Generalist · Atlanta, GA
Voya Investment Management
Q2 2024 · compared with Q1 2024
Filed as Voya Investment Management LLC
- Software
- $16.0B
- Weight of 13F
- 18.2%
- Names
- 193
- Net bought
- −$1.5B
Filed 14 August 2024 · SEC filing.
2,673 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
- MicrosoftMSFT11,486,570 shares · 32.0% of their software · price +$301M$5.1B+$251M
- Palo Alto NetworksPANW2,597,898 shares · 5.5% of their software · price +$143M$880M+$72.6M
- ServiceNowNOW869,977 shares · 4.3% of their software · price +$21.1M$684M−$38.6M
- DatadogDDOG5,114,406 shares · 4.1% of their software · price +$31.1M$663M−$108M
- SalesforceCRM2,411,910 shares · 3.9% of their software · price −$106M$620M−$272M
- CadenceCDNS1,930,338 shares · 3.7% of their software · price −$6.8M$594M+$408M
- ElasticESTC4,557,938 shares · 3.2% of their software · price +$62.3M$519M+$23.0M
- CrowdStrikeCRWD1,348,017 shares · 3.2% of their software · price +$84.4M$516M−$97.6M
- AdobeADBE913,870 shares · 3.2% of their software · price +$46.6M$508M−$242M
- ZscalerZS2,059,177 shares · 2.5% of their software · price −$906K$396M+$165M
- monday.comMNDY1,570,616 shares · 2.4% of their software · price +$23.4M$378M−$79.7M
- OktaOKTA3,961,812 shares · 2.3% of their software · price −$43.6M$371M−$187M
- OracleORCL2,355,518 shares · 2.1% of their software · price +$36.7M$333M+$203M
- HubSpotHUBS462,223 shares · 1.7% of their software · price −$17.0M$273M−$37.2M
- MongoDBMDB976,576 shares · 1.5% of their software · price −$106M$244M−$37.4M
- TwilioTWLO4,122,632 shares · 1.5% of their software · price −$17.9M$234M−$108M
- CloudflareNET2,804,612 shares · 1.4% of their software · price −$39.3M$232MFlat
- ShopifySHOP3,086,460 shares · 1.3% of their software · price −$34.3M$204M−$221M
- The Trade DeskTTD2,082,622 shares · 1.3% of their software · price +$21.3M$203M+$7.0M
- C3.aiAI6,348,968 shares · 1.1% of their software · price +$12.0M$184M+$8.1M
- Block, Inc.XYZ2,739,735 shares · 1.1% of their software · price −$55.0M$177M+$37.6M
- AsanaASAN11,611,751 shares · 1.0% of their software · price −$17.4M$162MFlat
- WorkdayWDAY710,339 shares · 1.0% of their software · price −$34.9M$159M+$6.2M
- ZoomInfoZI10,369,202 shares · 0.8% of their software$132M—
- SentinelOneS6,082,842 shares · 0.8% of their software · price −$13.7M$128M−$7.5M
- SynopsysSNPS205,195 shares · 0.8% of their software · price +$4.8M$122M−$155M
- TenableTENB2,716,097 shares · 0.7% of their software · price −$15.9M$118M−$18.8M
- Uber Technologies, Inc.UBER1,464,115 shares · 0.7% of their software · price −$6.3M$106M−$7.2M
- FortinetFTNT1,757,692 shares · 0.7% of their software · price −$14.1M$106M−$110M
- JFrogFROG2,780,048 shares · 0.7% of their software · price −$18.5M$104M+$11.0M
- DynatraceDT2,294,277 shares · 0.6% of their software · price −$3.9M$103M+$32.5M
- CoStarCSGP1,371,099 shares · 0.6% of their software · price −$30.8M$102M−$40.1M
