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+$343M$636M
• MicrosoftMSFT−$324M$2.5B
• AutodeskADSK+$277M$504M
• SynopsysSNPS−$246M$196M
• Roper Technologies, Inc.ROP−$212M$20.0M

Software held

• MicrosoftMSFT6,689,245 shares · 17.9% of their software · price −$759M$2.5B−$324M
• SalesforceCRM4,419,154 shares · 6.0% of their software · price −$346M$825M+$132M
• Palo Alto NetworksPANW4,809,361 shares · 5.6% of their software · price −$115M$770M+$83.4M
• ServiceNowNOW6,080,250 shares · 4.6% of their software · price −$296M$636M+$343M
• DynatraceDT15,809,223 shares · 4.2% of their software · price −$101M$585M+$50.3M
• IntuitINTU1,259,170 shares · 3.9% of their software · price −$290M$544M+$155M
• HubSpotHUBS2,188,191 shares · 3.9% of their software · price −$344M$534M+$101M
• AutodeskADSK2,103,376 shares · 3.6% of their software · price −$119M$504M+$277M
• PTCPTC3,505,930 shares · 3.6% of their software · price −$111M$500M+$92.2M
• CrowdStrikeCRWD1,279,378 shares · 3.6% of their software · price −$100M$499M+$172M
• SnowflakeSNOW2,600,571 shares · 2.8% of their software · price −$178M$392M+$176M
• WorkdayWDAY2,803,568 shares · 2.6% of their software · price −$238M$364M+$48.0M
• CadenceCDNS1,247,222 shares · 2.5% of their software · price −$43.3M$347M−$87.4M
• AtlassianTEAM5,031,413 shares · 2.5% of their software · price −$472M$343M+$175M
• ElasticESTC6,492,717 shares · 2.3% of their software · price −$165M$325M+$148M
• TwilioTWLO2,331,471 shares · 2.1% of their software · price −$38.3M$293M+$49.7M
• CloudflareNET1,381,985 shares · 2.1% of their software · price +$12.7M$285M+$40.7M
• VeevaVEEV1,593,795 shares · 2.0% of their software · price −$75.8M$280M+$108M
• ZscalerZS1,920,540 shares · 1.9% of their software · price −$163M$269M+$149M
• FortinetFTNT3,287,041 shares · 1.9% of their software · price +$7.6M$268M+$10.4M
• Uber Technologies, Inc.UBER3,371,542 shares · 1.8% of their software · price −$33.0M$243M+$22.4M
• SynopsysSNPS494,584 shares · 1.4% of their software · price −$36.2M$196M−$246M
• OktaOKTA2,490,681 shares · 1.4% of their software · price −$19.3M$196M+$47.6M
• ShopifySHOP1,622,681 shares · 1.4% of their software · price −$68.7M$192M+$41.6M
• OracleORCL1,171,601 shares · 1.2% of their software · price −$56.0M$172M+$27.4M
• Bentley SystemsBSY4,661,346 shares · 1.2% of their software · price −$14.2M$164M+$107M
• Rubrik, Inc.RBRK3,325,503 shares · 1.2% of their software · price −$91.5M$163M+$130M
• PalantirPLTR1,050,679 shares · 1.1% of their software · price −$33.1M$154M−$32.9M
• NutanixNTNX3,125,792 shares · 0.9% of their software · price −$42.8M$119M−$32.0M
• Check PointCHKP763,045 shares · 0.8% of their software · price −$32.6M$109M+$4.4M
• Automatic Data Processing, Inc.ADP524,025 shares · 0.8% of their software · price −$28.3M$106M−$16.7M
• Gen DigitalGEN5,272,058 shares · 0.7% of their software · price −$44.1M$99.2M+$30.3M
• CommvaultCVLT1,239,225 shares · 0.7% of their software · price −$58.8M$96.4M+$41.3M
• MongoDBMDB390,253 shares · 0.7% of their software · price −$68.3M$95.5M+$40.7M
