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LPLA
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Position history for WESTFIELD CAPITAL MANAGEMENT CO LP's holdings in LPL FINL HLDGS INC

WESTFIELD CAPITAL MANAGEMENT CO LP holds 881,506 shares of LPLA (LPL FINL HLDGS INC), worth $265.2M as of 2026-Q1. The position was increased (+40.9% shares). LPLA represents 1.1% of WESTFIELD CAPITAL MANAGEMENT CO LP's portfolio.

Current Value

$265.2M

Current Shares

881,506

Total Value Change

+$101.9M

Total Shares Change

+296,905

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
881,506
+40.9%
$265.2M1.1%$306.22
65
2025-Q4
Increased
625,562
+8.7%
$223.4M0.9%$359.75
47
2025-Q3
Decreased
575,462
-26.4%
$191.5M0.8%$340.33
0
2025-Q2
Decreased
782,232
-5.8%
$293.3M1.2%$364.36
0
2025-Q1
Increased
830,099
+17.6%
$271.6M1.3%$336.08
57
2024-Q4
Decreased
705,919
-0.7%
$230.5M1.0%$325.88
0
2024-Q3
Increased
710,867
+21.6%
$165.4M0.7%$229.86
51
2024-Q2
Increased
584,601
+51.8%
$163.3M0.8%$277.67
60

Other major holders of LPLA: VANGUARD GROUP INC

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