Generalist · Atlanta, GA
Voya Investment Management
Q1 2023 · compared with Q4 2022
Filed as Voya Investment Management LLC
- Software
- $14.8B
- Weight of 13F
- 19.1%
- Names
- 170
- Net bought
- +$200M
Filed 15 May 2023 · SEC filing.
2,711 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
- MicrosoftMSFT15,766,165 shares · 30.7% of their software · price +$764M$4.5B+$198M
- ServiceNowNOW1,920,108 shares · 6.0% of their software · price +$147M$892M+$127M
- SalesforceCRM3,847,378 shares · 5.2% of their software · price +$259M$769M—
- Palo Alto NetworksPANW3,290,748 shares · 4.4% of their software · price +$198M$657M−$38.4M
- CrowdStrikeCRWD4,769,237 shares · 4.4% of their software · price +$152M$655M−$13.8M
- IntuitINTU1,133,164 shares · 3.4% of their software · price +$64.1M$505M−$21.0M
- DatadogDDOG5,370,292 shares · 2.6% of their software · price −$4.5M$390M−$64.9M
- TwilioTWLO4,817,644 shares · 2.2% of their software · price +$85.1M$321M—
- MongoDBMDB1,346,671 shares · 2.1% of their software · price +$48.9M$314M+$16.1M
- CloudflareNET5,027,553 shares · 2.1% of their software · price +$82.7M$310M+$118M
- ZscalerZS2,648,722 shares · 2.1% of their software · price +$13.1M$309M−$25.7M
- The Trade DeskTTD4,586,677 shares · 1.9% of their software · price +$73.8M$279M—
- CadenceCDNS1,278,905 shares · 1.8% of their software · price +$63.2M$269M−$157M
- ZoomInfoZI10,807,472 shares · 1.8% of their software$267M—
- OracleORCL2,805,865 shares · 1.8% of their software · price +$31.4M$261MFlat
- ShopifySHOP5,286,165 shares · 1.7% of their software · price +$69.9M$255M—
- Block, Inc.XYZ3,384,238 shares · 1.6% of their software · price +$19.7M$232M+$29.0M
- AdobeADBE594,917 shares · 1.6% of their software · price +$29.1M$229M—
- WorkdayWDAY1,092,078 shares · 1.5% of their software · price +$42.8M$226M+$141M
- HubSpotHUBS518,593 shares · 1.5% of their software · price +$72.4M$222M+$103M
- UnityU6,298,040 shares · 1.4% of their software · price +$24.2M$204M+$38.2M
- AtlassianTEAM1,143,486 shares · 1.3% of their software · price +$48.6M$196M+$74.0M
- PalantirPLTR22,758,686 shares · 1.3% of their software · price +$46.2M$192MFlat
- OktaOKTA2,102,951 shares · 1.2% of their software · price +$37.7M$181M+$79.7M
- PaycomPAYC579,387 shares · 1.2% of their software · price −$3.7M$176M−$153M
- FortinetFTNT2,265,096 shares · 1.0% of their software · price +$39.8M$151M+$1.3M
- DoximityDOCS4,082,035 shares · 0.9% of their software · price −$4.8M$132M−$2.7M
- Roper Technologies, Inc.ROP292,412 shares · 0.9% of their software · price +$2.5M$129M+$12.8M
- Uber Technologies, Inc.UBER3,819,728 shares · 0.8% of their software · price +$26.6M$121M—
- BILLBILL1,427,888 shares · 0.8% of their software · price −$39.7M$116M+$64.9M
- TenableTENB2,295,121 shares · 0.7% of their software · price +$21.5M$109M+$31.5M
- SnowflakeSNOW575,123 shares · 0.6% of their software · price +$6.2M$88.7MFlat
- Check PointCHKP492,464 shares · 0.4% of their software · price +$1.9M$64.0M+$31.0M
- PTCPTC477,802 shares · 0.4% of their software · price +$3.9M$61.3M−$12.9M
- Automatic Data Processing, Inc.ADP261,358 shares · 0.4% of their software · price −$4.2M$58.2M−$11.0M
- QualysQLYS426,365 shares · 0.4% of their software · price +$7.6M$55.4M−$1.5M
