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.

• PalantirPLTR−$160M$958K
• AtlassianTEAM−$113M$41.8M
• AppLovinAPP−$78.4M$450K
• MongoDBMDB−$71.7M$68.3M
• SnowflakeSNOW+$54.6M$83.6M

Software held

• MicrosoftMSFT1,757,424 shares · 25.1% of their software · price +$214M$874M−$28.2M
• ServiceNowNOW298,276 shares · 8.8% of their software · price +$69.2M$307M−$17.5M
• monday.comMNDY646,320 shares · 5.8% of their software · price +$46.1M$203M−$4.6M
• SalesforceCRM647,474 shares · 5.1% of their software · price +$2.8M$177M−$36.4M
• DynatraceDT2,951,726 shares · 4.7% of their software · price +$23.8M$163M+$1.9M
• Check PointCHKP678,958 shares · 4.3% of their software · price −$4.5M$150M−$42.3M
• OracleORCL678,940 shares · 4.3% of their software · price +$53.5M$148M−$2.8M
• SamsaraIOT3,549,106 shares · 4.1% of their software · price +$5.1M$141MFlat
• ProcorePCOR1,504,787 shares · 3.0% of their software · price +$3.6M$103M−$24.7M
• TwilioTWLO806,789 shares · 2.9% of their software · price +$21.3M$100M−$1.2M
• CloudflareNET448,696 shares · 2.5% of their software · price +$37.3M$87.9MNew · +$50.6M
• SnowflakeSNOW373,623 shares · 2.4% of their software · price +$29.0M$83.6MNew · +$54.6M
• Fair IsaacFICO42,304 shares · 2.2% of their software · price −$685K$77.3M−$12.0M
• ToastTOST1,602,654 shares · 2.0% of their software · price +$17.8M$71.0M+$45.5M
• HubSpotHUBS125,407 shares · 2.0% of their software · price −$1.8M$69.8M−$23.6M
• MongoDBMDB325,233 shares · 2.0% of their software · price +$11.2M$68.3M−$71.7M
• Shift4 Payments, Inc.FOUR676,228 shares · 1.9% of their software · price +$11.8M$67.0M−$41.7M
• DescartesDSGX649,631 shares · 1.9% of their software · price +$533K$66.0MFlat
• VeevaVEEV226,569 shares · 1.9% of their software · price +$12.8M$65.2MNew · +$52.5M
• WixWIX385,952 shares · 1.8% of their software · price −$1.9M$61.2M+$3.5M
• CommvaultCVLT333,753 shares · 1.7% of their software · price +$5.5M$58.2MNew · +$52.7M
• OktaOKTA570,323 shares · 1.6% of their software · price −$3.0M$57.0M−$907K
• SynopsysSNPS108,571 shares · 1.6% of their software · price +$9.1M$55.7MNew · +$46.6M
• BrazeBRZE1,600,304 shares · 1.3% of their software · price −$12.8M$45.0M+$3.1M
• AtlassianTEAM205,968 shares · 1.2% of their software · price −$1.9M$41.8M−$113M
• Intapp, Inc.INTA748,884 shares · 1.1% of their software · price −$5.1M$38.7MNew · +$43.7M
• AlkamiALKT1,190,584 shares · 1.0% of their software · price +$4.6M$35.9MNew · +$31.3M
• Core Scientific, Inc.CORZ1,982,653 shares · 1.0% of their software · price +$19.5M$33.8MNew · +$14.4M
• Calix, Inc.CALX291,149 shares · 0.4% of their software · price +$5.2M$15.5MNew · +$10.3M
• CoStarCSGP74,545 shares · 0.2% of their software$6.0MFlat
• F5, Inc.FFIV14,770 shares · 0.1% of their software$4.3MFlat
• PaylocityPCTY18,840 shares · 0.1% of their software$3.4MFlat
• IntuitINTU1,410 shares · 0.0% of their software$1.1MFlat
• PalantirPLTR7,026 shares · 0.0% of their software$958K−$160M
• AppLovinAPP1,284 shares · 0.0% of their software$450K−$78.4M