Ratings by Piper Sandler (Brent Bracelin)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/14/2026 | BlackLine | BL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/1/2026 | nCino Inc. | NCNO | Upgrade | Overweight (Neutral) |
14.98 (17.40) |
16.15% | Details | |
| 1/6/2026 | OneStream Inc. | OS | Downgrade | Neutral (Overweight) |
18.39 (24.00) |
30.51% | Details | |
| 9/26/2025 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/19/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2025 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2025 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2025 | Workday | WDAY | Upgrade | Neutral (Underweight) |
222.75 (144.87) |
-34.96% | Details | |
| 9/12/2025 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2025 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2025 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2025 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2025 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2025 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2025 | nCino Inc. | NCNO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/27/2025 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2025 | Workday | WDAY | Maintain | Underweight (N/A) |
|
Details | ||
| 8/20/2025 | Figma Inc | FIG | New Coverage | Overweight (N/A) |
76.16 (23.65) |
-68.95% | Details | |
| 8/12/2025 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2025 | OneStream Inc. | OS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2025 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2025 | HubSpot Inc | HUBS | Upgrade | Overweight (Neutral) |
492.16 (217.59) |
-55.79% | Details | |
| 8/6/2025 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2025 | Palantir Technologies Inc. | PLTR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2025 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2025 | AppFolio | APPF | Upgrade | Overweight (Neutral) |
259.20 (179.90) |
-30.59% | Details | |
| 7/31/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2025 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2025 | Palantir Technologies Inc. | PLTR | New Coverage | Overweight (N/A) |
154.63 (130.04) |
-15.9% | Details | |
| 7/22/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2025 | AppFolio | APPF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/10/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | Workday | WDAY | Downgrade | Underweight (Neutral) |
240.47 (222.75) |
-7.37% | Details | |
| 7/10/2025 | Oracle | ORCL | Upgrade | Overweight (Neutral) |
234.50 (131.54) |
-43.91% | Details | |
| 6/27/2025 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2025 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/20/2025 | Couchbase Inc | BASE | Downgrade | Neutral (Overweight) |
18.93 (24.51) |
29.48% | Details | |
| 6/16/2025 | SAP AG | SAP | New Coverage | Overweight (N/A) |
293.36 (159.97) |
-45.47% | Details | |
| 6/12/2025 | Oracle | ORCL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/6/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2025 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2025 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2025 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2025 | nCino Inc. | NCNO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/29/2025 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2025 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2025 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/22/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2025 | nCino Inc. | NCNO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/16/2025 | OneStream Inc. | OS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2025 | OneStream Inc. | OS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2025 | HubSpot Inc | HUBS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2025 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2025 | Weave Communications Inc | WEAV | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | Weave Communications Inc | WEAV | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | ZoomInfo Technologies | ZI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2025 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2025 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | OneStream Inc. | OS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | nCino Inc. | NCNO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2025 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | HubSpot Inc | HUBS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2025 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | AppFolio | APPF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2025 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | Oracle | ORCL | Downgrade | Neutral (Overweight) |
122.82 (234.50) |
90.93% | Details | |
| 4/23/2025 | BlackLine | BL | Upgrade | Neutral (Underweight) |
43.48 (30.09) |
-30.8% | Details | |
| 4/3/2025 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/26/2025 | Weave Communications Inc | WEAV | Maintain | Overweight (N/A) |
|
Details | ||
