Generalist · Atlanta, GA
Voya Investment Management
Q4 2022 · compared with Q3 2022
Filed as Voya Investment Management LLC
- Software
- $17.1B
- Weight of 13F
- 18.7%
- Names
- 170
- Net bought
- +$23.5M
Filed 14 February 2023 · SEC filing.
2,754 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
- MicrosoftMSFT14,941,442 shares · 29.0% of their software · price +$103M$5.0BFlat
- ServiceNowNOW1,591,812 shares · 5.7% of their software · price +$17.0M$976M+$33.6M
- CrowdStrikeCRWD4,900,261 shares · 5.5% of their software · price −$292M$942M−$85.8M
- The Trade DeskTTD5,005,439 shares · 5.0% of their software · Implied price is far from the quarter-end close$847M—
- ZscalerZS2,878,810 shares · 3.8% of their software · price −$151M$653M−$10.9M
- ZoomInfoZI10,988,418 shares · 3.8% of their software$649M—
- OracleORCL2,784,928 shares · 3.6% of their software · Implied price is far from the quarter-end close$609M—
- MongoDBMDB1,265,042 shares · 3.4% of their software · price −$2.2M$574M−$54.1M
- IntuitINTU1,187,035 shares · 3.1% of their software · price +$2.3M$534MFlat
- AdobeADBE355,627 shares · 3.0% of their software · Implied price is far from the quarter-end close$512M—
- Palo Alto NetworksPANW3,565,721 shares · 2.9% of their software · price −$86.5M$493M−$60.1M
- DatadogDDOG6,252,708 shares · 2.7% of their software · price −$95.5M$455M+$83.9M
- SalesforceCRM974,029 shares · 2.6% of their software · Implied price is far from the quarter-end close$438M—
- Block, Inc.XYZ2,922,266 shares · 2.5% of their software · price +$22.9M$421M−$4.2M
- CadenceCDNS2,254,205 shares · 2.1% of their software · price −$6.3M$362M−$13.3M
- SnowflakeSNOW571,538 shares · 2.1% of their software · Implied price is far from the quarter-end close$358M—
- PaycomPAYC1,072,525 shares · 1.9% of their software · price −$21.1M$327M+$25.7M
- TwilioTWLO1,357,192 shares · 1.8% of their software · Implied price is far from the quarter-end close$310M—
- Gen DigitalGEN9,208,481 shares · 1.1% of their software · price +$11.9M$195M−$3.9M
- UnityU4,960,624 shares · 0.9% of their software · price −$16.2M$151M+$34.3M
- PalantirPLTR22,931,314 shares · 0.9% of their software · price −$39.2M$147M+$34.3M
- DoximityDOCS4,162,563 shares · 0.8% of their software · price +$13.9M$140M+$3.8M
- Roper Technologies, Inc.ROP262,807 shares · 0.7% of their software · price +$19.0M$114M+$9.3M
- CloudflareNET2,426,706 shares · 0.6% of their software · price −$24.5M$110M+$2.9M
- FortinetFTNT2,237,986 shares · 0.6% of their software · price −$537K$109M−$132M
- Paychex, Inc.PAYX846,235 shares · 0.6% of their software · price +$2.8M$97.8M−$1.8M
- BILLBILL832,508 shares · 0.5% of their software · price −$19.5M$90.7M+$109M
- GitLabGTLB1,690,462 shares · 0.4% of their software · price −$9.8M$73.4M+$12.2M
- AtlassianTEAM568,483 shares · 0.4% of their software · price −$46.6M$73.2MNew · +$120M
- PTCPTC585,631 shares · 0.4% of their software · price +$9.0M$70.3M+$5.4M
- Automatic Data Processing, Inc.ADP307,398 shares · 0.4% of their software · price +$3.9M$70.1M+$4.1M
- PaylocityPCTY328,923 shares · 0.4% of their software · price −$15.6M$63.9M−$2.0M
- OktaOKTA936,554 shares · 0.4% of their software · price +$10.7M$62.0M−$5.2M
- TenableTENB1,469,855 shares · 0.3% of their software · price +$4.9M$56.1M+$20.7M
