How many shares of LPLA does WESTFIELD CAPITAL MANAGEMENT CO LP own?

As of 2026-Q2, WESTFIELD CAPITAL MANAGEMENT CO LP holds 793,061 shares of LPLA (LPL FINANCIAL HOLDINGS INC).

What is WESTFIELD CAPITAL MANAGEMENT CO LP's LPLA position worth?

As of 2026-Q2, WESTFIELD CAPITAL MANAGEMENT CO LP's LPLA position is worth $223.4M.

Is WESTFIELD CAPITAL MANAGEMENT CO LP buying or selling LPLA?

In 2026-Q2, WESTFIELD CAPITAL MANAGEMENT CO LP decreased their LPLA position (-10.0% change in shares).

When did WESTFIELD CAPITAL MANAGEMENT CO LP first buy LPLA?

Based on available 13F filings, WESTFIELD CAPITAL MANAGEMENT CO LP first reported a position in LPLA in 2018-Q4. They have held the position across 31 quarters.

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WESTFIELD CAPITAL MANAGEMENT CO LP

LPLA
31 quarters

Position history for WESTFIELD CAPITAL MANAGEMENT CO LP's holdings in LPL FINANCIAL HOLDINGS INC

Current Value

$223.4M

Current Shares

793,061

Total Value Change

+$163.1M

Total Shares Change

-194,304

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	793,061	-10.0%	$223.4M	0.7%	$281.45	0
2026-Q1	Increased	881,506	+40.9%	$265.2M	1.1%	$300.27	65
2025-Q4	Increased	625,562	+8.7%	$223.4M	0.9%	$356.17	47
2025-Q3	Decreased	575,462	-26.4%	$191.5M	0.8%	$331.49	0
2025-Q2	Decreased	782,232	-5.8%	$293.3M	1.2%	$373.30	0
2025-Q1	Increased	830,099	+17.6%	$271.6M	1.3%	$325.43	57
2024-Q4	Decreased	705,919	-0.7%	$230.5M	1.0%	$324.49	0
2024-Q3	Increased	710,867	+21.6%	$165.4M	0.7%	$230.97	51
2024-Q2	Increased	584,601	+51.8%	$163.3M	0.8%	$276.89	60
2024-Q1	Decreased	385,227	-10.2%	$101.8M	0.5%	$261.63	0
2023-Q4	Decreased	428,869	-28.4%	$97.6M	0.6%	$225.15	0
2023-Q3	Decreased	599,104	-7.9%	$142.4M	1.0%	$234.75	0
2023-Q2	Increased	650,449	+9.7%	$141.4M	0.9%	$214.49	47
2023-Q1	Increased	593,157	+1.8%	$120.1M	0.8%	$199.35	43
2022-Q4	Decreased	582,784	-15.4%	$126M	1.0%	$212.63	0
2022-Q3	Decreased	688,932	-15.4%	$150.5M	1.2%	$214.71	0
2022-Q2	Decreased	814,686	-5.7%	$150.3M	1.2%	$181.09	0
2022-Q1	Decreased	863,640	-19.3%	$157.8M	1.0%	$179.11	0
2021-Q4	Decreased	1.1M	-9.1%	$171.2M	1.0%	$156.71	0
2021-Q3	Increased	1.2M	+19.4%	$184.4M	1.1%	$153.22	57
2021-Q2	Increased	985,164	+16.2%	$133M	0.8%	$131.71	49
2021-Q1	Decreased	847,913	-27.1%	$120.5M	0.7%	$138.48	0
2020-Q4	Increased	1.2M	+29.3%	$121.2M	0.7%	$101.34	53
2020-Q3	Decreased	899,122	-9.1%	$68.9M	0.4%	$74.34	0
2020-Q2	Decreased	989,385	-3.7%	$77.6M	0.5%	$75.79	0
2020-Q1	Decreased	1M	-17.9%	$55.9M	0.5%	$52.44	0
2019-Q4	Increased	1.3M	+41.6%	$115.5M	0.8%	$88.45	57
2019-Q3	Increased	883,940	+33.0%	$72.4M	0.6%	$78.30	54
2019-Q2	Decreased	664,359	-5.4%	$54.2M	0.4%	$77.72	0
2019-Q1	Decreased	702,275	-28.9%	$48.9M	0.4%	$66.17	0
2018-Q4	New	987,365	-	$60.3M	0.5%	$57.83	57

Other major holders of LPLA: VANGUARD GROUP INC, BNP PARIBAS FINANCIAL MARKETS, Janus Henderson Group Ltd.

LPLA31 quarters

LPLA
31 quarters