• AdobeADBE359,796 shares · 0.6% of their software · price −$38.5M$87.5M−$91.9M
• DatadogDDOG634,338 shares · 0.5% of their software · price −$11.4M$74.9MFlat
• VaronisVRNS3,123,056 shares · 0.5% of their software · price −$35.4M$67.0M+$31.0M
• CoStarCSGP1,372,159 shares · 0.4% of their software · price −$36.9M$55.4M+$21.3M
• AppLovinAPP105,362 shares · 0.3% of their software · price −$29.1M$41.9M−$2.1M
• TrimbleTRMB582,360 shares · 0.3% of their software · price −$7.6M$38.0M+$7.4M
• BroadridgeBR164,722 shares · 0.2% of their software · price −$10.0M$26.8M+$22.1M
• Fair IsaacFICO22,277 shares · 0.2% of their software · price −$13.9M$23.8M−$59.5M
• Roper Technologies, Inc.ROP56,603 shares · 0.1% of their software · price −$5.2M$20.0M−$212M
• Fiserv, Inc.FISV300,691 shares · 0.1% of their software · price −$3.4M$16.8M−$11.5M
• Paychex, Inc.PAYX177,800 shares · 0.1% of their software · price −$3.6M$16.4M−$1.5M
• Block, Inc.XYZ230,082 shares · 0.1% of their software · price −$1.1M$13.8M−$3.0M
• Strategy IncMSTR100,490 shares · 0.1% of their software · price −$2.7M$12.5M−$889K
• VeriskVRSK61,483 shares · 0.1% of their software · price −$2.1M$11.7MFlat
• NetApp, Inc.NTAP111,323 shares · 0.1% of their software · price −$523K$11.4M−$1.1M
• VeriSign, Inc.VRSN44,730 shares · 0.1% of their software$11.1M−$15.7M
• Five9FIVN609,303 shares · 0.1% of their software · price −$3.0M$9.2M−$108M
• The Trade DeskTTD371,985 shares · 0.1% of their software · price −$5.7M$8.4M+$3.2M
• ZoomZM99,976 shares · 0.1% of their software · price −$590K$8.0MFlat
• Corpay, Inc.CPAY27,373 shares · 0.1% of their software$8.0M−$2.7M
• SS&CSSNC113,785 shares · 0.1% of their software · price −$2.3M$7.7M−$965K
• Chime Financial, Inc.CHYM397,240 shares · 0.1% of their software · price −$2.6M$7.4M+$3.7M
• F5, Inc.FFIV25,632 shares · 0.1% of their software · price +$873K$7.4M−$7.0M
• OpenTextOTEX305,919 shares · 0.0% of their software · price −$3.2M$6.8M−$1.5M
• CoreWeave, Inc.CRWV86,476 shares · 0.0% of their software · price +$507K$6.7M+$1.7M
• Grab Holdings LimitedGRAB1,792,336 shares · 0.0% of their software · price −$2.4M$6.5MFlat
• Tyler TechnologiesTYL18,569 shares · 0.0% of their software · price −$2.1M$6.4M−$649K
• InterDigital, Inc.IDCC19,579 shares · 0.0% of their software$5.9M+$1.7M
• GoDaddyGDDY67,967 shares · 0.0% of their software · price −$2.8M$5.6M−$3.0M
• ToastTOST178,567 shares · 0.0% of their software · price −$1.6M$4.7MFlat
• Full Truck Alliance Co. Ltd.YMM560,014 shares · 0.0% of their software · price −$1.4M$4.6MFlat
• SamsaraIOT131,318 shares · 0.0% of their software$4.2MFlat
• AkamaiAKAM32,869 shares · 0.0% of their software · price +$907K$3.8MFlat
• Joint Stock Company Kaspi.kzKSPI44,343 shares · 0.0% of their software$3.3MFlat
• DescartesDSGX42,362 shares · 0.0% of their software · price −$682K$3.0MFlat
• StoneCo Ltd.STNE196,715 shares · 0.0% of their software$2.8MFlat
• GuidewireGWRE13,290 shares · 0.0% of their software · price −$684K$2.0MFlat
• FactSetFDS8,406 shares · 0.0% of their software · price −$615K$1.8MFlat
• DocuSignDOCU34,127 shares · 0.0% of their software · price −$716K$1.6M−$5.2M