| 3/25/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/19/2025 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2025 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2025 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2025 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2025 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2025 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2025 | AvidXChange Holdings | AVDX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2025 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2025 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2025 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2025 | ZoomInfo Technologies | ZI | Upgrade | Neutral (Underweight) |
9.64 (10.31) |
6.95% | Details | |
| 2/20/2025 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2025 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2025 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2025 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2025 | HubSpot Inc | HUBS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2025 | BlackLine | BL | Maintain | Underweight (N/A) |
|
Details | ||
| 2/12/2025 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2025 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2025 | Amplitude Inc | AMPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2025 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2025 | Olo Inc. | OLO | Downgrade | Neutral (Overweight) |
8.06 (10.26) |
27.3% | Details | |
| 1/6/2025 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2025 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2025 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2025 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2025 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2025 | ZoomInfo Technologies | ZI | Downgrade | Underweight (Neutral) |
10.46 (10.31) |
-1.43% | Details | |
| 1/6/2025 | BlackLine | BL | Downgrade | Underweight (Neutral) |
60.33 (30.09) |
-50.12% | Details | |
| 1/6/2025 | Asana | ASAN | Upgrade | Overweight (Neutral) |
19.85 (7.69) |
-61.26% | Details | |
| 1/6/2025 | AppFolio | APPF | Downgrade | Neutral (Overweight) |
248.11 (259.20) |
4.47% | Details | |
| 1/6/2025 | Amplitude Inc | AMPL | Upgrade | Overweight (Neutral) |
10.70 (9.36) |
-12.52% | Details | |
| 1/6/2025 | ServiceTitan | TTAN | New Coverage | Overweight (N/A) |
101.50 (80.35) |
-20.84% | Details | |
| 12/12/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2024 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2024 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 12/4/2024 | nCino Inc. | NCNO | Downgrade | Neutral (Overweight) |
41.50 (14.98) |
-63.9% | Details | |
| 12/4/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/27/2024 | Workday | WDAY | Downgrade | Neutral (Overweight) |
267.69 (240.47) |
-10.17% | Details | |
| 11/26/2024 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2024 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2024 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2024 | BlackLine | BL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2024 | Weave Communications Inc | WEAV | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2024 | Riskified Ltd. | RSKD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2024 | ZoomInfo Technologies | ZI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/13/2024 | EverCommerce Inc | EVCM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2024 | BlackLine | BL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | AvidXChange Holdings | AVDX | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | HubSpot Inc | HUBS | Downgrade | Neutral (Overweight) |
578.28 (492.16) |
-14.89% | Details | |
| 11/5/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2024 | Weave Communications Inc | WEAV | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2024 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2024 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2024 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2024 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2024 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/15/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2024 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2024 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2024 | salesforce.com | CRM | Upgrade | Overweight (Neutral) |
266.80 (171.22) |
-35.82% | Details | |
| 9/19/2024 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/13/2024 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/13/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2024 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2024 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2024 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2024 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/30/2024 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2024 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2024 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2024 | Couchbase Inc | BASE | New Coverage | Overweight (N/A) |
17.55 (24.51) |
39.66% | Details | |
