Generalist · Atlanta, GA
Voya Investment Management
Q2 2025 · compared with Q1 2025
Filed as Voya Investment Management LLC
- Software
- $15.0B
- Weight of 13F
- 16.9%
- Names
- 195
- Net bought
- −$660M
Filed 14 August 2025 · SEC filing.
2,545 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
- MicrosoftMSFT10,374,545 shares · 34.4% of their software · price +$1.3B$5.2B+$781M
- OracleORCL4,063,017 shares · 5.9% of their software · price +$320M$888M+$96.5M
- ServiceNowNOW669,889 shares · 4.6% of their software · price +$155M$688M+$34.3M
- CrowdStrikeCRWD1,057,296 shares · 3.6% of their software · price +$166M$538M−$202M
- CloudflareNET2,641,399 shares · 3.4% of their software · price +$220M$517MFlat
- PalantirPLTR3,730,050 shares · 3.4% of their software · price +$194M$508M−$202M
- SalesforceCRM1,400,670 shares · 2.5% of their software · price +$6.1M$382M−$496M
- SnowflakeSNOW1,589,626 shares · 2.4% of their software · price +$123M$355M+$82.7M
- DatadogDDOG2,489,099 shares · 2.2% of their software · price +$87.4M$334M+$71.9M
- Palo Alto NetworksPANW1,613,464 shares · 2.2% of their software · price +$54.9M$330M−$53.9M
- AtlassianTEAM1,618,044 shares · 2.2% of their software · price −$14.8M$328M−$229M
- ZscalerZS918,661 shares · 1.9% of their software · price +$106M$288M−$64.8M
- Rubrik, Inc.RBRK3,025,171 shares · 1.8% of their software · price +$86.6M$271M+$47.4M
- IntuitINTU313,951 shares · 1.6% of their software · price +$54.5M$247M+$121M
- GoDaddyGDDY1,038,291 shares · 1.2% of their software$187M+$42.0M
- FortinetFTNT1,651,376 shares · 1.2% of their software · price +$15.6M$175M−$55.1M
- VaronisVRNS3,325,793 shares · 1.1% of their software · price +$34.3M$169M+$40.6M
- Roper Technologies, Inc.ROP293,944 shares · 1.1% of their software · price −$6.7M$167M+$98.5M
- The Trade DeskTTD2,270,062 shares · 1.1% of their software · price +$39.2M$163M+$48.5M
- OktaOKTA1,623,354 shares · 1.1% of their software · price −$8.5M$162M−$11.2M
- ElasticESTC1,702,460 shares · 1.0% of their software · price −$8.1M$144M−$43.2M
- SentinelOneS7,017,537 shares · 0.9% of their software · price +$702K$128M−$19.3M
- F5, Inc.FFIV421,913 shares · 0.8% of their software · price +$11.8M$124M+$17.5M
- Check PointCHKP552,969 shares · 0.8% of their software · price −$3.7M$122M+$16.7M
- BlackBerry LimitedBB26,477,844 shares · 0.8% of their software · price +$21.4M$121M+$4.7M
- HubSpotHUBS209,367 shares · 0.8% of their software · price −$3.1M$117M−$209M
- DynatraceDT2,006,981 shares · 0.7% of their software · price +$16.2M$111M−$22.3M
- CoStarCSGP1,231,771 shares · 0.7% of their software · price +$1.4M$99.0M+$1.0M
- Uber Technologies, Inc.UBER1,055,860 shares · 0.7% of their software · price +$21.6M$98.5M+$32.9M
- AdobeADBE251,053 shares · 0.6% of their software · price +$841K$97.1M+$1.8M
- C3.aiAI3,914,901 shares · 0.6% of their software · price +$13.8M$96.2MFlat
- VeriskVRSK300,982 shares · 0.6% of their software · price +$4.2M$93.2MFlat
