Ratings by Barclays (Saket Kalia)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/12/2026 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/12/2026 | Adobe | ADBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/11/2026 | Hinge Health Inc | HNGE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2026 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2026 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2026 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2026 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2026 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2026 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2026 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/19/2026 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/19/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/14/2026 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2026 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2026 | Omada Health Inc | OMDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2026 | Gen Digital Inc | GEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2026 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2026 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2026 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2026 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2026 | Rapid7 | RPD | Maintain | Underweight (N/A) |
|
Details | ||
| 5/6/2026 | Intapp, Inc | INTA | Maintain | Underweight (N/A) |
|
Details | ||
| 5/6/2026 | Hinge Health Inc | HNGE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2026 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2026 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/30/2026 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2026 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2026 | Okta, Inc | OKTA | Upgrade | Overweight (Equalweight) |
72.01 (117.00) |
62.48% | Details | |
| 4/13/2026 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/13/2026 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2026 | Intapp, Inc | INTA | Maintain | Underweight (N/A) |
|
Details | ||
| 4/13/2026 | Gen Digital Inc | GEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/13/2026 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/1/2026 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/30/2026 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/30/2026 | Definitive Healthcare Corp | DH | Maintain | Underweight (N/A) |
|
Details | ||
| 3/24/2026 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/17/2026 | PTC Inc. | PTC | New Coverage | Overweight (N/A) |
155.89 (112.50) |
-27.83% | Details | |
| 3/16/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2026 | Adobe | ADBE | Downgrade | Equalweight (Overweight) |
273.71 (192.00) |
-29.85% | Details | |
| 3/6/2026 | Omada Health Inc | OMDA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2026 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2026 | Rubrik Inc | RBRK | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/3/2026 | Omada Health Inc | OMDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2026 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/25/2026 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2026 | Okta, Inc | OKTA | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/20/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2026 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/13/2026 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2026 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2026 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/12/2026 | Rapid7 | RPD | Maintain | Underweight (N/A) |
|
Details | ||
| 2/11/2026 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2026 | Hinge Health Inc | HNGE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2026 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | Gen Digital Inc | GEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/5/2026 | Intapp, Inc | INTA | Maintain | Underweight (N/A) |
|
Details | ||
| 2/5/2026 | CyberArk Software | CYBR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/4/2026 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2026 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/5/2026 | Omada Health Inc | OMDA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | Intapp, Inc | INTA | Maintain | Underweight (N/A) |
|
Details | ||
| 1/5/2026 | Hinge Health Inc | HNGE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2026 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/5/2026 | Rapid7 | RPD | Downgrade | Underweight (Equalweight) |
15.20 (6.92) |
-54.47% | Details | |
| 1/5/2026 | Procore Technologies, Inc | PCOR | Upgrade | Overweight (Equalweight) |
72.74 (38.65) |
-46.87% | Details | |
| 12/9/2025 | Definitive Healthcare Corp | DH | Maintain | Underweight (N/A) |
|
Details | ||
| 12/5/2025 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2025 | Cloudflare Inc. | NET | New Coverage | Overweight (N/A) |
200.21 (217.87) |
8.82% | Details | |
| 11/21/2025 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2025 | Okta, Inc | OKTA | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/14/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/12/2025 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2025 | EverCommerce Inc | EVCM | Maintain | Underweight (N/A) |
|
Details | ||
| 11/7/2025 | Omada Health Inc | OMDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2025 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2025 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2025 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2025 | Hinge Health Inc | HNGE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2025 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2025 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2025 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2025 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/22/2025 | Omada Health Inc | OMDA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2025 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2025 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/14/2025 | Intapp, Inc | INTA | Maintain | Underweight (N/A) |
|
Details | ||
| 10/14/2025 | EverCommerce Inc | EVCM | Downgrade | Underweight (Equalweight) |
10.78 (8.87) |
-17.72% | Details | |
| 10/14/2025 | CyberArk Software | CYBR | Downgrade | Equalweight (Overweight) |
