Generalist · San Mateo, CA
Franklin Resources
Q3 2024 · compared with Q2 2024
Filed as Franklin Resources INC
- Software
- $44.8B
- Weight of 13F
- 12.4%
- Names
- 171
- Net bought
- −$194M
Filed 12 November 2024 · SEC filing.
2,779 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
- MicrosoftMSFT39,255,840 shares · 36.7% of their software · price −$654M$16.5B+$555M
- OracleORCL21,125,721 shares · 8.3% of their software · price +$617M$3.7B+$713M
- ServiceNowNOW2,983,362 shares · 6.3% of their software · price +$321M$2.8B−$49.7M
- SynopsysSNPS3,660,040 shares · 4.5% of their software · price −$325M$2.0B−$175M
- Roper Technologies, Inc.ROP3,070,497 shares · 3.8% of their software · price −$22.2M$1.7B−$287M
- IntuitINTU2,479,717 shares · 3.4% of their software · price −$89.8M$1.5B−$24.9M
- CadenceCDNS4,603,833 shares · 2.9% of their software · price −$169M$1.3B−$89.3M
- SalesforceCRM4,422,894 shares · 2.9% of their software · price +$73.5M$1.3B−$96.5M
- AdobeADBE2,436,512 shares · 2.8% of their software · price −$92.0M$1.2B+$98.0M
- Uber Technologies, Inc.UBER12,828,712 shares · 2.4% of their software · price +$31.8M$1.1B−$33.6M
- ShopifySHOP11,851,098 shares · 2.2% of their software · price +$167M$997M−$29.7M
- Fair IsaacFICO357,976 shares · 1.7% of their software · price +$163M$741M−$118M
- Palo Alto NetworksPANW1,647,766 shares · 1.4% of their software · price +$4.6M$616MFlat
- Tyler TechnologiesTYL912,746 shares · 1.2% of their software · price +$73.9M$547M+$9.0M
- monday.comMNDY1,871,624 shares · 1.2% of their software · price +$69.3M$546M−$51.7M
- MongoDBMDB1,785,926 shares · 1.2% of their software · price +$36.4M$516M−$62.0M
- Fiserv, Inc.FISV2,671,238 shares · 1.2% of their software · price +$81.8M$516MFlat
- HubSpotHUBS773,622 shares · 1.0% of their software · price −$45.0M$433M−$293M
- AutodeskADSK1,448,968 shares · 0.9% of their software · price +$40.6M$413M+$95.8M
- Manhattan AssociatesMANH1,338,214 shares · 0.9% of their software · price +$46.4M$408M−$7.6M
- VeriskVRSK1,231,201 shares · 0.7% of their software · price −$2.0M$331M+$21.1M
- VeevaVEEV1,519,538 shares · 0.7% of their software · price +$40.8M$320M−$12.6M
- CrowdStrikeCRWD1,009,925 shares · 0.7% of their software · price −$104M$314M−$225M
- DatadogDDOG2,410,505 shares · 0.7% of their software · price −$35.3M$311M+$13.2M
- Gen DigitalGEN9,768,798 shares · 0.6% of their software · price +$23.9M$274MFlat
- ACI WorldwideACIW4,684,084 shares · 0.6% of their software · price +$53.0M$247M−$69.9M
- SS&CSSNC2,797,029 shares · 0.5% of their software · price +$32.3M$211M−$52.4M
- BroadridgeBR929,083 shares · 0.5% of their software · price +$16.8M$206M−$6.0M
- PTCPTC1,096,837 shares · 0.5% of their software · price −$1.1M$203M+$5.5M
- Automatic Data Processing, Inc.ADP667,068 shares · 0.4% of their software · price +$25.4M$194M+$12.4M
- CloudflareNET2,018,032 shares · 0.4% of their software · price −$3.9M$189M−$11.9M
- ZscalerZS914,057 shares · 0.4% of their software · price −$19.4M$180M+$16.1M
- WorkdayWDAY741,384 shares · 0.4% of their software · price +$15.5M$180M−$180M
- Block, Inc.XYZ2,411,112 shares · 0.4% of their software · price +$6.4M$173MFlat
- CoStarCSGP2,222,133 shares · 0.4% of their software · price +$2.9M$172M−$25.5M
- GitLabGTLB2,670,072 shares · 0.3% of their software · price +$4.9M$147MFlat
