Ratings by Piper Sandler (Arvind Ramnani)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/17/2025 | Lemonade Inc. | LMND | Maintain | Neutral (N/A) |
|
Details | ||
| 5/29/2025 | c3.ai | AI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/23/2025 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2025 | Globant S.A. | GLOB | Downgrade | Neutral (Overweight) |
133.67 (51.61) |
-61.39% | Details | |
| 5/9/2025 | EPAM Systems | EPAM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2025 | Paycom Software | PAYC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2025 | Dayforce | DAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2025 | Block Inc. | XYZ | Downgrade | Neutral (Overweight) |
58.48 (63.62) |
8.79% | Details | |
| 4/16/2025 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | EPAM Systems | EPAM | Downgrade | Neutral (Overweight) |
151.55 (145.87) |
-3.75% | Details | |
| 3/21/2025 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/14/2025 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2025 | Duolingo Inc. | DUOL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2025 | Lemonade Inc. | LMND | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2025 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2025 | c3.ai | AI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2025 | CCC Intelligent Solutions Holdings Inc. | CCCS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2025 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2025 | Chegg | CHGG | Maintain | Underweight (N/A) |
|
Details | ||
| 2/24/2025 | Block Inc. | XYZ | Maintain | Overweight (N/A) |
|
Details | ||
| 2/21/2025 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2025 | Clearwater Analytics Holdings | CWAN | Upgrade | Overweight (Neutral) |
27.64 (21.65) |
-21.67% | Details | |
| 2/14/2025 | Paycom Software | PAYC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2025 | Q2 Holdings | QTWO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2025 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2025 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2025 | Dayforce | DAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2025 | Intapp, Inc | INTA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2025 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2025 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2025 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2025 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2024 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2024 | c3.ai | AI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/22/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2024 | PayPal | PYPL | New Coverage | Neutral (N/A) |
84.82 (72.01) |
-15.1% | Details | |
| 11/21/2024 | Lemonade Inc. | LMND | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2024 | Chegg | CHGG | Maintain | Underweight (N/A) |
|
Details | ||
| 11/11/2024 | Block Inc. | SQ | New Coverage | Overweight (N/A) |
74.56 (86.96) |
16.63% | Details | |
| 11/8/2024 | Upstart Holdings Inc | UPST | Upgrade | Overweight (Neutral) |
53.98 (59.07) |
9.43% | Details | |
| 11/7/2024 | Duolingo Inc. | DUOL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | Q2 Holdings | QTWO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Clearwater Analytics Holdings | CWAN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2024 | Lemonade Inc. | LMND | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2024 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2024 | Paycom Software | PAYC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2024 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2024 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2024 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 9/26/2024 | Accenture plc | ACN | Upgrade | Overweight (Neutral) |
337.05 (215.00) |
-36.21% | Details | |
| 9/24/2024 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 9/20/2024 | Accenture plc | ACN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/9/2024 | Clearwater Analytics Holdings | CWAN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/5/2024 | c3.ai | AI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/30/2024 | Duolingo Inc. | DUOL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2024 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2024 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2024 | Intapp, Inc | INTA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2024 | Duolingo Inc. | DUOL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2024 | Upstart Holdings Inc | UPST | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2024 | Chegg | CHGG | Maintain | Underweight (N/A) |
|
Details | ||
| 8/2/2024 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2024 | Dayforce | DAY | Upgrade | Overweight (Neutral) |
53.68 (69.86) |
30.14% | Details | |
| 7/24/2024 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 7/2/2024 | Dayforce | DAY | Maintain | Neutral (N/A) |
|
Details | ||
| 6/17/2024 | Accenture plc | ACN | Maintain | Neutral (N/A) |
|
Details | ||
| 6/13/2024 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2024 | PowerSchool Holdings Inc. | PWSC | Downgrade | Neutral (Overweight) |
22.37 (22.81) |
1.97% | Details | |
| 5/30/2024 | c3.ai | AI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/24/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/17/2024 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2024 | MasterCard | MA | New Coverage | Overweight (N/A) |
455.49 (522.34) |
14.68% | Details | |
| 5/13/2024 | Visa | V | New Coverage | Overweight (N/A) |
278.54 (317.36) |
13.94% | Details | |
| 5/3/2024 | Q2 Holdings | QTWO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2024 | Chegg | CHGG | Maintain | Underweight (N/A) |
|
Details | ||
| 3/18/2024 | Accenture plc | ACN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2024 | c3.ai | AI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/29/2024 | Duolingo Inc. | DUOL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2024 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2024 | CS Disco Inc. | LAW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2024 | Q2 Holdings | QTWO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2024 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2024 | Intapp, Inc | INTA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2024 | Chegg | CHGG | Downgrade | Underweight (Neutral) |
9.57 (0.63) |
-93.42% | Details | |
| 12/15/2023 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2023 | Q2 Holdings | QTWO | Upgrade | Neutral (Underweight) |
37.73 (52.85) |
40.07% | Details | |
| 11/13/2023 | 2U, Inc. | TWOU | Maintain | Neutral (N/A) |
|
Details | ||
| 11/10/2023 | CS Disco Inc. | LAW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/10/2023 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2023 | IBEX Ltd. | IBEX | Downgrade | Neutral (Overweight) |
17.28 (30.52) |
76.62% | Details | |
| 11/9/2023 | Duolingo Inc. | DUOL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | EPAM Systems | EPAM | Upgrade | Overweight (Neutral) |
216.65 (151.55) |
-30.05% | Details | |
| 11/1/2023 | Paycom Software | PAYC | Downgrade | Neutral (Overweight) |
240.06 (138.01) |
-42.51% | Details | |
