Generalist · Atlanta, GA
Voya Investment Management
Q3 2023 · compared with Q2 2023
Filed as Voya Investment Management LLC
- Software
- $15.1B
- Weight of 13F
- 19.4%
- Names
- 182
- Net bought
- −$149M
Filed 14 November 2023 · SEC filing.
2,743 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
- MicrosoftMSFT12,228,662 shares · 25.6% of their software · price −$303M$3.9B+$304M
- AdobeADBE2,273,316 shares · 7.7% of their software · price +$47.5M$1.2B+$197M
- CrowdStrikeCRWD5,405,739 shares · 6.0% of their software · price +$111M$905M+$13.8M
- SalesforceCRM2,680,369 shares · 3.6% of their software · price −$22.7M$544M−$206M
- DatadogDDOG5,651,201 shares · 3.4% of their software · price −$41.2M$515MFlat
- ZscalerZS3,109,218 shares · 3.2% of their software · price +$28.9M$484M+$20.8M
- ServiceNowNOW862,825 shares · 3.2% of their software · price −$2.6M$482M−$437M
- IntuitINTU888,647 shares · 3.0% of their software · price +$46.9M$454M−$37.9M
- TwilioTWLO7,683,989 shares · 3.0% of their software · price −$39.1M$450M+$72.1M
- CloudflareNET6,518,042 shares · 2.7% of their software · price −$15.2M$411MFlat
- ShopifySHOP7,373,447 shares · 2.7% of their software · price −$74.0M$409M+$89.8M
- Palo Alto NetworksPANW1,640,014 shares · 2.6% of their software · price −$34.6M$384M−$220M
- OktaOKTA3,735,433 shares · 2.0% of their software · price +$45.4M$304M+$161M
- MongoDBMDB844,374 shares · 1.9% of their software · price −$55.0M$292M−$108M
- BILLBILL2,611,149 shares · 1.9% of their software · price −$21.6M$283M+$23.7M
- Uber Technologies, Inc.UBER5,861,666 shares · 1.8% of their software · price +$16.5M$269M+$42.6M
- monday.comMNDY1,636,621 shares · 1.7% of their software · price −$19.6M$261M+$13.3M
- The Trade DeskTTD3,142,113 shares · 1.6% of their software · price +$2.9M$246M−$95.0M
- PaycomPAYC797,196 shares · 1.4% of their software · price −$49.4M$207M+$174M
- Block, Inc.XYZ4,564,422 shares · 1.3% of their software · price −$102M$202M+$221M
- HubSpotHUBS367,699 shares · 1.2% of their software · price −$14.6M$181M−$59.5M
- WorkdayWDAY839,267 shares · 1.2% of their software · price −$9.3M$180M−$14.5M
- OracleORCL1,649,894 shares · 1.2% of their software · price −$21.7M$174M−$103M
- ZoomInfoZI10,429,388 shares · 1.1% of their software$171M—
- SnowflakeSNOW1,035,443 shares · 1.1% of their software · price −$24.0M$158M−$19.6M
- TenableTENB3,155,493 shares · 0.9% of their software · price +$3.9M$141M+$24.1M
- AtlassianTEAM625,365 shares · 0.8% of their software · price +$21.1M$126M−$14.2M
- Roper Technologies, Inc.ROP257,638 shares · 0.8% of their software · price +$897K$125M−$5.0M
- AkamaiAKAM1,170,535 shares · 0.8% of their software · price +$19.5M$125M+$11.5M
- FortinetFTNT2,080,652 shares · 0.8% of their software · price −$35.2M$122M−$96.2M
- CadenceCDNS492,853 shares · 0.8% of their software$115M−$43.1M
- ElasticESTC1,001,973 shares · 0.5% of their software · price +$17.2M$81.4M+$61.9M
- DynatraceDT1,537,298 shares · 0.5% of their software · price −$7.3M$71.8M+$34.4M
- VeriskVRSK297,883 shares · 0.5% of their software · price +$3.0M$70.4M+$3.1M
- SentinelOneS3,777,349 shares · 0.4% of their software · price +$6.6M$63.7M−$5.0M
- Check PointCHKP472,938 shares · 0.4% of their software · price +$3.6M$63.0M−$1.7M
- QualysQLYS370,238 shares · 0.4% of their software · price +$8.7M$56.5M−$1.4M
- SynopsysSNPS105,179 shares · 0.3% of their software · price +$2.5M$48.3M−$1.6M