493.52 (408.85) |
-17.16% | Details | |
| 10/14/2025 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/14/2025 | CCC Intelligent Solutions Holdings Inc. | CCCS | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/18/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/12/2025 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2025 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2025 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/3/2025 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2025 | Veeva Systems | VEEV | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/28/2025 | Okta, Inc | OKTA | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/27/2025 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2025 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2025 | Okta, Inc | OKTA | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 8/13/2025 | Intapp, Inc | INTA | Maintain | Underweight (N/A) |
|
Details | ||
| 8/12/2025 | MeridianLink | MLNK | Maintain | Underweight (N/A) |
|
Details | ||
| 8/8/2025 | Omada Health Inc | OMDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2025 | Gen Digital Inc | GEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2025 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2025 | Hinge Health Inc | HNGE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2025 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2025 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2025 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2025 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2025 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2025 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/14/2025 | PTC Inc. | PTC | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/14/2025 | Procore Technologies, Inc | PCOR | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/14/2025 | Intapp, Inc | INTA | Downgrade | Underweight (Equalweight) |
46.95 (22.18) |
-52.76% | Details | |
| 7/14/2025 | Hinge Health Inc | HNGE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2025 | Gen Digital Inc | GEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/14/2025 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/14/2025 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2025 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/1/2025 | Omada Health Inc | OMDA | New Coverage | Overweight (N/A) |
0.00 (18.77) |
0% | Details | |
| 6/16/2025 | Hinge Health Inc | HNGE | New Coverage | Overweight (N/A) |
0.00 (70.70) |
0% | Details | |
| 6/12/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2025 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2025 | Veeva Systems | VEEV | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/29/2025 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2025 | Okta, Inc | OKTA | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/28/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2025 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2025 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2025 | Okta, Inc | OKTA | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/14/2025 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/7/2025 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2025 | Procore Technologies, Inc | PCOR | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/30/2025 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/25/2025 | Tyler Tech | TYL | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/2/2025 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2025 | SailPoint Technologies Holdings | SAIL | New Coverage | Overweight (N/A) |
22.05 (12.64) |
-42.68% | Details | |
| 3/7/2025 | MeridianLink | MLNK | Maintain | Underweight (N/A) |
|
Details | ||
| 3/5/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2025 | Okta, Inc | OKTA | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/3/2025 | Definitive Healthcare Corp | DH | Maintain | Underweight (N/A) |
|
Details | ||
| 3/3/2025 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/21/2025 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/21/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2025 | Okta, Inc | OKTA | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/14/2025 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2025 | Procore Technologies, Inc | PCOR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/13/2025 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2025 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2025 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/5/2025 | Intapp, Inc | INTA | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/31/2025 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/13/2025 | Definitive Healthcare Corp | DH | Downgrade | Underweight (Equalweight) |
4.22 (0.76) |
-81.99% | Details | |
| 1/6/2025 | nCino Inc. | NCNO | Upgrade | Overweight (Equalweight) |
33.41 (14.37) |
-56.99% | Details | |
| 12/12/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2024 | Okta, Inc | OKTA | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/25/2024 | nCino Inc. | NCNO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/22/2024 | Procore Technologies, Inc | PCOR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/21/2024 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2024 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2024 | Okta, Inc | OKTA | New Coverage | Equalweight (N/A) |
73.66 (72.01) |
-2.24% | Details | |
| 11/18/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2024 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2024 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2024 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2024 | Tenable | TENB | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 10/31/2024 | Procore Technologies, Inc | PCOR | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 10/31/2024 | Gen Digital Inc | GEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2024 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2024 | Checkpoint Software | CHKP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2024 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2024 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2024 | CCC Intelligent Solutions Holdings Inc. | CCCS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2024 | Gen Digital Inc | GEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2024 | Procore Technologies, Inc | PCOR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2024 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2024 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2024 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | Procore Technologies, Inc | PCOR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2024 | Gen Digital Inc | GEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2024 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2024 | CyberArk Software | CYBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/7/2024 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2024 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2024 | Tyler Tech | TYL | Upgrade | Overweight (Equalweight) |
