Generalist · Atlanta, GA
Voya Investment Management
Q4 2024 · compared with Q3 2024
Filed as Voya Investment Management LLC
- Software
- $15.6B
- Weight of 13F
- 18.6%
- Names
- 198
- Net bought
- −$376M
Filed 14 February 2025 · SEC filing.
2,609 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
- MicrosoftMSFT9,955,522 shares · 27.0% of their software · price −$87.6M$4.2B−$60.2M
- SalesforceCRM3,527,095 shares · 7.6% of their software · price +$214M$1.2B+$347M
- ServiceNowNOW976,370 shares · 6.7% of their software · price +$162M$1.0BFlat
- CrowdStrikeCRWD1,920,901 shares · 4.2% of their software · price +$119M$657M+$163M
- DatadogDDOG4,460,228 shares · 4.1% of their software · price +$124M$637M−$119M
- AtlassianTEAM2,172,854 shares · 3.4% of their software · price +$184M$529M+$343M
- PalantirPLTR5,730,070 shares · 2.8% of their software · price +$220M$433M−$80.5M
- CadenceCDNS1,422,598 shares · 2.7% of their software · price +$41.9M$427M−$87.3M
- Palo Alto NetworksPANW2,199,761 shares · 2.6% of their software · price −$352M$400M+$51.1M
- HubSpotHUBS529,548 shares · 2.4% of their software · price +$87.5M$369M+$87.6M
- CloudflareNET3,065,588 shares · 2.1% of their software · price +$82.1M$330M−$5.4M
- ElasticESTC2,995,103 shares · 1.9% of their software · price +$66.9M$297M−$61.6M
- OracleORCL1,761,018 shares · 1.9% of their software · price −$6.6M$293M−$131M
- ZscalerZS1,439,369 shares · 1.7% of their software · price +$13.6M$260M−$251M
- Block, Inc.XYZ3,023,211 shares · 1.7% of their software · price +$54.0M$257M−$10.1M
- AsanaASAN12,539,038 shares · 1.6% of their software · price +$109M$254M+$10.9M
- AppLovinAPP694,264 shares · 1.4% of their software · price +$134M$225M+$20.2M
- FortinetFTNT2,145,630 shares · 1.3% of their software · price +$36.3M$203M−$31.0M
- C3.aiAI5,583,774 shares · 1.2% of their software · price +$57.0M$192M−$18.4M
- The Trade DeskTTD1,624,538 shares · 1.2% of their software · price +$12.8M$191M−$32.1M
- WorkdayWDAY682,739 shares · 1.1% of their software · price +$9.3M$176M+$20.1M
- SentinelOneS7,847,844 shares · 1.1% of their software · price −$13.5M$174M−$9.0M
- Fiserv, Inc.FISV831,026 shares · 1.1% of their software · price +$21.4M$171M+$98.7M
- DynatraceDT3,059,208 shares · 1.1% of their software · price +$2.7M$166M−$20.2M
- SnowflakeSNOW925,817 shares · 0.9% of their software · price +$36.6M$143M+$65.0M
- Rubrik, Inc.RBRK1,953,935 shares · 0.8% of their software · price +$64.9M$128M−$2.7M
- AutodeskADSK412,113 shares · 0.8% of their software · price +$8.3M$122M+$91.8M
- MongoDBMDB474,019 shares · 0.7% of their software · price −$17.8M$110M−$79.6M
- CoStarCSGP1,487,054 shares · 0.7% of their software · price −$5.7M$106M−$84.2M
- Check PointCHKP453,974 shares · 0.5% of their software · price −$2.8M$84.8M−$65.7M
- GoDaddyGDDY396,934 shares · 0.5% of their software · price +$16.1M$78.3M+$47.9M
- KlaviyoKVYO1,851,679 shares · 0.5% of their software · price +$10.9M$76.4M+$21.0M
- monday.comMNDY316,644 shares · 0.5% of their software · price −$13.4M$74.6M−$250M
