Generalist · San Mateo, CA
Franklin Resources
Q4 2022 · compared with Q3 2022
Filed as Franklin Resources INC
- Software
- $22.4B
- Weight of 13F
- 11.9%
- Names
- 110
- Net bought
- +$178M
Filed 10 February 2023 · SEC filing.
2,245 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
- MicrosoftMSFT26,722,285 shares · 28.6% of their software · price +$185M$6.4BFlat
- Roper Technologies, Inc.ROP3,326,540 shares · 6.4% of their software · price +$241M$1.4BFlat
- ServiceNowNOW3,292,190 shares · 5.7% of their software · price +$35.1M$1.3B−$26.3M
- SynopsysSNPS3,836,016 shares · 5.5% of their software · price +$52.9M$1.2B−$14.3M
- IntuitINTU2,813,805 shares · 4.9% of their software · price +$5.3M$1.1B−$15.8M
- CoStarCSGP9,154,010 shares · 3.2% of their software · price +$69.8M$707M−$9.3M
- SalesforceCRM4,296,750 shares · 2.5% of their software · price −$48.3M$570M−$205M
- OracleORCL6,225,073 shares · 2.3% of their software · price +$129M$509M−$5.6M
- ShopifySHOP13,867,598 shares · 2.2% of their software · price +$108M$481M+$16.7M
- CadenceCDNS2,792,761 shares · 2.0% of their software · price −$7.8M$449M+$19.5M
- WorkdayWDAY2,661,988 shares · 2.0% of their software · price +$40.2M$445M−$42.9M
- Fiserv, Inc.FISV4,182,336 shares · 1.9% of their software · price +$31.4M$423M−$39.9M
- AdobeADBE1,164,092 shares · 1.8% of their software · price +$71.4M$392M−$46.1M
- MongoDBMDB1,962,574 shares · 1.7% of their software · price −$3.4M$386M+$23.4M
- SnowflakeSNOW2,517,926 shares · 1.6% of their software · price −$66.5M$361MFlat
- Tyler TechnologiesTYL1,098,670 shares · 1.6% of their software · price −$27.6M$354M+$15.4M
- VeevaVEEV2,153,718 shares · 1.6% of their software · price −$7.5M$348M−$67.7M
- AtlassianTEAM2,518,971 shares · 1.4% of their software · price −$206M$324MNew · +$530M
- BILLBILL2,875,160 shares · 1.4% of their software · price −$67.3M$313M−$66.5M
- PaycomPAYC930,401 shares · 1.3% of their software · price −$18.3M$289M+$85.8M
- monday.comMNDY2,145,567 shares · 1.2% of their software · price +$18.6M$262M+$28.4M
- HubSpotHUBS873,056 shares · 1.1% of their software · price +$16.6M$252M−$24.2M
- CrowdStrikeCRWD2,268,535 shares · 1.1% of their software · price −$135M$239M−$58.9M
- DatadogDDOG2,956,254 shares · 1.0% of their software · price −$45.2M$217M+$14.6M
- Palo Alto NetworksPANW1,377,282 shares · 0.9% of their software · price −$33.4M$192M−$25.5M
- Check PointCHKP1,464,518 shares · 0.8% of their software · price +$20.7M$185M−$6.9M
- ACI WorldwideACIW7,974,554 shares · 0.8% of their software · price +$16.7M$183M+$34.4M
- NICENICE860,714 shares · 0.7% of their software · price +$3.5M$166M+$2.8M
- Gen DigitalGEN7,468,945 shares · 0.7% of their software · price +$9.6M$160M−$11.1M
- BroadridgeBR1,161,322 shares · 0.7% of their software · price −$11.8M$156M+$14.0M
- SS&CSSNC2,924,861 shares · 0.7% of their software · price +$12.6M$152M+$58.4M