581.55 (282.78) |
-51.37% | Details | |
| 10/7/2024 | Intapp, Inc | INTA | Downgrade | Equalweight (Overweight) |
47.07 (22.18) |
-52.88% | Details | |
| 9/4/2024 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/3/2024 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/26/2024 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2024 | Intapp, Inc | INTA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2024 | MeridianLink | MLNK | Maintain | Underweight (N/A) |
|
Details | ||
| 8/7/2024 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2024 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2024 | Definitive Healthcare Corp | DH | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 8/2/2024 | Gen Digital Inc | GEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/2/2024 | Procore Technologies, Inc | PCOR | Downgrade | Equalweight (Overweight) |
71.03 (38.65) |
-45.59% | Details | |
| 8/1/2024 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2024 | Definitive Healthcare Corp | DH | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2024 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2024 | Tyler Tech | TYL | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/25/2024 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/11/2024 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2024 | Tyler Tech | TYL | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/11/2024 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/11/2024 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2024 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/11/2024 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/14/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2024 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2024 | PowerSchool Holdings Inc. | PWSC | Downgrade | Equalweight (Overweight) |
22.37 (22.81) |
1.97% | Details | |
| 6/5/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2024 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2024 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2024 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2024 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2024 | Rubrik Inc | RBRK | New Coverage | Overweight (N/A) |
34.86 (70.78) |
103.04% | Details | |
| 5/16/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2024 | Definitive Healthcare Corp | DH | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2024 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2024 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/2/2024 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2024 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2024 | Intapp, Inc | INTA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/11/2024 | Gen Digital Inc | GEN | Downgrade | Equalweight (Overweight) |
22.66 (23.33) |
2.96% | Details | |
| 3/15/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2024 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2024 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2024 | Definitive Healthcare Corp | DH | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/29/2024 | CCC Intelligent Solutions Holdings Inc. | CCCS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/29/2024 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/28/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2024 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2024 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/22/2024 | ANSYS | ANSS | Maintain | Underweight (N/A) |
|
Details | ||
| 2/21/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2024 | Tyler Tech | TYL | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/15/2024 | Intapp, Inc | INTA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2024 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | CyberArk Software | CYBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/8/2024 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2024 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2024 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2024 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/4/2024 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/4/2024 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2024 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/4/2024 | ANSYS | ANSS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/4/2024 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/4/2024 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/27/2023 | Definitive Healthcare Corp | DH | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2023 | Adobe | ADBE | Upgrade | Overweight (Equalweight) |
584.68 (192.00) |
-67.16% | Details | |
| 12/7/2023 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 11/29/2023 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/16/2023 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/16/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2023 | Intapp, Inc | INTA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2023 | Gen Digital Inc | GEN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2023 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2023 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/3/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | ANSYS | ANSS | Maintain | Underweight (N/A) |
|
Details | ||
| 10/31/2023 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2023 | Varonis Systems | VRNS | Upgrade | Overweight (Equalweight) |
30.43 (36.80) |
20.93% | Details | |
| 10/13/2023 | Fortinet | FTNT | Downgrade | Equalweight (Overweight) |
58.97 (147.95) |
