Generalist · Atlanta, GA
Voya Investment Management
Q1 2022 · compared with Q4 2021
Filed as Voya Investment Management LLC
- Software
- $6.3B
- Weight of 13F
- 13.1%
- Names
- 137
- Net bought
- +$108M
Filed 16 May 2022 · SEC filing.
2,647 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
- MicrosoftMSFT8,679,566 shares · 42.4% of their software · price −$243M$2.7B+$152M
- Palo Alto NetworksPANW770,167 shares · 7.6% of their software · price +$50.6M$479M+$108M
- IntuitINTU890,752 shares · 6.8% of their software · price −$145M$428M−$28.1M
- ServiceNowNOW556,928 shares · 4.9% of their software · price −$51.4M$310M+$125M
- DatadogDDOG1,368,139 shares · 3.3% of their software · price −$36.4M$207M+$70.8M
- BILLBILL786,217 shares · 2.8% of their software · price −$17.6M$178M+$18.8M
- PaycomPAYC452,214 shares · 2.5% of their software · price −$31.1M$157M+$20.6M
- HubSpotHUBS323,981 shares · 2.4% of their software · price −$59.7M$154M+$167M
- Roper Technologies, Inc.ROP317,499 shares · 2.4% of their software · price −$6.2M$150M+$36.5M
- CadenceCDNS898,586 shares · 2.3% of their software · price −$19.7M$148M+$5.8M
- SalesforceCRM639,536 shares · 2.2% of their software · price −$26.7M$136M+$43.5M
- AdobeADBE234,783 shares · 1.7% of their software · price −$26.2M$107M−$455M
- PaylocityPCTY342,814 shares · 1.1% of their software · price −$10.4M$70.5M−$2.3M
- ZscalerZS274,288 shares · 1.0% of their software · price −$22.0M$66.2M+$75.6M
- OracleORCL745,852 shares · 1.0% of their software · price −$3.3M$61.7M−$2.5M
- Automatic Data Processing, Inc.ADP264,635 shares · 1.0% of their software · price −$5.0M$60.2M+$18.8M
- ZoomInfoZI924,535 shares · 0.9% of their software$55.2M—
- DynatraceDT1,117,625 shares · 0.8% of their software · price −$14.8M$52.6M−$1.8M
- Paychex, Inc.PAYX327,529 shares · 0.7% of their software$44.7M+$12.9M
- CrowdStrikeCRWD175,667 shares · 0.6% of their software · price +$3.9M$39.9M+$15.5M
- VeriskVRSK162,731 shares · 0.6% of their software · price −$2.3M$34.9M+$1.6M
- FortinetFTNT97,264 shares · 0.5% of their software · price −$1.7M$33.2M−$752K
- SynopsysSNPS91,040 shares · 0.5% of their software · price −$3.2M$30.3M−$2.0M
- FactSetFDS58,360 shares · 0.4% of their software · price −$3.0M$25.3M−$514K
- Amdocs LimitedDOX304,395 shares · 0.4% of their software · price +$2.2M$25.0M+$7.9M
- Fiserv, Inc.FISV245,447 shares · 0.4% of their software · price −$587K$24.9M−$826K
- WEX Inc.WEX128,947 shares · 0.4% of their software · price +$4.9M$23.0M+$15.7M
- Euronet Worldwide, Inc.EEFT154,611 shares · 0.3% of their software · price +$1.7M$20.1M−$2.3M
- NetApp, Inc.NTAP242,133 shares · 0.3% of their software · price −$2.2M$20.1M−$8.3M
- Five9FIVN170,203 shares · 0.3% of their software · price −$4.6M$18.8M+$18.8M
- AutodeskADSK85,274 shares · 0.3% of their software · price −$5.7M$18.3M−$824K
- i3 Verticals, Inc.IIIV644,998 shares · 0.3% of their software · price +$3.3M$18.0MNew · +$14.7M
- CommvaultCVLT270,326 shares · 0.3% of their software · price −$695K$17.9M−$8.3M
- Rapid7RPD146,904 shares · 0.3% of their software · price −$948K$16.3M+$14.8M
- VeevaVEEV73,546 shares · 0.2% of their software · price −$3.2M$15.6M−$26.3M
- ACI WorldwideACIW487,980 shares · 0.2% of their software · price −$1.6M$15.4M−$3.4M
- MongoDBMDB34,474 shares · 0.2% of their software · price −$3.0M$15.3MFlat
- CloudflareNET122,150 shares · 0.2% of their software · price −$1.4M$14.6MFlat
- The Trade DeskTTD211,034 shares · 0.2% of their software · price −$4.7M$14.6MFlat