- Gen DigitalGEN2,876,880 shares · 0.3% of their software · price −$12.3M$49.4M−$136M
- SynopsysSNPS121,326 shares · 0.3% of their software · price +$8.1M$46.9M−$881K
- VeriSign, Inc.VRSN216,813 shares · 0.3% of their software · price +$1.3M$45.8MFlat
- DynatraceDT1,081,625 shares · 0.3% of their software · price +$4.3M$45.8M−$5.9M
- Bentley SystemsBSY962,443 shares · 0.3% of their software · price +$5.8M$41.4M+$33.0M
- AkamaiAKAM515,231 shares · 0.3% of their software · price −$3.1M$40.3MFlat
- AutodeskADSK169,391 shares · 0.2% of their software · price +$3.6M$35.3M−$861K
- SentinelOneS1,725,017 shares · 0.2% of their software · price +$3.1M$28.2MFlat
- Fiserv, Inc.FISV245,133 shares · 0.2% of their software · price +$2.9M$27.7M−$4.8M
- Paychex, Inc.PAYX220,289 shares · 0.2% of their software$25.2M−$72.3M
- Five9FIVN293,948 shares · 0.1% of their software · price +$1.3M$21.2M+$2.3M
- DropboxDBX950,224 shares · 0.1% of their software · price −$722K$20.5M−$9.6M
- VeriskVRSK102,832 shares · 0.1% of their software · price +$1.6M$19.7MFlat
- Manhattan AssociatesMANH114,812 shares · 0.1% of their software · price +$3.8M$17.8M−$2.4M
- NetApp, Inc.NTAP276,333 shares · 0.1% of their software · price +$1.0M$17.6M+$1.8M
- Amdocs LimitedDOX177,535 shares · 0.1% of their software · price +$911K$17.0M−$7.3M
- BlackLineBL226,149 shares · 0.1% of their software$15.2MFlat
- Sprout SocialSPT237,783 shares · 0.1% of their software · price +$1.1M$14.5M+$4.6M
- VeevaVEEV70,904 shares · 0.1% of their software · price +$1.6M$13.0M−$2.0M
- VaronisVRNS497,476 shares · 0.1% of their software · price +$1.0M$12.9M+$2.8M
- DocuSignDOCU219,476 shares · 0.1% of their software · price +$632K$12.8M—
- GuidewireGWRE154,148 shares · 0.1% of their software · price +$3.0M$12.6M+$9.0M
- Donnelley Financial Solutions, Inc.DFIN308,062 shares · 0.1% of their software · price +$681K$12.6M+$6.6M
- SS&CSSNC213,397 shares · 0.1% of their software · price +$941K$12.1M+$2.5M
- CoStarCSGP172,469 shares · 0.1% of their software · price −$1.5M$11.9MFlat
- WorkivaWK115,806 shares · 0.1% of their software · price +$2.1M$11.9M+$608K
- i3 Verticals, Inc.IIIV480,734 shares · 0.1% of their software$11.8MFlat
- Fair IsaacFICO15,599 shares · 0.1% of their software · price +$1.6M$11.0MFlat
- BroadridgeBR71,046 shares · 0.1% of their software · price +$884K$10.4MFlat
- FactSetFDS24,151 shares · 0.1% of their software$10.0MFlat
- F5, Inc.FFIV61,754 shares · 0.1% of their software$9.0M−$1.6M
- Tyler TechnologiesTYL24,523 shares · 0.1% of their software · price +$790K$8.7MFlat
- TrimbleTRMB146,569 shares · 0.1% of their software$7.7MFlat
- PaylocityPCTY37,934 shares · 0.1% of their software$7.5M−$56.5M
- ACI WorldwideACIW263,773 shares · 0.0% of their software · price +$1.0M$7.1M−$4.9M
- BoxBOX214,459 shares · 0.0% of their software · price −$931K$5.7M−$43.5M
- TeradataTDC124,041 shares · 0.0% of their software · price +$821K$5.0M+$2.2M
- ProcorePCOR79,424 shares · 0.0% of their software · price +$1.2M$5.0M+$574K
- A10 Networks, Inc.ATEN318,981 shares · 0.0% of their software$4.9M+$4.4M
- GitLabGTLB142,057 shares · 0.0% of their software · price −$1.6M$4.9M−$70.4M
