Generalist · Atlanta, GA
Voya Investment Management
Q1 2025 · compared with Q4 2024
Filed as Voya Investment Management LLC
- Software
- $12.5B
- Weight of 13F
- 16.2%
- Names
- 192
- Net bought
- −$1.5B
Filed 15 May 2025 · SEC filing.
2,517 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
- MicrosoftMSFT8,293,231 shares · 24.9% of their software · price −$382M$3.1B−$701M
- SalesforceCRM3,247,404 shares · 7.0% of their software · price −$214M$871M−$93.5M
- CrowdStrikeCRWD1,630,083 shares · 4.6% of their software · price +$17.0M$575M−$99.5M
- AtlassianTEAM2,695,889 shares · 4.6% of their software · price −$84.0M$572M+$127M
- PalantirPLTR6,124,866 shares · 4.1% of their software · price +$53.7M$517M+$29.9M
- ServiceNowNOW626,761 shares · 4.0% of their software · price −$165M$499M−$371M
- OracleORCL3,373,131 shares · 3.8% of their software · price −$90.5M$471M+$269M
- Palo Alto NetworksPANW1,929,409 shares · 2.6% of their software · price −$21.8M$329M−$49.2M
- HubSpotHUBS574,823 shares · 2.6% of their software · price −$72.1M$328M+$31.5M
- CloudflareNET2,615,347 shares · 2.4% of their software · price +$13.1M$295M−$48.5M
- ZscalerZS1,245,322 shares · 2.0% of their software · price +$22.4M$247M−$35.0M
- CadenceCDNS924,379 shares · 1.9% of their software · price −$42.6M$235M−$150M
- FortinetFTNT2,223,642 shares · 1.7% of their software · price +$4.0M$214M+$7.4M
- ElasticESTC2,187,724 shares · 1.6% of their software · price −$21.8M$195M−$80.0M
- Fiserv, Inc.FISV839,878 shares · 1.5% of their software · price +$12.9M$185M+$1.8M
- OktaOKTA1,729,565 shares · 1.5% of their software · price +$45.7M$182M+$96.6M
- DatadogDDOG1,764,781 shares · 1.4% of their software · price −$77.1M$175M−$385M
- AppLovinAPP647,128 shares · 1.4% of their software · price −$38.1M$171M−$15.3M
- SnowflakeSNOW1,023,844 shares · 1.2% of their software · price −$8.4M$150M+$15.1M
- SentinelOneS8,077,074 shares · 1.2% of their software · price −$32.5M$147M+$5.1M
- GoDaddyGDDY805,112 shares · 1.2% of their software · price −$13.9M$145M+$80.6M
- Rubrik, Inc.RBRK2,247,210 shares · 1.1% of their software · price −$9.8M$137M+$19.2M
- AsanaASAN8,928,933 shares · 1.0% of their software · price −$50.9M$130M−$73.2M
- DynatraceDT2,480,570 shares · 0.9% of their software · price −$17.9M$117M−$31.4M
- Check PointCHKP479,666 shares · 0.9% of their software · price +$19.8M$109M+$4.8M
- Block, Inc.XYZ1,983,592 shares · 0.9% of their software · price −$60.8M$108M−$88.4M
- AutodeskADSK387,884 shares · 0.8% of their software · price −$13.1M$102M−$7.2M
- CoStarCSGP1,218,554 shares · 0.8% of their software · price +$9.3M$96.5M−$19.2M
- BlackBerry LimitedBB25,243,089 shares · 0.8% of their software$95.2MNew · +$95.4M
- F5, Inc.FFIV356,362 shares · 0.8% of their software · price +$5.3M$94.9M+$34.2M
- AdobeADBE246,390 shares · 0.8% of their software · price −$15.1M$94.5M+$48.8M
- VaronisVRNS2,321,317 shares · 0.8% of their software · price −$9.2M$93.9M+$51.2M