- CloudflareNET3,335,134 shares · 0.7% of their software · price −$33.7M$151M−$5.5M
- AutodeskADSK789,785 shares · 0.7% of their software$148MFlat
- Uber Technologies, Inc.UBER5,967,511 shares · 0.7% of their software · price −$10.6M$148M+$19.3M
- ZscalerZS1,280,307 shares · 0.6% of their software · price −$67.2M$143M+$38.7M
- PTCPTC1,188,278 shares · 0.6% of their software · price +$18.3M$143M−$1.8M
- NetScout Systems, Inc.NTCT4,374,987 shares · 0.6% of their software · price +$5.2M$142M−$22.2M
- Automatic Data Processing, Inc.ADP501,266 shares · 0.5% of their software · price +$6.4M$120M+$7.3M
- GitLabGTLB2,506,150 shares · 0.5% of their software · price −$14.5M$114M+$18.5M
- Paychex, Inc.PAYX912,894 shares · 0.5% of their software · price +$3.1M$105M+$15.5M
- F5, Inc.FFIV709,677 shares · 0.5% of their software · price −$866K$102M−$14.6M
- PaylocityPCTY499,024 shares · 0.4% of their software · price −$23.6M$96.9M+$36.4M
- OpenTextOTEX3,207,584 shares · 0.4% of their software · price +$10.3M$95.0M−$27.8M
- Block, Inc.XYZ1,299,587 shares · 0.4% of their software · price +$10.2M$81.7MFlat
- DescartesDSGX933,412 shares · 0.3% of their software · price +$5.7M$65.0M−$628K
- FactSetFDS160,334 shares · 0.3% of their software$64.3M−$965K
- FortinetFTNT1,165,572 shares · 0.3% of their software$57.0M−$8.3M
- ZoomInfoZI1,884,845 shares · 0.3% of their software$56.8M—
- ProcorePCOR1,119,116 shares · 0.2% of their software · price −$2.6M$52.8MFlat
- FreshworksFRSH3,341,847 shares · 0.2% of their software · price +$5.8M$49.2M−$1.3M
- Shift4 Payments, Inc.FOUR850,995 shares · 0.2% of their software · price +$9.6M$47.6M−$528K
- FlywireFLYW1,813,586 shares · 0.2% of their software · price +$2.7M$44.4M+$1.3M
- PhreesiaPHR1,340,771 shares · 0.2% of their software · price +$9.2M$43.4M−$2.3M
- CertaraCERT2,292,253 shares · 0.2% of their software · price +$6.4M$36.8MFlat
- VeriskVRSK206,251 shares · 0.2% of their software · price +$1.2M$36.4M−$113M
- PaymentusPAY3,339,361 shares · 0.1% of their software · price −$5.7M$26.7M+$2.2M
- LiveRamp Holdings, Inc.RAMP1,123,031 shares · 0.1% of their software · price +$5.9M$26.3MFlat
- AlkamiALKT1,605,780 shares · 0.1% of their software · price −$739K$23.4M−$721K
- Lyft, Inc.LYFT1,878,977 shares · 0.1% of their software · price −$4.0M$20.7M−$861K
- Fair IsaacFICO31,821 shares · 0.1% of their software · price +$5.9M$19.0M+$632K
- Amdocs LimitedDOX202,979 shares · 0.1% of their software · price +$2.3M$18.5MFlat
- CS Disco, Inc.LAW2,323,598 shares · 0.1% of their software · price −$8.6M$14.7MFlat
- Manhattan AssociatesMANH111,856 shares · 0.1% of their software · price −$1.3M$13.6M+$1.2M
- Commerce.com, Inc.CMRC1,386,119 shares · 0.1% of their software · price −$8.4M$12.1M+$1.4M
- Nerdy Inc.NRDY4,886,607 shares · 0.0% of their software · price +$684K$11.0MFlat
- Repay Holdings CorporationRPAY1,294,435 shares · 0.0% of their software · price +$1.3M$10.4M+$1.7M
