Generalist · Atlanta, GA
Voya Investment Management
Q3 2025 · compared with Q2 2025
Filed as Voya Investment Management LLC
- Software
- $15.3B
- Weight of 13F
- 17.1%
- Names
- 195
- Net bought
- −$228M
Filed 9 October 2025 · SEC filing.
2,352 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
- MicrosoftMSFT10,502,622 shares · 35.6% of their software · price +$216M$5.4B+$63.7M
- OracleORCL3,860,396 shares · 7.1% of their software · price +$242M$1.1B−$44.3M
- CrowdStrikeCRWD1,160,496 shares · 3.7% of their software · price −$22.0M$569M+$52.6M
- ServiceNowNOW586,795 shares · 3.5% of their software · price −$63.3M$539M−$85.4M
- PalantirPLTR2,763,364 shares · 3.3% of their software · price +$127M$504M−$132M
- CloudflareNET2,247,545 shares · 3.2% of their software · price +$42.2M$482M−$77.1M
- SnowflakeSNOW1,721,939 shares · 2.5% of their software · price +$3.1M$388M+$29.6M
- AppLovinAPP496,560 shares · 2.3% of their software · price +$183M$357M+$122M
- DatadogDDOG2,462,310 shares · 2.3% of their software · price +$19.9M$351M−$3.6M
- Palo Alto NetworksPANW1,572,908 shares · 2.1% of their software · price −$1.6M$320M−$8.3M
- Rubrik, Inc.RBRK3,569,026 shares · 1.9% of their software · price −$26.2M$294M+$48.7M
- ZscalerZS897,246 shares · 1.8% of their software · price −$12.8M$269M−$6.7M
- IntuitINTU378,576 shares · 1.7% of their software · price −$39.6M$258M+$50.9M
- CadenceCDNS691,071 shares · 1.6% of their software · price +$29.8M$243M+$192M
- SalesforceCRM965,755 shares · 1.5% of their software · price −$34.5M$229M−$119M
- MongoDBMDB716,779 shares · 1.5% of their software · price +$72.0M$222M+$126M
- VaronisVRNS3,312,126 shares · 1.2% of their software · price +$22.3M$190MFlat
- AtlassianTEAM1,106,996 shares · 1.2% of their software · price −$48.0M$177M−$104M
- F5, Inc.FFIV488,413 shares · 1.0% of their software · price +$14.1M$158M+$19.6M
- CoStarCSGP1,846,286 shares · 1.0% of their software · price +$7.3M$156M+$49.4M
- Uber Technologies, Inc.UBER1,561,762 shares · 1.0% of their software · price +$7.3M$152M+$47.2M
- ElasticESTC1,781,925 shares · 1.0% of their software$151M+$6.7M
- FortinetFTNT1,625,176 shares · 0.9% of their software · price −$35.2M$137M−$2.8M
- BlackBerry LimitedBB26,461,829 shares · 0.8% of their software · price +$7.9M$129MFlat
- SentinelOneS6,940,627 shares · 0.8% of their software · price −$4.7M$122M−$1.4M
- OktaOKTA1,318,346 shares · 0.8% of their software · price −$10.9M$121M−$30.5M
- Check PointCHKP569,863 shares · 0.8% of their software · price −$8.2M$118M+$3.7M
- DoximityDOCS1,567,668 shares · 0.7% of their software · price +$18.5M$114M+$86.9M
- CoreWeave, Inc.CRWV807,904 shares · 0.7% of their software · price −$21.2M$111MNew · +$132M
- SamsaraIOT2,906,747 shares · 0.7% of their software · price −$7.4M$108M+$45.5M
- AdobeADBE293,442 shares · 0.7% of their software · price −$10.0M$104M+$16.4M
- SailPointSAIL4,309,070 shares · 0.6% of their software · price −$3.4M$95.1M+$9.0M