| 8/9/2024 | Unity Software | U | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2024 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2024 | BlackLine | BL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2024 | ZoomInfo Technologies | ZI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2024 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2024 | AvidXChange Holdings | AVDX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2024 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2024 | ZoomInfo Technologies | ZI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/12/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2024 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2024 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2024 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2024 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2024 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2024 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2024 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2024 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2024 | BlackLine | BL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/12/2024 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/12/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2024 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2024 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/11/2024 | AppFolio | APPF | New Coverage | Overweight (N/A) |
229.45 (179.90) |
-21.6% | Details | |
| 5/31/2024 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2024 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2024 | Asana | ASAN | Upgrade | Neutral (Underweight) |
13.81 (7.69) |
-44.32% | Details | |
| 5/30/2024 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2024 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/24/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2024 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2024 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2024 | ZoomInfo Technologies | ZI | Downgrade | Neutral (Overweight) |
16.62 (10.31) |
-37.97% | Details | |
| 4/26/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2024 | BlackLine | BL | Upgrade | Neutral (Underweight) |
57.37 (30.09) |
-47.55% | Details | |
| 3/15/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2024 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/8/2024 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2024 | SEMrush Holdings, Inc | SEMR | Maintain | Neutral (N/A) |
|
Details | ||
| 3/1/2024 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 2/29/2024 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/29/2024 | AvidXChange Holdings | AVDX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2024 | Unity Software | U | Upgrade | Neutral (Underweight) |
31.26 (49.47) |
58.25% | Details | |
| 2/23/2024 | Expensify Inc | EXFY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2024 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2024 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2024 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2024 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2024 | SEMrush Holdings, Inc | SEMR | Downgrade | Neutral (Overweight) |
12.46 (12.00) |
-3.69% | Details | |
| 1/2/2024 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2024 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2024 | Matterport, Inc | MTTR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/2/2024 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2024 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2024 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2024 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2024 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2024 | Expensify Inc | EXFY | Maintain | Neutral (N/A) |
|
Details | ||
| 1/2/2024 | Alteryx | AYX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/2/2024 | Asana | ASAN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/2/2024 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2024 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/2/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2024 | Weave Communications Inc | weav | Upgrade | Overweight (Neutral) |
11.82 (7.28) |
-38.41% | Details | |
| 1/2/2024 | nCino Inc. | NCNO | Upgrade | Overweight (Neutral) |
34.18 (41.50) |
21.42% | Details | |
| 1/2/2024 | BlackLine | BL | Downgrade | Underweight (Neutral) |
64.78 (30.09) |
-53.55% | Details | |
| 1/2/2024 | Unity Software | U | Downgrade | Underweight (Neutral) |
42.68 (30.68) |
-28.12% | Details | |
| 1/2/2024 | AvidXChange Holdings | AVDX | Downgrade | Neutral (Overweight) |
12.56 (10.00) |
-20.38% | Details | |
| 12/15/2023 | Alteryx | AYX | Upgrade | Neutral (Underweight) |
45.98 (48.26) |
4.96% | Details | |
| 12/14/2023 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2023 | HubSpot Inc | HUBS | Upgrade | Overweight (Neutral) |
502.04 (578.28) |
15.19% | Details | |
| 11/30/2023 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/29/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2023 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2023 | Unity Software | U | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2023 | Toast Inc. | TOST | Downgrade | Neutral (Overweight) |
17.25 (25.00) |
44.93% | Details | |
| 11/7/2023 | Olo Inc. | OLO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2023 | Matterport, Inc | MTTR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2023 | EverCommerce Inc | EVCM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2023 | Alteryx | AYX | Maintain | Underweight (N/A) |
|
Details | ||
| 11/3/2023 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2023 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2023 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2023 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2023 | Weave Communications Inc | WEAV | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2023 | Unity Software | U | Downgrade | Neutral (Overweight) |
