Generalist · Atlanta, GA
Voya Investment Management
Q1 2024 · compared with Q4 2023
Filed as Voya Investment Management LLC
- Software
- $17.5B
- Weight of 13F
- 19.8%
- Names
- 183
- Net bought
- −$397M
Filed 15 May 2024 · SEC filing.
2,638 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
- MicrosoftMSFT10,888,872 shares · 26.2% of their software · price +$487M$4.6B−$245M
- SalesforceCRM3,315,779 shares · 5.7% of their software · price +$126M$998M+$129M
- DatadogDDOG5,990,473 shares · 4.2% of their software · price +$13.3M$740M+$171M
- AdobeADBE1,393,271 shares · 4.0% of their software · price −$128M$703M−$290M
- ServiceNowNOW920,566 shares · 4.0% of their software · price +$51.5M$701M−$61.1M
- Palo Alto NetworksPANW2,342,354 shares · 3.8% of their software · price −$25.2M$665M+$247M
- OktaOKTA5,750,437 shares · 3.4% of their software · price +$81.0M$602M+$95.5M
- CrowdStrikeCRWD1,652,470 shares · 3.0% of their software · price +$108M$530M−$518M
- ShopifySHOP5,945,010 shares · 2.7% of their software · price −$4.3M$465M−$107M
- monday.comMNDY1,923,314 shares · 2.5% of their software · price +$73.2M$434M+$62.3M
- ElasticESTC4,328,542 shares · 2.5% of their software · price −$53.9M$434M+$88.5M
- MongoDBMDB1,080,806 shares · 2.2% of their software · price −$54.3M$388M+$189M
- IntuitINTU595,860 shares · 2.2% of their software · price +$14.9M$387M−$8.9M
- TwilioTWLO5,894,868 shares · 2.1% of their software · price −$86.8M$360M−$190M
- HubSpotHUBS521,618 shares · 1.9% of their software · price +$24.0M$327MFlat
- SynopsysSNPS476,524 shares · 1.6% of their software · price +$27.0M$272M+$150M
- CloudflareNET2,781,213 shares · 1.5% of their software · price +$37.7M$269M−$19.6M
- ZscalerZS1,204,995 shares · 1.3% of their software · price −$34.9M$232M−$45.1M
- FortinetFTNT3,364,817 shares · 1.3% of their software · price +$32.9M$230M−$121M
- SnowflakeSNOW1,340,269 shares · 1.2% of their software · price −$50.1M$217M+$111M
- Block, Inc.XYZ2,295,359 shares · 1.1% of their software · price +$16.6M$194M+$125M
- CadenceCDNS619,310 shares · 1.1% of their software · price +$24.1M$193MFlat
- WorkdayWDAY687,781 shares · 1.1% of their software · price −$2.3M$187M−$15.0M
- AsanaASAN11,611,345 shares · 1.0% of their software · price −$40.9M$180M+$17.9M
- The Trade DeskTTD2,002,031 shares · 1.0% of their software · price +$31.0M$175M−$48.3M
- CoStarCSGP1,785,722 shares · 1.0% of their software · price +$16.4M$173M+$139M
- ZoomInfoZI10,538,803 shares · 1.0% of their software$169M—
- AutodeskADSK644,395 shares · 1.0% of their software · price +$10.9M$168M−$54.0M
- C3.aiAI6,048,717 shares · 0.9% of their software · price −$9.9M$164M+$7.6M
- UnityU5,941,400 shares · 0.9% of their software · price −$84.3M$159M+$14.5M
- TenableTENB3,096,665 shares · 0.9% of their software · price +$10.4M$153M+$4.6M
- SentinelOneS6,405,564 shares · 0.9% of their software · price −$26.5M$149M+$47.4M
- BILLBILL2,008,084 shares · 0.8% of their software · price −$25.8M$138M+$25.6M
- Uber Technologies, Inc.UBER1,558,002 shares · 0.7% of their software · price +$24.0M$120M−$22.9M
- Roper Technologies, Inc.ROP200,958 shares · 0.6% of their software · price +$3.1M$113M−$11.0M
- JFrogFROG2,530,752 shares · 0.6% of their software · price +$24.3M$112M+$16.3M
- OracleORCL735,650 shares · 0.5% of their software · price +$14.8M$92.4M−$14.3M
- AkamaiAKAM716,833 shares · 0.4% of their software · price −$6.9M$78.0M−$66.9M