- VeriskVRSK323,646 shares · 0.5% of their software · price +$10.9M$87.2M+$1.5M
- IntuitINTU126,449 shares · 0.5% of their software · price +$912K$83.1M−$305M
- SnowflakeSNOW556,121 shares · 0.5% of their software · price −$14.7M$75.1M−$127M
- Check PointCHKP391,413 shares · 0.4% of their software$64.6M−$4.2M
- VaronisVRNS1,320,862 shares · 0.4% of their software · price +$1.1M$63.4M−$4.7M
- DropboxDBX2,778,632 shares · 0.4% of their software · price −$5.1M$62.4M+$11.0M
- QualysQLYS347,167 shares · 0.3% of their software · price −$8.4M$49.5M−$3.8M
- Automatic Data Processing, Inc.ADP182,862 shares · 0.3% of their software · price −$2.0M$43.6M+$2.6M
- PalantirPLTR1,590,334 shares · 0.3% of their software · price +$3.7M$40.3M+$2.5M
- AkamaiAKAM429,156 shares · 0.2% of their software · price −$8.0M$38.7M−$31.3M
- Fiserv, Inc.FISV224,656 shares · 0.2% of their software · price −$2.4M$33.5M+$2.2M
- SPS CommerceSPSC159,242 shares · 0.2% of their software · price +$519K$30.0M+$26.0M
- NetApp, Inc.NTAP222,757 shares · 0.2% of their software · price +$5.3M$28.7M+$2.5M
- BILLBILL515,722 shares · 0.2% of their software · price −$8.3M$27.1M−$103M
- AutodeskADSK100,582 shares · 0.2% of their software · price −$1.3M$24.9M−$142M
- BroadridgeBR123,825 shares · 0.2% of their software · price −$973K$24.4M+$6.1M
- Agilysys, Inc.AGYS229,061 shares · 0.1% of their software · price +$4.6M$23.9M−$8.7M
- Fair IsaacFICO15,329 shares · 0.1% of their software · price +$3.7M$22.8MFlat
- Roper Technologies, Inc.ROP39,960 shares · 0.1% of their software$22.5M−$90.3M
- GitLabGTLB451,912 shares · 0.1% of their software · price −$3.9M$22.5M−$11.4M
- Rapid7RPD494,589 shares · 0.1% of their software · price −$2.9M$21.4M−$13.4M
- Rubrik, Inc.RBRK641,580 shares · 0.1% of their software$19.7MNew · +$19.7M
- GuidewireGWRE136,307 shares · 0.1% of their software · price +$2.9M$18.8M−$8.3M
- Paychex, Inc.PAYX151,943 shares · 0.1% of their software · price −$644K$18.0M−$7.8M
- SS&CSSNC281,716 shares · 0.1% of their software$17.7MFlat
- Q2QTWO275,356 shares · 0.1% of their software · price +$2.1M$16.6MFlat
- BoxBOX542,251 shares · 0.1% of their software · price −$1.0M$14.3M+$8.1M
- Simulations PlusSLP290,931 shares · 0.1% of their software · price +$2.2M$14.1M+$11.7M
- VeevaVEEV75,201 shares · 0.1% of their software · price −$3.7M$13.8M+$2.7M
- GoDaddyGDDY97,681 shares · 0.1% of their software · price +$2.1M$13.6M+$2.9M
- Tyler TechnologiesTYL26,884 shares · 0.1% of their software · price +$2.1M$13.5M+$1.7M
- Corpay, Inc.CPAY47,750 shares · 0.1% of their software · price −$2.0M$12.7M+$1.6M
- PTCPTC65,347 shares · 0.1% of their software$11.9M−$43.5M
- KlaviyoKVYO455,356 shares · 0.1% of their software$11.3MFlat
- AppLovinAPP130,211 shares · 0.1% of their software · price +$1.8M$10.8M+$6.3M
- SamsaraIOT319,092 shares · 0.1% of their software · price −$1.3M$10.8M+$9.6M
- ACI WorldwideACIW261,663 shares · 0.1% of their software · price +$1.7M$10.4MFlat
