Generalist · San Mateo, CA
Franklin Resources
Q4 2024 · compared with Q3 2024
Filed as Franklin Resources INC
- Software
- $45.0B
- Weight of 13F
- 12.8%
- Names
- 171
- Net bought
- −$615M
Filed 12 February 2025 · SEC filing.
2,793 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
- MicrosoftMSFT39,829,031 shares · 37.3% of their software · price −$350M$16.8B+$247M
- OracleORCL20,202,421 shares · 7.5% of their software · price −$76.0M$3.4B−$157M
- ServiceNowNOW2,849,959 shares · 6.7% of their software · price +$472M$3.0B−$119M
- SalesforceCRM5,598,423 shares · 4.2% of their software · price +$339M$1.9B+$322M
- SynopsysSNPS3,384,899 shares · 3.6% of their software · price −$71.2M$1.6B−$139M
- CadenceCDNS4,821,666 shares · 3.2% of their software · price +$142M$1.4B+$59.0M
- IntuitINTU1,900,879 shares · 2.7% of their software · price +$14.3M$1.2B−$359M
- ShopifySHOP11,092,913 shares · 2.6% of their software · price +$291M$1.2B−$60.8M
- Roper Technologies, Inc.ROP1,996,183 shares · 2.3% of their software · price −$73.0M$1.0B−$598M
- AdobeADBE2,113,685 shares · 2.1% of their software · price −$155M$940M−$167M
- AutodeskADSK2,102,836 shares · 1.4% of their software · price +$42.2M$622M+$180M
- Palo Alto NetworksPANW3,307,767 shares · 1.3% of their software · price −$529M$602MSplit
- Tyler TechnologiesTYL984,615 shares · 1.3% of their software · price −$7.0M$568M+$42.0M
- HubSpotHUBS792,018 shares · 1.2% of their software · price +$131M$552M+$9.8M
- Fair IsaacFICO266,654 shares · 1.2% of their software · price +$12.6M$531M−$177M
- Manhattan AssociatesMANH1,916,509 shares · 1.1% of their software · price −$21.3M$518M+$163M
- MongoDBMDB2,054,888 shares · 1.1% of their software · price −$77.1M$478M+$72.7M
- CrowdStrikeCRWD1,378,856 shares · 1.0% of their software · price +$85.1M$472M+$103M
- monday.comMNDY1,819,280 shares · 1.0% of their software · price −$77.0M$428M−$14.5M
- Fiserv, Inc.FISV2,060,508 shares · 0.9% of their software · price +$53.1M$423M−$110M
- DatadogDDOG2,841,141 shares · 0.9% of their software · price +$79.1M$406M+$49.5M
- VeevaVEEV1,745,705 shares · 0.8% of their software · price +$663K$367M+$47.5M
- CloudflareNET3,278,701 shares · 0.8% of their software · price +$87.8M$353M+$102M
- AppLovinAPP1,084,957 shares · 0.8% of their software · price +$210M$351M+$11.5M
- VeriskVRSK1,270,745 shares · 0.8% of their software · price +$9.5M$350M+$10.6M
- Uber Technologies, Inc.UBER4,231,959 shares · 0.6% of their software · price −$62.8M$255M−$646M
- Block, Inc.XYZ2,908,868 shares · 0.5% of their software · price +$52.0M$247M+$33.4M
- ACI WorldwideACIW4,502,195 shares · 0.5% of their software · price +$4.5M$234M−$9.3M
- Gen DigitalGEN8,535,571 shares · 0.5% of their software$234M−$33.8M
- The Trade DeskTTD1,864,386 shares · 0.5% of their software · price +$14.7M$219M+$149M
- SS&CSSNC2,721,872 shares · 0.5% of their software · price +$4.3M$206M−$5.6M
- BroadridgeBR888,643 shares · 0.4% of their software · price +$9.8M$201M−$8.7M
- Automatic Data Processing, Inc.ADP683,672 shares · 0.4% of their software · price +$10.9M$200M+$4.6M
- PTCPTC1,055,884 shares · 0.4% of their software · price +$3.4M$194M−$7.4M
- DescartesDSGX1,694,589 shares · 0.4% of their software · price +$18.0M$193M+$33.6M
- GitLabGTLB3,140,264 shares · 0.4% of their software · price +$15.1M$177M+$24.2M
- CoStarCSGP2,237,117 shares · 0.4% of their software · price −$8.6M$160MFlat
