Generalist · Atlanta, GA
Voya Investment Management
Q3 2022 · compared with Q2 2022
Filed as Voya Investment Management LLC
- Software
- $19.9B
- Weight of 13F
- 20.9%
- Names
- 167
- Net bought
- +$8.3B
Filed 14 November 2022 · SEC filing.
2,766 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
- MicrosoftMSFT14,803,146 shares · 24.7% of their software · price −$354M$4.9B+$1.6B
- CrowdStrikeCRWD5,421,091 shares · 8.2% of their software · price −$20.3M$1.6B+$770M
- The Trade DeskTTD5,855,008 shares · 6.3% of their software · Implied price is far from the quarter-end close$1.3B—
- ZoomInfoZI13,024,957 shares · 5.1% of their software$1.0B—
- ZscalerZS2,945,172 shares · 5.1% of their software · price +$43.8M$1.0B+$401M
- ServiceNowNOW1,502,899 shares · 4.8% of their software · price −$147M$952M+$455M
- SnowflakeSNOW455,800 shares · 4.1% of their software · Implied price is far from the quarter-end close$816M—
- SalesforceCRM2,505,140 shares · 3.7% of their software · price −$53.1M$728M+$273M
- MongoDBMDB1,537,491 shares · 3.3% of their software · price −$93.7M$667M+$309M
- Palo Alto NetworksPANW3,932,739 shares · 3.2% of their software · price −$1.3B$640M+$1.6B
- IntuitINTU1,183,381 shares · 2.7% of their software · price +$2.2M$541M+$240M
- TwilioTWLO2,133,782 shares · 2.6% of their software · Implied price is far from the quarter-end close$525M—
- DatadogDDOG5,307,736 shares · 2.3% of their software · price −$34.3M$468M+$366M
- AdobeADBE373,057 shares · 2.3% of their software · Implied price is far from the quarter-end close$455M—
- OracleORCL2,130,922 shares · 2.2% of their software · Implied price is far from the quarter-end close$444M—
- Block, Inc.XYZ2,998,048 shares · 2.0% of their software · price −$19.4M$392M+$178M
- CadenceCDNS2,335,747 shares · 1.9% of their software · price +$31.3M$382M+$77.7M
- PaycomPAYC994,746 shares · 1.6% of their software · price +$49.6M$324M+$251M
- FortinetFTNT4,916,894 shares · 1.2% of their software · price −$36.6M$240M+$254M
- Gen DigitalGEN9,402,601 shares · 0.9% of their software · price −$17.1M$188M+$200M
- PalantirPLTR18,706,838 shares · 0.8% of their software · price −$17.6M$152M+$162M
- UnityU3,883,572 shares · 0.7% of their software · price −$19.3M$135M+$140M
- CloudflareNET2,375,022 shares · 0.7% of their software · price +$27.5M$131M+$98.7M
- DoximityDOCS4,036,123 shares · 0.6% of their software · price −$18.6M$122M+$140M
- BlackBerry LimitedBB21,788,155 shares · 0.5% of their software · price −$15.0M$102MNew · +$117M
- Paychex, Inc.PAYX862,189 shares · 0.5% of their software · price −$1.4M$96.7M−$13.5M
- Roper Technologies, Inc.ROP236,819 shares · 0.4% of their software · price −$8.3M$85.2M−$16.9M
- PaylocityPCTY337,335 shares · 0.4% of their software · price +$22.7M$81.5M−$2.2M
- GitLabGTLB1,453,187 shares · 0.4% of their software · price −$2.8M$72.0MNew · +$77.2M
- FastlyFSLY91,866 shares · 0.3% of their software · Implied price is far from the quarter-end close$65.2M—
- Automatic Data Processing, Inc.ADP289,484 shares · 0.3% of their software · price +$4.7M$63.5M+$22.6M
- Uber Technologies, Inc.UBER352,923 shares · 0.3% of their software · Implied price is far from the quarter-end close$62.4M—
- QualysQLYS425,311 shares · 0.3% of their software · price +$5.6M$59.3M+$44.6M
