Generalist · San Mateo, CA
Franklin Resources
Q4 2023 · compared with Q3 2023
Filed as Franklin Resources INC
- Software
- $32.1B
- Weight of 13F
- 15.3%
- Names
- 148
- Net bought
- −$1.3B
Filed 9 February 2024 · SEC filing.
2,555 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
- MicrosoftMSFT25,325,583 shares · 29.7% of their software · price +$1.5B$9.5B−$143M
- ServiceNowNOW3,027,248 shares · 6.7% of their software · price +$447M$2.1B−$76.1M
- Roper Technologies, Inc.ROP3,265,814 shares · 5.5% of their software · price +$199M$1.8BFlat
- SynopsysSNPS3,238,607 shares · 5.2% of their software · price +$181M$1.7B−$49.7M
- IntuitINTU2,550,066 shares · 5.0% of their software · price +$291M$1.6B−$55.4M
- AdobeADBE1,583,878 shares · 2.9% of their software · price +$137M$945M+$9.7M
- SalesforceCRM3,588,120 shares · 2.9% of their software · price +$217M$944M−$87.6M
- ShopifySHOP11,352,453 shares · 2.8% of their software · price +$265M$884M−$90.1M
- WorkdayWDAY2,992,912 shares · 2.6% of their software · price +$183M$826M−$18.4M
- CadenceCDNS2,975,819 shares · 2.5% of their software · price +$113M$811MFlat
- MongoDBMDB1,918,297 shares · 2.4% of their software · price +$121M$784M+$55.9M
- OracleORCL6,230,044 shares · 2.0% of their software · price −$3.1M$657M−$54.1M
- HubSpotHUBS1,108,410 shares · 2.0% of their software · price +$97.6M$643M+$41.5M
- Palo Alto NetworksPANW1,710,943 shares · 1.6% of their software · price +$103M$505M+$32.2M
- Uber Technologies, Inc.UBER8,184,831 shares · 1.6% of their software · price +$128M$504M+$14.7M
- CrowdStrikeCRWD1,890,522 shares · 1.5% of their software · price +$166M$483M−$54.0M
- AtlassianTEAM2,003,385 shares · 1.5% of their software · price +$72.8M$477M−$34.7M
- Tyler TechnologiesTYL1,040,341 shares · 1.4% of their software · price +$33.3M$435M+$25.1M
- Fiserv, Inc.FISV3,181,128 shares · 1.3% of their software · price +$63.2M$423M−$84.3M
- monday.comMNDY2,191,928 shares · 1.3% of their software · price +$62.7M$412M−$17.2M
- Fair IsaacFICO283,565 shares · 1.0% of their software · price +$83.8M$330M+$49.5M
- DatadogDDOG2,499,679 shares · 0.9% of their software · price +$75.7M$303M−$8.9M
- VeevaVEEV1,560,395 shares · 0.9% of their software · price −$17.1M$300M−$88.9M
- VeriskVRSK1,141,516 shares · 0.8% of their software · price +$3.0M$273M+$128M
- SnowflakeSNOW1,324,984 shares · 0.8% of their software · price +$61.3M$264M−$15.7M
- Gen DigitalGEN11,269,360 shares · 0.8% of their software · price +$57.9M$257M−$2.8M
- ACI WorldwideACIW8,011,993 shares · 0.8% of their software · price +$64.4M$245M−$44.7M
- BILLBILL2,953,945 shares · 0.8% of their software · price −$79.7M$241M+$38.6M
- SS&CSSNC3,871,753 shares · 0.7% of their software · price +$33.2M$237M+$2.9M
- PTCPTC1,192,272 shares · 0.7% of their software · price +$39.7M$209M+$1.9M
- CloudflareNET2,422,192 shares · 0.6% of their software · price +$49.0M$202M−$8.2M
- BroadridgeBR964,803 shares · 0.6% of their software · price +$25.8M$199M−$4.3M
- AutodeskADSK785,298 shares · 0.6% of their software · price +$28.7M$191MFlat
- ZscalerZS854,110 shares · 0.6% of their software · price +$56.3M$189M−$35.3M
- Manhattan AssociatesMANH872,966 shares · 0.6% of their software · price +$15.4M$188M+$24.8M
- Block, Inc.XYZ2,300,083 shares · 0.6% of their software · price +$76.1M$178M+$1.8M
- GitLabGTLB2,353,743 shares · 0.5% of their software · price +$41.8M$148MFlat
- NICENICE648,202 shares · 0.4% of their software · price +$19.1M$129M−$34.3M
- CoStarCSGP1,401,139 shares · 0.4% of their software · price +$14.7M$122M+$2.3M
- Paychex, Inc.PAYX953,829 shares · 0.4% of their software · price +$3.6M$114M+$1.2M
- ZoomInfoZI6,055,152 shares · 0.3% of their software$112M—
- Automatic Data Processing, Inc.ADP441,308 shares · 0.3% of their software · price −$3.4M$103MFlat
