Generalist · San Mateo, CA
Franklin Resources
Q1 2026 · compared with Q4 2025
Filed as Franklin Resources INC
- Software
- $26.9B
- Weight of 13F
- 6.7%
- Names
- 195
- Net bought
- −$3.7B
3,034 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
- MicrosoftMSFT38,405,107 shares · 52.9% of their software · price −$4.4B$14.2B−$757M
- OracleORCL9,246,295 shares · 5.1% of their software · price −$442M$1.4B+$251M
- ShopifySHOP8,272,377 shares · 3.7% of their software · price −$350M$982M−$43.8M
- CadenceCDNS2,690,581 shares · 2.8% of their software · price −$93.4M$748M−$122M
- CloudflareNET3,350,775 shares · 2.6% of their software · price +$30.8M$691M−$44.3M
- AdobeADBE2,802,303 shares · 2.5% of their software · price −$300M$681M+$291M
- PalantirPLTR4,424,826 shares · 2.4% of their software · price −$139M$647M+$33.8M
- SynopsysSNPS1,529,195 shares · 2.3% of their software · price −$112M$606M−$89.5M
- SalesforceCRM2,749,669 shares · 1.9% of their software · price −$215M$513M+$107M
- AppLovinAPP1,235,519 shares · 1.8% of their software · price −$341M$492M−$404M
- ServiceNowNOW4,499,527 shares · 1.8% of their software · price −$219M$470M−$389M
- IntuitINTU1,060,703 shares · 1.7% of their software · price −$244M$459M−$428M
- Palo Alto NetworksPANW2,759,034 shares · 1.6% of their software · price −$65.9M$442M−$40.8M
- SnowflakeSNOW2,840,982 shares · 1.6% of their software · price −$195M$428M+$102M
- AutodeskADSK1,643,494 shares · 1.5% of their software · price −$93.0M$393M−$15.4M
- CrowdStrikeCRWD845,860 shares · 1.2% of their software · price −$66.3M$330MFlat
- Fiserv, Inc.FISV5,390,409 shares · 1.1% of their software · price −$61.3M$301M+$149M
- ACI WorldwideACIW6,616,371 shares · 1.0% of their software · price −$45.0M$271M+$37.1M
- Roper Technologies, Inc.ROP650,992 shares · 0.9% of their software · price −$59.4M$230M−$270M
- DatadogDDOG1,592,551 shares · 0.7% of their software · price −$28.6M$188M−$24.9M
- Uber Technologies, Inc.UBER2,447,030 shares · 0.7% of their software · price −$23.9M$176M−$252M
- VeriskVRSK587,738 shares · 0.4% of their software · price −$19.9M$112M−$70.3M
- Tyler TechnologiesTYL277,164 shares · 0.4% of their software · price −$30.9M$94.9M−$160M
- GuidewireGWRE629,738 shares · 0.4% of their software · price −$32.4M$94.2M−$48.3M
- VeevaVEEV513,937 shares · 0.3% of their software · price −$24.4M$90.3M−$29.6M
- DigitalOceanDOCN1,007,691 shares · 0.3% of their software · price +$37.9M$86.4M+$24.7M
- Automatic Data Processing, Inc.ADP411,824 shares · 0.3% of their software · price −$22.3M$83.7M−$10.9M
- ProcorePCOR1,286,583 shares · 0.3% of their software · price −$20.3M$73.3M−$2.0M
- Paychex, Inc.PAYX763,914 shares · 0.3% of their software · price −$15.3M$70.4M−$3.4M
- ServiceTitanTTAN1,100,932 shares · 0.3% of their software · price −$47.4M$69.9M−$97.2M
- Fair IsaacFICO59,507 shares · 0.2% of their software · price −$37.1M$63.5M−$128M
- PaymentusPAY2,365,011 shares · 0.2% of their software · price −$14.6M$60.1M+$6.1M
- GoDaddyGDDY716,133 shares · 0.2% of their software · price −$29.7M$59.2M+$56.8M
