Ratings by Piper Sandler (Rob Owens)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/11/2026 | CrowdStrike | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/11/2026 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2026 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 6/10/2026 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2026 | CrowdStrike | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2026 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2026 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2026 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2026 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2026 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2026 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2026 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2026 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2026 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2026 | Checkpoint Software | CHKP | Downgrade | Neutral (Overweight) |
139.96 (120.30) |
-14.05% | Details | |
| 4/29/2026 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2026 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2026 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2026 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/18/2026 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2026 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 3/11/2026 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 3/9/2026 | Netskope | NTSK | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2026 | GitLab Inc | GTLB | Downgrade | Neutral (Overweight) |
26.19 (25.83) |
-1.37% | Details | |
| 3/2/2026 | CrowdStrike Holdings | CRWD | Upgrade | Overweight (Neutral) |
381.10 (675.44) |
77.23% | Details | |
| 2/27/2026 | Zscaler | ZS | Maintain | (N/A) |
|
Details | ||
| 2/27/2026 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2026 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2026 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2026 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2026 | Atlassian Corporation | TEAM | Maintain | (N/A) |
|
Details | ||
| 2/4/2026 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2026 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2026 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2026 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2026 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2026 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2026 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | Checkpoint Software | CHKP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2026 | Varonis Systems | VRNS | Upgrade | Overweight (Neutral) |
32.80 (32.71) |
-0.27% | Details | |
| 1/4/2026 | SentinelOne Inc | S | Downgrade | Neutral (Overweight) |
15.00 (14.74) |
-1.73% | Details | |
| 12/12/2025 | Netskope | NTSK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2025 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 12/5/2025 | SentinelOne Inc | S | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2025 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2025 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/21/2025 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2025 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2025 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2025 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2025 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2025 | Qualys | QLYS | Upgrade | Neutral (Underweight) |
125.12 (108.51) |
-13.28% | Details | |
| 10/31/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2025 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/13/2025 | Netskope | NTSK | New Coverage | Overweight (N/A) |
21.96 (8.95) |
-59.24% | Details | |
| 9/30/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2025 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2025 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 9/3/2025 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/29/2025 | SentinelOne Inc | S | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2025 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2025 | CrowdStrike Holdings | CRWD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/19/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2025 | Palo Alto Networks | PANW | Upgrade | Overweight (Neutral) |
167.06 (286.40) |
71.44% | Details | |
| 8/8/2025 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2025 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2025 | Fortinet | FTNT | Downgrade | Neutral (Overweight) |
96.21 (145.39) |
51.12% | Details | |
| 7/31/2025 | CyberArk Software | CYBR | Downgrade | Neutral (Overweight) |
434.48 (408.85) |
-5.9% | Details | |
| 7/24/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/6/2025 | CrowdStrike Holdings | CRWD | Downgrade | Neutral (Overweight) |
496.10 (381.10) |
-23.18% | Details | |
| 6/11/2025 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2025 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/4/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2025 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2025 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/14/2025 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2025 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2025 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/14/2025 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2025 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2025 | SentinelOne Inc | S | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2025 | SailPoint Technologies Holdings | SAIL | New Coverage | Overweight (N/A) |
23.00 (12.63) |
-45.09% | Details | |
| 3/3/2025 | Checkpoint Software | CHKP | Upgrade | Overweight (Neutral) |
216.69 (139.96) |
-35.41% | Details | |
| 2/28/2025 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2025 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2025 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2025 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2025 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2025 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2025 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2025 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2025 | Fortinet | FTNT | Upgrade | Overweight (Neutral) |
94.75 (96.21) |
1.54% | Details | |
| 12/6/2024 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 12/4/2024 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 11/22/2024 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2024 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/18/2024 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2024 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2024 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2024 | SentinelOne Inc | S | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2024 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2024 | SentinelOne Inc | S | Upgrade | Overweight (Neutral) |
25.85 (14.74) |
-42.98% | Details | |
| 9/6/2024 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 8/30/2024 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2024 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2024 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2024 | Qualys | QLYS | Maintain | Underweight (N/A) |
