Generalist · Atlanta, GA
Voya Investment Management
Q1 2026 · compared with Q4 2025
Filed as Voya Investment Management LLC
- Software
- $8.2B
- Weight of 13F
- 9.6%
- Names
- 179
- Net bought
- −$2.1B
2,271 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
- MicrosoftMSFT6,887,010 shares · 31.2% of their software · price −$781M$2.5B−$1.4B
- CloudflareNET2,881,137 shares · 7.3% of their software · price +$26.5M$594M+$116M
- PalantirPLTR3,832,370 shares · 6.9% of their software · price −$121M$560M+$116M
- CrowdStrikeCRWD1,245,121 shares · 5.9% of their software · price −$97.6M$486MFlat
- Palo Alto NetworksPANW2,058,190 shares · 4.0% of their software · price −$49.1M$330M+$63.8M
- AkamaiAKAM2,460,561 shares · 3.5% of their software · price +$67.9M$283M+$208M
- OracleORCL1,794,719 shares · 3.2% of their software · price −$85.8M$264M+$179M
- ServiceNowNOW2,002,104 shares · 2.6% of their software · price −$97.4M$209M+$136M
- DatadogDDOG1,684,536 shares · 2.4% of their software · price −$30.2M$199M−$9.5M
- SnowflakeSNOW1,238,832 shares · 2.3% of their software · price −$84.9M$187M−$127M
- Rubrik, Inc.RBRK3,736,521 shares · 2.2% of their software · price −$103M$183M−$7.1M
- AppLovinAPP386,029 shares · 1.9% of their software · price −$106M$154M−$59.2M
- FortinetFTNT1,572,937 shares · 1.6% of their software · price +$3.6M$129M−$2.5M
- IntuitINTU286,515 shares · 1.5% of their software · price −$65.9M$124M−$181M
- F5, Inc.FFIV423,319 shares · 1.5% of their software · price +$14.4M$122M−$5.4M
- FastlyFSLY3,930,328 shares · 1.4% of their software · price +$74.2M$114M+$29.6M
- CadenceCDNS321,018 shares · 1.1% of their software · price −$11.1M$89.2M−$84.8M
- MongoDBMDB348,572 shares · 1.0% of their software · price −$61.0M$85.3M−$104M
- OktaOKTA1,074,193 shares · 1.0% of their software · price −$8.3M$84.5M−$29.0M
- BlackBerry LimitedBB25,664,963 shares · 1.0% of their software · price −$14.1M$83.2M−$1.9M
- SentinelOneS6,000,025 shares · 0.9% of their software · price −$12.7M$77.3M−$2.2M
- SalesforceCRM383,565 shares · 0.9% of their software · price −$30.0M$71.6M−$118M
- ShopifySHOP566,044 shares · 0.8% of their software · price −$24.0M$67.1M−$133M
- Check PointCHKP426,856 shares · 0.7% of their software · price −$18.2M$61.0M−$21.8M
- SamsaraIOT1,922,959 shares · 0.7% of their software · price −$7.2M$60.9M−$51.6M
- VaronisVRNS2,413,609 shares · 0.6% of their software · price −$27.3M$51.8M−$34.7M
- Uber Technologies, Inc.UBER700,877 shares · 0.6% of their software · price −$6.9M$50.4M−$79.6M
- ZscalerZS353,928 shares · 0.6% of their software · price −$30.0M$49.7M−$134M
- JFrogFROG925,034 shares · 0.5% of their software · price −$14.4M$43.4M+$21.9M
- DynatraceDT1,075,066 shares · 0.5% of their software · price −$6.8M$39.8M−$16.9M
- ElasticESTC770,950 shares · 0.5% of their software · price −$19.6M$38.5M−$38.4M
- AdobeADBE147,701 shares · 0.4% of their software · price −$15.8M$35.9M+$4.3M
- SailPointSAIL2,609,119 shares · 0.4% of their software · price −$18.2M$34.5M−$54.8M
- Dave Inc.DAVE193,840 shares · 0.4% of their software · price −$9.2M$33.7M+$20.4M
- DigitalOceanDOCN387,694 shares · 0.4% of their software · price +$14.6M$33.3M+$18.1M
- ACI WorldwideACIW755,965 shares · 0.4% of their software · price −$5.1M$31.0M−$8.7M
- AsanaASAN4,721,414 shares · 0.4% of their software · price −$34.5M$30.2M−$1.6M
- QualysQLYS297,355 shares · 0.3% of their software · price −$13.4M$26.1M+$994K