- SamsaraIOT1,691,093 shares · 0.5% of their software · price −$7.5M$73.9M+$12.3M
- DropboxDBX2,243,599 shares · 0.4% of their software · price +$10.3M$67.4M−$1.6M
- VeriskVRSK244,526 shares · 0.4% of their software · price +$1.8M$67.3M−$7.9M
- Fair IsaacFICO33,291 shares · 0.4% of their software · price +$1.6M$66.3M−$5.5M
- AdobeADBE136,749 shares · 0.4% of their software · price −$10.0M$60.8M−$125M
- IntuitINTU95,449 shares · 0.4% of their software · price +$716K$60.0M−$3.9M
- F5, Inc.FFIV220,291 shares · 0.4% of their software · price +$6.9M$55.4M+$38.8M
- GitLabGTLB948,022 shares · 0.3% of their software · price +$4.6M$53.4M−$1.5M
- SAPSAP210,892 shares · 0.3% of their software · price +$3.6M$51.9M−$10.7M
- VaronisVRNS1,168,630 shares · 0.3% of their software · price −$14.1M$51.9M+$3.9M
- Automatic Data Processing, Inc.ADP141,815 shares · 0.3% of their software · price +$2.3M$41.5M−$2.4M
- QualysQLYS283,838 shares · 0.3% of their software · price +$3.3M$39.8M+$12.8M
- OktaOKTA503,539 shares · 0.3% of their software · price +$2.2M$39.7M−$32.5M
- ACI WorldwideACIW720,028 shares · 0.2% of their software · price +$727K$37.4M+$10.7M
- Uber Technologies, Inc.UBER591,701 shares · 0.2% of their software · price −$8.8M$35.7M−$139M
- JFrogFROG1,124,785 shares · 0.2% of their software$33.1M+$8.8M
- ProcorePCOR438,478 shares · 0.2% of their software · price +$5.8M$32.9M−$1.2M
- AkamaiAKAM331,206 shares · 0.2% of their software · price −$1.8M$31.7M−$11.0M
- Strategy IncMSTR108,867 shares · 0.2% of their software · price +$13.2M$31.5M+$12.0M
- TenableTENB775,635 shares · 0.2% of their software · price −$884K$30.5M−$2.7M
- Roper Technologies, Inc.ROP55,570 shares · 0.2% of their software · price −$2.0M$28.9M+$7.3M
- Agilysys, Inc.AGYS219,310 shares · 0.2% of their software · price +$5.0M$28.9M−$4.4M
- ToastTOST761,499 shares · 0.2% of their software · price +$6.2M$27.8M+$15.2M
- SPS CommerceSPSC147,329 shares · 0.2% of their software · price −$1.5M$27.1M−$3.2M
- NetApp, Inc.NTAP208,177 shares · 0.2% of their software · price −$1.5M$24.2M−$942K
- BroadridgeBR106,782 shares · 0.2% of their software · price +$1.2M$24.1M−$4.8M
- SynopsysSNPS48,207 shares · 0.2% of their software · price −$1.0M$23.4M+$2.9M
- Q2QTWO206,126 shares · 0.1% of their software · price +$4.3M$20.7M−$6.2M
- SS&CSSNC247,213 shares · 0.1% of their software$18.7M−$1.0M
- Paychex, Inc.PAYX130,507 shares · 0.1% of their software · price +$787K$18.3M−$2.2M
- Rapid7RPD453,226 shares · 0.1% of their software$18.2M−$1.5M
- VeevaVEEV70,495 shares · 0.1% of their software$14.8MFlat
- Corpay, Inc.CPAY41,429 shares · 0.1% of their software · price +$1.1M$14.0M−$884K
- Tyler TechnologiesTYL23,817 shares · 0.1% of their software$13.7M−$845K
- FactSetFDS26,868 shares · 0.1% of their software · price +$549K$12.9M+$3.3M
- DocuSignDOCU127,672 shares · 0.1% of their software · price +$3.6M$11.5M−$5.0M
- BoxBOX335,993 shares · 0.1% of their software$10.6M−$3.3M
