Generalist · Atlanta, GA
Voya Investment Management
Q4 2023 · compared with Q3 2023
Filed as Voya Investment Management LLC
- Software
- $17.2B
- Weight of 13F
- 20.6%
- Names
- 185
- Net bought
- −$907M
Filed 14 February 2024 · SEC filing.
2,748 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
- MicrosoftMSFT11,539,171 shares · 25.2% of their software · price +$696M$4.3B−$218M
- AdobeADBE1,879,028 shares · 6.5% of their software · price +$163M$1.1B−$201M
- CrowdStrikeCRWD3,679,465 shares · 5.5% of their software · price +$324M$939M−$289M
- SalesforceCRM2,823,872 shares · 4.3% of their software · price +$170M$743M+$29.1M
- ServiceNowNOW1,007,051 shares · 4.1% of their software · price +$149M$711M+$80.6M
- TwilioTWLO8,393,389 shares · 3.7% of their software · price +$146M$637M+$41.5M
- ShopifySHOP7,321,032 shares · 3.3% of their software · price +$171M$576MFlat
- DatadogDDOG4,583,740 shares · 3.2% of their software · price +$139M$556M−$97.2M
- Palo Alto NetworksPANW1,503,592 shares · 2.6% of their software · price +$90.9M$443M−$32.0M
- OktaOKTA4,695,126 shares · 2.5% of their software · price +$42.4M$425M+$78.2M
- ElasticESTC3,542,997 shares · 2.3% of their software · price +$111M$399M+$206M
- IntuitINTU610,141 shares · 2.2% of their software · price +$69.6M$381M−$142M
- FortinetFTNT5,426,282 shares · 1.8% of their software · price −$814K$318M+$196M
- ZscalerZS1,408,552 shares · 1.8% of their software · price +$92.9M$312M−$265M
- HubSpotHUBS524,445 shares · 1.8% of their software · price +$46.2M$304M+$77.2M
- monday.comMNDY1,591,819 shares · 1.7% of their software · price +$45.5M$299M−$7.1M
- MongoDBMDB617,722 shares · 1.5% of their software · price +$38.9M$252M−$78.4M
- CloudflareNET3,016,892 shares · 1.5% of their software · price +$61.0M$251M−$221M
- UnityU5,587,347 shares · 1.3% of their software · price +$53.1M$228M+$155M
- AutodeskADSK866,086 shares · 1.2% of their software · price +$31.7M$211M+$149M
- WorkdayWDAY741,959 shares · 1.2% of their software · price +$45.4M$204M−$20.9M
- AsanaASAN10,672,275 shares · 1.2% of their software · price +$7.5M$203M+$195M
- ZoomInfoZI10,425,619 shares · 1.1% of their software$193MFlat
- The Trade DeskTTD2,673,204 shares · 1.1% of their software · price −$16.5M$192M−$36.6M
- CadenceCDNS615,838 shares · 1.0% of their software · price +$23.4M$168M+$28.8M
- C3.aiAI5,785,164 shares · 1.0% of their software · price +$18.5M$166M+$147M
- SnowflakeSNOW784,538 shares · 0.9% of their software · price +$36.3M$156M−$38.3M
- AkamaiAKAM1,282,073 shares · 0.9% of their software · price +$15.1M$152M+$11.9M
- BILLBILL1,694,409 shares · 0.8% of their software · price −$45.7M$138M−$99.5M
- TenableTENB2,996,335 shares · 0.8% of their software · price +$3.8M$138M−$7.1M
- SentinelOneS4,678,289 shares · 0.7% of their software · price +$49.5M$128M+$15.2M
- AtlassianTEAM533,669 shares · 0.7% of their software · price +$19.4M$127M−$18.5M
- Roper Technologies, Inc.ROP221,212 shares · 0.7% of their software · price +$13.5M$121M−$17.6M
- Uber Technologies, Inc.UBER1,930,127 shares · 0.7% of their software · price +$30.1M$119M−$181M
- VaronisVRNS2,202,386 shares · 0.6% of their software · price +$32.5M$99.7M+$45.1M
- SynopsysSNPS184,417 shares · 0.6% of their software · price +$10.3M$95.0M+$36.4M
- OracleORCL871,105 shares · 0.5% of their software$91.8M−$82.5M
- DynatraceDT1,586,559 shares · 0.5% of their software · price +$12.6M$86.8M+$2.3M
- VeriskVRSK327,793 shares · 0.5% of their software · price +$859K$78.3M+$7.1M
