Westfield Capital Management CO

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.

• RingCentralRNG+$50.3M$37.6M
• LightspeedLSPD+$49.3M$56.8M
• WEX Inc.WEX−$36.7M$49.4M
• FortinetFTNT+$34.9M$165M
• FlywireFLYW+$23.3M$27.8M

Software held

• MicrosoftMSFT1,701,379 shares · 19.9% of their software · price +$18.7M$480MFlat
• ServiceNowNOW339,992 shares · 8.8% of their software · price +$24.7M$212M+$3.9M
• SalesforceCRM756,707 shares · 8.5% of their software · price +$20.4M$205MFlat
• HubSpotHUBS278,533 shares · 7.8% of their software · price +$26.0M$188M+$10.4M
• FortinetFTNT566,040 shares · 6.9% of their software · price +$30.5M$165M+$34.9M
• WorkdayWDAY633,738 shares · 6.6% of their software · price +$7.1M$158MFlat
• NICENICE475,333 shares · 5.6% of their software · price +$17.4M$135M−$3.3M
• IntuitINTU197,773 shares · 4.4% of their software · price +$9.8M$107M−$12.8M
• Palo Alto NetworksPANW201,365 shares · 4.0% of their software · price +$21.7M$96.5M−$6.1M
• PaylocityPCTY322,942 shares · 3.8% of their software · price +$28.9M$90.6M+$1.8M
• TwilioTWLO233,281 shares · 3.1% of their software · price −$17.5M$74.4M−$5.9M
• F5, Inc.FFIV332,669 shares · 2.7% of their software · price +$4.0M$66.1M+$1.5M
• NutanixNTNX1,718,666 shares · 2.7% of their software · price −$894K$64.8M−$6.3M
• LightspeedLSPD589,122 shares · 2.4% of their software · price +$7.6M$56.8MNew · +$49.3M
• PegasystemsPEGA443,730 shares · 2.3% of their software · price −$5.4M$56.4M+$10.1M
• Lyft, Inc.LYFT1,013,124 shares · 2.3% of their software · price −$7.0M$54.3M+$1.4M
• WEX Inc.WEX280,272 shares · 2.1% of their software · price −$5.0M$49.4M−$36.7M
• RingCentralRNG172,955 shares · 1.6% of their software · price −$12.6M$37.6MNew · +$50.3M
• Shift4 Payments, Inc.FOUR441,940 shares · 1.4% of their software · price −$7.2M$34.3M+$1.5M
• FlywireFLYW634,179 shares · 1.2% of their software · price +$4.5M$27.8MNew · +$23.3M
• BlackLineBL225,388 shares · 1.1% of their software · price +$1.5M$26.6M+$942K
• Cognyte Software Ltd.CGNT496,695 shares · 0.4% of their software · price −$2.0M$10.2M−$16.2M
• CoStarCSGP74,500 shares · 0.3% of their software$6.4MFlat
• Fair IsaacFICO14,331 shares · 0.2% of their software · price −$1.5M$5.7MFlat