Pictet Asset Management Holding SA

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 2026161 names · $4.9M in calls, not in the total$14.9B−$279M
• Q1 2026167 names · $2.5M in calls, not in the total$13.8B+$1.5B
• Q4 2025167 names · $8.8M in calls, not in the total$17.1B+$2.8B
• Q3 2025163 names · $47.6M in calls, not in the total$18.7B+$1.9B
• Q2 2025163 names$17.3B+$100M
• Q1 2025158 names$14.7B+$760M
• Q4 2024156 names$15.1B+$1.2B
• Q3 2024153 names$13.6B−$318M
• Q2 2024146 names$14.1B+$740M
• Q1 2024141 names$13.8B−$383M
• Q4 2023137 names$13.4B+$115M
• Q3 2023135 names$11.0B—

What moved the book

The five software lines with the largest share change this quarter.

• ServiceNowNOW+$3.0B$588M
• SynopsysSNPS−$657M$478M
• Fiserv, Inc.FISV−$398M$31.7M
• HubSpotHUBS+$223M$777M
• MicrosoftMSFT+$195M$3.6B

Software held

• MicrosoftMSFT7,359,823 shares · 20.8% of their software · price −$253M$3.6B+$195M
• SalesforceCRM3,919,269 shares · 6.1% of their software · price +$109M$1.0B+$68.4M
• Palo Alto NetworksPANW4,356,617 shares · 4.7% of their software · price −$84.6M$803M+$65.1M
• HubSpotHUBS1,935,587 shares · 4.5% of their software · price −$129M$777M+$223M
• IntuitINTU1,025,056 shares · 4.0% of their software · price −$21.0M$679M+$23.9M
• AtlassianTEAM3,950,852 shares · 3.7% of their software · price +$9.6M$641M+$174M
• DynatraceDT14,648,533 shares · 3.7% of their software · price −$74.9M$635M+$101M
• ServiceNowNOW3,840,262 shares · 3.4% of their software · price −$2.9B$588M+$3.0B
• WorkdayWDAY2,580,075 shares · 3.2% of their software · price −$67.0M$554M+$62.0M
• PTCPTC2,976,722 shares · 3.0% of their software · price −$85.8M$519M−$7.7M
• SynopsysSNPS1,017,686 shares · 2.8% of their software · price −$24.1M$478M−$657M
• CadenceCDNS1,526,981 shares · 2.8% of their software · price −$59.1M$477M−$44.3M
• CrowdStrikeCRWD912,767 shares · 2.5% of their software · price −$19.7M$428M−$49.8M
• SnowflakeSNOW1,797,461 shares · 2.3% of their software · price −$11.1M$394M+$36.0M
• AutodeskADSK1,166,988 shares · 2.0% of their software · price −$25.3M$345M−$30.0M
• ElasticESTC4,534,498 shares · 2.0% of their software · price −$41.0M$342M+$11.7M
• ZscalerZS1,259,127 shares · 1.7% of their software · price −$94.1M$283M+$87.4M
• TwilioTWLO1,982,340 shares · 1.6% of their software · price +$83.6M$282M−$28.8M
• Uber Technologies, Inc.UBER3,097,566 shares · 1.5% of their software · price −$50.4M$253M+$38.2M
• FortinetFTNT3,155,993 shares · 1.5% of their software · price −$14.7M$251M+$53.0M
• VeevaVEEV1,110,075 shares · 1.4% of their software · price −$82.9M$248M+$41.1M
• Roper Technologies, Inc.ROP533,977 shares · 1.4% of their software · price −$28.6M$238M−$193M
• CloudflareNET1,175,479 shares · 1.4% of their software · price −$20.5M$232M−$19.3M
• ShopifySHOP1,364,459 shares · 1.3% of their software · price +$16.9M$220M−$24.6M
• PalantirPLTR1,235,847 shares · 1.3% of their software · price −$5.8M$220M+$14.7M
• AdobeADBE622,296 shares · 1.3% of their software · price −$1.7M$218M+$8.9M
• OracleORCL1,030,953 shares · 1.2% of their software · price −$89.0M$201M+$56.4M
• NutanixNTNX3,745,367 shares · 1.1% of their software · price −$85.0M$194M−$42.3M
• OktaOKTA1,940,353 shares · 1.0% of their software · price −$10.1M$168M+$2.6M