- ZscalerZS714,999 shares · 0.3% of their software · price +$6.8M$129M−$34.0M
- VertexVERX2,129,099 shares · 0.3% of their software · price +$31.6M$114M+$16.9M
- Paychex, Inc.PAYX806,956 shares · 0.3% of their software · price +$4.9M$113M−$25.6M
- GoDaddyGDDY546,444 shares · 0.2% of their software · price +$22.2M$108M+$20.2M
- GuidewireGWRE639,352 shares · 0.2% of their software · price −$9.2M$108M+$99.2M
- FortinetFTNT998,626 shares · 0.2% of their software · price +$16.9M$94.3M+$47.1M
- SnowflakeSNOW603,994 shares · 0.2% of their software · price +$23.9M$93.3M+$7.7M
- F5, Inc.FFIV365,066 shares · 0.2% of their software · price +$11.4M$91.8M−$2.5M
- NICENICE523,003 shares · 0.2% of their software · price −$2.0M$88.8M−$6.1M
- SPS CommerceSPSC478,714 shares · 0.2% of their software · price −$4.9M$88.1M+$8.9M
- ProcorePCOR1,080,313 shares · 0.2% of their software · price +$14.3M$80.9M−$53.7M
- Agilysys, Inc.AGYS610,028 shares · 0.2% of their software · price +$13.9M$80.3M+$55.8M
- KlaviyoKVYO1,943,523 shares · 0.2% of their software · price +$11.4M$80.2M+$22.5M
- DuolingoDUOL239,249 shares · 0.2% of their software · price +$10.1M$77.6M+$9.8M
- AlkamiALKT1,811,795 shares · 0.1% of their software · price +$9.3M$66.5MFlat
- PegasystemsPEGA702,838 shares · 0.1% of their software · price +$14.1M$65.5M+$41.1M
- PalantirPLTR863,257 shares · 0.1% of their software · price +$33.2M$65.3M+$25.7M
- SamsaraIOT1,458,813 shares · 0.1% of their software · price −$6.5M$63.7M+$59.8M
- AppFolioAPPF248,850 shares · 0.1% of their software · price +$2.8M$61.4M+$4.8M
- FreshworksFRSH3,655,990 shares · 0.1% of their software · price +$17.1M$59.1M−$3.3M
- DoximityDOCS1,062,211 shares · 0.1% of their software · price +$10.4M$56.7M+$42.7M
- PaymentusPAY1,686,449 shares · 0.1% of their software · price +$21.3M$55.1M−$7.1M
- NetApp, Inc.NTAP468,136 shares · 0.1% of their software · price −$3.5M$54.3M+$4.3M
- Rubrik, Inc.RBRK775,234 shares · 0.1% of their software · price +$25.7M$50.7MFlat
- LiveRamp Holdings, Inc.RAMP1,582,917 shares · 0.1% of their software · price +$8.8M$48.1M+$1.4M
- Q2QTWO471,523 shares · 0.1% of their software · price +$9.8M$47.5M+$33.8M
- ServiceTitanTTAN458,327 shares · 0.1% of their software$47.1MNew · +$47.1M
- DocuSignDOCU521,314 shares · 0.1% of their software · price +$14.5M$46.9MFlat
- Clearwater AnalyticsCWAN1,617,374 shares · 0.1% of their software$44.5MNew
- Shift4 Payments, Inc.FOUR419,223 shares · 0.1% of their software · price +$6.4M$43.5M−$7.8M
- FlywireFLYW1,966,179 shares · 0.1% of their software · price +$8.3M$40.5MFlat
- PhreesiaPHR1,509,617 shares · 0.1% of their software · price +$3.6M$38.0MFlat
- nCinoNCNO1,104,863 shares · 0.1% of their software · price +$2.2M$37.1MFlat
- Intapp, Inc.INTA568,607 shares · 0.1% of their software · price +$9.2M$36.4M+$5.4M
- ToastTOST959,253 shares · 0.1% of their software · price +$7.8M$35.0MNew · +$27.2M
- ZoomZM412,616 shares · 0.1% of their software · price +$4.9M$33.7M+$5.6M
- WixWIX154,073 shares · 0.1% of their software · price +$7.3M$33.1M+$17.9M
- Check PointCHKP173,289 shares · 0.1% of their software · price −$1.1M$32.4M+$1.3M
- Nayax Ltd.NYAX890,983 shares · 0.1% of their software · price +$3.5M$26.2MFlat
- VeriSign, Inc.VRSN117,807 shares · 0.1% of their software · price +$2.0M$24.4M+$3.0M
- DropboxDBX756,441 shares · 0.1% of their software · price +$3.5M$22.7M+$583K