- SailPointSAIL3,913,783 shares · 0.6% of their software · price +$16.1M$89.5M+$19.8M
- monday.comMNDY263,155 shares · 0.6% of their software · price +$18.8M$82.8M−$16.9M
- AsanaASAN5,574,796 shares · 0.5% of their software · price −$6.0M$75.3M−$48.9M
- SamsaraIOT1,762,989 shares · 0.5% of their software · price +$2.6M$70.1M+$14.0M
- Fair IsaacFICO38,097 shares · 0.5% of their software · price −$617K$69.6M+$3.5M
- ToastTOST1,513,742 shares · 0.4% of their software · price +$16.8M$67.0M+$15.4M
- WorkdayWDAY269,077 shares · 0.4% of their software · price +$1.7M$64.6M−$11.9M
- Fiserv, Inc.FISV302,242 shares · 0.3% of their software · price −$14.6M$52.1M−$119M
- AppLovinAPP148,012 shares · 0.3% of their software · price +$12.6M$51.8M−$132M
- SAPSAP162,140 shares · 0.3% of their software · price +$5.8M$49.3MNew · +$43.5M
- KlaviyoKVYO1,423,734 shares · 0.3% of their software · price +$4.7M$47.8M−$4.0M
- ACI WorldwideACIW1,007,512 shares · 0.3% of their software · price −$8.9M$46.3M+$1.9M
- VeevaVEEV144,705 shares · 0.3% of their software · price +$8.2M$41.7M+$15.5M
- QualysQLYS291,199 shares · 0.3% of their software · price +$4.9M$41.6MFlat
- Automatic Data Processing, Inc.ADP131,993 shares · 0.3% of their software$40.7M−$3.2M
- Sportradar Group AGSRAD1,305,654 shares · 0.2% of their software · price +$8.4M$36.7MNew · +$28.2M
- Agilysys, Inc.AGYS316,629 shares · 0.2% of their software · price +$13.3M$36.3M+$6.5M
- Shift4 Payments, Inc.FOUR361,282 shares · 0.2% of their software · price +$6.3M$35.8M+$27.0M
- Q2QTWO355,827 shares · 0.2% of their software · price +$4.8M$33.3M+$7.9M
- ProcorePCOR485,010 shares · 0.2% of their software · price +$1.2M$33.2M+$2.2M
- SynopsysSNPS60,311 shares · 0.2% of their software · price +$5.1M$30.9MFlat
- DuolingoDUOL68,183 shares · 0.2% of their software · price +$6.8M$28.0M+$16.1M
- TenableTENB795,141 shares · 0.2% of their software · price −$954K$26.9MFlat
- MongoDBMDB118,842 shares · 0.2% of their software · price +$4.1M$25.0M−$35.7M
- JFrogFROG557,198 shares · 0.2% of their software · price +$6.6M$24.4MFlat
- WaystarWAY586,571 shares · 0.2% of their software · price +$2.1M$24.0M+$21.2M
- DocuSignDOCU296,852 shares · 0.2% of their software · price −$1.0M$23.1M−$1.9M
- NetApp, Inc.NTAP216,908 shares · 0.2% of their software · price +$4.1M$23.1MFlat
- Strategy IncMSTR56,399 shares · 0.2% of their software · price +$6.5M$22.8M−$4.9M
- Intapp, Inc.INTA426,947 shares · 0.1% of their software · price −$2.9M$22.0M+$6.8M
- CadenceCDNS68,137 shares · 0.1% of their software · price +$3.7M$21.0M−$218M
- AutodeskADSK65,368 shares · 0.1% of their software · price +$3.1M$20.2M−$84.4M
- SS&CSSNC239,756 shares · 0.1% of their software$19.9M−$2.1M
- Paychex, Inc.PAYX126,417 shares · 0.1% of their software · price −$1.1M$18.4MFlat
- BroadridgeBR67,176 shares · 0.1% of their software$16.3MFlat
- VeriSign, Inc.VRSN54,116 shares · 0.1% of their software · price +$1.9M$15.6M+$7.3M
- Tyler TechnologiesTYL23,472 shares · 0.1% of their software$13.9MFlat
