Generalist · Atlanta, GA
Voya Investment Management
Q4 2025 · compared with Q3 2025
Filed as Voya Investment Management LLC
- Software
- $12.3B
- Weight of 13F
- 13.7%
- Names
- 189
- Net bought
- −$1.2B
Filed 12 February 2026 · SEC filing.
2,327 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
- MicrosoftMSFT9,819,536 shares · 38.6% of their software · price −$337M$4.7B−$354M
- CrowdStrikeCRWD1,244,709 shares · 4.7% of their software · price −$26.9M$583M+$41.3M
- PalantirPLTR3,177,499 shares · 4.6% of their software · price −$14.8M$564M+$75.5M
- CloudflareNET2,294,562 shares · 3.7% of their software · price −$40.0M$452M+$10.1M
- SnowflakeSNOW1,816,398 shares · 3.2% of their software · price −$11.2M$398M+$21.3M
- IntuitINTU559,389 shares · 3.0% of their software · price −$11.5M$370M+$123M
- AppLovinAPP473,952 shares · 2.6% of their software · price −$21.2M$319M−$16.2M
- Palo Alto NetworksPANW1,711,737 shares · 2.6% of their software · price −$33.2M$315M+$28.3M
- Rubrik, Inc.RBRK3,829,644 shares · 2.4% of their software · price −$22.1M$293M+$21.4M
- MongoDBMDB595,910 shares · 2.0% of their software · price +$65.1M$250M−$37.5M
- DatadogDDOG1,754,112 shares · 1.9% of their software · price −$11.2M$239M−$101M
- ShopifySHOP1,392,374 shares · 1.8% of their software · price +$17.2M$224M+$205M
- SalesforceCRM827,399 shares · 1.8% of their software · price +$23.1M$219M−$32.8M
- ZscalerZS950,885 shares · 1.7% of their software · price −$71.1M$214M+$16.1M
- CadenceCDNS592,301 shares · 1.5% of their software · price −$22.9M$185M−$34.7M
- OracleORCL878,808 shares · 1.4% of their software · price −$75.9M$171M−$839M
- ServiceNowNOW1,115,851 shares · 1.4% of their software · price −$856M$171M+$487M
- Uber Technologies, Inc.UBER1,674,928 shares · 1.1% of their software · price −$27.2M$136M+$11.1M
- FortinetFTNT1,604,757 shares · 1.0% of their software · price −$7.5M$127M−$1.7M
- OktaOKTA1,409,068 shares · 1.0% of their software · price −$7.4M$122M+$8.3M
- SamsaraIOT3,377,886 shares · 1.0% of their software · price −$6.1M$120M+$17.5M
- VaronisVRNS3,471,503 shares · 0.9% of their software · price −$85.6M$114M+$9.2M
- F5, Inc.FFIV444,574 shares · 0.9% of their software · price −$30.2M$113M−$14.2M
- SailPointSAIL5,319,773 shares · 0.9% of their software · price −$9.8M$108M+$22.3M
- TwilioTWLO721,441 shares · 0.8% of their software · price +$30.4M$103M−$3.4M
- Check PointCHKP544,575 shares · 0.8% of their software · price −$11.6M$101M−$5.2M
- BlackBerry LimitedBB26,175,909 shares · 0.8% of their software · price −$28.5M$99.2M−$1.4M
- ElasticESTC1,279,807 shares · 0.8% of their software · price −$11.6M$96.5M−$42.4M
- SentinelOneS6,147,916 shares · 0.8% of their software · price −$16.0M$92.2M−$14.0M
- DoximityDOCS1,908,738 shares · 0.7% of their software · price −$55.1M$84.2M+$24.9M
- AsanaASAN4,838,382 shares · 0.5% of their software · price +$1.7M$66.3M−$1.1M
- DynatraceDT1,463,983 shares · 0.5% of their software · price −$7.5M$63.4M−$22.8M
- WaystarWAY1,605,830 shares · 0.4% of their software · price −$8.3M$52.6M+$6.8M
- AdobeADBE135,282 shares · 0.4% of their software$47.3M−$55.8M
- ACI WorldwideACIW938,431 shares · 0.4% of their software · price −$4.7M$44.9M−$3.5M
- Netskope, Inc.NTSK2,347,653 shares · 0.3% of their software · price −$12.2M$41.2M+$17.3M
- KlaviyoKVYO1,258,320 shares · 0.3% of their software · price +$6.0M$40.9M−$4.4M
- QualysQLYS289,872 shares · 0.3% of their software$38.5MFlat
- JFrogFROG574,028 shares · 0.3% of their software · price +$8.7M$35.9M−$22.9M
- VeevaVEEV153,605 shares · 0.3% of their software · price −$11.5M$34.3M−$5.2M