- Amdocs LimitedDOX113,349 shares · 0.1% of their software · price −$1.3M$8.9M+$744K
- F5, Inc.FFIV49,711 shares · 0.1% of their software · price −$863K$8.6MFlat
- FactSetFDS20,930 shares · 0.1% of their software · price −$965K$8.5M−$2.8M
- TeradataTDC245,523 shares · 0.1% of their software · price −$1.0M$8.5M+$590K
- DocuSignDOCU153,933 shares · 0.1% of their software · price −$931K$8.2M+$1.2M
- Clear Secure, Inc.YOU430,932 shares · 0.1% of their software · price −$1.1M$8.1M+$6.1M
- Manhattan AssociatesMANH32,509 shares · 0.0% of their software$8.0M−$687K
- Strategy IncMSTR5,524 shares · 0.0% of their software · price −$1.8M$7.6M−$17.5M
- ToastTOST283,562 shares · 0.0% of their software$7.3M+$1.7M
- TrimbleTRMB116,772 shares · 0.0% of their software · price −$986K$6.5MFlat
- NutanixNTNX109,048 shares · 0.0% of their software · price −$531K$6.2MFlat
- DuolingoDUOL27,617 shares · 0.0% of their software$5.8M+$4.0M
- VeriSign, Inc.VRSN30,967 shares · 0.0% of their software$5.5MFlat
- CommvaultCVLT44,236 shares · 0.0% of their software · price +$891K$5.4MFlat
- PaylocityPCTY40,706 shares · 0.0% of their software · price −$1.6M$5.4M+$624K
- WorkivaWK70,969 shares · 0.0% of their software · price −$838K$5.2MFlat
- Zeta GlobalZETA290,971 shares · 0.0% of their software · price +$2.0M$5.1MFlat
- Gen DigitalGEN194,911 shares · 0.0% of their software · price +$503K$4.9MFlat
- A10 Networks, Inc.ATEN340,028 shares · 0.0% of their software$4.7M−$2.4M
- Sabre CorporationSABR1,517,700 shares · 0.0% of their software$4.1M+$3.2M
- PaycomPAYC27,761 shares · 0.0% of their software · price −$1.6M$4.0M−$741K
- MorningstarMORN13,241 shares · 0.0% of their software$3.9M+$731K
- AtlassianTEAM21,820 shares · 0.0% of their software$3.9MFlat
- DoximityDOCS130,890 shares · 0.0% of their software$3.7MFlat
- Bentley SystemsBSY72,687 shares · 0.0% of their software$3.6MFlat
- ProcorePCOR52,577 shares · 0.0% of their software · price −$834K$3.5M+$1.5M
- ZoomZM55,932 shares · 0.0% of their software$3.3MFlat
- EVERTEC, Inc.EVTC96,371 shares · 0.0% of their software · price −$641K$3.2M−$2.5M
- AlkamiALKT107,440 shares · 0.0% of their software$3.1MFlat
- PagSeguro Digital Ltd.PAGS257,027 shares · 0.0% of their software · price −$666K$3.0M−$1.0M
- SprinklrCXM311,533 shares · 0.0% of their software · price −$826K$3.0MFlat
- AppFolioAPPF10,906 shares · 0.0% of their software$2.7M+$1.1M
- Shift4 Payments, Inc.FOUR32,428 shares · 0.0% of their software$2.4MFlat
- UiPathPATH173,530 shares · 0.0% of their software · price −$1.7M$2.2M+$894K
- 8x8EGHT983,922 shares · 0.0% of their software$2.2M—
- InterDigital, Inc.IDCC18,255 shares · 0.0% of their software$2.1MFlat
- YextYEXT367,403 shares · 0.0% of their software$2.0M−$1.1M
- Lyft, Inc.LYFT139,221 shares · 0.0% of their software · price −$731K$2.0MFlat
- ePlus inc.PLUS23,682 shares · 0.0% of their software$1.7MFlat
- WEX Inc.WEX9,589 shares · 0.0% of their software · price −$579K$1.7MFlat
