Generalist · San Mateo, CA
Franklin Resources
Q4 2025 · compared with Q3 2025
Filed as Franklin Resources INC
- Software
- $38.6B
- Weight of 13F
- 9.7%
- Names
- 201
- Net bought
- +$524M
Filed 11 February 2026 · SEC filing.
2,978 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
- MicrosoftMSFT39,970,877 shares · 50.1% of their software · price −$1.4B$19.3BFlat
- OracleORCL7,957,274 shares · 4.0% of their software · price −$687M$1.6B−$363M
- ShopifySHOP8,544,645 shares · 3.6% of their software · price +$106M$1.4B−$133M
- AppLovinAPP1,834,448 shares · 3.2% of their software · price −$82.0M$1.2B−$437M
- IntuitINTU1,706,327 shares · 2.9% of their software · price −$35.0M$1.1B+$155M
- ServiceNowNOW7,037,379 shares · 2.8% of their software · price −$5.4B$1.1B+$4.5B
- CadenceCDNS3,081,716 shares · 2.5% of their software · price −$119M$963M−$302M
- SynopsysSNPS1,719,769 shares · 2.1% of their software · price −$40.7M$808M−$407M
- PalantirPLTR4,234,434 shares · 1.9% of their software · price −$19.8M$753M+$76.4M
- CloudflareNET3,575,711 shares · 1.8% of their software · price −$62.4M$705M+$88.0M
- AdobeADBE1,970,098 shares · 1.8% of their software · price −$5.4M$690M−$30.4M
- SalesforceCRM2,345,517 shares · 1.6% of their software · price +$65.5M$621M−$206M
- Roper Technologies, Inc.ROP1,258,040 shares · 1.5% of their software · price −$67.4M$560M−$294M
- Palo Alto NetworksPANW2,980,288 shares · 1.4% of their software · price −$57.9M$549M−$215M
- SnowflakeSNOW2,377,681 shares · 1.4% of their software · price −$14.7M$522M+$297M
- AutodeskADSK1,695,683 shares · 1.3% of their software · price −$36.7M$502M−$126M
- Uber Technologies, Inc.UBER5,530,053 shares · 1.2% of their software · price −$89.9M$452M−$48.3M
- CrowdStrikeCRWD853,756 shares · 1.0% of their software · price −$18.5M$400M−$72.7M
- Tyler TechnologiesTYL630,673 shares · 0.7% of their software · price −$43.6M$286M−$110M
- ACI WorldwideACIW5,841,200 shares · 0.7% of their software · price −$29.0M$279M−$201M
- DatadogDDOG1,775,566 shares · 0.6% of their software · price −$11.4M$241M−$52.4M
- Fair IsaacFICO135,458 shares · 0.6% of their software · price +$26.3M$229M−$27.4M
- Gen DigitalGEN8,020,760 shares · 0.6% of their software · price −$9.6M$218M−$12.3M
- ServiceTitanTTAN2,014,025 shares · 0.6% of their software · price +$11.4M$214M+$51.3M
- Fiserv, Inc.FISV3,178,330 shares · 0.6% of their software · price −$196M$213M+$67.8M
- VeriskVRSK901,894 shares · 0.5% of their software · price −$25.1M$202M−$76.4M
- MongoDBMDB428,323 shares · 0.5% of their software · price +$46.8M$180M+$27.3M
- GuidewireGWRE870,212 shares · 0.5% of their software · price −$25.1M$175M+$3.2M
- PTCPTC999,713 shares · 0.5% of their software · price −$28.8M$174M+$20.3M
- SS&CSSNC1,801,678 shares · 0.4% of their software · price −$2.4M$158M−$26.1M
- Manhattan AssociatesMANH843,187 shares · 0.4% of their software · price −$26.7M$146M−$36.1M
- VeevaVEEV646,517 shares · 0.4% of their software · price −$48.3M$144M−$323M
- HubSpotHUBS358,741 shares · 0.4% of their software · price −$23.9M$144M−$339M
- GitLabGTLB3,234,160 shares · 0.3% of their software · price −$24.4M$121M−$13.5M