- FreshworksFRSH3,175,334 shares · 0.2% of their software · price +$11.3M$74.6M+$3.9M
- PaycomPAYC343,085 shares · 0.2% of their software · price −$18.0M$70.9M−$221M
- DescartesDSGX824,690 shares · 0.2% of their software · price +$8.8M$69.3M−$32.4M
- ProcorePCOR917,061 shares · 0.2% of their software · price +$3.6M$63.5M−$13.7M
- F5, Inc.FFIV294,039 shares · 0.2% of their software · price +$5.2M$52.6M−$55.1M
- LiveRamp Holdings, Inc.RAMP1,374,910 shares · 0.2% of their software · price +$12.4M$52.1MFlat
- DuolingoDUOL219,058 shares · 0.2% of their software · price +$13.4M$49.7M+$13.6M
- Check PointCHKP304,180 shares · 0.1% of their software · price +$5.9M$46.5M−$179M
- Shift4 Payments, Inc.FOUR620,850 shares · 0.1% of their software · price +$11.8M$46.2M−$1.9M
- FlywireFLYW1,783,297 shares · 0.1% of their software · price −$15.6M$41.3M+$5.2M
- PaymentusPAY2,189,578 shares · 0.1% of their software · price +$2.8M$39.1M−$17.7M
- KlaviyoKVYO1,380,515 shares · 0.1% of their software · price −$9.3M$38.4M+$23.3M
- PhreesiaPHR1,484,663 shares · 0.1% of their software · price +$6.6M$34.4M+$3.6M
- SPS CommerceSPSC176,400 shares · 0.1% of their software · price +$4.1M$34.2MFlat
- AlkamiALKT1,367,912 shares · 0.1% of their software · price +$8.2M$33.2M−$6.2M
- CertaraCERT1,820,864 shares · 0.1% of their software · price +$5.6M$32.0M+$2.0M
- The Trade DeskTTD393,907 shares · 0.1% of their software · price −$2.4M$28.3M+$4.2M
- NetApp, Inc.NTAP284,208 shares · 0.1% of their software · price +$3.5M$25.1MFlat
- FortinetFTNT422,189 shares · 0.1% of their software$24.7M−$2.8M
- Commerce.com, Inc.CMRC2,000,211 shares · 0.1% of their software$19.5M+$2.8M
- VeriSign, Inc.VRSN94,422 shares · 0.1% of their software$19.4MFlat
- CS Disco, Inc.LAW2,321,942 shares · 0.1% of their software · price +$2.2M$17.6MFlat
- Nayax Ltd.NYAX899,057 shares · 0.1% of their software · price −$4.8M$17.2MFlat
- NCR Atleos CorporationNATL687,609 shares · 0.1% of their software$16.7MNew · +$16.7M
- Nerdy Inc.NRDY4,267,218 shares · 0.0% of their software · price −$1.2M$14.6MFlat
- DropboxDBX458,789 shares · 0.0% of their software · price +$1.0M$13.5M+$1.8M
- Repay Holdings CorporationRPAY1,577,331 shares · 0.0% of their software · price +$1.5M$13.5MFlat
- AvePointAVPT1,235,569 shares · 0.0% of their software · price +$1.8M$10.1M−$2.2M
- OpenTextOTEX226,070 shares · 0.0% of their software · price +$1.6M$9.5M−$93.2M
- AppLovinAPP235,187 shares · 0.0% of their software$9.4M+$5.7M
- AkamaiAKAM73,579 shares · 0.0% of their software · price +$869K$8.7M+$5.1M
- SAPSAP49,526 shares · 0.0% of their software · price +$1.3M$7.7MFlat
- Q2QTWO162,282 shares · 0.0% of their software · price +$1.8M$7.0MFlat
- FactSetFDS12,389 shares · 0.0% of their software$5.9M−$699K
- Amdocs LimitedDOX64,754 shares · 0.0% of their software$5.7M−$5.4M
- TeradataTDC130,094 shares · 0.0% of their software$5.7MFlat
- QualysQLYS18,806 shares · 0.0% of their software · price +$822K$3.7MFlat
- DocuSignDOCU43,325 shares · 0.0% of their software · price +$756K$2.6MFlat
- GoDaddyGDDY23,605 shares · 0.0% of their software · price +$748K$2.5M+$646K
- TrimbleTRMB45,808 shares · 0.0% of their software$2.4MFlat
- WixWIX17,203 shares · 0.0% of their software · price +$537K$2.1MFlat
- InterDigital, Inc.IDCC18,860 shares · 0.0% of their software · price +$534K$2.0MFlat
- AppFolioAPPF10,441 shares · 0.0% of their software$1.8MFlat
- Rapid7RPD25,510 shares · 0.0% of their software$1.5MFlat
- VaronisVRNS32,085 shares · 0.0% of their software$1.5MFlat
- PalantirPLTR84,004 shares · 0.0% of their software$1.4MFlat
- EVERTEC, Inc.EVTC34,539 shares · 0.0% of their software$1.4MFlat
- RingCentralRNG41,637 shares · 0.0% of their software$1.4MFlat
- DHI Group, Inc.DHX531,181 shares · 0.0% of their software$1.4M+$523K
