Generalist · San Mateo, CA
Franklin Resources
Q1 2023 · compared with Q4 2022
Filed as Franklin Resources INC
- Software
- $25.4B
- Weight of 13F
- 13.1%
- Names
- 116
- Net bought
- −$417M
Filed 12 May 2023 · SEC filing.
2,226 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
- MicrosoftMSFT26,847,263 shares · 30.4% of their software · price +$1.3B$7.7BFlat
- ServiceNowNOW3,226,011 shares · 5.9% of their software · price +$247M$1.5B−$25.7M
- Roper Technologies, Inc.ROP3,312,145 shares · 5.7% of their software · price +$28.5M$1.5BFlat
- SynopsysSNPS3,689,303 shares · 5.6% of their software · price +$247M$1.4B−$46.8M
- IntuitINTU2,661,731 shares · 4.7% of their software · price +$151M$1.2B−$59.2M
- SalesforceCRM4,255,278 shares · 3.3% of their software · price +$286M$850MFlat
- ShopifySHOP14,167,758 shares · 2.7% of their software · price +$187M$679M+$10.4M
- CadenceCDNS3,035,719 shares · 2.5% of their software · price +$150M$638M+$39.0M
- WorkdayWDAY2,858,987 shares · 2.3% of their software · price +$112M$590M+$33.0M
- OracleORCL5,916,090 shares · 2.2% of their software · price +$66.1M$550M−$25.3M
- CoStarCSGP7,153,631 shares · 1.9% of their software · price −$60.3M$493M−$155M
- Fiserv, Inc.FISV4,169,612 shares · 1.9% of their software · price +$49.9M$471MFlat
- MongoDBMDB1,878,061 shares · 1.7% of their software · price +$68.1M$438M−$16.6M
- VeevaVEEV2,080,233 shares · 1.5% of their software · price +$46.6M$382M−$11.9M
- AtlassianTEAM2,155,347 shares · 1.5% of their software · price +$91.6M$369M−$46.8M
- HubSpotHUBS819,307 shares · 1.4% of their software · price +$114M$351M−$15.5M
- Tyler TechnologiesTYL981,907 shares · 1.4% of their software · price +$31.6M$348M−$37.6M
- AdobeADBE896,187 shares · 1.4% of their software · price +$43.8M$345M−$90.2M
- SnowflakeSNOW2,212,093 shares · 1.3% of their software · price +$23.8M$341M−$43.9M
- PaycomPAYC1,095,062 shares · 1.3% of their software · price −$6.9M$333M+$51.1M
- monday.comMNDY1,997,336 shares · 1.1% of their software · price +$41.4M$285M−$18.1M
- Palo Alto NetworksPANW1,345,869 shares · 1.1% of their software · price +$81.0M$269M−$4.4M
- ACI WorldwideACIW9,505,617 shares · 1.0% of their software · price +$37.8M$256M+$35.2M
- CrowdStrikeCRWD1,757,633 shares · 0.9% of their software · price +$56.2M$241M−$53.8M
- BILLBILL2,878,055 shares · 0.9% of their software · price −$80.1M$234MFlat
- DatadogDDOG2,945,856 shares · 0.8% of their software · price −$2.5M$214MFlat
- Gen DigitalGEN11,863,553 shares · 0.8% of their software · price −$50.7M$204M+$94.2M
- Uber Technologies, Inc.UBER6,340,833 shares · 0.8% of their software · price +$44.2M$201M+$9.2M
- Check PointCHKP1,531,095 shares · 0.8% of their software · price +$5.9M$199M+$8.4M
- CloudflareNET3,147,439 shares · 0.8% of their software · price +$51.8M$194M−$8.5M
- NICENICE838,939 shares · 0.8% of their software · price +$30.7M$192M−$4.2M
- SS&CSSNC2,981,254 shares · 0.7% of their software · price +$13.1M$168M+$2.9M
- BroadridgeBR1,132,875 shares · 0.7% of their software · price +$14.1M$166M−$3.8M
