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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 31 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CERS CERUS CORP Healthcare 1,194,535.0 $2.5M 0.00% -330K -21.7% $2.06 +33.0%
602 SOFI SOFI TECHNOLOGIES INC Financial Services 93,650.0 $2.5M 0.00% -4K -4.3% $26.18 -40.1%
603 CWAN CLEARWATER ANALYTICS HLDGS I Technology 101,543.0 $2.4M 0.00% -112K -52.5% $24.12 +1.0%
604 FTDR FRONTDOOR INC Consumer Cyclical 42,358.0 $2.4M 0.00% -3K -7.3% $57.69 +6.6%
605 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 10,041.0 $2.4M 0.00% -1K -9.9% $242.82 +0.3%
606 LKQ LKQ CORP Consumer Cyclical 80,583.0 $2.4M 0.00% -14K -14.8% $30.20 -11.0%
607 PLNT PLANET FITNESS INC Consumer Cyclical 21,983.0 $2.4M 0.00% -9K -29.3% $108.47 -53.7%
608 BMI BADGER METER INC Technology 13,618.0 $2.4M 0.00% -1K -9.7% $174.41 -31.1%
609 AAL AMERICAN AIRLS GROUP INC Industrials 153,791.0 $2.4M 0.00% -6K -3.8% $15.33 -11.4%
610 AMG AFFILIATED MANAGERS GROUP IN Financial Services 8,148.0 $2.3M 0.00% -3K -28.2% $288.28 +5.0%
611 OGS ONE GAS INC Utilities 30,261.0 $2.3M 0.00% -22K -42.2% $77.25 +6.6%
612 PAGS PAGSEGURO DIGITAL LTD Technology 242,152.0 $2.3M 0.00% -34K -12.4% $9.64 -3.3%
613 OBNK ORIGIN BANCORP INC Financial Services 62,012.0 $2.3M 0.00% -9K -12.6% $37.61 -23.9%
614 HAS HASBRO INC Consumer Cyclical 28,370.0 $2.3M 0.00% -1K -4.5% $82.00 +9.9%
615 CPT CAMDEN PPTY TR Real Estate 20,998.0 $2.3M 0.00% -2K -8.0% $110.08 -3.6%
616 SHOO MADDEN STEVEN LTD Consumer Cyclical 55,382.0 $2.3M 0.00% -106K -65.8% $41.64 -2.8%
617 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 53,047.0 $2.3M 0.00% -2K -2.9% $43.30 +61.8%
618 UDR UDR INC Real Estate 62,575.0 $2.3M 0.00% -5K -7.0% $36.68 +3.1%
619 AXTA AXALTA COATING SYS LTD Basic Materials 70,270.0 $2.3M 0.00% -80K -53.3% $32.31 -9.8%
620 STAG STAG INDL INC Real Estate 61,739.0 $2.3M 0.00% -2K -2.7% $36.76 +4.2%
Page 31 of 59  ·  1,178 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%