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Copperwynd Financial’s CoStar Group CSGP Stock Holding History

Copperwynd Financial’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$966K Buy
12,018
+2,936
+32% +$229K 0.24% 77
2025
Q1 		$720K Buy
+9,082
New +$691K 0.2% 102
2023
Q3 		– Sell
-23,519
Closed -$2.09M – 132
2023
Q2 		$2.09M Buy
+23,519
New +$1.82M 0.97% 20

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copperwynd Financial's CSGP Position: Q2 2025 in Review

Copperwynd Financial increased its CoStar Group (CSGP) stake by 32% in Q2 2025, buying an estimated $229K and bringing the position to 12,018 shares worth $966K. The position accounts for 0.24% of the portfolio, ranked #77.

Copperwynd Financial first reported a position in CSGP in Q2 2023 and has held it in 3 quarters since. The position peaked at $2.09M in Q2 2023. 872 funds tracked by Wall St. Rank hold CSGP as of Q2 2025.

  • Copperwynd Financial held 12,018 shares of CoStar Group worth $966K as of Q2 2025.
  • Copperwynd Financial bought 2,936 CoStar Group shares in Q2 2025, an estimated $229K.
  • CoStar Group made up 0.24% of Copperwynd Financial's portfolio in Q2 2025, its #77 holding.
  • Copperwynd Financial first reported a position in CoStar Group in Q2 2023 and has held it in 3 quarters since.
  • Copperwynd Financial's CoStar Group position peaked at $2.09M in Q2 2023.
  • 872 funds tracked by Wall St. Rank held CoStar Group as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.