- AppLovinAPP996,996 shares · 0.3% of their software · price +$47.2M$145M+$22.4M
- DescartesDSGX1,367,946 shares · 0.3% of their software · price +$8.4M$143M+$4.0M
- Paychex, Inc.PAYX997,930 shares · 0.3% of their software · price +$15.6M$142M+$3.2M
- ProcorePCOR1,950,387 shares · 0.3% of their software · price −$9.0M$123M−$23.5M
- NICENICE557,902 shares · 0.2% of their software · price +$948K$96.7M−$23.1M
- SPS CommerceSPSC432,801 shares · 0.2% of their software · price +$2.6M$84.7M+$39.6M
- F5, Inc.FFIV376,215 shares · 0.2% of their software · price +$18.0M$82.6MFlat
- VertexVERX1,690,045 shares · 0.2% of their software · price +$4.2M$69.4M+$9.1M
- GoDaddyGDDY417,902 shares · 0.2% of their software · price +$7.1M$68.6M+$5.4M
- SnowflakeSNOW536,588 shares · 0.1% of their software · price −$10.9M$66.1M+$996K
- AlkamiALKT1,804,825 shares · 0.1% of their software · price +$5.5M$61.4M+$2.1M
- The Trade DeskTTD509,495 shares · 0.1% of their software · price +$6.1M$60.1M+$38.1M
- DuolingoDUOL204,340 shares · 0.1% of their software · price +$15.0M$58.9M−$14.0M
- NetApp, Inc.NTAP433,616 shares · 0.1% of their software · price −$2.3M$55.0M+$9.2M
- AppFolioAPPF228,655 shares · 0.1% of their software · price −$2.1M$51.8M+$13.3M
- KlaviyoKVYO1,307,561 shares · 0.1% of their software · price +$13.7M$47.9M−$2.2M
- Shift4 Payments, Inc.FOUR507,443 shares · 0.1% of their software · price +$7.7M$47.8M+$736K
- PaymentusPAY2,041,056 shares · 0.1% of their software · price +$2.1M$47.0M−$613K
- FreshworksFRSH3,945,001 shares · 0.1% of their software · price −$4.8M$44.9M+$7.7M
- nCinoNCNO1,092,862 shares · 0.1% of their software$38.3M+$10.8M
- LiveRamp Holdings, Inc.RAMP1,526,250 shares · 0.1% of their software · price −$9.4M$37.7M+$4.9M
- DocuSignDOCU520,925 shares · 0.1% of their software · price +$4.5M$35.9M+$3.0M
- Check PointCHKP166,641 shares · 0.1% of their software · price +$4.6M$34.7M+$1.8M
- FortinetFTNT391,263 shares · 0.1% of their software · price +$6.8M$32.4M+$4.2M
- FlywireFLYW1,944,361 shares · 0.1% of their software$32.0M−$854K
- PhreesiaPHR1,497,631 shares · 0.1% of their software · price +$2.4M$31.5M+$911K
- Rubrik, Inc.RBRK775,213 shares · 0.1% of their software · price +$1.2M$30.4M−$15.3M
- ElasticESTC341,524 shares · 0.1% of their software · price −$12.7M$28.4M+$28.0M
- ZoomInfoZI2,453,555 shares · 0.1% of their software$25.2M—
- Nayax Ltd.NYAX892,127 shares · 0.1% of their software · price +$3.0M$23.7MFlat
- TrimbleTRMB360,980 shares · 0.1% of their software · price +$2.2M$22.8MFlat
- ZoomZM331,782 shares · 0.1% of their software · price +$3.5M$22.5M+$6.9M
- Intapp, Inc.INTA456,619 shares · 0.0% of their software · price +$5.1M$22.2M+$3.7M
- Joint Stock Company Kaspi.kzKSPI186,344 shares · 0.0% of their software · price −$4.3M$20.2M−$1.4M
- VeriSign, Inc.VRSN102,042 shares · 0.0% of their software · price +$1.2M$19.2M+$6.8M
- DropboxDBX733,529 shares · 0.0% of their software · price +$2.2M$19.0M+$2.4M
- TenableTENB448,586 shares · 0.0% of their software · price −$1.4M$19.0M+$1.3M
- GuidewireGWRE96,869 shares · 0.0% of their software · price +$4.4M$18.2M+$9.9M
- AvePointAVPT1,200,589 shares · 0.0% of their software · price +$1.6M$14.8MFlat
- TwilioTWLO202,010 shares · 0.0% of their software · price +$1.7M$14.3M+$11.0M
- Amdocs LimitedDOX152,230 shares · 0.0% of their software · price +$1.3M$13.6M+$5.0M
- AtlassianTEAM66,688 shares · 0.0% of their software · price −$1.2M$12.9M−$6.1M