150.89% | Details | |
| 10/9/2023 | Zscaler | ZS | Upgrade | Overweight (Equalweight) |
153.30 (171.00) |
11.55% | Details | |
| 10/9/2023 | Tenable | TENB | Downgrade | Equalweight (Overweight) |
44.39 (27.58) |
-37.87% | Details | |
| 9/21/2023 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/15/2023 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/15/2023 | Adobe | ADBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/13/2023 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 9/13/2023 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2023 | SecureWorks | SCWX | Maintain | Underweight (N/A) |
|
Details | ||
| 9/8/2023 | Adobe | ADBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/6/2023 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/6/2023 | Intapp, Inc | INTA | New Coverage | Overweight (N/A) |
36.93 (22.18) |
-39.94% | Details | |
| 8/31/2023 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2023 | nCino Inc. | NCNO | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/25/2023 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/22/2023 | nCino Inc. | NCNO | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/11/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2023 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2023 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2023 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2023 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/2/2023 | CCC Intelligent Solutions Holdings Inc. | CCCS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/27/2023 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/27/2023 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/14/2023 | Tyler Tech | TYL | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/14/2023 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2023 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2023 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2023 | MeridianLink | MLNK | Maintain | Underweight (N/A) |
|
Details | ||
| 7/14/2023 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2023 | CCC Intelligent Solutions Holdings Inc. | CCCS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/14/2023 | ANSYS | ANSS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/14/2023 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/14/2023 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/23/2023 | Veeva Systems | VEEV | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2023 | Adobe | ADBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/2/2023 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/24/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2023 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2023 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/10/2023 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2023 | Definitive Healthcare Corp | DH | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/2/2023 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/28/2023 | Tyler Tech | TYL | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/27/2023 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2023 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2023 | Tyler Tech | TYL | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/13/2023 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2023 | ANSYS | ANSS | Maintain | Underweight (N/A) |
|
Details | ||
| 4/13/2023 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/29/2023 | nCino Inc. | NCNO | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/24/2023 | SecureWorks | SCWX | Maintain | Underweight (N/A) |
|
Details | ||
| 3/17/2023 | Adobe | ADBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/15/2023 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/8/2023 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2023 | MeridianLink | MLNK | Maintain | Underweight (N/A) |
|
Details | ||
| 2/24/2023 | ANSYS | ANSS | Maintain | Underweight (N/A) |
|
Details | ||
| 2/24/2023 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/23/2023 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2023 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/9/2023 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2023 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2023 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/2/2023 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2023 | Duck Creek Technologies | DCT | Downgrade | Equalweight (Overweight) |
19.03 (18.99) |
-0.21% | Details | |
| 1/11/2023 | MeridianLink | MLNK | Downgrade | Underweight (Equalweight) |
14.75 (20.01) |
35.66% | Details | |
| 1/10/2023 | Tyler Tech | TYL | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/10/2023 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/10/2023 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | ANSYS | ANSS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/4/2023 | Rapid7 | RPD | Downgrade | Equalweight (Overweight) |
33.98 (6.92) |
-79.64% | Details | |
| 1/4/2023 | Veeva Systems | VEEV | Upgrade | Overweight (Equalweight) |
161.38 (158.73) |
-1.64% | Details | |
| 12/16/2022 | Adobe | ADBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/2/2022 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/2/2022 | SecureWorks | SCWX | Maintain | Underweight (N/A) |
|
Details | ||
| 12/1/2022 | nCino Inc. | NCNO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/30/2022 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2022 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/18/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2022 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2022 | MeridianLink | MLNK | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2022 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/7/2022 | NortonLifelock | NLOK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2022 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2022 | Tyler Tech | TYL | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/26/2022 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2022 | CCC Intelligent Solutions Holdings Inc. | CCCS | New Coverage | Equalweight (N/A) |
8.60 (8.75) |
1.74% | Details | |