- VeriskVRSK303,480 shares · 0.7% of their software · price +$6.7M$90.1M+$16.2M
- C3.aiAI3,911,703 shares · 0.7% of their software · price −$52.3M$82.3M−$57.6M
- monday.comMNDY332,845 shares · 0.6% of their software · price +$2.6M$80.9M+$3.8M
- The Trade DeskTTD1,384,084 shares · 0.6% of their software · price −$86.9M$75.6M−$28.3M
- Roper Technologies, Inc.ROP126,915 shares · 0.6% of their software · price +$8.8M$74.8M+$37.1M
- WorkdayWDAY319,993 shares · 0.6% of their software · price −$7.8M$74.7M−$93.6M
- IntuitINTU117,262 shares · 0.6% of their software · price −$1.7M$72.0M+$13.7M
- Fair IsaacFICO36,199 shares · 0.5% of their software · price −$5.3M$66.8M+$5.8M
- MongoDBMDB322,418 shares · 0.5% of their software · price −$18.5M$56.6M−$35.3M
- SailPointSAIL2,859,503 shares · 0.4% of their software$53.6MNew · +$53.6M
- SamsaraIOT1,397,186 shares · 0.4% of their software · price −$7.5M$53.6M−$12.8M
- ACI WorldwideACIW972,141 shares · 0.4% of their software · price +$2.7M$53.2M+$13.1M
- DropboxDBX1,880,406 shares · 0.4% of their software · price −$6.3M$50.2M−$10.9M
- KlaviyoKVYO1,555,252 shares · 0.4% of their software · price −$17.1M$47.1M−$12.2M
- Uber Technologies, Inc.UBER603,661 shares · 0.4% of their software · price +$7.6M$44.0M+$721K
- Automatic Data Processing, Inc.ADP142,546 shares · 0.3% of their software · price +$1.8M$43.6MFlat
- QualysQLYS293,050 shares · 0.3% of their software · price −$4.2M$36.9M+$1.3M
- ToastTOST1,049,723 shares · 0.3% of their software · price −$3.4M$34.8M+$10.5M
- ProcorePCOR451,441 shares · 0.2% of their software · price −$4.0M$29.8M+$971K
- TenableTENB800,182 shares · 0.2% of their software · price −$3.5M$28.0M+$967K
- DocuSignDOCU320,772 shares · 0.2% of their software · price −$2.7M$26.1M+$17.4M
- SynopsysSNPS59,467 shares · 0.2% of their software · price −$3.4M$25.5M+$5.5M
- SS&CSSNC264,625 shares · 0.2% of their software · price +$2.1M$22.1M+$1.3M
- Strategy IncMSTR73,390 shares · 0.2% of their software$21.2M−$10.3M
- Q2QTWO256,529 shares · 0.2% of their software · price −$5.3M$20.5M+$5.1M
- GitLabGTLB433,875 shares · 0.2% of their software · price −$4.1M$20.4M−$29.0M
- Paychex, Inc.PAYX128,677 shares · 0.2% of their software · price +$1.8M$19.9MFlat
- NetApp, Inc.NTAP212,846 shares · 0.1% of their software · price −$6.0M$18.7M+$542K
- Intapp, Inc.INTA311,298 shares · 0.1% of their software · price −$1.8M$18.2M+$13.6M
- VeevaVEEV77,927 shares · 0.1% of their software · price +$1.7M$18.1M+$1.6M
- JFrogFROG561,216 shares · 0.1% of their software · price +$1.5M$18.0M−$16.6M
- Agilysys, Inc.AGYS226,652 shares · 0.1% of their software · price −$13.4M$16.4M+$967K
- BroadridgeBR66,026 shares · 0.1% of their software · price +$1.1M$16.0M−$9.2M
- Corpay, Inc.CPAY40,204 shares · 0.1% of their software$14.0MFlat
- Tyler TechnologiesTYL23,167 shares · 0.1% of their software$13.5MFlat