- PTCPTC57,474 shares · 0.1% of their software$10.6M−$672K
- Manhattan AssociatesMANH38,235 shares · 0.1% of their software$10.3M+$1.9M
- UiPathPATH783,111 shares · 0.1% of their software$10.0M+$7.6M
- Amdocs LimitedDOX106,991 shares · 0.1% of their software$9.1MFlat
- FreshworksFRSH543,604 shares · 0.1% of their software · price +$2.5M$8.8MFlat
- DuolingoDUOL26,246 shares · 0.1% of their software · price +$1.1M$8.5MFlat
- Bentley SystemsBSY179,588 shares · 0.1% of their software · price −$738K$8.4M+$5.8M
- AvePointAVPT448,532 shares · 0.0% of their software · price +$2.1M$7.4M+$2.6M
- Clearwater AnalyticsCWAN248,588 shares · 0.0% of their software$6.8M—
- TrimbleTRMB94,556 shares · 0.0% of their software · price +$810K$6.7M−$619K
- TwilioTWLO61,280 shares · 0.0% of their software · price +$2.6M$6.6M−$36.7M
- VertexVERX120,038 shares · 0.0% of their software · price +$1.8M$6.4M+$3.9M
- Euronet Worldwide, Inc.EEFT61,943 shares · 0.0% of their software$6.4M+$5.1M
- Intapp, Inc.INTA99,087 shares · 0.0% of their software · price +$1.6M$6.4M+$4.1M
- PaycomPAYC29,971 shares · 0.0% of their software · price +$1.2M$6.1M+$645K
- Payoneer Global Inc.PAYO598,188 shares · 0.0% of their software · price +$1.5M$6.0M+$2.6M
- A10 Networks, Inc.ATEN308,878 shares · 0.0% of their software · price +$1.2M$5.7MFlat
- PaylocityPCTY27,398 shares · 0.0% of their software · price +$945K$5.5M−$1.6M
- VeriSign, Inc.VRSN25,651 shares · 0.0% of their software$5.3MFlat
- NutanixNTNX84,021 shares · 0.0% of their software$5.1M+$1.7M
- DoximityDOCS92,536 shares · 0.0% of their software · price +$909K$4.9MFlat
- MagniteMGNI304,299 shares · 0.0% of their software · price +$630K$4.8M+$594K
- GuidewireGWRE27,598 shares · 0.0% of their software$4.7M−$20.3M
- ZoomZM56,494 shares · 0.0% of their software · price +$671K$4.6M−$9.5M
- SprinklrCXM544,993 shares · 0.0% of their software$4.6M+$1.7M
- Gen DigitalGEN163,339 shares · 0.0% of their software$4.5MFlat
- Sabre CorporationSABR1,139,983 shares · 0.0% of their software$4.2MFlat
- PhreesiaPHR159,274 shares · 0.0% of their software$4.0MFlat
- MorningstarMORN11,859 shares · 0.0% of their software$4.0MFlat
- BILLBILL45,088 shares · 0.0% of their software · price +$1.4M$3.8MFlat
- Clear Secure, Inc.YOU132,334 shares · 0.0% of their software · price −$860K$3.5M−$2.7M
- ZoomInfoZI319,580 shares · 0.0% of their software$3.4M—
- Lyft, Inc.LYFT248,536 shares · 0.0% of their software$3.2MFlat
- YextYEXT479,533 shares · 0.0% of their software$3.0M−$922K
- TeradataTDC97,410 shares · 0.0% of their software$3.0M−$4.0M
- PagerDutyPD157,960 shares · 0.0% of their software$2.9M+$2.4M
- Grindr Inc.GRND161,311 shares · 0.0% of their software · price +$953K$2.9M+$1.8M
- Shift4 Payments, Inc.FOUR27,216 shares · 0.0% of their software$2.8MFlat
- ShopifySHOP23,570 shares · 0.0% of their software · price +$617K$2.5M−$16.9M
- StoneCo Ltd.STNE314,046 shares · 0.0% of their software · price −$1.0M$2.5M−$609K
- AppFolioAPPF10,063 shares · 0.0% of their software$2.5MFlat