| 10/13/2022 | Adobe | ADBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/12/2022 | Duck Creek Technologies | DCT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2022 | Tyler Tech | TYL | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2022 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2022 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2022 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2022 | ANSYS | ANSS | Maintain | Underweight (N/A) |
|
Details | ||
| 10/11/2022 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/16/2022 | Adobe | ADBE | Downgrade | Equalweight (Overweight) |
371.52 (192.00) |
-48.32% | Details | |
| 9/9/2022 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/8/2022 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/31/2022 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2022 | Veeva Systems | VEEV | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/23/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2022 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2022 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2022 | MeridianLink | MLNK | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/10/2022 | ANSYS | ANSS | Maintain | Underweight (N/A) |
|
Details | ||
| 8/10/2022 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2022 | NortonLifelock | NLOK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2022 | ANSYS | ANSS | Maintain | Underweight (N/A) |
|
Details | ||
| 8/4/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2022 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2022 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/3/2022 | Ping Identity Holding Corp. | PING | Downgrade | Equalweight (Overweight) |
17.47 (28.50) |
63.14% | Details | |
| 8/2/2022 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/29/2022 | Tyler Tech | TYL | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/27/2022 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2022 | Tyler Tech | TYL | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2022 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | Ping Identity Holding Corp. | PING | Maintain | Overweight (N/A) |
|
Details | ||
| 6/30/2022 | Duck Creek Technologies | DCT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/28/2022 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/17/2022 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2022 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2022 | nCino Inc. | NCNO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/27/2022 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/23/2022 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2022 | MeridianLink | MLNK | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2022 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2022 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/5/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2022 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2022 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2022 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2022 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/12/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2022 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/1/2022 | nCino Inc. | NCNO | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/1/2022 | Duck Creek Technologies | DCT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/30/2022 | Duck Creek Technologies | DCT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/29/2022 | Fortinet | FTNT | Upgrade | Overweight (Equalweight) |
332.73 (147.95) |
-55.53% | Details | |
| 3/14/2022 | Tyler Tech | TYL | New Coverage | Equalweight (N/A) |
408.13 (282.78) |
-30.71% | Details | |
| 3/10/2022 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2022 | Veeva Systems | VEEV | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/28/2022 | Veeva Systems | VEEV | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/28/2022 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/23/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2022 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2022 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2022 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/9/2022 | Mandiant Inc. | MNDT | Maintain | Underweight (N/A) |
|
Details | ||
| 2/4/2022 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/2/2022 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2022 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/19/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2022 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2022 | Ping Identity Holding Corp. | PING | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2022 | MeridianLink | MLNK | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/19/2022 | Mandiant Inc. | MNDT | Maintain | Underweight (N/A) |
|
Details | ||
| 1/19/2022 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2022 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/19/2022 | Alarm.com | ALRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/19/2022 | Mimecast Limited | MIME | Downgrade | Equalweight (Overweight) |
80.36 (79.92) |
-0.55% | Details | |
| 1/11/2022 | nCino Inc. | NCNO | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/7/2022 | Duck Creek Technologies | DCT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2021 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2021 | Duck Creek Technologies | DCT | Upgrade | Overweight (Equalweight) |
28.21 (18.99) |
-32.68% | Details | |
| 11/5/2021 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2021 | NortonLifelock | NLOK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2021 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2021 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2021 | ANSYS | ANSS | Maintain | Underweight (N/A) |
|
Details | ||
| 11/4/2021 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2021 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2021 | Ping Identity Holding Corp. | PING | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2021 | MeridianLink | MLNK | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/3/2021 | Mimecast Limited | MIME | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2021 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/15/2021 | Duck Creek Technologies | DCT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2021 | Tufin Software Technologies Inc. | TUFN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2021 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2021 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2021 | Mimecast Limited | MIME | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2021 | MeridianLink | MLNK | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2021 | Mandiant Inc. | MNDT | Maintain | Underweight (N/A) |
