Ratings by DA Davidson (Lucky Schreiner)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/9/2026 | BlackLine | BL | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/1/2026 | Progress Software | PRGS | Maintain | Buy (Buy) |
|
Details | ||
| 6/16/2026 | DOMO | DOMO | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/10/2026 | Pegasystems | PEGA | Maintain | Buy (Buy) |
|
Details | ||
| 6/4/2026 | c3.ai | AI | Maintain | Underperform (Underperform) |
|
Details | ||
| 6/3/2026 | GitLab Inc | GTLB | Maintain | Neutral (N/A) |
|
Details | ||
| 6/1/2026 | Box, Inc. | BOX | Maintain | Buy (Buy) |
|
Details | ||
| 5/29/2026 | Elastic NV. | ESTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/29/2026 | Asana | ASAN | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/29/2026 | UiPath Inc. | PATH | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/27/2026 | Box, Inc. | BOX | Maintain | Buy (Buy) |
|
Details | ||
| 5/26/2026 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2026 | Appian Corp. | APPN | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/15/2026 | Appian Corp. | APPN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/14/2026 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2026 | c3.ai | AI | Maintain | Underperform (Underperform) |
|
Details | ||
| 5/12/2026 | monday.com Ltd. | MNDY | Maintain | Buy (Buy) |
|
Details | ||
| 5/8/2026 | Vertex Inc. | VERX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2026 | BlackLine | BL | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/23/2026 | Pegasystems | PEGA | Maintain | Buy (Buy) |
|
Details | ||
| 4/2/2026 | GitLab Inc | GTLB | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/31/2026 | Progress Software | PRGS | Maintain | Buy (Buy) |
|
Details | ||
| 3/27/2026 | DOMO | DOMO | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/27/2026 | DOMO | DOMO | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/25/2026 | Progress Software | PRGS | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2026 | Box, Inc. | BOX | Maintain | Buy (Buy) |
|
Details | ||
| 3/20/2026 | Box, Inc. | BOX | Maintain | Buy (Buy) |
|
Details | ||
| 3/12/2026 | UiPath Inc. | PATH | Maintain | Neutral (N/A) |
|
Details | ||
| 3/11/2026 | DOMO | DOMO | Maintain | Neutral (N/A) |
|
Details | ||
| 3/5/2026 | GitLab Inc | GTLB | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2026 | Box, Inc. | BOX | Maintain | Buy (Buy) |
|
Details | ||
| 3/3/2026 | Asana | ASAN | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/2/2026 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2026 | GitLab Inc | GTLB | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2026 | c3.ai | AI | Maintain | Underperform (N/A) |
|
Details | ||
| 2/20/2026 | Appian Corp. | APPN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2026 | Vertex Inc. | VERX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2026 | BlackLine | BL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2026 | monday.com Ltd. | MNDY | Maintain | Buy (Buy) |
|
Details | ||
| 2/9/2026 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2026 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2026 | Progress Software | PRGS | Maintain | Buy (Buy) |
|
Details | ||
| 1/21/2026 | Progress Software | PRGS | Maintain | Buy (Buy) |
|
Details | ||
| 1/15/2026 | Progress Software | PRGS | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2026 | SoundHound AI Inc. | SOUN | Maintain | Buy (Buy) |
|
Details | ||
| 12/5/2025 | DOMO | DOMO | Maintain | Neutral (N/A) |
|
Details | ||
| 12/4/2025 | GitLab Inc | GTLB | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/4/2025 | UiPath Inc. | PATH | Maintain | Neutral (N/A) |
|
Details | ||
| 12/4/2025 | c3.ai | AI | Maintain | Underperform (N/A) |
|
Details | ||
| 12/3/2025 | Box, Inc. | BOX | Maintain | Buy (Buy) |
|
Details | ||