27.49 (30.68) |
11.6% | Details | |
| 10/23/2023 | On24 Inc. | ONTF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2023 | Riskified Ltd. | RSKD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2023 | Matterport, Inc | MTTR | Downgrade | Neutral (Overweight) |
2.07 (5.38) |
159.9% | Details | |
| 10/23/2023 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2023 | HubSpot Inc | HUBS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2023 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2023 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2023 | Expensify Inc | EXFY | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2023 | salesforce.com | CRM | Downgrade | Neutral (Overweight) |
208.32 (266.80) |
28.07% | Details | |
| 10/23/2023 | Alteryx | AYX | Downgrade | Underweight (Neutral) |
35.57 (48.26) |
35.68% | Details | |
| 10/23/2023 | AvidXChange Holdings | AVDX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2023 | Asana | ASAN | Downgrade | Underweight (Neutral) |
19.25 (13.81) |
-28.26% | Details | |
| 10/16/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2023 | Klaviyo Inc | KVYO | New Coverage | Overweight (N/A) |
33.02 (17.46) |
-47.12% | Details | |
| 9/28/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/15/2023 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2023 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2023 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/31/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2023 | Toast Inc. | TOST | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2023 | On24 Inc. | ONTF | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2023 | Expensify Inc | EXFY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2023 | BlackLine | BL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2023 | EverCommerce Inc | EVCM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2023 | Alteryx | AYX | Downgrade | Neutral (Overweight) |
38.34 (48.26) |
25.87% | Details | |
| 8/7/2023 | SEMrush Holdings, Inc | SEMR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2023 | Weave Communications Inc | WEAV | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2023 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2023 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2023 | nCino Inc. | NCNO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2023 | AvidXChange Holdings | AVDX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2023 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2023 | Olo Inc. | OLO | Upgrade | Overweight (Neutral) |
6.72 (10.26) |
52.68% | Details | |
| 7/6/2023 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/6/2023 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/5/2023 | HubSpot Inc | HUBS | Downgrade | Neutral (Overweight) |
526.27 (217.59) |
-58.65% | Details | |
| 6/15/2023 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2023 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2023 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/8/2023 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2023 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2023 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2023 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | BlackLine | BL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2023 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/14/2023 | SEMrush Holdings, Inc | SEMR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/14/2023 | Qualtrics | XM | Downgrade | Neutral (Overweight) |
16.55 (18.14) |
9.61% | Details | |
| 3/14/2023 | nCino Inc. | NCNO | Downgrade | Neutral (Overweight) |
23.11 (17.40) |
-24.71% | Details | |
| 3/10/2023 | Riskified Ltd. | RSKD | Upgrade | Overweight (Neutral) |
5.58 (5.22) |
-6.45% | Details | |
| 3/9/2023 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/8/2023 | Squarespace | SQSP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/7/2023 | Qualtrics | XM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2023 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2023 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2023 | BlackLine | BL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2023 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2023 | Alteryx | AYX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2023 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | Qualtrics | XM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | Toast Inc. | TOST | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | Matterport, Inc | MTTR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | BlackLine | BL | Downgrade | Overweight (Neutral) |
69.02 (30.09) |
-56.4% | Details | |
| 1/9/2023 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | Alteryx | AYX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2023 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | Oracle | ORCL | Upgrade | Overweight (Neutral) |
84.31 (131.54) |
56.02% | Details | |
| 1/9/2023 | BlackLine | BL | Downgrade | Neutral (Overweight) |
66.44 (30.09) |
-54.71% | Details | |
| 12/16/2022 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2022 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2022 | Oracle | ORCL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/13/2022 | UserTesting Inc | USER | Downgrade | Neutral (Overweight) |
7.43 (7.50) |
0.94% | Details | |
