Generalist · San Mateo, CA
Franklin Resources
Q2 2022 · compared with Q1 2022
Filed as Franklin Resources INC
- Software
- $22.9B
- Weight of 13F
- 11.6%
- Names
- 114
- Net bought
- +$8.6B
Filed 11 August 2022 · SEC filing.
2,269 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026192 names$31.4B+$2.2B
- Q1 2026195 names$26.9B−$3.7B
- Q4 2025201 names$38.6B+$524M
- Q3 2025192 names$46.4B−$2.7B
- Q2 2025177 names$47.5B−$26.6M
- Q1 2025178 names$38.5B−$1.6B
- Q4 2024171 names$45.0B−$615M
- Q3 2024171 names$44.8B−$194M
- Q2 2024162 names · $69.1M in calls, not in the total$43.8B−$1.3B
- Q1 2024160 names · $61.5M in calls, not in the total$44.3B+$8.8B
- Q4 2023148 names$32.1B−$1.3B
- Q3 2023146 names$28.1B−$33.5M
- Q2 2023146 names$29.3B−$117M
- Q1 2023116 names$25.4B−$417M
- Q4 2022110 names$22.4B+$178M
- Q3 2022108 names$22.0B+$876M
- Q2 2022114 names$22.9B+$8.6B
- Q1 2022124 names$30.0B−$78.0M
- Q4 2021134 names$35.6B+$921M
- Q3 2021133 names$33.0B+$406M
- Q2 2021108 names$31.5B+$8.2B
- Q1 202194 names$27.2B+$156M
- Q4 202090 names$27.7B+$370M
- Q3 202084 names$24.0B−$39.5M
- Q2 202075 names$23.1B+$574M
- Q1 202066 names$15.4B−$332M
- Q4 201967 names$16.8B+$1.4B
- Q3 201967 names$14.4B−$233M
- Q2 201964 names$14.9B−$49.6M
- Q1 201958 names$13.8B−$677M
- Q4 201856 names$11.8B−$519M
- Q3 201856 names$14.1B−$407M
- Q2 201853 names$12.6B−$737M
- Q1 201851 names$12.6B−$425M
- Q4 201749 names$12.2B−$359M
- Q3 201747 names$11.7B−$684M
- Q2 201748 names$11.8B−$341M
- Q1 201742 names$11.2B−$628M
- Q4 201641 names$10.7B−$306M
- Q3 201638 names$10.8B−$13.0M
- Q2 201636 names$10.0B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT25,874,189 shares · 29.0% of their software · price −$1.3B$6.6BFlat
- ServiceNowNOW3,389,235 shares · 7.0% of their software · price −$276M$1.6BFlat
- Roper Technologies, Inc.ROP3,390,118 shares · 5.8% of their software · price −$263M$1.3B−$98.9M
- SynopsysSNPS3,726,016 shares · 4.9% of their software · price −$110M$1.1BFlat
- IntuitINTU2,851,868 shares · 4.8% of their software · price −$272M$1.1B−$45.2M
- SalesforceCRM5,050,154 shares · 3.6% of their software · price −$239M$833MFlat
- AdobeADBE1,906,214 shares · 3.0% of their software · price −$171M$698M−$52.4M
- CoStarCSGP8,933,092 shares · 2.4% of their software · price −$55.4M$540M−$47.5M
- VeevaVEEV2,478,547 shares · 2.1% of their software · price −$35.7M$491M−$54.7M
- WorkdayWDAY3,294,834 shares · 2.0% of their software · price −$329M$460M−$41.0M
- Fiserv, Inc.FISV4,881,886 shares · 1.9% of their software · price −$60.7M$434M−$12.7M
- OracleORCL6,090,848 shares · 1.9% of their software · price −$78.3M$426M+$90.7M
- ShopifySHOP13,590,250 shares · 1.9% of their software · price −$8.8B$425M+$8.4B
- CrowdStrikeCRWD2,429,240 shares · 1.8% of their software · price −$142M$409M+$101M
- BILLBILL3,581,705 shares · 1.7% of their software · price −$419M$394M−$61.4M
- CadenceCDNS2,420,837 shares · 1.6% of their software · price −$34.9M$363M+$12.9M
- MongoDBMDB1,346,625 shares · 1.5% of their software · price −$248M$349M+$54.8M
- HubSpotHUBS1,130,305 shares · 1.5% of their software · price −$197M$340M−$59.9M
- Tyler TechnologiesTYL904,456 shares · 1.3% of their software · price −$102M$301MFlat
- SnowflakeSNOW2,040,558 shares · 1.2% of their software · price −$184M$284M+$32.0M
- DatadogDDOG2,846,443 shares · 1.2% of their software · price −$160M$271M−$6.0M
- Palo Alto NetworksPANW542,541 shares · 1.2% of their software · price −$69.8M$268M+$80.1M