| 12/3/2025 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 12/1/2025 | GitLab Inc | GTLB | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/1/2025 | DOMO | DOMO | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/21/2025 | Elastic NV. | ESTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/11/2025 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2025 | BlackLine | BL | New Coverage | Neutral (N/A) |
56.82 (29.36) |
-48.33% | Details | |
| 11/7/2025 | Appian Corp. | APPN | New Coverage | Neutral (N/A) |
29.33 (25.50) |
-13.06% | Details | |
| 11/5/2025 | Vertex Inc. | VERX | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2025 | monday.com Ltd. | MNDY | Maintain | Buy (Buy) |
|
Details | ||
| 10/22/2025 | Vertex Inc. | VERX | New Coverage | Neutral (N/A) |
25.65 (12.67) |
-50.6% | Details | |
| 10/10/2025 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2025 | DOMO | DOMO | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/30/2025 | Progress Software | PRGS | Maintain | Buy (Buy) |
|
Details | ||
| 9/18/2025 | monday.com Ltd. | MNDY | Maintain | Buy (Buy) |
|
Details | ||
| 9/16/2025 | Box, Inc. | BOX | Maintain | Buy (Buy) |
|
Details | ||
| 9/5/2025 | UiPath Inc. | PATH | New Coverage | Neutral (N/A) |
10.88 (11.59) |
6.53% | Details | |
| 9/4/2025 | GitLab Inc | GTLB | Maintain | Neutral (N/A) |
|
Details | ||
| 8/29/2025 | Elastic NV. | ESTC | New Coverage | Neutral (N/A) |
83.30 (61.99) |
-25.58% | Details | |
| 8/28/2025 | DOMO | DOMO | New Coverage | Neutral (N/A) |
16.11 (3.42) |
-78.77% | Details | |
| 8/27/2025 | Box, Inc. | BOX | Maintain | Buy (Buy) |
|
Details | ||
| 8/22/2025 | GitLab Inc | GTLB | New Coverage | Neutral (N/A) |
44.18 (33.40) |
-24.4% | Details | |
| 8/12/2025 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2025 | c3.ai | AI | Downgrade | Underperform (Neutral) |
22.66 (9.03) |
-60.15% | Details | |
| 7/1/2025 | Progress Software | PRGS | Maintain | Buy (Buy) |
|
Details | ||
| 7/1/2025 | Progress Software | PRGS | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2025 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/29/2025 | c3.ai | AI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/28/2025 | Box, Inc. | BOX | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2025 | monday.com Ltd. | MNDY | Maintain | Buy (Buy) |
|
Details | ||
| 5/12/2025 | c3.ai | AI | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/1/2025 | Progress Software | PRGS | Maintain | Buy (Buy) |
|
Details | ||
| 3/21/2025 | Box, Inc. | BOX | Maintain | Buy (Buy) |
|
Details | ||
| 3/19/2025 | Box, Inc. | BOX | Maintain | Buy (N/A) |
|
Details | ||
| 3/17/2025 | monday.com Ltd. | MNDY | Upgrade | Buy (Neutral) |
255.87 (82.79) |
-67.64% | Details | |
| 3/11/2025 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/5/2025 | Box, Inc. | BOX | Maintain | Buy (Buy) |
|
Details | ||
| 2/27/2025 | c3.ai | AI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2025 | monday.com Ltd. | MNDY | Maintain | Neutral (N/A) |
|
Details | ||
| 12/18/2024 | Box, Inc. | BOX | New Coverage | Buy (N/A) |
32.13 (29.17) |
-9.21% | Details | |
| 12/10/2024 | c3.ai | AI | Maintain | Neutral (N/A) |
|
Details | ||
| 12/6/2024 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 12/5/2024 | c3.ai | AI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/12/2024 | monday.com Ltd. | MNDY | New Coverage | Neutral (N/A) |
275.21 (255.87) |
-7.03% | Details | |
| 10/25/2024 | Progress Software | PRGS | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2024 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/25/2024 | Progress Software | PRGS | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2024 | Progress Software | PRGS | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2024 | Asana | ASAN | New Coverage | Neutral (N/A) |
13.29 (7.31) |
-45% | Details | |
| 6/26/2024 | Progress Software | PRGS | Maintain | Buy (N/A) |
|
Details | ||
| 3/27/2024 | Progress Software | PRGS | New Coverage | Buy (N/A) |
52.65 (37.94) |
-27.94% | Details |
