR17,765 shares · 0.0% of their software$971KFlat
- Commerce.com, Inc.CMRC18,739 shares · 0.0% of their software$949KFlat
- AppFolioAPPF7,346 shares · 0.0% of their software$884KFlat
- Health CatalystHCAT17,616 shares · 0.0% of their software$881KFlat
- InterDigital, Inc.IDCC12,390 shares · 0.0% of their software$840KFlat
- Bandwidth Inc.BAND8,855 shares · 0.0% of their software$799KFlat
- NetScout Systems, Inc.NTCT27,863 shares · 0.0% of their software$751KFlat
- Agilysys, Inc.AGYS13,703 shares · 0.0% of their software$717KFlat
- CourseraCOUR22,046 shares · 0.0% of their software$698KNew · +$872K
- CertaraCERT20,583 shares · 0.0% of their software$681KFlat
- FastlyFSLY16,783 shares · 0.0% of their software$679KFlat
- Mitek Systems, Inc.MITK33,125 shares · 0.0% of their software$613KFlat
- PAR Technology CorporationPAR9,436 shares · 0.0% of their software$580KFlat
- YextYEXT44,850 shares · 0.0% of their software$540KFlat
- Telos CorporationTLS15,170 shares · 0.0% of their software$431KFlat
- Donnelley Financial Solutions, Inc.DFIN12,189 shares · 0.0% of their software$422KFlat
- Simulations PlusSLP9,347 shares · 0.0% of their software$369KFlat
- A10 Networks, Inc.ATEN25,673 shares · 0.0% of their software$346KFlat
- C3.aiAI6,875 shares · 0.0% of their software$319KFlat
- Tucows Inc.TCX3,943 shares · 0.0% of their software$311KFlat
- Rackspace Technology, Inc.RXT21,757 shares · 0.0% of their software$309KFlat
- PDF Solutions, Inc.PDFS12,591 shares · 0.0% of their software$290KFlat
- Ribbon Communications Inc.RBBN46,954 shares · 0.0% of their software$280KFlat
- Veritone, Inc.VERI11,234 shares · 0.0% of their software$268KFlat
- OneSpan Inc.OSPN14,013 shares · 0.0% of their software$263KFlat
- International Money Express, Inc.IMXI14,827 shares · 0.0% of their software$248KFlat
- ProcorePCOR2,753 shares · 0.0% of their software$246KNew · Flat
- i3 Verticals, Inc.IIIV8,369 shares · 0.0% of their software$203KFlat
- Rimini Street, Inc.RMNI17,452 shares · 0.0% of their software$168KFlat
- Rekor Systems, Inc.REKR12,138 shares · 0.0% of their software$139KFlat