- ZoomZM18,585 shares · 0.0% of their software$1.3M−$2.3M
- ePlus inc.PLUS15,418 shares · 0.0% of their software$1.2MFlat
- ProgressPRGS22,030 shares · 0.0% of their software$1.2MFlat
- PagSeguro Digital Ltd.PAGS95,778 shares · 0.0% of their software$1.2MFlat
- BlackbaudBLKB12,840 shares · 0.0% of their software$1.1MFlat
- Sprout SocialSPT17,764 shares · 0.0% of their software$1.1MFlat
- OktaOKTA11,424 shares · 0.0% of their software$1.0MFlat
- NetScout Systems, Inc.NTCT43,176 shares · 0.0% of their software$948K−$30.3M
- Strategy IncMSTR1,484 shares · 0.0% of their software$937KFlat
- Clear Secure, Inc.YOU40,206 shares · 0.0% of their software$830KFlat
- MorningstarMORN2,868 shares · 0.0% of their software$821K−$1.5M
- Full Truck Alliance Co. Ltd.YMM115,190 shares · 0.0% of their software$807KFlat
- SchrödingerSDGR21,526 shares · 0.0% of their software$771KFlat
- CommvaultCVLT9,547 shares · 0.0% of their software$762KFlat
- Adeia Inc.ADEA54,462 shares · 0.0% of their software$675KFlat
- TwilioTWLO8,631 shares · 0.0% of their software$655KFlat
- Bentley SystemsBSY12,402 shares · 0.0% of their software$647KFlat
- DynatraceDT11,831 shares · 0.0% of their software$647KFlat
- PagerDutyPD27,588 shares · 0.0% of their software$639KFlat
- MagniteMGNI64,724 shares · 0.0% of their software$605KFlat
- SentinelOneS21,970 shares · 0.0% of their software$603KFlat
- StoneCo Ltd.STNE33,062 shares · 0.0% of their software$596KFlat
- Upbound Group, Inc.UPBD17,176 shares · 0.0% of their software$583KFlat
- PAR Technology CorporationPAR12,789 shares · 0.0% of their software$557KFlat
- Agilysys, Inc.AGYS6,243 shares · 0.0% of their software$530KFlat
- UnityU12,904 shares · 0.0% of their software$528KFlat
- YextYEXT89,278 shares · 0.0% of their software$526KFlat
- BoxBOX18,356 shares · 0.0% of their software$470KFlat
- A10 Networks, Inc.ATEN33,850 shares · 0.0% of their software$446KFlat
- PaylocityPCTY2,518 shares · 0.0% of their software$415K−$100M
- Simulations PlusSLP9,118 shares · 0.0% of their software$408KFlat
- DigitalOceanDOCN10,102 shares · 0.0% of their software$371KFlat
- International Money Express, Inc.IMXI16,696 shares · 0.0% of their software$369KFlat
- 8x8EGHT94,841 shares · 0.0% of their software$358K—
- Digital TurbineAPPS46,960 shares · 0.0% of their software$322KFlat
- Global-EGLBE7,537 shares · 0.0% of their software$299KFlat
- DoximityDOCS10,584 shares · 0.0% of their software$297KFlat
- Health CatalystHCAT30,218 shares · 0.0% of their software$280KFlat
- Mitek Systems, Inc.MITK20,882 shares · 0.0% of their software$272KFlat
- Zeta GlobalZETA30,696 shares · 0.0% of their software$271KFlat
- Alarm.com Holdings, Inc.ALRM4,186 shares · 0.0% of their software$270KFlat
- Consensus Cloud Solutions, Inc.CCSI9,598 shares · 0.0% of their software$252KFlat
- Thryv Holdings, Inc.THRY12,048 shares · 0.0% of their software$245KFlat
- Grab Holdings LimitedGRAB72,071 shares · 0.0% of their software$243KFlat
- UiPathPATH9,664 shares · 0.0% of their software$240KNew · Flat
- Immersion CorporationIMMR32,792 shares · 0.0% of their software$232KNew · Flat
- OneSpan Inc.OSPN21,158 shares · 0.0% of their software$227KFlat
- Definitive HealthcareDH21,495 shares · 0.0% of their software$214KFlat
- WorkivaWK2,092 shares · 0.0% of their software$212KFlat
- LightspeedLSPD9,768 shares · 0.0% of their software$205KNew · Flat
- eGain CorporationEGAN18,140 shares · 0.0% of their software$151KFlat
- BlackBerry LimitedBB39,444 shares · 0.0% of their software$140KFlat
- Ooma, Inc.OOMA12,537 shares · 0.0% of their software$135KFlat
- GuidewireGWRE1,121 shares · 0.0% of their software$122KFlat
- Tuya Inc.TUYA38,363 shares · 0.0% of their software$88KFlat
- Lyft, Inc.LYFT1,646 shares · 0.0% of their software$25KFlat
- BlackLineBL147 shares · 0.0% of their software$9KFlat