- Corpay, Inc.CPAY41,203 shares · 0.1% of their software · price −$696K$13.7MFlat
- GuidewireGWRE57,915 shares · 0.1% of their software · price +$2.8M$13.6M+$3.4M
- Core Scientific, Inc.CORZ791,092 shares · 0.1% of their software · price +$7.8M$13.5M+$5.4M
- Grab Holdings LimitedGRAB2,631,437 shares · 0.1% of their software · price +$1.3M$13.2M+$3.4M
- PaycomPAYC56,825 shares · 0.1% of their software · price +$734K$13.1M+$7.2M
- BoxBOX337,071 shares · 0.1% of their software · price +$1.1M$11.5M−$1.7M
- TwilioTWLO88,567 shares · 0.1% of their software · price +$2.3M$11.0M+$2.9M
- Bentley SystemsBSY191,009 shares · 0.1% of their software · price +$2.8M$10.3MFlat
- Block, Inc.XYZ151,358 shares · 0.1% of their software · price +$2.1M$10.3M−$99.5M
- FactSetFDS22,484 shares · 0.1% of their software$10.1M−$1.8M
- AvePointAVPT518,575 shares · 0.1% of their software · price +$2.5M$10.0MFlat
- DropboxDBX332,673 shares · 0.1% of their software · price +$629K$9.5M−$41.3M
- DoximityDOCS151,786 shares · 0.1% of their software · price +$502K$9.3M+$2.1M
- Euronet Worldwide, Inc.EEFT85,996 shares · 0.1% of their software$8.7MFlat
- Manhattan AssociatesMANH40,576 shares · 0.1% of their software · price +$991K$8.0M−$503K
- NutanixNTNX100,273 shares · 0.1% of their software · price +$665K$7.7M+$705K
- Lyft, Inc.LYFT433,424 shares · 0.0% of their software · price +$1.7M$6.8MFlat
- PTCPTC37,638 shares · 0.0% of their software · price +$655K$6.5M−$2.9M
- PaylocityPCTY35,457 shares · 0.0% of their software$6.4M−$1.7M
- VertexVERX176,013 shares · 0.0% of their software$6.2MFlat
- TrimbleTRMB80,961 shares · 0.0% of their software · price +$836K$6.2MFlat
- Amdocs LimitedDOX66,398 shares · 0.0% of their software$6.1M−$3.4M
- Clearwater AnalyticsCWAN258,354 shares · 0.0% of their software$5.7M—
- MorningstarMORN18,042 shares · 0.0% of their software$5.7M+$1.5M
- MagniteMGNI229,628 shares · 0.0% of their software · price +$2.9M$5.5MFlat
- Payoneer Global Inc.PAYO776,884 shares · 0.0% of their software$5.3MFlat
- A10 Networks, Inc.ATEN274,726 shares · 0.0% of their software · price +$827K$5.3MFlat
- YextYEXT608,520 shares · 0.0% of their software · price +$1.4M$5.2M+$663K
- Gen DigitalGEN175,395 shares · 0.0% of their software · price +$502K$5.2MFlat
- SPS CommerceSPSC37,028 shares · 0.0% of their software$5.0M−$919K
- UnityU173,666 shares · 0.0% of their software · price +$801K$4.2M+$1.8M
- PhreesiaPHR146,402 shares · 0.0% of their software$4.2MFlat
- ZoomZM50,357 shares · 0.0% of their software$3.9M−$1.5M
- Zeta GlobalZETA252,877 shares · 0.0% of their software$3.9MFlat
- SprinklrCXM461,129 shares · 0.0% of their software$3.9M+$727K
- Sabre CorporationSABR1,120,635 shares · 0.0% of their software$3.5M+$581K
- AkamaiAKAM41,894 shares · 0.0% of their software$3.3MFlat
- ShopifySHOP28,138 shares · 0.0% of their software · price +$559K$3.2MFlat
- CommvaultCVLT18,423 shares · 0.0% of their software$3.2MFlat