- QualysQLYS380,308 shares · 0.4% of their software · price +$16.6M$74.6M+$1.5M
- JFrogFROG2,059,047 shares · 0.4% of their software · price +$19.0M$71.3M+$19.1M
- Check PointCHKP426,039 shares · 0.4% of their software · price +$8.3M$65.1M−$6.3M
- DropboxDBX1,834,002 shares · 0.3% of their software · price +$4.1M$54.1M+$36.1M
- Block, Inc.XYZ673,834 shares · 0.3% of their software · price +$22.3M$52.1M−$172M
- PTCPTC288,808 shares · 0.3% of their software · price +$9.6M$50.5M−$2.2M
- Rapid7RPD816,585 shares · 0.3% of their software · price +$9.2M$46.6M+$36.3M
- VeriSign, Inc.VRSN207,658 shares · 0.2% of their software · price +$712K$42.8MFlat
- Automatic Data Processing, Inc.ADP177,976 shares · 0.2% of their software · price −$1.4M$41.5M−$3.9M
- Donnelley Financial Solutions, Inc.DFIN548,115 shares · 0.2% of their software · price +$3.3M$34.2M+$19.8M
- Fiserv, Inc.FISV217,600 shares · 0.2% of their software · price +$4.3M$28.9M−$1.4M
- PalantirPLTR1,552,979 shares · 0.2% of their software · price +$1.8M$26.7M−$5.5M
- Paychex, Inc.PAYX221,026 shares · 0.2% of their software · price +$835K$26.3M−$831K
- Bentley SystemsBSY493,392 shares · 0.1% of their software · price +$997K$25.7M−$6.0M
- GuidewireGWRE191,390 shares · 0.1% of their software · price +$3.6M$20.9MFlat
- Five9FIVN243,876 shares · 0.1% of their software · price +$3.5M$19.2M+$4.8M
- NetApp, Inc.NTAP207,977 shares · 0.1% of their software · price +$2.6M$18.3M−$2.8M
- Fair IsaacFICO15,681 shares · 0.1% of their software · price +$4.6M$18.3M−$502K
- SS&CSSNC298,507 shares · 0.1% of their software · price +$2.6M$18.2M+$2.7M
- Sprout SocialSPT294,800 shares · 0.1% of their software · price +$3.4M$18.1MFlat
- PaylocityPCTY106,467 shares · 0.1% of their software · price −$1.8M$17.6M−$1.1M
- CoStarCSGP199,955 shares · 0.1% of their software · price +$2.1M$17.5M−$3.9M
- FactSetFDS31,515 shares · 0.1% of their software · price +$1.3M$15.0M−$505K
- BroadridgeBR70,528 shares · 0.1% of their software · price +$1.9M$14.5MFlat
- VeevaVEEV69,211 shares · 0.1% of their software · price −$756K$13.3M−$1.7M
- Agilysys, Inc.AGYS153,100 shares · 0.1% of their software · price +$2.9M$13.0M−$1.5M
- Clearwater AnalyticsCWAN526,335 shares · 0.1% of their software$10.5MNew
- PaycomPAYC47,900 shares · 0.1% of their software · price −$2.5M$9.9M−$194M
- Tyler TechnologiesTYL23,662 shares · 0.1% of their software · price +$757K$9.9MFlat
- Amdocs LimitedDOX110,612 shares · 0.1% of their software$9.7MFlat
- Manhattan AssociatesMANH42,868 shares · 0.1% of their software · price +$757K$9.2M−$11.2M
- F5, Inc.FFIV51,457 shares · 0.1% of their software · price +$918K$9.2M−$1.0M
- Gen DigitalGEN373,281 shares · 0.0% of their software · price +$1.9M$8.5M−$689K
- GoDaddyGDDY80,229 shares · 0.0% of their software · price +$2.5M$8.5M−$2.9M
- ACI WorldwideACIW264,018 shares · 0.0% of their software · price +$2.1M$8.1M−$2.2M
- FreshworksFRSH341,161 shares · 0.0% of their software · price +$1.2M$8.0M+$1.3M
- KlaviyoKVYO283,800 shares · 0.0% of their software · price −$1.9M$7.9MFlat
- TrimbleTRMB132,240 shares · 0.0% of their software$7.0M−$901K
- DocuSignDOCU115,134 shares · 0.0% of their software · price +$2.0M$6.8MFlat
- ProcorePCOR97,470 shares · 0.0% of their software$6.7M−$506K
- BoxBOX259,067 shares · 0.0% of their software$6.6M−$1.8M
- A10 Networks, Inc.ATEN493,526 shares · 0.0% of their software · price −$918K$6.5M+$2.3M
- EVERTEC, Inc.EVTC155,134 shares · 0.0% of their software · price +$583K$6.4M+$594K
- NutanixNTNX126,445 shares · 0.0% of their software · price +$1.6M$6.0MFlat
