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.

• NetApp, Inc.NTAP+$52.1M$53.4M
• WEX Inc.WEX−$48.8M$418K
• WorkivaWK+$34.5M$32.0M
• MongoDBMDB+$33.4M$37.5M
• MicrosoftMSFT−$32.2M$534M

Software held

• MicrosoftMSFT1,587,308 shares · 21.2% of their software · price +$86.3M$534M−$32.2M
• FortinetFTNT640,847 shares · 9.1% of their software · price +$43.2M$230M+$21.8M
• ServiceNowNOW324,893 shares · 8.4% of their software · price +$8.7M$211M−$9.4M
• SalesforceCRM722,360 shares · 7.3% of their software · price −$12.3M$184M−$9.3M
• WorkdayWDAY627,652 shares · 6.8% of their software · price +$14.6M$171MFlat
• HubSpotHUBS255,805 shares · 6.7% of their software · price −$4.3M$169M−$15.4M
• NICENICE459,992 shares · 5.5% of their software · price +$9.0M$140M−$4.4M
• IntuitINTU188,030 shares · 4.8% of their software · price +$19.5M$121M−$5.3M
• Palo Alto NetworksPANW195,415 shares · 4.3% of their software · price +$15.2M$109M−$2.9M
• F5, Inc.FFIV262,482 shares · 2.5% of their software · price +$12.1M$64.2M−$14.0M
• PaylocityPCTY237,777 shares · 2.2% of their software · price −$10.5M$56.2M−$23.9M
• TwilioTWLO205,646 shares · 2.1% of their software · price −$11.5M$54.2M−$8.8M
• NetApp, Inc.NTAP580,853 shares · 2.1% of their software · price +$1.3M$53.4MNew · +$52.1M
• NutanixNTNX1,670,585 shares · 2.1% of their software · price −$9.8M$53.2M−$1.8M
• ZoomInfoZI746,075 shares · 1.9% of their software$47.9MNew
• PegasystemsPEGA392,250 shares · 1.7% of their software · price −$6.0M$43.9M−$6.5M
• Lyft, Inc.LYFT893,423 shares · 1.5% of their software · price −$9.7M$38.2M−$6.4M
• MongoDBMDB70,933 shares · 1.5% of their software · price +$4.1M$37.5MNew · +$33.4M
• WorkivaWK244,888 shares · 1.3% of their software · price −$2.6M$32.0MNew · +$34.5M
• LightspeedLSPD745,934 shares · 1.2% of their software · price −$41.8M$30.2M+$15.1M
• Shift4 Payments, Inc.FOUR424,138 shares · 1.0% of their software · price −$8.3M$24.6M−$1.4M
• BILLBILL96,340 shares · 1.0% of their software · price −$1.7M$24.0MNew · +$25.7M
• FlywireFLYW616,562 shares · 0.9% of their software · price −$3.6M$23.5M−$772K
• BlackLineBL219,248 shares · 0.9% of their software · price −$3.2M$22.7M−$725K
• SamsaraIOT729,686 shares · 0.8% of their software$20.5MNew · +$20.5M
• Five9FIVN136,143 shares · 0.7% of their software · price −$3.1M$18.7MNew · +$21.7M
• CoStarCSGP74,500 shares · 0.2% of their software · price −$524K$5.9MFlat
• Fair IsaacFICO7,426 shares · 0.1% of their software$3.2M−$2.7M
• WEX Inc.WEX2,980 shares · 0.0% of their software$418K−$48.8M