Wipfli Financial Advisors Llc, Software—Infrastructure

Wipfli Financial Advisors Llc,

$1.42 Billion
Q3 2022

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MSFT Microsoft Corp	$3.82T	$18.4 Million 1.29% of portfolio	79,109	Q3 2022 Added 3,932.06%
ADBE Adobe Inc.	$172B	$1.51 Million 0.11% of portfolio	5,483	Q3 2022 New
ORCL Oracle Corp	$674B	$1.15 Million 0.08% of portfolio	18,831	Q3 2022 New
SNPS Synopsys Inc	$97.2B	$653,000 0.05% of portfolio	2,136	Q3 2022 New
PANW Palo Alto Networks Inc	$58B	$513,000 0.04% of portfolio	3,130	Q3 2022 New
VRSN Verisign Inc	$29.4B	$232,000 0.02% of portfolio	1,336	Q3 2022 New
CRWD Crowd Strike Holdings, Inc.	$100B	$217,000 0.02% of portfolio	1,316	Q3 2022 New
FTNT Fortinet, Inc.	$82.6B	$210,000 0.01% of portfolio	4,278	Q3 2022 New
PLTR Palantir Technologies Inc.	$307B	$208,000 0.01% of portfolio	25,526	Q3 2022 New
AKAM Akamai Technologies Inc	$14.4B	$177,000 0.01% of portfolio	2,208	Q3 2022 New
SQ Block, Inc.	$30.3B	$157,000 0.01% of portfolio	2,851	Q3 2022 New
ZS Zscaler, Inc.	$41.5B	$149,000 0.01% of portfolio	904	Q3 2022 New
DOX Amdocs LTD	$10.6B	$120,000 0.01% of portfolio	1,497	Q3 2022 New
VMW Vmware, Inc.	$60.3B	$116,000 0.01% of portfolio	1,086	Q3 2022 New
CHKP Check Point Software Technologies LTD	$27.4B	$65,000 0.0% of portfolio	582	Q3 2022 New
FLT Fleetcor Technologies Inc	$20.1B	$65,000 0.0% of portfolio	371	Q3 2022 New
SPSC Sps Commerce Inc	$5.05B	$62,000 0.0% of portfolio	496	Q3 2022 New
QLYS Qualys, Inc.	$5.27B	$57,000 0.0% of portfolio	411	Q3 2022 New
FFIV F5, Inc.	$17.9B	$43,000 0.0% of portfolio	295	Q3 2022 New
WEX Wex Inc.	$7.59B	$43,000 0.0% of portfolio	340	Q3 2022 New
WIX Wix.Com Ltd.	$8.53B	$43,000 0.0% of portfolio	547	Q3 2022 New
OKTA Okta, Inc.	$15B	$41,000 0.0% of portfolio	723	Q3 2022 New
CYBR Cyber Ark Software Ltd.	$17.7B	$40,000 0.0% of portfolio	269	Q3 2022 New
GDDY Go Daddy Inc.	$25.8B	$33,000 0.0% of portfolio	461	Q3 2022 New
EVTC Evertec, Inc.	$2.21B	$27,000 0.0% of portfolio	875	Q3 2022 New
PATH Ui Path, Inc.	$5.64B	$23,000 0.0% of portfolio	1,790	Q3 2022 New
IMXI International Money Express, Inc.	$359M	$21,000 0.0% of portfolio	928	Q3 2022 New
NTNX Nutanix, Inc.	$17.4B	$21,000 0.0% of portfolio	1,025	Q3 2022 New
TDC Teradata Corp	$2.27B	$20,000 0.0% of portfolio	648	Q3 2022 New
VRNT Verint Systems Inc	$2.13B	$20,000 0.0% of portfolio	586	Q3 2022 New
VRNS Varonis Systems Inc	$5.96B	$19,000 0.0% of portfolio	708	Q3 2022 New
SPLK Splunk Inc	$0	$18,000 0.0% of portfolio	243	Q3 2022 New
AFRM Affirm Holdings, Inc.	$15.6B	$17,000 0.0% of portfolio	896	Q3 2022 New
CFLT Confluent, Inc.	$3.81B	$17,000 0.0% of portfolio	697	Q3 2022 New
DBX Dropbox, Inc.	$8B	$16,000 0.0% of portfolio	757	Q3 2022 New
HOOD Robinhood Markets, Inc.	$86.3B	$15,000 0.0% of portfolio	1,500	Q3 2022 New
STNE Stone Co Ltd.	$3.68B	$15,000 0.0% of portfolio	1,525	Q3 2022 New
MDB Mongo Db, Inc.	$16.6B	$14,000 0.0% of portfolio	69	Q3 2022 New
APPN Appian Corp	$1.19B	$13,000 0.0% of portfolio	316	Q3 2022 New
NET Cloudflare, Inc.	$56.4B	$13,000 0.0% of portfolio	233	Q3 2022 New
CSGS Csg Systems International Inc	$2B	$12,000 0.0% of portfolio	231	Q3 2022 New
BB Blackberry LTD	$2.17B	$11,000 0.0% of portfolio	2,444	Q3 2022 New
ACIW Aci Worldwide, Inc.	$4.98B	$10,000 0.0% of portfolio	492	Q3 2022 New
EEFT Euronet Worldwide, Inc.	$5.02B	$10,000 0.0% of portfolio	138	Q3 2022 New
NEWR New Relic, Inc.	$0	$10,000 0.0% of portfolio	176	Q3 2022 New
TOST Toast, Inc.	$15.7B	$10,000 0.0% of portfolio	612	Q3 2022 New
CCSI Consensus Cloud Solutions, Inc.	$422M	$7,000 0.0% of portfolio	148	Q3 2022 New
RAMP Live Ramp Holdings, Inc.	$2.22B	$7,000 0.0% of portfolio	377	Q3 2022 New
FIVN Five9, Inc.	$1.99B	$6,000 0.0% of portfolio	84	Q3 2022 New
DOCN Digital Ocean Holdings, Inc.	$2.76B	$5,000 0.0% of portfolio	129	Q3 2022 New

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