- Automatic Data Processing, Inc.ADP454,307 shares · 0.3% of their software · price −$16.5M$117M−$62.7M
- ProcorePCOR1,314,757 shares · 0.2% of their software$95.6MFlat
- BroadridgeBR417,188 shares · 0.2% of their software · price −$6.3M$93.1M−$61.6M
- Paychex, Inc.PAYX794,451 shares · 0.2% of their software · price −$11.6M$89.1MFlat
- PegasystemsPEGA1,326,926 shares · 0.2% of their software · price +$2.9M$79.2M+$13.4M
- Grab Holdings LimitedGRAB15,701,389 shares · 0.2% of their software · price −$16.2M$78.3M+$72.4M
- CoStarCSGP1,162,422 shares · 0.2% of their software · price −$19.9M$78.2M−$217M
- PaymentusPAY2,171,601 shares · 0.2% of their software · price +$2.1M$68.6M+$5.7M
- DescartesDSGX753,938 shares · 0.2% of their software · price −$5.0M$66.1M−$43.0M
- KlaviyoKVYO1,980,269 shares · 0.2% of their software · price +$9.5M$64.3M+$1.6M
- DoximityDOCS1,422,991 shares · 0.2% of their software · price −$41.1M$63.0M−$142M
- ZscalerZS251,663 shares · 0.1% of their software · price −$18.8M$56.6M−$42.5M
- Agilysys, Inc.AGYS422,384 shares · 0.1% of their software · price +$5.7M$50.2M+$3.9M
- Check PointCHKP237,713 shares · 0.1% of their software · price −$5.1M$44.1M−$4.2M
- AlkamiALKT1,903,047 shares · 0.1% of their software · price −$3.4M$43.9M−$503K
- FortinetFTNT539,286 shares · 0.1% of their software · price −$2.5M$42.8M+$1.6M
- ZoomZM472,803 shares · 0.1% of their software · price +$1.8M$40.8M−$5.3M
- DropboxDBX1,279,980 shares · 0.1% of their software · price −$3.1M$35.6M+$3.1M
- ToastTOST983,402 shares · 0.1% of their software · price −$983K$34.9M−$48.3M
- nCinoNCNO1,360,144 shares · 0.1% of their software · price −$2.0M$34.9M+$5.8M
- VeriSign, Inc.VRSN141,752 shares · 0.1% of their software · price −$5.2M$34.4M−$14.1M
- CommvaultCVLT272,252 shares · 0.1% of their software · price −$17.3M$34.1M+$1.1M
- PhreesiaPHR2,000,082 shares · 0.1% of their software · price −$13.2M$33.8M+$10.5M
- DocuSignDOCU488,989 shares · 0.1% of their software · price −$1.8M$33.4M−$3.5M
- InterDigital, Inc.IDCC104,452 shares · 0.1% of their software · price −$2.8M$33.3M+$25.6M
- LiveRamp Holdings, Inc.RAMP1,106,454 shares · 0.1% of their software · price +$2.5M$32.5M−$2.4M
- Intapp, Inc.INTA709,112 shares · 0.1% of their software · price +$3.5M$32.5M+$2.5M
- GoDaddyGDDY258,322 shares · 0.1% of their software · price −$3.3M$32.1M+$1.5M
- Life360, Inc.LIF479,962 shares · 0.1% of their software · price −$20.2M$30.8M−$29.8M
- FreshworksFRSH2,488,663 shares · 0.1% of their software · price +$1.2M$30.5M−$1.3M
- Dave Inc.DAVE123,725 shares · 0.1% of their software · price +$2.7M$27.4M+$12.4M
- Netskope, Inc.NTSK1,551,232 shares · 0.1% of their software · price −$8.1M$27.2M+$17.8M
- JFrogFROG434,962 shares · 0.1% of their software · price +$6.6M$27.2M−$4.0M
- NetApp, Inc.NTAP245,523 shares · 0.1% of their software · price −$2.8M$26.3M−$4.3M
- DigitalOceanDOCN494,314 shares · 0.1% of their software · price +$6.9M$23.8M+$15.0M
- Amdocs LimitedDOX246,904 shares · 0.1% of their software$19.9M−$5.3M
- TrimbleTRMB251,126 shares · 0.1% of their software · price −$829K$19.7M−$11.1M
