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.

• FortinetFTNT+$920M$191M
• SnowflakeSNOW+$76.8M$54.2M
• IntuitINTU−$66.7M$543K
• BrazeBRZE+$34.3M$30.0M
• BILLBILL+$31.9M$32.8M

Software held

• MicrosoftMSFT1,403,394 shares · 19.9% of their software · price −$72.2M$360M−$16.8M
• FortinetFTNT3,378,515 shares · 10.6% of their software · price −$963M$191M+$920M
• ServiceNowNOW310,621 shares · 8.2% of their software · price −$25.3M$148M−$4.0M
• NICENICE511,229 shares · 5.4% of their software · price −$13.6M$98.4M+$9.9M
• HubSpotHUBS318,839 shares · 5.3% of their software · price −$55.6M$95.9M+$17.1M
• SalesforceCRM574,994 shares · 5.2% of their software · price −$27.2M$94.9M−$12.7M
• Palo Alto NetworksPANW175,621 shares · 4.8% of their software · price −$22.6M$86.7M−$20.4M
• MongoDBMDB307,069 shares · 4.4% of their software · price −$56.5M$79.7M+$13.4M
• WorkdayWDAY514,242 shares · 4.0% of their software · price −$51.4M$71.8M−$22.1M
• ZoomInfoZI2,018,123 shares · 3.7% of their software$67.1M—
• PaylocityPCTY347,125 shares · 3.3% of their software · price −$10.9M$60.5M+$13.6M
• SnowflakeSNOW389,505 shares · 3.0% of their software · price −$35.1M$54.2M+$76.8M
• NetApp, Inc.NTAP687,502 shares · 2.5% of their software · price −$12.2M$44.9M−$9.2M
• TenableTENB955,876 shares · 2.4% of their software · price −$11.8M$43.4M+$11.1M
• ZscalerZS285,162 shares · 2.4% of their software · price −$26.2M$42.6M+$10.9M
• F5, Inc.FFIV269,559 shares · 2.3% of their software · price −$15.1M$41.3M+$4.3M
• LightspeedLSPD1,588,445 shares · 2.0% of their software · price −$13.0M$35.4M−$18.1M
• BILLBILL298,371 shares · 1.8% of their software · price −$34.9M$32.8M+$31.9M
• BrazeBRZE826,833 shares · 1.7% of their software · price −$4.3M$30.0MNew · +$34.3M
• SamsaraIOT2,594,520 shares · 1.6% of their software · price −$12.6M$29.0M+$13.4M
• Shift4 Payments, Inc.FOUR841,065 shares · 1.5% of their software · price −$24.3M$27.8M+$13.0M
• BlackLineBL389,785 shares · 1.4% of their software · price −$2.6M$26.0M+$8.2M
• FlywireFLYW1,420,500 shares · 1.4% of their software · price −$18.4M$25.0M+$19.1M
• Repay Holdings CorporationRPAY1,519,358 shares · 1.1% of their software · price −$2.9M$19.5MFlat
• CoStarCSGP74,500 shares · 0.2% of their software$4.5MFlat
• IntuitINTU1,410 shares · 0.0% of their software$543K−$66.7M