- AutodeskADSK787,562 shares · 0.6% of their software · price +$16.8M$164MFlat
- PTCPTC1,187,331 shares · 0.6% of their software · price +$9.7M$152MFlat
- ZscalerZS1,088,003 shares · 0.5% of their software · price +$5.4M$127M−$21.5M
- OpenTextOTEX3,182,208 shares · 0.5% of their software · price +$28.4M$123MFlat
- GitLabGTLB3,375,281 shares · 0.5% of their software · price −$37.6M$116M+$39.5M
- F5, Inc.FFIV752,903 shares · 0.4% of their software · price +$1.6M$110M+$6.2M
- Paychex, Inc.PAYX937,214 shares · 0.4% of their software · price −$909K$107M+$2.8M
- Automatic Data Processing, Inc.ADP479,528 shares · 0.4% of their software · price −$7.8M$107M−$5.2M
- Block, Inc.XYZ1,453,964 shares · 0.4% of their software · price +$8.4M$99.8M+$9.7M
- PaylocityPCTY498,988 shares · 0.4% of their software · price +$2.3M$99.2MFlat
- DescartesDSGX995,355 shares · 0.3% of their software · price +$10.9M$80.3M+$4.3M
- NetScout Systems, Inc.NTCT2,628,736 shares · 0.3% of their software · price −$10.1M$75.3M−$56.8M
- ProcorePCOR1,127,344 shares · 0.3% of their software · price +$17.4M$70.6MFlat
- FactSetFDS151,205 shares · 0.2% of their software · price +$2.1M$62.8M−$3.7M
- CertaraCERT2,078,998 shares · 0.2% of their software · price +$16.7M$50.1M−$3.4M
- Shift4 Payments, Inc.FOUR655,759 shares · 0.2% of their software · price +$13.0M$49.7M−$10.9M
- Fair IsaacFICO69,724 shares · 0.2% of their software · price +$7.3M$49.0M+$22.7M
- FlywireFLYW1,661,570 shares · 0.2% of their software · price +$8.1M$48.8M−$3.7M
- FreshworksFRSH2,954,993 shares · 0.2% of their software · price +$1.9M$45.4M−$5.7M
- PhreesiaPHR1,261,078 shares · 0.2% of their software$40.7M−$2.6M
- VeriskVRSK205,944 shares · 0.2% of their software · price +$3.2M$39.5MFlat
- FortinetFTNT551,445 shares · 0.1% of their software · price +$9.7M$36.6M−$30.0M
- PaymentusPAY3,345,049 shares · 0.1% of their software · price +$2.8M$29.6MFlat
- LiveRamp Holdings, Inc.RAMP1,124,669 shares · 0.1% of their software · price −$1.7M$24.7MFlat
- Manhattan AssociatesMANH135,946 shares · 0.1% of their software · price +$4.5M$21.1M+$2.9M
- AlkamiALKT1,576,849 shares · 0.1% of their software · price −$3.0M$20.0MFlat
- ToastTOST1,058,831 shares · 0.1% of their software$18.8M+$15.3M
- Nerdy Inc.NRDY4,270,850 shares · 0.1% of their software · price +$8.2M$17.9M−$1.4M
- Amdocs LimitedDOX168,439 shares · 0.1% of their software · price +$864K$16.2M−$3.1M
- CS Disco, Inc.LAW2,326,609 shares · 0.1% of their software · price +$745K$15.4MFlat
- Commerce.com, Inc.CMRC1,387,626 shares · 0.0% of their software$12.4MFlat
- Nayax Ltd.NYAX686,221 shares · 0.0% of their software · price −$1.7M$11.7MNew · +$13.5M
- Repay Holdings CorporationRPAY1,314,028 shares · 0.0% of their software · price −$1.9M$8.6MFlat
- AvePointAVPT2,003,112 shares · 0.0% of their software$8.3MFlat
- NetApp, Inc.NTAP123,269 shares · 0.0% of their software$7.9MFlat
- VeriSign, Inc.VRSN31,386 shares · 0.0% of their software$6.6M−$757K
- Q2QTWO265,532 shares · 0.0% of their software · price −$597K$6.5MFlat
