Generalist · San Mateo, CA
Franklin Resources
Q1 2025 · compared with Q4 2024
Filed as Franklin Resources INC
- Software
- $38.5B
- Weight of 13F
- 11.4%
- Names
- 178
- Net bought
- −$1.6B
Filed 13 May 2025 · SEC filing.
2,835 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
- MicrosoftMSFT39,858,855 shares · 38.8% of their software · price −$1.8B$15.0BFlat
- OracleORCL15,942,024 shares · 5.8% of their software · price −$428M$2.2B−$710M
- ServiceNowNOW2,730,723 shares · 5.6% of their software · price −$721M$2.2B−$126M
- SalesforceCRM6,105,609 shares · 4.3% of their software · price −$403M$1.6B+$170M
- SynopsysSNPS2,915,835 shares · 3.2% of their software · price −$165M$1.3B−$228M
- CadenceCDNS4,272,145 shares · 2.8% of their software · price −$197M$1.1B−$165M
- Roper Technologies, Inc.ROP1,830,182 shares · 2.8% of their software · price +$128M$1.1B−$86.3M
- ShopifySHOP10,600,264 shares · 2.6% of their software · price −$115M$1.0B−$52.4M
- IntuitINTU1,219,701 shares · 1.9% of their software · price −$17.7M$749M−$428M
- HubSpotHUBS1,124,962 shares · 1.7% of their software · price −$141M$643M+$232M
- Palo Alto NetworksPANW3,478,494 shares · 1.5% of their software · price −$39.4M$594M+$31.1M
- AutodeskADSK2,181,899 shares · 1.5% of their software · price −$73.7M$571M+$23.4M
- Tyler TechnologiesTYL945,082 shares · 1.4% of their software · price +$4.5M$549M−$22.8M
- AppLovinAPP2,029,810 shares · 1.4% of their software · price −$119M$538M+$306M
- CrowdStrikeCRWD1,330,402 shares · 1.2% of their software · price +$13.9M$469M−$16.6M
- AdobeADBE1,147,941 shares · 1.1% of their software · price −$70.2M$440M−$429M
- Fiserv, Inc.FISV1,961,084 shares · 1.1% of their software · price +$30.2M$433M−$20.4M
- CloudflareNET3,471,678 shares · 1.0% of their software · price +$17.4M$391M+$20.8M
- VeriskVRSK1,274,565 shares · 1.0% of their software · price +$28.3M$379MFlat
- Fair IsaacFICO203,407 shares · 1.0% of their software · price −$29.9M$375M−$126M
- monday.comMNDY1,291,359 shares · 0.8% of their software · price +$10.0M$314M−$124M
- VeevaVEEV1,268,194 shares · 0.8% of their software · price +$27.1M$294M−$100M
- DatadogDDOG2,880,790 shares · 0.7% of their software · price −$126M$286M+$5.7M
- ACI WorldwideACIW5,179,415 shares · 0.7% of their software · price +$14.5M$283M+$35.2M
- Uber Technologies, Inc.UBER3,859,609 shares · 0.7% of their software · price +$48.4M$281M−$22.5M
- Automatic Data Processing, Inc.ADP751,761 shares · 0.6% of their software · price +$9.6M$230M+$19.9M
- Gen DigitalGEN8,520,282 shares · 0.6% of their software · price −$7.2M$226MFlat
- MongoDBMDB1,218,443 shares · 0.6% of their software · price −$70.0M$214M−$195M
- Manhattan AssociatesMANH1,221,080 shares · 0.5% of their software · price −$119M$211M−$188M
- SS&CSSNC2,487,300 shares · 0.5% of their software · price +$19.3M$208M−$17.8M
- GitLabGTLB4,146,968 shares · 0.5% of their software · price −$38.8M$195M+$56.7M
- BroadridgeBR744,640 shares · 0.5% of their software · price +$12.2M$181M−$32.6M
- DescartesDSGX1,717,129 shares · 0.4% of their software · price −$21.9M$173M+$2.6M
- PTCPTC1,082,389 shares · 0.4% of their software · price −$31.3M$168M+$4.9M
- FortinetFTNT1,716,502 shares · 0.4% of their software · price +$3.1M$165M+$67.8M
- GoDaddyGDDY899,681 shares · 0.4% of their software · price −$15.5M$162M+$69.7M
- CoStarCSGP2,020,172 shares · 0.4% of their software · price +$15.4M$160M−$15.5M
- PalantirPLTR1,822,317 shares · 0.4% of their software · price +$16.0M$154M+$72.5M
- SnowflakeSNOW1,003,546 shares · 0.4% of their software · price −$8.3M$147M+$61.7M