- GitLabGTLB2,675,389 shares · 0.2% of their software · price −$42.5M$57.9M−$21.0M
- FortinetFTNT594,447 shares · 0.2% of their software · price +$1.4M$48.6M+$4.4M
- DescartesDSGX603,781 shares · 0.2% of their software · price −$9.7M$43.2M−$13.2M
- NetApp, Inc.NTAP419,554 shares · 0.2% of their software · price −$2.0M$43.0M+$18.6M
- DropboxDBX1,888,241 shares · 0.2% of their software · price −$9.6M$42.9M+$16.9M
- VeriSign, Inc.VRSN161,435 shares · 0.1% of their software · price +$873K$40.1M+$4.8M
- BroadridgeBR244,590 shares · 0.1% of their software · price −$14.8M$39.7M−$38.5M
- InterDigital, Inc.IDCC127,946 shares · 0.1% of their software · price −$2.1M$38.6M+$7.5M
- Grab Holdings LimitedGRAB10,344,683 shares · 0.1% of their software · price −$13.8M$37.9M−$26.7M
- MongoDBMDB123,450 shares · 0.1% of their software · price −$21.6M$30.2M−$128M
- ZoomZM358,633 shares · 0.1% of their software · price −$2.1M$28.8M−$9.9M
- Manhattan AssociatesMANH207,060 shares · 0.1% of their software · price −$8.3M$27.6M−$110M
- RingCentralRNG715,790 shares · 0.1% of their software · price +$5.9M$26.6M+$1.0M
- Lyft, Inc.LYFT1,964,552 shares · 0.1% of their software · price −$11.9M$26.1M+$22.2M
- Agilysys, Inc.AGYS347,941 shares · 0.1% of their software · price −$16.6M$24.8M−$8.8M
- Dave Inc.DAVE136,796 shares · 0.1% of their software · price −$6.5M$23.8M+$2.9M
- Check PointCHKP159,855 shares · 0.1% of their software · price −$6.8M$22.8M−$14.4M
- Amdocs LimitedDOX347,216 shares · 0.1% of their software · price −$5.3M$22.7M+$8.1M
- DocuSignDOCU474,669 shares · 0.1% of their software · price −$10.0M$22.5M−$979K
- KlaviyoKVYO1,077,930 shares · 0.1% of their software · price −$14.0M$21.0M−$29.3M
- Intapp, Inc.INTA794,738 shares · 0.1% of their software · price −$16.0M$20.4M+$3.9M
- Block, Inc.XYZ337,261 shares · 0.1% of their software · price −$1.7M$20.3M+$14.9M
- LiveRamp Holdings, Inc.RAMP760,491 shares · 0.1% of their software · price −$2.2M$20.2M−$10.2M
- NCR Atleos CorporationNATL445,139 shares · 0.1% of their software · price +$2.4M$19.4M+$5.2M
- TeradataTDC743,005 shares · 0.1% of their software · price −$3.6M$19.0M+$10.0M
- AkamaiAKAM160,354 shares · 0.1% of their software · price +$4.4M$18.4M+$12.9M
- F5, Inc.FFIV63,619 shares · 0.1% of their software · price +$2.2M$18.4M+$859K
- AlkamiALKT1,173,366 shares · 0.1% of their software · price −$8.7M$18.4M−$16.8M
- PTCPTC128,325 shares · 0.1% of their software · price −$4.1M$18.3M−$152M
- JFrogFROG379,388 shares · 0.1% of their software · price −$5.9M$17.8M−$3.5M
- nCinoNCNO1,183,140 shares · 0.1% of their software · price −$12.6M$17.7M−$4.5M
- GigaCloud Technology Inc.GCT380,985 shares · 0.1% of their software · price +$2.3M$17.3M+$3.2M
- PegasystemsPEGA369,096 shares · 0.1% of their software · price −$6.3M$15.7M−$57.2M
- ToastTOST582,005 shares · 0.1% of their software · price −$5.2M$15.4M−$14.3M
- Joint Stock Company Kaspi.kzKSPI194,774 shares · 0.1% of their software · price −$791K$14.4MFlat
- ZscalerZS100,815 shares · 0.1% of their software · price −$8.5M$14.1M−$33.9M
- FlywireFLYW1,190,462 shares · 0.1% of their software · price −$3.0M$13.9M−$853K
