Generalist · Atlanta, GA
Voya Investment Management
Q4 2021 · compared with Q3 2021
Filed as Voya Investment Management LLC
- Software
- $7.0B
- Weight of 13F
- 13.4%
- Names
- 139
- Net bought
- −$10.4M
Filed 14 February 2022 · SEC filing.
2,769 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
- MicrosoftMSFT8,228,169 shares · 39.8% of their software · price +$448M$2.8B+$40.9M
- IntuitINTU934,430 shares · 8.6% of their software · price +$96.9M$601M−$19.5M
- AdobeADBE1,037,915 shares · 8.5% of their software · price −$9.0M$589M−$7.5M
- Palo Alto NetworksPANW575,430 shares · 4.6% of their software · price +$44.7M$320M+$256M
- ServiceNowNOW364,680 shares · 3.4% of their software · price +$9.8M$237M−$3.2M
- CoStarCSGP2,886,645 shares · 3.3% of their software · price −$20.3M$228M−$29.0M
- BILLBILL710,889 shares · 2.5% of their software · price −$12.7M$177M−$34.0M
- DatadogDDOG970,356 shares · 2.5% of their software · price +$35.7M$173M+$123M
- PaycomPAYC402,620 shares · 2.4% of their software · price −$32.4M$167M+$7.0M
- CadenceCDNS867,646 shares · 2.3% of their software · price +$30.3M$162M+$9.9M
- Roper Technologies, Inc.ROP243,215 shares · 1.7% of their software · price +$11.1M$120M−$13.0M
- SalesforceCRM468,231 shares · 1.7% of their software · price −$8.0M$119M+$25.9M
- DocuSignDOCU590,544 shares · 1.3% of their software · price −$62.1M$89.9M−$16.0M
- PaylocityPCTY352,612 shares · 1.2% of their software · price −$15.6M$83.3M−$6.5M
- DynatraceDT1,147,271 shares · 1.0% of their software · price −$12.2M$69.2M−$4.8M
- OracleORCL774,969 shares · 1.0% of their software$67.6M+$6.4M
- ZoomInfoZI950,625 shares · 0.9% of their software$61.0MNew
- HubSpotHUBS70,483 shares · 0.7% of their software · price −$1.2M$46.5M+$34.8M
- Automatic Data Processing, Inc.ADP188,389 shares · 0.7% of their software · price +$8.8M$46.5M+$5.7M
- VeevaVEEV176,508 shares · 0.6% of their software · price −$5.8M$45.1M−$8.0M
- FortinetFTNT99,357 shares · 0.5% of their software · price +$6.7M$35.7M+$7.0M
- VeriskVRSK155,907 shares · 0.5% of their software · price +$4.4M$35.7M+$11.3M
- SynopsysSNPS96,457 shares · 0.5% of their software · price +$6.7M$35.5M+$1.6M
- Paychex, Inc.PAYX233,300 shares · 0.5% of their software · price +$5.6M$31.8M+$5.5M
- NetApp, Inc.NTAP332,030 shares · 0.4% of their software · price +$740K$30.5M+$17.1M
- FactSetFDS59,417 shares · 0.4% of their software · price +$5.4M$28.9M+$17.5M
- CommvaultCVLT390,398 shares · 0.4% of their software · price −$2.5M$26.9M+$10.6M
- Fiserv, Inc.FISV253,401 shares · 0.4% of their software · price −$1.2M$26.3M+$5.2M
- AutodeskADSK88,204 shares · 0.4% of their software$24.8M−$243M
- Euronet Worldwide, Inc.EEFT173,924 shares · 0.3% of their software · price −$1.4M$20.7M+$1.7M
- CrowdStrikeCRWD100,023 shares · 0.3% of their software · price −$4.1M$20.5M+$9.3M
- ACI WorldwideACIW585,725 shares · 0.3% of their software · price +$2.3M$20.3M+$6.3M
- The Trade DeskTTD215,076 shares · 0.3% of their software · price +$4.6M$19.7M+$5.6M
- EVERTEC, Inc.EVTC392,863 shares · 0.3% of their software · price +$1.7M$19.6M+$595K
- MongoDBMDB34,716 shares · 0.3% of their software · price +$2.0M$18.4M+$7.1M
- CloudflareNET122,732 shares · 0.2% of their software · price +$2.3M$16.1M+$4.9M
- BroadridgeBR82,017 shares · 0.2% of their software · price +$1.3M$15.0M+$3.0M
- Tyler TechnologiesTYL27,870 shares · 0.2% of their software · price +$2.2M$15.0M+$2.9M
- PalantirPLTR822,546 shares · 0.2% of their software · price −$4.8M$15.0M+$7.4M
- Amdocs LimitedDOX199,225 shares · 0.2% of their software$14.9M−$1.3M
