Generalist · San Mateo, CA
Franklin Resources
Q3 2025 · compared with Q2 2025
Filed as Franklin Resources INC
- Software
- $46.4B
- Weight of 13F
- 11.8%
- Names
- 192
- Net bought
- −$2.7B
Filed 13 November 2025 · SEC filing.
2,990 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
- MicrosoftMSFT40,181,125 shares · 44.9% of their software · price +$825M$20.8BFlat
- OracleORCL9,246,588 shares · 5.6% of their software · price +$579M$2.6B−$135M
- ServiceNowNOW2,184,540 shares · 4.3% of their software · price −$235M$2.0B−$349M
- AppLovinAPP2,442,450 shares · 3.8% of their software · price +$900M$1.8B+$171M
- ShopifySHOP9,438,528 shares · 3.0% of their software · price +$314M$1.4B−$99.6M
- CadenceCDNS3,942,491 shares · 3.0% of their software · price +$170M$1.4B−$92.7M
- SynopsysSNPS2,544,172 shares · 2.7% of their software · price −$49.1M$1.3B−$154M
- IntuitINTU1,479,713 shares · 2.2% of their software · price −$155M$1.0BFlat
- Roper Technologies, Inc.ROP1,847,398 shares · 2.0% of their software · price −$126M$921M+$21.4M
- Palo Alto NetworksPANW4,037,320 shares · 1.8% of their software · price −$4.1M$822MFlat
- SalesforceCRM3,215,132 shares · 1.6% of their software · price −$115M$762M−$1.0B
- AdobeADBE2,056,408 shares · 1.6% of their software · price −$70.2M$725M+$45.4M
- PalantirPLTR3,815,547 shares · 1.5% of their software · price +$176M$696M+$84.3M
- CloudflareNET3,165,536 shares · 1.5% of their software · price +$59.4M$679M−$73.0M
- Uber Technologies, Inc.UBER6,023,238 shares · 1.3% of their software · price +$28.1M$590M+$54.1M
- AutodeskADSK2,091,902 shares · 1.2% of their software · price +$16.9M$567M−$41.4M
- VeevaVEEV1,729,436 shares · 1.1% of their software · price +$17.2M$515M+$98.9M
- HubSpotHUBS1,083,437 shares · 1.1% of their software · price −$96.2M$507M−$119M
- CrowdStrikeCRWD1,002,037 shares · 1.1% of their software · price −$19.0M$491M−$135M
- Tyler TechnologiesTYL840,505 shares · 0.9% of their software · price −$58.6M$440M−$79.4M
- Fiserv, Inc.FISV2,652,250 shares · 0.7% of their software · price −$115M$342MFlat
- CoStarCSGP3,736,949 shares · 0.7% of their software · price +$14.8M$315M+$23.9M
- DatadogDDOG2,143,887 shares · 0.7% of their software · price +$17.3M$305M−$33.3M
- VeriskVRSK1,205,529 shares · 0.7% of their software · price −$72.3M$303M−$39.8M
- ACI WorldwideACIW9,659,385 shares · 0.6% of their software · price +$66.3M$288M+$197M
- DoximityDOCS3,357,505 shares · 0.5% of their software · price +$39.7M$246M+$12.0M
- Gen DigitalGEN8,454,929 shares · 0.5% of their software · price −$8.5M$240M+$8.7M
- SnowflakeSNOW1,058,814 shares · 0.5% of their software · price +$1.9M$239M+$40.1M
- Fair IsaacFICO153,745 shares · 0.5% of their software · price −$51.0M$230M−$99.7M
- Manhattan AssociatesMANH1,019,484 shares · 0.5% of their software · price +$7.7M$209M−$8.9M
- GuidewireGWRE856,487 shares · 0.4% of their software · price −$4.8M$197M+$17.9M
- Automatic Data Processing, Inc.ADP667,783 shares · 0.4% of their software · price −$9.9M$196M−$18.6M
