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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 109 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 SDGR SCHRODINGER INC Healthcare 10,401.0 $186K $17.88 -31.1%
2162 BIOHAVEN LTD 16,464.0 $186K $11.29
2163 COUR COURSERA INC Consumer Defensive 25,249.0 $186K $7.36 -28.8%
2164 USAR USA RARE EARTH INC Basic Materials 15,557.0 $185K NEW $11.90 +89.7%
2165 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 13,936.0 $185K -2K -10.1% $13.24 -40.0%
2166 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 15,247.0 $184K +2K +17.4% $12.08 +15.3%
2167 FIGS FIGS INC Consumer Cyclical 16,111.0 $183K -169.0 -1.0% $11.36 +9.5%
2168 NVAX NOVAVAX INC Healthcare 27,213.0 $183K $6.72 +33.6%
2169 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 25,519.0 $183K +4K +19.8% $7.16 -16.2%
2170 WTTR SELECT WATER SOLUTIONS INC Utilities 17,321.0 $182K $10.52 +89.2%
2171 LFST LIFESTANCE HEALTH GROUP INC Healthcare 25,732.0 $181K +978.0 +4.0% $7.04 +6.0%
2172 RPD RAPID7 INC Technology 11,844.0 $180K $15.20 -51.9%
2173 NESR NATIONAL ENERGY SERVICES REU Energy 11,469.0 $180K -509.0 -4.2% $15.66 +67.9%
2174 PAX PATRIA INVESTMENTS LIMITED Financial Services 11,273.0 $179K $15.89 -29.7%
2175 NPK INTERNATIONAL INC 15,001.0 $179K $11.92
2176 BORR DRILLING LTD 43,382.0 $175K +1K +2.5% $4.03
2177 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 74,374.0 $175K $2.35 +53.2%
2178 GO GROCERY OUTLET HLDG CORP Consumer Defensive 17,161.0 $173K -201.0 -1.2% $10.10 -20.7%
2179 AHCO ADAPTHEALTH CORP Healthcare 17,402.0 $173K $9.96 +5.7%
2180 CPSS CONSUMER PORTFOLIO SVCS INC Financial Services 18,431.0 $172K -4K -19.4% $9.33 +5.6%
Page 109 of 121  ·  2,408 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%