- Five9FIVN36,354 shares · 0.0% of their software · price −$655K$1.6MFlat
- UnityU96,550 shares · 0.0% of their software · price −$1.0M$1.6M−$156M
- RingCentralRNG53,831 shares · 0.0% of their software$1.5M−$704K
- WixWIX9,027 shares · 0.0% of their software$1.4MFlat
- Payoneer Global Inc.PAYO257,624 shares · 0.0% of their software$1.4MFlat
- LiveRamp Holdings, Inc.RAMP45,483 shares · 0.0% of their software$1.4MFlat
- PegasystemsPEGA22,115 shares · 0.0% of their software$1.3MFlat
- Alarm.com Holdings, Inc.ALRM20,598 shares · 0.0% of their software$1.3MFlat
- Alight, Inc.ALIT175,911 shares · 0.0% of their software$1.3MFlat
- StoneCo Ltd.STNE107,619 shares · 0.0% of their software$1.3MFlat
- NCR Atleos CorporationNATL47,026 shares · 0.0% of their software$1.3M+$599K
- Grab Holdings LimitedGRAB348,592 shares · 0.0% of their software$1.2MFlat
- Calix, Inc.CALX32,588 shares · 0.0% of their software$1.2MFlat
- DoubleVerifyDV58,277 shares · 0.0% of their software · price −$914K$1.1MFlat
- BlackbaudBLKB14,011 shares · 0.0% of their software$1.1MFlat
- nCinoNCNO29,773 shares · 0.0% of their software$936K+$726K
- BlackLineBL18,979 shares · 0.0% of their software$920KFlat
- PDF Solutions, Inc.PDFS24,772 shares · 0.0% of their software$901KFlat
- FreshworksFRSH69,478 shares · 0.0% of their software$882KFlat
- DigitalOceanDOCN25,320 shares · 0.0% of their software$880KFlat
- Clearwater AnalyticsCWAN46,767 shares · 0.0% of their software$866K—
- ProgressPRGS14,372 shares · 0.0% of their software$780KFlat
- Euronet Worldwide, Inc.EEFT7,372 shares · 0.0% of their software$763KFlat
- PagerDutyPD29,814 shares · 0.0% of their software$684KFlat
- BrazeBRZE17,143 shares · 0.0% of their software$666KFlat
- CCC Intelligent Solutions Holdings Inc.CCC59,310 shares · 0.0% of their software$659KFlat
- FlywireFLYW40,150 shares · 0.0% of their software$658KFlat
- VertexVERX18,175 shares · 0.0% of their software$655KNew · +$577K
- N-ableNABL39,449 shares · 0.0% of their software$601K−$2.0M
- Global-EGLBE16,546 shares · 0.0% of their software$600KFlat
- MagniteMGNI44,019 shares · 0.0% of their software$585K−$1.6M
- Remitly Global, Inc.RELY48,232 shares · 0.0% of their software$585KFlat
- Sprout SocialSPT16,290 shares · 0.0% of their software$581K−$21.3M
- Core Scientific, Inc.CORZ59,498 shares · 0.0% of their software$553KNew · Flat
- Upbound Group, Inc.UPBD18,015 shares · 0.0% of their software$553KFlat
- AvePointAVPT51,001 shares · 0.0% of their software$531KFlat
- PAR Technology CorporationPAR11,266 shares · 0.0% of their software$531KFlat
- Donnelley Financial Solutions, Inc.DFIN8,803 shares · 0.0% of their software$525K−$4.4M
- Xperi Inc.XPER60,925 shares · 0.0% of their software$500KFlat
- Bandwidth Inc.BAND28,910 shares · 0.0% of their software$488KFlat
- Intapp, Inc.INTA12,988 shares · 0.0% of their software$476KFlat
- Ribbon Communications Inc.RBBN143,794 shares · 0.0% of their software$473KFlat