- SAPSAP46,501 shares · 0.0% of their software · price +$1.1M$5.9MFlat
- TeradataTDC112,492 shares · 0.0% of their software · price +$745K$4.5M−$922K
- MorningstarMORN21,138 shares · 0.0% of their software$4.3MFlat
- SPS CommerceSPSC27,385 shares · 0.0% of their software · price +$654K$4.2MNew · +$3.5M
- TrimbleTRMB61,198 shares · 0.0% of their software$3.2MFlat
- QualysQLYS22,427 shares · 0.0% of their software$2.9MFlat
- DropboxDBX134,781 shares · 0.0% of their software$2.9M−$945K
- Euronet Worldwide, Inc.EEFT21,649 shares · 0.0% of their software$2.4MNew · +$2.0M
- GoDaddyGDDY24,874 shares · 0.0% of their software$1.9M+$743K
- AkamaiAKAM21,470 shares · 0.0% of their software$1.7MFlat
- ZoomZM18,937 shares · 0.0% of their software$1.4MFlat
- DHI Group, Inc.DHX360,217 shares · 0.0% of their software · price −$508K$1.4MFlat
- The Trade DeskTTD20,818 shares · 0.0% of their software$1.3MFlat
- Intapp, Inc.INTA25,061 shares · 0.0% of their software$1.1MNew · +$625K
- OktaOKTA10,409 shares · 0.0% of their software$898KFlat
- Full Truck Alliance Co. Ltd.YMM112,986 shares · 0.0% of their software$860KFlat
- ePlus inc.PLUS16,871 shares · 0.0% of their software$827KFlat
- TwilioTWLO9,438 shares · 0.0% of their software$629KFlat
- DocuSignDOCU10,423 shares · 0.0% of their software$608KFlat
- A10 Networks, Inc.ATEN37,973 shares · 0.0% of their software$588KFlat
- CommvaultCVLT10,195 shares · 0.0% of their software$578KFlat
- TenableTENB11,732 shares · 0.0% of their software$557KFlat
- PalantirPLTR63,340 shares · 0.0% of their software$535KFlat
- BoxBOX19,130 shares · 0.0% of their software$512KFlat
- DigitalOceanDOCN12,800 shares · 0.0% of their software$501KNew · Flat
- UnityU12,510 shares · 0.0% of their software$406KFlat
- StoneCo Ltd.STNE41,130 shares · 0.0% of their software$392KNew · Flat
- VaronisVRNS14,485 shares · 0.0% of their software$377KFlat
- International Money Express, Inc.IMXI14,135 shares · 0.0% of their software$364KFlat
- ZoomInfoZI12,599 shares · 0.0% of their software$311K—
- DynatraceDT7,055 shares · 0.0% of their software$298KFlat
- Bentley SystemsBSY6,764 shares · 0.0% of their software$291KFlat
- Alarm.com Holdings, Inc.ALRM5,360 shares · 0.0% of their software$270KFlat
- 8x8EGHT60,647 shares · 0.0% of their software$253KNew
- Grab Holdings LimitedGRAB72,788 shares · 0.0% of their software$219KFlat
- WixWIX2,180 shares · 0.0% of their software$218KFlat
- DoximityDOCS6,228 shares · 0.0% of their software$202KNew · Flat
- BlackBerry LimitedBB38,208 shares · 0.0% of their software$175KFlat
- eGain CorporationEGAN22,067 shares · 0.0% of their software$167KFlat
- Kingsoft Cloud Holdings LimitedKC18,030 shares · 0.0% of their software$160KFlat
- Definitive HealthcareDH14,557 shares · 0.0% of their software$150KFlat
- GuidewireGWRE930 shares · 0.0% of their software$76KFlat
- Tuya Inc.TUYA34,685 shares · 0.0% of their software$66KFlat
- Lyft, Inc.LYFT2,056 shares · 0.0% of their software$19K−$20.7M
- WorkivaWK146 shares · 0.0% of their software$15KFlat
- BlackLineBL160 shares · 0.0% of their software$11KFlat