Ratings by UBS (Karl Keirstead)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/14/2026 | ServiceNow | NOW | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/22/2026 | Snowflake Inc. | SNOW | Maintain | Buy (Buy) |
|
Details | ||
| 6/16/2026 | Palantir | PLTR | Maintain | Buy (Buy) |
|
Details | ||
| 6/16/2026 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 6/15/2026 | Dynatrace Inc. | DT | Upgrade | Buy (Neutral) |
40.75 (45.04) |
10.53% | Details | |
| 6/12/2026 | Adobe | ADBE | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/4/2026 | Veeva Systems | VEEV | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/3/2026 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2026 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 5/29/2026 | MongoDB | MDB | Maintain | Neutral (N/A) |
|
Details | ||
| 5/28/2026 | Snowflake Inc. | SNOW | Maintain | Buy (Buy) |
|
Details | ||
| 5/22/2026 | Workday | WDAY | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/21/2026 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/14/2026 | Dynatrace Inc. | DT | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/1/2026 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/21/2026 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2026 | Adobe | ADBE | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/10/2026 | ServiceNow | NOW | Downgrade | Neutral (Buy) |
97.47 (104.85) |
7.57% | Details | |
| 4/7/2026 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 3/18/2026 | Docusign Inc. | DOCU | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/18/2026 | Palantir Technologies Inc. | PLTR | Maintain | Buy (Buy) |
|
Details | ||
| 3/13/2026 | Adobe | ADBE | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/5/2026 | Veeva Systems | VEEV | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/4/2026 | GitLab Inc | GTLB | Maintain | Buy (Buy) |
|
Details | ||
| 3/3/2026 | MongoDB | MDB | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/26/2026 | Palantir Technologies Inc. | PLTR | Upgrade | Buy (Neutral) |
134.19 (133.72) |
-0.35% | Details | |
| 2/26/2026 | Snowflake Inc. | SNOW | Maintain | Buy (Buy) |
|
Details | ||
| 2/25/2026 | Workday | WDAY | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/20/2026 | Veeva Systems | VEEV | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/17/2026 | salesforce.com | CRM | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/10/2026 | Workday | WDAY | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/10/2026 | Dynatrace Inc. | DT | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/9/2026 | Datadog | DDOG | Maintain | Buy (Buy) |
|
Details | ||
| 2/6/2026 | Atlassian Corporation | TEAM | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/3/2026 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/2/2026 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 1/20/2026 | ServiceNow | NOW | Maintain | Buy (Buy) |
|
Details | ||
| 1/5/2026 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 12/11/2025 | Adobe | ADBE | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/11/2025 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 12/5/2025 | Docusign Inc. | DOCU | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/4/2025 | Snowflake Inc. | SNOW | Maintain | Buy (Buy) |
|
Details | ||
| 12/4/2025 | salesforce.com | CRM | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/3/2025 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2025 | MongoDB | MDB | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/26/2025 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/21/2025 | Veeva Systems | VEEV | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/10/2025 | Blend Labs | BLND | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/7/2025 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2025 | ServiceNow | NOW | Maintain | Buy (Buy) |
|
Details | ||
| 10/30/2025 | ServiceNow | NOW | Maintain | Buy (Buy) |
|
Details | ||
| 10/24/2025 | Atlassian Corporation | TEAM | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/21/2025 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 10/17/2025 | Veeva Systems | VEEV | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/17/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 10/16/2025 | salesforce.com | CRM | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/14/2025 | ServiceNow | NOW | Maintain | Buy (Buy) |
|
Details | ||
| 10/9/2025 | Datadog | DDOG | Maintain | Buy (Buy) |
|
Details | ||
| 10/8/2025 | Snowflake Inc. | SNOW | Maintain | Buy (Buy) |
|
Details | ||
| 9/18/2025 | MongoDB | MDB | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/17/2025 | Workday | WDAY | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/12/2025 | Adobe | ADBE | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/10/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/4/2025 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2025 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/29/2025 | Adobe | ADBE | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/28/2025 | Veeva Systems | VEEV | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/28/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2025 | MongoDB | MDB | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/22/2025 | Workday | WDAY | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/13/2025 | Snowflake Inc. | SNOW | Maintain | Buy (Buy) |
|
Details | ||
| 8/12/2025 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2025 | Blend Labs | BLND | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/7/2025 | Informatica | INFA | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/5/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2025 | Datadog | DDOG | Maintain | Buy (Buy) |
|
Details | ||
| 7/24/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2025 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 7/16/2025 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2025 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 6/13/2025 | Adobe | ADBE | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/12/2025 | Snowflake Inc. | SNOW | Maintain | Buy (Buy) |
|
Details | ||
| 6/12/2025 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 6/11/2025 | GitLab Inc | GTLB | Maintain | Buy (Buy) |
|
Details | ||
| 6/11/2025 | Datadog | DDOG | Maintain | Buy (Buy) |