- Automatic Data Processing, Inc.ADP194,022 shares · 0.3% of their software · price +$4.0M$46.7M−$3.3M
- PTCPTC304,400 shares · 0.3% of their software$43.1MFlat
- VeriSign, Inc.VRSN207,099 shares · 0.3% of their software · price −$4.9M$41.9M−$1.4M
- JFrogFROG1,304,714 shares · 0.2% of their software · price −$3.1M$33.1MNew · +$36.1M
- Bentley SystemsBSY613,794 shares · 0.2% of their software · price −$2.5M$30.8M−$1.4M
- AutodeskADSK147,888 shares · 0.2% of their software$30.6M−$2.5M
- PalantirPLTR1,896,728 shares · 0.2% of their software · price +$1.3M$30.3M−$13.1M
- Paychex, Inc.PAYX228,233 shares · 0.2% of their software · price +$790K$26.3M−$955K
- Fiserv, Inc.FISV229,604 shares · 0.2% of their software · price −$3.0M$25.9M−$1.1M
- VaronisVRNS724,874 shares · 0.1% of their software · price +$2.8M$22.1M−$3.4M
- PaylocityPCTY112,472 shares · 0.1% of their software$20.4M+$13.3M
- UnityU639,328 shares · 0.1% of their software · price −$7.7M$20.1M−$202M
- Manhattan AssociatesMANH99,655 shares · 0.1% of their software$19.7M−$4.1M
- CoStarCSGP250,639 shares · 0.1% of their software · price −$3.0M$19.3M+$3.1M
- Calix, Inc.CALX410,410 shares · 0.1% of their software · price −$1.7M$18.8M+$7.5M
- NetApp, Inc.NTAP244,948 shares · 0.1% of their software$18.6MFlat
- FlywireFLYW565,679 shares · 0.1% of their software$18.0M+$16.4M
- GuidewireGWRE189,359 shares · 0.1% of their software · price +$2.6M$17.0M+$1.8M
- VeevaVEEV77,379 shares · 0.1% of their software$15.7M−$800K
- Sprout SocialSPT291,705 shares · 0.1% of their software · price +$1.1M$14.6M+$3.3M
- FactSetFDS32,669 shares · 0.1% of their software · price +$1.2M$14.3MFlat
- Fair IsaacFICO16,259 shares · 0.1% of their software · price +$964K$14.1MFlat
- DropboxDBX508,484 shares · 0.1% of their software$13.8M−$2.2M
- SS&CSSNC246,915 shares · 0.1% of their software · price −$2.0M$13.0M+$12.1M
- BroadridgeBR72,108 shares · 0.1% of their software · price +$968K$12.9MFlat
- ToastTOST648,188 shares · 0.1% of their software · price −$2.5M$12.1M+$10.9M
- Agilysys, Inc.AGYS175,757 shares · 0.1% of their software$11.6M+$8.0M
- Donnelley Financial Solutions, Inc.DFIN196,574 shares · 0.1% of their software · price +$2.1M$11.1MFlat
- i3 Verticals, Inc.IIIV523,046 shares · 0.1% of their software · price −$900K$11.1MFlat
- Five9FIVN169,084 shares · 0.1% of their software · price −$3.1M$10.9M+$11.2M
- KlaviyoKVYO290,761 shares · 0.1% of their software$10.0MNew · +$10.0M
- Tyler TechnologiesTYL24,495 shares · 0.1% of their software · price −$743K$9.5MFlat
- F5, Inc.FFIV57,969 shares · 0.1% of their software · price +$863K$9.3M−$507K
- Amdocs LimitedDOX107,389 shares · 0.1% of their software · price −$1.5M$9.1M−$1.5M
- GoDaddyGDDY119,037 shares · 0.1% of their software$8.9M+$3.9M
- ACI WorldwideACIW361,717 shares · 0.1% of their software$8.2MFlat
- BoxBOX332,176 shares · 0.1% of their software · price −$1.7M$8.0M+$2.4M
- TrimbleTRMB148,965 shares · 0.1% of their software$8.0MFlat
- Gen DigitalGEN412,269 shares · 0.0% of their software$7.3M−$876K
- ProcorePCOR105,209 shares · 0.0% of their software$6.9M+$676K
- FreshworksFRSH275,482 shares · 0.0% of their software · price +$645K$5.5M+$3.7M
- EVERTEC, Inc.EVTC139,145 shares · 0.0% of their software$5.2MFlat
- A10 Networks, Inc.ATEN338,032 shares · 0.0% of their software$5.1MFlat
- DocuSignDOCU118,123 shares · 0.0% of their software · price −$1.1M$5.0MFlat
- SprinklrCXM335,880 shares · 0.0% of their software$4.6M+$4.2M