- Netskope, Inc.NTSK2,876,822 shares · 0.3% of their software · price −$26.0M$24.4M+$9.3M
- ProcorePCOR417,196 shares · 0.3% of their software · price −$6.6M$23.8M+$3.0M
- Automatic Data Processing, Inc.ADP113,662 shares · 0.3% of their software · price −$6.1M$23.1M+$668K
- Agilysys, Inc.AGYS317,849 shares · 0.3% of their software · price −$15.2M$22.6M+$12.1M
- KlaviyoKVYO908,614 shares · 0.2% of their software · price −$11.8M$17.7M−$11.4M
- Figma, Inc.FIG823,270 shares · 0.2% of their software · price −$13.4M$17.4M+$23.5M
- NetApp, Inc.NTAP169,144 shares · 0.2% of their software · price −$795K$17.3M+$2.6M
- SynopsysSNPS36,681 shares · 0.2% of their software · price −$2.7M$14.5MFlat
- WorkdayWDAY110,661 shares · 0.2% of their software · price −$9.4M$14.4M+$1.8M
- Block, Inc.XYZ233,688 shares · 0.2% of their software · price −$1.1M$14.1M+$1.8M
- Fair IsaacFICO12,626 shares · 0.2% of their software · price −$7.9M$13.5M−$1.4M
- ToastTOST487,577 shares · 0.2% of their software · price −$4.4M$12.9M−$1.4M
- VeevaVEEV69,184 shares · 0.1% of their software · price −$3.3M$12.2M−$18.8M
- TwilioTWLO96,439 shares · 0.1% of their software · price −$1.6M$12.1M−$88.9M
- Core Scientific, Inc.CORZ779,263 shares · 0.1% of their software$11.7MFlat
- BroadridgeBR69,052 shares · 0.1% of their software · price −$4.2M$11.2M+$3.1M
- TenableTENB648,253 shares · 0.1% of their software · price −$4.3M$11.0M−$10.6M
- VeriSign, Inc.VRSN42,074 shares · 0.1% of their software$10.4MFlat
- SS&CSSNC154,209 shares · 0.1% of their software · price −$3.1M$10.4M+$962K
- AutodeskADSK43,311 shares · 0.1% of their software · price −$2.5M$10.4M−$3.7M
- PaycomPAYC55,348 shares · 0.1% of their software · price −$2.1M$6.7M−$704K
- NutanixNTNX169,688 shares · 0.1% of their software · price −$2.3M$6.4MFlat
- Paychex, Inc.PAYX66,232 shares · 0.1% of their software · price −$1.3M$6.1MFlat
- Roper Technologies, Inc.ROP17,047 shares · 0.1% of their software · price −$1.6M$6.0M−$26.3M
- VeriskVRSK29,647 shares · 0.1% of their software · price −$1.0M$5.6M−$23.7M
- DocuSignDOCU115,100 shares · 0.1% of their software · price −$2.4M$5.5M+$816K
- Payoneer Global Inc.PAYO1,091,017 shares · 0.1% of their software · price −$862K$5.3MFlat
- PayPay CorporationPAYP241,640 shares · 0.1% of their software$5.2MNew · +$5.2M
- Fiserv, Inc.FISV91,797 shares · 0.1% of their software · price −$1.0M$5.1MFlat
- Corpay, Inc.CPAY15,350 shares · 0.1% of their software$4.5MFlat
- AtlassianTEAM65,236 shares · 0.1% of their software · price −$6.1M$4.5M+$7.5M
- Lyft, Inc.LYFT326,962 shares · 0.1% of their software · price −$2.0M$4.3M+$1.9M
- UnityU193,967 shares · 0.1% of their software · price −$4.3M$4.3M+$7.4M
- Bitdeer Technologies GroupBTDR467,727 shares · 0.0% of their software · price −$1.2M$4.0MFlat
- HubSpotHUBS16,461 shares · 0.0% of their software · price −$2.6M$4.0M−$24.5M
- GoDaddyGDDY47,619 shares · 0.0% of their software · price −$2.0M$3.9MFlat
- A10 Networks, Inc.ATEN166,478 shares · 0.0% of their software · price +$904K$3.8M−$895K
- AvePointAVPT387,534 shares · 0.0% of their software · price −$1.7M$3.7MFlat
- DropboxDBX154,750 shares · 0.0% of their software · price −$786K$3.5M−$1.2M
- DoximityDOCS146,899 shares · 0.0% of their software · price −$3.1M$3.4M−$78.0M
- CoStarCSGP84,543 shares · 0.0% of their software · price −$2.3M$3.4MFlat
- PTCPTC23,738 shares · 0.0% of their software · price −$753K$3.4MFlat
- BoxBOX138,343 shares · 0.0% of their software · price −$867K$3.3M−$3.1M