- Roper Technologies, Inc.ROP76,043 shares · 0.3% of their software · price −$4.1M$33.8MFlat
- HubSpotHUBS77,397 shares · 0.3% of their software · price −$5.1M$31.1M−$1.5M
- VeriskVRSK135,431 shares · 0.2% of their software · price −$3.8M$30.3M−$23.7M
- Automatic Data Processing, Inc.ADP111,066 shares · 0.2% of their software · price −$4.0M$28.6M−$1.4M
- ProcorePCOR376,092 shares · 0.2% of their software$27.4M−$5.1M
- TenableTENB1,099,656 shares · 0.2% of their software · price −$6.2M$25.9MFlat
- Agilysys, Inc.AGYS216,236 shares · 0.2% of their software · price +$2.9M$25.7M−$10.4M
- ServiceTitanTTAN219,614 shares · 0.2% of their software · price +$1.2M$23.4MFlat
- Fair IsaacFICO13,431 shares · 0.2% of their software · price +$2.6M$22.7M−$913K
- Dave Inc.DAVE101,848 shares · 0.2% of their software · price +$2.2M$22.6M−$8.5M
- WorkdayWDAY102,414 shares · 0.2% of their software · price −$2.7M$22.0M−$2.0M
- ToastTOST527,495 shares · 0.2% of their software · price −$527K$18.7M−$35.1M
- SynopsysSNPS35,687 shares · 0.1% of their software · price −$845K$16.8M−$20.5M
- AutodeskADSK55,821 shares · 0.1% of their software · price −$1.2M$16.5MFlat
- NetApp, Inc.NTAP145,052 shares · 0.1% of their software · price −$1.6M$15.5MFlat
- Grab Holdings LimitedGRAB2,740,328 shares · 0.1% of their software · price −$2.8M$13.7M−$5.0M
- Block, Inc.XYZ206,000 shares · 0.1% of their software · price −$1.5M$13.4M+$2.0M
- SS&CSSNC143,205 shares · 0.1% of their software$12.5M−$7.5M
- BroadridgeBR55,007 shares · 0.1% of their software · price −$825K$12.3MFlat
- Core Scientific, Inc.CORZ780,831 shares · 0.1% of their software · price −$2.6M$11.4M+$5.5M
- FastlyFSLY1,019,371 shares · 0.1% of their software · price +$1.7M$10.4M+$8.5M
- VeriSign, Inc.VRSN40,206 shares · 0.1% of their software · price −$1.5M$9.8M−$649K
- PaycomPAYC59,764 shares · 0.1% of their software · price −$2.9M$9.5M+$3.5M
- NutanixNTNX177,097 shares · 0.1% of their software · price −$4.0M$9.2M+$1.5M
- Paychex, Inc.PAYX66,467 shares · 0.1% of their software · price −$969K$7.5M−$764K
- BoxBOX241,944 shares · 0.1% of their software · price −$571K$7.2M−$1.2M
- Figma, Inc.FIG193,395 shares · 0.1% of their software · price −$2.8M$7.2M+$6.6M
- DocuSignDOCU103,164 shares · 0.1% of their software$7.1M−$9.1M
- AkamaiAKAM74,899 shares · 0.1% of their software · price +$861K$6.5M+$3.3M
- Payoneer Global Inc.PAYO1,149,014 shares · 0.1% of their software$6.5M+$1.3M
- Fiserv, Inc.FISV91,816 shares · 0.1% of their software · price −$5.7M$6.2MFlat
- CoStarCSGP84,683 shares · 0.0% of their software · price −$1.5M$5.7M−$149M
- AvePointAVPT406,539 shares · 0.0% of their software$5.6MFlat
- Bitdeer Technologies GroupBTDR497,480 shares · 0.0% of their software · price −$2.9M$5.6M+$6.3M
- DropboxDBX197,399 shares · 0.0% of their software$5.5M−$1.2M
- GoDaddyGDDY43,600 shares · 0.0% of their software · price −$556K$5.4M−$16.7M
- FactSetFDS16,997 shares · 0.0% of their software$4.9M−$542K
- TrimbleTRMB60,170 shares · 0.0% of their software$4.7MFlat
- Corpay, Inc.CPAY15,341 shares · 0.0% of their software$4.6MFlat
- Lyft, Inc.LYFT230,399 shares · 0.0% of their software · price −$608K$4.5M−$859K
- monday.comMNDY29,659 shares · 0.0% of their software · price −$1.4M$4.4M−$48.0M
- Tyler TechnologiesTYL9,380 shares · 0.0% of their software · price −$649K$4.3MFlat
- PTCPTC24,005 shares · 0.0% of their software · price −$692K$4.2MFlat
- GuidewireGWRE20,510 shares · 0.0% of their software · price −$592K$4.1M−$8.2M
- AmplitudeAMPL355,659 shares · 0.0% of their software$4.1MFlat