- TeradataTDC102,020 shares · 0.0% of their software · price −$856K$4.6M−$2.1M
- Clear Secure, Inc.YOU221,667 shares · 0.0% of their software · price −$915K$4.2M+$2.3M
- NutanixNTNX118,977 shares · 0.0% of their software · price +$813K$4.1M−$586K
- Zeta GlobalZETA481,728 shares · 0.0% of their software$4.0M+$1.0M
- SPS CommerceSPSC21,503 shares · 0.0% of their software$3.7M−$818K
- YextYEXT560,485 shares · 0.0% of their software · price −$2.8M$3.5M+$4.2M
- Intapp, Inc.INTA104,473 shares · 0.0% of their software · price −$877K$3.5M+$2.7M
- Remitly Global, Inc.RELY131,228 shares · 0.0% of their software · price +$840K$3.3MFlat
- MagniteMGNI433,630 shares · 0.0% of their software · price −$2.6M$3.3M+$5.2M
- DoximityDOCS149,607 shares · 0.0% of their software · price −$1.9M$3.2M−$62.5M
- Sabre CorporationSABR701,419 shares · 0.0% of their software · price +$912K$3.1M+$1.8M
- PagSeguro Digital Ltd.PAGS359,898 shares · 0.0% of their software$3.1M+$2.7M
- MorningstarMORN11,566 shares · 0.0% of their software$2.7MFlat
- N-ableNABL208,026 shares · 0.0% of their software$2.7M+$781K
- UiPathPATH140,744 shares · 0.0% of their software$2.4MFlat
- 8x8EGHT931,014 shares · 0.0% of their software$2.3M—
- WEX Inc.WEX11,922 shares · 0.0% of their software$2.2MFlat
- ZoomZM31,993 shares · 0.0% of their software$2.2MFlat
- Alarm.com Holdings, Inc.ALRM34,253 shares · 0.0% of their software$2.1MFlat
- WorkivaWK19,432 shares · 0.0% of their software$2.0MFlat
- DuolingoDUOL11,503 shares · 0.0% of their software$1.9MFlat
- SamsaraIOT75,053 shares · 0.0% of their software$1.9MFlat
- FastlyFSLY96,157 shares · 0.0% of their software$1.8MFlat
- ePlus inc.PLUS28,784 shares · 0.0% of their software$1.8MFlat
- GitLabGTLB39,457 shares · 0.0% of their software$1.8M+$856K
- AppLovinAPP44,064 shares · 0.0% of their software · price +$627K$1.8MFlat
- DoubleVerifyDV60,401 shares · 0.0% of their software · price −$663K$1.7MFlat
- RingCentralRNG55,355 shares · 0.0% of their software$1.6M−$530K
- Strategy IncMSTR4,903 shares · 0.0% of their software$1.6MFlat
- Lyft, Inc.LYFT151,067 shares · 0.0% of their software$1.6MFlat
- Shift4 Payments, Inc.FOUR27,540 shares · 0.0% of their software$1.5M−$13.6M
- LiveRamp Holdings, Inc.RAMP50,192 shares · 0.0% of their software$1.4MFlat
- AppFolioAPPF7,684 shares · 0.0% of their software$1.4MFlat
- Payoneer Global Inc.PAYO229,207 shares · 0.0% of their software$1.4M−$2.8M
- StoneCo Ltd.STNE117,412 shares · 0.0% of their software$1.3M−$2.5M
- ProgressPRGS23,794 shares · 0.0% of their software$1.3MFlat
- BlackLineBL22,323 shares · 0.0% of their software$1.2M−$1.9M
- BlackbaudBLKB17,577 shares · 0.0% of their software$1.2MFlat
- Alight, Inc.ALIT173,030 shares · 0.0% of their software$1.2MFlat
- CommvaultCVLT17,891 shares · 0.0% of their software$1.2MFlat
- CourseraCOUR63,393 shares · 0.0% of their software$1.2MFlat
- Euronet Worldwide, Inc.EEFT14,721 shares · 0.0% of their software · price −$559K$1.2MFlat
- Rapid7RPD23,850 shares · 0.0% of their software$1.1MFlat
- Grab Holdings LimitedGRAB290,417 shares · 0.0% of their software$1.0MFlat
- SchrödingerSDGR35,378 shares · 0.0% of their software · price −$766K$1.0MFlat
- BrazeBRZE20,515 shares · 0.0% of their software$959KFlat
- InterDigital, Inc.IDCC10,851 shares · 0.0% of their software$871KFlat
- PDF Solutions, Inc.PDFS26,690 shares · 0.0% of their software$865KFlat