- DynatraceDT1,933,848 shares · 0.6% of their software · price −$13.1M$93.7M−$4.0M
- TwilioTWLO755,015 shares · 0.5% of their software · price −$18.3M$75.6M+$82.9M
- AsanaASAN4,923,447 shares · 0.4% of their software · price −$689K$65.8M−$8.8M
- VeriskVRSK229,656 shares · 0.4% of their software · price −$13.8M$57.8M−$22.2M
- ToastTOST1,489,723 shares · 0.4% of their software · price −$11.6M$54.4M−$1.1M
- WaystarWAY1,426,330 shares · 0.4% of their software · price −$4.2M$54.1M+$34.3M
- monday.comMNDY277,445 shares · 0.4% of their software · price −$33.5M$53.7M+$4.5M
- ACI WorldwideACIW1,004,646 shares · 0.3% of their software · price +$6.9M$53.0MFlat
- VeevaVEEV171,193 shares · 0.3% of their software · price +$1.7M$51.0M+$7.6M
- JFrogFROG1,057,257 shares · 0.3% of their software · price +$3.6M$50.0M+$21.9M
- Sportradar Group AGSRAD1,548,353 shares · 0.3% of their software · price −$1.8M$41.7M+$6.8M
- KlaviyoKVYO1,418,457 shares · 0.3% of their software · price −$8.4M$39.3MFlat
- SynopsysSNPS77,298 shares · 0.2% of their software · price −$1.5M$38.1M+$8.7M
- QualysQLYS287,618 shares · 0.2% of their software · price −$3.0M$38.1M−$512K
- HubSpotHUBS80,631 shares · 0.2% of their software · price −$7.2M$37.7M−$71.7M
- Roper Technologies, Inc.ROP75,169 shares · 0.2% of their software · price −$5.1M$37.5M−$124M
- Netskope, Inc.NTSK1,584,509 shares · 0.2% of their software$36.0MNew · +$36.0M
- Automatic Data Processing, Inc.ADP115,905 shares · 0.2% of their software · price −$1.7M$34.0M−$5.0M
- Agilysys, Inc.AGYS315,495 shares · 0.2% of their software · price −$3.0M$33.2MFlat
- ProcorePCOR445,637 shares · 0.2% of their software · price +$2.0M$32.5M−$2.7M
- TenableTENB1,111,531 shares · 0.2% of their software · price −$5.1M$32.4M+$10.7M
- SAPSAP118,541 shares · 0.2% of their software · price −$4.4M$31.7M−$13.3M
- Dave Inc.DAVE144,285 shares · 0.2% of their software · price −$10.0M$28.8M+$38.0M
- WorkdayWDAY110,719 shares · 0.2% of their software$26.7M−$38.0M
- GoDaddyGDDY165,858 shares · 0.1% of their software · price −$7.2M$22.7M−$157M
- ServiceTitanTTAN219,747 shares · 0.1% of their software · price −$1.4M$22.2MNew · +$23.6M
- Grab Holdings LimitedGRAB3,569,961 shares · 0.1% of their software · price +$3.5M$21.5M+$4.7M
- Fair IsaacFICO14,041 shares · 0.1% of their software · price −$4.7M$21.0M−$44.0M
- SS&CSSNC227,249 shares · 0.1% of their software · price +$1.4M$20.2M−$1.0M
- AutodeskADSK56,186 shares · 0.1% of their software$17.8M−$2.8M
- NetApp, Inc.NTAP148,169 shares · 0.1% of their software · price +$1.8M$17.6M−$7.3M
- DocuSignDOCU228,744 shares · 0.1% of their software · price −$1.3M$16.5M−$5.3M
- The Trade DeskTTD282,695 shares · 0.1% of their software · price −$6.5M$13.9M−$143M
- GuidewireGWRE56,333 shares · 0.1% of their software$12.9MFlat
- BroadridgeBR54,341 shares · 0.1% of their software$12.9M−$3.1M
- Block, Inc.XYZ178,911 shares · 0.1% of their software · price +$776K$12.9M+$1.9M
- Fiserv, Inc.FISV95,321 shares · 0.1% of their software · price −$4.1M$12.3M−$35.7M