- YextYEXT494,239 shares · 0.0% of their software$4.0MFlat
- Zeta GlobalZETA190,592 shares · 0.0% of their software$3.9M−$535K
- A10 Networks, Inc.ATEN217,066 shares · 0.0% of their software$3.8M−$570K
- The Trade DeskTTD98,367 shares · 0.0% of their software · price −$1.1M$3.7M−$9.0M
- PaylocityPCTY24,399 shares · 0.0% of their software$3.7MFlat
- MagniteMGNI220,440 shares · 0.0% of their software · price −$1.2M$3.6M+$705K
- AtlassianTEAM18,850 shares · 0.0% of their software$3.1M−$174M
- Gen DigitalGEN111,943 shares · 0.0% of their software$3.0MFlat
- BullishBLSH79,939 shares · 0.0% of their software · price −$2.1M$3.0M+$3.7M
- Manhattan AssociatesMANH17,119 shares · 0.0% of their software · price −$542K$3.0MFlat
- SprinklrCXM363,966 shares · 0.0% of their software$2.8MFlat
- DuolingoDUOL16,079 shares · 0.0% of their software · price −$2.4M$2.8M+$667K
- Grindr Inc.GRND205,687 shares · 0.0% of their software$2.8M−$573K
- ZoomZM30,593 shares · 0.0% of their software$2.6M−$530K
- Bentley SystemsBSY67,366 shares · 0.0% of their software · price −$897K$2.6M−$2.7M
- MorningstarMORN11,686 shares · 0.0% of their software$2.5MFlat
- VertexVERX125,919 shares · 0.0% of their software · price −$607K$2.5MFlat
- Clearwater AnalyticsCWAN101,543 shares · 0.0% of their software$2.4M—
- Q2QTWO33,898 shares · 0.0% of their software$2.4M+$760K
- ePlus inc.PLUS27,606 shares · 0.0% of their software$2.4MFlat
- PagSeguro Digital Ltd.PAGS242,152 shares · 0.0% of their software$2.3MFlat
- InterDigital, Inc.IDCC7,310 shares · 0.0% of their software$2.3MFlat
- Euronet Worldwide, Inc.EEFT29,612 shares · 0.0% of their software$2.3M−$3.9M
- Calix, Inc.CALX39,218 shares · 0.0% of their software$2.1MFlat
- PhreesiaPHR121,519 shares · 0.0% of their software · price −$802K$2.1MFlat
- BILLBILL35,671 shares · 0.0% of their software$1.9MFlat
- NetScout Systems, Inc.NTCT68,250 shares · 0.0% of their software$1.8MFlat
- LiveRamp Holdings, Inc.RAMP60,149 shares · 0.0% of their software$1.8MFlat
- Cerence Inc.CRNC162,408 shares · 0.0% of their software$1.7M−$745K
- ZoomInfoZI170,295 shares · 0.0% of their software$1.7M—
- Alarm.com Holdings, Inc.ALRM33,636 shares · 0.0% of their software$1.7MFlat
- 8x8EGHT870,189 shares · 0.0% of their software$1.7M—
- CommvaultCVLT13,040 shares · 0.0% of their software · price −$827K$1.6MFlat
- PDF Solutions, Inc.PDFS52,828 shares · 0.0% of their software$1.5MFlat
- Strategy IncMSTR9,770 shares · 0.0% of their software · price −$1.7M$1.5MFlat
- Clear Secure, Inc.YOU37,926 shares · 0.0% of their software$1.3MFlat
- UnityU26,456 shares · 0.0% of their software$1.2M−$532K
- Amdocs LimitedDOX13,338 shares · 0.0% of their software$1.1MFlat
- Adeia Inc.ADEA52,049 shares · 0.0% of their software$898KFlat
- StoneCo Ltd.STNE55,436 shares · 0.0% of their software$820KFlat
- WorkivaWK9,085 shares · 0.0% of their software$784KFlat
- WixWIX7,342 shares · 0.0% of their software · price −$541K$763KFlat
- DoubleVerifyDV65,657 shares · 0.0% of their software$751KFlat
- RingCentralRNG25,634 shares · 0.0% of their software$740KFlat
- AppianAPPN19,096 shares · 0.0% of their software$676KFlat
- SoundHound AI, Inc.SOUN66,346 shares · 0.0% of their software$661KFlat
- Intapp, Inc.INTA13,990 shares · 0.0% of their software$641K−$3.1M
- SPS CommerceSPSC6,886 shares · 0.0% of their software$614K−$2.1M
- Ooma, Inc.OOMA49,257 shares · 0.0% of their software$578KFlat
- DigitalOceanDOCN11,781 shares · 0.0% of their software$567KFlat
- Bandwidth Inc.BAND36,378 shares · 0.0% of their software$562KFlat