- CoStarCSGP217,188 shares · 0.2% of their software · price −$2.7M$14.5M−$211M
- BroadridgeBR80,323 shares · 0.2% of their software · price −$2.2M$12.5MFlat
- Tyler TechnologiesTYL27,259 shares · 0.2% of their software · price −$2.5M$12.1MFlat
- AkamaiAKAM100,476 shares · 0.2% of their software$12.0M−$890K
- DropboxDBX487,156 shares · 0.2% of their software · price −$628K$11.3MFlat
- PalantirPLTR809,030 shares · 0.2% of their software · price −$3.6M$11.1MFlat
- DocuSignDOCU98,702 shares · 0.2% of their software · price −$4.5M$10.6M−$74.9M
- Block, Inc.XYZ77,943 shares · 0.2% of their software · price −$2.0M$10.6M+$1.8M
- Uber Technologies, Inc.UBER278,846 shares · 0.2% of their software · price −$1.7M$9.9MFlat
- TenableTENB164,263 shares · 0.2% of their software$9.5M+$7.1M
- WorkdayWDAY38,720 shares · 0.1% of their software · price −$1.3M$9.3MFlat
- OktaOKTA61,255 shares · 0.1% of their software · price −$4.5M$9.2MFlat
- VeriSign, Inc.VRSN36,321 shares · 0.1% of their software · price −$1.1M$8.1MFlat
- PTCPTC74,850 shares · 0.1% of their software · price −$1.0M$8.1MFlat
- EVERTEC, Inc.EVTC195,922 shares · 0.1% of their software · price −$1.8M$8.0M−$9.8M
- Gen DigitalGEN299,044 shares · 0.1% of their software$7.9MFlat
- SnowflakeSNOW33,189 shares · 0.1% of their software · price −$3.6M$7.6MFlat
- UnityU73,176 shares · 0.1% of their software · price −$3.2M$7.3MFlat
- TrimbleTRMB100,468 shares · 0.1% of their software · price −$1.5M$7.2MFlat
- F5, Inc.FFIV33,200 shares · 0.1% of their software · price −$1.2M$6.9MFlat
- SS&CSSNC86,593 shares · 0.1% of their software · price −$603K$6.5M+$4.4M
- BlackLineBL86,946 shares · 0.1% of their software · price −$2.6M$6.4M+$6.9M
- Fair IsaacFICO13,239 shares · 0.1% of their software$6.2MFlat
- QualysQLYS42,649 shares · 0.1% of their software$6.1MFlat
- GoDaddyGDDY72,325 shares · 0.1% of their software$6.1M+$3.6M
- Lyft, Inc.LYFT142,961 shares · 0.1% of their software · price −$619K$5.5MFlat
- TwilioTWLO30,245 shares · 0.1% of their software · price −$3.0M$5.0MFlat
- RingCentralRNG39,685 shares · 0.1% of their software · price −$2.8M$4.7MFlat
- ZoomZM35,334 shares · 0.1% of their software · price −$2.4M$4.1MFlat
- SPS CommerceSPSC29,257 shares · 0.1% of their software$3.8MFlat
- WixWIX34,038 shares · 0.1% of their software · price −$1.8M$3.6MFlat
- Manhattan AssociatesMANH23,531 shares · 0.1% of their software$3.3MFlat
- ElasticESTC36,398 shares · 0.1% of their software · price −$1.2M$3.2MFlat
- TeradataTDC62,867 shares · 0.0% of their software$3.1MFlat
- MorningstarMORN11,058 shares · 0.0% of their software · price −$761K$3.0MFlat
- Bentley SystemsBSY67,536 shares · 0.0% of their software$3.0MFlat
- NutanixNTNX103,950 shares · 0.0% of their software · price −$524K$2.8MFlat
- Check PointCHKP19,283 shares · 0.0% of their software$2.7MFlat
- Digital TurbineAPPS49,621 shares · 0.0% of their software · price −$852K$2.2MFlat
- Calix, Inc.CALX50,469 shares · 0.0% of their software · price −$1.9M$2.2M−$2.7M
- BoxBOX69,859 shares · 0.0% of their software$2.0MFlat
- VaronisVRNS42,083 shares · 0.0% of their software$2.0MFlat
- WorkivaWK16,788 shares · 0.0% of their software$2.0MFlat
- Alarm.com Holdings, Inc.ALRM27,332 shares · 0.0% of their software · price −$502K$1.8MFlat
- Sabre CorporationSABR156,479 shares · 0.0% of their software$1.8MFlat
- Strategy IncMSTR3,575 shares · 0.0% of their software$1.7MFlat
- Sprout SocialSPT20,843 shares · 0.0% of their software$1.7MFlat
- PegasystemsPEGA19,015 shares · 0.0% of their software · price −$593K$1.5MFlat
