Generalist · Atlanta, GA
Voya Investment Management
Q2 2022 · compared with Q1 2022
Filed as Voya Investment Management LLC
- Software
- $4.9B
- Weight of 13F
- 12.4%
- Names
- 164
- Net bought
- −$72.3M
Filed 15 August 2022 · SEC filing.
2,759 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
- MicrosoftMSFT8,448,309 shares · 44.1% of their software · price −$435M$2.2B−$71.3M
- Palo Alto NetworksPANW669,884 shares · 6.7% of their software · price −$86.1M$331M−$62.4M
- CadenceCDNS1,818,157 shares · 5.5% of their software · price −$26.2M$273M+$151M
- ServiceNowNOW545,815 shares · 5.3% of their software · price −$44.4M$260M−$6.2M
- IntuitINTU561,729 shares · 4.4% of their software · price −$53.6M$217M−$158M
- CrowdStrikeCRWD850,270 shares · 2.9% of their software · price −$49.8M$143M+$153M
- SalesforceCRM850,251 shares · 2.9% of their software · price −$40.2M$140M+$44.7M
- DatadogDDOG1,469,208 shares · 2.8% of their software · price −$82.6M$140M+$15.3M
- Paychex, Inc.PAYX981,159 shares · 2.3% of their software · price −$22.2M$112M+$89.2M
- Roper Technologies, Inc.ROP279,537 shares · 2.2% of their software · price −$21.7M$110M−$17.9M
- MongoDBMDB346,477 shares · 1.8% of their software · price −$63.8M$89.9M+$138M
- AdobeADBE231,181 shares · 1.7% of their software · price −$20.7M$84.6M−$1.6M
- PaylocityPCTY350,228 shares · 1.2% of their software · price −$11.0M$61.1M+$1.5M
- OracleORCL720,414 shares · 1.0% of their software · price −$9.3M$50.3M−$2.1M
- DynatraceDT1,075,873 shares · 0.9% of their software · price −$8.2M$42.4M−$2.0M
- ZscalerZS263,545 shares · 0.8% of their software · price −$24.2M$39.4M−$2.6M
- Automatic Data Processing, Inc.ADP181,807 shares · 0.8% of their software · price −$3.2M$38.2M−$18.8M
- ZoomInfoZI1,011,253 shares · 0.7% of their software$33.6M—
- SynopsysSNPS107,131 shares · 0.7% of their software · price −$3.2M$32.5M+$5.4M
- VeriskVRSK168,613 shares · 0.6% of their software · price −$7.0M$29.2M+$1.3M
- PaycomPAYC100,455 shares · 0.6% of their software · price −$6.7M$28.1M−$122M
- FortinetFTNT428,907 shares · 0.5% of their software · price −$122M$24.3M+$113M
- Fiserv, Inc.FISV236,555 shares · 0.4% of their software · price −$2.9M$21.0M−$902K
- NetApp, Inc.NTAP310,477 shares · 0.4% of their software · price −$5.5M$20.3M+$5.7M
- FactSetFDS46,062 shares · 0.4% of their software · price −$2.3M$17.7M−$5.3M
- Amdocs LimitedDOX210,684 shares · 0.4% of their software$17.6M−$7.7M
- Five9FIVN180,505 shares · 0.3% of their software · price −$3.5M$16.5M+$1.1M
- AutodeskADSK85,339 shares · 0.3% of their software · price −$3.6M$14.7MFlat
- VeevaVEEV65,207 shares · 0.3% of their software · price −$940K$12.9M−$1.8M
- ACI WorldwideACIW469,944 shares · 0.2% of their software · price −$2.6M$12.2M−$568K
- i3 Verticals, Inc.IIIV420,177 shares · 0.2% of their software · price −$1.2M$10.5M−$6.3M
- BroadridgeBR73,046 shares · 0.2% of their software · price −$961K$10.4M−$1.1M
- WorkdayWDAY73,219 shares · 0.2% of their software · price −$7.3M$10.2M+$8.3M
- DropboxDBX481,288 shares · 0.2% of their software · price −$1.1M$10.1MFlat
- Rapid7RPD149,463 shares · 0.2% of their software · price −$6.6M$10.0MFlat