- VeriskVRSK317,343 shares · 0.4% of their software · price −$993K$74.8M−$2.5M
- DynatraceDT1,594,491 shares · 0.4% of their software · price −$13.2M$74.0MFlat
- Check PointCHKP417,271 shares · 0.4% of their software · price +$4.7M$68.4M−$1.3M
- VaronisVRNS1,420,264 shares · 0.4% of their software · price +$2.7M$67.0M−$35.4M
- QualysQLYS369,823 shares · 0.4% of their software · price −$10.9M$61.7M−$2.1M
- DropboxDBX2,324,188 shares · 0.3% of their software · price −$12.0M$56.5M+$14.5M
- PTCPTC295,326 shares · 0.3% of their software · price +$4.1M$55.8M+$1.1M
- Automatic Data Processing, Inc.ADP172,623 shares · 0.2% of their software · price +$2.9M$43.1M−$1.2M
- GitLabGTLB646,647 shares · 0.2% of their software · price −$3.0M$37.7M+$38.3M
- Rapid7RPD767,408 shares · 0.2% of their software · price −$6.2M$37.6M−$2.8M
- PalantirPLTR1,482,346 shares · 0.2% of their software · price +$8.7M$34.1M−$1.2M
- Fiserv, Inc.FISV211,092 shares · 0.2% of their software · price +$5.7M$33.7M−$865K
- Agilysys, Inc.AGYS332,727 shares · 0.2% of their software$28.0M+$15.2M
- Strategy IncMSTR15,774 shares · 0.2% of their software · price +$16.9M$26.9M+$6.5M
- Paychex, Inc.PAYX215,718 shares · 0.2% of their software · price +$796K$26.5M−$632K
- GuidewireGWRE207,627 shares · 0.1% of their software · price +$1.6M$24.2M+$1.8M
- Sprout SocialSPT373,076 shares · 0.1% of their software · price −$645K$22.3M+$4.8M
- NetApp, Inc.NTAP198,579 shares · 0.1% of their software · price +$3.3M$20.8M−$829K
- BroadridgeBR93,809 shares · 0.1% of their software$19.2M+$4.8M
- Fair IsaacFICO15,167 shares · 0.1% of their software · price +$1.3M$19.0M−$598K
- SS&CSSNC288,431 shares · 0.1% of their software · price +$940K$18.6M−$616K
- VeevaVEEV63,348 shares · 0.1% of their software · price +$2.5M$14.7M−$1.1M
- Clearwater AnalyticsCWAN818,901 shares · 0.1% of their software$14.5M—
- Q2QTWO267,448 shares · 0.1% of their software · price +$2.4M$14.1M+$10.6M
- Corpay, Inc.CPAY42,562 shares · 0.1% of their software · price +$1.1M$13.1MNew · +$12.0M
- FactSetFDS27,079 shares · 0.1% of their software · price −$614K$12.3M−$2.1M
- KlaviyoKVYO457,589 shares · 0.1% of their software · price −$1.1M$11.7M+$4.8M
- Tyler TechnologiesTYL22,878 shares · 0.1% of their software$9.7MFlat
- Amdocs LimitedDOX105,120 shares · 0.1% of their software$9.5MFlat
- F5, Inc.FFIV49,291 shares · 0.1% of their software · price +$523K$9.3MFlat
- TeradataTDC230,276 shares · 0.1% of their software · price −$1.1M$8.9M+$4.2M
- Manhattan AssociatesMANH35,254 shares · 0.1% of their software · price +$1.2M$8.8M−$1.6M
- GoDaddyGDDY73,389 shares · 0.0% of their software · price +$919K$8.7M−$726K
- ACI WorldwideACIW246,889 shares · 0.0% of their software · price +$644K$8.2M−$524K
- DocuSignDOCU133,014 shares · 0.0% of their software$7.9M+$1.1M
- TrimbleTRMB118,185 shares · 0.0% of their software · price +$1.3M$7.6M−$748K
- BoxBOX255,171 shares · 0.0% of their software · price +$692K$7.2MFlat
- A10 Networks, Inc.ATEN514,852 shares · 0.0% of their software$7.0MFlat
- NutanixNTNX103,718 shares · 0.0% of their software · price +$1.5M$6.4M−$1.1M
- EVERTEC, Inc.EVTC160,118 shares · 0.0% of their software$6.4MFlat
- PaylocityPCTY37,077 shares · 0.0% of their software$6.4M−$11.4M
- PaycomPAYC31,486 shares · 0.0% of their software$6.3M−$3.4M
- WorkivaWK72,008 shares · 0.0% of their software · price −$1.2M$6.1M+$2.5M
- VeriSign, Inc.VRSN30,686 shares · 0.0% of their software · price −$505K$5.8M−$36.4M