|
Details | ||
| 6/9/2025 | Adobe | ADBE | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/5/2025 | MongoDB | MDB | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/4/2025 | Snowflake Inc. | SNOW | Upgrade | Buy (Neutral) |
210.17 (275.94) |
31.29% | Details | |
| 5/29/2025 | Veeva Systems | VEEV | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/27/2025 | MongoDB | MDB | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/27/2025 | salesforce.com | CRM | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/22/2025 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/21/2025 | salesforce.com | CRM | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/8/2025 | Informatica | INFA | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/7/2025 | Datadog | DDOG | Maintain | Buy (Buy) |
|
Details | ||
| 5/6/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/2/2025 | Atlassian Corporation | TEAM | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/25/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2025 | ServiceNow | NOW | Maintain | Buy (Buy) |
|
Details | ||
| 4/17/2025 | Docusign Inc. | DOCU | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/15/2025 | Datadog | DDOG | Maintain | Buy (Buy) |
|
Details | ||
| 4/11/2025 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/10/2025 | Atlassian Corporation | TEAM | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/7/2025 | ServiceNow | NOW | Maintain | Buy (Buy) |
|
Details | ||
| 4/1/2025 | Atlassian Corporation | TEAM | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/19/2025 | Adobe | ADBE | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/14/2025 | Docusign Inc. | DOCU | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/13/2025 | Adobe | ADBE | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/11/2025 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 3/11/2025 | ServiceNow | NOW | Maintain | Buy (Buy) |
|
Details | ||
| 3/7/2025 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 3/6/2025 | MongoDB | MDB | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/28/2025 | Blend Labs | BLND | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/27/2025 | salesforce.com | CRM | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/27/2025 | Snowflake Inc. | SNOW | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/26/2025 | Workday | WDAY | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/19/2025 | Snowflake Inc. | SNOW | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/14/2025 | Informatica | INFA | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/12/2025 | Confluent Inc | CFLT | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/4/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2025 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2025 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2025 | Atlassian Corporation | TEAM | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/3/2025 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 12/23/2024 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2024 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 12/6/2024 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 12/6/2024 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2024 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 11/27/2024 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2024 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2024 | Informatica | INFA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2024 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2024 | Blend Labs | BLND | Maintain | Neutral (N/A) |
|
Details | ||
| 10/22/2024 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2024 | Datadog | DDOG | Upgrade | Buy (Neutral) |
126.00 (270.73) |
114.87% | Details | |
| 10/8/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2024 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 9/13/2024 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 9/13/2024 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2024 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 9/6/2024 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2024 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2024 | MongoDB | MDB | Maintain | Neutral (N/A) |
|
Details | ||
| 8/29/2024 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/26/2024 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/23/2024 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2024 | Datadog | DDOG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2024 | Datadog | DDOG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2024 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2024 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2024 | Informatica | INFA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 6/14/2024 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/13/2024 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 6/12/2024 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2024 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/5/2024 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 6/4/2024 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2024 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/24/2024 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/23/2024 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2024 | PowerSchool Holdings Inc. | PWSC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/22/2024 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2024 | Docusign Inc. | DOCU | Upgrade | Neutral (Sell) |
59.25 (49.38) |
-16.66% | Details | |
| 3/15/2024 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2024 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2024 | MongoDB | MDB | Maintain | Neutral (N/A) |
|
Details | ||
| 3/8/2024 | Docusign Inc. | DOCU | Maintain | Sell (N/A) |
|
Details | ||