- Corpay, Inc.CPAY41,199 shares · 0.0% of their software$12.0M+$6.8M
- Clearwater AnalyticsCWAN500,111 shares · 0.0% of their software$11.8M—
- TrimbleTRMB176,639 shares · 0.0% of their software · price −$2.3M$11.5M−$5.8M
- Full Truck Alliance Co. Ltd.YMM1,219,642 shares · 0.0% of their software · price −$3.0M$10.1M−$1.4M
- FreshworksFRSH1,260,113 shares · 0.0% of their software · price −$5.3M$10.1M−$15.0M
- CoStarCSGP249,573 shares · 0.0% of their software · price −$6.7M$10.1M−$61.4M
- Nayax Ltd.NYAX178,102 shares · 0.0% of their software · price +$962K$10.0M+$4.2M
- Netskope, Inc.NTSK1,162,906 shares · 0.0% of their software · price −$10.5M$9.9M−$6.8M
- TwilioTWLO78,889 shares · 0.0% of their software · price −$1.3M$9.7M+$8.4M
- Navan, Inc.NAVN624,740 shares · 0.0% of their software · price −$2.4M$8.3M+$531K
- SS&CSSNC120,847 shares · 0.0% of their software · price −$2.4M$8.2M−$147M
- HubSpotHUBS32,169 shares · 0.0% of their software · price −$5.1M$7.9M−$131M
- AtlassianTEAM113,746 shares · 0.0% of their software · price −$10.7M$7.8M+$4.7M
- Figma, Inc.FIG366,817 shares · 0.0% of their software · price −$6.0M$7.8M−$3.1M
- WorkdayWDAY54,970 shares · 0.0% of their software · price −$4.7M$7.1M+$2.6M
- OpenTextOTEX303,159 shares · 0.0% of their software · price −$3.1M$6.8M+$656K
- FactSetFDS29,931 shares · 0.0% of their software · price −$2.2M$6.5MFlat
- Diebold Nixdorf, IncorporatedDBD81,995 shares · 0.0% of their software · price +$619K$6.2M+$646K
- PhreesiaPHR735,963 shares · 0.0% of their software · price −$6.3M$6.2M−$21.4M
- PaycomPAYC47,525 shares · 0.0% of their software · price −$1.8M$5.8M−$1.1M
- DoximityDOCS211,155 shares · 0.0% of their software · price −$4.4M$4.9M−$53.7M
- PagSeguro Digital Ltd.PAGS486,484 shares · 0.0% of their software$4.9MFlat
- SAPSAP27,617 shares · 0.0% of their software · price −$2.0M$4.7M−$3.8M
- PaylocityPCTY41,802 shares · 0.0% of their software · price −$1.9M$4.5M+$2.0M
- Rubrik, Inc.RBRK81,066 shares · 0.0% of their software · price −$2.2M$4.0M−$8.0M
- CommvaultCVLT49,031 shares · 0.0% of their software · price −$2.3M$3.8M−$28.0M
- Donnelley Financial Solutions, Inc.DFIN79,759 shares · 0.0% of their software$3.8M+$2.5M
- StoneCo Ltd.STNE264,927 shares · 0.0% of their software$3.7M+$810K
- WixWIX35,566 shares · 0.0% of their software$3.2M+$3.4M
- Gen DigitalGEN169,177 shares · 0.0% of their software · price −$1.4M$3.2M−$213M
- AppFolioAPPF19,497 shares · 0.0% of their software · price −$1.5M$3.1MFlat
- FastlyFSLY102,033 shares · 0.0% of their software · price +$1.9M$3.0M+$810K
- QualysQLYS33,744 shares · 0.0% of their software · price −$1.5M$3.0M+$526K
- CourseraCOUR482,165 shares · 0.0% of their software · price −$743K$2.8M+$1.3M
- Clear Secure, Inc.YOU57,570 shares · 0.0% of their software · price +$767K$2.8MFlat
- DynatraceDT73,990 shares · 0.0% of their software$2.7M+$1.1M
- Strategy IncMSTR20,227 shares · 0.0% of their software · price −$549K$2.5M−$4.7M
- Zeta GlobalZETA152,086 shares · 0.0% of their software · price −$674K$2.4MFlat