- Repay Holdings CorporationRPAY1,539,844 shares · 0.0% of their software · price −$3.7M$12.3MFlat
- Agilysys, Inc.AGYS98,128 shares · 0.0% of their software$11.5M+$8.3M
- NutanixNTNX177,495 shares · 0.0% of their software$11.5M−$15.6M
- SamsaraIOT215,252 shares · 0.0% of their software · price +$3.1M$10.9MNew · +$7.3M
- Commerce.com, Inc.CMRC1,932,149 shares · 0.0% of their software · price −$4.3M$10.9MFlat
- CS Disco, Inc.LAW1,790,930 shares · 0.0% of their software$10.7MFlat
- PegasystemsPEGA141,031 shares · 0.0% of their software · price +$1.8M$10.4M+$3.0M
- GigaCloud Technology Inc.GCT409,829 shares · 0.0% of their software · price −$3.0M$10.2M+$4.1M
- SAPSAP43,548 shares · 0.0% of their software · price +$1.2M$10.1M−$1.2M
- CertaraCERT730,586 shares · 0.0% of their software · price −$1.6M$8.2M−$14.1M
- WixWIX47,143 shares · 0.0% of their software$7.7M+$615K
- PalantirPLTR171,653 shares · 0.0% of their software · price +$2.0M$7.4M+$2.2M
- NCR Atleos CorporationNATL257,386 shares · 0.0% of their software$7.4MFlat
- OpenTextOTEX205,891 shares · 0.0% of their software · price +$667K$7.1M+$1.0M
- CommvaultCVLT42,627 shares · 0.0% of their software · price +$1.4M$7.0M−$564K
- InterDigital, Inc.IDCC36,772 shares · 0.0% of their software · price +$922K$5.7MFlat
- FactSetFDS12,314 shares · 0.0% of their software · price +$635K$5.7MFlat
- QualysQLYS39,603 shares · 0.0% of their software · price −$560K$5.0MFlat
- Ribbon Communications Inc.RBBN1,482,698 shares · 0.0% of their software$4.9M−$1.1M
- Life360, Inc.LIF107,300 shares · 0.0% of their software · price +$747K$4.7MNew · +$3.5M
- Corpay, Inc.CPAY13,352 shares · 0.0% of their software · price +$619K$4.5M−$3.4M
- PaycomPAYC26,433 shares · 0.0% of their software · price +$622K$4.4M−$2.4M
- RingCentralRNG131,791 shares · 0.0% of their software$4.3MFlat
- Nerdy Inc.NRDY4,100,644 shares · 0.0% of their software · price −$2.8M$4.2MFlat
- TeradataTDC127,029 shares · 0.0% of their software · price −$536K$4.0M+$773K
- Zeta GlobalZETA128,269 shares · 0.0% of their software · price +$1.6M$4.0M+$1.0M
- Q2QTWO47,461 shares · 0.0% of their software · price +$923K$3.9MFlat
- DoximityDOCS83,098 shares · 0.0% of their software · price +$1.3M$3.5M+$2.0M
- Euronet Worldwide, Inc.EEFT33,921 shares · 0.0% of their software$3.4M+$637K
- AkamaiAKAM26,214 shares · 0.0% of their software$2.7M−$1.1M
- Full Truck Alliance Co. Ltd.YMM277,966 shares · 0.0% of their software$2.6M+$536K
- Blend Labs, Inc.BLND665,630 shares · 0.0% of their software · price +$925K$2.5MNew · +$1.6M
- VaronisVRNS39,785 shares · 0.0% of their software$2.4MFlat
- ProgressPRGS32,394 shares · 0.0% of their software$2.1MFlat
- MagniteMGNI144,563 shares · 0.0% of their software$1.8M+$959K
- DigitalOceanDOCN39,078 shares · 0.0% of their software$1.7MFlat
- CourseraCOUR218,101 shares · 0.0% of their software$1.7MNew · +$1.6M
- Clear Secure, Inc.YOU46,175 shares · 0.0% of their software · price +$666K$1.6MFlat
- Rapid7RPD35,078 shares · 0.0% of their software$1.4M−$1.4M
- NetScout Systems, Inc.NTCT65,971 shares · 0.0% of their software$1.4MFlat
- Bandwidth Inc.BAND77,481 shares · 0.0% of their software$1.3MFlat
- BILLBILL23,060 shares · 0.0% of their software$1.3MFlat
- ePlus inc.PLUS12,642 shares · 0.0% of their software$1.3MFlat
- BlackbaudBLKB15,024 shares · 0.0% of their software$1.3MFlat