| 3/7/2024 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2024 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2024 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2024 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/22/2024 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2024 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2024 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2024 | Informatica | INFA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2024 | Datadog | DDOG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2024 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2024 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2024 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2024 | Blend Labs | BLND | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2024 | Veritone | VERI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/16/2024 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2024 | MongoDB | MDB | Downgrade | Neutral (Buy) |
383.69 (344.67) |
-10.17% | Details | |
| 12/15/2023 | PowerSchool Holdings Inc. | PWSC | Maintain | Neutral (N/A) |
|
Details | ||
| 12/12/2023 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 12/8/2023 | Docusign Inc. | DOCU | Maintain | Sell (N/A) |
|
Details | ||
| 11/30/2023 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/30/2023 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/29/2023 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/16/2023 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2023 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2023 | Informatica | INFA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2023 | Docusign Inc. | DOCU | Maintain | Sell (N/A) |
|
Details | ||
| 10/26/2023 | Veritone | VERI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/19/2023 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/2/2023 | Datadog | DDOG | New Coverage | Neutral (N/A) |
88.96 (126.00) |
41.64% | Details | |
| 10/2/2023 | Atlassian Corporation | TEAM | New Coverage | Neutral (N/A) |
196.94 (89.08) |
-54.77% | Details | |
| 9/28/2023 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 9/22/2023 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 9/15/2023 | PowerSchool Holdings Inc. | PWSC | Maintain | Neutral (N/A) |
|
Details | ||
| 9/12/2023 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 9/8/2023 | Docusign Inc. | DOCU | Maintain | Sell (N/A) |
|
Details | ||
| 9/6/2023 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 9/6/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 9/1/2023 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 9/1/2023 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 8/31/2023 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/31/2023 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2023 | Oracle | ORCL | Upgrade | Buy (Neutral) |
116.06 (127.94) |
10.24% | Details | |
| 8/28/2023 | Docusign Inc. | DOCU | Maintain | Sell (N/A) |
|
Details | ||
| 8/25/2023 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/24/2023 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 8/23/2023 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/17/2023 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2023 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2023 | Informatica | INFA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/27/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/14/2023 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 6/9/2023 | Docusign Inc. | DOCU | Maintain | Sell (N/A) |
|
Details | ||
| 6/6/2023 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2023 | Veritone | VERI | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2023 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2023 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/31/2023 | Docusign Inc. | DOCU | Maintain | Sell (N/A) |
|
Details | ||
| 5/30/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 5/26/2023 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/25/2023 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/22/2023 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 5/18/2023 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/12/2023 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2023 | Blend Labs | BLND | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2023 | PowerSchool Holdings Inc. | PWSC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2023 | Informatica | INFA | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2023 | Veritone | VERI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/19/2023 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/14/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 3/14/2023 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 3/9/2023 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2023 | Veritone | VERI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2023 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2023 | Docusign Inc. | DOCU | Downgrade | Sell (Neutral) |
64.47 (59.25) |
-8.1% | Details | |
| 2/15/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2023 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2023 | Informatica | INFA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2023 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2023 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2023 | Veritone | VERI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2023 | Confluent Inc | CFLT | Downgrade | Neutral (Buy) |
22.26 (31.09) |
39.67% | Details | |
| 1/24/2023 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | Blend Labs | BLND | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2023 | Informatica | INFA | Downgrade | Neutral (Buy) |
15.96 (24.79) |
55.33% | Details | |
| 12/20/2022 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 12/12/2022 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 12/7/2022 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 12/5/2022 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2022 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 12/1/2022 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 12/1/2022 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/29/2022 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 11/28/2022 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 11/28/2022 | GitLab Inc | GTLB | Maintain | Buy (Buy) |
|
Details | ||
| 11/15/2022 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2022 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2022 | Veritone | VERI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2022 | Informatica | INFA | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2022 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2022 | Splunk | SPLK | Downgrade | Neutral (Buy) |