- TrimbleTRMB49,473 shares · 0.0% of their software · price −$649K$3.2M−$838K
- Tyler TechnologiesTYL9,382 shares · 0.0% of their software · price −$1.0M$3.2MFlat
- BullishBLSH81,349 shares · 0.0% of their software$2.9MFlat
- Zeta GlobalZETA166,847 shares · 0.0% of their software · price −$739K$2.7MFlat
- GuidewireGWRE17,687 shares · 0.0% of their software · price −$910K$2.6M−$567K
- YextYEXT666,757 shares · 0.0% of their software · price −$2.8M$2.6M+$1.4M
- MagniteMGNI210,567 shares · 0.0% of their software · price −$916K$2.5MFlat
- ZoomZM30,313 shares · 0.0% of their software$2.4MFlat
- RingCentralRNG62,170 shares · 0.0% of their software · price +$517K$2.3M+$1.1M
- Manhattan AssociatesMANH17,015 shares · 0.0% of their software · price −$684K$2.3MFlat
- Bentley SystemsBSY64,331 shares · 0.0% of their software$2.3MFlat
- The Trade DeskTTD97,652 shares · 0.0% of their software · price −$1.5M$2.2MFlat
- AmplitudeAMPL321,657 shares · 0.0% of their software · price −$1.5M$2.2MFlat
- monday.comMNDY30,928 shares · 0.0% of their software · price −$2.4M$2.1MFlat
- PagSeguro Digital Ltd.PAGS212,413 shares · 0.0% of their software$2.1MFlat
- Clear Secure, Inc.YOU43,850 shares · 0.0% of their software · price +$585K$2.1MFlat
- CoreWeave, Inc.CRWV27,165 shares · 0.0% of their software$2.1MNew · +$1.9M
- Gen DigitalGEN110,519 shares · 0.0% of their software · price −$924K$2.1MFlat
- PaylocityPCTY19,008 shares · 0.0% of their software · price −$845K$2.1M−$822K
- SprinklrCXM334,039 shares · 0.0% of their software · price −$595K$2.0MFlat
- Euronet Worldwide, Inc.EEFT29,573 shares · 0.0% of their software$2.0MFlat
- ePlus inc.PLUS25,279 shares · 0.0% of their software$1.9MFlat
- Calix, Inc.CALX38,760 shares · 0.0% of their software$1.9MFlat
- MorningstarMORN10,543 shares · 0.0% of their software · price −$509K$1.8MFlat
- FactSetFDS7,410 shares · 0.0% of their software · price −$542K$1.6M−$2.8M
- BILLBILL41,748 shares · 0.0% of their software · price −$678K$1.6MFlat
- Q2QTWO33,454 shares · 0.0% of their software · price −$832K$1.6MFlat
- LiveRamp Holdings, Inc.RAMP59,643 shares · 0.0% of their software$1.6MFlat
- Alarm.com Holdings, Inc.ALRM33,477 shares · 0.0% of their software$1.4MFlat
- Strategy IncMSTR11,311 shares · 0.0% of their software$1.4MFlat
- DoubleVerifyDV144,737 shares · 0.0% of their software$1.4M+$905K
- Grab Holdings LimitedGRAB374,969 shares · 0.0% of their software$1.4M−$11.8M
- PDF Solutions, Inc.PDFS41,191 shares · 0.0% of their software$1.3MFlat
- InterDigital, Inc.IDCC4,450 shares · 0.0% of their software$1.3M−$911K
- NCR Atleos CorporationNATL29,794 shares · 0.0% of their software$1.3M+$626K
- 8x8EGHT781,303 shares · 0.0% of their software$1.3MFlat
- NetScout Systems, Inc.NTCT40,457 shares · 0.0% of their software$1.3M−$752K
- Cerence Inc.CRNC192,037 shares · 0.0% of their software · price −$841K$1.2MFlat
- WaystarWAY47,285 shares · 0.0% of their software$1.1M−$51.0M
- Clearwater AnalyticsCWAN47,075 shares · 0.0% of their software$1.1M—
- PegasystemsPEGA25,763 shares · 0.0% of their software$1.1M+$1.1M
- CommvaultCVLT12,685 shares · 0.0% of their software · price −$602K$988KFlat
- UiPathPATH86,470 shares · 0.0% of their software$960K+$931K
- Amdocs LimitedDOX12,624 shares · 0.0% of their software$824KFlat
- StoneCo Ltd.STNE56,042 shares · 0.0% of their software$791KFlat
- Adeia Inc.ADEA32,651 shares · 0.0% of their software$785KFlat
- DuolingoDUOL7,532 shares · 0.0% of their software · price −$579K$742K−$1.5M