- PagSeguro Digital Ltd.PAGS325,919 shares · 0.0% of their software · price +$655K$3.1MFlat
- Grindr Inc.GRND134,574 shares · 0.0% of their software · price +$646K$3.1MFlat
- PagerDutyPD180,003 shares · 0.0% of their software · price −$538K$2.8MFlat
- GitLabGTLB57,100 shares · 0.0% of their software$2.6M−$17.7M
- AmplitudeAMPL185,020 shares · 0.0% of their software$2.3MFlat
- ePlus inc.PLUS31,401 shares · 0.0% of their software$2.3MFlat
- Alarm.com Holdings, Inc.ALRM39,288 shares · 0.0% of their software$2.2MFlat
- BILLBILL48,034 shares · 0.0% of their software$2.2MFlat
- LiveRamp Holdings, Inc.RAMP66,629 shares · 0.0% of their software$2.2MFlat
- AppFolioAPPF9,551 shares · 0.0% of their software$2.2MFlat
- 8x8EGHT1,073,136 shares · 0.0% of their software$2.1M—
- Calix, Inc.CALX38,036 shares · 0.0% of their software · price +$675K$2.0MFlat
- ZoomInfoZI195,690 shares · 0.0% of their software$2.0M—
- InterDigital, Inc.IDCC7,978 shares · 0.0% of their software$1.8MFlat
- NetScout Systems, Inc.NTCT71,084 shares · 0.0% of their software$1.8MFlat
- WixWIX8,180 shares · 0.0% of their software$1.3MFlat
- PDF Solutions, Inc.PDFS58,395 shares · 0.0% of their software$1.2MFlat
- DoubleVerifyDV80,975 shares · 0.0% of their software$1.2M+$517K
- Donnelley Financial Solutions, Inc.DFIN19,483 shares · 0.0% of their software$1.2MFlat
- Clear Secure, Inc.YOU42,652 shares · 0.0% of their software$1.2M−$801K
- SoundHound AI, Inc.SOUN101,367 shares · 0.0% of their software$1.1MFlat
- StoneCo Ltd.STNE67,133 shares · 0.0% of their software$1.1M−$2.3M
- PegasystemsPEGA19,018 shares · 0.0% of their software$1.0MFlat
- AlkamiALKT34,145 shares · 0.0% of their software$1.0MFlat
- RingCentralRNG34,783 shares · 0.0% of their software$986KFlat
- WorkivaWK13,808 shares · 0.0% of their software$945KFlat
- Upbound Group, Inc.UPBD36,170 shares · 0.0% of their software$908KFlat
- BlackLineBL14,883 shares · 0.0% of their software$843KFlat
- FreshworksFRSH56,223 shares · 0.0% of their software$838KFlat
- Remitly Global, Inc.RELY42,285 shares · 0.0% of their software$794KFlat
- PAR Technology CorporationPAR10,968 shares · 0.0% of their software$761KFlat
- ProgressPRGS11,863 shares · 0.0% of their software$757KFlat
- BlackbaudBLKB10,866 shares · 0.0% of their software$698KFlat
- WEX Inc.WEX4,683 shares · 0.0% of their software$688KFlat
- Dave Inc.DAVE2,530 shares · 0.0% of their software$679KNew · Flat
- Ribbon Communications Inc.RBBN165,458 shares · 0.0% of their software$663KFlat
- Pagaya Technologies Ltd.PGY30,799 shares · 0.0% of their software$657KFlat
- EVERTEC, Inc.EVTC18,158 shares · 0.0% of their software$655KFlat
- Alight, Inc.ALIT114,417 shares · 0.0% of their software$648KFlat
- Bandwidth Inc.BAND40,416 shares · 0.0% of their software$643KFlat
- Ooma, Inc.OOMA49,397 shares · 0.0% of their software$637KFlat
- Adeia Inc.ADEA44,631 shares · 0.0% of their software$631KFlat
- UiPathPATH48,662 shares · 0.0% of their software$623K−$1.6M
- BrazeBRZE20,683 shares · 0.0% of their software$581KFlat