- RingCentralRNG679,476 shares · 0.1% of their software$19.6M+$3.9M
- FlywireFLYW1,250,725 shares · 0.0% of their software · price +$775K$17.7M−$1.9M
- Figma, Inc.FIG450,137 shares · 0.0% of their software · price −$6.5M$16.8M+$14.3M
- AvePointAVPT1,189,591 shares · 0.0% of their software · price −$1.3M$16.5M−$16.8M
- Lyft, Inc.LYFT819,625 shares · 0.0% of their software · price −$2.2M$15.9MFlat
- F5, Inc.FFIV60,253 shares · 0.0% of their software · price −$4.1M$15.4M−$14.9M
- Joint Stock Company Kaspi.kzKSPI192,112 shares · 0.0% of their software · price −$682K$15.0MFlat
- WaystarWAY457,035 shares · 0.0% of their software · price −$2.4M$15.0M+$16.2M
- SailPointSAIL715,333 shares · 0.0% of their software · price −$1.3M$14.5M−$12.8M
- Full Truck Alliance Co. Ltd.YMM1,348,557 shares · 0.0% of their software · price −$3.0M$14.5M+$3.3M
- Rubrik, Inc.RBRK186,117 shares · 0.0% of their software · price −$1.1M$14.2M+$10.4M
- AtlassianTEAM84,625 shares · 0.0% of their software$13.7M−$1.6M
- The Trade DeskTTD335,406 shares · 0.0% of their software · price −$3.7M$12.7M−$20.5M
- Clearwater AnalyticsCWAN522,228 shares · 0.0% of their software$12.6M—
- TeradataTDC412,958 shares · 0.0% of their software · price +$3.7M$12.6M+$5.1M
- GigaCloud Technology Inc.GCT300,641 shares · 0.0% of their software · price +$3.3M$11.8M−$3.4M
- NCR Atleos CorporationNATL308,041 shares · 0.0% of their software$11.7M+$1.1M
- SAPSAP43,378 shares · 0.0% of their software · price −$1.1M$10.5MFlat
- Navan, Inc.NAVN593,638 shares · 0.0% of their software$10.1MNew · +$10.1M
- UnityU229,332 shares · 0.0% of their software · price +$947K$10.1M+$8.6M
- VertexVERX464,155 shares · 0.0% of their software · price −$2.2M$9.3M−$25.0M
- OpenTextOTEX283,030 shares · 0.0% of their software · price −$1.4M$9.2M+$3.1M
- WorkdayWDAY42,820 shares · 0.0% of their software · price −$1.1M$9.2M−$2.0M
- PaycomPAYC54,369 shares · 0.0% of their software · price −$2.7M$8.7MFlat
- FactSetFDS29,472 shares · 0.0% of their software$8.6MFlat
- DuolingoDUOL48,043 shares · 0.0% of their software · price −$7.0M$8.4MFlat
- Strategy IncMSTR51,100 shares · 0.0% of their software · price −$8.7M$7.8M+$1.3M
- Block, Inc.XYZ108,467 shares · 0.0% of their software · price −$779K$7.1M+$2.7M
- Corpay, Inc.CPAY18,633 shares · 0.0% of their software$5.6M−$2.2M
- Diebold Nixdorf, IncorporatedDBD72,486 shares · 0.0% of their software · price +$787K$4.9M+$3.7M
- Nayax Ltd.NYAX95,020 shares · 0.0% of their software$4.8M−$8.6M
- PagSeguro Digital Ltd.PAGS487,910 shares · 0.0% of their software$4.7MFlat
- AppFolioAPPF19,634 shares · 0.0% of their software · price −$844K$4.6MFlat
- PaylocityPCTY28,676 shares · 0.0% of their software$4.4M+$733K
- SentinelOneS265,814 shares · 0.0% of their software · price −$694K$4.0MNew · +$4.7M
- BlackbaudBLKB62,656 shares · 0.0% of their software$4.0MNew · +$4.0M
- QualysQLYS29,783 shares · 0.0% of their software$4.0MFlat
- monday.comMNDY25,363 shares · 0.0% of their software · price −$1.2M$3.7M−$56.9M
- Q2QTWO48,818 shares · 0.0% of their software$3.5M−$40.9M
- PagerDutyPD261,422 shares · 0.0% of their software · price −$891K$3.4M+$1.6M
