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.

• MicrosoftMSFT+$68.0M$586M
• ProcorePCOR+$56.9M$60.3M
• CoStarCSGP+$56.2M$122M
• monday.comMNDY+$49.8M$58.7M
• F5, Inc.FFIV−$29.7M$101M

Software held

• MicrosoftMSFT1,557,889 shares · 19.5% of their software · price +$93.9M$586M+$68.0M
• ServiceNowNOW296,250 shares · 7.0% of their software · price +$43.7M$209M−$4.1M
• SalesforceCRM608,116 shares · 5.3% of their software · price +$36.7M$160M+$7.7M
• CoStarCSGP1,398,896 shares · 4.1% of their software · price +$14.7M$122M+$56.2M
• NICENICE579,249 shares · 3.8% of their software · price +$17.1M$116M+$11.6M
• HubSpotHUBS192,010 shares · 3.7% of their software · price +$16.9M$111MFlat
• Uber Technologies, Inc.UBER1,776,923 shares · 3.6% of their software · price +$27.7M$109M+$9.2M
• DynatraceDT1,947,452 shares · 3.5% of their software · price +$15.5M$107M+$8.8M
• CadenceCDNS383,196 shares · 3.5% of their software · price +$14.6M$104M−$1.5M
• WorkdayWDAY376,037 shares · 3.5% of their software · price +$23.0M$104M−$1.6M
• FlywireFLYW4,386,731 shares · 3.4% of their software · price −$38.3M$102M+$27.8M
• F5, Inc.FFIV563,971 shares · 3.4% of their software · price +$10.1M$101M−$29.7M
• Fair IsaacFICO79,063 shares · 3.1% of their software · price +$23.4M$92.0M−$5.7M
• ZscalerZS412,063 shares · 3.0% of their software · price +$27.2M$91.3M+$10.3M
• PTCPTC487,544 shares · 2.8% of their software · price +$16.2M$85.3M+$10.9M
• PaylocityPCTY483,015 shares · 2.7% of their software · price −$8.1M$79.6M+$1.9M
• TenableTENB1,704,735 shares · 2.6% of their software · price +$2.1M$78.5M−$22.0M
• Palo Alto NetworksPANW229,369 shares · 2.3% of their software · price +$13.9M$67.6M−$13.7M
• SamsaraIOT1,985,589 shares · 2.2% of their software · price +$16.2M$66.3M+$9.4M
• SentinelOneS2,325,714 shares · 2.1% of their software · price +$24.6M$63.8M+$7.4M
• DatadogDDOG511,031 shares · 2.1% of their software · price +$15.5M$62.0M+$1.6M
• ProcorePCOR871,057 shares · 2.0% of their software · price +$3.4M$60.3MNew · +$56.9M
• MongoDBMDB147,377 shares · 2.0% of their software · price +$9.3M$60.3M+$1.4M
• monday.comMNDY312,490 shares · 2.0% of their software · price +$8.9M$58.7MNew · +$49.8M
• Shift4 Payments, Inc.FOUR771,545 shares · 1.9% of their software · price +$14.6M$57.4M+$4.3M
• OktaOKTA493,029 shares · 1.5% of their software · price +$4.4M$44.6M−$16.1M
• WEX Inc.WEX228,078 shares · 1.5% of their software · price +$1.5M$44.4M+$6.9M
• CCC Intelligent Solutions Holdings Inc.CCC2,711,038 shares · 1.0% of their software · price −$5.3M$30.9M+$27.5M
• Calix, Inc.CALX681,620 shares · 1.0% of their software · price −$1.5M$29.8MFlat
• IntuitINTU1,410 shares · 0.0% of their software$881KFlat