Generalist · San Mateo, CA
Franklin Resources
Q3 2022 · compared with Q2 2022
Filed as Franklin Resources INC
- Software
- $22.0B
- Weight of 13F
- 12.3%
- Names
- 108
- Net bought
- +$876M
Filed 14 November 2022 · SEC filing.
2,211 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
- MicrosoftMSFT26,462,353 shares · 28.0% of their software · price −$633M$6.2B+$151M
- ServiceNowNOW3,361,816 shares · 5.8% of their software · price −$329M$1.3BFlat
- Roper Technologies, Inc.ROP3,335,269 shares · 5.5% of their software · price −$117M$1.2B−$21.6M
- SynopsysSNPS3,882,973 shares · 5.4% of their software · price +$7.0M$1.2B+$47.7M
- IntuitINTU2,854,656 shares · 5.0% of their software · price +$5.4M$1.1BFlat
- SalesforceCRM5,723,914 shares · 3.7% of their software · price −$121M$823M+$111M
- CoStarCSGP9,288,017 shares · 2.9% of their software · price +$85.8M$647M+$21.4M
- WorkdayWDAY2,943,489 shares · 2.0% of their software · price +$37.2M$448M−$49.0M
- BILLBILL3,377,431 shares · 2.0% of their software · price +$75.8M$447M−$22.5M
- CadenceCDNS2,673,534 shares · 2.0% of their software · price +$35.8M$437M+$37.9M
- CrowdStrikeCRWD2,625,841 shares · 2.0% of their software · price −$9.8M$433M+$33.1M
- Fiserv, Inc.FISV4,608,393 shares · 2.0% of their software · price +$21.2M$431M−$24.3M
- SnowflakeSNOW2,528,772 shares · 2.0% of their software · price +$78.1M$430M+$67.9M
- VeevaVEEV2,564,158 shares · 1.9% of their software · price −$85.0M$423M+$17.0M
- OracleORCL6,316,023 shares · 1.8% of their software · price −$55.6M$386M+$15.7M
- AdobeADBE1,331,646 shares · 1.7% of their software · price −$121M$366M−$210M
- Tyler TechnologiesTYL1,054,409 shares · 1.7% of their software · price +$15.8M$366M+$49.9M
- MongoDBMDB1,844,519 shares · 1.7% of their software · price −$112M$366M+$129M
- ShopifySHOP13,249,403 shares · 1.6% of their software · price −$57.0M$357M−$10.6M
- HubSpotHUBS962,739 shares · 1.2% of their software · price −$29.4M$260M−$50.4M
- Palo Alto NetworksPANW1,533,253 shares · 1.1% of their software · price −$506M$251M+$489M
- DatadogDDOG2,792,314 shares · 1.1% of their software · price −$18.0M$248M−$5.2M
- PaycomPAYC670,255 shares · 1.0% of their software · price +$33.4M$221M+$6.1M
- monday.comMNDY1,894,811 shares · 1.0% of their software · price +$19.3M$215M+$39.7M
- CloudflareNET3,433,898 shares · 0.9% of their software · price +$39.7M$190M+$19.3M
- ZscalerZS1,044,646 shares · 0.8% of their software · price +$15.5M$172M+$28.0M
- Check PointCHKP1,526,098 shares · 0.8% of their software · price −$14.9M$171M−$19.8M
- Gen DigitalGEN8,018,924 shares · 0.7% of their software · price −$14.6M$162M+$1.9M
- NetScout Systems, Inc.NTCT5,085,234 shares · 0.7% of their software · price −$12.9M$159M−$20.7M
- NICENICE845,839 shares · 0.7% of their software · price −$3.6M$159M−$1.7M
- ZoomInfoZI3,702,084 shares · 0.7% of their software$154M—
- BroadridgeBR1,064,488 shares · 0.7% of their software · price +$1.9M$154M+$23.9M
- AutodeskADSK795,540 shares · 0.7% of their software · price +$11.8M$149MFlat
- VeriskVRSK869,630 shares · 0.7% of their software · price −$2.2M$148M+$25.5M
- Uber Technologies, Inc.UBER5,237,629 shares · 0.6% of their software · price +$31.6M$139M+$26.5M
- ACI WorldwideACIW6,326,412 shares · 0.6% of their software · price −$31.6M$132M+$32.1M
- PTCPTC1,205,148 shares · 0.6% of their software · price −$2.1M$126MFlat
- F5, Inc.FFIV810,746 shares · 0.5% of their software · price −$6.7M$117M+$38.6M
- OpenTextOTEX4,258,987 shares · 0.5% of their software · price −$48.6M$112M+$32.4M
- GitLabGTLB2,144,505 shares · 0.5% of their software · price −$4.1M$110M+$46.9M
- Automatic Data Processing, Inc.ADP469,102 shares · 0.5% of their software · price +$7.6M$106M+$4.8M
- Paychex, Inc.PAYX774,444 shares · 0.4% of their software · price −$1.3M$86.9M+$37.4M
- PaylocityPCTY348,423 shares · 0.4% of their software · price +$23.4M$84.2M+$13.5M
- SS&CSSNC1,700,986 shares · 0.4% of their software · price −$17.6M$81.2M+$96.4M
- Block, Inc.XYZ1,295,927 shares · 0.3% of their software · price −$8.4M$71.3M+$4.8M
- FortinetFTNT1,335,423 shares · 0.3% of their software · price −$9.9M$65.6M−$63.2M
- FactSetFDS162,745 shares · 0.3% of their software · price +$2.5M$65.1M+$4.4M
- DescartesDSGX943,299 shares · 0.3% of their software · price +$1.4M$59.9M+$1.7M