- NetScout Systems, Inc.NTCT23,133 shares · 0.0% of their software$423KFlat
- AppianAPPN13,432 shares · 0.0% of their software$415KFlat
- Adeia Inc.ADEA36,886 shares · 0.0% of their software$413KFlat
- CertaraCERT28,106 shares · 0.0% of their software$389KFlat
- Thryv Holdings, Inc.THRY21,542 shares · 0.0% of their software$384KFlat
- PhreesiaPHR17,610 shares · 0.0% of their software$373KFlat
- SoundHound AI, Inc.SOUN94,329 shares · 0.0% of their software$373KFlat
- SchrödingerSDGR18,455 shares · 0.0% of their software$357KFlat
- Diebold Nixdorf, IncorporatedDBD8,532 shares · 0.0% of their software$328KNew · Flat
- CourseraCOUR45,534 shares · 0.0% of their software$326KFlat
- Repay Holdings CorporationRPAY30,460 shares · 0.0% of their software$322KFlat
- FastlyFSLY42,404 shares · 0.0% of their software$313K−$600K
- Ooma, Inc.OOMA30,018 shares · 0.0% of their software$298KFlat
- PubMaticPUBM14,023 shares · 0.0% of their software$285KFlat
- SmartRent, Inc.SMRT111,536 shares · 0.0% of their software$267KFlat
- Health CatalystHCAT39,419 shares · 0.0% of their software$252KFlat
- GigaCloud Technology Inc.GCT7,872 shares · 0.0% of their software$239KNew · Flat
- AmplitudeAMPL26,553 shares · 0.0% of their software$236KFlat
- International Money Express, Inc.IMXI11,128 shares · 0.0% of their software$232KFlat
- NextNav Inc.NN25,457 shares · 0.0% of their software$206KFlat
- Commerce.com, Inc.CMRC24,050 shares · 0.0% of their software$194KFlat
- Paysafe LimitedPSFE10,843 shares · 0.0% of their software$192KFlat
- Blend Labs, Inc.BLND78,157 shares · 0.0% of their software$184KNew · Flat
- Mitek Systems, Inc.MITK16,128 shares · 0.0% of their software$180KFlat
- Grindr Inc.GRND14,006 shares · 0.0% of their software$171KFlat
- Pagaya Technologies Ltd.PGY13,418 shares · 0.0% of their software$171KNew · Flat
- OneSpan Inc.OSPN12,909 shares · 0.0% of their software$165KFlat
- SemrushSEMR12,359 shares · 0.0% of their software$165K—
- PowerFleet, Inc.AIOT31,169 shares · 0.0% of their software$142KNew · Flat
- Viant Technology Inc.DSP11,757 shares · 0.0% of their software$116KNew · Flat
- VirTra, Inc.VTSI13,729 shares · 0.0% of their software$106KNew · Flat
- Immersion CorporationIMMR10,917 shares · 0.0% of their software$103KFlat
- Definitive HealthcareDH18,474 shares · 0.0% of their software$101KFlat
- DomoDOMO11,931 shares · 0.0% of their software$92K—
- BackblazeBLZE14,059 shares · 0.0% of their software$87KNew · Flat
- Telos CorporationTLS19,916 shares · 0.0% of their software$80KNew · Flat
- Rackspace Technology, Inc.RXT23,258 shares · 0.0% of their software$69KFlat
- CS Disco, Inc.LAW10,924 shares · 0.0% of their software$65KNew · Flat
- Rimini Street, Inc.RMNI20,569 shares · 0.0% of their software$63KFlat
- Digital TurbineAPPS33,095 shares · 0.0% of their software$55KFlat
- Kaltura, Inc.KLTR41,844 shares · 0.0% of their software$50KFlat
- Cerence Inc.CRNC14,156 shares · 0.0% of their software$40KFlat