83.31 (156.90) |
88.33% | Details | |
| 9/16/2022 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 9/1/2022 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 9/1/2022 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 8/31/2022 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2022 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 8/25/2022 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2022 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/24/2022 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/16/2022 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2022 | Snowflake Inc. | SNOW | Downgrade | Neutral (Buy) |
170.44 (210.17) |
23.31% | Details | |
| 8/10/2022 | Veritone | VERI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2022 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2022 | Informatica | INFA | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2022 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2022 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2022 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 6/1/2022 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/26/2022 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2022 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/17/2022 | Workday | WDAY | Downgrade | Neutral (Buy) |
176.06 (139.81) |
-20.59% | Details | |
| 5/13/2022 | Blend Labs | BLND | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2022 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2022 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2022 | Veritone | VERI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2022 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2022 | Informatica | INFA | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2022 | Veritone | VERI | New Coverage | Neutral (N/A) |
15.96 (1.07) |
-93.3% | Details | |
| 4/1/2022 | Blend Labs | BLND | Maintain | Neutral (N/A) |
|
Details | ||
| 3/18/2022 | MongoDB | MDB | Upgrade | Buy (Neutral) |
343.82 (344.67) |
0.25% | Details | |
| 3/15/2022 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2022 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/9/2022 | MongoDB | MDB | Maintain | Neutral (N/A) |
|
Details | ||
| 3/7/2022 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2022 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2022 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 3/1/2022 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2022 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2022 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2022 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2022 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2022 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2022 | Informatica | INFA | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2022 | Blend Labs | BLND | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2022 | Informatica | INFA | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2022 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2022 | Citrix Systems | CTXS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/20/2022 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2022 | salesforce.com | CRM | Downgrade | Neutral (Buy) |
255.46 (167.56) |
-34.41% | Details | |
| 1/5/2022 | Adobe | ADBE | Downgrade | Neutral (Buy) |
564.37 (220.78) |
-60.88% | Details | |
| 12/3/2021 | Docusign Inc. | DOCU | Downgrade | Neutral (Buy) |
230.79 (49.38) |
-78.6% | Details | |
| 12/2/2021 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 12/1/2021 | Informatica | INFA | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2021 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 11/24/2021 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/22/2021 | Informatica | INFA | New Coverage | Buy (N/A) |
33.23 (24.79) |
-25.4% | Details | |
| 11/16/2021 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 11/16/2021 | Workday | WDAY | Upgrade | Buy (Neutral) |
295.60 (139.81) |
-52.7% | Details | |
| 11/12/2021 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2021 | PowerSchool Holdings Inc. | PWSC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2021 | GitLab Inc | GTLB | New Coverage | Buy (N/A) |
119.03 (32.98) |
-72.29% | Details | |
| 11/5/2021 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2021 | Citrix Systems | CTXS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2021 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2021 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2021 | Citrix Systems | CTXS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/13/2021 | ServiceNow Inc | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2021 | Citrix Systems | CTXS | Maintain | Neutral (N/A) |
|
Details | ||
| 9/24/2021 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2021 | PowerSchool Holdings Inc. | PWSC | Maintain | Neutral (N/A) |
|
Details | ||
| 9/9/2021 | Citrix Systems | CTXS | Maintain | Neutral (N/A) |
|
Details | ||
| 9/3/2021 | Docusign Inc. | DOCU | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2021 | MongoDB | MDB | Maintain | Neutral (N/A) |
|
Details | ||
| 9/2/2021 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/23/2021 | PowerSchool Holdings Inc. | PWSC | New Coverage | Neutral (N/A) |
25.57 (22.81) |
-10.79% | Details | |
| 8/11/2021 | Splunk | SPLK | Upgrade | Buy (Neutral) |
141.31 (83.31) |
-41.04% | Details | |
| 8/10/2021 | Blend Labs | BLND | New Coverage | Neutral (N/A) |
19.50 (1.78) |
-90.87% | Details | |
| 7/19/2021 | Confluent Inc | CFLT | New Coverage | Buy (N/A) |
40.40 (30.99) |
-23.29% | Details | |
| 6/23/2021 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 6/8/2021 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2021 | MongoDB | MDB | Maintain | Neutral (N/A) |
|
Details | ||
| 5/28/2021 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 5/28/2021 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/21/2021 | Splunk | SPLK | Upgrade | Neutral (Sell) |
112.77 (141.31) |
25.31% | Details | |
| 3/31/2021 | Veeva Systems | VEEV | Upgrade | Neutral (Sell) |
249.90 (193.09) |
-22.73% | Details | |
| 3/23/2021 | MongoDB | MDB | New Coverage | Neutral (N/A) |
309.77 (344.67) |
11.27% | Details | |
| 3/23/2021 | Snowflake Inc. | SNOW | New Coverage | Buy (N/A) |
220.75 (275.94) |
25% | Details |