- ePlus inc.PLUS25,001 shares · 0.0% of their software$1.4MFlat
- Q2QTWO21,498 shares · 0.0% of their software$1.3M−$3.8M
- Shift4 Payments, Inc.FOUR20,986 shares · 0.0% of their software$1.3MFlat
- 8x8EGHT96,444 shares · 0.0% of their software$1.2M—
- StoneCo Ltd.STNE102,836 shares · 0.0% of their software · price −$531K$1.2MFlat
- DigitalOceanDOCN20,320 shares · 0.0% of their software$1.2MFlat
- BlackbaudBLKB19,055 shares · 0.0% of their software$1.1MFlat
- AsanaASAN28,487 shares · 0.0% of their software · price −$985K$1.1MFlat
- GuidewireGWRE11,825 shares · 0.0% of their software$1.1MFlat
- PagerDutyPD31,929 shares · 0.0% of their software$1.1MFlat
- ProgressPRGS20,971 shares · 0.0% of their software$987KFlat
- LiveRamp Holdings, Inc.RAMP26,002 shares · 0.0% of their software$972KFlat
- AppianAPPN15,746 shares · 0.0% of their software$958KFlat
- Cerence Inc.CRNC24,175 shares · 0.0% of their software · price −$980K$873K+$728K
- NetScout Systems, Inc.NTCT26,991 shares · 0.0% of their software$866KFlat
- AppFolioAPPF7,496 shares · 0.0% of their software$849KFlat
- CertaraCERT38,382 shares · 0.0% of their software$824KFlat
- DomoDOMO15,801 shares · 0.0% of their software$799K—
- InterDigital, Inc.IDCC12,465 shares · 0.0% of their software$795KFlat
- MagniteMGNI54,200 shares · 0.0% of their software$716KFlat
- Upbound Group, Inc.UPBD26,063 shares · 0.0% of their software · price −$596K$657KFlat
- Mitek Systems, Inc.MITK43,211 shares · 0.0% of their software$634KFlat
- CourseraCOUR27,333 shares · 0.0% of their software$630KFlat
- SchrödingerSDGR18,181 shares · 0.0% of their software$620KFlat
- Agilysys, Inc.AGYS14,817 shares · 0.0% of their software$591KFlat
- JFrogFROG21,336 shares · 0.0% of their software$575KFlat
- Health CatalystHCAT20,125 shares · 0.0% of their software$526KFlat
- PhreesiaPHR19,547 shares · 0.0% of their software$515K−$2.3M
- Repay Holdings CorporationRPAY34,699 shares · 0.0% of their software$513K−$5.0M
- Commerce.com, Inc.CMRC19,520 shares · 0.0% of their software$427KFlat
- PAR Technology CorporationPAR9,812 shares · 0.0% of their software$396KFlat
- Donnelley Financial Solutions, Inc.DFIN11,823 shares · 0.0% of their software$393KFlat
- YextYEXT56,465 shares · 0.0% of their software$389KFlat
- A10 Networks, Inc.ATEN25,131 shares · 0.0% of their software$350KFlat
- PDF Solutions, Inc.PDFS12,448 shares · 0.0% of their software$347KFlat
- Simulations PlusSLP6,372 shares · 0.0% of their software$325KFlat
- eGain CorporationEGAN27,823 shares · 0.0% of their software$322KFlat
- International Money Express, Inc.IMXI15,543 shares · 0.0% of their software$321KFlat
- C3.aiAI14,039 shares · 0.0% of their software$319KFlat
- Bandwidth Inc.BAND9,149 shares · 0.0% of their software$296KFlat
- Tucows Inc.TCX4,092 shares · 0.0% of their software$279KFlat
- FastlyFSLY14,831 shares · 0.0% of their software$258KFlat
- Rackspace Technology, Inc.RXT22,330 shares · 0.0% of their software$249KFlat
- Veritone, Inc.VERI12,776 shares · 0.0% of their software$234KFlat
- OneSpan Inc.OSPN15,033 shares · 0.0% of their software$217KFlat
- Telos CorporationTLS16,580 shares · 0.0% of their software$165KFlat
- Rimini Street, Inc.RMNI19,078 shares · 0.0% of their software$111KFlat
- Ribbon Communications Inc.RBBN30,736 shares · 0.0% of their software$95KFlat
- Kingsoft Cloud Holdings LimitedKC12,168 shares · 0.0% of their software$74KNew · Flat
- Rekor Systems, Inc.REKR13,857 shares · 0.0% of their software$63KFlat