- OktaOKTA62,429 shares · 0.2% of their software · price −$822K$14.0M+$5.5M
- AkamaiAKAM108,083 shares · 0.2% of their software · price +$1.3M$12.7M+$1.4M
- ZscalerZS39,067 shares · 0.2% of their software · price +$2.3M$12.6M+$3.8M
- Uber Technologies, Inc.UBER288,991 shares · 0.2% of their software · price −$829K$12.1M+$3.4M
- DropboxDBX467,439 shares · 0.2% of their software · price −$2.2M$11.5M+$1.7M
- SnowflakeSNOW33,850 shares · 0.2% of their software · price +$1.2M$11.5M+$2.7M
- Block, Inc.XYZ66,806 shares · 0.2% of their software · price −$5.2M$10.8M+$3.8M
- UnityU74,726 shares · 0.2% of their software · price +$1.3M$10.7M+$3.5M
- WorkdayWDAY38,600 shares · 0.2% of their software · price +$899K$10.5M+$3.0M
- VeriSign, Inc.VRSN37,042 shares · 0.1% of their software · price +$1.8M$9.4MFlat
- PTCPTC76,637 shares · 0.1% of their software$9.3M+$2.2M
- TrimbleTRMB102,198 shares · 0.1% of their software · price +$505K$8.9MFlat
- TwilioTWLO31,345 shares · 0.1% of their software · price −$1.7M$8.3M−$134M
- F5, Inc.FFIV33,508 shares · 0.1% of their software · price +$1.5M$8.2M−$1.4M
- Gen DigitalGEN313,580 shares · 0.1% of their software$8.1M+$1.2M
- RingCentralRNG40,465 shares · 0.1% of their software · price −$1.2M$7.6M−$52.6M
- ZoomZM36,694 shares · 0.1% of their software · price −$2.8M$6.7M+$2.4M
- Calix, Inc.CALX84,045 shares · 0.1% of their software · price +$2.6M$6.7MSplit
- Lyft, Inc.LYFT143,873 shares · 0.1% of their software · price −$1.6M$6.1M+$2.7M
- Fair IsaacFICO14,012 shares · 0.1% of their software · price +$501K$6.1M+$1.2M
- QualysQLYS42,342 shares · 0.1% of their software · price +$1.1M$5.8MFlat
- Repay Holdings CorporationRPAY307,832 shares · 0.1% of their software · price −$1.5M$5.6M+$1.1M
- Q2QTWO69,737 shares · 0.1% of their software$5.5M−$19.5M
- WixWIX33,951 shares · 0.1% of their software · price −$1.3M$5.4M+$1.8M
- Five9FIVN33,407 shares · 0.1% of their software · price −$749K$4.6M+$2.0M
- ElasticESTC36,333 shares · 0.1% of their software · price −$941K$4.5M+$1.5M
- SPS CommerceSPSC29,100 shares · 0.1% of their software · price −$552K$4.1MFlat
- MorningstarMORN11,238 shares · 0.1% of their software · price +$932K$3.8M+$939K
- Manhattan AssociatesMANH23,907 shares · 0.1% of their software$3.7M+$848K
- Bentley SystemsBSY68,864 shares · 0.0% of their software · price −$848K$3.3M+$1.5M
- NutanixNTNX104,282 shares · 0.0% of their software · price −$609K$3.3M+$1.6M
- PhreesiaPHR75,636 shares · 0.0% of their software · price −$1.5M$3.2M−$3.7M
- Digital TurbineAPPS49,131 shares · 0.0% of their software$3.0M−$2.0M
- SS&CSSNC33,181 shares · 0.0% of their software$2.7M−$609K
- TeradataTDC63,989 shares · 0.0% of their software · price −$952K$2.7M+$1.8M
- GoDaddyGDDY30,001 shares · 0.0% of their software$2.5M−$2.1M
- Rapid7RPD21,470 shares · 0.0% of their software$2.5MFlat
- WEX Inc.WEX16,899 shares · 0.0% of their software · price −$604K$2.4M+$898K
- Alarm.com Holdings, Inc.ALRM27,126 shares · 0.0% of their software$2.3MFlat
- PegasystemsPEGA19,385 shares · 0.0% of their software$2.2M+$871K
- WorkivaWK16,585 shares · 0.0% of their software$2.2MFlat
- BlackLineBL20,638 shares · 0.0% of their software$2.1MFlat
- AsanaASAN27,696 shares · 0.0% of their software · price −$811K$2.1MFlat
- VaronisVRNS41,248 shares · 0.0% of their software$2.0MFlat
- TenableTENB35,450 shares · 0.0% of their software$2.0MFlat
- Check PointCHKP16,223 shares · 0.0% of their software$1.9MFlat
- ProcorePCOR23,561 shares · 0.0% of their software$1.9M+$1.9M
- Sprout SocialSPT20,515 shares · 0.0% of their software · price −$641K$1.9MFlat