- AvePointAVPT2,000,972 shares · 0.0% of their software$8.2M−$1.4M
- Q2QTWO268,548 shares · 0.0% of their software · price −$1.4M$7.2M−$1.3M
- VeriSign, Inc.VRSN35,069 shares · 0.0% of their software · price +$1.1M$7.2M+$1.7M
- NetApp, Inc.NTAP119,755 shares · 0.0% of their software$7.2M+$687K
- SAPSAP51,122 shares · 0.0% of their software · price +$1.1M$5.3M+$595K
- MorningstarMORN23,255 shares · 0.0% of their software$5.0MFlat
- TeradataTDC139,883 shares · 0.0% of their software$4.7MFlat
- DropboxDBX176,996 shares · 0.0% of their software$4.0M+$1.0M
- ToastTOST209,655 shares · 0.0% of their software$3.8MNew · +$3.5M
- TrimbleTRMB64,209 shares · 0.0% of their software$3.2MFlat
- QualysQLYS22,800 shares · 0.0% of their software · price −$619K$2.6MFlat
- AkamaiAKAM22,748 shares · 0.0% of their software$1.9MFlat
- DHI Group, Inc.DHX360,217 shares · 0.0% of their software$1.9MFlat
- ZoomZM20,374 shares · 0.0% of their software$1.4MFlat
- GoDaddyGDDY14,939 shares · 0.0% of their software$1.1MFlat
- Full Truck Alliance Co. Ltd.YMM116,419 shares · 0.0% of their software$931KFlat
- The Trade DeskTTD17,219 shares · 0.0% of their software$772K−$1.6M
- DocuSignDOCU13,490 shares · 0.0% of their software$748KFlat
- ePlus inc.PLUS16,811 shares · 0.0% of their software$744KFlat
- VaronisVRNS30,868 shares · 0.0% of their software$739KFlat
- CommvaultCVLT10,361 shares · 0.0% of their software$651KFlat
- A10 Networks, Inc.ATEN37,787 shares · 0.0% of their software$628KFlat
- OktaOKTA8,848 shares · 0.0% of their software$605KFlat
- BoxBOX18,887 shares · 0.0% of their software$588KFlat
- TenableTENB11,686 shares · 0.0% of their software$446KFlat
- UnityU15,514 shares · 0.0% of their software$444KFlat
- PalantirPLTR68,985 shares · 0.0% of their software$443KFlat
- Sprout SocialSPT6,511 shares · 0.0% of their software$368KFlat
- TwilioTWLO7,412 shares · 0.0% of their software$363KFlat
- International Money Express, Inc.IMXI14,125 shares · 0.0% of their software$344KFlat
- Alarm.com Holdings, Inc.ALRM5,330 shares · 0.0% of their software$264KFlat
- DynatraceDT6,651 shares · 0.0% of their software$255KNew · Flat
- Bentley SystemsBSY6,700 shares · 0.0% of their software$248KNew · Flat
- Grab Holdings LimitedGRAB72,309 shares · 0.0% of their software$233KFlat
- eGain CorporationEGAN22,021 shares · 0.0% of their software$199KFlat
- LightspeedLSPD12,757 shares · 0.0% of their software$182KFlat
- WixWIX2,246 shares · 0.0% of their software$173KFlat
- Definitive HealthcareDH14,462 shares · 0.0% of their software$159KFlat
- BlackBerry LimitedBB44,325 shares · 0.0% of their software$144KFlat
- Kingsoft Cloud Holdings LimitedKC17,575 shares · 0.0% of their software$67KFlat
- Tuya Inc.TUYA33,880 shares · 0.0% of their software$65KFlat
- GuidewireGWRE979 shares · 0.0% of their software$61KFlat
- WorkivaWK146 shares · 0.0% of their software$12KFlat
- BlackLineBL153 shares · 0.0% of their software$10KFlat