• Automatic Data Processing, Inc.ADP588,816 shares · 0.9% of their software · price −$21.4M$151M+$36.8M
• Check PointCHKP739,476 shares · 0.8% of their software · price −$15.8M$137M−$13.1M
• Rubrik, Inc.RBRK1,629,161 shares · 0.7% of their software · price −$9.4M$125M+$25.9M
• MongoDBMDB293,251 shares · 0.7% of their software · price +$32.1M$123M−$14.4M
• Five9FIVN6,005,184 shares · 0.7% of their software · price −$24.9M$120MFlat
• CommvaultCVLT909,982 shares · 0.7% of their software · price −$57.7M$114M+$26.1M
• Gen DigitalGEN4,156,668 shares · 0.7% of their software · price −$5.0M$113M+$28.9M
• Fair IsaacFICO57,478 shares · 0.6% of their software · price +$11.2M$97.3M−$40.7M
• DatadogDDOG631,717 shares · 0.5% of their software · price −$4.0M$85.9M−$7.9M
• AppLovinAPP108,484 shares · 0.4% of their software · price −$4.9M$73.1M+$1.3M
• VaronisVRNS2,178,380 shares · 0.4% of their software · price −$53.7M$71.5MSplit
• CoStarCSGP1,055,508 shares · 0.4% of their software · price −$18.1M$71.0M+$17.4M
• Bentley SystemsBSY1,858,105 shares · 0.4% of their software · price −$24.7M$70.9M−$60.5M
• GitLabGTLB1,669,331 shares · 0.4% of their software · price −$12.6M$62.6M+$1.8M
• TrimbleTRMB487,617 shares · 0.2% of their software · price −$1.6M$38.2M+$26.1M
• Fiserv, Inc.FISV471,847 shares · 0.2% of their software · price −$29.1M$31.7M−$398M
• PaylocityPCTY198,150 shares · 0.2% of their software · price −$1.3M$30.2M+$7.7M
• VeriSign, Inc.VRSN109,449 shares · 0.2% of their software · price −$4.0M$26.6M−$814K
• Paychex, Inc.PAYX191,572 shares · 0.1% of their software · price −$2.8M$21.5M−$9.1M
• Block, Inc.XYZ276,188 shares · 0.1% of their software · price −$2.0M$18.0M+$1.1M
• Strategy IncMSTR106,340 shares · 0.1% of their software · price −$18.1M$16.2M+$1.2M
• BroadridgeBR65,572 shares · 0.1% of their software · price −$984K$14.6M−$1.3M
• VeriskVRSK62,836 shares · 0.1% of their software · price −$1.7M$14.1M−$1.9M
• F5, Inc.FFIV52,921 shares · 0.1% of their software · price −$3.6M$13.5MFlat
• NetApp, Inc.NTAP121,247 shares · 0.1% of their software · price −$1.4M$13.0MFlat
• OpenTextOTEX351,863 shares · 0.1% of their software · price −$1.7M$11.5M+$4.0M
• GoDaddyGDDY92,223 shares · 0.1% of their software · price −$1.2M$11.4M+$1.4M
• Corpay, Inc.CPAY36,382 shares · 0.1% of their software$10.9M+$2.2M
• The Trade DeskTTD287,733 shares · 0.1% of their software · price −$3.2M$10.9M+$902K
• SS&CSSNC124,828 shares · 0.1% of their software$10.9MFlat
• Tyler TechnologiesTYL19,998 shares · 0.1% of their software · price −$1.4M$9.1MFlat
• Grab Holdings LimitedGRAB1,809,934 shares · 0.1% of their software · price −$1.9M$9.0MFlat
• ZoomZM100,789 shares · 0.1% of their software$8.7MFlat
• DocuSignDOCU110,801 shares · 0.0% of their software$7.6MFlat
• Chime Financial, Inc.CHYM250,708 shares · 0.0% of their software · price +$1.3M$6.3M+$987K
• ToastTOST172,015 shares · 0.0% of their software$6.1MFlat
• Full Truck Alliance Co. Ltd.YMM567,782 shares · 0.0% of their software · price −$1.3M$6.1M−$8.8M
• WixWIX47,414 shares · 0.0% of their software · price −$3.5M$4.9M−$4.5M
• SamsaraIOT131,462 shares · 0.0% of their software$4.7M+$840K
• InterDigital, Inc.IDCC14,098 shares · 0.0% of their software$4.5M+$3.6M