- StoneCo Ltd.STNE210,178 shares · 0.0% of their software · price −$866K$3.1M+$2.2M
- Zeta GlobalZETA149,187 shares · 0.0% of their software$3.0MFlat
- TwilioTWLO20,098 shares · 0.0% of their software · price +$847K$2.9MFlat
- Nerdy Inc.NRDY2,549,412 shares · 0.0% of their software · price −$561K$2.7M−$1.4M
- SPS CommerceSPSC29,167 shares · 0.0% of their software$2.6M−$16.1M
- Rapid7RPD159,086 shares · 0.0% of their software · price −$565K$2.4MFlat
- CourseraCOUR307,098 shares · 0.0% of their software · price −$1.3M$2.3M+$992K
- UiPathPATH135,067 shares · 0.0% of their software$2.2M−$566K
- DynatraceDT48,934 shares · 0.0% of their software$2.1M+$1.2M
- Calix, Inc.CALX36,122 shares · 0.0% of their software$1.9MFlat
- Clear Secure, Inc.YOU53,811 shares · 0.0% of their software$1.9M−$3.6M
- NetScout Systems, Inc.NTCT67,127 shares · 0.0% of their software$1.8MFlat
- A10 Networks, Inc.ATEN102,357 shares · 0.0% of their software$1.8M−$920K
- MagniteMGNI108,970 shares · 0.0% of their software · price −$605K$1.8MFlat
- Adeia Inc.ADEA101,978 shares · 0.0% of their software$1.8MFlat
- ProgressPRGS40,750 shares · 0.0% of their software$1.8MFlat
- NutanixNTNX32,583 shares · 0.0% of their software · price −$740K$1.7M−$8.9M
- Blend Labs, Inc.BLND552,055 shares · 0.0% of their software$1.7MFlat
- BullishBLSH41,467 shares · 0.0% of their software · price −$1.1M$1.6MFlat
- DoubleVerifyDV133,458 shares · 0.0% of their software$1.5MFlat
- CoreWeave, Inc.CRWV20,792 shares · 0.0% of their software · price −$1.4M$1.5M+$2.6M
- WorkivaWK14,997 shares · 0.0% of their software$1.3MFlat
- Donnelley Financial Solutions, Inc.DFIN25,865 shares · 0.0% of their software$1.2M+$630K
- Five9FIVN56,303 shares · 0.0% of their software$1.1MFlat
- AkamaiAKAM12,561 shares · 0.0% of their software$1.1MFlat
- ePlus inc.PLUS12,262 shares · 0.0% of their software$1.1MFlat
- AsanaASAN77,784 shares · 0.0% of their software$1.1MFlat
- OktaOKTA12,257 shares · 0.0% of their software$1.1MFlat
- Cerence Inc.CRNC98,783 shares · 0.0% of their software$1.1MFlat
- NICENICE9,292 shares · 0.0% of their software$1.1M−$50.3M
- BoxBOX34,942 shares · 0.0% of their software$1.0MFlat
- VaronisVRNS31,740 shares · 0.0% of their software · price −$783K$1.0M−$22.5M
- SoundHound AI, Inc.SOUN97,810 shares · 0.0% of their software · price −$598K$975KFlat
- SamsaraIOT27,007 shares · 0.0% of their software$957KFlat
- Bandwidth Inc.BAND58,141 shares · 0.0% of their software$898KFlat
- DomoDOMO104,210 shares · 0.0% of their software$878K—
- YextYEXT106,828 shares · 0.0% of their software$861KFlat
- PubMaticPUBM93,925 shares · 0.0% of their software$833KFlat
- OneSpan Inc.OSPN64,260 shares · 0.0% of their software$825KFlat
- BILLBILL14,925 shares · 0.0% of their software$814K—
- Grindr Inc.GRND57,734 shares · 0.0% of their software$782K−$11.8M
- Upbound Group, Inc.UPBD41,650 shares · 0.0% of their software$731KFlat
- SprinklrCXM91,012 shares · 0.0% of their software$708KFlat
- Sabre CorporationSABR498,646 shares · 0.0% of their software$678KFlat
- Bentley SystemsBSY17,282 shares · 0.0% of their software$660KFlat
- Pagaya Technologies Ltd.PGY30,943 shares · 0.0% of their software$647KFlat