- Check PointCHKP1,688,747 shares · 0.9% of their software · price −$27.8M$206M−$99.3M
- NetScout Systems, Inc.NTCT5,698,228 shares · 0.8% of their software · price +$10.1M$193M+$10.0M
- OktaOKTA2,057,727 shares · 0.8% of their software · price −$125M$186M−$19.2M
- PaycomPAYC648,398 shares · 0.8% of their software · price −$43.0M$182M+$13.8M
- Gen DigitalGEN7,932,200 shares · 0.8% of their software · price −$36.2M$174M−$38.5M
- NICENICE854,679 shares · 0.7% of their software · price −$22.7M$164M+$23.4M
- monday.comMNDY1,509,928 shares · 0.7% of their software · price −$82.9M$156M+$31.5M
- FortinetFTNT2,452,583 shares · 0.6% of their software · price −$699M$139M+$690M
- AutodeskADSK795,962 shares · 0.6% of their software · price −$33.7M$137M−$2.6M
- ZoomInfoZI3,992,673 shares · 0.6% of their software$133M—
- ACI WorldwideACIW5,087,609 shares · 0.6% of their software · price −$28.5M$132M−$26.4M
- CloudflareNET2,991,913 shares · 0.6% of their software · price −$227M$131M+$44.2M
- PTCPTC1,210,580 shares · 0.6% of their software · price −$1.7M$129MFlat
- OpenTextOTEX3,403,451 shares · 0.6% of their software · price −$15.5M$129M−$1.5M
- ZscalerZS857,062 shares · 0.6% of their software · price −$78.7M$128M−$18.4M
- BroadridgeBR896,680 shares · 0.6% of their software · price −$11.8M$128M−$1.4M
- VeriskVRSK722,289 shares · 0.5% of their software · price −$30.0M$125M−$31.1M
- Automatic Data Processing, Inc.ADP446,031 shares · 0.4% of their software · price −$7.8M$93.7MFlat
- F5, Inc.FFIV558,503 shares · 0.4% of their software · price −$31.2M$85.5M−$2.9M
- Uber Technologies, Inc.UBER3,944,523 shares · 0.4% of their software · price −$60.0M$80.7MFlat
- Block, Inc.XYZ1,218,007 shares · 0.3% of their software · price −$90.3M$74.9M+$17.0M
- GitLabGTLB1,261,005 shares · 0.3% of their software · price −$1.7M$67.0M−$26.7M
- TwilioTWLO736,932 shares · 0.3% of their software · price −$59.7M$61.8M−$220M
- FactSetFDS151,288 shares · 0.3% of their software · price −$7.5M$58.2M+$8.9M
- DescartesDSGX916,114 shares · 0.2% of their software · price −$10.3M$56.9M−$2.4M
- ProcorePCOR1,127,483 shares · 0.2% of their software · price −$14.2M$51.2M−$12.7M
- Paychex, Inc.PAYX446,336 shares · 0.2% of their software · price −$10.1M$50.8M+$21.5M
- PaylocityPCTY270,766 shares · 0.2% of their software · price −$8.5M$47.2MFlat
- FreshworksFRSH3,424,122 shares · 0.2% of their software · price −$16.3M$45.0M+$11.4M
- CertaraCERT2,001,385 shares · 0.2% of their software$43.0M−$1.7M
- PaymentusPAY2,974,866 shares · 0.2% of their software · price −$22.9M$39.8M+$20.2M
- PhreesiaPHR1,403,008 shares · 0.2% of their software · price −$1.9M$35.1M+$10.5M
- FlywireFLYW1,681,293 shares · 0.1% of their software · price −$21.8M$29.6M+$16.8M
- LiveRamp Holdings, Inc.RAMP1,108,176 shares · 0.1% of their software · price −$12.8M$28.6MFlat
- Shift4 Payments, Inc.FOUR851,883 shares · 0.1% of their software · price −$24.6M$28.2MFlat
- CS Disco, Inc.LAW1,463,441 shares · 0.1% of their software · price −$23.3M$26.4M+$10.1M
- TrimbleTRMB443,459 shares · 0.1% of their software · price −$6.2M$25.8M+$7.4M
- Lyft, Inc.LYFT1,761,256 shares · 0.1% of their software · price −$44.2M$23.4M+$46.3M
- Endava plcDAVA262,374 shares · 0.1% of their software · price −$11.7M$23.2M−$13.9M
- AlkamiALKT1,521,492 shares · 0.1% of their software · price −$639K$21.1MFlat
- Commerce.com, Inc.CMRC1,276,648 shares · 0.1% of their software · price −$7.3M$20.7M−$8.9M
- Repay Holdings CorporationRPAY1,220,330 shares · 0.1% of their software · price −$2.3M$15.7M−$1.8M