| 12/2/2022 | Asana | ASAN | Downgrade | Neutral (Overweight) |
18.16 (7.69) |
-57.65% | Details | |
| 12/1/2022 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2022 | Squarespace | SQSP | Upgrade | Overweight (Neutral) |
20.52 (46.57) |
126.95% | Details | |
| 11/21/2022 | EverCommerce Inc | EVCM | Downgrade | Neutral (Overweight) |
6.85 (10.82) |
57.96% | Details | |
| 11/17/2022 | Global-E Online Ltd | GLBE | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/16/2022 | SEMrush Holdings, Inc | SEMR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2022 | Matterport, Inc | MTTR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2022 | EverCommerce Inc | EVCM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2022 | Expensify Inc | EXFY | Downgrade | Neutral (Overweight) |
12.40 (1.79) |
-85.56% | Details | |
| 11/10/2022 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2022 | On24 Inc. | ONTF | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2022 | Twilio | TWLO | Maintain | (N/A) |
|
Details | ||
| 11/2/2022 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2022 | Unity Software | U | Upgrade | Overweight (Neutral) |
28.48 (30.68) |
7.72% | Details | |
| 10/26/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2022 | Qualtrics | XM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | UserTesting Inc | USER | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | On24 Inc. | ONTF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2022 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Matterport, Inc | MTTR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Expensify Inc | EXFY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | BlackLine | BL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Alteryx | AYX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | AvidXChange Holdings | AVDX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Oracle | ORCL | Upgrade | Neutral (Underweight) |
67.03 (131.54) |
96.24% | Details | |
| 10/20/2022 | Coupa Software | COUP | Downgrade | Underweight (Neutral) |
55.39 (80.97) |
46.18% | Details | |
| 10/17/2022 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/26/2022 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/16/2022 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/13/2022 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2022 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2022 | Coupa Software | COUP | Maintain | Neutral (N/A) |
|
Details | ||
| 9/2/2022 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/1/2022 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 9/1/2022 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2022 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2022 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2022 | Toast Inc. | TOST | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2022 | Expensify Inc | EXFY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2022 | Olo Inc. | OLO | Downgrade | Neutral (Overweight) |
13.23 (10.26) |
-22.45% | Details | |
| 8/11/2022 | Riskified Ltd. | RSKD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/11/2022 | Matterport, Inc | MTTR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2022 | Unity Software | U | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2022 | EverCommerce Inc | EVCM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2022 | Avalara | AVLR | Downgrade | Neutral (Overweight) |
95.55 (93.48) |
-2.17% | Details | |
| 8/5/2022 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2022 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2022 | Weave Communications Inc | WEAV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2022 | AvidXChange Holdings | AVDX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2022 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2022 | Alteryx | AYX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Zendesk | ZEN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2022 | Qualtrics | XM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Weave Communications Inc | WEAV | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2022 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | UserTesting Inc | USER | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Riskified Ltd. | RSKD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Olo Inc. | OLO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Matterport, Inc | MTTR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Coupa Software | COUP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2022 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Alteryx | AYX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Avalara | AVLR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | AvidXChange Holdings | AVDX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Unity Software | U | Downgrade | Neutral (Overweight) |
39.76 (30.68) |
-22.84% | Details | |
| 7/8/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/17/2022 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2022 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/14/2022 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2022 | Coupa Software | COUP | Maintain | Neutral (N/A) |
|
Details | ||
