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.

• ServiceNowNOW+$1.1B$226M
• monday.comMNDY−$132M$2.1M
• HubSpotHUBS+$102M$141M
• F5, Inc.FFIV+$85.7M$71.8M
• ZscalerZS+$84.1M$63.2M

Software held

• MicrosoftMSFT1,621,219 shares · 25.7% of their software · price −$55.7M$784M−$43.5M
• ServiceNowNOW1,476,803 shares · 7.4% of their software · price −$1.1B$226M+$1.1B
• DynatraceDT3,356,708 shares · 4.8% of their software · price −$17.2M$145MFlat
• SnowflakeSNOW649,105 shares · 4.7% of their software · price −$4.0M$142M+$16.7M
• HubSpotHUBS352,154 shares · 4.6% of their software · price −$23.4M$141M+$102M
• SamsaraIOT3,953,970 shares · 4.6% of their software · price −$7.1M$140M+$5.7M
• CommvaultCVLT1,057,077 shares · 4.3% of their software · price −$67.0M$133M+$51.1M
• AtlassianTEAM812,215 shares · 4.3% of their software · price +$2.0M$132M+$78.2M
• DescartesDSGX1,193,869 shares · 3.4% of their software · price −$7.8M$105M+$18.1M
• CloudflareNET519,475 shares · 3.4% of their software · price −$9.1M$102M+$8.3M
• AlkamiALKT4,118,355 shares · 3.1% of their software · price −$7.3M$95.0M+$25.4M
• OracleORCL474,397 shares · 3.0% of their software · price −$41.0M$92.5M−$35.4M
• Palo Alto NetworksPANW448,460 shares · 2.7% of their software · price −$8.7M$82.6M+$15.9M
• ProcorePCOR1,105,325 shares · 2.6% of their software$80.4M−$31.7M
• Fair IsaacFICO44,593 shares · 2.5% of their software · price +$8.7M$75.4M+$18.1M
• BrazeBRZE2,187,275 shares · 2.5% of their software · price +$12.8M$75.0MFlat
• F5, Inc.FFIV281,299 shares · 2.4% of their software · price −$19.1M$71.8M+$85.7M
• MongoDBMDB159,529 shares · 2.2% of their software · price +$17.4M$67.0M−$6.8M
• ZscalerZS280,807 shares · 2.1% of their software · price −$21.0M$63.2MNew · +$84.1M
• Calix, Inc.CALX1,145,292 shares · 2.0% of their software · price −$9.7M$60.6M+$28.3M
• SynopsysSNPS121,649 shares · 1.9% of their software · price −$2.9M$57.1M−$2.4M
• SalesforceCRM178,508 shares · 1.5% of their software · price +$5.0M$47.3MNew · +$42.3M
• ToastTOST1,268,337 shares · 1.5% of their software · price −$1.3M$45.0M+$8.5M
• NIQ Global Intelligence plcNIQ2,388,660 shares · 1.3% of their software · price +$1.9M$39.4M−$3.8M
• PalantirPLTR154,585 shares · 0.9% of their software · price −$722K$27.5M−$82.4M
• Core Scientific, Inc.CORZ1,392,132 shares · 0.7% of their software · price −$4.7M$20.3M−$10.8M
• monday.comMNDY13,955 shares · 0.1% of their software · price −$644K$2.1M−$132M
• AppLovinAPP1,284 shares · 0.0% of their software$865KFlat