Ratings by William Blair (Robert Napoli)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/15/2026 | Payoneer | PAYO | Downgrade | Market Perform (Outperform) |
6.75 (7.08) |
4.89% | Details | |
| 4/1/2026 | nCino Inc. | NCNO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2025 | Green Dot | GDOT | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/10/2025 | nCino Inc. | NCNO | Upgrade | Outperform (Market Perform) |
25.50 (14.75) |
-42.16% | Details | |
| 8/11/2025 | MeridianLink | MLNK | Downgrade | Market Perform (Outperform) |
15.88 (20.01) |
26.01% | Details | |
| 6/13/2025 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2025 | nCino Inc. | NCNO | Downgrade | Market Perform (Outperform) |
28.12 (25.50) |
-9.32% | Details | |
| 1/27/2025 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2024 | Marqeta Inc. | MQ | Downgrade | Market Perform (Outperform) |
5.95 (3.90) |
-34.45% | Details | |
| 3/9/2023 | LoanDepot Inc | LDI | Downgrade | Market Perform (Outperform) |
1.89 (1.20) |
-36.51% | Details | |
| 1/9/2023 | Paya Holdings | PAYA | Downgrade | Market Perform (Outperform) |
7.79 (9.74) |
25.03% | Details | |
| 12/12/2022 | Coupa Software | COUP | Downgrade | Market Perform (Outperform) |
62.09 (80.97) |
30.41% | Details | |
| 10/17/2022 | Green Dot | GDOT | Downgrade | Market Perform (Outperform) |
19.52 (13.52) |
-30.74% | Details | |
| 10/7/2022 | BTRS Holdings Inc. | BTRS | Downgrade | Market Perform (Outperform) |
9.31 (9.49) |
1.93% | Details | |
| 8/26/2022 | Forge Global Holdings Inc | FRGE | New Coverage | Market Perform (N/A) |
3.33 (45.00) |
1251.35% | Details | |
| 8/2/2022 | EVO Payments | EVOP | Downgrade | Market Perform (Outperform) |
27.34 (33.99) |
24.32% | Details | |
| 11/1/2021 | MoneyGram International | MGI | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/23/2021 | MeridianLink | MLNK | New Coverage | Outperform (N/A) |
25.49 (15.88) |
-37.7% | Details | |
| 8/3/2021 | Payoneer | PAYO | New Coverage | Outperform (N/A) |
9.77 (6.75) |
-30.91% | Details | |
| 7/16/2021 | nCino Inc. | NCNO | New Coverage | Outperform (N/A) |
63.63 (14.75) |
-76.82% | Details | |
| 7/6/2021 | Marqeta Inc. | MQ | New Coverage | Outperform (N/A) |
28.10 (3.90) |
-86.12% | Details | |
| 6/21/2021 | Flywire | FLYW | New Coverage | Outperform (N/A) |
33.85 (16.50) |
-51.26% | Details | |
| 5/10/2021 | Alkami Technology Inc | ALKT | New Coverage | Outperform (N/A) |
38.65 (15.80) |
-59.12% | Details | |
| 3/10/2021 | LoanDepot Inc | LDI | New Coverage | Outperform (N/A) |
19.22 (1.20) |
-93.76% | Details | |
| 3/4/2021 | Open Lending | LPRO | New Coverage | Outperform (N/A) |
38.65 (3.11) |
-91.95% | Details | |
| 2/8/2021 | BTRS Holdings Inc. | BTRS | New Coverage | Outperform (N/A) |
17.00 (9.31) |
-45.24% | Details | |
| 1/13/2021 | Paya Holdings | PAYA | New Coverage | Outperform (N/A) |
13.49 (9.74) |
-27.8% | Details | |
| 7/22/2020 | Capital One Financial | COF | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/27/2020 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2020 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2020 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2020 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2020 | Coupa Software | COUP | New Coverage | Outperform (N/A) |
161.15 (80.97) |
-49.75% | Details | |
| 12/10/2019 | American Express | AXP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2019 | USA Technologies | USAT | New Coverage | Outperform (N/A) |
4.36 (12.16) |
178.9% | Details | |
| 7/15/2019 | Alliance Data Systems | ADS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/27/2019 | WageWorks | WAGE | Downgrade | Market Perform (Outperform) |
51.65 (51.34) |
-0.6% | Details | |
| 6/21/2019 | Thunder Bridge Acquisition | TBRG | New Coverage | Outperform (N/A) |
10.37 (26.15) |
152.17% | Details | |
| 6/18/2019 | MoneyGram International | MGI | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/2/2019 | Q2 Holdings | QTWO | New Coverage | Outperform (N/A) |
69.26 (44.89) |
-35.19% | Details | |
| 10/30/2018 | Elevate Credit Inc | ELVT | Downgrade | Market Perform (Outperform) |
6.52 (1.87) |
-71.32% | Details |