- BoxBOX382,607 shares · 0.2% of their software · price −$1.5M$9.6M+$9.1M
- AkamaiAKAM99,543 shares · 0.2% of their software · price −$2.8M$9.1MFlat
- CommvaultCVLT144,354 shares · 0.2% of their software$9.1M−$8.4M
- QualysQLYS71,852 shares · 0.2% of their software · price −$1.2M$9.1M+$4.2M
- Tyler TechnologiesTYL24,894 shares · 0.2% of their software · price −$2.8M$8.3M−$1.1M
- PalantirPLTR872,763 shares · 0.2% of their software · price −$4.1M$7.9M+$875K
- The Trade DeskTTD186,152 shares · 0.2% of their software · price −$5.1M$7.8M−$1.7M
- ZoomZM70,726 shares · 0.2% of their software · price −$655K$7.6M+$4.1M
- CoStarCSGP126,158 shares · 0.2% of their software · price −$782K$7.6M−$6.1M
- HubSpotHUBS25,195 shares · 0.2% of their software · price −$4.4M$7.6M−$142M
- F5, Inc.FFIV47,099 shares · 0.1% of their software · price −$2.6M$7.2M+$2.9M
- PTCPTC67,557 shares · 0.1% of their software$7.2M−$786K
- PhreesiaPHR268,392 shares · 0.1% of their software$6.7M+$6.6M
- Gen DigitalGEN297,341 shares · 0.1% of their software · price −$1.4M$6.5MFlat
- NutanixNTNX440,736 shares · 0.1% of their software · price −$5.4M$6.4M+$9.0M
- Uber Technologies, Inc.UBER312,884 shares · 0.1% of their software · price −$4.8M$6.4M+$1.2M
- VaronisVRNS214,248 shares · 0.1% of their software · price −$3.9M$6.3M+$8.2M
- VeriSign, Inc.VRSN37,230 shares · 0.1% of their software · price −$2.1M$6.2MFlat
- Block, Inc.XYZ96,664 shares · 0.1% of their software · price −$7.2M$5.9M+$2.5M
- TrimbleTRMB95,387 shares · 0.1% of their software · price −$1.3M$5.6MFlat
- CloudflareNET118,520 shares · 0.1% of their software · price −$9.0M$5.2MFlat
- Fair IsaacFICO12,804 shares · 0.1% of their software · price −$839K$5.1MFlat
- EVERTEC, Inc.EVTC136,890 shares · 0.1% of their software · price −$554K$5.0M−$2.4M
- BlackbaudBLKB84,064 shares · 0.1% of their software$4.9M+$3.9M
- DocuSignDOCU84,570 shares · 0.1% of their software · price −$4.2M$4.9M−$1.5M
- GoDaddyGDDY68,121 shares · 0.1% of their software · price −$963K$4.7MFlat
- SnowflakeSNOW31,021 shares · 0.1% of their software · price −$2.8M$4.3MFlat
- TenableTENB92,351 shares · 0.1% of their software · price −$1.1M$4.2M−$4.2M
- TwilioTWLO41,577 shares · 0.1% of their software · price −$3.4M$3.5M+$1.9M
- AppLovinAPP95,407 shares · 0.1% of their software · price −$2.0M$3.3MNew · +$5.3M
- SPS CommerceSPSC29,068 shares · 0.1% of their software · price −$528K$3.3MFlat
- AppFolioAPPF35,533 shares · 0.1% of their software · price −$802K$3.2M+$3.2M
- Repay Holdings CorporationRPAY235,200 shares · 0.1% of their software$3.0M+$3.0M
- DomoDOMO102,266 shares · 0.1% of their software$2.8M—
- YextYEXT583,148 shares · 0.1% of their software · price −$1.2M$2.8M+$3.6M
- UnityU68,575 shares · 0.1% of their software · price −$4.3M$2.5MFlat
- MorningstarMORN9,978 shares · 0.0% of their software$2.4MFlat
- WEX Inc.WEX15,426 shares · 0.0% of their software$2.4M−$20.3M
- Bentley SystemsBSY71,503 shares · 0.0% of their software · price −$778K$2.4MFlat
- Manhattan AssociatesMANH19,766 shares · 0.0% of their software$2.3M−$522K
- SS&CSSNC38,180 shares · 0.0% of their software · price −$647K$2.2M−$3.6M
- ElasticESTC32,355 shares · 0.0% of their software · price −$689K$2.2MFlat
