Ratings by Citizens (Aaron Kimson)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/4/2026 | Phreesia Inc. | PHR | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 9/4/2026 | Guidewire | GWRE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/26/2026 | nCino Inc. | NCNO | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/7/2026 | Expensify Inc | EXFY | Upgrade | Market Outperform (Market Perform) |
2.02 (2.38) |
17.82% | Details | |
| 8/5/2026 | Hinge Health Inc | HNGE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/31/2026 | Pitney Bowes | PBI | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/27/2026 | Expensify Inc | EXFY | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 7/27/2026 | Hinge Health Inc | HNGE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/21/2026 | Procore Technologies, Inc | PCOR | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/21/2026 | Blend Labs | BLND | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 6/26/2026 | nCino Inc. | NCNO | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 6/22/2026 | nCino Inc. | NCNO | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 6/22/2026 | EquipmentShare.com | EQPT | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 6/16/2026 | Pitney Bowes | PBI | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 6/12/2026 | Hinge Health Inc | HNGE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/29/2026 | Phreesia Inc. | PHR | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 5/28/2026 | nCino Inc. | NCNO | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/18/2026 | nCino Inc. | NCNO | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/8/2026 | Blend Labs | BLND | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/6/2026 | Hinge Health Inc | HNGE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/30/2026 | Alkami Technology Inc | ALKT | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/29/2026 | Procore Technologies, Inc | PCOR | Upgrade | Market Outperform (Market Perform) |
55.65 (58.01) |
4.24% | Details | |
| 4/24/2026 | Hinge Health Inc | HNGE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/22/2026 | Pitney Bowes | PBI | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/17/2026 | Pitney Bowes | PBI | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/16/2026 | Expensify Inc | EXFY | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 4/1/2026 | nCino Inc. | NCNO | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/1/2026 | Phreesia Inc. | PHR | Downgrade | Market Perform (Market Outperform) |
11.41 (10.94) |
-4.12% | Details | |
| 3/23/2026 | Blend Labs | BLND | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/19/2026 | Expensify Inc | EXFY | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 3/18/2026 | Blend Labs | BLND | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/13/2026 | EverCommerce Inc | EVCM | Downgrade | Market Perform (Market Outperform) |
12.22 (7.92) |
-35.19% | Details | |
| 3/11/2026 | Blend Labs | BLND | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/6/2026 | Guidewire | GWRE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/26/2026 | Alkami Technology Inc | ALKT | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/17/2026 | EquipmentShare.com | EQPT | New Coverage | Market Outperform (N/A) |
32.39 (19.55) |
-39.64% | Details | |
| 2/11/2026 | Hinge Health Inc | HNGE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 1/29/2026 | Hinge Health Inc | HNGE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 1/9/2026 | Guidewire | GWRE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 12/12/2025 | Hinge Health Inc | HNGE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 12/12/2025 | Guidewire | GWRE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 12/10/2025 | Guidewire | GWRE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 12/9/2025 | Phreesia Inc. | PHR | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 12/9/2025 | Hinge Health Inc | HNGE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 12/4/2025 | nCino Inc. | NCNO | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 12/3/2025 | Pitney Bowes | PBI | New Coverage | Market Outperform (N/A) |
9.79 (17.40) |
77.73% | Details | |
| 11/13/2025 | Hinge Health Inc | HNGE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 11/10/2025 | EverCommerce Inc | EVCM | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/23/2025 | Blend Labs | BLND | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 10/20/2025 | Procore Technologies, Inc | PCOR | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 9/8/2025 | Phreesia Inc. | PHR | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/27/2025 | nCino Inc. | NCNO | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/22/2025 | nCino Inc. | NCNO | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 8/6/2025 | Hinge Health Inc | HNGE | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 7/14/2025 | Hinge Health Inc | HNGE | New Coverage | Market Outperform (N/A) |
44.14 (92.37) |
109.27% | Details | |
| 7/2/2025 | Expensify Inc | EXFY | Maintain | Market Perform (Market Perform) |
|
Details | ||
| 6/9/2025 | nCino Inc. | NCNO | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/29/2025 | nCino Inc. | NCNO | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/28/2025 | Blend Labs | BLND | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/27/2025 | nCino Inc. | NCNO | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 5/19/2025 | Blend Labs | BLND | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 4/2/2025 | nCino Inc. | NCNO | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/27/2025 | nCino Inc. | NCNO | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 3/13/2025 | Blend Labs | BLND | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/12/2025 | nCino Inc. | NCNO | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 2/4/2025 | nCino Inc. | NCNO | Maintain | Market Outperform (Market Outperform) |
|
Details | ||
| 12/18/2024 | Blend Labs | BLND | New Coverage | Market Outperform (N/A) |
5.06 (1.54) |
-69.57% | Details | |
| 11/25/2024 | Expensify Inc | EXFY | Downgrade | Market Perform (Market Outperform) |
3.32 (2.02) |
-39.16% | Details | |
| 8/9/2024 | Expensify Inc | EXFY | Upgrade | Market Outperform (Market Perform) |
1.51 (3.32) |
119.87% | Details | |
| 7/22/2024 | nCino Inc. | NCNO | New Coverage | Market Outperform (N/A) |
32.36 (23.12) |
-28.55% | Details | |
| 3/21/2024 | Phreesia Inc. | PHR | Maintain | Market Outperform (N/A) |
|
Details | ||
| 12/6/2023 | Phreesia Inc. | PHR | Maintain | Market Outperform (N/A) |
|
Details |

