Generalist · San Mateo, CA
Franklin Resources
Q2 2025 · compared with Q1 2025
Filed as Franklin Resources INC
- Software
- $47.5B
- Weight of 13F
- 12.8%
- Names
- 177
- Net bought
- −$26.6M
Filed 12 August 2025 · SEC filing.
2,893 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
- MicrosoftMSFT40,273,466 shares · 42.2% of their software · price +$4.9B$20.0B+$156M
- ServiceNowNOW2,523,936 shares · 5.5% of their software · price +$585M$2.6B−$165M
- OracleORCL9,865,028 shares · 4.5% of their software · price +$778M$2.2B−$850M
- SalesforceCRM7,023,700 shares · 4.0% of their software · price +$30.4M$1.9B+$246M
- SynopsysSNPS2,844,337 shares · 3.1% of their software · price +$238M$1.5B−$30.7M
- CadenceCDNS4,243,427 shares · 2.8% of their software · price +$228M$1.3BFlat
- ShopifySHOP10,301,811 shares · 2.5% of their software · price +$205M$1.2B−$28.5M
- IntuitINTU1,489,369 shares · 2.5% of their software · price +$259M$1.2B+$166M
- Roper Technologies, Inc.ROP1,809,632 shares · 2.2% of their software · price −$41.2M$1.0B−$12.1M
- Palo Alto NetworksPANW4,019,926 shares · 1.7% of their software · price +$137M$823M+$92.4M
- AdobeADBE1,939,018 shares · 1.6% of their software · price +$6.5M$750M+$303M
- HubSpotHUBS1,297,038 shares · 1.5% of their software · price −$19.0M$722M+$98.3M
- CloudflareNET3,538,331 shares · 1.5% of their software · price +$294M$693M+$7.5M
- AutodeskADSK2,225,768 shares · 1.5% of their software · price +$106M$689M+$11.5M
- AppLovinAPP1,954,958 shares · 1.4% of their software · price +$166M$684M−$19.8M
- CrowdStrikeCRWD1,267,990 shares · 1.4% of their software · price +$199M$646M−$22.0M
- Tyler TechnologiesTYL974,483 shares · 1.2% of their software · price +$11.2M$578M+$17.1M
- Uber Technologies, Inc.UBER5,443,448 shares · 1.1% of their software · price +$111M$508M+$115M
- Fiserv, Inc.FISV2,641,827 shares · 1.0% of their software · price −$128M$455M+$150M
- PalantirPLTR3,197,431 shares · 0.9% of their software · price +$166M$436M+$116M
- VeriskVRSK1,333,337 shares · 0.9% of their software · price +$18.5M$415M+$17.5M
- VeevaVEEV1,386,149 shares · 0.8% of their software · price +$78.1M$399M+$27.3M
- Fair IsaacFICO208,292 shares · 0.8% of their software · price −$3.4M$381M+$9.0M
- monday.comMNDY1,176,120 shares · 0.8% of their software · price +$83.9M$370M−$28.0M
- DatadogDDOG2,392,038 shares · 0.7% of their software · price +$84.0M$321M−$48.5M
- CoStarCSGP3,439,904 shares · 0.6% of their software · price +$4.0M$277M+$112M
- ACI WorldwideACIW5,378,701 shares · 0.5% of their software · price −$47.3M$247M+$10.9M
- Gen DigitalGEN8,160,432 shares · 0.5% of their software · price +$23.3M$240M−$9.6M
- Automatic Data Processing, Inc.ADP728,013 shares · 0.5% of their software · price +$2.1M$225M−$7.3M
- FortinetFTNT2,087,192 shares · 0.5% of their software · price +$19.7M$221M+$35.7M
- Manhattan AssociatesMANH1,064,491 shares · 0.4% of their software · price +$26.0M$210M−$27.1M
- SS&CSSNC2,466,065 shares · 0.4% of their software · price −$1.8M$204MFlat
- ServiceTitanTTAN1,893,237 shares · 0.4% of their software · price +$22.9M$203M+$108M
- SnowflakeSNOW879,756 shares · 0.4% of their software · price +$68.3M$197M−$18.1M
- DoximityDOCS3,162,593 shares · 0.4% of their software · price +$10.5M$194M+$64.3M
- DescartesDSGX1,837,266 shares · 0.4% of their software · price +$1.5M$187M+$12.1M
- GuidewireGWRE780,532 shares · 0.4% of their software · price +$37.5M$184M+$6.6M
- PTCPTC1,027,183 shares · 0.4% of their software · price +$17.9M$177M−$8.6M