- SS&CSSNC2,095,247 shares · 0.4% of their software · price +$12.5M$186M−$30.7M
- PTCPTC899,573 shares · 0.4% of their software · price +$27.6M$183M−$22.0M
- BroadridgeBR675,748 shares · 0.3% of their software · price −$3.3M$161M−$9.0M
- GitLabGTLB3,533,659 shares · 0.3% of their software$159M+$41.8M
- ServiceTitanTTAN1,505,177 shares · 0.3% of their software · price −$9.6M$152M−$41.6M
- ZscalerZS393,539 shares · 0.3% of their software · price −$5.6M$118M+$12.7M
- DescartesDSGX1,210,782 shares · 0.2% of their software · price −$9.0M$114M−$63.7M
- MongoDBMDB340,259 shares · 0.2% of their software · price +$34.2M$106M−$71.1M
- Paychex, Inc.PAYX799,860 shares · 0.2% of their software · price −$15.0M$101M−$3.3M
- ProcorePCOR1,324,219 shares · 0.2% of their software · price +$6.0M$96.6M+$6.8M
- ToastTOST2,306,479 shares · 0.2% of their software · price −$17.9M$84.2M+$13.2M
- Life360, Inc.LIF760,122 shares · 0.2% of their software · price +$31.2M$80.8M+$23.0M
- PegasystemsPEGA1,094,552 shares · 0.1% of their software · price +$3.7M$62.9M−$3.8M
- monday.comMNDY319,169 shares · 0.1% of their software · price −$38.6M$61.8M−$269M
- PaymentusPAY1,984,828 shares · 0.1% of their software · price −$4.3M$60.7M+$6.1M
- VeriSign, Inc.VRSN192,086 shares · 0.1% of their software · price −$1.8M$53.7M−$11.6M
- Check PointCHKP257,803 shares · 0.1% of their software · price −$3.7M$53.3M+$9.5M
- KlaviyoKVYO1,922,325 shares · 0.1% of their software · price −$11.3M$53.2M−$921K
- NICENICE356,514 shares · 0.1% of their software · price −$8.6M$51.6M−$7.3M
- CommvaultCVLT266,351 shares · 0.1% of their software · price +$3.8M$50.3M+$2.0M
- AlkamiALKT1,923,315 shares · 0.1% of their software · price −$10.2M$47.8M+$3.4M
- Q2QTWO613,734 shares · 0.1% of their software · price −$13.0M$44.4M+$1.2M
- ZoomZM537,006 shares · 0.1% of their software · price +$2.4M$44.3M+$2.0M
- FortinetFTNT520,304 shares · 0.1% of their software · price −$11.3M$43.7M−$166M
- Agilysys, Inc.AGYS385,578 shares · 0.1% of their software · price −$3.6M$40.6M+$687K
- DocuSignDOCU537,146 shares · 0.1% of their software · price −$3.1M$38.7M−$5.9M
- The Trade DeskTTD754,541 shares · 0.1% of their software · price −$17.3M$37.0M−$105M
- PhreesiaPHR1,553,192 shares · 0.1% of their software · price −$7.7M$36.5M+$824K
- VertexVERX1,472,958 shares · 0.1% of their software · price −$15.5M$36.5M−$31.4M
- DropboxDBX1,178,634 shares · 0.1% of their software · price +$1.9M$35.6M−$5.7M
- AvePointAVPT2,309,378 shares · 0.1% of their software · price −$9.9M$34.7M+$3.5M
- F5, Inc.FFIV106,396 shares · 0.1% of their software · price +$3.1M$34.4M−$8.0M
- GoDaddyGDDY247,087 shares · 0.1% of their software · price −$10.7M$33.8M−$15.7M
- NetApp, Inc.NTAP281,447 shares · 0.1% of their software · price +$3.4M$33.3M−$6.0M
- LiveRamp Holdings, Inc.RAMP1,195,180 shares · 0.1% of their software · price −$7.1M$32.4M−$7.1M
- TrimbleTRMB387,508 shares · 0.1% of their software · price +$2.2M$31.6M+$12.8M
- nCinoNCNO1,147,897 shares · 0.1% of their software · price −$987K$31.1M+$604K
