Wipfli Financial Advisors Llc, Software—Application

Wipfli Financial Advisors Llc,

$1.42 Billion
Q3 2022

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
INTU Intuit Inc	$185B	$1.55 Million 0.11% of portfolio	4,004	Q3 2022 New
CRM Salesforce, Inc.	$257B	$1.18 Million 0.08% of portfolio	8,201	Q3 2022 New
CDNS Cadence Design Systems Inc	$92.2B	$778,000 0.05% of portfolio	4,758	Q3 2022 New
NOW Service Now, Inc.	$189B	$752,000 0.05% of portfolio	1,991	Q3 2022 New
ADSK Autodesk, Inc.	$53.1B	$446,000 0.03% of portfolio	2,388	Q3 2022 New
PCTY Paylocity Holding Corp	$7.86B	$445,000 0.03% of portfolio	1,844	Q3 2022 New
WDAY Workday, Inc.	$46.8B	$196,000 0.01% of portfolio	1,288	Q3 2022 New
SNOW Snowflake Inc.	$86.8B	$175,000 0.01% of portfolio	1,030	Q3 2022 New
TTD Trade Desk, Inc.	$21.7B	$170,000 0.01% of portfolio	2,841	Q3 2022 New
ANSS Ansys Inc	$32.6B	$156,000 0.01% of portfolio	705	Q3 2022 New
TEAM Atlassian Corp PLC	$23.5B	$130,000 0.01% of portfolio	618	Q3 2022 New
UBER Uber Technologies, Inc	$191B	$127,000 0.01% of portfolio	4,787	Q3 2022 New
TYL Tyler Technologies Inc	$19.9B	$120,000 0.01% of portfolio	345	Q3 2022 New
SAP Sap Se	$303B	$116,000 0.01% of portfolio	1,425	Q3 2022 New
PAYC Paycom Software, Inc.	$11.1B	$115,000 0.01% of portfolio	349	Q3 2022 New
CTXS Citrix Systems Inc	$13.2B	$113,000 0.01% of portfolio	1,086	Q3 2022 New
ZM Zoom Video Communications, Inc.	$21.2B	$109,000 0.01% of portfolio	1,483	Q3 2022 New
NICE Nice Ltd.	$8.61B	$103,000 0.01% of portfolio	546	Q3 2022 New
BILL Bill.Com Holdings, Inc.	$5.18B	$98,000 0.01% of portfolio	739	Q3 2022 New
SHOP Shopify Inc.	$207B	$94,000 0.01% of portfolio	3,503	Q3 2022 New
MANH Manhattan Associates Inc	$11.2B	$89,000 0.01% of portfolio	669	Q3 2022 New
FICO Fair Isaac Corp	$40B	$88,000 0.01% of portfolio	213	Q3 2022 New
DOCU Docusign, Inc.	$14.4B	$86,000 0.01% of portfolio	1,607	Q3 2022 New
CDAY Ceridian Hcm Holding Inc.	$9.88B	$81,000 0.01% of portfolio	1,444	Q3 2022 New
COUP Coupa Software Inc	$0	$59,000 0.0% of portfolio	1,010	Q3 2022 New
DDOG Datadog, Inc.	$45.7B	$59,000 0.0% of portfolio	665	Q3 2022 New
PTC Ptc Inc.	$23.2B	$56,000 0.0% of portfolio	539	Q3 2022 New
BKI Black Knight, Inc.	$0	$50,000 0.0% of portfolio	770	Q3 2022 New
HUBS Hubspot Inc	$22.9B	$49,000 0.0% of portfolio	180	Q3 2022 New
ESTC Elastic N.V.	$8.4B	$47,000 0.0% of portfolio	662	Q3 2022 New
RNG Ring Central, Inc.	$2.52B	$45,000 0.0% of portfolio	1,119	Q3 2022 New
SSNC Ss&C Technologies Holdings Inc	$21.3B	$45,000 0.0% of portfolio	935	Q3 2022 New
APPS Digital Turbine, Inc.	$595M	$38,000 0.0% of portfolio	2,609	Q3 2022 New
AVLR Avalara, Inc.	$8.28B	$36,000 0.0% of portfolio	392	Q3 2022 New
ZEN Zendesk, Inc.	$0	$34,000 0.0% of portfolio	444	Q3 2022 New
AZPN Aspen Technology, Inc.	$17.1B	$33,000 0.0% of portfolio	140	Q3 2022 New
ECOM Channeladvisor Corp	$0	$33,000 0.0% of portfolio	1,473	Q3 2022 New
NCNO N Cino, Inc.	$2.97B	$33,000 0.0% of portfolio	972	Q3 2022 New
APP App Lovin Corp	$181B	$31,000 0.0% of portfolio	1,576	Q3 2022 New
CALX Calix, Inc	$4.45B	$31,000 0.0% of portfolio	501	Q3 2022 New
COIN Coinbase Global, Inc.	$46.6B	$31,000 0.0% of portfolio	476	Q3 2022 New
DT Dynatrace, Inc.	$14B	$30,000 0.0% of portfolio	863	Q3 2022 New
SMAR Smartsheet Inc	$7.37B	$30,000 0.0% of portfolio	869	Q3 2022 New
PLUS Eplus Inc	$1.92B	$28,000 0.0% of portfolio	677	Q3 2022 New
SPT Sprout Social, Inc.	$469M	$28,000 0.0% of portfolio	461	Q3 2022 New
VQS Viq Solutions Inc.	$2.68M	$28,000 0.0% of portfolio	45,060	Q3 2022 New
LYFT Lyft, Inc.	$6.8B	$26,000 0.0% of portfolio	1,988	Q3 2022 New
PEGA Pegasystems Inc	$5.22B	$25,000 0.0% of portfolio	777	Q3 2022 New
OTEX Open Text Corp	$10.1B	$24,000 0.0% of portfolio	926	Q3 2022 New
CVLT Commvault Systems Inc	$6.17B	$18,000 0.0% of portfolio	337	Q3 2022 New

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