- OktaOKTA1,028,286 shares · 0.3% of their software · price −$34.5M$58.5M+$91.0M
- PTCPTC533,552 shares · 0.3% of their software · price −$928K$55.8M+$49.6M
- AsanaASAN2,438,249 shares · 0.3% of their software · price +$11.3M$52.5M+$42.4M
- SentinelOneS1,713,148 shares · 0.2% of their software · price +$3.8M$43.8M+$38.6M
- AkamaiAKAM526,299 shares · 0.2% of their software · price −$5.8M$42.3M+$39.0M
- BoxBOX1,641,230 shares · 0.2% of their software · price −$1.2M$40.0M+$31.6M
- DynatraceDT1,116,686 shares · 0.2% of their software · price −$5.2M$38.9M+$1.6M
- ShopifySHOP9,850 shares · 0.2% of their software · Implied price is far from the quarter-end close$38.4MNew
- AutodeskADSK204,619 shares · 0.2% of their software · price +$3.0M$38.2M+$20.5M
- VeriSign, Inc.VRSN214,833 shares · 0.2% of their software · price +$1.4M$37.3M+$29.7M
- F5, Inc.FFIV245,822 shares · 0.2% of their software · price −$2.0M$35.6M+$30.4M
- SynopsysSNPS107,064 shares · 0.2% of their software$32.7MFlat
- TenableTENB873,975 shares · 0.2% of their software · price −$9.3M$30.4M+$35.5M
- VeriskVRSK159,940 shares · 0.1% of their software$27.3M−$1.5M
- Fiserv, Inc.FISV290,644 shares · 0.1% of their software · price +$1.3M$27.2M+$4.8M
- Rapid7RPD604,401 shares · 0.1% of their software · price −$14.4M$25.9M+$30.4M
- DocuSignDOCU85,645 shares · 0.1% of their software · Implied price is far from the quarter-end close$23.5M—
- CourseraCOUR57,355 shares · 0.1% of their software · Implied price is far from the quarter-end close$22.0M—
- Amdocs LimitedDOX263,954 shares · 0.1% of their software · price −$1.0M$21.0M+$4.4M
- Check PointCHKP185,753 shares · 0.1% of their software · price −$1.8M$20.8M+$20.6M
- DropboxDBX939,524 shares · 0.1% of their software$19.5M+$9.6M
- Five9FIVN209,640 shares · 0.1% of their software · price −$3.4M$15.7M+$2.7M
- VeevaVEEV93,882 shares · 0.1% of their software · price −$3.1M$15.5M+$5.7M
- NetApp, Inc.NTAP240,975 shares · 0.1% of their software · price −$817K$14.9M−$4.5M
- Manhattan AssociatesMANH104,909 shares · 0.1% of their software · price +$1.9M$14.0M+$9.8M
- HubSpotHUBS50,061 shares · 0.1% of their software · price −$1.5M$13.5M+$7.5M
- VaronisVRNS504,082 shares · 0.1% of their software · price −$1.4M$13.4M+$8.5M
- CoStarCSGP169,281 shares · 0.1% of their software · price +$1.6M$11.8M+$2.6M
- Lyft, Inc.LYFT972,115 shares · 0.1% of their software$11.6M+$11.4M
- BlackLineBL192,819 shares · 0.1% of their software · price −$1.3M$11.6M+$11.4M
- WorkdayWDAY70,446 shares · 0.1% of their software · price +$890K$10.7MFlat
- BroadridgeBR71,833 shares · 0.1% of their software$10.4MFlat
- ACI WorldwideACIW482,897 shares · 0.1% of their software · price −$2.4M$10.1MFlat
- FactSetFDS24,660 shares · 0.0% of their software$9.9M−$8.2M
- Sprout SocialSPT150,725 shares · 0.0% of their software$9.1M+$7.5M
- SS&CSSNC183,202 shares · 0.0% of their software · price −$1.9M$8.7M+$8.4M
- Tyler TechnologiesTYL24,474 shares · 0.0% of their software$8.5MFlat
- i3 Verticals, Inc.IIIV421,903 shares · 0.0% of their software · price −$2.1M$8.5MFlat
- TrimbleTRMB146,153 shares · 0.0% of their software · price −$579K$7.9M+$3.0M
- CommvaultCVLT123,045 shares · 0.0% of their software · price −$1.2M$6.5M−$1.3M