- Ooma, Inc.OOMA49,011 shares · 0.0% of their software$713KFlat
- FreshworksFRSH87,945 shares · 0.0% of their software$706K+$627K
- Bandwidth Inc.BAND36,185 shares · 0.0% of their software$645KFlat
- GigaCloud Technology Inc.GCT13,797 shares · 0.0% of their software$626KFlat
- WorkivaWK8,828 shares · 0.0% of their software$526KFlat
- AppianAPPN18,960 shares · 0.0% of their software$457KFlat
- SoundHound AI, Inc.SOUN64,700 shares · 0.0% of their software$444KFlat
- Ribbon Communications Inc.RBBN207,699 shares · 0.0% of their software$440KFlat
- Remitly Global, Inc.RELY28,026 shares · 0.0% of their software$439KFlat
- PubMaticPUBM53,332 shares · 0.0% of their software$436KFlat
- PhreesiaPHR52,050 shares · 0.0% of their software$436K−$1.2M
- Bakkt, Inc.BKKT59,148 shares · 0.0% of their software$435KFlat
- Sabre CorporationSABR295,584 shares · 0.0% of their software$429KFlat
- Pagaya Technologies Ltd.PGY36,616 shares · 0.0% of their software$427KFlat
- WEX Inc.WEX2,543 shares · 0.0% of their software$389KFlat
- SPS CommerceSPSC6,598 shares · 0.0% of their software$367KFlat
- BrazeBRZE14,416 shares · 0.0% of their software$340KFlat
- AppFolioAPPF2,146 shares · 0.0% of their software$339KFlat
- EVERTEC, Inc.EVTC11,604 shares · 0.0% of their software$327KFlat
- BlackLineBL8,806 shares · 0.0% of their software$326KFlat
- Diebold Nixdorf, IncorporatedDBD4,197 shares · 0.0% of their software$317KFlat
- GitLabGTLB13,774 shares · 0.0% of their software$298KFlat
- Shift4 Payments, Inc.FOUR6,462 shares · 0.0% of their software$283KFlat
- CCC Intelligent Solutions Holdings Inc.CCC43,993 shares · 0.0% of their software$264KFlat
- BlackbaudBLKB6,757 shares · 0.0% of their software$261KFlat
- NextNav Inc.NN16,266 shares · 0.0% of their software$261KFlat
- Intapp, Inc.INTA9,915 shares · 0.0% of their software$255KFlat
- FlywireFLYW20,955 shares · 0.0% of their software$244KFlat
- Donnelley Financial Solutions, Inc.DFIN4,641 shares · 0.0% of their software$219KFlat
- Five9FIVN13,519 shares · 0.0% of their software$205KFlat
- AlkamiALKT12,126 shares · 0.0% of their software$190KFlat
- C3.aiAI21,521 shares · 0.0% of their software$181KFlat
- CourseraCOUR24,752 shares · 0.0% of their software$144KFlat
- VertexVERX11,651 shares · 0.0% of their software$139K−$2.3M
- SchrödingerSDGR10,211 shares · 0.0% of their software$116KFlat
- ZoomInfoZI18,976 shares · 0.0% of their software$113K—
- Rezolve AI PLCRZLV37,777 shares · 0.0% of their software$97KFlat
- PagerDutyPD14,946 shares · 0.0% of their software$93KFlat
- PowerFleet, Inc.AIOT22,719 shares · 0.0% of their software$70KFlat
- N-ableNABL13,697 shares · 0.0% of their software$64KFlat
- Rapid7RPD11,597 shares · 0.0% of their software$64KFlat
- Blend Labs, Inc.BLND36,868 shares · 0.0% of their software$63KFlat
- Digital TurbineAPPS18,287 shares · 0.0% of their software$53KFlat
- Alight, Inc.ALIT76,181 shares · 0.0% of their software$44KFlat
- Telos CorporationTLS10,017 shares · 0.0% of their software$42KFlat
- Repay Holdings CorporationRPAY14,238 shares · 0.0% of their software$37KFlat
- Commerce.com, Inc.CMRC13,052 shares · 0.0% of their software$35KFlat
- BackblazeBLZE10,044 shares · 0.0% of their software$35KFlat
- Blaize Holdings, Inc.BZAI17,279 shares · 0.0% of their software$31KFlat
- Kaltura, Inc.KLTR16,941 shares · 0.0% of their software$21KFlat
- Rackspace Technology, Inc.RXT14,075 shares · 0.0% of their software$14KNew · Flat