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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 90 of 121  ·  2,408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 VEL VELOCITY FINL INC Financial Services 22,756.0 $472K +454.0 +2.0% $20.76 -17.3%
1782 TWO HBRS INVT CORP 44,795.0 $470K -82K -64.8% $10.50
1783 ESAB ESAB CORPORATION Industrials 4,201.0 $469K -1K -23.9% $111.72 -17.8%
1784 MGRC MCGRATH RENTCORP Industrials 4,471.0 $469K $104.93 +4.9%
1785 NATH NATHANS FAMOUS INC NEW Consumer Cyclical 5,013.0 $469K +90.0 +1.8% $93.57 +8.0%
1786 VFC V F CORP Consumer Cyclical 25,908.0 $468K -46K -64.2% $18.08 -7.6%
1787 CSTM CONSTELLIUM SE Basic Materials 24,735.0 $466K -1K -4.2% $18.85 +76.3%
1788 XMTR XOMETRY INC Industrials 7,835.0 $466K -56.0 -0.7% $59.47 +50.0%
1789 HIPPO HLDGS INC 15,414.0 $464K +5K +46.4% $30.08
1790 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 19,934.0 $458K -679.0 -3.3% $23.00 +1.7%
1791 MTRX MATRIX SVC CO Industrials 38,957.0 $456K +671.0 +1.8% $11.70 +8.8%
1792 ORGO ORGANOGENESIS HLDGS INC Healthcare 87,795.0 $455K -27K -23.8% $5.18 -48.6%
1793 PFS PROVIDENT FINL SVCS INC Financial Services 22,962.0 $454K -658.0 -2.8% $19.75 +11.6%
1794 CBZ CBIZ INC Industrials 8,982.0 $453K -181.0 -2.0% $50.45 -36.1%
1795 GTX GARRETT MOTION INC Consumer Cyclical 25,992.0 $453K +3K +12.4% $17.43 +91.0%
1796 TDW TIDEWATER INC NEW Energy 8,936.0 $451K -107.0 -1.2% $50.51 +57.0%
1797 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 15,424.0 $451K +972.0 +6.7% $29.26 -21.8%
1798 BKD BROOKDALE SR LIVING INC Healthcare 41,783.0 $451K $10.79 +23.3%
1799 FRSH FRESHWORKS INC Technology 36,781.0 $451K $12.25 -25.9%
1800 ABM ABM INDS INC Industrials 10,630.0 $450K -485.0 -4.4% $42.30 -5.0%
Page 90 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%