- TeradataTDC133,072 shares · 0.0% of their software$5.8M+$1.4M
- WorkivaWK47,861 shares · 0.0% of their software$4.9M+$2.9M
- 8x8EGHT1,240,704 shares · 0.0% of their software$4.7M—
- Calix, Inc.CALX100,654 shares · 0.0% of their software$4.4M−$14.2M
- Sabre CorporationSABR990,706 shares · 0.0% of their software$4.4M+$1.3M
- PagSeguro Digital Ltd.PAGS345,392 shares · 0.0% of their software · price +$1.3M$4.3MFlat
- SPS CommerceSPSC21,460 shares · 0.0% of their software$4.2MFlat
- ToastTOST225,607 shares · 0.0% of their software$4.1M−$7.9M
- DoximityDOCS143,735 shares · 0.0% of their software · price +$980K$4.0MFlat
- SprinklrCXM311,081 shares · 0.0% of their software · price −$560K$3.7MFlat
- Strategy IncMSTR5,518 shares · 0.0% of their software · price +$1.7M$3.5MFlat
- UiPathPATH138,881 shares · 0.0% of their software · price +$1.1M$3.4MFlat
- MagniteMGNI360,747 shares · 0.0% of their software · price +$649K$3.4M−$550K
- Zeta GlobalZETA380,761 shares · 0.0% of their software$3.4M−$843K
- MorningstarMORN11,319 shares · 0.0% of their software · price +$589K$3.2MFlat
- Clear Secure, Inc.YOU143,664 shares · 0.0% of their software$3.0M−$1.5M
- YextYEXT464,553 shares · 0.0% of their software$2.7M−$607K
- DuolingoDUOL11,619 shares · 0.0% of their software · price +$709K$2.6MFlat
- GitLabGTLB38,394 shares · 0.0% of their software · price +$681K$2.4MFlat
- StoneCo Ltd.STNE129,592 shares · 0.0% of their software · price +$954K$2.3MFlat
- DoubleVerifyDV63,491 shares · 0.0% of their software · price +$561K$2.3MFlat
- ZoomZM32,329 shares · 0.0% of their software$2.3MFlat
- ePlus inc.PLUS28,799 shares · 0.0% of their software$2.3MFlat
- WEX Inc.WEX11,598 shares · 0.0% of their software$2.3MFlat
- Lyft, Inc.LYFT150,245 shares · 0.0% of their software · price +$669K$2.3MFlat
- Alarm.com Holdings, Inc.ALRM34,147 shares · 0.0% of their software$2.2MFlat
- N-ableNABL166,198 shares · 0.0% of their software$2.2M−$540K
- Shift4 Payments, Inc.FOUR26,086 shares · 0.0% of their software$1.9MFlat
- LiveRamp Holdings, Inc.RAMP50,345 shares · 0.0% of their software$1.9MFlat
- AppLovinAPP43,183 shares · 0.0% of their software$1.7MFlat
- FastlyFSLY96,306 shares · 0.0% of their software$1.7MFlat
- RingCentralRNG49,110 shares · 0.0% of their software$1.7MFlat
- SamsaraIOT49,720 shares · 0.0% of their software$1.7M−$639K
- InterDigital, Inc.IDCC14,841 shares · 0.0% of their software$1.6MFlat
- BlackbaudBLKB17,441 shares · 0.0% of their software$1.5MFlat
- Alight, Inc.ALIT174,452 shares · 0.0% of their software$1.5MFlat
- CommvaultCVLT17,681 shares · 0.0% of their software$1.4MFlat
- BlackLineBL22,431 shares · 0.0% of their software$1.4MFlat
- Euronet Worldwide, Inc.EEFT13,681 shares · 0.0% of their software$1.4MFlat
- AppFolioAPPF7,651 shares · 0.0% of their software$1.3MFlat
- Payoneer Global Inc.PAYO248,752 shares · 0.0% of their software$1.3MFlat
- ProgressPRGS23,822 shares · 0.0% of their software$1.3MFlat
- CourseraCOUR63,605 shares · 0.0% of their software$1.2MFlat
- WixWIX9,163 shares · 0.0% of their software$1.1MFlat
- BrazeBRZE20,814 shares · 0.0% of their software$1.1MFlat
- Grab Holdings LimitedGRAB309,584 shares · 0.0% of their software$1.0MFlat
- Remitly Global, Inc.RELY52,190 shares · 0.0% of their software$1.0M−$2.0M
- SchrödingerSDGR28,130 shares · 0.0% of their software$1.0MFlat
- Q2QTWO22,610 shares · 0.0% of their software$982KFlat
- FlywireFLYW41,038 shares · 0.0% of their software$950K−$16.7M
- DigitalOceanDOCN25,336 shares · 0.0% of their software$930KFlat