- Euronet Worldwide, Inc.EEFT20,715 shares · 0.0% of their software · price −$612K$2.1M−$17.4M
- Calix, Inc.CALX60,534 shares · 0.0% of their software · price −$531K$2.1MFlat
- Check PointCHKP16,501 shares · 0.0% of their software$2.0MFlat
- OktaOKTA21,318 shares · 0.0% of their software · price −$1.3M$1.9M−$6.0M
- WixWIX28,702 shares · 0.0% of their software · price −$1.1M$1.9M−$557K
- RingCentralRNG35,625 shares · 0.0% of their software · price −$2.3M$1.9MFlat
- Health CatalystHCAT126,865 shares · 0.0% of their software · price −$1.5M$1.8M+$2.8M
- TeradataTDC42,778 shares · 0.0% of their software · price −$525K$1.6M−$990K
- Lyft, Inc.LYFT112,082 shares · 0.0% of their software · price −$2.8M$1.5M−$1.2M
- Alarm.com Holdings, Inc.ALRM24,028 shares · 0.0% of their software$1.5MFlat
- BILLBILL12,930 shares · 0.0% of their software · price −$1.5M$1.4M−$175M
- BlackLineBL20,925 shares · 0.0% of their software$1.4M−$4.8M
- SentinelOneS57,828 shares · 0.0% of their software · price −$891K$1.3MNew · +$2.2M
- ePlus inc.PLUS23,775 shares · 0.0% of their software$1.3MFlat
- ToastTOST95,876 shares · 0.0% of their software · price −$843K$1.2MNew · +$2.1M
- Sprout SocialSPT20,883 shares · 0.0% of their software$1.2MFlat
- DigitalOceanDOCN29,043 shares · 0.0% of their software$1.2M+$505K
- WorkivaWK17,813 shares · 0.0% of their software · price −$926K$1.2MFlat
- ProcorePCOR24,115 shares · 0.0% of their software$1.1MNew · +$1.4M
- UiPathPATH59,251 shares · 0.0% of their software$1.1MNew · +$1.3M
- InterDigital, Inc.IDCC15,040 shares · 0.0% of their software$915KFlat
- NetScout Systems, Inc.NTCT26,738 shares · 0.0% of their software$905KFlat
- DoximityDOCS25,707 shares · 0.0% of their software$895KNew · +$1.3M
- Alight, Inc.ALIT125,799 shares · 0.0% of their software$849KNew · +$1.3M
- ProgressPRGS18,571 shares · 0.0% of their software$841KFlat
- PegasystemsPEGA17,564 shares · 0.0% of their software · price −$576K$840KFlat
- Q2QTWO21,535 shares · 0.0% of their software$831KFlat
- PagerDutyPD32,686 shares · 0.0% of their software$810KFlat
- StoneCo Ltd.STNE104,272 shares · 0.0% of their software$803KFlat
- CertaraCERT37,256 shares · 0.0% of their software$800KFlat
- GuidewireGWRE11,150 shares · 0.0% of their software$792KFlat
- DuolingoDUOL8,887 shares · 0.0% of their software$778KNew · +$845K
- Shift4 Payments, Inc.FOUR22,466 shares · 0.0% of their software · price −$649K$743KFlat
- 8x8EGHT143,282 shares · 0.0% of their software$738K—
- AppianAPPN15,547 shares · 0.0% of their software$736KFlat
- Sabre CorporationSABR122,497 shares · 0.0% of their software · price −$686K$714KFlat
- LiveRamp Holdings, Inc.RAMP26,002 shares · 0.0% of their software$671KFlat
- Agilysys, Inc.AGYS13,879 shares · 0.0% of their software$656KFlat
- Digital TurbineAPPS36,084 shares · 0.0% of their software · price −$950K$630K−$593K
- CourseraCOUR41,992 shares · 0.0% of their software$595KFlat
- Strategy IncMSTR3,544 shares · 0.0% of their software · price −$1.1M$582KFlat
- DoubleVerifyDV23,944 shares · 0.0% of their software$543KNew · +$603K
- SchrödingerSDGR20,035 shares · 0.0% of their software$529KFlat
- Cerence Inc.CRNC20,310 shares · 0.0% of their software$512KFlat