- VeriSign, Inc.VRSN42,529 shares · 0.1% of their software$11.9M−$3.3M
- NutanixNTNX156,668 shares · 0.1% of their software$11.7M+$4.3M
- Paychex, Inc.PAYX72,493 shares · 0.1% of their software · price −$1.4M$9.2M−$7.8M
- BoxBOX279,241 shares · 0.1% of their software · price −$531K$9.0M−$2.0M
- PaycomPAYC42,793 shares · 0.1% of their software · price −$995K$8.9M−$3.2M
- Core Scientific, Inc.CORZ472,816 shares · 0.1% of their software$8.5M−$5.4M
- DropboxDBX238,730 shares · 0.0% of their software$7.2M−$2.7M
- Euronet Worldwide, Inc.EEFT73,866 shares · 0.0% of their software · price −$1.0M$6.5M−$1.2M
- AvePointAVPT427,833 shares · 0.0% of their software · price −$1.8M$6.4M−$1.8M
- Bentley SystemsBSY119,795 shares · 0.0% of their software$6.2M−$3.8M
- Lyft, Inc.LYFT269,445 shares · 0.0% of their software · price +$1.7M$5.9M−$2.6M
- Payoneer Global Inc.PAYO941,420 shares · 0.0% of their software · price −$753K$5.7M+$1.1M
- FactSetFDS18,889 shares · 0.0% of their software · price −$3.0M$5.4M−$1.6M
- TrimbleTRMB65,323 shares · 0.0% of their software$5.3M−$1.2M
- Tyler TechnologiesTYL10,089 shares · 0.0% of their software · price −$703K$5.3M−$7.9M
- PTCPTC25,770 shares · 0.0% of their software · price +$791K$5.2M−$2.0M
- Corpay, Inc.CPAY16,506 shares · 0.0% of their software · price −$722K$4.8M−$8.2M
- A10 Networks, Inc.ATEN248,468 shares · 0.0% of their software$4.5M−$508K
- DuolingoDUOL14,006 shares · 0.0% of their software · price −$1.2M$4.5M−$22.2M
- Zeta GlobalZETA217,505 shares · 0.0% of their software · price +$953K$4.3M−$548K
- MagniteMGNI188,092 shares · 0.0% of their software$4.1M−$1.0M
- YextYEXT463,880 shares · 0.0% of their software$4.0M−$1.2M
- Clearwater AnalyticsCWAN213,651 shares · 0.0% of their software$3.8M—
- Intapp, Inc.INTA89,846 shares · 0.0% of their software · price −$963K$3.7M−$17.4M
- Grindr Inc.GRND243,824 shares · 0.0% of their software · price −$1.9M$3.7M+$2.5M
- PaylocityPCTY22,864 shares · 0.0% of their software · price −$501K$3.6M−$2.3M
- Manhattan AssociatesMANH17,733 shares · 0.0% of their software$3.6M−$4.5M
- AmplitudeAMPL332,780 shares · 0.0% of their software · price −$559K$3.6M+$1.8M
- VertexVERX142,975 shares · 0.0% of their software · price −$1.5M$3.5M−$1.2M
- Gen DigitalGEN123,145 shares · 0.0% of their software$3.5M−$1.5M
- Figma, Inc.FIG65,771 shares · 0.0% of their software$3.4MNew · +$3.4M
- Strategy IncMSTR9,663 shares · 0.0% of their software · price −$793K$3.1M−$18.9M
- PhreesiaPHR131,867 shares · 0.0% of their software · price −$651K$3.1MFlat
- ZoomZM37,016 shares · 0.0% of their software$3.1M−$1.0M
- MorningstarMORN11,965 shares · 0.0% of their software · price −$980K$2.8M−$1.9M
- SPS CommerceSPSC26,604 shares · 0.0% of their software · price −$850K$2.8M−$1.4M
- Cerence Inc.CRNC222,228 shares · 0.0% of their software · price +$500K$2.8M+$2.1M
- PagSeguro Digital Ltd.PAGS276,347 shares · 0.0% of their software$2.8MFlat
- SprinklrCXM336,709 shares · 0.0% of their software$2.6M−$1.1M