- WorkivaWK80,902 shares · 0.0% of their software · price +$955K$6.3M+$4.2M
- Donnelley Financial Solutions, Inc.DFIN139,189 shares · 0.0% of their software · price +$1.1M$5.1M+$3.7M
- ZoomZM69,037 shares · 0.0% of their software · price −$2.4M$5.1MFlat
- Fair IsaacFICO12,246 shares · 0.0% of their software$5.0MFlat
- NutanixNTNX238,446 shares · 0.0% of their software · price +$1.5M$5.0MSplit
- AppFolioAPPF46,145 shares · 0.0% of their software · price +$650K$4.8M+$962K
- EVERTEC, Inc.EVTC150,197 shares · 0.0% of their software · price −$831K$4.7MFlat
- DLocal LimitedDLO212,787 shares · 0.0% of their software · price −$1.2M$4.4MNew · +$5.6M
- ProcorePCOR82,983 shares · 0.0% of their software$4.1M+$2.7M
- Calix, Inc.CALX61,895 shares · 0.0% of their software · price +$1.7M$3.8MFlat
- PhreesiaPHR141,304 shares · 0.0% of their software$3.6M−$3.2M
- SPS CommerceSPSC28,889 shares · 0.0% of their software$3.6MFlat
- BlackbaudBLKB76,052 shares · 0.0% of their software · price −$1.1M$3.4MFlat
- YextYEXT674,497 shares · 0.0% of their software$3.0MFlat
- DomoDOMO153,021 shares · 0.0% of their software$2.8M—
- 8x8EGHT731,296 shares · 0.0% of their software$2.5M—
- Health CatalystHCAT253,327 shares · 0.0% of their software · price −$1.2M$2.5M+$1.8M
- ElasticESTC32,075 shares · 0.0% of their software$2.3MFlat
- WixWIX28,003 shares · 0.0% of their software$2.2MFlat
- Repay Holdings CorporationRPAY308,300 shares · 0.0% of their software · price −$1.8M$2.2M+$939K
- LiveRamp Holdings, Inc.RAMP117,984 shares · 0.0% of their software · price −$903K$2.1M+$2.4M
- Bentley SystemsBSY69,887 shares · 0.0% of their software$2.1MFlat
- MorningstarMORN9,754 shares · 0.0% of their software$2.1MFlat
- GoDaddyGDDY27,380 shares · 0.0% of their software$1.9M−$2.8M
- WEX Inc.WEX14,801 shares · 0.0% of their software$1.9MFlat
- TeradataTDC59,433 shares · 0.0% of their software$1.8M+$616K
- MagniteMGNI280,701 shares · 0.0% of their software · price −$648K$1.8M+$2.0M
- AppLovinAPP90,712 shares · 0.0% of their software · price −$1.4M$1.8MFlat
- ToastTOST102,940 shares · 0.0% of their software$1.7MFlat
- RingCentralRNG42,351 shares · 0.0% of their software · price −$521K$1.7MFlat
- BILLBILL12,563 shares · 0.0% of their software$1.7MFlat
- Euronet Worldwide, Inc.EEFT19,934 shares · 0.0% of their software$1.5MFlat
- Alarm.com Holdings, Inc.ALRM21,030 shares · 0.0% of their software$1.4MFlat
- ePlus inc.PLUS25,458 shares · 0.0% of their software$1.1MFlat
- DigitalOceanDOCN29,131 shares · 0.0% of their software$1.1MFlat
- StoneCo Ltd.STNE106,161 shares · 0.0% of their software$1.0MFlat
- Alight, Inc.ALIT128,561 shares · 0.0% of their software$942KFlat
- Shift4 Payments, Inc.FOUR20,920 shares · 0.0% of their software$933KFlat
- DuolingoDUOL9,056 shares · 0.0% of their software$862KFlat
- NetScout Systems, Inc.NTCT26,738 shares · 0.0% of their software$837KFlat
- ProgressPRGS18,542 shares · 0.0% of their software$789KFlat
- PagerDutyPD33,446 shares · 0.0% of their software$772KFlat
- Strategy IncMSTR3,613 shares · 0.0% of their software$767KFlat
- UiPathPATH57,848 shares · 0.0% of their software$729KFlat
- Q2QTWO21,537 shares · 0.0% of their software$693KFlat
- GuidewireGWRE10,905 shares · 0.0% of their software$672KFlat
- DoubleVerifyDV23,888 shares · 0.0% of their software$653KFlat
