Ratings by William Blair (Andrew Jeffrey)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/3/2026 | Dave Inc | DAVE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | Circle Internet Group | CRCL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | Dave Inc | DAVE | New Coverage | Outperform (N/A) |
183.22 (217.33) |
18.62% | Details | |
| 2/3/2026 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2025 | Block Inc. | XYZ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2025 | Circle Internet Group | CRCL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2025 | Fiserv | FI | Downgrade | Market Perform (Outperform) |
126.17 (63.80) |
-49.43% | Details | |
| 10/28/2025 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2025 | Circle Internet | CRCL | New Coverage | Outperform (N/A) |
1.75 (101.91) |
5723.43% | Details | |
| 9/30/2025 | Chime Financial | CHYM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2025 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2025 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2025 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2025 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2025 | Chime Financial | CHYM | New Coverage | Outperform (N/A) |
31.32 (22.23) |
-29.02% | Details | |
| 6/23/2025 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2025 | Coinbase Global Inc. | COIN | New Coverage | Outperform (N/A) |
254.94 (197.22) |
-22.64% | Details | |
| 5/19/2025 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2025 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2025 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | WEX Inc. | WEX | Downgrade | Market Perform (Outperform) |
186.78 (167.07) |
-10.55% | Details | |
| 1/24/2025 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2025 | SoFi Technologies | SOFI | New Coverage | Outperform (N/A) |
14.50 (18.90) |
30.34% | Details | |
| 1/15/2025 | Affirm Holdings Inc. | AFRM | New Coverage | Outperform (N/A) |
55.35 (51.70) |
-6.59% | Details | |
| 9/25/2024 | Global Payments | GPN | Downgrade | Market Perform (Outperform) |
103.81 (76.40) |
-26.4% | Details |