| 6/3/2022 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2022 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2022 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/24/2022 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/17/2022 | Riskified Ltd. | RSKD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/17/2022 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2022 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2022 | On24 Inc. | ONTF | Maintain | Neutral (N/A) |
|
Details | ||
| 5/11/2022 | Olo Inc. | OLO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2022 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2022 | BlackLine | BL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2022 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2022 | Avalara | AVLR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | UserTesting Inc | USER | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2022 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2022 | Zendesk | ZEN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2022 | Matterport, Inc | MTTR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2022 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | Squarespace | SQSP | Downgrade | Neutral (Overweight) |
20.87 (46.57) |
123.14% | Details | |
| 4/22/2022 | Qualtrics | XM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2022 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2022 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2022 | Anaplan Inc. | PLAN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/6/2022 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/1/2022 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2022 | Expensify Inc | EXFY | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2022 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/29/2022 | Coupa Software | COUP | Maintain | Neutral () |
|
Details | ||
| 3/15/2022 | Coupa Software | COUP | Downgrade | Neutral (Overweight) |
99.36 (80.97) |
-18.51% | Details | |
| 3/11/2022 | Oracle | ORCL | Downgrade | Underweight (Neutral) |
76.65 (131.54) |
71.61% | Details | |
| 3/10/2022 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/8/2022 | AvidXChange Holdings | AVDX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2022 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2022 | UserTesting Inc | USER | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2022 | On24 Inc. | ONTF | Downgrade | Neutral (Overweight) |
15.60 (8.10) |
-48.08% | Details | |
| 2/24/2022 | Olo Inc. | OLO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2022 | Matterport, Inc | MTTR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2022 | Alteryx | AYX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2022 | Toast Inc. | TOST | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2022 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2022 | Zendesk | ZEN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2022 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2022 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Squarespace | SQSP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | SEMrush Holdings, Inc | SEMR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Riskified Ltd. | RSKD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2022 | Olo Inc. | OLO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | BlackLine | BL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Alteryx | AYX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | AvidXChange Holdings | AVDX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2021 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2021 | UserTesting Inc | USER | New Coverage | Overweight (N/A) |
8.13 (7.50) |
-7.75% | Details | |
| 12/13/2021 | Braze Inc | BRZE | New Coverage | Overweight (N/A) |
66.95 (26.60) |
-60.27% | Details | |
| 12/10/2021 | Oracle | ORCL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/6/2021 | Weave Communications Inc | WEAV | New Coverage | Overweight (N/A) |
16.68 (7.28) |
-56.35% | Details | |
| 12/6/2021 | Expensify Inc | EXFY | New Coverage | Overweight (N/A) |
42.29 (1.79) |
-95.77% | Details | |
| 11/24/2021 | Anaplan Inc. | PLAN | Downgrade | Neutral (Overweight) |
54.00 (63.73) |
18.02% | Details | |
| 11/19/2021 | Zendesk | ZEN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/19/2021 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2021 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/16/2021 | Riskified Ltd. | RSKD | Downgrade | Neutral (Overweight) |
17.68 (5.22) |
-70.48% | Details | |
| 11/10/2021 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2021 | Toast Inc. | TOST | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2021 | Squarespace | SQSP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2021 | AvidXChange Holdings | AVDX | New Coverage | Overweight (N/A) |
24.93 (10.00) |
-59.89% | Details | |
| 11/5/2021 | BlackLine | BL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2021 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2021 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2021 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2021 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2021 | Zendesk | ZEN | Downgrade | Neutral (Overweight) |
122.66 (77.48) |
-36.83% | Details | |
| 10/21/2021 | Qualtrics | XM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2021 | Freshworks Inc | FRSH | New Coverage | Overweight (N/A) |
41.68 (10.83) |
-74.02% | Details | |
| 10/18/2021 | Toast Inc. | TOST | New Coverage | Overweight (N/A) |
56.36 (29.96) |
-46.84% | Details | |
| 10/15/2021 | Squarespace | SQSP | Upgrade | Overweight (Neutral) |