- PagerDutyPD157,010 shares · 0.0% of their software$2.6MFlat
- InterDigital, Inc.IDCC7,335 shares · 0.0% of their software · price +$888K$2.5MFlat
- CommvaultCVLT13,130 shares · 0.0% of their software$2.5M−$923K
- ShopifySHOP16,274 shares · 0.0% of their software · price +$541K$2.4M−$1.4M
- AkamaiAKAM31,796 shares · 0.0% of their software$2.4M−$805K
- Bitdeer Technologies GroupBTDR128,331 shares · 0.0% of their software · price +$720K$2.2M+$1.2M
- Calix, Inc.CALX34,996 shares · 0.0% of their software$2.1MFlat
- Shift4 Payments, Inc.FOUR27,217 shares · 0.0% of their software · price −$591K$2.1M−$33.1M
- BILLBILL37,452 shares · 0.0% of their software$2.0MFlat
- ZoomInfoZI177,034 shares · 0.0% of their software$1.9M—
- ePlus inc.PLUS27,186 shares · 0.0% of their software$1.9MFlat
- 8x8EGHT882,083 shares · 0.0% of their software$1.9M—
- Alarm.com Holdings, Inc.ALRM33,136 shares · 0.0% of their software$1.8MFlat
- Q2QTWO23,395 shares · 0.0% of their software$1.7M−$31.1M
- LiveRamp Holdings, Inc.RAMP59,182 shares · 0.0% of their software$1.6MFlat
- UnityU39,750 shares · 0.0% of their software · price +$630K$1.6M−$3.2M
- NetScout Systems, Inc.NTCT60,871 shares · 0.0% of their software$1.6MFlat
- BullishBLSH22,280 shares · 0.0% of their software$1.4MNew · +$1.4M
- PDF Solutions, Inc.PDFS51,894 shares · 0.0% of their software$1.3MFlat
- Amdocs LimitedDOX14,972 shares · 0.0% of their software$1.2M−$4.7M
- WixWIX6,772 shares · 0.0% of their software$1.2MFlat
- Clear Secure, Inc.YOU33,320 shares · 0.0% of their software$1.1MFlat
- SoundHound AI, Inc.SOUN67,549 shares · 0.0% of their software$1.1MFlat
- Adeia Inc.ADEA54,961 shares · 0.0% of their software$923KFlat
- StoneCo Ltd.STNE44,773 shares · 0.0% of their software$847KFlat
- WorkivaWK9,191 shares · 0.0% of their software$791KFlat
- Sabre CorporationSABR412,954 shares · 0.0% of their software · price −$549K$756K−$2.2M
- Upbound Group, Inc.UPBD29,563 shares · 0.0% of their software$699KFlat
- AppFolioAPPF2,380 shares · 0.0% of their software$656K−$1.7M
- DoubleVerifyDV54,637 shares · 0.0% of their software$655KFlat
- GitLabGTLB14,370 shares · 0.0% of their software$648K−$1.9M
- Bandwidth Inc.BAND35,753 shares · 0.0% of their software$596KFlat
- Ooma, Inc.OOMA48,382 shares · 0.0% of their software$580KFlat
- Ribbon Communications Inc.RBBN146,942 shares · 0.0% of their software$558KFlat
- NCR Atleos CorporationNATL13,422 shares · 0.0% of their software$528KFlat
- Commerce.com, Inc.CMRC103,461 shares · 0.0% of their software$516KFlat
- BlackLineBL9,629 shares · 0.0% of their software$511KFlat
- PubMaticPUBM59,066 shares · 0.0% of their software$489K+$585K
- Remitly Global, Inc.RELY28,266 shares · 0.0% of their software$461KFlat
- PegasystemsPEGA7,940 shares · 0.0% of their software$457K−$600K
- WEX Inc.WEX2,886 shares · 0.0% of their software$455KFlat
- BlackbaudBLKB7,024 shares · 0.0% of their software$452KFlat
- UiPathPATH33,387 shares · 0.0% of their software$447KFlat