- ToastTOST215,875 shares · 0.0% of their software · price +$1.4M$5.4MFlat
- CommvaultCVLT48,879 shares · 0.0% of their software · price +$1.1M$5.0M+$2.5M
- Donnelley Financial Solutions, Inc.DFIN79,194 shares · 0.0% of their software$4.9M−$29.2M
- PagSeguro Digital Ltd.PAGS327,239 shares · 0.0% of their software · price +$592K$4.7MFlat
- Gen DigitalGEN205,360 shares · 0.0% of their software$4.6M−$3.8M
- Bentley SystemsBSY80,883 shares · 0.0% of their software$4.2M−$21.5M
- AtlassianTEAM21,399 shares · 0.0% of their software · price −$915K$4.2M−$122M
- SprinklrCXM310,936 shares · 0.0% of their software$3.8MFlat
- DoximityDOCS137,526 shares · 0.0% of their software$3.7MFlat
- Zeta GlobalZETA326,445 shares · 0.0% of their software · price +$689K$3.6MFlat
- SPS CommerceSPSC18,804 shares · 0.0% of their software$3.5M−$515K
- MorningstarMORN10,869 shares · 0.0% of their software$3.4MFlat
- ZoomZM51,168 shares · 0.0% of their software$3.3M+$1.4M
- YextYEXT548,224 shares · 0.0% of their software$3.3MFlat
- Clear Secure, Inc.YOU143,623 shares · 0.0% of their software$3.1MFlat
- UiPathPATH134,084 shares · 0.0% of their software$3.0MFlat
- 8x8EGHT1,089,636 shares · 0.0% of their software$2.9M—
- Lyft, Inc.LYFT147,778 shares · 0.0% of their software · price +$644K$2.9MFlat
- ProcorePCOR33,889 shares · 0.0% of their software$2.8M−$4.4M
- AppLovinAPP39,763 shares · 0.0% of their software · price +$1.2M$2.8MFlat
- WEX Inc.WEX11,068 shares · 0.0% of their software$2.6MFlat
- AlkamiALKT106,583 shares · 0.0% of their software$2.6M+$2.2M
- RingCentralRNG74,105 shares · 0.0% of their software$2.6M+$849K
- SamsaraIOT66,235 shares · 0.0% of their software$2.5M+$551K
- N-ableNABL191,262 shares · 0.0% of their software$2.5MFlat
- DoubleVerifyDV68,440 shares · 0.0% of their software$2.4MFlat
- DuolingoDUOL9,609 shares · 0.0% of their software$2.1MFlat
- MagniteMGNI196,898 shares · 0.0% of their software$2.1M−$1.5M
- InterDigital, Inc.IDCC18,445 shares · 0.0% of their software$2.0MFlat
- Five9FIVN30,562 shares · 0.0% of their software · price −$507K$1.9M−$16.8M
- ePlus inc.PLUS23,875 shares · 0.0% of their software$1.9MFlat
- StoneCo Ltd.STNE108,048 shares · 0.0% of their software$1.8MFlat
- Alarm.com Holdings, Inc.ALRM23,063 shares · 0.0% of their software$1.7M−$716K
- Shift4 Payments, Inc.FOUR25,280 shares · 0.0% of their software$1.7MFlat
- LiveRamp Holdings, Inc.RAMP45,434 shares · 0.0% of their software$1.6MFlat
- AppFolioAPPF6,261 shares · 0.0% of their software$1.5MFlat
- Alight, Inc.ALIT150,497 shares · 0.0% of their software$1.5MFlat
- Euronet Worldwide, Inc.EEFT11,857 shares · 0.0% of their software$1.3MFlat
- WixWIX9,118 shares · 0.0% of their software$1.3MFlat
- Payoneer Global Inc.PAYO252,134 shares · 0.0% of their software$1.2MFlat
- BlackLineBL18,516 shares · 0.0% of their software$1.2MFlat
- FastlyFSLY88,640 shares · 0.0% of their software$1.1MFlat
- PegasystemsPEGA17,721 shares · 0.0% of their software$1.1MFlat
- BlackbaudBLKB14,228 shares · 0.0% of their software$1.1MFlat
- FreshworksFRSH54,260 shares · 0.0% of their software$988K−$6.7M
- Grab Holdings LimitedGRAB309,903 shares · 0.0% of their software$973KFlat
- Remitly Global, Inc.RELY43,940 shares · 0.0% of their software$911KFlat
- FlywireFLYW34,859 shares · 0.0% of their software$865KFlat
- PDF Solutions, Inc.PDFS24,504 shares · 0.0% of their software$825KFlat
- Calix, Inc.CALX23,690 shares · 0.0% of their software$786K−$3.4M