- Sabre CorporationSABR125,045 shares · 0.0% of their software$644KFlat
- AppianAPPN15,547 shares · 0.0% of their software$635KFlat
- A10 Networks, Inc.ATEN42,013 shares · 0.0% of their software$557KFlat
- PegasystemsPEGA17,135 shares · 0.0% of their software$551KFlat
- Clear Secure, Inc.YOU24,003 shares · 0.0% of their software$549KFlat
- Digital TurbineAPPS36,269 shares · 0.0% of their software$523KFlat
- SchrödingerSDGR20,719 shares · 0.0% of their software$518KFlat
- Payoneer Global Inc.PAYO83,204 shares · 0.0% of their software$503KFlat
- OpenTextOTEX18,886 shares · 0.0% of their software$502KNew · +$715K
- Grab Holdings LimitedGRAB189,449 shares · 0.0% of their software$498KFlat
- FlywireFLYW21,454 shares · 0.0% of their software$493KFlat
- Upbound Group, Inc.UPBD27,983 shares · 0.0% of their software$490KFlat
- InterDigital, Inc.IDCC12,019 shares · 0.0% of their software$486KFlat
- CertaraCERT36,419 shares · 0.0% of their software$484KFlat
- Agilysys, Inc.AGYS8,254 shares · 0.0% of their software$457KFlat
- PDF Solutions, Inc.PDFS18,581 shares · 0.0% of their software$456KFlat
- nCinoNCNO12,905 shares · 0.0% of their software$440KFlat
- Remitly Global, Inc.RELY37,118 shares · 0.0% of their software$413KFlat
- Mitek Systems, Inc.MITK43,271 shares · 0.0% of their software$397KFlat
- PubMaticPUBM22,690 shares · 0.0% of their software$377KFlat
- CCC Intelligent Solutions Holdings Inc.CCC40,519 shares · 0.0% of their software$369KFlat
- Commerce.com, Inc.CMRC24,935 shares · 0.0% of their software$369KFlat
- AmplitudeAMPL21,828 shares · 0.0% of their software$338KFlat
- C3.aiAI26,528 shares · 0.0% of their software$332KFlat
- International Money Express, Inc.IMXI14,086 shares · 0.0% of their software$321KFlat
- PAR Technology CorporationPAR10,308 shares · 0.0% of their software$304KFlat
- Simulations PlusSLP6,171 shares · 0.0% of their software$300KFlat
- Consensus Cloud Solutions, Inc.CCSI6,201 shares · 0.0% of their software$293KFlat
- Zeta GlobalZETA41,162 shares · 0.0% of their software$272KFlat
- N-ableNABL26,995 shares · 0.0% of their software$249KFlat
- Ribbon Communications Inc.RBBN111,617 shares · 0.0% of their software$248KFlat
- Cerence Inc.CRNC14,955 shares · 0.0% of their software$236KFlat
- Ooma, Inc.OOMA18,818 shares · 0.0% of their software$231KFlat
- Thryv Holdings, Inc.THRY9,768 shares · 0.0% of their software$223KFlat
- AlkamiALKT14,437 shares · 0.0% of their software$218KFlat
- AvePointAVPT51,304 shares · 0.0% of their software$206KFlat
- Telos CorporationTLS21,378 shares · 0.0% of their software$190KFlat
- Blend Labs, Inc.BLND74,968 shares · 0.0% of their software$166KFlat
- OneSpan Inc.OSPN16,858 shares · 0.0% of their software$145KFlat
- SmartRent, Inc.SMRT49,224 shares · 0.0% of their software$112KFlat
- Rimini Street, Inc.RMNI19,422 shares · 0.0% of their software$91KFlat
- Rackspace Technology, Inc.RXT22,330 shares · 0.0% of their software$91KFlat
- DHI Group, Inc.DHX16,044 shares · 0.0% of their software$86KFlat
- eGain CorporationEGAN10,126 shares · 0.0% of their software$74KFlat
- NextNav Inc.NN27,513 shares · 0.0% of their software$74KFlat
- Veritone, Inc.VERI11,925 shares · 0.0% of their software$67KFlat
- Nerdy Inc.NRDY21,498 shares · 0.0% of their software$45KFlat