|
Details | ||
| 10/13/2021 | Fortinet | FTNT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2021 | Datto Holding Corp. | MSP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2021 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2021 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/16/2021 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/14/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2021 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/8/2021 | MeridianLink | MLNK | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/3/2021 | SecureWorks | SCWX | Upgrade | Equalweight (N/A) |
21.85 (8.51) |
-61.05% | Details | |
| 9/2/2021 | nCino Inc. | NCNO | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/30/2021 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2021 | MeridianLink | MLNK | New Coverage | Equalweight (N/A) |
24.47 (20.01) |
-18.23% | Details | |
| 8/23/2021 | PowerSchool Holdings Inc. | PWSC | New Coverage | Overweight (N/A) |
25.57 (22.37) |
-12.51% | Details | |
| 8/13/2021 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2021 | Datto Holding Corp. | MSP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2021 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2021 | Alarm.com | ALRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2021 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2021 | Ping Identity Holding Corp. | PING | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2021 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/28/2021 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2021 | NortonLifelock | NLOK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2021 | NortonLifelock | NLOK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2021 | Alkami Technology Inc | ALKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2021 | Alarm.com | ALRM | New Coverage | Equalweight (N/A) |
86.87 (43.83) |
-49.55% | Details | |
| 7/9/2021 | Duck Creek Technologies | DCT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/8/2021 | FireEye, Inc | FEYE | Maintain | Underweight (N/A) |
|
Details | ||
| 6/18/2021 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/14/2021 | Procore Technologies, Inc | PCOR | New Coverage | Overweight (N/A) |
86.59 (38.65) |
-55.36% | Details | |
| 5/28/2021 | Veeva Systems | VEEV | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/24/2021 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/19/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/14/2021 | Tufin Software Technologies Inc. | TUFN | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/10/2021 | Alkami Technology Inc | ALKT | New Coverage | Equalweight (N/A) |
41.93 (15.91) |
-62.06% | Details | |
| 5/6/2021 | Ping Identity Holding Corp. | PING | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2021 | FireEye, Inc | FEYE | Maintain | Underweight (N/A) |
|
Details | ||
| 4/16/2021 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2021 | Tufin Software Technologies Inc. | TUFN | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2021 | Ping Identity Holding Corp. | PING | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2021 | Duck Creek Technologies | DCT | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/29/2021 | nCino Inc. | NCNO | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/12/2021 | Datto Holding Corp. | MSP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2021 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2021 | ANSYS | ANSS | Maintain | Underweight (N/A) |
|
Details | ||
| 2/25/2021 | Ping Identity Holding Corp. | PING | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2021 | Tenable | TENB | New Coverage | Overweight (N/A) |
44.00 (27.58) |
-37.32% | Details | |
| 2/10/2021 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2021 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/3/2021 | FireEye, Inc | FEYE | Maintain | Underweight (N/A) |
|
Details | ||
| 1/21/2021 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/21/2021 | Ping Identity Holding Corp. | PING | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2021 | FireEye, Inc | FEYE | Maintain | Underweight (N/A) |
|
Details | ||
| 1/15/2021 | Tufin Software Technologies Inc. | TUFN | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/6/2021 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2020 | Pluralsight | PS | Downgrade | Equalweight (Overweight) |
20.58 (31.40) |
52.58% | Details | |
| 12/17/2020 | Datto Holding Corp. | MSP | Upgrade | Overweight (Equalweight) |
26.37 (35.18) |
33.41% | Details | |
| 12/17/2020 | Varonis Systems | VRNS | Downgrade | Equalweight (Overweight) |
142.78 (36.80) |
-74.23% | Details | |
| 12/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/30/2020 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2020 | FireEye, Inc | FEYE | Downgrade | Underweight (Equalweight) |
14.24 (17.27) |
21.28% | Details | |
| 11/17/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/16/2020 | Datto Holding Corp. | MSP | New Coverage | Equalweight (N/A) |
30.86 (35.18) |
14% | Details | |
| 11/11/2020 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2020 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2020 | Ping Identity Holding Corp. | PING | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2020 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2020 | Duck Creek Technologies | DCT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/12/2020 | Tufin Software Technologies Inc. | TUFN | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/16/2020 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/15/2020 | CyberArk Software | CYBR | Upgrade | Overweight (Equalweight) |
97.95 (408.85) |
317.41% | Details | |
| 9/10/2020 | nCino Inc. | NCNO | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/9/2020 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2020 | Duck Creek Technologies | DCT | New Coverage | Equalweight (N/A) |
37.21 (18.99) |
-48.97% | Details | |