- Life360, Inc.LIF539,592 shares · 0.0% of their software · price +$1.0M$22.3M+$17.0M
- Amdocs LimitedDOX254,011 shares · 0.0% of their software · price −$594K$21.6M+$8.9M
- ZoomInfoZI1,927,198 shares · 0.0% of their software$20.3M—
- TwilioTWLO175,243 shares · 0.0% of their software · price +$7.5M$18.9M−$1.7M
- AvePointAVPT1,083,074 shares · 0.0% of their software · price +$5.1M$17.9M−$1.4M
- Global-EGLBE327,298 shares · 0.0% of their software · price +$5.3M$17.8M+$12.4M
- AtlassianTEAM73,275 shares · 0.0% of their software · price +$6.2M$17.8M+$1.0M
- Joint Stock Company Kaspi.kzKSPI186,344 shares · 0.0% of their software · price −$2.1M$17.6MFlat
- WorkdayWDAY67,689 shares · 0.0% of their software · price +$922K$17.5M−$165M
- TenableTENB405,146 shares · 0.0% of their software$16.0M−$1.8M
- Zeta GlobalZETA880,966 shares · 0.0% of their software · price −$10.4M$15.8M+$22.5M
- TrimbleTRMB213,578 shares · 0.0% of their software · price +$1.8M$15.1M−$9.2M
- SAPSAP48,893 shares · 0.0% of their software · price +$837K$12.0M+$1.2M
- NutanixNTNX191,734 shares · 0.0% of their software$11.7M+$844K
- Repay Holdings CorporationRPAY1,340,939 shares · 0.0% of their software · price −$711K$10.2M−$1.6M
- Commerce.com, Inc.CMRC1,643,649 shares · 0.0% of their software$10.1M−$1.7M
- FactSetFDS20,768 shares · 0.0% of their software$10.0M+$3.9M
- NCR Atleos CorporationNATL257,641 shares · 0.0% of their software · price +$1.4M$8.7MFlat
- RingCentralRNG238,014 shares · 0.0% of their software · price +$804K$8.3M+$3.4M
- CS Disco, Inc.LAW1,573,809 shares · 0.0% of their software · price −$1.4M$7.9M−$1.3M
- CommvaultCVLT50,735 shares · 0.0% of their software$7.7M+$1.2M
- GigaCloud Technology Inc.GCT401,805 shares · 0.0% of their software · price −$1.8M$7.4MFlat
- PaycomPAYC33,683 shares · 0.0% of their software · price +$1.3M$6.9M+$1.2M
- InterDigital, Inc.IDCC32,834 shares · 0.0% of their software · price +$1.7M$6.4M−$558K
- Nerdy Inc.NRDY3,627,370 shares · 0.0% of their software · price +$2.3M$5.9MFlat
- ElasticESTC59,053 shares · 0.0% of their software · price +$1.3M$5.9M−$21.7M
- QualysQLYS40,348 shares · 0.0% of their software$5.7MFlat
- Ribbon Communications Inc.RBBN1,300,343 shares · 0.0% of their software · price +$1.2M$5.4M−$593K
- OpenTextOTEX173,115 shares · 0.0% of their software · price −$859K$4.9M−$1.1M
- Corpay, Inc.CPAY13,241 shares · 0.0% of their software$4.5MFlat
- DynatraceDT81,099 shares · 0.0% of their software$4.4M+$3.6M
- TeradataTDC138,268 shares · 0.0% of their software$4.3MFlat
- Strategy IncMSTR13,891 shares · 0.0% of their software · price +$1.7M$4.0M+$1.6M
- Euronet Worldwide, Inc.EEFT33,788 shares · 0.0% of their software$3.5MFlat
- Full Truck Alliance Co. Ltd.YMM302,288 shares · 0.0% of their software · price +$547K$3.3MFlat
- AkamaiAKAM28,513 shares · 0.0% of their software$2.7MFlat
- ProgressPRGS40,846 shares · 0.0% of their software$2.7M+$569K
- Blend Labs, Inc.BLND582,143 shares · 0.0% of their software$2.5MFlat
- CourseraCOUR260,866 shares · 0.0% of their software$2.2MFlat
- MagniteMGNI128,339 shares · 0.0% of their software$2.0MFlat
- VaronisVRNS40,209 shares · 0.0% of their software$1.8MFlat
- UiPathPATH136,690 shares · 0.0% of their software$1.7M+$1.6M
- A10 Networks, Inc.ATEN89,111 shares · 0.0% of their software$1.6MFlat
- BlackLineBL22,007 shares · 0.0% of their software$1.3MFlat