- FreshworksFRSH2,599,512 shares · 0.1% of their software · price −$8.2M$30.6M+$883K
- SailPointSAIL1,297,139 shares · 0.1% of their software · price −$1.0M$28.6MFlat
- Intapp, Inc.INTA648,477 shares · 0.1% of their software · price −$7.0M$26.5M−$2.8M
- Amdocs LimitedDOX311,814 shares · 0.1% of their software · price −$2.9M$25.6MFlat
- Shift4 Payments, Inc.FOUR328,935 shares · 0.1% of their software · price −$7.1M$25.5M+$541K
- JFrogFROG519,046 shares · 0.1% of their software · price +$1.8M$24.6M+$5.3M
- VaronisVRNS423,353 shares · 0.1% of their software · price +$2.8M$24.3M+$7.6M
- Grab Holdings LimitedGRAB3,677,290 shares · 0.0% of their software · price +$3.6M$22.1M+$17.9M
- SPS CommerceSPSC183,993 shares · 0.0% of their software · price −$5.9M$19.2M+$522K
- FlywireFLYW1,388,639 shares · 0.0% of their software · price +$2.6M$18.8MFlat
- Lyft, Inc.LYFT821,054 shares · 0.0% of their software · price +$5.1M$18.1M−$1.2M
- Netskope, Inc.NTSK768,140 shares · 0.0% of their software$17.5MNew · +$17.5M
- Clearwater AnalyticsCWAN939,240 shares · 0.0% of their software$16.9M—
- DuolingoDUOL48,820 shares · 0.0% of their software · price −$4.3M$15.7M−$69.4M
- Joint Stock Company Kaspi.kzKSPI192,112 shares · 0.0% of their software · price −$617K$15.7MFlat
- RingCentralRNG540,898 shares · 0.0% of their software$15.3M+$1.3M
- Strategy IncMSTR47,205 shares · 0.0% of their software · price −$3.9M$15.2M+$6.8M
- ZoomInfoZI1,352,849 shares · 0.0% of their software$14.8M—
- Full Truck Alliance Co. Ltd.YMM1,096,660 shares · 0.0% of their software · price +$1.3M$14.2MFlat
- Blaize Holdings, Inc.BZAI563,367 shares · 0.0% of their software · Implied price is far from the quarter-end close$13.4M—
- Nayax Ltd.NYAX276,230 shares · 0.0% of their software · price −$735K$13.2M−$24.1M
- Grindr Inc.GRND842,924 shares · 0.0% of their software · price −$6.5M$12.7M+$1.5M
- WorkdayWDAY51,089 shares · 0.0% of their software$12.3M−$11.5M
- Dave Inc.DAVE61,350 shares · 0.0% of their software · price −$4.2M$12.2M+$14.2M
- AtlassianTEAM94,418 shares · 0.0% of their software · price −$4.1M$12.1M−$23.2M
- GigaCloud Technology Inc.GCT421,507 shares · 0.0% of their software · price +$3.6M$12.0MFlat
- SAPSAP44,390 shares · 0.0% of their software · price −$1.6M$11.9MFlat
- NutanixNTNX152,515 shares · 0.0% of their software$11.3M+$629K
- PaycomPAYC54,445 shares · 0.0% of their software · price −$1.3M$11.3M−$2.0M
- NCR Atleos CorporationNATL279,566 shares · 0.0% of their software · price +$3.0M$11.0M+$620K
- InterDigital, Inc.IDCC30,222 shares · 0.0% of their software · price +$3.7M$10.4MFlat
- Figma, Inc.FIG175,130 shares · 0.0% of their software$9.1MNew · +$9.1M
- FactSetFDS29,256 shares · 0.0% of their software · price −$4.7M$8.4MFlat
- Corpay, Inc.CPAY26,440 shares · 0.0% of their software · price −$1.2M$7.6M+$2.5M
- OpenTextOTEX199,395 shares · 0.0% of their software · price +$1.6M$7.5M+$1.8M
- Repay Holdings CorporationRPAY1,371,147 shares · 0.0% of their software · price +$562K$7.2MFlat
- Clear Secure, Inc.YOU160,608 shares · 0.0% of their software · price +$903K$5.4M+$3.1M