- BroadridgeBR712,874 shares · 0.4% of their software$173M−$7.7M
- The Trade DeskTTD2,212,002 shares · 0.3% of their software · price +$38.2M$159M+$2.0M
- MongoDBMDB678,967 shares · 0.3% of their software · price +$23.5M$143M−$94.6M
- Paychex, Inc.PAYX822,873 shares · 0.3% of their software · price −$7.3M$120M+$7.1M
- GitLabGTLB2,606,835 shares · 0.2% of their software · price −$4.9M$118M−$72.4M
- ZscalerZS353,116 shares · 0.2% of their software · price +$40.8M$111M−$25.8M
- DuolingoDUOL218,039 shares · 0.2% of their software · price +$21.7M$89.4M−$40.1M
- ToastTOST2,009,184 shares · 0.2% of their software · price +$22.3M$89.0M−$3.9M
- ProcorePCOR1,224,808 shares · 0.2% of their software · price +$2.9M$83.8M−$11.3M
- VertexVERX2,361,526 shares · 0.2% of their software · price +$767K$83.4M+$16.6M
- NICENICE400,023 shares · 0.1% of their software · price +$5.9M$67.6M−$11.6M
- VeriSign, Inc.VRSN232,172 shares · 0.1% of their software · price +$8.1M$67.0M+$21.5M
- KlaviyoKVYO1,949,759 shares · 0.1% of their software · price +$6.5M$65.5M−$11.1M
- Block, Inc.XYZ943,814 shares · 0.1% of their software · price +$12.8M$64.1M−$67.0M
- PegasystemsPEGA1,164,063 shares · 0.1% of their software · price −$17.9M$63.0M+$26.4M
- GoDaddyGDDY334,317 shares · 0.1% of their software$60.2M−$102M
- PaymentusPAY1,798,222 shares · 0.1% of their software · price +$12.0M$58.9M−$6.7M
- Q2QTWO600,946 shares · 0.1% of their software · price +$8.2M$56.2M+$6.9M
- AlkamiALKT1,809,312 shares · 0.1% of their software · price +$7.0M$54.5MFlat
- DocuSignDOCU613,139 shares · 0.1% of their software · price −$2.2M$47.8M−$2.5M
- Check PointCHKP215,076 shares · 0.1% of their software · price −$1.4M$47.6M+$10.7M
- LiveRamp Holdings, Inc.RAMP1,408,922 shares · 0.1% of their software · price +$9.7M$46.6M−$760K
- CommvaultCVLT254,849 shares · 0.1% of their software · price +$4.2M$44.4M+$13.2M
- Agilysys, Inc.AGYS379,587 shares · 0.1% of their software · price +$16.0M$43.5M+$5.3M
- PhreesiaPHR1,524,251 shares · 0.1% of their software · price +$4.4M$43.4MFlat
- AtlassianTEAM208,761 shares · 0.1% of their software · price −$1.9M$42.4M−$9.7M
- AvePointAVPT2,130,124 shares · 0.1% of their software · price +$10.4M$41.1M+$12.9M
- ZoomZM511,305 shares · 0.1% of their software · price +$2.2M$39.9M−$903K
- DropboxDBX1,376,390 shares · 0.1% of their software · price +$2.6M$39.4M+$11.6M
- F5, Inc.FFIV133,483 shares · 0.1% of their software · price +$3.7M$39.3M−$46.9M
- Nayax Ltd.NYAX754,870 shares · 0.1% of their software · price +$12.4M$38.1M−$4.1M
- FreshworksFRSH2,540,275 shares · 0.1% of their software · price +$2.0M$37.9M+$4.7M
- Intapp, Inc.INTA703,158 shares · 0.1% of their software · price −$4.8M$36.3M+$785K
- NetApp, Inc.NTAP338,048 shares · 0.1% of their software · price +$6.3M$36.0M−$14.2M
- Shift4 Payments, Inc.FOUR323,476 shares · 0.1% of their software · price +$5.6M$32.1M−$7.8M
- nCinoNCNO1,126,293 shares · 0.1% of their software · price +$563K$31.5MFlat
- SailPointSAIL1,296,319 shares · 0.1% of their software · price +$5.3M$29.6M−$14.3M
- Amdocs LimitedDOX308,570 shares · 0.1% of their software$28.2M+$2.3M
- Life360, Inc.LIF408,012 shares · 0.1% of their software · price +$11.0M$26.6M−$6.1M
- SPS CommerceSPSC180,154 shares · 0.1% of their software · price +$605K$24.5M−$23.7M
- Chime Financial, Inc.CHYM700,000 shares · 0.1% of their software$24.2MNew · +$24.2M
- WorkdayWDAY98,884 shares · 0.0% of their software · price +$640K$23.7M−$7.1M