34.76 (46.57) |
33.98% | Details | |
| 10/13/2021 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/30/2021 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2021 | salesforce.com | CRM | Upgrade | Overweight (Neutral) |
259.17 (171.22) |
-33.94% | Details | |
| 9/23/2021 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/22/2021 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2021 | Matterport, Inc | MTTR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2021 | Coupa Software | COUP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2021 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2021 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2021 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/23/2021 | Riskified Ltd. | RSKD | New Coverage | Overweight (N/A) |
27.12 (17.68) |
-34.81% | Details | |
| 8/17/2021 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/17/2021 | Matterport, Inc | MTTR | New Coverage | Overweight (N/A) |
14.91 (5.38) |
-63.92% | Details | |
| 8/6/2021 | Avalara | AVLR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2021 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2021 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2021 | Zendesk | ZEN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2021 | EverCommerce Inc | EVCM | New Coverage | Overweight (N/A) |
17.45 (10.82) |
-37.99% | Details | |
| 7/21/2021 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2021 | Qualtrics | XM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/6/2021 | monday.com Ltd. | MNDY | New Coverage | Overweight (N/A) |
229.95 (86.84) |
-62.24% | Details | |
| 6/18/2021 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2021 | Oracle | ORCL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/14/2021 | Procore Technologies, Inc | PCOR | New Coverage | Overweight (N/A) |
86.59 (44.03) |
-49.15% | Details | |
| 6/14/2021 | Squarespace | SQSP | New Coverage | Neutral (N/A) |
58.13 (46.57) |
-19.89% | Details | |
| 6/8/2021 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/8/2021 | Coupa Software | COUP | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2021 | Global-E Online Ltd | GLBE | New Coverage | Overweight (N/A) |
35.00 (38.68) |
10.51% | Details | |
| 6/4/2021 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2021 | Anaplan Inc. | PLAN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2021 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2021 | Alteryx | AYX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2021 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2021 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2021 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2021 | Qualtrics | XM | Upgrade | Overweight (Neutral) |
33.84 (18.14) |
-46.39% | Details | |
| 4/20/2021 | Coupa Software | COUP | Upgrade | Overweight (Neutral) |
270.46 (80.97) |
-70.06% | Details | |
| 4/13/2021 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2021 | Olo Inc. | OLO | New Coverage | Overweight (N/A) |
29.07 (10.26) |
-64.71% | Details | |
| 3/11/2021 | Asana | ASAN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/9/2021 | Alteryx | AYX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2021 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2021 | On24 Inc. | ONTF | New Coverage | Overweight (N/A) |
55.26 (8.10) |
-85.34% | Details | |
| 2/23/2021 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2021 | Qualtrics | XM | New Coverage | Neutral (N/A) |
45.09 (18.14) |
-59.77% | Details | |
| 2/18/2021 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2021 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2021 | BlackLine | BL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2021 | Avalara | AVLR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2021 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2021 | Zendesk | ZEN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2021 | Zendesk | ZEN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2021 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2021 | Unity Software | U | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2021 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2021 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2021 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2021 | BlackLine | BL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2021 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2021 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2021 | salesforce.com | CRM | Downgrade | Neutral (Overweight) |
217.98 (171.22) |
-21.45% | Details | |
| 1/11/2021 | Anaplan Inc. | PLAN | Upgrade | Overweight (Neutral) |
70.19 (63.73) |
-9.2% | Details | |
| 12/11/2020 | Oracle | ORCL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2020 | Coupa Software | COUP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/3/2020 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2020 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2020 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2020 | Asana | ASAN | Upgrade | Overweight (Neutral) |
27.95 (7.69) |
-72.49% | Details | |
| 12/2/2020 | Slack Technologies Inc. | WORK | Downgrade | Neutral (Overweight) |
42.88 (45.20) |
5.41% | Details | |