• CoreWeave, Inc.CRWV62,328 shares · 0.0% of their software · price −$4.1M$4.5MNew · +$8.5M
• DescartesDSGX45,206 shares · 0.0% of their software$4.0M+$587K
• Joint Stock Company Kaspi.kzKSPI47,808 shares · 0.0% of their software$3.7MFlat
• PaycomPAYC22,965 shares · 0.0% of their software · price −$1.1M$3.7MFlat
• DropboxDBX125,144 shares · 0.0% of their software$3.5M+$2.9M
• StoneCo Ltd.STNE219,614 shares · 0.0% of their software · price −$905K$3.2M+$2.4M
• AkamaiAKAM31,485 shares · 0.0% of their software$2.7M−$4.6M
• monday.comMNDY17,519 shares · 0.0% of their software · price −$808K$2.6M+$924K
• GuidewireGWRE12,514 shares · 0.0% of their software$2.5MFlat
• FactSetFDS7,918 shares · 0.0% of their software$2.3M−$10.6M
• UnityU46,713 shares · 0.0% of their software$2.1MFlat
• Manhattan AssociatesMANH8,976 shares · 0.0% of their software$1.6MFlat
• WEX Inc.WEX9,883 shares · 0.0% of their software$1.5M+$869K
• AvePointAVPT103,344 shares · 0.0% of their software$1.4M+$1.3M
• Remitly Global, Inc.RELY95,323 shares · 0.0% of their software$1.3M−$2.2M
• Dave Inc.DAVE5,841 shares · 0.0% of their software$1.3M+$918K
• ProcorePCOR17,410 shares · 0.0% of their software$1.3MFlat
• PagSeguro Digital Ltd.PAGS130,300 shares · 0.0% of their software$1.3MFlat
• ACI WorldwideACIW23,689 shares · 0.0% of their software$1.1MFlat
• Lyft, Inc.LYFT56,592 shares · 0.0% of their software$1.1MFlat
• Global-EGLBE26,681 shares · 0.0% of their software$1.0MFlat
• Clearwater AnalyticsCWAN43,391 shares · 0.0% of their software$1.0M—
• Core Scientific, Inc.CORZ71,525 shares · 0.0% of their software$1.0M+$592K
• PaymentusPAY32,819 shares · 0.0% of their software$1.0MNew · +$1.0M
• JFrogFROG15,220 shares · 0.0% of their software$951KFlat
• UiPathPATH56,976 shares · 0.0% of their software$934KFlat
• DuolingoDUOL5,237 shares · 0.0% of their software · price −$766K$919K−$18.0M
• Pagaya Technologies Ltd.PGY42,900 shares · 0.0% of their software$897K+$1.0M
• PegasystemsPEGA14,861 shares · 0.0% of their software$887KFlat
• MorningstarMORN3,881 shares · 0.0% of their software$843KFlat
• DoximityDOCS18,068 shares · 0.0% of their software · price −$522K$800K−$53.8M
• AppFolioAPPF3,395 shares · 0.0% of their software$790KFlat
• BILLBILL14,160 shares · 0.0% of their software$772KFlat
• Life360, Inc.LIF11,530 shares · 0.0% of their software$740KFlat
• QualysQLYS5,446 shares · 0.0% of their software$724KFlat
• Q2QTWO9,814 shares · 0.0% of their software$708KFlat
• KlaviyoKVYO21,697 shares · 0.0% of their software$705KFlat
• SentinelOneS45,966 shares · 0.0% of their software$689KFlat
• BoxBOX22,529 shares · 0.0% of their software$674KFlat
• Bitdeer Technologies GroupBTDR55,752 shares · 0.0% of their software$625KFlat
• CCC Intelligent Solutions Holdings Inc.CCC77,453 shares · 0.0% of their software$616KFlat
• WorkivaWK6,891 shares · 0.0% of their software$594KFlat
• Shift4 Payments, Inc.FOUR9,268 shares · 0.0% of their software$584KFlat
• SoundHound AI, Inc.SOUN57,296 shares · 0.0% of their software$571KFlat
• WaystarWAY15,893 shares · 0.0% of their software$520KFlat
• Agilysys, Inc.AGYS4,264 shares · 0.0% of their software$507KFlat
• Zeta GlobalZETA24,348 shares · 0.0% of their software$495KFlat
• SPS CommerceSPSC5,511 shares · 0.0% of their software$491KFlat