- GuidewireGWRE745,138 shares · 0.4% of their software · price +$14.0M$140M+$17.8M
- Paychex, Inc.PAYX776,547 shares · 0.3% of their software · price +$10.9M$120M−$4.3M
- DoximityDOCS2,054,431 shares · 0.3% of their software · price +$9.5M$119M+$53.0M
- The Trade DeskTTD2,175,420 shares · 0.3% of their software · price −$137M$119M+$36.6M
- Block, Inc.XYZ2,176,786 shares · 0.3% of their software · price −$66.7M$118M−$62.2M
- DuolingoDUOL347,204 shares · 0.3% of their software · price −$4.8M$108M+$35.0M
- ZscalerZS483,148 shares · 0.2% of their software · price +$8.7M$95.9M−$41.8M
- ProcorePCOR1,395,657 shares · 0.2% of their software · price −$12.4M$92.1M+$23.6M
- WixWIX558,033 shares · 0.2% of their software · price −$28.6M$91.2M+$86.7M
- F5, Inc.FFIV309,684 shares · 0.2% of their software · price +$4.6M$82.5M−$13.9M
- NICENICE475,358 shares · 0.2% of their software · price −$7.4M$73.3M−$8.1M
- ServiceTitanTTAN762,175 shares · 0.2% of their software · price −$5.9M$72.5M+$31.3M
- ToastTOST2,126,353 shares · 0.2% of their software · price −$7.0M$70.5M+$42.5M
- KlaviyoKVYO2,315,027 shares · 0.2% of their software · price −$25.4M$70.1M+$15.3M
- VertexVERX1,887,860 shares · 0.2% of their software · price −$34.6M$66.1M−$12.9M
- Clearwater AnalyticsCWAN2,163,889 shares · 0.2% of their software$58.0M—
- SamsaraIOT1,468,613 shares · 0.1% of their software · price −$7.9M$56.3MFlat
- PegasystemsPEGA784,136 shares · 0.1% of their software · price −$18.6M$54.5M+$7.6M
- AtlassianTEAM254,534 shares · 0.1% of their software · price −$7.9M$54.0M+$44.1M
- PaymentusPAY2,053,649 shares · 0.1% of their software · price −$13.5M$53.6M+$12.0M
- DocuSignDOCU643,705 shares · 0.1% of their software · price −$5.5M$52.4M+$11.0M
- AlkamiALKT1,821,423 shares · 0.1% of their software · price −$19.0M$47.8MFlat
- SPS CommerceSPSC359,076 shares · 0.1% of their software · price −$18.4M$47.7M−$22.0M
- Rubrik, Inc.RBRK763,510 shares · 0.1% of their software · price −$3.3M$46.6M−$766K
- NetApp, Inc.NTAP499,289 shares · 0.1% of their software · price −$14.1M$43.9M+$3.6M
- AppFolioAPPF189,018 shares · 0.1% of their software · price −$5.1M$41.6M−$14.8M
- Q2QTWO514,094 shares · 0.1% of their software · price −$10.6M$41.1M+$4.3M
- Intapp, Inc.INTA689,720 shares · 0.1% of their software · price −$3.9M$40.3M+$7.8M
- PhreesiaPHR1,515,194 shares · 0.1% of their software · price +$606K$38.7MFlat
- SailPointSAIL2,061,011 shares · 0.1% of their software$38.6MNew · +$38.6M
- ZoomZM523,540 shares · 0.1% of their software · price −$4.1M$38.6M+$9.1M
- Check PointCHKP168,215 shares · 0.1% of their software · price +$6.9M$38.3M−$947K
- LiveRamp Holdings, Inc.RAMP1,438,002 shares · 0.1% of their software · price −$6.1M$37.6M−$4.4M
- VeriSign, Inc.VRSN147,350 shares · 0.1% of their software · price +$6.9M$37.4M+$6.1M
- Shift4 Payments, Inc.FOUR419,431 shares · 0.1% of their software · price −$9.3M$34.3MFlat
- FreshworksFRSH2,207,138 shares · 0.1% of their software · price −$4.5M$31.1M−$23.4M
- nCinoNCNO1,120,708 shares · 0.1% of their software · price −$6.8M$30.8M+$532K
- WorkdayWDAY129,362 shares · 0.1% of their software · price −$3.2M$30.2M+$15.9M
- Nayax Ltd.NYAX875,819 shares · 0.1% of their software · price +$4.1M$29.6MFlat
- CommvaultCVLT171,481 shares · 0.1% of their software · price +$1.2M$27.1M+$18.2M
- Amdocs LimitedDOX283,771 shares · 0.1% of their software · price +$1.8M$26.0M+$2.5M
- DropboxDBX940,720 shares · 0.1% of their software · price −$3.1M$25.1M+$5.5M
