Ratings by KeyBanc (Jason Celino)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/12/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2026 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2026 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2026 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2026 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2026 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2026 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2026 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2026 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2026 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2026 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2026 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2026 | Trimble Navigation | TRMB | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2026 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/1/2026 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/1/2026 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/24/2026 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 3/17/2026 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/16/2026 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2026 | UiPath Inc. | PATH | Maintain | Sector Weight (N/A) |
|
Details | ||
| 3/6/2026 | Samsara Inc | IOT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2026 | Samsara Inc | IOT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2026 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2026 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2026 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2026 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2026 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2026 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2026 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2026 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2026 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2026 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | GitLab Inc | GTLB | Downgrade | Sector Weight (Overweight) |
39.52 (27.00) |
-31.68% | Details | |
| 12/16/2025 | Trimble Navigation | TRMB | Upgrade | Overweight (Sector Weight) |
80.26 (49.19) |
-38.71% | Details | |
| 12/11/2025 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2025 | Samsara Inc | IOT | New Coverage | Overweight (N/A) |
43.76 (31.29) |
-28.5% | Details | |
| 12/5/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2025 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2025 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2025 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2025 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2025 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2025 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2025 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2025 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2025 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2025 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2025 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2025 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2025 | AppFolio | APPF | Upgrade | Overweight (Sector Weight) |
228.55 (146.56) |
-35.87% | Details | |
| 10/8/2025 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/2/2025 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2025 | PROS Holdings | PRO | Downgrade | Sector Weight (Overweight) |
23.02 (23.25) |
1% | Details | |
| 9/19/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2025 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2025 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/12/2025 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2025 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2025 | UiPath Inc. | PATH | Maintain | Sector Weight (N/A) |
|
Details | ||
| 9/5/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2025 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 9/3/2025 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2025 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2025 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2025 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/21/2025 | Dayforce | DAY | Downgrade | Sector Weight (Overweight) |
67.40 (69.86) |
3.65% | Details | |
| 8/21/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2025 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2025 | Dayforce | DAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2025 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2025 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2025 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2025 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2025 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2025 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2025 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2025 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/7/2025 | Bentley Systems Inc. | BSY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/7/2025 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/11/2025 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2025 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2025 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2025 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2025 | UiPath Inc. | PATH | Maintain | Sector Weight (N/A) |
|
Details | ||
| 5/29/2025 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2025 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2025 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2025 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2025 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2025 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2025 | Bentley Systems Inc. | BSY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2025 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2025 | PROS Holdings | PRO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | Dayforce | DAY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2025 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2025 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Bentley Systems Inc. | BSY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2025 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/26/2025 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 3/14/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/14/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2025 | UiPath Inc. | PATH | Maintain | Sector Weight (N/A) |
|
Details | ||
| 3/10/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2025 | Paycom Software | PAYC | Upgrade | Overweight (Sector Weight) |
203.62 (124.28) |
-38.96% | Details | |
| 3/4/2025 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2025 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2025 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2025 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2025 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2025 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2025 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2025 | Paycom Software | PAYC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 2/7/2025 | PROS Holdings | PRO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2025 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2025 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2025 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2025 | AppFolio | APPF | Downgrade | Sector Weight (Overweight) |
249.56 (228.55) |
-8.42% | Details | |
| 1/6/2025 | ServiceTitan | TTAN | New Coverage | Overweight (N/A) |
101.50 (64.19) |
-36.76% | Details | |