• Calix, Inc.CALX9,117 shares · 0.0% of their software$483KFlat
• TenableTENB19,794 shares · 0.0% of their software$466KFlat
• DigitalOceanDOCN9,525 shares · 0.0% of their software$458KFlat
• Euronet Worldwide, Inc.EEFT5,853 shares · 0.0% of their software$445KFlat
• BrazeBRZE12,926 shares · 0.0% of their software$443KFlat
• Clear Secure, Inc.YOU12,297 shares · 0.0% of their software$431KFlat
• BlackLineBL7,721 shares · 0.0% of their software$427KFlat
• ePlus inc.PLUS4,659 shares · 0.0% of their software$409KFlat
• TeradataTDC13,305 shares · 0.0% of their software$405KFlat
• NCR Atleos CorporationNATL10,549 shares · 0.0% of their software$402KFlat
• ZoomInfoZI38,981 shares · 0.0% of their software$396KFlat
• Payoneer Global Inc.PAYO69,712 shares · 0.0% of their software$392KFlat
• Intapp, Inc.INTA8,547 shares · 0.0% of their software$392KFlat
• BlackBerry LimitedBB101,148 shares · 0.0% of their software$382KFlat
• Tuya Inc.TUYA180,999 shares · 0.0% of their software$382KFlat
• ServiceTitanTTAN3,533 shares · 0.0% of their software$376KNew · Flat
• nCinoNCNO14,380 shares · 0.0% of their software$369KFlat
• MagniteMGNI22,641 shares · 0.0% of their software$367KFlat
• BlackbaudBLKB5,667 shares · 0.0% of their software$359KFlat
• FreshworksFRSH29,085 shares · 0.0% of their software$356KFlat
• NetScout Systems, Inc.NTCT12,355 shares · 0.0% of their software$334KFlat
• RingCentralRNG11,521 shares · 0.0% of their software$333KFlat
• Alarm.com Holdings, Inc.ALRM6,492 shares · 0.0% of their software$331KFlat
• AlkamiALKT13,322 shares · 0.0% of their software$307KFlat
• LightspeedLSPD25,118 shares · 0.0% of their software$303KFlat
• LiveRamp Holdings, Inc.RAMP10,030 shares · 0.0% of their software$295KFlat
• Cellebrite DI Ltd.CLBT15,369 shares · 0.0% of their software$277KFlat
• Adeia Inc.ADEA16,049 shares · 0.0% of their software$277KFlat
• EVERTEC, Inc.EVTC8,870 shares · 0.0% of their software$258KFlat
• ProgressPRGS5,960 shares · 0.0% of their software$256KFlat
• FlywireFLYW17,953 shares · 0.0% of their software$254KFlat
• DoubleVerifyDV20,676 shares · 0.0% of their software$237KFlat
• FastlyFSLY23,214 shares · 0.0% of their software$236KFlat
• C3.aiAI16,957 shares · 0.0% of their software$229KFlat
• AsanaASAN16,323 shares · 0.0% of their software$224KFlat
• VertexVERX10,363 shares · 0.0% of their software$207KFlat
• AppianAPPN5,805 shares · 0.0% of their software$206KNew · Flat
• PAR Technology CorporationPAR5,628 shares · 0.0% of their software$204KFlat
• AmplitudeAMPL16,277 shares · 0.0% of their software$188KFlat
• NextNav Inc.NN11,210 shares · 0.0% of their software$187KFlat
• PagerDutyPD13,631 shares · 0.0% of their software$179KFlat
• Alight, Inc.ALIT70,439 shares · 0.0% of their software$137KFlat
• CertaraCERT13,635 shares · 0.0% of their software$120KFlat
• PowerFleet, Inc.AIOT22,358 shares · 0.0% of their software$119KFlat
• CourseraCOUR15,255 shares · 0.0% of their software$112KFlat
• BTQ Technologies Corp.BTQ20,518 shares · 0.0% of their software$106KNew · Flat
• SprinklrCXM13,554 shares · 0.0% of their software$105KFlat
• VTEXVTEX23,751 shares · 0.0% of their software$89KFlat
• Blend Labs, Inc.BLND28,586 shares · 0.0% of their software$87KFlat
• Sabre CorporationSABR39,764 shares · 0.0% of their software$54KFlat