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Portfolio (Quarterly) Guide ↗

VOYA INVESTMENT MANAGEMENT LLC

· CIK 0001068837
13F Portfolio $101.4B AUM 3,807 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 85 New 788 Added 1178 Reduced 116 Exited
Page 32 of 40  ·  788 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 STNE STONECO LTD Technology 55,436.0 $820K 0.00% +11K +23.8% $14.79 -25.3%
622 EPC EDGEWELL PERS CARE CO Consumer Defensive 47,060.0 $802K 0.00% +492.0 +1.1% $17.05 +1.9%
623 ACMR ACM RESH INC Technology 20,223.0 $798K 0.00% +11K +120.8% $39.45 +81.5%
624 QNST QUINSTREET INC Communication Services 54,684.0 $786K 0.00% +28K +102.3% $14.37 -16.6%
625 WIX WIX COM LTD Technology 7,342.0 $763K 0.00% +570.0 +8.4% $103.89 -47.3%
626 CIDARA THERAPEUTICS INC 3,453.0 $763K 0.00% +598.0 +20.9% $220.89
627 MITT TPG MTG INVTS TR INC Real Estate 89,451.0 $762K 0.00% +2K +2.0% $8.52 -10.4%
628 LMND LEMONADE INC Financial Services 10,666.0 $759K 0.00% +536.0 +5.3% $71.18 -19.9%
629 PCRX PACIRA BIOSCIENCES INC Healthcare 29,138.0 $754K 0.00% +9K +46.8% $25.88 -9.3%
630 DV DOUBLEVERIFY HLDGS INC Technology 65,657.0 $751K 0.00% +11K +20.2% $11.44 -16.8%
631 SNCY SUN CTRY AIRLS HLDGS INC Industrials 51,935.0 $747K 0.00% +9K +20.1% $14.39 +12.4%
632 RALLIANT CORP 14,639.0 $745K 0.00% +1K +8.0% $50.91
633 TBLA TABOOLA.COM LTD Communication Services 161,088.0 $743K 0.00% +3K +2.0% $4.61 +6.9%
634 RNG RINGCENTRAL INC Technology 25,634.0 $740K 0.00% +17K +195.9% $28.88 +50.7%
635 CLDT CHATHAM LODGING TR Real Estate 108,407.0 $738K 0.00% +2K +1.9% $6.81 +57.0%
636 BYD BOYD GAMING CORP Consumer Cyclical 8,564.0 $730K 0.00% +328.0 +4.0% $85.24 -6.6%
637 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 34,975.0 $725K 0.00% +5K +16.0% $20.74 +16.3%
638 NRIX NURIX THERAPEUTICS INC Healthcare 36,959.0 $701K 0.00% +23K +161.7% $18.97 -7.6%
639 ALNT ALLIENT INC Technology 12,791.0 $688K 0.00% +163.0 +1.3% $53.75 +16.9%
640 APPN APPIAN CORP Technology 19,096.0 $676K 0.00% +6K +46.4% $35.42 -40.3%
Page 32 of 40  ·  788 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.8%
Financial Services 10.5%
Healthcare 10.4%
Industrials 9.9%
Consumer Cyclical 8.7%
Communication Services 8.5%
Consumer Defensive 2.7%
Utilities 1.9%
Energy 1.7%
Real Estate 1.4%