- PegasystemsPEGA18,863 shares · 0.0% of their software$819KFlat
- WixWIX8,787 shares · 0.0% of their software$807KFlat
- CertaraCERT54,577 shares · 0.0% of their software$794KFlat
- NetScout Systems, Inc.NTCT27,923 shares · 0.0% of their software$782KFlat
- PagerDutyPD34,781 shares · 0.0% of their software$782KFlat
- AppianAPPN16,362 shares · 0.0% of their software$746KFlat
- Q2QTWO22,610 shares · 0.0% of their software$730KFlat
- Upbound Group, Inc.UPBD22,060 shares · 0.0% of their software$650KFlat
- DigitalOceanDOCN25,516 shares · 0.0% of their software$613KFlat
- C3.aiAI24,019 shares · 0.0% of their software$613KFlat
- AsanaASAN31,350 shares · 0.0% of their software$574KFlat
- Global-EGLBE14,004 shares · 0.0% of their software$557KNew · +$573K
- Adeia Inc.ADEA43,651 shares · 0.0% of their software$466KFlat
- Thryv Holdings, Inc.THRY24,526 shares · 0.0% of their software$460KFlat
- AmplitudeAMPL37,260 shares · 0.0% of their software$431KFlat
- PAR Technology CorporationPAR10,852 shares · 0.0% of their software$418KFlat
- AvePointAVPT61,831 shares · 0.0% of their software$416KFlat
- PhreesiaPHR20,859 shares · 0.0% of their software$390KFlat
- Ribbon Communications Inc.RBBN139,239 shares · 0.0% of their software$373KFlat
- Ooma, Inc.OOMA27,310 shares · 0.0% of their software$355KFlat
- nCinoNCNO10,848 shares · 0.0% of their software$345KFlat
- CCC Intelligent Solutions Holdings Inc.CCC25,499 shares · 0.0% of their software$340KFlat
- Cerence Inc.CRNC16,182 shares · 0.0% of their software$330KFlat
- Bandwidth Inc.BAND26,757 shares · 0.0% of their software$302KFlat
- AlkamiALKT16,213 shares · 0.0% of their software$295KFlat
- Xperi Inc.XPER29,661 shares · 0.0% of their software$292KFlat
- Commerce.com, Inc.CMRC27,415 shares · 0.0% of their software$271KFlat
- Simulations PlusSLP6,475 shares · 0.0% of their software$270KFlat
- Repay Holdings CorporationRPAY34,172 shares · 0.0% of their software$259KFlat
- International Money Express, Inc.IMXI13,855 shares · 0.0% of their software$235KFlat
- Digital TurbineAPPS38,434 shares · 0.0% of their software$233KFlat
- Health CatalystHCAT22,754 shares · 0.0% of their software$230KFlat
- PubMaticPUBM17,330 shares · 0.0% of their software$210KFlat
- Consensus Cloud Solutions, Inc.CCSI8,133 shares · 0.0% of their software$205KFlat
- Mitek Systems, Inc.MITK18,485 shares · 0.0% of their software$198KFlat
- SmartRent, Inc.SMRT74,824 shares · 0.0% of their software$195KFlat
- OneSpan Inc.OSPN16,860 shares · 0.0% of their software$181KFlat
- DHI Group, Inc.DHX58,807 shares · 0.0% of their software$180KFlat
- Paysafe LimitedPSFE13,204 shares · 0.0% of their software$158KFlat
- Definitive HealthcareDH17,935 shares · 0.0% of their software$143KFlat
- DomoDOMO12,884 shares · 0.0% of their software$126K—
- NextNav Inc.NN22,560 shares · 0.0% of their software$116KFlat
- SoundHound AI, Inc.SOUN55,507 shares · 0.0% of their software$112KFlat
- SemrushSEMR12,959 shares · 0.0% of their software$110K—
- Grindr Inc.GRND16,804 shares · 0.0% of their software$97KFlat
- Nerdy Inc.NRDY25,369 shares · 0.0% of their software$94KFlat
- Immersion CorporationIMMR13,855 shares · 0.0% of their software$92KFlat
- Expensify, Inc.EXFY21,970 shares · 0.0% of their software$71KFlat
- Rackspace Technology, Inc.RXT29,604 shares · 0.0% of their software$70KFlat
- Kaltura, Inc.KLTR36,476 shares · 0.0% of their software$63KFlat
- Rimini Street, Inc.RMNI20,553 shares · 0.0% of their software$45KFlat