- ZoomZM65,556 shares · 0.0% of their software$4.8MFlat
- EVERTEC, Inc.EVTC133,047 shares · 0.0% of their software$4.5MFlat
- UiPathPATH246,197 shares · 0.0% of their software · price +$1.2M$4.3M+$2.4M
- CommvaultCVLT75,479 shares · 0.0% of their software$4.3M−$1.1M
- NutanixNTNX162,796 shares · 0.0% of their software$4.2MFlat
- SPS CommerceSPSC27,457 shares · 0.0% of their software · price +$655K$4.2MFlat
- Calix, Inc.CALX69,620 shares · 0.0% of their software · price −$1.0M$3.7MFlat
- GoDaddyGDDY44,198 shares · 0.0% of their software$3.4M+$1.2M
- StoneCo Ltd.STNE356,447 shares · 0.0% of their software$3.4M+$2.4M
- Payoneer Global Inc.PAYO471,279 shares · 0.0% of their software$3.0M+$1.7M
- WixWIX27,284 shares · 0.0% of their software · price +$627K$2.7MFlat
- WEX Inc.WEX14,222 shares · 0.0% of their software$2.6MFlat
- LiveRamp Holdings, Inc.RAMP105,361 shares · 0.0% of their software$2.3MFlat
- YextYEXT234,062 shares · 0.0% of their software · price +$721K$2.2M−$684K
- Euronet Worldwide, Inc.EEFT19,402 shares · 0.0% of their software$2.2MFlat
- ProgressPRGS35,818 shares · 0.0% of their software$2.1M+$930K
- MorningstarMORN9,371 shares · 0.0% of their software$1.9MFlat
- ToastTOST102,679 shares · 0.0% of their software$1.8MFlat
- ElasticESTC31,163 shares · 0.0% of their software$1.8MFlat
- Alarm.com Holdings, Inc.ALRM33,585 shares · 0.0% of their software$1.7M+$621K
- FastlyFSLY91,866 shares · 0.0% of their software · price +$879K$1.6MFlat
- InterDigital, Inc.IDCC21,623 shares · 0.0% of their software · price +$506K$1.6MFlat
- Shift4 Payments, Inc.FOUR20,325 shares · 0.0% of their software$1.5MFlat
- SamsaraIOT75,053 shares · 0.0% of their software · price +$547K$1.5MFlat
- AppLovinAPP88,486 shares · 0.0% of their software$1.4MFlat
- Alight, Inc.ALIT147,275 shares · 0.0% of their software$1.4MFlat
- DuolingoDUOL8,993 shares · 0.0% of their software · price +$643K$1.3MFlat
- ePlus inc.PLUS25,458 shares · 0.0% of their software$1.2MFlat
- BlackbaudBLKB17,664 shares · 0.0% of their software$1.2MFlat
- PagerDutyPD32,584 shares · 0.0% of their software$1.1MFlat
- PDF Solutions, Inc.PDFS26,215 shares · 0.0% of their software$1.1MFlat
- DigitalOceanDOCN27,743 shares · 0.0% of their software$1.1MFlat
- Strategy IncMSTR3,664 shares · 0.0% of their software · price +$552K$1.1MFlat
- RingCentralRNG34,313 shares · 0.0% of their software$1.1MFlat
- Lyft, Inc.LYFT113,388 shares · 0.0% of their software$1.1MFlat
- Rapid7RPD22,173 shares · 0.0% of their software$1.0MFlat
- DoubleVerifyDV31,501 shares · 0.0% of their software$950KFlat
- AppFolioAPPF7,355 shares · 0.0% of their software$916K−$1.4M
- CertaraCERT35,486 shares · 0.0% of their software$856KFlat
- PegasystemsPEGA16,648 shares · 0.0% of their software$807KFlat
- C3.aiAI23,551 shares · 0.0% of their software · price +$527K$791KFlat
- NetScout Systems, Inc.NTCT26,553 shares · 0.0% of their software$761KFlat
- AppianAPPN15,396 shares · 0.0% of their software$683KFlat
- PhreesiaPHR20,477 shares · 0.0% of their software$661KFlat
- CourseraCOUR55,538 shares · 0.0% of their software$640K—
- Agilysys, Inc.AGYS7,734 shares · 0.0% of their software$638KFlat
- FlywireFLYW21,454 shares · 0.0% of their software$630KFlat