- Amdocs LimitedDOX153,480 shares · 0.1% of their software$12.8M+$7.8M
- Q2QTWO306,851 shares · 0.1% of their software · price −$7.1M$11.8MFlat
- Nerdy Inc.NRDY4,847,013 shares · 0.0% of their software · price −$14.3M$10.3MFlat
- AvePointAVPT2,354,630 shares · 0.0% of their software · price −$2.2M$10.2M−$10.2M
- Fair IsaacFICO24,848 shares · 0.0% of their software · price −$1.6M$10.0M+$6.6M
- Sabre CorporationSABR1,655,731 shares · 0.0% of their software · price −$9.3M$9.7M−$1.6M
- Manhattan AssociatesMANH79,034 shares · 0.0% of their software · price −$1.9M$9.1M+$5.1M
- NetApp, Inc.NTAP108,679 shares · 0.0% of their software · price −$1.9M$7.1M+$534K
- DocuSignDOCU107,112 shares · 0.0% of their software · price −$5.3M$6.1M−$104M
- MorningstarMORN22,956 shares · 0.0% of their software · price −$719K$5.6MFlat
- DropboxDBX230,748 shares · 0.0% of their software · price −$521K$4.8MFlat
- ZoomZM37,787 shares · 0.0% of their software$4.1M+$1.5M
- TeradataTDC106,038 shares · 0.0% of their software · price −$1.3M$3.9MFlat
- QualysQLYS23,125 shares · 0.0% of their software$2.9M−$528K
- SS&CSSNC40,856 shares · 0.0% of their software · price −$693K$2.4M−$2.7M
- AkamaiAKAM24,786 shares · 0.0% of their software · price −$695K$2.3MFlat
- VeriSign, Inc.VRSN11,114 shares · 0.0% of their software · price −$613K$1.9MFlat
- DHI Group, Inc.DHX360,217 shares · 0.0% of their software$1.8MFlat
- SAPSAP19,516 shares · 0.0% of their software$1.8MFlat
- The Trade DeskTTD38,202 shares · 0.0% of their software · price −$1.0M$1.6MFlat
- BoxBOX41,166 shares · 0.0% of their software$1.0M−$720K
- GoDaddyGDDY14,088 shares · 0.0% of their software$980K−$1.3M
- VaronisVRNS31,363 shares · 0.0% of their software · price −$571K$920KFlat
- Full Truck Alliance Co. Ltd.YMM96,242 shares · 0.0% of their software$872KFlat
- ePlus inc.PLUS16,180 shares · 0.0% of their software$859KFlat
- CommvaultCVLT11,198 shares · 0.0% of their software$704KFlat
- TenableTENB14,914 shares · 0.0% of their software$677KFlat
- SPS CommerceSPSC5,795 shares · 0.0% of their software$656KFlat
- Sprout SocialSPT10,316 shares · 0.0% of their software$599KFlat
- A10 Networks, Inc.ATEN37,292 shares · 0.0% of their software$537KFlat
- Definitive HealthcareDH20,968 shares · 0.0% of their software$481KNew · +$517K
- WorkivaWK6,424 shares · 0.0% of their software$424K−$1.0M
- LightspeedLSPD15,505 shares · 0.0% of their software$345KFlat
- Alarm.com Holdings, Inc.ALRM5,227 shares · 0.0% of their software$323KFlat
- UnityU8,422 shares · 0.0% of their software · price −$525K$311K−$26.0M
- BlackBerry LimitedBB56,152 shares · 0.0% of their software$303KFlat
- PalantirPLTR28,853 shares · 0.0% of their software$261KFlat
- eGain CorporationEGAN21,813 shares · 0.0% of their software$213KFlat
- Grab Holdings LimitedGRAB68,593 shares · 0.0% of their software$173KFlat
- WixWIX2,649 shares · 0.0% of their software$173KFlat
- Ooma, Inc.OOMA13,138 shares · 0.0% of their software$155KFlat
- SprinklrCXM11,511 shares · 0.0% of their software$116KFlat
- BlackLineBL1,722 shares · 0.0% of their software$115KFlat
- Riskified Ltd.RSKD19,342 shares · 0.0% of their software$86KFlat
- GuidewireGWRE1,071 shares · 0.0% of their software$76KFlat
- Kingsoft Cloud Holdings LimitedKC16,755 shares · 0.0% of their software$74KFlat
- YextYEXT15,169 shares · 0.0% of their software$73KFlat
- Tuya Inc.TUYA23,750 shares · 0.0% of their software$62KFlat
- VTEXVTEX18,226 shares · 0.0% of their software$56KFlat
- Blend Labs, Inc.BLND10,932 shares · 0.0% of their software$26KFlat