- BoxBOX102,169 shares · 0.0% of their software · price −$641K$2.4M+$2.0M
- A10 Networks, Inc.ATEN103,999 shares · 0.0% of their software · price +$565K$2.4MFlat
- NutanixNTNX63,077 shares · 0.0% of their software · price −$863K$2.4M+$1.6M
- PagerDutyPD384,228 shares · 0.0% of their software · price −$2.7M$2.4M+$1.6M
- UiPathPATH211,214 shares · 0.0% of their software · price −$1.1M$2.3M+$1.2M
- NetScout Systems, Inc.NTCT72,875 shares · 0.0% of their software$2.3MFlat
- Q2QTWO47,968 shares · 0.0% of their software · price −$1.2M$2.3MFlat
- Adeia Inc.ADEA93,173 shares · 0.0% of their software · price +$632K$2.2MFlat
- Consensus Cloud Solutions, Inc.CCSI88,132 shares · 0.0% of their software$2.1M+$1.7M
- DuolingoDUOL20,245 shares · 0.0% of their software · price −$1.6M$2.0M−$4.9M
- Calix, Inc.CALX39,131 shares · 0.0% of their software$1.9MFlat
- Nerdy Inc.NRDY2,307,449 shares · 0.0% of their software · price −$517K$1.9MFlat
- SPS CommerceSPSC26,758 shares · 0.0% of their software · price −$895K$1.5MFlat
- NICENICE13,505 shares · 0.0% of their software$1.5MFlat
- CoreWeave, Inc.CRWV19,194 shares · 0.0% of their software$1.5MFlat
- BrazeBRZE55,301 shares · 0.0% of their software · price −$591K$1.3MNew · +$1.9M
- MagniteMGNI109,583 shares · 0.0% of their software$1.3MFlat
- Bandwidth Inc.BAND64,638 shares · 0.0% of their software$1.2MFlat
- AppianAPPN47,238 shares · 0.0% of their software · price −$534K$1.1M+$1.1M
- PubMaticPUBM138,180 shares · 0.0% of their software$1.1MFlat
- DoubleVerifyDV117,228 shares · 0.0% of their software$1.1MFlat
- Blend Labs, Inc.BLND645,906 shares · 0.0% of their software · price −$866K$1.1MFlat
- monday.comMNDY15,506 shares · 0.0% of their software · price −$1.2M$1.1M−$1.5M
- Rapid7RPD176,666 shares · 0.0% of their software · price −$1.7M$973KFlat
- BILLBILL25,299 shares · 0.0% of their software$969K+$566K
- ProgressPRGS37,759 shares · 0.0% of their software · price −$654K$969KFlat
- SemrushSEMR74,888 shares · 0.0% of their software$894K—
- WorkivaWK14,295 shares · 0.0% of their software$852KFlat
- Cerence Inc.CRNC132,547 shares · 0.0% of their software · price −$581K$836KFlat
- OktaOKTA10,466 shares · 0.0% of their software$824KFlat
- Ibotta, Inc.IBTA26,036 shares · 0.0% of their software$780KFlat
- Daily Journal CorporationDJCO1,614 shares · 0.0% of their software$778KNew · +$787K
- AvePointAVPT77,872 shares · 0.0% of their software$741K−$15.4M
- CCC Intelligent Solutions Holdings Inc.CCC122,361 shares · 0.0% of their software$734KNew · +$973K
- BlackBerry LimitedBB214,752 shares · 0.0% of their software$696KFlat
- The Trade DeskTTD30,325 shares · 0.0% of their software$688K−$11.6M
- VaronisVRNS31,728 shares · 0.0% of their software$681KFlat
- SoundHound AI, Inc.SOUN97,151 shares · 0.0% of their software$667KFlat
- Five9FIVN42,734 shares · 0.0% of their software$648KFlat
- WaystarWAY26,834 shares · 0.0% of their software$647K−$14.1M
- ePlus inc.PLUS8,522 shares · 0.0% of their software$641KFlat
- 8x8EGHT383,184 shares · 0.0% of their software$636KFlat
- SamsaraIOT18,238 shares · 0.0% of their software$578KFlat