- BILLBILL15,513 shares · 0.0% of their software$1.3MFlat
- NetScout Systems, Inc.NTCT59,874 shares · 0.0% of their software$1.3MFlat
- DigitalOceanDOCN38,028 shares · 0.0% of their software$1.3MFlat
- Adeia Inc.ADEA91,512 shares · 0.0% of their software$1.3MFlat
- Clear Secure, Inc.YOU47,872 shares · 0.0% of their software$1.3MFlat
- Rapid7RPD29,719 shares · 0.0% of their software$1.2MFlat
- PAR Technology CorporationPAR15,968 shares · 0.0% of their software$1.2MFlat
- BlackbaudBLKB15,044 shares · 0.0% of their software$1.1MFlat
- Upbound Group, Inc.UPBD35,263 shares · 0.0% of their software$1.0MFlat
- OneSpan Inc.OSPN51,162 shares · 0.0% of their software$949KFlat
- Dave Inc.DAVE10,669 shares · 0.0% of their software · price +$501K$927KFlat
- PubMaticPUBM61,760 shares · 0.0% of their software$907KFlat
- ePlus inc.PLUS11,899 shares · 0.0% of their software$879KFlat
- Xperi Inc.XPER79,421 shares · 0.0% of their software$816KFlat
- SoundHound AI, Inc.SOUN40,191 shares · 0.0% of their software · price +$610K$797KFlat
- Bandwidth Inc.BAND45,769 shares · 0.0% of their software$779K−$555K
- OktaOKTA9,591 shares · 0.0% of their software$756KFlat
- 8x8EGHT281,757 shares · 0.0% of their software$752K—
- Health CatalystHCAT103,206 shares · 0.0% of their software$730KFlat
- BoxBOX22,725 shares · 0.0% of their software$718KFlat
- YextYEXT107,036 shares · 0.0% of their software$681KFlat
- PagSeguro Digital Ltd.PAGS107,914 shares · 0.0% of their software$676KFlat
- Sprout SocialSPT20,292 shares · 0.0% of their software$623KFlat
- PagerDutyPD32,875 shares · 0.0% of their software$600KFlat
- Calix, Inc.CALX15,780 shares · 0.0% of their software$550KFlat
- Bentley SystemsBSY11,676 shares · 0.0% of their software$545KFlat
- Diebold Nixdorf, IncorporatedDBD12,086 shares · 0.0% of their software$520KNew · +$540K
- MorningstarMORN1,483 shares · 0.0% of their software$499KFlat
- Alarm.com Holdings, Inc.ALRM7,516 shares · 0.0% of their software$457KFlat
- Payoneer Global Inc.PAYO40,889 shares · 0.0% of their software$411KNew · Flat
- DomoDOMO54,738 shares · 0.0% of their software$388K—
- SchrödingerSDGR20,051 shares · 0.0% of their software$387KFlat
- Paysafe LimitedPSFE21,899 shares · 0.0% of their software$374KNew · Flat
- Grab Holdings LimitedGRAB78,619 shares · 0.0% of their software$371KFlat
- International Money Express, Inc.IMXI17,240 shares · 0.0% of their software$359KFlat
- PaylocityPCTY1,710 shares · 0.0% of their software$341KFlat
- WorkivaWK2,969 shares · 0.0% of their software$325KFlat
- UnityU13,241 shares · 0.0% of their software$298KFlat
- Simulations PlusSLP10,262 shares · 0.0% of their software$286KFlat
- Consensus Cloud Solutions, Inc.CCSI11,523 shares · 0.0% of their software$275KFlat
- Mitek Systems, Inc.MITK24,131 shares · 0.0% of their software$269KFlat
- StoneCo Ltd.STNE33,402 shares · 0.0% of their software$266KFlat
- Ooma, Inc.OOMA17,137 shares · 0.0% of their software$241KFlat
- AudioEye, Inc.AEYE15,482 shares · 0.0% of their software$235KFlat
- Red Violet, Inc.RDVT5,729 shares · 0.0% of their software$207KNew · Flat
- Thryv Holdings, Inc.THRY12,193 shares · 0.0% of their software$180KFlat
- BlackBerry LimitedBB40,916 shares · 0.0% of their software$155KFlat
- Cognyte Software Ltd.CGNT15,033 shares · 0.0% of their software$130KFlat
- eGain CorporationEGAN18,326 shares · 0.0% of their software$114KFlat