- BoxBOX390,661 shares · 0.1% of their software$12.1M+$1.7M
- FactSetFDS26,418 shares · 0.1% of their software · price −$677K$12.0MFlat
- Amdocs LimitedDOX103,079 shares · 0.1% of their software · price +$656K$9.4MFlat
- Euronet Worldwide, Inc.EEFT83,975 shares · 0.1% of their software$9.0M+$2.3M
- PTCPTC56,184 shares · 0.1% of their software · price −$1.6M$8.7MFlat
- Grab Holdings LimitedGRAB1,889,769 shares · 0.1% of their software$8.6M+$7.0M
- PaylocityPCTY44,516 shares · 0.1% of their software · price −$540K$8.3M+$3.4M
- AvePointAVPT523,149 shares · 0.1% of their software · price −$1.1M$7.6M+$1.2M
- Manhattan AssociatesMANH43,482 shares · 0.1% of their software · price −$4.2M$7.5M+$1.4M
- GuidewireGWRE39,654 shares · 0.1% of their software · price +$745K$7.4M+$2.0M
- Bentley SystemsBSY184,095 shares · 0.1% of their software · price −$1.4M$7.2MFlat
- DoximityDOCS114,945 shares · 0.1% of their software · price +$533K$6.7M+$1.2M
- Clearwater AnalyticsCWAN247,295 shares · 0.1% of their software$6.6MFlat
- VeriSign, Inc.VRSN25,273 shares · 0.1% of their software · price +$1.2M$6.4MFlat
- NutanixNTNX90,170 shares · 0.1% of their software · price +$778K$6.3MFlat
- VertexVERX169,468 shares · 0.0% of their software · price −$3.1M$5.9M+$2.6M
- SPS CommerceSPSC43,952 shares · 0.0% of their software · price −$2.3M$5.8M−$19.0M
- TwilioTWLO59,304 shares · 0.0% of their software · price −$603K$5.8MFlat
- Payoneer Global Inc.PAYO787,697 shares · 0.0% of their software · price −$2.2M$5.8M+$1.9M
- Lyft, Inc.LYFT461,143 shares · 0.0% of their software$5.5M+$2.7M
- TrimbleTRMB80,475 shares · 0.0% of their software$5.3M−$995K
- PaycomPAYC23,720 shares · 0.0% of their software$5.2M−$1.3M
- ZoomZM70,180 shares · 0.0% of their software · price −$550K$5.2M+$1.1M
- DuolingoDUOL16,186 shares · 0.0% of their software$5.0M−$3.3M
- A10 Networks, Inc.ATEN274,194 shares · 0.0% of their software · price −$565K$4.5M−$638K
- Gen DigitalGEN164,625 shares · 0.0% of their software$4.4MFlat
- Zeta GlobalZETA287,653 shares · 0.0% of their software · price −$1.3M$3.9M+$4.2M
- MorningstarMORN12,940 shares · 0.0% of their software$3.9MFlat
- AkamaiAKAM43,450 shares · 0.0% of their software · price −$658K$3.5M−$27.5M
- PhreesiaPHR130,223 shares · 0.0% of their software$3.3M−$731K
- SprinklrCXM374,118 shares · 0.0% of their software$3.1M−$1.4M
- YextYEXT500,922 shares · 0.0% of their software$3.1MFlat
- PagerDutyPD168,728 shares · 0.0% of their software$3.1MFlat
- StoneCo Ltd.STNE290,507 shares · 0.0% of their software · price +$729K$3.0MFlat
- CommvaultCVLT18,162 shares · 0.0% of their software$2.9M+$780K
- PagSeguro Digital Ltd.PAGS367,328 shares · 0.0% of their software · price +$503K$2.8MFlat
- ZoomInfoZI274,020 shares · 0.0% of their software$2.7M—
- BILLBILL58,463 shares · 0.0% of their software · price −$2.3M$2.7M+$1.1M
- Shift4 Payments, Inc.FOUR31,438 shares · 0.0% of their software · price −$694K$2.6MFlat
