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.

• Check PointCHKP−$128M$20.6M
• PalantirPLTR+$81.7M$111M
• CommvaultCVLT+$78.9M$148M
• Palo Alto NetworksPANW+$75.8M$75.4M
• AlkamiALKT+$57.4M$76.9M

Software held

• MicrosoftMSFT1,705,236 shares · 26.9% of their software · price +$35.0M$883M−$26.0M
• ServiceNowNOW260,002 shares · 7.3% of their software · price −$28.0M$239M−$39.3M
• OracleORCL600,197 shares · 5.1% of their software · price +$37.6M$169M−$17.2M
• DynatraceDT3,345,780 shares · 4.9% of their software · price −$22.6M$162M+$21.8M
• CommvaultCVLT786,175 shares · 4.5% of their software · price +$11.4M$148M+$78.9M
• SamsaraIOT3,801,787 shares · 4.3% of their software · price −$9.6M$142M+$10.1M
• monday.comMNDY693,319 shares · 4.1% of their software · price −$83.7M$134M+$14.8M
• SnowflakeSNOW574,955 shares · 4.0% of their software · price +$1.0M$130M+$45.1M
• ProcorePCOR1,540,265 shares · 3.4% of their software · price +$6.9M$112M+$2.4M
• PalantirPLTR606,450 shares · 3.4% of their software · price +$28.0M$111M+$81.7M
• CloudflareNET480,850 shares · 3.1% of their software · price +$9.0M$103M+$6.3M
• DescartesDSGX1,001,331 shares · 2.9% of their software · price −$7.4M$94.4M+$35.8M
• AlkamiALKT3,095,058 shares · 2.3% of their software · price −$16.4M$76.9M+$57.4M
• Palo Alto NetworksPANW370,359 shares · 2.3% of their software$75.4MNew · +$75.8M
• VeevaVEEV217,754 shares · 2.0% of their software · price +$2.2M$64.9M−$2.5M
• HubSpotHUBS134,175 shares · 1.9% of their software · price −$11.9M$62.8M+$4.9M
• SynopsysSNPS126,581 shares · 1.9% of their software · price −$2.4M$62.5M+$9.2M
• BrazeBRZE2,177,953 shares · 1.9% of their software · price +$741K$61.9M+$16.2M
• TwilioTWLO591,367 shares · 1.8% of their software · price −$14.4M$59.2M−$26.8M
• MongoDBMDB181,314 shares · 1.7% of their software · price +$18.2M$56.3M−$30.2M
• AtlassianTEAM322,438 shares · 1.6% of their software · price −$14.0M$51.5M+$23.7M
• Shift4 Payments, Inc.FOUR653,828 shares · 1.5% of their software · price −$14.2M$50.6M−$2.2M
• Fair IsaacFICO32,468 shares · 1.5% of their software · price −$10.8M$48.6M−$18.0M
• Calix, Inc.CALX684,096 shares · 1.3% of their software · price +$5.6M$42.0M+$20.9M
• NIQ Global Intelligence plcNIQ2,631,896 shares · 1.3% of their software$41.3MNew · +$41.3M
• ToastTOST1,034,305 shares · 1.2% of their software · price −$8.0M$37.8M−$25.2M
• Core Scientific, Inc.CORZ1,992,735 shares · 1.1% of their software · price +$1.7M$35.7MFlat
• Check PointCHKP99,472 shares · 0.6% of their software · price −$1.4M$20.6M−$128M
• F5, Inc.FFIV16,220 shares · 0.2% of their software$5.2MFlat
• AppLovinAPP1,284 shares · 0.0% of their software$923KFlat