|
Details | ||
| 8/7/2024 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2024 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/2/2024 | Atlassian Corporation | TEAM | Upgrade | Overweight (Neutral) |
176.88 (79.96) |
-54.79% | Details | |
| 6/27/2024 | Dynatrace Inc. | DT | New Coverage | Neutral (N/A) |
43.44 (40.46) |
-6.86% | Details | |
| 5/31/2024 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2024 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 5/30/2024 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 5/22/2024 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2024 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2024 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 3/8/2024 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 2/29/2024 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2024 | Palo Alto Networks | PANW | Downgrade | Neutral (Overweight) |
366.41 (167.06) |
-54.41% | Details | |
| 2/7/2024 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2024 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2024 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2024 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2024 | Qualys | QLYS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/4/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2024 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2024 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2024 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2024 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2024 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2024 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2024 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2023 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2023 | Rapid7 | RPD | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2023 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2023 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2023 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2023 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2023 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2023 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 12/1/2023 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/29/2023 | Okta, Inc | OKTA | Downgrade | Neutral (Overweight) |
72.61 (115.94) |
59.67% | Details | |
| 11/3/2023 | Qualys | QLYS | Maintain | Underweight (N/A) |
|
Details | ||
| 11/3/2023 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2023 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2023 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2023 | Checkpoint Software | CHKP | Upgrade | Neutral (Underweight) |
131.84 (216.69) |
64.36% | Details | |
| 10/26/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2023 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/2/2023 | Splunk | SPLK | Downgrade | Neutral (Overweight) |
146.51 (156.90) |
7.09% | Details | |
| 10/2/2023 | Datadog | DDOG | Upgrade | Overweight (Neutral) |
88.96 (221.37) |
148.84% | Details | |
| 9/8/2023 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/9/2023 | Docusign Inc. | DOCU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2023 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 6/9/2023 | Datadog | DDOG | Maintain | Neutral (N/A) |
|
Details | ||
| 6/8/2023 | Qualys | QLYS | Downgrade | Underweight (Neutral) |
126.62 (125.12) |
-1.18% | Details | |
| 5/5/2023 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/18/2023 | Datadog | DDOG | New Coverage | Neutral (N/A) |
67.32 (221.37) |
228.83% | Details | |
| 3/8/2023 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2023 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2023 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2023 | Splunk | SPLK | Maintain | (N/A) |
|
Details | ||
| 2/22/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2023 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2023 | Sumo Logic Inc. | SUMO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2023 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2023 | Rapid7 | RPD | Downgrade | Neutral (Overweight) |
51.29 (6.34) |
-87.64% | Details | |
| 2/8/2023 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2023 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2023 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2023 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2023 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2023 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2023 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2023 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2023 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2023 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2023 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2023 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2023 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2023 | Checkpoint Software | CHKP | Maintain | Underweight (N/A) |
|
Details | ||
| 12/9/2022 | Docusign Inc. | DOCU | Upgrade | Neutral (Underweight) |
42.08 (42.71) |
1.5% | Details | |
| 12/7/2022 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2022 | Qualys | QLYS | New Coverage | Neutral (N/A) |
123.32 (108.51) |
-12.01% | Details | |
| 12/1/2022 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2022 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2022 | Okta, Inc | OKTA | Maintain | (N/A) |
|
Details | ||
| 11/3/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2022 | Varonis Systems | VRNS | Downgrade | Neutral (Overweight) |
27.00 (32.71) |
21.15% | Details | |
| 11/1/2022 | Varonis Systems | VRNS | Downgrade | Neutral (Overweight) |
27.00 (32.71) |
21.15% | Details | |
| 10/26/2022 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2022 | KnowBe4 Inc. | KNBE | Downgrade | Neutral (Overweight) |
21.59 (24.89) |
15.28% | Details | |
| 8/26/2022 | Sumo Logic Inc. | SUMO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/26/2022 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2022 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2022 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2022 | Docusign Inc. | DOCU | Downgrade | Underweight (Neutral) |
64.07 (42.71) |
-33.34% | Details | |
| 7/13/2022 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2022 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Sumo Logic Inc. | SUMO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2022 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Ping Identity Holding Corp. | PING | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | KnowBe4 Inc. | KNBE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2022 | ForgeRock Inc | FORG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Checkpoint Software | CHKP | Maintain | Underweight (N/A) |
|
Details | ||