- BoxBOX67,491 shares · 0.0% of their software$1.8M−$12.5M
- StoneCo Ltd.STNE104,817 shares · 0.0% of their software · price −$1.9M$1.8M+$1.3M
- Strategy IncMSTR3,207 shares · 0.0% of their software$1.7M−$684K
- DigitalOceanDOCN19,174 shares · 0.0% of their software$1.5MFlat
- BlackbaudBLKB18,845 shares · 0.0% of their software$1.5MFlat
- Sabre CorporationSABR159,570 shares · 0.0% of their software · price −$519K$1.4M+$697K
- GuidewireGWRE11,822 shares · 0.0% of their software$1.3MFlat
- Shift4 Payments, Inc.FOUR21,399 shares · 0.0% of their software$1.2M−$63.8M
- LiveRamp Holdings, Inc.RAMP25,712 shares · 0.0% of their software$1.2MFlat
- Upbound Group, Inc.UPBD25,258 shares · 0.0% of their software$1.2MFlat
- Cerence Inc.CRNC14,673 shares · 0.0% of their software$1.1MFlat
- PagerDutyPD31,365 shares · 0.0% of their software$1.1MFlat
- ePlus inc.PLUS19,942 shares · 0.0% of their software · price −$972K$1.1MSplit
- ProgressPRGS21,695 shares · 0.0% of their software$1.0M−$1.3M
- CertaraCERT36,303 shares · 0.0% of their software$1.0M+$520K
- AppianAPPN15,505 shares · 0.0% of their software$1.0MFlat
- MagniteMGNI52,704 shares · 0.0% of their software · price −$553K$922K−$6.7M
- AppFolioAPPF7,376 shares · 0.0% of their software$893KFlat
- NetScout Systems, Inc.NTCT26,926 shares · 0.0% of their software$891KFlat
- InterDigital, Inc.IDCC12,169 shares · 0.0% of their software$872KFlat
- DoubleVerifyDV25,765 shares · 0.0% of their software$857KNew · +$880K
- FlywireFLYW22,203 shares · 0.0% of their software$845KNew · +$973K
- Health CatalystHCAT19,636 shares · 0.0% of their software$778KFlat
- DomoDOMO15,443 shares · 0.0% of their software$766K—
- Mitek Systems, Inc.MITK42,393 shares · 0.0% of their software$753KFlat
- 8x8EGHT43,480 shares · 0.0% of their software$729KFlat
- Commerce.com, Inc.CMRC19,108 shares · 0.0% of their software$676KFlat
- Bandwidth Inc.BAND8,945 shares · 0.0% of their software$642KFlat
- CourseraCOUR25,512 shares · 0.0% of their software$624KFlat
- SchrödingerSDGR17,725 shares · 0.0% of their software$617KFlat
- JFrogFROG20,706 shares · 0.0% of their software$615K−$3.2M
- Agilysys, Inc.AGYS13,509 shares · 0.0% of their software$601KFlat
- Consensus Cloud Solutions, Inc.CCSI9,520 shares · 0.0% of their software$551KNew · Flat
- Donnelley Financial Solutions, Inc.DFIN11,461 shares · 0.0% of their software$540KFlat
- FastlyFSLY14,831 shares · 0.0% of their software$526KFlat
- PAR Technology CorporationPAR9,489 shares · 0.0% of their software$501KFlat
- Simulations PlusSLP10,261 shares · 0.0% of their software$485KFlat
- YextYEXT45,949 shares · 0.0% of their software$456KFlat
- C3.aiAI14,101 shares · 0.0% of their software$441KFlat
- A10 Networks, Inc.ATEN23,742 shares · 0.0% of their software$394KFlat
- PDF Solutions, Inc.PDFS12,010 shares · 0.0% of their software$382KFlat
- Ribbon Communications Inc.RBBN57,633 shares · 0.0% of their software$349KFlat
- Tucows Inc.TCX4,046 shares · 0.0% of their software$339KFlat
- Rackspace Technology, Inc.RXT21,277 shares · 0.0% of their software$287KFlat
- Veritone, Inc.VERI12,024 shares · 0.0% of their software$270KFlat
- OneSpan Inc.OSPN14,260 shares · 0.0% of their software$241KFlat
- Telos CorporationTLS15,417 shares · 0.0% of their software$238KFlat
- International Money Express, Inc.IMXI14,601 shares · 0.0% of their software$233KFlat
- eGain CorporationEGAN22,340 shares · 0.0% of their software$223KNew · Flat
- Rimini Street, Inc.RMNI16,394 shares · 0.0% of their software$98KFlat
- Rekor Systems, Inc.REKR11,325 shares · 0.0% of their software$74KFlat