- Remitly Global, Inc.RELY37,118 shares · 0.0% of their software$629KFlat
- Clear Secure, Inc.YOU23,788 shares · 0.0% of their software$623KFlat
- Upbound Group, Inc.UPBD24,606 shares · 0.0% of their software$603KFlat
- AsanaASAN28,073 shares · 0.0% of their software$593KFlat
- Grab Holdings LimitedGRAB184,230 shares · 0.0% of their software$555KFlat
- SchrödingerSDGR20,719 shares · 0.0% of their software$546KFlat
- 8x8EGHT128,564 shares · 0.0% of their software$536K—
- Sabre CorporationSABR124,188 shares · 0.0% of their software$533K−$2.4M
- Q2QTWO21,537 shares · 0.0% of their software$530KFlat
- MagniteMGNI50,397 shares · 0.0% of their software$467KFlat
- Zeta GlobalZETA41,162 shares · 0.0% of their software$446KFlat
- Digital TurbineAPPS35,837 shares · 0.0% of their software$443KFlat
- Cerence Inc.CRNC14,955 shares · 0.0% of their software$420KFlat
- Ribbon Communications Inc.RBBN121,697 shares · 0.0% of their software$416KFlat
- International Money Express, Inc.IMXI15,300 shares · 0.0% of their software$394KFlat
- Adeia Inc.ADEA41,292 shares · 0.0% of their software$366KFlat
- CCC Intelligent Solutions Holdings Inc.CCC39,979 shares · 0.0% of their software$359KFlat
- N-ableNABL26,995 shares · 0.0% of their software$356KFlat
- PAR Technology CorporationPAR10,308 shares · 0.0% of their software$350KFlat
- Thryv Holdings, Inc.THRY15,118 shares · 0.0% of their software$349KNew · Flat
- Ooma, Inc.OOMA26,645 shares · 0.0% of their software$333KFlat
- nCinoNCNO12,652 shares · 0.0% of their software$314KFlat
- OneSpan Inc.OSPN16,115 shares · 0.0% of their software$282KFlat
- AmplitudeAMPL21,828 shares · 0.0% of their software$272KFlat
- Simulations PlusSLP6,171 shares · 0.0% of their software$271KFlat
- Health CatalystHCAT21,166 shares · 0.0% of their software$247KFlat
- DHI Group, Inc.DHX62,012 shares · 0.0% of their software$241KFlat
- Intapp, Inc.INTA5,202 shares · 0.0% of their software$233KNew · Flat
- PubMaticPUBM16,482 shares · 0.0% of their software$228KFlat
- Repay Holdings CorporationRPAY33,997 shares · 0.0% of their software$223K−$1.3M
- Commerce.com, Inc.CMRC24,935 shares · 0.0% of their software$223KFlat
- Consensus Cloud Solutions, Inc.CCSI6,201 shares · 0.0% of their software$211KFlat
- AvePointAVPT51,304 shares · 0.0% of their software$211KFlat
- Paysafe LimitedPSFE11,258 shares · 0.0% of their software$194KFlat
- AlkamiALKT14,412 shares · 0.0% of their software$182KFlat
- Xperi Inc.XPER16,000 shares · 0.0% of their software$175KFlat
- DomoDOMO12,087 shares · 0.0% of their software$172K—
- Mitek Systems, Inc.MITK17,668 shares · 0.0% of their software$169KFlat
- SmartRent, Inc.SMRT49,224 shares · 0.0% of their software$126KFlat
- Nerdy Inc.NRDY21,498 shares · 0.0% of their software$90KFlat
- Rimini Street, Inc.RMNI19,078 shares · 0.0% of their software$79KFlat
- eGain CorporationEGAN10,126 shares · 0.0% of their software$77KFlat
- Blend Labs, Inc.BLND74,968 shares · 0.0% of their software$75KFlat
- Veritone, Inc.VERI11,925 shares · 0.0% of their software$70KFlat
- NextNav Inc.NN27,513 shares · 0.0% of their software$56KFlat
- Telos CorporationTLS21,378 shares · 0.0% of their software$54KFlat
- Rackspace Technology, Inc.RXT22,330 shares · 0.0% of their software$42KFlat