| 12/6/2024 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2024 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2024 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2024 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2024 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2024 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2024 | Dayforce | DAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2024 | Atlassian Corporation | TEAM | Upgrade | Overweight (Sector Weight) |
190.44 (81.35) |
-57.28% | Details | |
| 10/31/2024 | Dayforce | DAY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2024 | PROS Holdings | PRO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2024 | Coursera Inc | COUR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2024 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2024 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/10/2024 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2024 | Dayforce | DAY | New Coverage | Overweight (N/A) |
58.91 (67.40) |
14.41% | Details | |
| 9/23/2024 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2024 | Aspen Technology | AZPN | Maintain | Sector Weight (N/A) |
|
Details | ||
| 9/18/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/12/2024 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2024 | UiPath Inc. | PATH | Maintain | Sector Weight (N/A) |
|
Details | ||
| 9/5/2024 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2024 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2024 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2024 | HashiCorp Inc | HCP | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/30/2024 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2024 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2024 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2024 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/13/2024 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2024 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2024 | PROS Holdings | PRO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2024 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2024 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2024 | Udemy Inc | UDMY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2024 | Coursera Inc | COUR | Maintain | Overweight (N/A) |
|
Details | ||
| 6/27/2024 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/27/2024 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2024 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2024 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2024 | UiPath Inc. | PATH | Downgrade | Sector Weight (Overweight) |
18.75 (10.16) |
-45.81% | Details | |
| 5/24/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2024 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/17/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2024 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | Udemy Inc | UDMY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2024 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2024 | Coursera Inc | COUR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2024 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2024 | UiPath Inc. | PATH | New Coverage | Overweight (N/A) |
21.35 (18.75) |
-12.18% | Details | |
| 3/19/2024 | JFrog | FROG | New Coverage | Overweight (N/A) |
42.20 (78.71) |
86.52% | Details | |
| 3/19/2024 | HashiCorp Inc | HCP | New Coverage | Sector Weight (N/A) |
26.50 (34.78) |
31.25% | Details | |
| 3/19/2024 | Atlassian Corporation | TEAM | New Coverage | Sector Weight (N/A) |
194.43 (81.35) |
-58.16% | Details | |
| 3/19/2024 | GitLab Inc | GTLB | New Coverage | Overweight (N/A) |
53.42 (39.52) |
-26.02% | Details | |
| 3/18/2024 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2024 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2024 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2024 | Procore Technologies, Inc | PCOR | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/13/2024 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2024 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2024 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2024 | Coursera Inc | COUR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2024 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2024 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2024 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2024 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2024 | PROS Holdings | PRO | Upgrade | Overweight (Sector Weight) |
34.66 (23.02) |
-33.58% | Details | |
| 1/12/2024 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2024 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2024 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2024 | Workday | WDAY | New Coverage | Overweight (N/A) |
268.28 (115.13) |
-57.09% | Details | |
| 12/14/2023 | Procore Technologies, Inc | PCOR | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/7/2023 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/27/2023 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2023 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2023 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2023 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2023 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2023 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2023 | Paycom Software | PAYC | Downgrade | Sector Weight (Overweight) |
240.06 (203.62) |
-15.18% | Details | |
| 10/27/2023 | Coursera Inc | COUR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2023 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2023 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/14/2023 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2023 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/17/2023 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2023 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | Coursera Inc | COUR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/27/2023 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2023 | Aspen Technology | AZPN | Downgrade | Sector Weight (Overweight) |
173.21 (264.33) |
52.61% | Details | |
| 7/25/2023 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2023 | Bentley Systems Inc. | BSY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2023 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2023 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2023 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2023 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2023 | Bentley Systems Inc. | BSY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2023 | Udemy Inc | UDMY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2023 | Coursera Inc | COUR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2023 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2023 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2023 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/18/2023 | Aspen Technology | AZPN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2023 | Udemy Inc | UDMY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2023 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2023 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2023 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2023 | Coursera Inc | COUR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2023 | monday.com Ltd. | MNDY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2023 | Chegg | CHGG | Downgrade | Sector Weight (Overweight) |
21.34 (1.08) |
-94.94% | Details | |
| 2/2/2023 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2023 | Aspen Technology | AZPN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2023 | Sterling Check | STER | Downgrade | Sector Weight (Overweight) |