- Sabre CorporationSABR913,992 shares · 0.0% of their software · price −$768K$2.6M−$825K
- Grindr Inc.GRND141,529 shares · 0.0% of their software$2.5MFlat
- MagniteMGNI210,134 shares · 0.0% of their software · price −$948K$2.4M−$1.5M
- ShopifySHOP23,570 shares · 0.0% of their software$2.2MFlat
- Alarm.com Holdings, Inc.ALRM39,629 shares · 0.0% of their software$2.2M+$745K
- AppFolioAPPF9,715 shares · 0.0% of their software$2.1MFlat
- UiPathPATH200,802 shares · 0.0% of their software$2.1M−$7.4M
- 8x8EGHT1,009,384 shares · 0.0% of their software$2.0M—
- ePlus inc.PLUS31,757 shares · 0.0% of their software$1.9M+$679K
- Clear Secure, Inc.YOU73,557 shares · 0.0% of their software$1.9M−$1.6M
- LiveRamp Holdings, Inc.RAMP65,840 shares · 0.0% of their software$1.7M+$553K
- AmplitudeAMPL163,121 shares · 0.0% of their software$1.7M+$1.4M
- InterDigital, Inc.IDCC7,682 shares · 0.0% of their software$1.6MFlat
- UnityU79,654 shares · 0.0% of their software$1.6MFlat
- NetScout Systems, Inc.NTCT71,838 shares · 0.0% of their software$1.5MFlat
- DescartesDSGX13,650 shares · 0.0% of their software$1.4MFlat
- Calix, Inc.CALX38,278 shares · 0.0% of their software$1.4MFlat
- WixWIX8,302 shares · 0.0% of their software$1.4MFlat
- TeradataTDC59,690 shares · 0.0% of their software · price −$518K$1.3M−$1.2M
- PegasystemsPEGA19,136 shares · 0.0% of their software$1.3MFlat
- Remitly Global, Inc.RELY61,068 shares · 0.0% of their software$1.3MFlat
- PDF Solutions, Inc.PDFS58,955 shares · 0.0% of their software$1.1M+$568K
- WorkivaWK13,670 shares · 0.0% of their software$1.0MFlat
- WEX Inc.WEX6,073 shares · 0.0% of their software$954KFlat
- Upbound Group, Inc.UPBD36,431 shares · 0.0% of their software$873KFlat
- Five9FIVN31,803 shares · 0.0% of their software$863KFlat
- RingCentralRNG34,228 shares · 0.0% of their software$847KFlat
- AlkamiALKT31,307 shares · 0.0% of their software$822KFlat
- FreshworksFRSH55,735 shares · 0.0% of their software$786K−$7.9M
- BlackLineBL15,862 shares · 0.0% of their software$768KFlat
- WaystarWAY20,302 shares · 0.0% of their software$758KFlat
- nCinoNCNO26,109 shares · 0.0% of their software$717KFlat
- SoundHound AI, Inc.SOUN86,548 shares · 0.0% of their software · price −$1.0M$703KFlat
- BlackbaudBLKB10,915 shares · 0.0% of their software$677KFlat
- Alight, Inc.ALIT112,596 shares · 0.0% of their software$668KFlat
- EVERTEC, Inc.EVTC18,111 shares · 0.0% of their software$666KFlat
- Ribbon Communications Inc.RBBN167,754 shares · 0.0% of their software$658KFlat
- BrazeBRZE17,404 shares · 0.0% of their software$628KFlat
- ProgressPRGS11,834 shares · 0.0% of their software$610KFlat
- DigitalOceanDOCN17,691 shares · 0.0% of their software$591KFlat
- Adeia Inc.ADEA44,583 shares · 0.0% of their software$589KFlat
- DoubleVerifyDV42,288 shares · 0.0% of their software$565KFlat
- Global-EGLBE15,735 shares · 0.0% of their software$561KFlat
- PAR Technology CorporationPAR9,090 shares · 0.0% of their software$558KFlat
