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.

• MongoDBMDB+$171M$129M
• Check PointCHKP+$110M$197M
• F5, Inc.FFIV−$68.2M$3.9M
• BrazeBRZE+$63.4M$54.6M
• SalesforceCRM+$62.1M$210M

Software held

• MicrosoftMSFT1,832,611 shares · 20.5% of their software · price −$84.5M$688M−$16.9M
• ServiceNowNOW320,284 shares · 7.6% of their software · price −$84.5M$255M+$5.6M
• SalesforceCRM782,929 shares · 6.3% of their software · price −$51.6M$210M+$62.1M
• Check PointCHKP864,717 shares · 5.9% of their software · price +$35.6M$197M+$110M
• monday.comMNDY665,164 shares · 4.8% of their software · price +$5.1M$162M−$7.7M
• PalantirPLTR1,898,437 shares · 4.8% of their software · price +$16.6M$160MFlat
• AtlassianTEAM736,388 shares · 4.7% of their software · price −$23.0M$156M+$24.0M
• DynatraceDT2,910,553 shares · 4.1% of their software · price −$21.0M$137M+$3.4M
• SamsaraIOT3,523,390 shares · 4.0% of their software · price −$18.9M$135M−$3.5M
• MongoDBMDB733,787 shares · 3.8% of their software · price −$42.1M$129MNew · +$171M
• ProcorePCOR1,879,226 shares · 3.7% of their software · price −$16.7M$124M+$9.4M
• OracleORCL698,726 shares · 2.9% of their software · price −$18.7M$97.7M−$22.1M
• Shift4 Payments, Inc.FOUR1,186,149 shares · 2.9% of their software · price −$26.2M$96.9M−$37.9M
• HubSpotHUBS166,657 shares · 2.8% of their software · price −$20.9M$95.2MFlat
• Fair IsaacFICO48,827 shares · 2.7% of their software · price −$7.2M$90.0M+$12.3M
• TwilioTWLO818,964 shares · 2.4% of their software · price −$8.3M$80.2M+$10.5M
• AppLovinAPP297,188 shares · 2.3% of their software · price −$17.5M$78.7M−$16.4M
• DescartesDSGX652,431 shares · 2.0% of their software · price −$8.3M$65.8M+$6.5M
• DatadogDDOG640,549 shares · 1.9% of their software · price −$28.0M$63.5M+$10.6M
• OktaOKTA578,946 shares · 1.8% of their software · price +$15.3M$60.9M−$17.6M
• SentinelOneS3,286,406 shares · 1.8% of their software · price −$13.2M$59.7MFlat
• WixWIX364,332 shares · 1.8% of their software · price −$18.6M$59.5M+$23.8M
• BrazeBRZE1,514,513 shares · 1.6% of their software · price −$8.8M$54.6MNew · +$63.4M
• The Trade DeskTTD712,098 shares · 1.2% of their software · price −$44.7M$39.0M−$982K
• CrowdStrikeCRWD105,130 shares · 1.1% of their software · price +$1.1M$37.1M−$9.5M
• ToastTOST229,968 shares · 0.2% of their software · price −$754K$7.6MNew · +$8.4M
• CoStarCSGP75,081 shares · 0.2% of their software · price +$574K$5.9MFlat
• F5, Inc.FFIV14,770 shares · 0.1% of their software$3.9M−$68.2M
• PaylocityPCTY18,840 shares · 0.1% of their software$3.5MFlat
• IntuitINTU1,410 shares · 0.0% of their software$866KFlat
• Fiserv, Inc.FISV1,650 shares · 0.0% of their software$364KNew · Flat
• LightspeedLSPD21,665 shares · 0.0% of their software$190K−$56.4M