- Payoneer Global Inc.PAYO116,201 shares · 0.0% of their software$561KFlat
- OneSpan Inc.OSPN53,075 shares · 0.0% of their software$559KFlat
- Grindr Inc.GRND45,198 shares · 0.0% of their software$546KFlat
- Upbound Group, Inc.UPBD29,344 shares · 0.0% of their software$530KFlat
- Bentley SystemsBSY14,715 shares · 0.0% of their software$517KFlat
- AsanaASAN76,626 shares · 0.0% of their software · price −$560K$490KFlat
- Alarm.com Holdings, Inc.ALRM11,216 shares · 0.0% of their software$484KFlat
- CertaraCERT78,785 shares · 0.0% of their software$449KFlat
- Life360, Inc.LIF10,912 shares · 0.0% of their software$445K−$30.1M
- Mitek Systems, Inc.MITK31,042 shares · 0.0% of their software$419KFlat
- YextYEXT97,027 shares · 0.0% of their software$373KFlat
- Pagaya Technologies Ltd.PGY30,919 shares · 0.0% of their software$360KFlat
- Sabre CorporationSABR236,397 shares · 0.0% of their software$343KFlat
- UnityU14,643 shares · 0.0% of their software$321K−$9.5M
- SprinklrCXM53,112 shares · 0.0% of their software$319KFlat
- Core Scientific, Inc.CORZ20,051 shares · 0.0% of their software$300KFlat
- Red Violet, Inc.RDVT8,198 shares · 0.0% of their software$284KFlat
- Cognyte Software Ltd.CGNT31,304 shares · 0.0% of their software$254KFlat
- Sprout SocialSPT43,348 shares · 0.0% of their software$247KFlat
- Ribbon Communications Inc.RBBN108,769 shares · 0.0% of their software$231KFlat
- PAR Technology CorporationPAR17,285 shares · 0.0% of their software$230KFlat
- i3 Verticals, Inc.IIIV9,677 shares · 0.0% of their software$216KFlat
- Viant Technology Inc.DSP19,122 shares · 0.0% of their software$214KFlat
- Euronet Worldwide, Inc.EEFT3,050 shares · 0.0% of their software$202KFlat
- NextNav Inc.NN12,412 shares · 0.0% of their software$199KFlat
- Alight, Inc.ALIT282,709 shares · 0.0% of their software$165K+$507K
- Telos CorporationTLS36,778 shares · 0.0% of their software$154KNew · Flat
- Aeva Technologies, Inc.AEVA11,353 shares · 0.0% of their software$149KNew · Flat
- Digital TurbineAPPS50,355 shares · 0.0% of their software$145KFlat
- Cellebrite DI Ltd.CLBT10,175 shares · 0.0% of their software$140KNew · Flat
- Bitdeer Technologies GroupBTDR15,436 shares · 0.0% of their software$134KFlat
- C3.aiAI14,454 shares · 0.0% of their software$122KFlat
- PowerFleet, Inc.AIOT39,012 shares · 0.0% of their software$120KFlat
- Blaize Holdings, Inc.BZAI62,540 shares · 0.0% of their software$114KFlat
- eGain CorporationEGAN14,026 shares · 0.0% of their software$111KNew · Flat
- SmartRent, Inc.SMRT39,508 shares · 0.0% of their software$59KFlat
- Commerce.com, Inc.CMRC21,765 shares · 0.0% of their software$58KFlat
- Forum Markets, IncorporatedFRMM17,096 shares · 0.0% of their software$49KFlat
- Datavault AI Inc.DVLT79,132 shares · 0.0% of their software$49KFlat
- DomoDOMO15,125 shares · 0.0% of their software$46K—
- Veritone, Inc.VERI22,103 shares · 0.0% of their software$44KFlat
- Kaltura, Inc.KLTR25,107 shares · 0.0% of their software$31KFlat
- Expensify, Inc.EXFY16,871 shares · 0.0% of their software$15KFlat
- Shift4 Payments, Inc.FOUR108 shares · 0.0% of their software$5KFlat