- FreshworksFRSH36,781 shares · 0.0% of their software$433KFlat
- CCC Intelligent Solutions Holdings Inc.CCC45,450 shares · 0.0% of their software$414KFlat
- Pagaya Technologies Ltd.PGY13,831 shares · 0.0% of their software$411KFlat
- Ibotta, Inc.IBTA14,703 shares · 0.0% of their software$409KNew · +$538K
- EVERTEC, Inc.EVTC11,968 shares · 0.0% of their software$404KFlat
- GigaCloud Technology Inc.GCT14,171 shares · 0.0% of their software$402KFlat
- DigitalOceanDOCN11,710 shares · 0.0% of their software$400KFlat
- AppianAPPN13,048 shares · 0.0% of their software$399KFlat
- BrazeBRZE13,805 shares · 0.0% of their software$393KFlat
- C3.aiAI21,779 shares · 0.0% of their software$378K−$95.7M
- SemrushSEMR50,887 shares · 0.0% of their software$360K—
- Bakkt, Inc.BKKT10,688 shares · 0.0% of their software$360KNew · Flat
- ProgressPRGS7,725 shares · 0.0% of their software$339KFlat
- Five9FIVN13,726 shares · 0.0% of their software$332KFlat
- AlkamiALKT12,298 shares · 0.0% of their software$305K−$658K
- Life360, Inc.LIF2,866 shares · 0.0% of their software$305KFlat
- CourseraCOUR25,249 shares · 0.0% of their software$296KFlat
- FlywireFLYW21,479 shares · 0.0% of their software$291KFlat
- PAR Technology CorporationPAR7,258 shares · 0.0% of their software$287KFlat
- Diebold Nixdorf, IncorporatedDBD4,574 shares · 0.0% of their software$261KFlat
- Donnelley Financial Solutions, Inc.DFIN4,931 shares · 0.0% of their software$254K−$897K
- Alight, Inc.ALIT77,733 shares · 0.0% of their software$253KFlat
- nCinoNCNO9,223 shares · 0.0% of their software$250KFlat
- RingCentralRNG8,663 shares · 0.0% of their software$246K−$741K
- Thryv Holdings, Inc.THRY20,330 shares · 0.0% of their software$245KFlat
- NextNav Inc.NN16,085 shares · 0.0% of their software$230KFlat
- Rapid7RPD11,844 shares · 0.0% of their software$222KFlat
- FastlyFSLY25,561 shares · 0.0% of their software$219KFlat
- SchrödingerSDGR10,401 shares · 0.0% of their software$209KFlat
- Blend Labs, Inc.BLND39,646 shares · 0.0% of their software$145KFlat
- Rezolve AI PLCRZLV26,281 shares · 0.0% of their software$131KFlat
- Sprout SocialSPT10,059 shares · 0.0% of their software$130KFlat
- CertaraCERT10,057 shares · 0.0% of their software$123KFlat
- PowerFleet, Inc.AIOT23,267 shares · 0.0% of their software$122KFlat
- Digital TurbineAPPS18,806 shares · 0.0% of their software$120KFlat
- N-ableNABL14,120 shares · 0.0% of their software$110KFlat
- BackblazeBLZE10,555 shares · 0.0% of their software$98KFlat
- Repay Holdings CorporationRPAY17,084 shares · 0.0% of their software$89KFlat
- Telos CorporationTLS10,546 shares · 0.0% of their software$72KFlat
- VTEXVTEX10,620 shares · 0.0% of their software$47KFlat
- Blaize Holdings, Inc.BZAI12,632 shares · 0.0% of their software$44KNew · Flat
- Health CatalystHCAT12,901 shares · 0.0% of their software$37KFlat
- Kaltura, Inc.KLTR16,941 shares · 0.0% of their software$24KFlat
- Expensify, Inc.EXFY12,539 shares · 0.0% of their software$23KFlat