- 8x8EGHT881,580 shares · 0.0% of their software$2.4M—
- PagSeguro Digital Ltd.PAGS324,466 shares · 0.0% of their software · price −$762K$2.0M−$763K
- Grab Holdings LimitedGRAB415,844 shares · 0.0% of their software$2.0MFlat
- CommvaultCVLT12,996 shares · 0.0% of their software$2.0M−$2.4M
- WixWIX9,001 shares · 0.0% of their software$1.9MFlat
- DescartesDSGX16,970 shares · 0.0% of their software$1.9MNew · +$1.7M
- PegasystemsPEGA19,855 shares · 0.0% of their software$1.9M−$7.1M
- SoundHound AI, Inc.SOUN91,737 shares · 0.0% of their software · price +$1.4M$1.8MFlat
- UnityU80,016 shares · 0.0% of their software$1.8MFlat
- ePlus inc.PLUS22,560 shares · 0.0% of their software · price −$552K$1.7MFlat
- Alarm.com Holdings, Inc.ALRM27,372 shares · 0.0% of their software$1.7MFlat
- WorkivaWK15,090 shares · 0.0% of their software$1.7MFlat
- InterDigital, Inc.IDCC8,160 shares · 0.0% of their software$1.6MFlat
- LiveRamp Holdings, Inc.RAMP47,618 shares · 0.0% of their software$1.4MFlat
- Five9FIVN32,950 shares · 0.0% of their software$1.3MFlat
- RingCentralRNG36,666 shares · 0.0% of their software$1.3MFlat
- Remitly Global, Inc.RELY56,856 shares · 0.0% of their software · price +$522K$1.3MFlat
- DoubleVerifyDV64,506 shares · 0.0% of their software$1.2MFlat
- ProgressPRGS18,292 shares · 0.0% of their software$1.2MFlat
- NetScout Systems, Inc.NTCT52,503 shares · 0.0% of their software$1.1MFlat
- Calix, Inc.CALX30,950 shares · 0.0% of their software$1.1MFlat
- BlackLineBL17,360 shares · 0.0% of their software$1.1MFlat
- WEX Inc.WEX6,008 shares · 0.0% of their software$1.1M−$501K
- PDF Solutions, Inc.PDFS37,969 shares · 0.0% of their software$1.0MFlat
- Zeta GlobalZETA54,862 shares · 0.0% of their software · price −$650K$987K−$7.3M
- NCR Atleos CorporationNATL27,452 shares · 0.0% of their software$931KFlat
- Global-EGLBE17,060 shares · 0.0% of their software$930KFlat
- nCinoNCNO26,802 shares · 0.0% of their software$900KFlat
- BlackbaudBLKB12,175 shares · 0.0% of their software$900KFlat
- Alight, Inc.ALIT127,356 shares · 0.0% of their software$881KFlat
- AlkamiALKT23,742 shares · 0.0% of their software$871K−$2.3M
- EVERTEC, Inc.EVTC23,919 shares · 0.0% of their software$826KFlat
- BrazeBRZE18,813 shares · 0.0% of their software$788KFlat
- FlywireFLYW36,657 shares · 0.0% of their software$756KFlat
- Core Scientific, Inc.CORZ53,640 shares · 0.0% of their software$754KFlat
- PAR Technology CorporationPAR10,119 shares · 0.0% of their software$735KFlat
- Adeia Inc.ADEA51,431 shares · 0.0% of their software$719KFlat
- Donnelley Financial Solutions, Inc.DFIN11,141 shares · 0.0% of their software$699KFlat
- DigitalOceanDOCN19,666 shares · 0.0% of their software$670KFlat
- CCC Intelligent Solutions Holdings Inc.CCC54,916 shares · 0.0% of their software$644KFlat
- Upbound Group, Inc.UPBD20,915 shares · 0.0% of their software$610KFlat
- Bandwidth Inc.BAND29,077 shares · 0.0% of their software$495KFlat
- Ribbon Communications Inc.RBBN115,962 shares · 0.0% of their software$482KFlat