- Block, Inc.XYZ70,790 shares · 0.0% of their software$5.1M−$59.3M
- AppFolioAPPF18,425 shares · 0.0% of their software · price +$836K$5.1M−$731K
- Rubrik, Inc.RBRK59,295 shares · 0.0% of their software$4.9MNew · +$5.3M
- Nerdy Inc.NRDY3,635,739 shares · 0.0% of their software · price −$1.3M$4.6MFlat
- PagSeguro Digital Ltd.PAGS454,191 shares · 0.0% of their software$4.5M+$615K
- Alarm.com Holdings, Inc.ALRM110,181 shares · 0.0% of their software$4.0M+$5.8M
- PaylocityPCTY24,076 shares · 0.0% of their software · price −$528K$3.8M+$1.0M
- TeradataTDC177,734 shares · 0.0% of their software$3.8M−$606K
- QualysQLYS27,356 shares · 0.0% of their software$3.6MFlat
- Zeta GlobalZETA141,896 shares · 0.0% of their software · price +$622K$2.8MFlat
- A10 Networks, Inc.ATEN153,027 shares · 0.0% of their software$2.8M+$840K
- Rapid7RPD147,922 shares · 0.0% of their software · price −$648K$2.8M+$1.6M
- PagerDutyPD162,875 shares · 0.0% of their software$2.7M+$2.1M
- CourseraCOUR222,383 shares · 0.0% of their software · price +$656K$2.6MFlat
- MagniteMGNI117,484 shares · 0.0% of their software$2.6MFlat
- BullishBLSH40,000 shares · 0.0% of their software$2.5MNew · +$2.5M
- UiPathPATH177,394 shares · 0.0% of their software$2.4MFlat
- Blend Labs, Inc.BLND646,499 shares · 0.0% of their software$2.4MFlat
- Ribbon Communications Inc.RBBN597,663 shares · 0.0% of their software$2.3M−$2.0M
- Adeia Inc.ADEA130,068 shares · 0.0% of their software$2.2MFlat
- Calix, Inc.CALX33,967 shares · 0.0% of their software$2.1MFlat
- TwilioTWLO19,434 shares · 0.0% of their software$1.9M−$16.7M
- DigitalOceanDOCN55,903 shares · 0.0% of their software$1.9M+$547K
- DomoDOMO120,423 shares · 0.0% of their software$1.9M—
- ProgressPRGS41,487 shares · 0.0% of their software · price −$826K$1.8MFlat
- StoneCo Ltd.STNE95,068 shares · 0.0% of their software$1.8M+$610K
- NetScout Systems, Inc.NTCT62,120 shares · 0.0% of their software$1.6MFlat
- SoundHound AI, Inc.SOUN93,592 shares · 0.0% of their software · price +$501K$1.5M+$530K
- DoubleVerifyDV119,893 shares · 0.0% of their software$1.4MNew · +$1.8M
- AkamaiAKAM18,323 shares · 0.0% of their software$1.4MFlat
- Upbound Group, Inc.UPBD56,913 shares · 0.0% of their software$1.3MFlat
- Five9FIVN55,496 shares · 0.0% of their software$1.3MFlat
- DynatraceDT23,549 shares · 0.0% of their software$1.1MFlat
- BoxBOX34,224 shares · 0.0% of their software$1.1MFlat
- WaystarWAY28,870 shares · 0.0% of their software$1.1MFlat
- OktaOKTA11,836 shares · 0.0% of their software$1.1MFlat
- WorkivaWK12,480 shares · 0.0% of their software$1.1M+$595K
- YextYEXT119,667 shares · 0.0% of their software$1.0MFlat
- Cerence Inc.CRNC81,572 shares · 0.0% of their software$1.0MFlat
- Bandwidth Inc.BAND56,098 shares · 0.0% of their software$935KFlat
- OneSpan Inc.OSPN57,561 shares · 0.0% of their software$915KFlat
- EVERTEC, Inc.EVTC25,118 shares · 0.0% of their software$848KNew · +$906K
- AsanaASAN62,648 shares · 0.0% of their software$837KFlat
- Bentley SystemsBSY16,126 shares · 0.0% of their software$830KFlat
