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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 57 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 SKYW SKYWEST INC Industrials 25,191.0 $2.5M 0.00% +300.0 +1.2% $100.41 -15.5%
1122 GAMESTOP CORP NEW 125,337.0 $2.5M 0.00% -8K -5.7% $20.08
1123 VERX VERTEX INC Technology 125,919.0 $2.5M 0.00% -17K -11.9% $19.97 -32.7%
1124 FLR FLUOR CORP NEW Industrials 63,357.0 $2.5M 0.00% +1K +2.1% $39.63 +13.2%
1125 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 27,409.0 $2.5M 0.00% -560.0 -2.0% $90.70 +3.8%
1126 HALO HALOZYME THERAPEUTICS INC Healthcare 36,868.0 $2.5M 0.00% -9K -20.3% $67.30 +1.5%
1127 INGRAM MICRO HLDG CORP 116,171.0 $2.5M 0.00% -29K -19.7% $21.34
1128 THOMSON REUTERS CORP 18,693.0 $2.5M 0.00% -480.0 -2.5% $132.14
1129 CERS CERUS CORP Healthcare 1,194,535.0 $2.5M 0.00% -330K -21.7% $2.06 +31.6%
1130 AEIS ADVANCED ENERGY INDS Industrials 11,731.0 $2.5M 0.00% $209.37 +55.2%
1131 SOFI SOFI TECHNOLOGIES INC Financial Services 93,650.0 $2.5M 0.00% -4K -4.3% $26.18 -40.3%
1132 CWAN CLEARWATER ANALYTICS HLDGS I Technology 101,543.0 $2.4M 0.00% -112K -52.5% $24.12 +0.8%
1133 QTWO Q2 HLDGS INC Technology 33,898.0 $2.4M 0.00% +11K +44.9% $72.16 -36.1%
1134 FTDR FRONTDOOR INC Consumer Cyclical 42,358.0 $2.4M 0.00% -3K -7.3% $57.69 +6.3%
1135 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 10,041.0 $2.4M 0.00% -1K -9.9% $242.82 -0.2%
1136 UNF UNIFIRST CORP MASS Industrials 12,621.0 $2.4M 0.00% +76.0 +0.6% $192.90 +37.6%
1137 LKQ LKQ CORP Consumer Cyclical 80,583.0 $2.4M 0.00% -14K -14.8% $30.20 -10.1%
1138 ESE ESCO TECHNOLOGIES INC Technology 12,429.0 $2.4M 0.00% +76.0 +0.6% $195.39 +51.3%
1139 PLUS EPLUS INC Technology 27,606.0 $2.4M 0.00% +420.0 +1.5% $87.70 -2.7%
1140 ASCENDIS PHARMA A/S 1,700,000.0 $2.4M 0.00% $1.42
Page 57 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%