- Uber Technologies, Inc.UBER352,346 shares · 0.3% of their software · Implied price is far from the quarter-end close$53.8MFlat
- FastlyFSLY91,866 shares · 0.3% of their software · Implied price is far from the quarter-end close$53.2MFlat
- BoxBOX1,610,470 shares · 0.3% of their software · price +$10.9M$50.1M−$750K
- QualysQLYS439,889 shares · 0.3% of their software · price −$11.9M$49.4M+$2.0M
- DynatraceDT1,236,933 shares · 0.3% of their software · price +$4.3M$47.4M+$4.2M
- ShopifySHOP14,240 shares · 0.3% of their software · Implied price is far from the quarter-end close$45.3M—
- VeriSign, Inc.VRSN215,317 shares · 0.3% of their software · price +$6.8M$44.2MFlat
- AkamaiAKAM512,440 shares · 0.3% of their software · price +$2.0M$43.2M−$1.1M
- HubSpotHUBS162,955 shares · 0.3% of their software · price +$3.1M$43.1M+$30.5M
- SynopsysSNPS124,086 shares · 0.2% of their software · price +$1.7M$39.6M+$5.2M
- WorkdayWDAY252,272 shares · 0.2% of their software · price +$3.8M$39.4M+$27.7M
- AutodeskADSK173,996 shares · 0.2% of their software$32.5M−$5.7M
- Check PointCHKP246,607 shares · 0.2% of their software · price +$3.5M$31.1M+$6.8M
- DropboxDBX1,379,969 shares · 0.2% of their software · price +$2.3M$30.9M+$9.1M
- Fiserv, Inc.FISV293,033 shares · 0.2% of their software · price +$2.2M$29.6MFlat
- SentinelOneS1,713,555 shares · 0.1% of their software · price −$18.8M$25.0MFlat
- Amdocs LimitedDOX257,366 shares · 0.1% of their software · price +$2.9M$23.4M−$523K
- DocuSignDOCU85,949 shares · 0.1% of their software · Implied price is far from the quarter-end close$22.6MFlat
- CourseraCOUR66,139 shares · 0.1% of their software · Implied price is far from the quarter-end close$22.1M—
- VeriskVRSK104,782 shares · 0.1% of their software · price +$617K$18.5M−$9.4M
- Five9FIVN260,689 shares · 0.1% of their software · price −$1.9M$17.7M+$3.8M
- Manhattan AssociatesMANH134,553 shares · 0.1% of their software · price −$1.6M$16.3M+$3.9M
- BlackBerry LimitedBB4,967,545 shares · 0.1% of their software · price −$7.2M$16.2M−$79.1M
- BlackLineBL225,966 shares · 0.1% of their software · price +$1.7M$15.2M+$2.0M
- NetApp, Inc.NTAP245,548 shares · 0.1% of their software$14.7MFlat
- VeevaVEEV83,024 shares · 0.1% of their software$13.4M−$1.8M
- CoStarCSGP166,870 shares · 0.1% of their software · price +$1.3M$12.9MFlat
- i3 Verticals, Inc.IIIV480,322 shares · 0.1% of their software · price +$2.1M$11.7M+$1.2M
- ACI WorldwideACIW475,137 shares · 0.1% of their software · price +$998K$10.9MFlat
- F5, Inc.FFIV72,795 shares · 0.1% of their software$10.4M−$25.0M
- FactSetFDS24,748 shares · 0.1% of their software$9.9MFlat
- BroadridgeBR72,590 shares · 0.1% of their software · price −$740K$9.7MFlat
- Fair IsaacFICO15,651 shares · 0.1% of their software · price +$2.9M$9.4M+$1.4M
- WorkivaWK108,571 shares · 0.1% of their software · price +$670K$9.1M+$2.2M
- VaronisVRNS378,586 shares · 0.1% of their software · price −$977K$9.1M−$3.3M
- Sprout SocialSPT157,124 shares · 0.1% of their software · price −$663K$8.9MFlat
- SS&CSSNC164,755 shares · 0.1% of their software · price +$710K$8.6M−$881K
- Tyler TechnologiesTYL24,892 shares · 0.0% of their software · price −$625K$8.0MFlat
- TrimbleTRMB146,903 shares · 0.0% of their software · price −$545K$7.4MFlat
- CommvaultCVLT92,641 shares · 0.0% of their software · price +$908K$5.8M−$1.6M
