Ratings by William Blair (Stephen Sheldon)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
4/30/2026 Jones Lang LaSalle JLL Maintain Outperform
(N/A)
 
 
  Details
3/18/2026 CoStar Group CSGP Maintain Outperform
(N/A)
 
 
  Details
3/13/2026 PAR Technology PAR Maintain Outperform
(N/A)
 
 
  Details
3/5/2026 Zillow Z Maintain Market Perform
(N/A)
 
 
  Details
3/4/2026 Real Brokerage Inc. REAX Maintain Outperform
(N/A)
 
 
  Details
3/3/2026 CoStar Group CSGP Maintain Outperform
(N/A)
 
 
  Details
3/2/2026 Agilysys Inc AGYS Maintain Outperform
(N/A)
 
 
  Details
2/12/2026 CBRE Group CBRE Maintain Outperform
(N/A)
 
 
  Details
1/30/2026 AppFolio APPF Maintain Outperform
(N/A)
 
 
  Details
11/6/2025 LegalZoom.com Inc LZ Upgrade Outperform
(Market Perform)
9.92
(5.50)
-44.56% Details
11/6/2025 LegalZoom.com Inc LZ Upgrade Outperform
(Market Perform)
9.92
(9.92)
0% Details
8/18/2025 McGraw Hill MH New Coverage Outperform
(N/A)
13.35
(9.68)
-27.49% Details
4/24/2025 CBRE Group CBRE Maintain Outperform
(N/A)
 
 
  Details
4/21/2025 Zillow Z New Coverage Market Perform
(N/A)
62.57
(32.11)
-48.68% Details
3/12/2025 Udemy Inc UDMY Downgrade Market Perform
(Outperform)
9.16
(4.63)
-49.45% Details
3/7/2025 American Public Education APEI Upgrade Outperform
(Market Perform)
20.28
(52.72)
159.96% Details
9/16/2024 LegalZoom.com Inc LZ New Coverage Market Perform
(N/A)
6.77
(9.92)
46.53% Details
7/25/2024 Instructure, Inc. INST Downgrade Market Perform
(Outperform)
22.73
(23.60)
3.83% Details
6/24/2024 Agilysys Inc AGYS New Coverage Outperform
(N/A)
98.44
(87.51)
-11.1% Details
6/7/2024 PowerSchool Holdings Inc. PWSC Downgrade Market Perform
(Outperform)
22.37
(22.81)
1.97% Details
2/13/2024 2U, Inc. TWOU Maintain Market Perform
(N/A)
 
 
  Details
9/6/2023 Toast Inc. TOST Maintain Outperform
(N/A)
 
 
  Details
8/28/2023 AppFolio APPF Upgrade Outperform
(Market Perform)
183.82
(151.50)
-17.58% Details
7/27/2023 Black Knight Inc. BKI Downgrade Market Perform
(Outperform)
70.15
(75.76)
8% Details
6/1/2023 Real Brokerage Inc. REAX New Coverage Outperform
(N/A)
1.28
(1.76)
37.5% Details
5/3/2022 Chegg CHGG Downgrade Market Perform
(Outperform)
24.98
(1.05)
-95.8% Details
3/14/2022 PowerSchool Holdings Inc. PWSC Maintain Outperform
(N/A)
 
 
  Details
2/16/2022 Toast Inc. TOST Maintain Outperform
(N/A)
 
 
  Details
2/10/2022 2U, Inc. TWOU Downgrade Market Perform
(Outperform)
17.98
(1.58)
-91.21% Details
11/23/2021 Udemy Inc UDMY New Coverage Outperform
(N/A)
29.43
(4.63)
-84.27% Details
9/27/2021 Redfin Corp. RDFN Maintain Market Perform
(N/A)
 
 
  Details
9/24/2021 Chegg CHGG Maintain Outperform
(N/A)
 
 
  Details
8/23/2021 PowerSchool Holdings Inc. PWSC New Coverage Outperform
(N/A)
27.71
(22.81)
-17.68% Details
7/9/2021 Latch, Inc. LTCH New Coverage Outperform
(N/A)
12.18
(0.19)
-98.44% Details
3/17/2021 American Public Education APEI New Coverage Outperform
(N/A)
34.76
(20.28)
-41.66% Details
2/5/2021 PAR Technology PAR New Coverage Outperform
(N/A)
76.15
(15.29)
-79.92% Details
2/4/2021 RealPage RP Downgrade Market Perform
(Outperform)
86.92
(88.72)
2.07% Details
12/14/2020 Pluralsight PS Downgrade Market Perform
(Outperform)
18.98
(33.33)
75.61% Details
9/25/2020 CoStar Group CSGP Maintain Outperform
(N/A)
 
 
  Details
9/11/2020 2U, Inc. TWOU Maintain Outperform
(N/A)
 
 
  Details
8/21/2020 K12, Inc. LRN Maintain Outperform
(N/A)
 
 
  Details
7/16/2020 RealPage RP Maintain Outperform
(N/A)
 
 
  Details
5/8/2020 RE/MAX Holdings RMAX Downgrade Market Perform
(Outperform)
23.50
(9.79)
-58.34% Details
2/7/2020 2U, Inc. TWOU Upgrade Outperform
(Market Perform)
21.88
(1.58)
-92.78% Details
1/8/2020 Pluralsight PS New Coverage Outperform
(N/A)
17.15
(18.98)
10.67% Details
8/12/2019 K12, Inc. LRN New Coverage Outperform
(N/A)
28.95
(82.80)
186.01% Details
8/12/2019 Chegg CHGG New Coverage Outperform
(N/A)
43.68
(1.05)
-97.6% Details
8/12/2019 2U, Inc. TWOU New Coverage Market Perform
(N/A)
15.16
(21.88)
44.33% Details
11/9/2018 Redfin Corp. RDFN Downgrade Market Perform
(Outperform)
15.43
(11.19)
-27.48% Details
8/27/2018 Cushman & Wakefield CWK New Coverage Outperform
(N/A)
17.55
(12.90)
-26.5% Details