| 9/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/31/2020 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2020 | Veeva Systems | VEEV | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/25/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2020 | nCino Inc. | NCNO | New Coverage | Equalweight (N/A) |
75.33 (33.41) |
-55.65% | Details | |
| 8/7/2020 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2020 | NortonLifelock | NLOK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2020 | CyberArk Software | CYBR | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2020 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2020 | Pluralsight | PS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2020 | FireEye, Inc | FEYE | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/20/2020 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | ANSYS | ANSS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/14/2020 | Ping Identity Holding Corp. | PING | Maintain | Overweight (N/A) |
|
Details | ||
| 6/23/2020 | Tufin Software Technologies Inc. | TUFN | Downgrade | Equalweight (Overweight) |
11.28 (12.94) |
14.72% | Details | |
| 6/23/2020 | Varonis Systems | VRNS | Upgrade | Overweight (Equalweight) |
87.50 (36.80) |
-57.94% | Details | |
| 6/17/2020 | Pluralsight | PS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2020 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2020 | Veeva Systems | VEEV | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/22/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2020 | NortonLifelock | NLOK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2020 | NortonLifelock | NLOK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/14/2020 | CyberArk Software | CYBR | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2020 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2020 | Ping Identity Holding Corp. | PING | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2020 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2020 | FireEye, Inc | FEYE | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/24/2020 | Tufin Software Technologies Inc. | TUFN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2020 | NortonLifelock | NLOK | Upgrade | Overweight (Equalweight) |
26.02 (21.66) |
-16.76% | Details | |
| 12/13/2019 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/27/2019 | Veeva Systems | VEEV | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/27/2019 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2019 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2019 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2019 | Ping Identity Holding Corp. | PING | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2019 | Carbonite | CARB | Upgrade | Equalweight (Underweight) |
18.40 (22.98) |
24.89% | Details | |
| 11/8/2019 | NortonLifelock | NLOK | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/7/2019 | CyberArk Software | CYBR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2019 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2019 | NortonLifelock | NLOK | New Coverage | Equalweight (N/A) |
0.14 (21.66) |
15371.43% | Details | |
| 11/5/2019 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2019 | PTC Inc. | PTC | New Coverage | Overweight (N/A) |
66.91 (155.89) |
132.98% | Details | |
| 10/28/2019 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2019 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2019 | Ping Identity Holding Corp. | PING | New Coverage | Overweight (N/A) |
16.08 (28.50) |
77.24% | Details | |
| 10/7/2019 | CyberArk Software | CYBR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2019 | Carbonite | CARB | Maintain | Underweight (N/A) |
|
Details | ||
| 8/28/2019 | Veeva Systems | VEEV | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2019 | Pluralsight | PS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2019 | FireEye, Inc | FEYE | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/26/2019 | Carbonite | CARB | Downgrade | Underweight (Overweight) |
24.27 (18.40) |
-24.19% | Details | |
| 7/19/2019 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2019 | CrowdStrike Holdings | CRWD | New Coverage | Overweight (N/A) |
67.24 (681.81) |
913.99% | Details | |
| 5/30/2019 | Veeva Systems | VEEV | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/30/2019 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2019 | Tufin Software Technologies Inc. | TUFN | New Coverage | Overweight (N/A) |
21.42 (12.94) |
-39.59% | Details | |
| 5/2/2019 | Pluralsight | PS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2019 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/12/2019 | CyberArk Software | CYBR | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/28/2019 | Carbonite | CARB | New Coverage | Overweight (N/A) |
25.26 (24.27) |
-3.92% | Details | |
| 3/20/2019 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2019 | Veeva Systems | VEEV | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/25/2019 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2019 | Veeva Systems | VEEV | New Coverage | Equalweight (N/A) |
120.81 (158.73) |
31.39% | Details | |
| 2/14/2019 | Pluralsight | PS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2019 | CyberArk Software | CYBR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2019 | FireEye, Inc | FEYE | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/9/2019 | Carbonite | CARB | Upgrade | Overweight (Equalweight) |
26.56 (25.26) |
-4.89% | Details | |
| 11/9/2018 | Mimecast Limited | MIME | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2018 | ANSYS | ANSS | Maintain | Underweight (N/A) |
|
Details | ||
| 11/8/2018 | CyberArk Software | CYBR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/7/2018 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2018 | Carbonite | CARB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/26/2018 | Ellie Mae | ELLI | Downgrade | Equalweight (Overweight) |
79.77 (98.99) |
24.09% | Details | |
| 10/25/2018 | Pluralsight | PS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/12/2018 | Adobe | ADBE | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/7/2018 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2018 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 9/6/2018 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2018 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2018 | Pluralsight | PS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2018 | Autodesk | ADSK | Maintain | Overweight (N/A) |
|
Details |