- Donnelley Financial Solutions, Inc.DFIN138,543 shares · 0.0% of their software$5.4MFlat
- EVERTEC, Inc.EVTC146,637 shares · 0.0% of their software$4.7MFlat
- ZoomZM68,965 shares · 0.0% of their software$4.7MFlat
- Calix, Inc.CALX66,900 shares · 0.0% of their software$4.6MFlat
- NutanixNTNX146,301 shares · 0.0% of their software · price +$764K$3.8M−$1.9M
- SPS CommerceSPSC28,889 shares · 0.0% of their software$3.7MFlat
- Sabre CorporationSABR519,544 shares · 0.0% of their software · price +$535K$3.2M+$2.0M
- ProcorePCOR67,258 shares · 0.0% of their software$3.2M−$778K
- LiveRamp Holdings, Inc.RAMP119,433 shares · 0.0% of their software · price +$631K$2.8MFlat
- Bentley SystemsBSY69,883 shares · 0.0% of their software$2.6MFlat
- WEX Inc.WEX14,612 shares · 0.0% of their software · price +$536K$2.4MFlat
- YextYEXT338,747 shares · 0.0% of their software · price +$701K$2.2M−$1.5M
- AppFolioAPPF20,698 shares · 0.0% of their software$2.2M−$2.7M
- WixWIX27,617 shares · 0.0% of their software$2.1MFlat
- MorningstarMORN9,640 shares · 0.0% of their software$2.1MFlat
- GoDaddyGDDY27,592 shares · 0.0% of their software$2.1MFlat
- 8x8EGHT476,309 shares · 0.0% of their software$2.1M—
- TeradataTDC59,968 shares · 0.0% of their software$2.0MFlat
- ToastTOST105,678 shares · 0.0% of their software$1.9MFlat
- Euronet Worldwide, Inc.EEFT19,864 shares · 0.0% of their software$1.9MFlat
- DomoDOMO128,529 shares · 0.0% of their software$1.8M—
- ElasticESTC32,073 shares · 0.0% of their software · price −$649K$1.7MFlat
- Repay Holdings CorporationRPAY191,721 shares · 0.0% of their software$1.5M−$823K
- Lyft, Inc.LYFT113,552 shares · 0.0% of their software$1.3M−$11.3M
- RingCentralRNG35,316 shares · 0.0% of their software$1.3MFlat
- Shift4 Payments, Inc.FOUR20,919 shares · 0.0% of their software$1.2MFlat
- ePlus inc.PLUS25,458 shares · 0.0% of their software$1.1MFlat
- Alight, Inc.ALIT128,561 shares · 0.0% of their software$1.1MFlat
- BlackbaudBLKB17,758 shares · 0.0% of their software$1.0M−$2.6M
- Alarm.com Holdings, Inc.ALRM21,044 shares · 0.0% of their software$1.0MFlat
- StoneCo Ltd.STNE106,161 shares · 0.0% of their software$1.0MFlat
- AppLovinAPP90,707 shares · 0.0% of their software · price −$813K$955KFlat
- SamsaraIOT75,053 shares · 0.0% of their software$933KNew · +$906K
- Payoneer Global Inc.PAYO162,864 shares · 0.0% of their software$891KFlat
- A10 Networks, Inc.ATEN53,281 shares · 0.0% of their software$886KFlat
- ProgressPRGS17,376 shares · 0.0% of their software$877KFlat
- NetScout Systems, Inc.NTCT26,738 shares · 0.0% of their software$869KFlat
- PagerDutyPD32,584 shares · 0.0% of their software$865KFlat
- Rapid7RPD22,173 shares · 0.0% of their software$753K−$25.0M
- PDF Solutions, Inc.PDFS26,398 shares · 0.0% of their software$753KFlat
- UiPathPATH58,567 shares · 0.0% of their software$744KFlat
- DigitalOceanDOCN28,471 shares · 0.0% of their software$725KFlat
- PhreesiaPHR20,968 shares · 0.0% of their software$679K−$3.1M
- GuidewireGWRE10,674 shares · 0.0% of their software$668KFlat
- Clear Secure, Inc.YOU24,003 shares · 0.0% of their software$658KFlat
- DuolingoDUOL9,056 shares · 0.0% of their software$644KFlat
- Agilysys, Inc.AGYS7,885 shares · 0.0% of their software$624KFlat
- DoubleVerifyDV27,635 shares · 0.0% of their software$607KFlat