15.00 (16.74) |
11.6% | Details | |
| 1/23/2023 | PTC Inc. | PTC | Upgrade | Overweight (Sector Weight) |
127.57 (112.33) |
-11.95% | Details | |
| 1/19/2023 | Chegg | CHGG | Upgrade | Overweight (Sector Weight) |
24.44 (1.08) |
-95.58% | Details | |
| 12/1/2022 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/23/2022 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | Udemy Inc | UDMY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2022 | Sterling Check | STER | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2022 | Aspen Technology | AZPN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Aspen Technology | AZPN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2022 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2022 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2022 | Udemy Inc | UDMY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2022 | Aspen Technology | AZPN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2022 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Udemy Inc | UDMY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2022 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2022 | Chegg | CHGG | Downgrade | Sector Weight (Overweight) |
35.20 (1.08) |
-96.93% | Details | |
| 4/8/2022 | AppFolio | APPF | Upgrade | Overweight (Sector Weight) |
112.00 (146.56) |
30.86% | Details | |
| 3/31/2022 | Sterling Check | STER | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2022 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2022 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2022 | Udemy Inc | UDMY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2022 | Coursera Inc | COUR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2022 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2022 | Chegg | CHGG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2022 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2021 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/24/2021 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/23/2021 | Udemy Inc | UDMY | New Coverage | Overweight (N/A) |
30.97 (5.78) |
-81.34% | Details | |
| 11/23/2021 | HireRight Inc. | HRT | New Coverage | Sector Weight (N/A) |
17.35 (14.36) |
-17.23% | Details | |
| 11/5/2021 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2021 | Coursera Inc | COUR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2021 | Chegg | CHGG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2021 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2021 | Aspen Technology | AZPN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2021 | Sterling Check | STER | New Coverage | Overweight (N/A) |
25.04 (16.74) |
-33.15% | Details | |
| 10/14/2021 | Aspen Technology | AZPN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2021 | Chegg | CHGG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2021 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2021 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2021 | Aspen Technology | AZPN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2021 | Bentley Systems Inc. | BSY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2021 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2021 | Bentley Systems Inc. | BSY | Maintain | (N/A) |
|
Details | ||
| 6/14/2021 | Procore Technologies, Inc | PCOR | New Coverage | Overweight (N/A) |
86.59 (38.93) |
-55.04% | Details | |
| 5/5/2021 | Coursera Inc | COUR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2021 | Coursera Inc | COUR | New Coverage | Overweight (N/A) |
44.16 (5.41) |
-87.75% | Details | |
| 4/13/2021 | Bentley Systems Inc. | BSY | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2021 | Bentley Systems Inc. | BSY | Upgrade | Overweight (Sector Weight) |
42.95 (28.42) |
-33.83% | Details | |
| 2/16/2021 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2021 | Cadence Designs | CDNS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2021 | Aspen Technology | AZPN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2021 | Chegg | CHGG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2021 | Aspen Technology | AZPN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2021 | Chegg | CHGG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | Cadence Designs | CDNS | Upgrade | Overweight (Sector Weight) |
135.76 (379.06) |
179.21% | Details | |
| 12/22/2020 | RealPage | RP | Downgrade | Sector Weight (Overweight) |
67.83 (88.72) |
30.8% | Details | |
| 12/15/2020 | Pluralsight | PS | Downgrade | Sector Weight (Overweight) |
18.98 (32.65) |
72.02% | Details | |
| 12/3/2020 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2020 | PROS Holdings | PRO | Downgrade | Sector Weight (Overweight) |
30.86 (23.25) |
-24.66% | Details | |
| 9/9/2020 | Aspen Technology | AZPN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2020 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2020 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/13/2020 | Aspen Technology | AZPN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2020 | Chegg | CHGG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2020 | Chegg | CHGG | Maintain | Overweight (N/A) |
|
Details | ||
| 6/30/2020 | 2U, Inc. | TWOU | New Coverage | Sector Weight (N/A) |
37.74 (1.58) |
-95.81% | Details | |
| 6/30/2020 | Chegg | CHGG | New Coverage | Overweight (N/A) |
65.42 (1.08) |
-98.35% | Details | |
| 6/30/2020 | Pluralsight | PS | New Coverage | Overweight (N/A) |
17.50 (32.65) |
86.57% | Details | |
| 6/17/2020 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/17/2020 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2020 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2020 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2020 | Autodesk | ADSK | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/21/2020 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2020 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2020 | Aspen Technology | AZPN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2020 | Aspen Technology | AZPN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2020 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2020 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2020 | Materialise NV | MTLS | Downgrade | Sector Weight (Overweight) |
19.20 (6.51) |
-66.09% | Details | |
| 11/7/2019 | RealPage | RP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2019 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2019 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2019 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2019 | PTC Inc. | PTC | Downgrade | Sector Weight (Overweight) |
91.60 (112.33) |
22.63% | Details | |
| 7/16/2019 | RealPage | RP | New Coverage | Overweight (N/A) |
64.57 (88.72) |
37.4% | Details | |
| 7/16/2019 | AppFolio | APPF | New Coverage | Sector Weight (N/A) |
106.42 (146.56) |
37.72% | Details | |
| 7/12/2019 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2019 | PROS Holdings | PRO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2019 | Autodesk | ADSK | New Coverage | Overweight (N/A) |
166.74 (188.78) |
13.22% | Details | |
| 4/10/2019 | Synopsys | SNPS | New Coverage | Overweight (N/A) |
116.43 (461.50) |
296.38% | Details | |
| 4/10/2019 | ANSYS | ANSS | New Coverage | Sector Weight (N/A) |
186.41 (374.30) |
100.79% | Details | |
| 4/10/2019 | PTC Inc. | PTC | New Coverage | Overweight (N/A) |
94.27 (91.60) |
-2.83% | Details | |
| 4/10/2019 | Cadence Designs | CDNS | New Coverage | Sector Weight (N/A) |
63.98 (379.06) |
492.47% | Details | |
| 4/10/2019 | Aspen Technology | AZPN | New Coverage | Overweight (N/A) |
104.90 (264.33) |
151.98% | Details |