- PAR Technology CorporationPAR17,438 shares · 0.0% of their software$633KFlat
- AppianAPPN16,501 shares · 0.0% of their software$584KNew · +$504K
- 8x8EGHT292,054 shares · 0.0% of their software$575K—
- International Money Express, Inc.IMXI34,045 shares · 0.0% of their software$523KFlat
- Ibotta, Inc.IBTA22,733 shares · 0.0% of their software$517KFlat
- Payoneer Global Inc.PAYO91,734 shares · 0.0% of their software$516KFlat
- Red Violet, Inc.RDVT8,454 shares · 0.0% of their software$481KFlat
- Alarm.com Holdings, Inc.ALRM9,268 shares · 0.0% of their software$473K−$5.4M
- Sprout SocialSPT40,702 shares · 0.0% of their software$459KFlat
- BlackBerry LimitedBB119,128 shares · 0.0% of their software$450KFlat
- CertaraCERT49,634 shares · 0.0% of their software$437KNew · +$607K
- i3 Verticals, Inc.IIIV16,413 shares · 0.0% of their software$413KFlat
- Mitek Systems, Inc.MITK35,545 shares · 0.0% of their software$375KFlat
- MorningstarMORN1,564 shares · 0.0% of their software$340KFlat
- SemrushSEMR27,371 shares · 0.0% of their software$325K—
- Core Scientific, Inc.CORZ20,288 shares · 0.0% of their software$295KFlat
- BlackLineBL5,335 shares · 0.0% of their software$295KFlat
- Digital TurbineAPPS50,331 shares · 0.0% of their software$252KFlat
- Consensus Cloud Solutions, Inc.CCSI11,482 shares · 0.0% of their software$251KFlat
- WixWIX2,372 shares · 0.0% of their software$246KFlat
- Viant Technology Inc.DSP19,531 shares · 0.0% of their software$235KFlat
- C3.aiAI17,111 shares · 0.0% of their software$231KNew · Flat
- FastlyFSLY22,507 shares · 0.0% of their software$229KNew · Flat
- Commerce.com, Inc.CMRC54,648 shares · 0.0% of their software$225KFlat
- Euronet Worldwide, Inc.EEFT2,895 shares · 0.0% of their software$220KNew · Flat
- EVERTEC, Inc.EVTC7,336 shares · 0.0% of their software$213K−$601K
- NextNav Inc.NN12,411 shares · 0.0% of their software$207KNew · Flat
- PowerFleet, Inc.AIOT38,612 shares · 0.0% of their software$205KFlat
- Ribbon Communications Inc.RBBN71,204 shares · 0.0% of their software$205K−$2.0M
- Simulations PlusSLP11,233 shares · 0.0% of their software$205KNew · Flat
- Remitly Global, Inc.RELY12,765 shares · 0.0% of their software$176KNew · Flat
- Bitdeer Technologies GroupBTDR15,436 shares · 0.0% of their software$173KNew · Flat
- Cognyte Software Ltd.CGNT16,327 shares · 0.0% of their software$153KFlat
- Ooma, Inc.OOMA12,491 shares · 0.0% of their software$147KFlat
- Blaize Holdings, Inc.BZAI62,540 shares · 0.0% of their software$122K—
- Veritone, Inc.VERI18,325 shares · 0.0% of their software$85KFlat
- Forum Markets, IncorporatedFRMM17,096 shares · 0.0% of their software$84KNew · Flat
- SmartRent, Inc.SMRT32,842 shares · 0.0% of their software$66KFlat
- Datavault AI Inc.DVLT79,132 shares · 0.0% of their software$52KNew · Flat
- Alight, Inc.ALIT22,683 shares · 0.0% of their software$44KNew · Flat
- Kaltura, Inc.KLTR25,772 shares · 0.0% of their software$42KFlat
- Shift4 Payments, Inc.FOUR428 shares · 0.0% of their software$27K−$25.4M
- Expensify, Inc.EXFY17,301 shares · 0.0% of their software$26KFlat
- DHI Group, Inc.DHX11,874 shares · 0.0% of their software$18KFlat