- Clearwater AnalyticsCWAN1,023,237 shares · 0.0% of their software$22.4M—
- ZoomInfoZI1,952,276 shares · 0.0% of their software$19.8MFlat
- TwilioTWLO153,959 shares · 0.0% of their software · price +$4.1M$19.1M−$2.1M
- Grindr Inc.GRND776,769 shares · 0.0% of their software · price +$3.7M$17.6M+$12.7M
- JFrogFROG398,403 shares · 0.0% of their software · price +$4.7M$17.5MFlat
- ElasticESTC199,715 shares · 0.0% of their software · price −$953K$16.8M−$5.3M
- TrimbleTRMB219,261 shares · 0.0% of their software · price +$2.3M$16.7M+$1.8M
- FlywireFLYW1,366,451 shares · 0.0% of their software · price +$3.0M$16.0M−$5.7M
- Joint Stock Company Kaspi.kzKSPI187,799 shares · 0.0% of their software · price −$1.5M$15.9MFlat
- PaycomPAYC63,200 shares · 0.0% of their software · price +$817K$14.6M+$2.2M
- Lyft, Inc.LYFT899,593 shares · 0.0% of their software · price +$3.5M$14.2M+$5.2M
- RingCentralRNG493,364 shares · 0.0% of their software · price +$1.8M$14.0M+$1.9M
- VaronisVRNS272,886 shares · 0.0% of their software · price +$2.8M$13.8M+$9.5M
- SAPSAP44,245 shares · 0.0% of their software · price +$1.6M$13.5MFlat
- FactSetFDS29,577 shares · 0.0% of their software$13.2M+$3.3M
- Full Truck Alliance Co. Ltd.YMM1,083,942 shares · 0.0% of their software · price −$1.0M$12.8M+$4.8M
- Strategy IncMSTR30,429 shares · 0.0% of their software · price +$3.5M$12.3M+$3.7M
- NutanixNTNX144,280 shares · 0.0% of their software · price +$957K$11.0M+$5.3M
- Blaize Holdings, Inc.BZAI3,692,091 shares · 0.0% of their software · price +$3.5M$11.0MFlat
- Commerce.com, Inc.CMRC1,656,610 shares · 0.0% of their software · price −$1.3M$8.3MFlat
- GigaCloud Technology Inc.GCT407,960 shares · 0.0% of their software · price +$2.3M$8.1MFlat
- NCR Atleos CorporationNATL257,847 shares · 0.0% of their software · price +$554K$7.4MFlat
- InterDigital, Inc.IDCC30,611 shares · 0.0% of their software · price +$535K$6.9MFlat
- Repay Holdings CorporationRPAY1,350,275 shares · 0.0% of their software · price −$1.0M$6.5MFlat
- Corpay, Inc.CPAY18,768 shares · 0.0% of their software$6.2M+$627K
- Nerdy Inc.NRDY3,650,255 shares · 0.0% of their software · price +$767K$5.9MFlat
- SamsaraIOT143,494 shares · 0.0% of their software$5.7M−$50.8M
- AppFolioAPPF21,601 shares · 0.0% of their software$5.0M−$36.8M
- TeradataTDC204,887 shares · 0.0% of their software$4.6MFlat
- Ribbon Communications Inc.RBBN1,090,798 shares · 0.0% of their software$4.4M−$509K
- OpenTextOTEX136,272 shares · 0.0% of their software · price +$537K$4.0M−$647K
- WixWIX24,742 shares · 0.0% of their software$3.9M−$87.1M
- PagSeguro Digital Ltd.PAGS390,372 shares · 0.0% of their software · price +$785K$3.8M+$2.2M
- QualysQLYS25,782 shares · 0.0% of their software$3.7MFlat
- PaylocityPCTY18,451 shares · 0.0% of their software$3.3MFlat
- MagniteMGNI108,451 shares · 0.0% of their software · price +$1.4M$2.6MFlat
- ProgressPRGS40,848 shares · 0.0% of their software · price +$504K$2.6MFlat
- UiPathPATH199,636 shares · 0.0% of their software$2.6M−$874K
- Dave Inc.DAVE8,397 shares · 0.0% of their software · price +$1.6M$2.3MFlat
- CS Disco, Inc.LAW499,115 shares · 0.0% of their software$2.2M−$4.0M
- Zeta GlobalZETA139,216 shares · 0.0% of their software$2.2M−$7.3M
- Blend Labs, Inc.BLND649,544 shares · 0.0% of their software$2.1MFlat
- A10 Networks, Inc.ATEN109,639 shares · 0.0% of their software$2.1MFlat
- CourseraCOUR222,926 shares · 0.0% of their software$2.0MFlat
- Rapid7RPD80,659 shares · 0.0% of their software$1.9M+$1.3M
- Adeia Inc.ADEA125,791 shares · 0.0% of their software$1.8MFlat