- ProcorePCOR1,120,312 shares · 0.3% of their software · price +$4.6M$55.4MFlat
- FreshworksFRSH3,441,787 shares · 0.2% of their software · price −$620K$44.6MFlat
- FlywireFLYW1,755,879 shares · 0.2% of their software · price +$9.4M$40.3M+$1.3M
- Shift4 Payments, Inc.FOUR862,841 shares · 0.2% of their software · price +$10.0M$38.5MFlat
- PhreesiaPHR1,429,087 shares · 0.2% of their software · price +$672K$36.4M+$652K
- CertaraCERT2,282,447 shares · 0.1% of their software · price −$18.7M$30.3M+$6.0M
- PaymentusPAY3,111,615 shares · 0.1% of their software · price −$11.4M$30.2M+$1.8M
- Lyft, Inc.LYFT1,944,379 shares · 0.1% of their software$25.6M+$2.4M
- AlkamiALKT1,653,658 shares · 0.1% of their software · price +$1.9M$24.9M+$1.8M
- CS Disco, Inc.LAW2,337,412 shares · 0.1% of their software · price −$18.8M$23.4M+$15.8M
- LiveRamp Holdings, Inc.RAMP1,122,701 shares · 0.1% of their software · price −$8.6M$20.4MFlat
- Commerce.com, Inc.CMRC1,290,086 shares · 0.1% of their software · price −$1.8M$19.1MFlat
- Amdocs LimitedDOX206,762 shares · 0.1% of their software · price −$798K$16.4M+$4.4M
- Manhattan AssociatesMANH102,586 shares · 0.1% of their software · price +$1.9M$13.6M+$2.7M
- Fair IsaacFICO30,286 shares · 0.1% of their software$12.5M+$2.2M
- Nerdy Inc.NRDY4,912,230 shares · 0.0% of their software$10.4MFlat
- Q2QTWO309,310 shares · 0.0% of their software · price −$2.0M$10.0MFlat
- AvePointAVPT2,355,659 shares · 0.0% of their software · price −$777K$9.4MFlat
- Repay Holdings CorporationRPAY1,060,022 shares · 0.0% of their software · price −$6.1M$7.5M−$2.1M
- NetApp, Inc.NTAP108,640 shares · 0.0% of their software$6.7MFlat
- MorningstarMORN22,457 shares · 0.0% of their software · price −$663K$4.8MFlat
- TeradataTDC143,599 shares · 0.0% of their software · price −$854K$4.5M+$1.4M
- VeriSign, Inc.VRSN25,041 shares · 0.0% of their software$4.4M+$2.3M
- SAPSAP43,800 shares · 0.0% of their software$3.6M+$2.2M
- TrimbleTRMB61,883 shares · 0.0% of their software$3.4M−$22.2M
- QualysQLYS23,011 shares · 0.0% of their software$3.2MFlat
- The Trade DeskTTD44,822 shares · 0.0% of their software · price +$801K$2.7MFlat
- DropboxDBX126,749 shares · 0.0% of their software$2.6M−$2.2M
- DHI Group, Inc.DHX360,217 shares · 0.0% of their software$1.9MFlat
- AkamaiAKAM23,847 shares · 0.0% of their software$1.9MFlat
- ZoomZM18,999 shares · 0.0% of their software · price −$653K$1.4M−$2.0M
- GoDaddyGDDY13,512 shares · 0.0% of their software$958KFlat
- BoxBOX37,141 shares · 0.0% of their software$906KFlat
- VaronisVRNS30,822 shares · 0.0% of their software$818KFlat
- SPS CommerceSPSC6,068 shares · 0.0% of their software$755KFlat
- Sabre CorporationSABR135,924 shares · 0.0% of their software$700K−$8.9M
- Full Truck Alliance Co. Ltd.YMM106,543 shares · 0.0% of their software$698KFlat
- ePlus inc.PLUS16,599 shares · 0.0% of their software$689KFlat
- CommvaultCVLT10,654 shares · 0.0% of their software$565KFlat
- A10 Networks, Inc.ATEN37,851 shares · 0.0% of their software$502KFlat
- OktaOKTA8,390 shares · 0.0% of their software$477K−$185M
- PalantirPLTR58,642 shares · 0.0% of their software$476KFlat
- TwilioTWLO6,746 shares · 0.0% of their software$467K−$61.2M
- Sprout SocialSPT7,182 shares · 0.0% of their software$436KFlat
- WorkivaWK5,482 shares · 0.0% of their software$426KFlat
- UnityU13,251 shares · 0.0% of their software$422KFlat
- TenableTENB12,065 shares · 0.0% of their software$420KFlat
- DocuSignDOCU7,342 shares · 0.0% of their software$392K−$5.7M
- Alarm.com Holdings, Inc.ALRM5,326 shares · 0.0% of their software$346KFlat
- International Money Express, Inc.IMXI14,170 shares · 0.0% of their software$322KNew · Flat
- Definitive HealthcareDH15,858 shares · 0.0% of their software$246KFlat
- BlackBerry LimitedBB48,158 shares · 0.0% of their software$227KFlat
- LightspeedLSPD12,447 shares · 0.0% of their software$219KFlat
- eGain CorporationEGAN22,097 shares · 0.0% of their software$163KFlat
- Grab Holdings LimitedGRAB54,143 shares · 0.0% of their software$142KFlat
- WixWIX1,601 shares · 0.0% of their software$125KFlat
- GuidewireGWRE1,254 shares · 0.0% of their software$78KFlat
- Kingsoft Cloud Holdings LimitedKC16,125 shares · 0.0% of their software$32KFlat
- Tuya Inc.TUYA25,893 shares · 0.0% of their software$24KFlat
- BlackLineBL334 shares · 0.0% of their software$20KFlat