- ProgressPRGS14,492 shares · 0.0% of their software$773K−$507K
- DigitalOceanDOCN20,168 shares · 0.0% of their software$770KFlat
- BrazeBRZE17,061 shares · 0.0% of their software$756KFlat
- Xperi Inc.XPER60,332 shares · 0.0% of their software$728KFlat
- CertaraCERT38,640 shares · 0.0% of their software$691KFlat
- PagerDutyPD29,552 shares · 0.0% of their software$670KFlat
- Upbound Group, Inc.UPBD17,551 shares · 0.0% of their software$618KFlat
- SchrödingerSDGR22,685 shares · 0.0% of their software$612KFlat
- CourseraCOUR42,638 shares · 0.0% of their software$598KFlat
- Global-EGLBE16,075 shares · 0.0% of their software$584KFlat
- AppianAPPN13,586 shares · 0.0% of their software$543KFlat
- Bandwidth Inc.BAND28,723 shares · 0.0% of their software$524KFlat
- Thryv Holdings, Inc.THRY22,457 shares · 0.0% of their software$499KFlat
- NetScout Systems, Inc.NTCT22,441 shares · 0.0% of their software$490KFlat
- CCC Intelligent Solutions Holdings Inc.CCC40,666 shares · 0.0% of their software$486KFlat
- Ribbon Communications Inc.RBBN143,649 shares · 0.0% of their software$460KFlat
- Sabre CorporationSABR176,361 shares · 0.0% of their software$427K−$3.6M
- PhreesiaPHR17,812 shares · 0.0% of their software$426KFlat
- AvePointAVPT51,701 shares · 0.0% of their software$409KFlat
- PAR Technology CorporationPAR8,893 shares · 0.0% of their software$403KFlat
- Intapp, Inc.INTA11,558 shares · 0.0% of their software$396KFlat
- Adeia Inc.ADEA35,714 shares · 0.0% of their software$390KFlat
- nCinoNCNO10,343 shares · 0.0% of their software$387KFlat
- PubMaticPUBM14,100 shares · 0.0% of their software$334KFlat
- NCR Atleos CorporationNATL16,702 shares · 0.0% of their software$330KNew · Flat
- Repay Holdings CorporationRPAY28,041 shares · 0.0% of their software$308KFlat
- SoundHound AI, Inc.SOUN44,873 shares · 0.0% of their software$264KFlat
- Ooma, Inc.OOMA29,584 shares · 0.0% of their software$252KFlat
- International Money Express, Inc.IMXI10,874 shares · 0.0% of their software$248KFlat
- AmplitudeAMPL22,763 shares · 0.0% of their software$248KFlat
- Simulations PlusSLP5,431 shares · 0.0% of their software$223KFlat
- Mitek Systems, Inc.MITK14,988 shares · 0.0% of their software$211KFlat
- Cerence Inc.CRNC13,208 shares · 0.0% of their software$208KFlat
- Paysafe LimitedPSFE10,715 shares · 0.0% of their software$169KFlat
- SmartRent, Inc.SMRT61,729 shares · 0.0% of their software$165KFlat
- Commerce.com, Inc.CMRC22,937 shares · 0.0% of their software$158KFlat
- OneSpan Inc.OSPN12,909 shares · 0.0% of their software$150KFlat
- Health CatalystHCAT18,974 shares · 0.0% of their software$143KFlat
- Grindr Inc.GRND14,006 shares · 0.0% of their software$142KFlat
- SemrushSEMR10,104 shares · 0.0% of their software$134K—
- Definitive HealthcareDH15,608 shares · 0.0% of their software$126KFlat
- NextNav Inc.NN17,997 shares · 0.0% of their software$118KFlat
- DomoDOMO10,296 shares · 0.0% of their software$92K—
- Digital TurbineAPPS32,222 shares · 0.0% of their software$84KFlat
- Immersion CorporationIMMR10,385 shares · 0.0% of their software$78KFlat
- Nerdy Inc.NRDY21,421 shares · 0.0% of their software$62KFlat
- Rimini Street, Inc.RMNI17,211 shares · 0.0% of their software$56KFlat
- DHI Group, Inc.DHX18,393 shares · 0.0% of their software$47KFlat
- Kaltura, Inc.KLTR33,684 shares · 0.0% of their software$45KFlat
- Expensify, Inc.EXFY20,277 shares · 0.0% of their software$37KFlat
- Rackspace Technology, Inc.RXT20,602 shares · 0.0% of their software$33KFlat