- ElasticESTC259,472 shares · 0.1% of their software · price −$2.6M$23.1M+$19.9M
- Agilysys, Inc.AGYS306,367 shares · 0.1% of their software · price −$18.1M$22.2M−$40.0M
- Life360, Inc.LIF567,278 shares · 0.1% of their software · price −$1.6M$21.8M+$1.1M
- ZoomInfoZI1,943,608 shares · 0.1% of their software$19.4MFlat
- FlywireFLYW1,969,092 shares · 0.0% of their software · price −$21.9M$18.7MFlat
- AvePointAVPT1,236,740 shares · 0.0% of their software · price −$2.6M$17.9M+$2.5M
- Joint Stock Company Kaspi.kzKSPI186,344 shares · 0.0% of their software$17.3MFlat
- TwilioTWLO175,396 shares · 0.0% of their software · price −$1.8M$17.2MFlat
- JFrogFROG395,102 shares · 0.0% of their software · price +$1.0M$12.6MNew · +$11.6M
- TrimbleTRMB191,661 shares · 0.0% of their software · price −$960K$12.6M−$1.5M
- SAPSAP44,611 shares · 0.0% of their software · price +$992K$12.0M−$1.1M
- PaycomPAYC53,094 shares · 0.0% of their software · price +$717K$11.6M+$4.0M
- RingCentralRNG418,099 shares · 0.0% of their software · price −$4.3M$10.4M+$6.3M
- FactSetFDS22,328 shares · 0.0% of their software · price −$572K$10.2M+$749K
- Commerce.com, Inc.CMRC1,657,345 shares · 0.0% of their software · price −$597K$9.5MFlat
- Zeta GlobalZETA678,152 shares · 0.0% of their software · price −$3.0M$9.2M−$3.6M
- Full Truck Alliance Co. Ltd.YMM707,039 shares · 0.0% of their software · price +$1.4M$9.0M+$4.4M
- Repay Holdings CorporationRPAY1,345,788 shares · 0.0% of their software · price −$2.8M$7.5MFlat
- Blaize Holdings, Inc.BZAI3,692,091 shares · 0.0% of their software · price −$47.9M$7.5MNew · +$55.4M
- NCR Atleos CorporationNATL257,775 shares · 0.0% of their software · price −$1.9M$6.8MFlat
- Global-EGLBE183,328 shares · 0.0% of their software · price −$3.5M$6.5M−$7.9M
- InterDigital, Inc.IDCC29,765 shares · 0.0% of their software$6.2M−$595K
- CS Disco, Inc.LAW1,470,457 shares · 0.0% of their software · price −$1.3M$6.0M−$516K
- Corpay, Inc.CPAY16,969 shares · 0.0% of their software$5.9M+$1.3M
- GigaCloud Technology Inc.GCT403,797 shares · 0.0% of their software · price −$1.7M$5.7MFlat
- Lyft, Inc.LYFT464,214 shares · 0.0% of their software$5.5MNew · +$6.0M
- Nerdy Inc.NRDY3,634,581 shares · 0.0% of their software · price −$727K$5.2MFlat
- Strategy IncMSTR17,607 shares · 0.0% of their software$5.1M+$1.1M
- NutanixNTNX68,700 shares · 0.0% of their software · price +$593K$4.8M−$7.5M
- Ribbon Communications Inc.RBBN1,220,680 shares · 0.0% of their software$4.8MFlat
- TeradataTDC186,868 shares · 0.0% of their software · price −$1.6M$4.2M+$1.5M
- OpenTextOTEX161,903 shares · 0.0% of their software$4.1MFlat
- PaylocityPCTY19,360 shares · 0.0% of their software$3.6M+$3.5M
- QualysQLYS27,046 shares · 0.0% of their software$3.4M−$1.9M
- UiPathPATH284,455 shares · 0.0% of their software · price −$686K$2.9M+$1.9M
- Blend Labs, Inc.BLND648,548 shares · 0.0% of their software · price −$558K$2.2MFlat
- ProgressPRGS41,366 shares · 0.0% of their software · price −$564K$2.1MFlat
- AkamaiAKAM24,634 shares · 0.0% of their software$2.0MFlat
- A10 Networks, Inc.ATEN108,908 shares · 0.0% of their software$1.8MFlat
- CourseraCOUR240,303 shares · 0.0% of their software$1.6MFlat
- VaronisVRNS37,531 shares · 0.0% of their software$1.5MFlat
- Five9FIVN55,413 shares · 0.0% of their software · price −$748K$1.5MNew · +$2.3M
- MagniteMGNI127,510 shares · 0.0% of their software · price −$575K$1.5MFlat
- NetScout Systems, Inc.NTCT61,840 shares · 0.0% of their software$1.3MFlat
- DynatraceDT26,364 shares · 0.0% of their software$1.2M−$3.0M