- ePlus inc.PLUS11,651 shares · 0.0% of their software$827KFlat
- SamsaraIOT21,316 shares · 0.0% of their software$794K−$4.9M
- i3 Verticals, Inc.IIIV23,819 shares · 0.0% of their software$773KFlat
- Donnelley Financial Solutions, Inc.DFIN13,623 shares · 0.0% of their software$701KFlat
- SprinklrCXM88,780 shares · 0.0% of their software$685KNew · +$751K
- Pagaya Technologies Ltd.PGY22,766 shares · 0.0% of their software$676KFlat
- PubMaticPUBM80,285 shares · 0.0% of their software$665KFlat
- Paysafe LimitedPSFE51,392 shares · 0.0% of their software$664KFlat
- PAR Technology CorporationPAR15,888 shares · 0.0% of their software$629KFlat
- Payoneer Global Inc.PAYO94,227 shares · 0.0% of their software$570KFlat
- UnityU13,536 shares · 0.0% of their software$542KFlat
- WixWIX2,876 shares · 0.0% of their software$511K−$3.5M
- Aeva Technologies, Inc.AEVA35,033 shares · 0.0% of their software · price −$816K$508KNew · +$1.3M
- Diebold Nixdorf, IncorporatedDBD8,391 shares · 0.0% of their software$479KNew · Flat
- International Money Express, Inc.IMXI33,662 shares · 0.0% of their software$470KFlat
- 8x8EGHT212,938 shares · 0.0% of their software$451K—
- Sabre CorporationSABR240,853 shares · 0.0% of their software$441KNew · +$761K
- Red Violet, Inc.RDVT8,273 shares · 0.0% of their software$432KFlat
- Consensus Cloud Solutions, Inc.CCSI14,066 shares · 0.0% of their software$413KFlat
- BlackBerry LimitedBB84,289 shares · 0.0% of their software$411KFlat
- MorningstarMORN1,581 shares · 0.0% of their software$367KFlat
- Mitek Systems, Inc.MITK35,766 shares · 0.0% of their software$349KFlat
- Ooma, Inc.OOMA28,577 shares · 0.0% of their software$343KFlat
- Digital TurbineAPPS53,144 shares · 0.0% of their software$340KFlat
- Sprout SocialSPT23,886 shares · 0.0% of their software$309KFlat
- Core Scientific, Inc.CORZ16,584 shares · 0.0% of their software$298KFlat
- Thryv Holdings, Inc.THRY24,449 shares · 0.0% of their software$295KFlat
- Commerce.com, Inc.CMRC55,374 shares · 0.0% of their software$276K−$8.0M
- BlackLineBL5,016 shares · 0.0% of their software$266KNew · Flat
- CoreWeave, Inc.CRWV1,929 shares · 0.0% of their software$264KNew · Flat
- Ibotta, Inc.IBTA7,252 shares · 0.0% of their software$202KNew · Flat
- PowerFleet, Inc.AIOT36,810 shares · 0.0% of their software$193KNew · Flat
- SemrushSEMR26,667 shares · 0.0% of their software$189K—
- Cognyte Software Ltd.CGNT15,288 shares · 0.0% of their software$128KFlat
- DHI Group, Inc.DHX46,047 shares · 0.0% of their software$128KNew · Flat
- Viant Technology Inc.DSP11,561 shares · 0.0% of their software$100KNew · Flat
- BILLBILL7,611 shares · 0.0% of their software · Implied price is far from the quarter-end close$97K—
- Paysign, Inc.PAYS10,915 shares · 0.0% of their software$69KNew · Flat
- Veritone, Inc.VERI10,280 shares · 0.0% of their software$50KNew · Flat
- SmartRent, Inc.SMRT30,349 shares · 0.0% of their software$43KNew · Flat
- Kaltura, Inc.KLTR27,455 shares · 0.0% of their software$40KNew · Flat
- Expensify, Inc.EXFY18,428 shares · 0.0% of their software$34KNew · Flat