- AsanaASAN27,967 shares · 0.0% of their software · price −$626K$492KFlat
- FastlyFSLY41,521 shares · 0.0% of their software$482KFlat
- Clear Secure, Inc.YOU23,423 shares · 0.0% of their software$468KNew · +$630K
- C3.aiAI25,507 shares · 0.0% of their software$466KFlat
- MagniteMGNI51,986 shares · 0.0% of their software$462KFlat
- Mitek Systems, Inc.MITK43,262 shares · 0.0% of their software$400KFlat
- Upbound Group, Inc.UPBD20,373 shares · 0.0% of their software$396KFlat
- Grab Holdings LimitedGRAB155,678 shares · 0.0% of their software$394KNew · +$545K
- FlywireFLYW22,164 shares · 0.0% of their software$391KNew · +$678K
- Commerce.com, Inc.CMRC24,070 shares · 0.0% of their software$390KFlat
- CCC Intelligent Solutions Holdings Inc.CCC41,475 shares · 0.0% of their software$382KNew · Flat
- PAR Technology CorporationPAR9,812 shares · 0.0% of their software$368KFlat
- A10 Networks, Inc.ATEN25,131 shares · 0.0% of their software$362KFlat
- PubMaticPUBM21,839 shares · 0.0% of their software$347KNew · +$570K
- nCinoNCNO10,805 shares · 0.0% of their software$334KNew · Flat
- Donnelley Financial Solutions, Inc.DFIN11,168 shares · 0.0% of their software$327KFlat
- Payoneer Global Inc.PAYO80,596 shares · 0.0% of their software$316KNew · Flat
- Simulations PlusSLP6,171 shares · 0.0% of their software$304KFlat
- AmplitudeAMPL20,976 shares · 0.0% of their software$300KNew · Flat
- International Money Express, Inc.IMXI14,437 shares · 0.0% of their software$296KFlat
- Ribbon Communications Inc.RBBN87,905 shares · 0.0% of their software$267KFlat
- PDF Solutions, Inc.PDFS12,009 shares · 0.0% of their software$258KFlat
- Consensus Cloud Solutions, Inc.CCSI5,882 shares · 0.0% of their software$257KNew · Flat
- Remitly Global, Inc.RELY31,488 shares · 0.0% of their software$241KNew · Flat
- N-ableNABL25,332 shares · 0.0% of their software$228KNew · Flat
- Ooma, Inc.OOMA18,818 shares · 0.0% of their software$223KNew · Flat
- AvePointAVPT47,647 shares · 0.0% of their software$207KNew · Flat
- Definitive HealthcareDH8,937 shares · 0.0% of their software$205KNew · Flat
- Thryv Holdings, Inc.THRY9,103 shares · 0.0% of their software$204KNew · Flat
- SmartRent, Inc.SMRT44,545 shares · 0.0% of their software$201KNew · Flat
- AlkamiALKT13,476 shares · 0.0% of their software$187KNew · Flat
- OneSpan Inc.OSPN15,242 shares · 0.0% of their software$181KFlat
- Blend Labs, Inc.BLND70,449 shares · 0.0% of their software$166KNew · Flat
- Telos CorporationTLS20,108 shares · 0.0% of their software$162KFlat
- Rackspace Technology, Inc.RXT22,330 shares · 0.0% of their software$160KFlat
- Rimini Street, Inc.RMNI19,398 shares · 0.0% of their software$117KFlat
- Viant Technology Inc.DSP20,480 shares · 0.0% of their software$104KNew · Flat
- eGain CorporationEGAN10,126 shares · 0.0% of their software$99KFlat
- DHI Group, Inc.DHX16,044 shares · 0.0% of their software$80KNew · Flat
- Veritone, Inc.VERI11,925 shares · 0.0% of their software$78KFlat
- NextNav Inc.NN27,513 shares · 0.0% of their software$62KNew · Flat
- Zeta GlobalZETA12,392 shares · 0.0% of their software$56KNew · Flat
- Nerdy Inc.NRDY21,498 shares · 0.0% of their software$46KNew · Flat