| 11/20/2020 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2020 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2020 | Alteryx | AYX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2020 | Allovir Inc. | ALVR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2020 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2020 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2020 | Workday | WDAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/28/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2020 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2020 | Asana | ASAN | New Coverage | Neutral (N/A) |
24.00 (7.69) |
-67.96% | Details | |
| 10/20/2020 | Workday | WDAY | Upgrade | Overweight (Neutral) |
229.45 (267.69) |
16.67% | Details | |
| 10/13/2020 | Unity Software | U | New Coverage | Overweight (N/A) |
99.11 (30.68) |
-69.04% | Details | |
| 10/2/2020 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/16/2020 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2020 | Slack Technologies Inc. | WORK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2020 | Coupa Software | COUP | Maintain | Neutral (N/A) |
|
Details | ||
| 9/3/2020 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 9/1/2020 | Zendesk | ZEN | Upgrade | Overweight (Neutral) |
94.74 (77.48) |
-18.22% | Details | |
| 8/28/2020 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2020 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2020 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2020 | Anaplan Inc. | PLAN | Downgrade | Neutral (Overweight) |
47.82 (63.73) |
33.27% | Details | |
| 8/10/2020 | nCino Inc. | NCNO | New Coverage | Overweight (N/A) |
75.33 (17.40) |
-76.9% | Details | |
| 7/29/2020 | Alteryx | AYX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | Tyler Tech | TYL | New Coverage | Overweight (N/A) |
351.32 (314.22) |
-10.56% | Details | |
| 7/17/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2020 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 6/29/2020 | ZoomInfo Technologies | ZI | New Coverage | Overweight (N/A) |
53.19 (10.31) |
-80.62% | Details | |
| 6/23/2020 | Avalara | AVLR | Maintain | Overweight (N/A) |
|
Details | ||
| 6/15/2020 | Twilio | TWLO | Upgrade | Overweight (Neutral) |
188.42 (218.24) |
15.83% | Details | |
| 6/5/2020 | Slack Technologies Inc. | WORK | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2020 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2020 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2020 | BlackLine | BL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2020 | Workday | WDAY | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/28/2020 | Bill.com Holdings Inc. | BILL | Upgrade | Overweight (Neutral) |
64.25 (41.63) |
-35.21% | Details | |
| 5/19/2020 | Alteryx | AYX | Upgrade | Overweight (Neutral) |
129.95 (48.26) |
-62.86% | Details | |
| 5/14/2020 | Bill.com Holdings Inc. | BILL | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2020 | Zendesk | ZEN | Downgrade | Neutral (Overweight) |
75.87 (77.48) |
2.12% | Details | |
| 3/31/2020 | Twilio | TWLo | Downgrade | Neutral (Overweight) |
96.63 (218.24) |
125.85% | Details | |
| 3/31/2020 | Coupa Software | COUP | Downgrade | Neutral (Overweight) |
146.47 (80.97) |
-44.72% | Details | |
| 2/14/2020 | Alteryx | AYX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2020 | BlackLine | BL | Upgrade | Overweight (Neutral) |
65.00 (30.09) |
-53.71% | Details | |
| 2/14/2020 | Veeva Systems | VEEV | Maintain | (N/A) |
|
Details | ||
| 2/14/2020 | Veeva Systems | VEEV | New Coverage | Overweight (N/A) |
154.47 (196.81) |
27.41% | Details | |
| 2/13/2020 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2020 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2020 | Alteryx | AYX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2019 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2019 | Zendesk | ZEN | New Coverage | Overweight (N/A) |
78.90 (77.48) |
-1.8% | Details | |
| 11/26/2019 | HubSpot Inc | HUBS | New Coverage | Overweight (N/A) |
144.66 (217.59) |
50.41% | Details | |
| 11/26/2019 | BlackLine | BL | New Coverage | Neutral (N/A) |
52.99 (30.09) |
-43.22% | Details | |
| 11/26/2019 | Alteryx | AYX | New Coverage | Neutral (N/A) |
105.36 (48.26) |
-54.2% | Details | |
| 11/21/2019 | Anaplan Inc. | PLAN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2019 | Twilio | TWLO | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/31/2019 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2019 | Anaplan Inc. | PLAN | New Coverage | Overweight (N/A) |
49.28 (47.82) |
-2.96% | Details | |
| 10/29/2019 | Avalara | AVLR | New Coverage | Overweight (N/A) |
74.48 (93.48) |
25.51% | Details | |
| 10/29/2019 | Coupa Software | COUP | New Coverage | Overweight (N/A) |
133.90 (80.97) |
-39.53% | Details | |
| 10/29/2019 | MongoDB | MDB | New Coverage | Overweight (N/A) |
125.78 (337.97) |
168.7% | Details | |
| 10/29/2019 | Elastic NV. | ESTC | New Coverage | Overweight (N/A) |
74.60 (62.43) |
-16.31% | Details | |
| 10/29/2019 | Slack Technologies Inc. | WORK | New Coverage | Overweight (N/A) |
20.46 (45.20) |
120.92% | Details | |
| 10/29/2019 | Alvarion Ltd. | ALVR | New Coverage | Overweight (N/A) |
0.57 (9.81) |
1621.05% | Details | |
| 10/29/2019 | Twilio | TWLO | New Coverage | Overweight (N/A) |
106.98 (218.24) |
104% | Details | |
| 10/24/2019 | Microsoft | MSFT | New Coverage | Overweight (N/A) |
136.37 (390.99) |
186.71% | Details | |
| 11/30/-0001 | Vertex Inc. | VERX | New Coverage | Overweight (N/A) |
36.92 (18.55) |
-49.76% | Details |