- Adeia Inc.ADEA99,760 shares · 0.0% of their software$1.2MFlat
- BlackLineBL18,020 shares · 0.0% of their software$1.0MFlat
- Upbound Group, Inc.UPBD32,791 shares · 0.0% of their software$963KFlat
- PubMaticPUBM62,232 shares · 0.0% of their software$941KNew · +$1.3M
- A10 Networks, Inc.ATEN63,664 shares · 0.0% of their software$937KFlat
- PAR Technology CorporationPAR15,968 shares · 0.0% of their software$903KFlat
- PagSeguro Digital Ltd.PAGS106,839 shares · 0.0% of their software$894KFlat
- Health CatalystHCAT104,141 shares · 0.0% of their software$857KFlat
- Strategy IncMSTR4,248 shares · 0.0% of their software · price −$5.1M$857KFlat
- OktaOKTA10,964 shares · 0.0% of their software$855KFlat
- OneSpan Inc.OSPN51,380 shares · 0.0% of their software$818KFlat
- DynatraceDT14,461 shares · 0.0% of their software$790KFlat
- YextYEXT106,476 shares · 0.0% of their software$737K−$746K
- BoxBOX21,823 shares · 0.0% of their software$712KFlat
- SentinelOneS26,424 shares · 0.0% of their software$698KFlat
- Xperi Inc.XPER75,683 shares · 0.0% of their software$669KFlat
- International Money Express, Inc.IMXI34,994 shares · 0.0% of their software$618KFlat
- PagerDutyPD32,915 shares · 0.0% of their software$614KFlat
- Sprout SocialSPT20,256 shares · 0.0% of their software$576KFlat
- DomoDOMO75,801 shares · 0.0% of their software$562K—
- Dave Inc.DAVE12,384 shares · 0.0% of their software$543KNew · Flat
- 8x8EGHT246,540 shares · 0.0% of their software$520K—
- Calix, Inc.CALX13,343 shares · 0.0% of their software$510KFlat
- MorningstarMORN1,483 shares · 0.0% of their software$508KFlat
- Bentley SystemsBSY8,891 shares · 0.0% of their software$453KFlat
- Immersion CorporationIMMR52,804 shares · 0.0% of their software$447KFlat
- Rackspace Technology, Inc.RXT167,677 shares · 0.0% of their software$443KNew · Flat
- PDF Solutions, Inc.PDFS12,574 shares · 0.0% of their software$394KFlat
- StoneCo Ltd.STNE33,334 shares · 0.0% of their software$374K−$1.8M
- Alarm.com Holdings, Inc.ALRM6,855 shares · 0.0% of their software$368KFlat
- AudioEye, Inc.AEYE15,482 shares · 0.0% of their software$363KNew · Flat
- UnityU16,398 shares · 0.0% of their software$359KFlat
- Simulations PlusSLP10,797 shares · 0.0% of their software$342KFlat
- SchrödingerSDGR17,639 shares · 0.0% of their software$315KFlat
- Grab Holdings LimitedGRAB78,807 shares · 0.0% of their software$286KFlat
- Consensus Cloud Solutions, Inc.CCSI12,644 shares · 0.0% of their software$269KFlat
- PaylocityPCTY1,535 shares · 0.0% of their software$258KFlat
- Mitek Systems, Inc.MITK26,274 shares · 0.0% of their software$236KFlat
- Global-EGLBE5,794 shares · 0.0% of their software$223KNew · Flat
- WorkivaWK2,729 shares · 0.0% of their software$218KFlat
- Thryv Holdings, Inc.THRY12,223 shares · 0.0% of their software$217KFlat
- Digital TurbineAPPS60,318 shares · 0.0% of their software$212KNew · Flat
- Ooma, Inc.OOMA17,017 shares · 0.0% of their software$197KNew · Flat
- SoundHound AI, Inc.SOUN37,900 shares · 0.0% of their software$197KNew · Flat
- N-ableNABL10,968 shares · 0.0% of their software$138KFlat
- UiPathPATH10,160 shares · 0.0% of their software$129KFlat
- BlackBerry LimitedBB47,741 shares · 0.0% of their software$121KFlat
- Cognyte Software Ltd.CGNT15,033 shares · 0.0% of their software$104KFlat
- eGain CorporationEGAN18,226 shares · 0.0% of their software$89KFlat