- Sprout SocialSPT14,938 shares · 0.0% of their software$459KFlat
- WaystarWAY12,377 shares · 0.0% of their software$454KFlat
- Ooma, Inc.OOMA28,604 shares · 0.0% of their software$402KFlat
- AppianAPPN12,180 shares · 0.0% of their software$402KFlat
- Thryv Holdings, Inc.THRY26,656 shares · 0.0% of their software$395KFlat
- Dave Inc.DAVE4,404 shares · 0.0% of their software$383KFlat
- FastlyFSLY38,697 shares · 0.0% of their software$365KFlat
- NextNav Inc.NN22,940 shares · 0.0% of their software$357KFlat
- CourseraCOUR41,732 shares · 0.0% of their software$355KFlat
- Diebold Nixdorf, IncorporatedDBD7,708 shares · 0.0% of their software$332KFlat
- SchrödingerSDGR16,814 shares · 0.0% of their software$324KFlat
- Blend Labs, Inc.BLND70,102 shares · 0.0% of their software$295KFlat
- Viant Technology Inc.DSP15,347 shares · 0.0% of their software$291KFlat
- Ibotta, Inc.IBTA4,373 shares · 0.0% of their software$285KNew · Flat
- AmplitudeAMPL26,475 shares · 0.0% of their software$279KFlat
- Daily Journal CorporationDJCO437 shares · 0.0% of their software$248KFlat
- Red Violet, Inc.RDVT6,813 shares · 0.0% of their software$247KNew · Flat
- GigaCloud Technology Inc.GCT13,294 shares · 0.0% of their software$246KFlat
- SmartRent, Inc.SMRT131,139 shares · 0.0% of their software$229KFlat
- OneSpan Inc.OSPN12,120 shares · 0.0% of their software$225KFlat
- Pagaya Technologies Ltd.PGY23,729 shares · 0.0% of their software$220KFlat
- Repay Holdings CorporationRPAY28,832 shares · 0.0% of their software$220KFlat
- N-ableNABL23,058 shares · 0.0% of their software$215KFlat
- International Money Express, Inc.IMXI10,247 shares · 0.0% of their software$213KFlat
- PubMaticPUBM13,938 shares · 0.0% of their software$205KFlat
- PowerFleet, Inc.AIOT29,461 shares · 0.0% of their software$196KFlat
- Paysafe LimitedPSFE10,040 shares · 0.0% of their software$172KFlat
- Mitek Systems, Inc.MITK14,641 shares · 0.0% of their software$163KFlat
- SemrushSEMR13,240 shares · 0.0% of their software$157K—
- CertaraCERT14,607 shares · 0.0% of their software$156KFlat
- Xperi Inc.XPER15,004 shares · 0.0% of their software$154KFlat
- Health CatalystHCAT20,434 shares · 0.0% of their software$144KFlat
- Commerce.com, Inc.CMRC22,425 shares · 0.0% of their software$137KFlat
- VirTra, Inc.VTSI18,477 shares · 0.0% of their software$125KFlat
- Cerence Inc.CRNC13,122 shares · 0.0% of their software$103KFlat
- BackblazeBLZE13,401 shares · 0.0% of their software$81KFlat
- DomoDOMO11,336 shares · 0.0% of their software$80K—
- Kaltura, Inc.KLTR33,845 shares · 0.0% of their software$74KFlat
- Definitive HealthcareDH17,604 shares · 0.0% of their software$72KFlat
- Telos CorporationTLS16,861 shares · 0.0% of their software$58KFlat
- CS Disco, Inc.LAW10,959 shares · 0.0% of their software$55KFlat
- Rimini Street, Inc.RMNI19,991 shares · 0.0% of their software$53KFlat
- Digital TurbineAPPS29,487 shares · 0.0% of their software$50KFlat
- Rackspace Technology, Inc.RXT21,807 shares · 0.0% of their software$48KFlat