- Adeia Inc.ADEA93,965 shares · 0.0% of their software$1.2MFlat
- DigitalOceanDOCN36,923 shares · 0.0% of their software$1.2MFlat
- Clear Secure, Inc.YOU47,370 shares · 0.0% of their software$1.2MFlat
- Grindr Inc.GRND66,912 shares · 0.0% of their software$1.2MNew · +$1.2M
- Payoneer Global Inc.PAYO154,707 shares · 0.0% of their software$1.1M+$1.1M
- OktaOKTA10,695 shares · 0.0% of their software$1.1MFlat
- WaystarWAY28,212 shares · 0.0% of their software$1.1MNew · +$1.0M
- PAR Technology CorporationPAR16,207 shares · 0.0% of their software$994KFlat
- Dave Inc.DAVE11,589 shares · 0.0% of their software$958KFlat
- BlackbaudBLKB15,326 shares · 0.0% of their software$951KFlat
- Upbound Group, Inc.UPBD35,466 shares · 0.0% of their software$850KFlat
- PagSeguro Digital Ltd.PAGS107,359 shares · 0.0% of their software$819KFlat
- Bandwidth Inc.BAND61,230 shares · 0.0% of their software$802KFlat
- Rapid7RPD30,175 shares · 0.0% of their software$800KFlat
- OneSpan Inc.OSPN51,146 shares · 0.0% of their software$780KFlat
- ePlus inc.PLUS12,293 shares · 0.0% of their software$750KFlat
- BILLBILL15,990 shares · 0.0% of their software · price −$621K$734KFlat
- BoxBOX23,730 shares · 0.0% of their software$732KFlat
- Paysafe LimitedPSFE42,059 shares · 0.0% of their software$660KFlat
- YextYEXT103,440 shares · 0.0% of their software$637KFlat
- Xperi Inc.XPER78,775 shares · 0.0% of their software$608KFlat
- Calix, Inc.CALX15,990 shares · 0.0% of their software$567KFlat
- PubMaticPUBM61,251 shares · 0.0% of their software$560KFlat
- 8x8EGHT279,714 shares · 0.0% of their software$559KFlat
- Bentley SystemsBSY13,825 shares · 0.0% of their software$544KFlat
- Health CatalystHCAT118,515 shares · 0.0% of their software$537KFlat
- Diebold Nixdorf, IncorporatedDBD12,086 shares · 0.0% of their software$528KFlat
- PagerDutyPD28,238 shares · 0.0% of their software$516KFlat
- Grab Holdings LimitedGRAB105,640 shares · 0.0% of their software$479KFlat
- International Money Express, Inc.IMXI37,910 shares · 0.0% of their software$478KFlat
- MorningstarMORN1,529 shares · 0.0% of their software$459KFlat
- Sprout SocialSPT20,275 shares · 0.0% of their software$446KFlat
- Alarm.com Holdings, Inc.ALRM7,446 shares · 0.0% of their software$414KFlat
- Ibotta, Inc.IBTA9,652 shares · 0.0% of their software$407KNew · +$628K
- i3 Verticals, Inc.IIIV15,067 shares · 0.0% of their software$372KNew · Flat
- StoneCo Ltd.STNE33,686 shares · 0.0% of their software$353KFlat
- SoundHound AI, Inc.SOUN40,405 shares · 0.0% of their software$328KFlat
- Thryv Holdings, Inc.THRY24,420 shares · 0.0% of their software$313KFlat
- Consensus Cloud Solutions, Inc.CCSI12,069 shares · 0.0% of their software$279KFlat
- Cerence Inc.CRNC33,462 shares · 0.0% of their software$264KNew · Flat
- UnityU13,454 shares · 0.0% of their software$264KFlat
- BlackBerry LimitedBB69,903 shares · 0.0% of their software$263KFlat
- Mitek Systems, Inc.MITK30,528 shares · 0.0% of their software$252KFlat
- WorkivaWK3,266 shares · 0.0% of their software$248KFlat
- SemrushSEMR24,939 shares · 0.0% of their software$233KNew
- Ooma, Inc.OOMA17,393 shares · 0.0% of their software$228KFlat
- Pagaya Technologies Ltd.PGY21,723 shares · 0.0% of their software$228KNew · Flat
- Red Violet, Inc.RDVT5,729 shares · 0.0% of their software$215KFlat
- DomoDOMO22,905 shares · 0.0% of their software$178K—
- AudioEye, Inc.AEYE15,482 shares · 0.0% of their software$172KFlat
- Digital TurbineAPPS53,216 shares · 0.0% of their software$144KNew · Flat
- Cognyte Software Ltd.CGNT15,033 shares · 0.0% of their software$117KFlat