- Donnelley Financial Solutions, Inc.DFIN12,673 shares · 0.0% of their software$554KFlat
- CCC Intelligent Solutions Holdings Inc.CCC60,207 shares · 0.0% of their software$544KFlat
- Ooma, Inc.OOMA40,789 shares · 0.0% of their software$534KFlat
- Bandwidth Inc.BAND40,422 shares · 0.0% of their software$530KFlat
- NCR Atleos CorporationNATL19,747 shares · 0.0% of their software$521KFlat
- Thryv Holdings, Inc.THRY37,079 shares · 0.0% of their software$475KFlat
- Rapid7RPD16,782 shares · 0.0% of their software$445K−$17.6M
- Red Violet, Inc.RDVT10,520 shares · 0.0% of their software$395KFlat
- Core Scientific, Inc.CORZ47,848 shares · 0.0% of their software$346KFlat
- AppianAPPN11,015 shares · 0.0% of their software$317KFlat
- FlywireFLYW32,882 shares · 0.0% of their software$312KFlat
- Pagaya Technologies Ltd.PGY29,452 shares · 0.0% of their software$309KFlat
- Diebold Nixdorf, IncorporatedDBD6,922 shares · 0.0% of their software$303KFlat
- Sprout SocialSPT13,570 shares · 0.0% of their software$298KFlat
- SchrödingerSDGR14,997 shares · 0.0% of their software$296KFlat
- NextNav Inc.NN21,257 shares · 0.0% of their software$259KFlat
- CourseraCOUR37,561 shares · 0.0% of their software$250KFlat
- Viant Technology Inc.DSP19,129 shares · 0.0% of their software$237KFlat
- GigaCloud Technology Inc.GCT16,692 shares · 0.0% of their software$237KFlat
- FastlyFSLY35,765 shares · 0.0% of their software$226KFlat
- Blend Labs, Inc.BLND64,554 shares · 0.0% of their software$216KFlat
- OneSpan Inc.OSPN10,804 shares · 0.0% of their software$165KFlat
- N-ableNABL21,036 shares · 0.0% of their software$149KFlat
- CertaraCERT14,956 shares · 0.0% of their software$148KFlat
- PowerFleet, Inc.AIOT26,812 shares · 0.0% of their software$147KFlat
- Repay Holdings CorporationRPAY25,512 shares · 0.0% of their software$142KFlat
- PubMaticPUBM12,986 shares · 0.0% of their software$119KFlat
- Commerce.com, Inc.CMRC20,172 shares · 0.0% of their software$116KFlat
- SemrushSEMR11,788 shares · 0.0% of their software$110K—
- Mitek Systems, Inc.MITK12,724 shares · 0.0% of their software$105KFlat
- Xperi Inc.XPER13,065 shares · 0.0% of their software$101KFlat
- Cerence Inc.CRNC11,213 shares · 0.0% of their software$89KFlat
- Health CatalystHCAT19,401 shares · 0.0% of their software$88KFlat
- Digital TurbineAPPS26,267 shares · 0.0% of their software$71KFlat
- SmartRent, Inc.SMRT55,061 shares · 0.0% of their software$67KFlat
- BackblazeBLZE11,704 shares · 0.0% of their software$57KFlat
- Rimini Street, Inc.RMNI15,796 shares · 0.0% of their software$55KFlat
- Kaltura, Inc.KLTR28,414 shares · 0.0% of their software$53KFlat
- Definitive HealthcareDH14,743 shares · 0.0% of their software$43KFlat
- Telos CorporationTLS15,806 shares · 0.0% of their software$38KFlat
- Rackspace Technology, Inc.RXT17,830 shares · 0.0% of their software$30KFlat
- Nerdy Inc.NRDY20,942 shares · 0.0% of their software$30KNew · Flat