• Remitly Global, Inc.RELY97,733 shares · 0.0% of their software$1.5MFlat
• monday.comMNDY18,766 shares · 0.0% of their software · price −$1.5M$1.3MFlat
• Manhattan AssociatesMANH9,574 shares · 0.0% of their software$1.3MFlat
• UnityU51,294 shares · 0.0% of their software · price −$1.1M$1.1MFlat
• PagSeguro Digital Ltd.PAGS109,800 shares · 0.0% of their software$1.1MFlat
• ProcorePCOR18,849 shares · 0.0% of their software$1.1MFlat
• Clearwater AnalyticsCWAN45,427 shares · 0.0% of their software$1.1M—
• DigitalOceanDOCN11,653 shares · 0.0% of their software$1,000KFlat
• PaycomPAYC8,070 shares · 0.0% of their software$981K−$2.4M
• WixWIX10,088 shares · 0.0% of their software$909K−$3.9M
• Global-EGLBE28,002 shares · 0.0% of their software$864KFlat
• Lyft, Inc.LYFT61,646 shares · 0.0% of their software$820KFlat
• PaylocityPCTY7,458 shares · 0.0% of their software$806K−$29.1M
• WEX Inc.WEX5,024 shares · 0.0% of their software$769K−$724K
• JFrogFROG16,060 shares · 0.0% of their software$754KFlat
• UiPathPATH63,274 shares · 0.0% of their software$702KFlat
• MorningstarMORN4,119 shares · 0.0% of their software$696KFlat
• DropboxDBX30,226 shares · 0.0% of their software$687K−$2.6M
• ACI WorldwideACIW16,488 shares · 0.0% of their software$676KFlat
• FastlyFSLY23,214 shares · 0.0% of their software$675KFlat
• PegasystemsPEGA15,753 shares · 0.0% of their software$670KFlat
• SentinelOneS49,382 shares · 0.0% of their software$636KFlat
• Core Scientific, Inc.CORZ41,639 shares · 0.0% of their software$623KFlat
• Clear Secure, Inc.YOU12,744 shares · 0.0% of their software$617KFlat
• BoxBOX24,264 shares · 0.0% of their software$574KFlat
• BILLBILL14,957 shares · 0.0% of their software$573KFlat
• AppFolioAPPF3,613 shares · 0.0% of their software$570KFlat
• ServiceTitanTTAN8,608 shares · 0.0% of their software$546K+$540K
• DuolingoDUOL5,521 shares · 0.0% of their software$544KFlat
• Life360, Inc.LIF13,126 shares · 0.0% of their software$536KFlat
• QualysQLYS5,828 shares · 0.0% of their software$512KFlat
• CCC Intelligent Solutions Holdings Inc.CCC83,807 shares · 0.0% of their software$503KFlat
• Q2QTWO10,535 shares · 0.0% of their software$498KFlat
• Calix, Inc.CALX10,051 shares · 0.0% of their software$492KFlat
• GitLabGTLB22,152 shares · 0.0% of their software$479K−$61.8M
• NCR Atleos CorporationNATL10,764 shares · 0.0% of their software$469KFlat
• Adeia Inc.ADEA18,894 shares · 0.0% of their software$454KFlat
• DoximityDOCS19,224 shares · 0.0% of their software$448KFlat
• WorkivaWK7,494 shares · 0.0% of their software$447KFlat
• RingCentralRNG11,883 shares · 0.0% of their software$442KFlat
• Shift4 Payments, Inc.FOUR9,989 shares · 0.0% of their software$437KFlat
• Euronet Worldwide, Inc.EEFT6,528 shares · 0.0% of their software$433KFlat
• Zeta GlobalZETA26,860 shares · 0.0% of their software$428KFlat
• SoundHound AI, Inc.SOUN62,013 shares · 0.0% of their software$426KFlat
• WaystarWAY17,487 shares · 0.0% of their software$422KFlat
• KlaviyoKVYO21,547 shares · 0.0% of their software$419KFlat
• NetScout Systems, Inc.NTCT12,355 shares · 0.0% of their software$393KFlat
