Ratings by KeyBanc (Alex Markgraff)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/4/2026 | Chime Financial | CHYM | New Coverage | Overweight (N/A) |
22.62 (22.23) |
-1.72% | Details | |
| 2/9/2026 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2026 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2026 | Wealthfront Corporation | WLTH | Maintain | Sector Weight (N/A) |
|
Details | ||
| 1/6/2026 | Wealthfront Corporation | WLTH | New Coverage | Sector Weight (N/A) |
13.22 (8.49) |
-35.78% | Details | |
| 11/19/2025 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2025 | Nu Holdings (Nubank) | NU | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2025 | Global Payments | GPN | Downgrade | Sector Weight (Overweight) |
87.02 (76.40) |
-12.2% | Details | |
| 9/19/2025 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2025 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2025 | Block Inc. | XYZ | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2025 | Global Payments | GPN | Maintain | (Overweight) |
|
Details | ||
| 8/7/2025 | Remitly Global Inc | RELY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2025 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2025 | PayPal | PYPL | Maintain | Sector Weight (N/A) |
|
Details | ||
| 7/24/2025 | Fiserv | FI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2025 | Coincheck Group N.V. | CNCK | New Coverage | Sector Weight (N/A) |
5.76 (2.36) |
-59.03% | Details | |
| 6/30/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/18/2025 | nCino Inc. | NCNO | Maintain | Sector Weight (N/A) |
|
Details | ||
| 5/28/2025 | Alkami Technology Inc | ALKT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2025 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2025 | nCino Inc. | NCNO | Maintain | Sector Weight (N/A) |
|
Details | ||
| 5/8/2025 | Remitly Global Inc | RELY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2025 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2025 | Block Inc. | XYZ | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2025 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2025 | PayPal | PYPL | Maintain | Sector Weight (N/A) |
|
Details | ||
| 4/30/2025 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | Block Inc. | XYZ | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | Remitly Global Inc | RELY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/28/2025 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/21/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2025 | Block Inc. | XYZ | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2025 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2025 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2025 | Alkami Technology Inc | ALKT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2025 | AvidXChange Holdings | AVDX | Downgrade | Sector Weight (Overweight) |
9.15 (10.00) |
9.29% | Details | |
| 2/20/2025 | Remitly Global Inc | RELY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2025 | Fidelity National Information Services | FIS | Maintain | Sector Weight (N/A) |
|
Details | ||
| 2/10/2025 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2025 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2025 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2025 | Fiserv | FI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2025 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2025 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2025 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2025 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2025 | PayPal | PYPL | Maintain | Sector Weight (N/A) |
|
Details | ||
| 1/15/2025 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2024 | Bill.com Holdings Inc. | BILL | Upgrade | Overweight (Sector Weight) |
87.97 (45.06) |
-48.78% | Details | |
| 12/5/2024 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2024 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2024 | Nu Holdings (Nubank) | NU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2024 | Marqeta Inc. | MQ | Downgrade | Sector Weight (Overweight) |
5.85 (4.02) |
-31.28% | Details | |
| 11/1/2024 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2024 | Alkami Technology Inc | ALKT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2024 | Remitly Global Inc | RELY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2024 | Fiserv | FI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2024 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2024 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/9/2024 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 9/25/2024 | Bill.com Holdings Inc. | BILL | Maintain | Sector Weight (N/A) |
|
Details | ||
| 9/25/2024 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2024 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 9/19/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/19/2024 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/12/2024 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2024 | International Money Express | IMXI | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/12/2024 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2024 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2024 | Fiserv | FI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2024 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2024 | nCino Inc. | NCNO | Maintain | Sector Weight (N/A) |
|
Details | ||
| 5/20/2024 | Intuit | INTU | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/14/2024 | Bill.com Holdings Inc. | BILL | Maintain | Sector Weight (N/A) |
|
Details | ||
| 5/2/2024 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2024 | Nu Holdings (Nubank) | NU | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2024 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2024 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2024 | Fiserv | FI | Maintain | Overweight (N/A) |
|
Details | ||
| 3/28/2024 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/27/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2024 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2024 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Marqeta Inc. | MQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Fiserv | FI | Upgrade | Overweight (Sector Weight) |
133.00 (63.80) |
-52.03% | Details | |
| 1/8/2024 | Alkami Technology Inc | ALKT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2023 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | Bill.com Holdings Inc. | BILL | Downgrade | Sector Weight (Overweight) |
88.26 (45.06) |
-48.95% | Details | |
| 10/18/2023 | Remitly Global Inc | RELY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2023 | Nu Holdings (Nubank) | NU | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2023 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2023 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2023 | Remitly Global Inc | RELY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2023 | Remitly Global Inc | RELY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2023 | Remitly Global Inc | RELY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2023 | Nu Holdings (Nubank) | NU | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | Nu Holdings (Nubank) | NU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2022 | Coinbase Global Inc. | COIN | New Coverage | Sector Weight (N/A) |
42.81 (197.22) |
360.69% | Details | |
| 8/4/2022 | Remitly Global Inc | RELY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2022 | Remitly Global Inc | RELY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2022 | Remitly Global Inc | RELY | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2022 | Remitly Global Inc | RELY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2022 | Remitly Global Inc | RELY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2022 | Nu Holdings (Nubank) | NU | New Coverage | Overweight (N/A) |
9.40 (14.58) |
55.11% | Details | |
| 10/18/2021 | Remitly Global Inc | RELY | New Coverage | Overweight (N/A) |
38.30 (17.04) |
-55.51% | Details |
