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.

• AtlassianTEAM+$152M$92.8M
• SnowflakeSNOW−$42.7M$517K
• RingCentralRNG+$38.9M$34.5M
• FortinetFTNT−$36.0M$145M
• MicrosoftMSFT+$32.5M$367M

Software held

• MicrosoftMSFT1,528,263 shares · 18.7% of their software · price +$10.6M$367M+$32.5M
• FortinetFTNT2,958,232 shares · 7.4% of their software · price −$710K$145M−$36.0M
• ServiceNowNOW327,932 shares · 6.5% of their software · price +$3.5M$127M+$6.3M
• HubSpotHUBS412,955 shares · 6.1% of their software · price +$7.9M$119M+$25.8M
• MongoDBMDB585,886 shares · 5.9% of their software · price −$1.0M$115M+$32.1M
• AtlassianTEAM721,555 shares · 4.7% of their software · price −$59.1M$92.8MNew · +$152M
• WorkdayWDAY505,456 shares · 4.3% of their software · price +$7.6M$84.6M−$884K
• NICENICE422,969 shares · 4.1% of their software · price +$1.7M$81.3M−$21.6M
• Palo Alto NetworksPANW543,108 shares · 3.9% of their software · price −$13.2M$75.8M+$1.3M
• SalesforceCRM564,865 shares · 3.8% of their software · price −$6.4M$74.9MFlat
• TenableTENB1,790,709 shares · 3.5% of their software · price +$6.0M$68.3M+$17.5M
• F5, Inc.FFIV429,809 shares · 3.1% of their software · price −$524K$61.7M+$22.6M
• CoStarCSGP768,057 shares · 3.0% of their software · price +$5.9M$59.4M+$1.4M
• NetApp, Inc.NTAP918,149 shares · 2.8% of their software · price −$1.6M$55.1M+$6.6M
• OktaOKTA786,184 shares · 2.7% of their software · price +$9.0M$53.7M+$3.3M
• PaylocityPCTY259,527 shares · 2.6% of their software · price −$12.3M$50.4M−$6.8M
• Shift4 Payments, Inc.FOUR863,031 shares · 2.5% of their software · price +$9.8M$48.3M+$1.5M
• ProcorePCOR872,497 shares · 2.1% of their software · price −$2.0M$41.2MFlat
• FlywireFLYW1,456,915 shares · 1.8% of their software · price +$2.2M$35.7M+$937K
• RingCentralRNG974,224 shares · 1.8% of their software · price −$4.4M$34.5MNew · +$38.9M
• SamsaraIOT2,551,001 shares · 1.6% of their software · price +$918K$31.7MFlat
• ZscalerZS270,876 shares · 1.5% of their software · price −$14.2M$30.3M−$19.8M
• BILLBILL276,997 shares · 1.5% of their software · price −$6.5M$30.2M+$3.9M
• DynatraceDT757,424 shares · 1.5% of their software · price +$2.6M$29.0MNew · +$26.4M
• LightspeedLSPD1,653,888 shares · 1.2% of their software · price −$5.4M$23.7MFlat
• OracleORCL220,165 shares · 0.9% of their software · price +$4.6M$18.0MNew · +$13.4M
• WEX Inc.WEX56,061 shares · 0.5% of their software · price +$2.1M$9.2MNew · +$7.1M
• IntuitINTU1,410 shares · 0.0% of their software$549KFlat
• SnowflakeSNOW3,602 shares · 0.0% of their software$517K−$42.7M