- NCR Atleos CorporationNATL20,017 shares · 0.0% of their software$571KFlat
- CCC Intelligent Solutions Holdings Inc.CCC57,844 shares · 0.0% of their software$544KFlat
- Five9FIVN20,555 shares · 0.0% of their software$544KFlat
- SemrushSEMR58,162 shares · 0.0% of their software$526K—
- DigitalOceanDOCN17,865 shares · 0.0% of their software$510KFlat
- nCinoNCNO16,743 shares · 0.0% of their software$468KFlat
- Thryv Holdings, Inc.THRY36,741 shares · 0.0% of their software$447KFlat
- Rapid7RPD17,242 shares · 0.0% of their software$399KFlat
- TeradataTDC17,571 shares · 0.0% of their software$392K−$947K
- Diebold Nixdorf, IncorporatedDBD7,022 shares · 0.0% of their software$389KFlat
- FlywireFLYW33,206 shares · 0.0% of their software$389KFlat
- NextNav Inc.NN24,450 shares · 0.0% of their software$372KFlat
- GigaCloud Technology Inc.GCT17,489 shares · 0.0% of their software$346KFlat
- AppianAPPN11,108 shares · 0.0% of their software$332KFlat
- CourseraCOUR37,852 shares · 0.0% of their software$332KFlat
- Aeva Technologies, Inc.AEVA8,431 shares · 0.0% of their software$319KNew · Flat
- SchrödingerSDGR15,343 shares · 0.0% of their software$309KFlat
- Sprout SocialSPT13,761 shares · 0.0% of their software$288KFlat
- Life360, Inc.LIF4,350 shares · 0.0% of their software$284KNew · Flat
- Bitdeer Technologies GroupBTDR24,601 shares · 0.0% of their software$282KNew · Flat
- FastlyFSLY37,398 shares · 0.0% of their software$264KFlat
- Blend Labs, Inc.BLND60,608 shares · 0.0% of their software$200KFlat
- OneSpan Inc.OSPN10,960 shares · 0.0% of their software$183KFlat
- N-ableNABL21,380 shares · 0.0% of their software$173KFlat
- Digital TurbineAPPS27,928 shares · 0.0% of their software$165KFlat
- CertaraCERT13,544 shares · 0.0% of their software$158KFlat
- PubMaticPUBM12,029 shares · 0.0% of their software$150KFlat
- PowerFleet, Inc.AIOT34,310 shares · 0.0% of their software$148KFlat
- Mitek Systems, Inc.MITK12,977 shares · 0.0% of their software$128KFlat
- Repay Holdings CorporationRPAY26,021 shares · 0.0% of their software$125KFlat
- Cerence Inc.CRNC12,127 shares · 0.0% of their software$124KFlat
- VTEXVTEX16,346 shares · 0.0% of their software$108KNew · Flat
- Xperi Inc.XPER13,065 shares · 0.0% of their software$103KFlat
- Commerce.com, Inc.CMRC20,572 shares · 0.0% of their software$103KFlat
- BackblazeBLZE15,631 shares · 0.0% of their software$86KFlat
- Health CatalystHCAT22,128 shares · 0.0% of their software$83KFlat
- Rezolve AI PLCRZLV25,253 shares · 0.0% of their software$78KNew · Flat
- Paysign, Inc.PAYS10,007 shares · 0.0% of their software$72KNew · Flat
- Rimini Street, Inc.RMNI15,796 shares · 0.0% of their software$60KFlat
- Kaltura, Inc.KLTR29,375 shares · 0.0% of their software$59KFlat
- Definitive HealthcareDH13,542 shares · 0.0% of their software$53KFlat
- Telos CorporationTLS15,806 shares · 0.0% of their software$50KFlat
- Expensify, Inc.EXFY17,862 shares · 0.0% of their software$46KNew · Flat