- InterDigital, Inc.IDCC12,019 shares · 0.0% of their software$595KFlat
- PegasystemsPEGA17,112 shares · 0.0% of their software$586KFlat
- CertaraCERT36,378 shares · 0.0% of their software$585KFlat
- Q2QTWO21,537 shares · 0.0% of their software$579KFlat
- Grab Holdings LimitedGRAB177,478 shares · 0.0% of their software$571KFlat
- Upbound Group, Inc.UPBD24,812 shares · 0.0% of their software$560KFlat
- Digital TurbineAPPS36,269 shares · 0.0% of their software$553KFlat
- MagniteMGNI50,397 shares · 0.0% of their software$534K−$1.5M
- FlywireFLYW21,454 shares · 0.0% of their software$525KFlat
- Strategy IncMSTR3,613 shares · 0.0% of their software$511KFlat
- AppianAPPN15,547 shares · 0.0% of their software$506KFlat
- Remitly Global, Inc.RELY37,118 shares · 0.0% of their software$425KFlat
- AsanaASAN28,498 shares · 0.0% of their software$392K−$53.6M
- Adeia Inc.ADEA41,265 shares · 0.0% of their software$391KNew · Flat
- SchrödingerSDGR20,719 shares · 0.0% of their software$387KFlat
- Mitek Systems, Inc.MITK38,128 shares · 0.0% of their software$369KFlat
- International Money Express, Inc.IMXI15,092 shares · 0.0% of their software$368KFlat
- Ooma, Inc.OOMA26,645 shares · 0.0% of their software$363KFlat
- CCC Intelligent Solutions Holdings Inc.CCC40,998 shares · 0.0% of their software$357KFlat
- nCinoNCNO12,917 shares · 0.0% of their software$342KFlat
- Ribbon Communications Inc.RBBN121,697 shares · 0.0% of their software$340KFlat
- Zeta GlobalZETA41,162 shares · 0.0% of their software$336KFlat
- Consensus Cloud Solutions, Inc.CCSI6,201 shares · 0.0% of their software$333KFlat
- PubMaticPUBM24,794 shares · 0.0% of their software$318KFlat
- C3.aiAI26,528 shares · 0.0% of their software$297KFlat
- N-ableNABL26,995 shares · 0.0% of their software$278KFlat
- Cerence Inc.CRNC14,955 shares · 0.0% of their software$277KFlat
- DHI Group, Inc.DHX51,243 shares · 0.0% of their software$271KFlat
- PAR Technology CorporationPAR10,308 shares · 0.0% of their software$269KFlat
- AmplitudeAMPL21,828 shares · 0.0% of their software$264KFlat
- Health CatalystHCAT21,607 shares · 0.0% of their software$230K−$2.2M
- Simulations PlusSLP6,171 shares · 0.0% of their software$226KFlat
- Commerce.com, Inc.CMRC24,935 shares · 0.0% of their software$218KFlat
- AvePointAVPT51,304 shares · 0.0% of their software$211KFlat
- AlkamiALKT14,412 shares · 0.0% of their software$210KFlat
- Bandwidth Inc.BAND9,149 shares · 0.0% of their software$210KNew · Flat
- OneSpan Inc.OSPN16,858 shares · 0.0% of their software$189KFlat
- Paysafe LimitedPSFE11,258 shares · 0.0% of their software$156KNew · Flat
- Xperi Inc.XPER16,508 shares · 0.0% of their software$142KNew · Flat
- SmartRent, Inc.SMRT49,224 shares · 0.0% of their software$120KFlat
- Telos CorporationTLS21,378 shares · 0.0% of their software$109KFlat
- Blend Labs, Inc.BLND74,968 shares · 0.0% of their software$108KFlat
- eGain CorporationEGAN10,126 shares · 0.0% of their software$91KFlat
- NextNav Inc.NN27,513 shares · 0.0% of their software$81KFlat
- Rimini Street, Inc.RMNI19,078 shares · 0.0% of their software$73KFlat
- Rackspace Technology, Inc.RXT22,330 shares · 0.0% of their software$66KFlat
- Veritone, Inc.VERI11,925 shares · 0.0% of their software$63KFlat
- Nerdy Inc.NRDY21,498 shares · 0.0% of their software$48KFlat