• AvePointAVPT41,282 shares · 0.0% of their software$393K−$862K
• TeradataTDC14,990 shares · 0.0% of their software$384KFlat
• BlackBerry LimitedBB118,000 shares · 0.0% of their software$381KFlat
• TenableTENB21,994 shares · 0.0% of their software$372KFlat
• ePlus inc.PLUS4,659 shares · 0.0% of their software$351KFlat
• SPS CommerceSPSC6,080 shares · 0.0% of their software$338KFlat
• Agilysys, Inc.AGYS4,697 shares · 0.0% of their software$334KFlat
• Tuya Inc.TUYA140,183 shares · 0.0% of their software$324KFlat
• BlackLineBL8,651 shares · 0.0% of their software$320KFlat
• LiveRamp Holdings, Inc.RAMP11,854 shares · 0.0% of their software$314KFlat
• MagniteMGNI25,755 shares · 0.0% of their software$306KFlat
• BrazeBRZE12,926 shares · 0.0% of their software$305KFlat
• EVERTEC, Inc.EVTC10,614 shares · 0.0% of their software$300KFlat
• Dave Inc.DAVE1,679 shares · 0.0% of their software$292K−$922K
• Alarm.com Holdings, Inc.ALRM6,492 shares · 0.0% of their software$280KFlat
• ZoomInfoZI44,184 shares · 0.0% of their software$264K—
• Payoneer Global Inc.PAYO52,557 shares · 0.0% of their software$254KFlat
• Cellebrite DI Ltd.CLBT18,172 shares · 0.0% of their software$250KFlat
• Intapp, Inc.INTA9,687 shares · 0.0% of their software$249KFlat
• Bitdeer Technologies GroupBTDR27,837 shares · 0.0% of their software$241KFlat
• A10 Networks, Inc.ATEN10,290 shares · 0.0% of their software$238KNew · Flat
• LightspeedLSPD26,557 shares · 0.0% of their software$237KFlat
• FreshworksFRSH29,085 shares · 0.0% of their software$234KFlat
• BlackbaudBLKB5,667 shares · 0.0% of their software$219KFlat
• nCinoNCNO14,380 shares · 0.0% of their software$215KFlat
• FlywireFLYW17,953 shares · 0.0% of their software$209KFlat
• PaymentusPAY8,227 shares · 0.0% of their software$209K−$777K
• AlkamiALKT13,322 shares · 0.0% of their software$209KFlat
• GigaCloud Technology Inc.GCT4,474 shares · 0.0% of their software$203KNew · Flat
• DoubleVerifyDV20,721 shares · 0.0% of their software$197KFlat
• NextNav Inc.NN11,213 shares · 0.0% of their software$180KFlat
• C3.aiAI20,594 shares · 0.0% of their software$173KFlat
• VertexVERX12,994 shares · 0.0% of their software$154KFlat
• SchrödingerSDGR11,583 shares · 0.0% of their software$132KNew · Flat
• CourseraCOUR22,318 shares · 0.0% of their software$130KFlat
• PagerDutyPD18,005 shares · 0.0% of their software$112KFlat
• AmplitudeAMPL16,277 shares · 0.0% of their software$111KFlat
• CertaraCERT19,356 shares · 0.0% of their software$110KFlat
• AsanaASAN16,323 shares · 0.0% of their software$104KFlat
• VTEXVTEX23,751 shares · 0.0% of their software$95KFlat
• PhreesiaPHR10,418 shares · 0.0% of their software$87KNew · Flat
• SprinklrCXM13,554 shares · 0.0% of their software$81KFlat
• PowerFleet, Inc.AIOT22,358 shares · 0.0% of their software$69KFlat
• YextYEXT15,334 shares · 0.0% of their software$59KNew · Flat
• BTQ Technologies Corp.BTQ20,518 shares · 0.0% of their software$54KFlat
• Blend Labs, Inc.BLND28,586 shares · 0.0% of their software$49KFlat
• Alight, Inc.ALIT70,439 shares · 0.0% of their software$41KFlat