- Calix, Inc.CALX30,936 shares · 0.0% of their software · price +$549K$1.6M+$530K
- AkamaiAKAM19,875 shares · 0.0% of their software$1.6MFlat
- NetScout Systems, Inc.NTCT61,075 shares · 0.0% of their software$1.5MFlat
- Clear Secure, Inc.YOU48,317 shares · 0.0% of their software$1.3MFlat
- DynatraceDT24,263 shares · 0.0% of their software$1.3MFlat
- Five9FIVN48,297 shares · 0.0% of their software$1.3MFlat
- WaystarWAY27,960 shares · 0.0% of their software$1.1MFlat
- PAR Technology CorporationPAR15,888 shares · 0.0% of their software$1.1MFlat
- OktaOKTA10,833 shares · 0.0% of their software$1.1MFlat
- DigitalOceanDOCN36,745 shares · 0.0% of their software$1.0MFlat
- Bandwidth Inc.BAND61,334 shares · 0.0% of their software$975KFlat
- ePlus inc.PLUS13,278 shares · 0.0% of their software$957KFlat
- YextYEXT111,588 shares · 0.0% of their software$948KFlat
- Upbound Group, Inc.UPBD37,404 shares · 0.0% of their software$939KFlat
- StoneCo Ltd.STNE57,061 shares · 0.0% of their software$915KFlat
- OneSpan Inc.OSPN51,374 shares · 0.0% of their software$857KFlat
- BoxBOX24,219 shares · 0.0% of their software$828KFlat
- PubMaticPUBM61,433 shares · 0.0% of their software$764KFlat
- AsanaASAN56,605 shares · 0.0% of their software$764KNew · +$825K
- Bentley SystemsBSY13,322 shares · 0.0% of their software$719KFlat
- BILLBILL14,994 shares · 0.0% of their software$694KFlat
- Xperi Inc.XPER84,085 shares · 0.0% of their software$665KFlat
- Paysafe LimitedPSFE51,805 shares · 0.0% of their software$654KFlat
- Grab Holdings LimitedGRAB125,221 shares · 0.0% of their software$630KFlat
- Donnelley Financial Solutions, Inc.DFIN8,773 shares · 0.0% of their software$541KNew · Flat
- MorningstarMORN1,541 shares · 0.0% of their software$484KFlat
- SoundHound AI, Inc.SOUN44,153 shares · 0.0% of their software$474KFlat
- Pagaya Technologies Ltd.PGY21,723 shares · 0.0% of their software$463KFlat
- PagerDutyPD28,297 shares · 0.0% of their software$432KFlat
- Sprout SocialSPT20,240 shares · 0.0% of their software$423KFlat
- Alarm.com Holdings, Inc.ALRM7,444 shares · 0.0% of their software$421KFlat
- i3 Verticals, Inc.IIIV15,067 shares · 0.0% of their software$414KFlat
- Payoneer Global Inc.PAYO59,676 shares · 0.0% of their software$409K−$695K
- 8x8EGHT197,952 shares · 0.0% of their software$388K—
- Red Violet, Inc.RDVT7,416 shares · 0.0% of their software$365KFlat
- Cerence Inc.CRNC35,041 shares · 0.0% of their software$358KFlat
- UnityU14,227 shares · 0.0% of their software$344KFlat
- International Money Express, Inc.IMXI34,001 shares · 0.0% of their software$343KFlat
- DomoDOMO23,759 shares · 0.0% of their software$332K—
- BlackBerry LimitedBB68,211 shares · 0.0% of their software$314KFlat
- Digital TurbineAPPS53,144 shares · 0.0% of their software$314KFlat
- Consensus Cloud Solutions, Inc.CCSI13,537 shares · 0.0% of their software$312KFlat
- Mitek Systems, Inc.MITK30,942 shares · 0.0% of their software$306KFlat
- Health CatalystHCAT80,973 shares · 0.0% of their software$305KFlat
- Thryv Holdings, Inc.THRY24,394 shares · 0.0% of their software$297KFlat
- WorkivaWK3,789 shares · 0.0% of their software$259KFlat
- SemrushSEMR25,686 shares · 0.0% of their software$232K—
- Ooma, Inc.OOMA17,640 shares · 0.0% of their software$228KFlat
- Core Scientific, Inc.CORZ10,584 shares · 0.0% of their software$181KNew · Flat
- AudioEye, Inc.AEYE15,482 shares · 0.0% of their software$180KFlat
- Cognyte Software Ltd.CGNT15,033 shares · 0.0% of their software$139KFlat