Generalist · Boston, MA
Westfield Capital Management CO
Q1 2020 · compared with Q4 2019
Filed as Westfield Capital Management CO LP
- Software
- $1.5B
- Weight of 13F
- 13.5%
- Names
- 23
- Net bought
- +$182M
Filed 14 May 2020 · SEC filing.
216 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 202623 names$2.9B+$95.5M
- Q1 202625 names$2.4B−$51.5M
- Q4 202528 names$3.1B+$1.2B
- Q3 202530 names$3.3B−$113M
- Q2 202535 names$3.5B−$447M
- Q1 202532 names$3.4B−$149M
- Q4 202433 names$4.0B−$236M
- Q3 202432 names$3.8B−$165M
- Q2 202434 names$3.7B+$530M
- Q1 202434 names$3.4B+$81.4M
- Q4 202330 names$3.0B+$89.9M
- Q3 202334 names$2.5B−$139M
- Q2 202329 names$2.7B+$181M
- Q1 202327 names$2.3B−$143M
- Q4 202229 names$2.0B+$220M
- Q3 202228 names$1.9B+$173M
- Q2 202226 names$1.8B+$914M
- Q1 202228 names$2.4B+$259M
- Q4 202129 names$2.5B−$18.9M
- Q3 202124 names$2.4B+$62.8M
- Q2 202122 names$2.2B−$98.3M
- Q1 202125 names$2.1B−$112M
- Q4 202023 names$2.2B−$171M
- Q3 202023 names$2.1B−$147M
- Q2 202020 names$2.0B−$59.7M
- Q1 202023 names$1.5B+$182M
- Q4 201919 names$1.6B−$70.2M
- Q3 201919 names$1.5B−$68.2M
- Q2 201920 names$1.5B−$38.0M
- Q1 201923 names$1.5B−$7.7M
- Q4 201821 names$1.2B+$53.8M
- Q3 201817 names$1.4B−$24.7M
- Q2 201816 names$1.2B−$37.3M
- Q1 201815 names$1.1B−$9.6M
- Q4 201712 names$982M−$71.6M
- Q3 201714 names$950M+$65.9M
- Q2 201715 names$827M−$78.2M
- Q1 201712 names$832M−$165M
- Q4 201612 names$896M−$50.7M
- Q3 201610 names$1.0B−$11.9M
- Q2 201612 names$911M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT2,251,704 shares · 23.1% of their software$355M+$45.3M
- ServiceNowNOW757,574 shares · 14.1% of their software · price +$3.2M$217M−$10.0M
- SalesforceCRM1,153,424 shares · 10.8% of their software · price −$21.5M$166M+$4.6M
- FortinetFTNT1,159,712 shares · 7.6% of their software · price −$6.5M$117M+$11.8M
- NICENICE561,291 shares · 5.2% of their software · price −$6.5M$80.6M−$4.4M
- Fiserv, Inc.FISV705,628 shares · 4.4% of their software · price −$14.6M$67.0M+$18.8M
- WorkdayWDAY482,538 shares · 4.1% of their software · price −$16.5M$62.8M+$18.8M
- TwilioTWLO701,300 shares · 4.1% of their software · price −$6.2M$62.8M+$18.6M
- CoStarCSGP104,934 shares · 4.0% of their software · price −$1.2M$61.6M+$32.8M
- SS&CSSNC1,355,088 shares · 3.9% of their software · price −$23.8M$59.4M+$36.7M
- Fair IsaacFICO174,502 shares · 3.5% of their software · price −$11.7M$53.7M−$10.7M
- HubSpotHUBS307,193 shares · 2.7% of their software · price −$7.8M$40.9M−$703K
- 8x8EGHT2,685,919 shares · 2.4% of their software$37.2M—
- WEX Inc.WEX346,852 shares · 2.4% of their software · price −$36.4M$36.3M+$5.1M
- GuidewireGWRE314,127 shares · 1.6% of their software · price −$9.6M$24.9M−$807K
- Block, Inc.XYZ440,172 shares · 1.5% of their software · price −$4.5M$23.1MNew · +$27.5M
- CadenceCDNS241,780 shares · 1.0% of their software · price −$803K$16.0MNew · +$16.8M
- ACI WorldwideACIW597,192 shares · 0.9% of their software · price −$8.2M$14.4M+$3.3M
- NutanixNTNX911,971 shares · 0.9% of their software · price −$14.1M$14.4MNew · +$28.5M
- PaylocityPCTY156,123 shares · 0.9% of their software · price −$5.1M$13.8M+$851K
- Repay Holdings CorporationRPAY714,795 shares · 0.7% of their software$10.3M−$505K
- Cerence Inc.CRNC168,641 shares · 0.2% of their software · price −$1.2M$2.6MNew · +$3.8M
- DocuSignDOCU5,430 shares · 0.0% of their software$502KNew · Flat