- GigaCloud Technology Inc.GCT14,195 shares · 0.0% of their software$558KFlat
- BlackLineBL9,493 shares · 0.0% of their software$525KFlat
- Upbound Group, Inc.UPBD29,675 shares · 0.0% of their software$521KFlat
- GitLabGTLB13,692 shares · 0.0% of their software$514KFlat
- NCR Atleos CorporationNATL13,371 shares · 0.0% of their software$510KFlat
- AppFolioAPPF2,153 shares · 0.0% of their software$501KFlat
- BrazeBRZE14,526 shares · 0.0% of their software$498KFlat
- UiPathPATH29,688 shares · 0.0% of their software$487KFlat
- FreshworksFRSH36,781 shares · 0.0% of their software$451KFlat
- PubMaticPUBM50,600 shares · 0.0% of their software$449KFlat
- BlackbaudBLKB7,024 shares · 0.0% of their software$445KFlat
- Ribbon Communications Inc.RBBN149,560 shares · 0.0% of their software$431KFlat
- PegasystemsPEGA7,111 shares · 0.0% of their software$425KFlat
- Shift4 Payments, Inc.FOUR6,490 shares · 0.0% of their software$409K−$1.6M
- SAPSAP1,631 shares · 0.0% of their software$396K−$31.2M
- Bakkt, Inc.BKKT39,248 shares · 0.0% of their software · price −$927K$394K+$961K
- Commerce.com, Inc.CMRC95,215 shares · 0.0% of their software$392KFlat
- Remitly Global, Inc.RELY28,266 shares · 0.0% of their software$390KFlat
- WEX Inc.WEX2,572 shares · 0.0% of their software$383KFlat
- EVERTEC, Inc.EVTC11,857 shares · 0.0% of their software$345KFlat
- Pagaya Technologies Ltd.PGY16,471 shares · 0.0% of their software$344KFlat
- CCC Intelligent Solutions Holdings Inc.CCC42,224 shares · 0.0% of their software$336KFlat
- ProgressPRGS7,725 shares · 0.0% of their software$332KFlat
- Sabre CorporationSABR230,311 shares · 0.0% of their software$313KFlat
- FlywireFLYW21,479 shares · 0.0% of their software$304KFlat
- Diebold Nixdorf, IncorporatedDBD4,470 shares · 0.0% of their software$303KFlat
- C3.aiAI21,779 shares · 0.0% of their software$294KFlat
- AlkamiALKT12,298 shares · 0.0% of their software$284KFlat
- Five9FIVN13,726 shares · 0.0% of their software$275KFlat
- NextNav Inc.NN16,457 shares · 0.0% of their software$274KFlat
- PAR Technology CorporationPAR7,258 shares · 0.0% of their software$263KFlat
- TeradataTDC7,439 shares · 0.0% of their software$226KNew · Flat
- Donnelley Financial Solutions, Inc.DFIN4,753 shares · 0.0% of their software$222KFlat
- Life360, Inc.LIF3,391 shares · 0.0% of their software$217KFlat
- nCinoNCNO8,232 shares · 0.0% of their software$211KFlat
- PagerDutyPD15,248 shares · 0.0% of their software$200K−$2.3M
- SchrödingerSDGR10,401 shares · 0.0% of their software$186KFlat
- CourseraCOUR25,249 shares · 0.0% of their software$186KFlat
- Rapid7RPD11,844 shares · 0.0% of their software$180KFlat
- Alight, Inc.ALIT77,733 shares · 0.0% of their software$152KFlat
- PowerFleet, Inc.AIOT23,267 shares · 0.0% of their software$124KFlat
- Blend Labs, Inc.BLND37,940 shares · 0.0% of their software$115KFlat
- N-ableNABL14,120 shares · 0.0% of their software$106KFlat
- Digital TurbineAPPS18,806 shares · 0.0% of their software$94KFlat
- Rezolve AI PLCRZLV31,441 shares · 0.0% of their software$81KFlat
- Repay Holdings CorporationRPAY14,972 shares · 0.0% of their software$55KFlat
- Telos CorporationTLS10,546 shares · 0.0% of their software$54KFlat
- BackblazeBLZE10,555 shares · 0.0% of their software$49KFlat
- VTEXVTEX10,620 shares · 0.0% of their software$40KFlat
- Health CatalystHCAT12,901 shares · 0.0% of their software$31KFlat
- Kaltura, Inc.KLTR16,941 shares · 0.0% of their software$28KFlat
- Blaize Holdings, Inc.BZAI12,632 shares · 0.0% of their software$25KFlat
- Expensify, Inc.EXFY12,539 shares · 0.0% of their software$19KFlat