| 6/10/2022 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/3/2022 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2022 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2022 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2022 | ForgeRock Inc | FORG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2022 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2022 | KnowBe4 Inc. | KNBE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2022 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2022 | SailPoint Technologies Holdings | SAIL | Downgrade | Neutral (Overweight) |
49.59 (23.00) |
-53.62% | Details | |
| 3/21/2022 | Checkpoint Software | CHKP | Downgrade | Underweight (Neutral) |
138.52 (120.30) |
-13.15% | Details | |
| 3/16/2022 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 3/11/2022 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/9/2022 | Sumo Logic Inc. | SUMO | Maintain | Neutral (N/A) |
|
Details | ||
| 3/8/2022 | Mandiant Inc. | MNDT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2022 | ServiceNow | NOW | Upgrade | Overweight (Neutral) |
495.08 (93.01) |
-81.21% | Details | |
| 1/6/2022 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | Sumo Logic Inc. | SUMO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2022 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | Ping Identity Holding Corp. | PING | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2022 | KnowBe4 Inc. | KNBE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2022 | ForgeRock Inc | FORG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2022 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2021 | Docusign Inc. | DOCU | Downgrade | Neutral (Overweight) |
230.79 (42.71) |
-81.49% | Details | |
| 12/2/2021 | Okta, Inc | OKTA | Upgrade | Overweight (Neutral) |
215.23 (115.94) |
-46.13% | Details | |
| 11/19/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2021 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2021 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2021 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2021 | ServiceNow | NOW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2021 | ForgeRock Inc | FORG | New Coverage | Overweight (N/A) |
33.80 (23.21) |
-31.33% | Details | |
| 9/30/2021 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/14/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2021 | Sumo Logic Inc. | SUMO | Downgrade | Neutral (Overweight) |
20.13 (12.04) |
-40.19% | Details | |
| 9/9/2021 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 8/26/2021 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2021 | McAfee Corp. | MCFE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2021 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2021 | SentinelOne Inc | S | New Coverage | Neutral (N/A) |
46.56 (25.85) |
-44.48% | Details | |
| 7/9/2021 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2021 | ServiceNow | NOW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/9/2021 | KnowBe4 Inc. | KNBE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2021 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/9/2021 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2021 | Docusign Inc. | DOCU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2021 | McAfee Corp. | MCFE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2021 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2021 | KnowBe4 Inc. | KNBE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2021 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 3/10/2021 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2021 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/24/2021 | McAfee Corp. | MCFE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2021 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | Tufin Software Technologies Inc. | TUFN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2021 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | Sumo Logic Inc. | SUMO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | ServiceNow | NOW | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2021 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2021 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2021 | Docusign Inc. | DOCU | Upgrade | Overweight (Neutral) |
222.41 (42.71) |
-80.8% | Details | |
| 1/5/2021 | Fortinet | FTNT | Downgrade | Neutral (Overweight) |
145.56 (94.75) |
-34.91% | Details | |
| 1/5/2021 | Okta, Inc | OKTA | Downgrade | Neutral (Overweight) |
250.67 (115.94) |
-53.75% | Details | |
| 12/14/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2020 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2020 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2020 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2020 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2020 | Proofpoint | PFPT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2020 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2020 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2020 | ServiceNow | NOW | Maintain | Neutral (N/A) |
|
Details | ||
| 6/25/2020 | Varonis Systems | VRNS | New Coverage | Overweight (N/A) |
89.67 (32.71) |
-63.52% | Details | |
| 6/16/2020 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/8/2020 | Okta, Inc | OKTA | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/5/2020 | Docusign Inc. | DOCU | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/22/2020 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2020 | ServiceNow | NOW | Downgrade | Neutral (Overweight) |
296.00 (93.01) |
-68.58% | Details | |
| 4/6/2020 | Proofpoint | PFPT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2020 | Palo Alto Networks | PANW | Upgrade | Overweight (Neutral) |
139.11 (286.40) |
105.88% | Details | |
| 3/23/2020 | CyberArk Software | CYBR | Upgrade | Overweight (Neutral) |
75.54 (434.48) |
475.17% | Details | |
| 2/25/2020 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2020 | CyberArk Software | CYBR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2020 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2020 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2020 | Tufin Software Technologies Inc. | TUFN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/7/2020 | Tufin Software Technologies Inc. | TUFN | New Coverage | Neutral (N/A) |
17.62 (12.94) |
-26.56% | Details | |
| 11/19/2019 | Fortinet | FTNT | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/8/2019 | Splunk | SPLK | New Coverage | Overweight (N/A) |
123.40 (156.90) |
27.15% | Details | |
| 11/8/2019 | ServiceNow | NOW | New Coverage | Overweight (N/A) |
241.35 (93.01) |
-61.46% | Details | |
| 11/8/2019 | SailPoint Technologies Holdings | SAIL | New Coverage | Overweight (N/A) |
20.14 (12.63) |
-37.29% | Details | |
| 11/8/2019 | Proofpoint | PFPT | New Coverage | Overweight (N/A) |
114.33 (175.90) |
53.85% | Details | |
| 11/8/2019 | Palo Alto Networks | PANW | New Coverage | Neutral (N/A) |
232.69 (286.40) |
23.08% | Details | |
| 11/8/2019 | Okta, Inc | OKTA | New Coverage | Overweight (N/A) |
108.23 (115.94) |
7.12% | Details | |
| 11/8/2019 | Fortinet | FTNT | New Coverage | Overweight (N/A) |
93.11 (145.39) |
56.15% | Details | |
| 11/8/2019 | Docusign Inc. | DOCU | New Coverage | Neutral (N/A) |
66.08 (42.71) |
-35.37% | Details | |
| 11/8/2019 | CyberArk Software | CYBR | New Coverage | Neutral (N/A) |
115.37 (408.85) |
254.38% | Details | |
| 11/8/2019 | Checkpoint Software | CHKP | New Coverage | Neutral (N/A) |
113.74 (120.30) |
5.77% | Details |