- PegasystemsPEGA18,351 shares · 0.0% of their software$897KFlat
- PDF Solutions, Inc.PDFS26,823 shares · 0.0% of their software$862KFlat
- PagerDutyPD35,313 shares · 0.0% of their software$817KFlat
- CertaraCERT45,832 shares · 0.0% of their software$806KFlat
- Upbound Group, Inc.UPBD22,021 shares · 0.0% of their software$748KFlat
- Xperi Inc.XPER63,669 shares · 0.0% of their software$702KFlat
- AppianAPPN16,387 shares · 0.0% of their software$617KFlat
- NetScout Systems, Inc.NTCT27,455 shares · 0.0% of their software$603KFlat
- Global-EGLBE14,695 shares · 0.0% of their software$582KFlat
- i3 Verticals, Inc.IIIV26,251 shares · 0.0% of their software$556K−$10.5M
- Adeia Inc.ADEA43,655 shares · 0.0% of their software$541KFlat
- AvePointAVPT62,363 shares · 0.0% of their software$512KFlat
- Thryv Holdings, Inc.THRY24,734 shares · 0.0% of their software$503KFlat
- PhreesiaPHR21,131 shares · 0.0% of their software$489KFlat
- AmplitudeAMPL37,619 shares · 0.0% of their software$479KFlat
- PAR Technology CorporationPAR10,778 shares · 0.0% of their software$469KFlat
- Bandwidth Inc.BAND30,435 shares · 0.0% of their software$440KFlat
- Ribbon Communications Inc.RBBN149,386 shares · 0.0% of their software$433KFlat
- Intapp, Inc.INTA11,024 shares · 0.0% of their software$419K−$3.1M
- AlkamiALKT16,060 shares · 0.0% of their software$389KFlat
- nCinoNCNO10,699 shares · 0.0% of their software$360KFlat
- Ooma, Inc.OOMA31,174 shares · 0.0% of their software$334KFlat
- Cerence Inc.CRNC16,411 shares · 0.0% of their software$323KFlat
- International Money Express, Inc.IMXI13,858 shares · 0.0% of their software$306KFlat
- Simulations PlusSLP6,475 shares · 0.0% of their software$290KFlat
- Repay Holdings CorporationRPAY33,836 shares · 0.0% of their software$289KFlat
- CCC Intelligent Solutions Holdings Inc.CCC25,194 shares · 0.0% of their software$287KFlat
- PubMaticPUBM17,271 shares · 0.0% of their software$282KFlat
- Commerce.com, Inc.CMRC27,807 shares · 0.0% of their software$271KFlat
- Digital TurbineAPPS37,252 shares · 0.0% of their software$256KFlat
- SmartRent, Inc.SMRT74,824 shares · 0.0% of their software$239KFlat
- Mitek Systems, Inc.MITK18,121 shares · 0.0% of their software$236KFlat
- Daily Journal CorporationDJCO633 shares · 0.0% of their software$216KNew · Flat
- Consensus Cloud Solutions, Inc.CCSI8,133 shares · 0.0% of their software$213KFlat
- Health CatalystHCAT22,754 shares · 0.0% of their software$211KFlat
- OneSpan Inc.OSPN16,692 shares · 0.0% of their software$179KFlat
- Definitive HealthcareDH17,935 shares · 0.0% of their software$178KFlat
- SemrushSEMR12,959 shares · 0.0% of their software$177KFlat
- Paysafe LimitedPSFE13,204 shares · 0.0% of their software$169KFlat
- Grindr Inc.GRND17,384 shares · 0.0% of their software$153KFlat
- DomoDOMO12,884 shares · 0.0% of their software$133KFlat
- SoundHound AI, Inc.SOUN55,507 shares · 0.0% of their software$118KFlat
- EverCommerceEVCM10,129 shares · 0.0% of their software$112KNew · Flat
- NextNav Inc.NN23,308 shares · 0.0% of their software$104KFlat
- Immersion CorporationIMMR13,882 shares · 0.0% of their software$98KFlat
- Nerdy Inc.NRDY25,369 shares · 0.0% of their software$87KFlat
- Kaltura, Inc.KLTR36,476 shares · 0.0% of their software$71KFlat
- Rimini Street, Inc.RMNI20,553 shares · 0.0% of their software$67KFlat
- Expensify, Inc.EXFY21,970 shares · 0.0% of their software$54KFlat
- DHI Group, Inc.DHX19,863 shares · 0.0% of their software$51KFlat
- Rackspace Technology, Inc.RXT25,331 shares · 0.0% of their software$51KFlat