| 10/31/2023 | Chegg | CHGG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2023 | EPAM Systems | EPAM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2023 | Duolingo Inc. | DUOL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/29/2023 | Accenture plc | ACN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/22/2023 | Accenture plc | ACN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/18/2023 | IBEX Ltd. | IBEX | Maintain | Overweight (N/A) |
|
Details | ||
| 9/11/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2023 | Intapp, Inc | INTA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2023 | c3.ai | AI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2023 | Upstart Holdings Inc | UPST | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2023 | Duolingo Inc. | DUOL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2023 | Chegg | CHGG | Maintain | Neutral (N/A) |
|
Details | ||
| 6/15/2023 | Accenture plc | ACN | Upgrade | Neutral (Underweight) |
315.16 (215.00) |
-31.78% | Details | |
| 6/5/2023 | EPAM Systems | EPAM | Downgrade | Neutral (Overweight) |
259.65 (145.87) |
-43.82% | Details | |
| 6/1/2023 | c3.ai | AI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2023 | Upstart Holdings Inc | UPST | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2023 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/20/2023 | Blend Labs | BLND | Maintain | Neutral (N/A) |
|
Details | ||
| 3/14/2023 | Q2 Holdings | QTWO | Maintain | Underweight (N/A) |
|
Details | ||
| 2/24/2023 | CS Disco Inc. | LAW | Downgrade | Neutral (Overweight) |
9.37 (4.79) |
-48.88% | Details | |
| 2/23/2023 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2023 | Clearwater Analytics Holdings | CWAN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2023 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2023 | IBEX Ltd. | IBEX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2023 | Ceridian HCM Holding Inc. | CDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2023 | Paycom Software | PAYC | Maintain | (N/A) |
|
Details | ||
| 2/7/2023 | Intapp, Inc | INTA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2023 | Chegg | CHGG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2023 | 2U, Inc. | TWOU | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2023 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2023 | Upstart Holdings Inc | UPST | Maintain | Neutral (N/A) |
|
Details | ||
| 1/18/2023 | Lemonade Inc. | LMND | Maintain | Neutral (N/A) |
|
Details | ||
| 1/18/2023 | Clearwater Analytics Holdings | CWAN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/18/2023 | CCC Intelligent Solutions Holdings Inc. | CCCS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2023 | IBEX Ltd. | IBEX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2023 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2023 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2023 | Duolingo Inc. | DUOL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2022 | Accenture plc | ACN | Downgrade | Underweight (Neutral) |
292.15 (215.00) |
-26.41% | Details | |
| 12/7/2022 | Skillsoft Corp. | SKIL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/30/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/16/2022 | IBEX Ltd. | IBEX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2022 | Thoughtworks Holding | TWKS | Downgrade | Neutral (Overweight) |
8.53 (4.47) |
-47.6% | Details | |
| 11/11/2022 | CS Disco Inc. | LAW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2022 | Blend Labs | BLND | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2022 | Upstart Holdings Inc | UPST | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2022 | Aeva Technologies Inc. | AEVA | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | (N/A) |
|
Details | ||
| 11/8/2022 | Intapp, Inc | INTA | Maintain | (N/A) |
|
Details | ||
| 11/8/2022 | 2U, Inc. | TWOU | Upgrade | Neutral (Underweight) |
5.95 (1.58) |
-73.45% | Details | |
| 11/8/2022 | Q2 Holdings | QTWO | Downgrade | Underweight (Neutral) |
26.58 (52.85) |
98.83% | Details | |
| 11/4/2022 | Udemy Inc | UDMY | Maintain | (N/A) |
|
Details | ||
| 11/4/2022 | Paylocity Holding | PCTY | Maintain | (N/A) |
|
Details | ||
| 11/2/2022 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2022 | Chegg | CHGG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2022 | Thoughtworks Holding | TWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2022 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2022 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2022 | CS Disco Inc. | LAW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2022 | IBEX Ltd. | IBEX | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2022 | Clearwater Analytics Holdings | CWAN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/8/2022 | Intapp, Inc | INTA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/1/2022 | c3.ai | AI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/24/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2022 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2022 | Blend Labs | BLND | Maintain | Neutral (N/A) |
|
Details | ||
| 8/15/2022 | Thoughtworks Holding | TWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2022 | CS Disco Inc. | LAW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2022 | Lemonade Inc. | LMND | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2022 | Upstart Holdings Inc | UPST | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2022 | CCC Intelligent Solutions Holdings Inc. | CCCS | New Coverage | Neutral (N/A) |
9.91 (8.75) |
-11.71% | Details | |
| 8/5/2022 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2022 | Chegg | CHGG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2022 | Udemy Inc | UDMY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2022 | Ceridian HCM Holding Inc. | CDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2022 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2022 | 2U, Inc. | TWOU | Maintain | Underweight (N/A) |
|
Details | ||
| 7/18/2022 | Upstart Holdings Inc | UPST | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2022 | Thoughtworks Holding | TWKS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Q2 Holdings | QTWO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2022 | Skillsoft Corp. | SKIL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Intapp, Inc | INTA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | IBEX Ltd. | IBEX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Clearwater Analytics Holdings | CWAN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2022 | Chegg | CHGG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2022 | Ceridian HCM Holding Inc. | CDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2022 | Blend Labs | BLND | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2022 | c3.ai | AI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2022 | Accenture plc | ACN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2022 | Udemy Inc | UDMY | Downgrade | Neutral (Overweight) |
11.21 (4.87) |
-56.56% | Details | |
| 7/18/2022 | Lemonade Inc. | LMND | Downgrade | Neutral (Overweight) |
19.67 (55.13) |
180.27% | Details | |
| 7/18/2022 | Aeva Technologies Inc. | AEVA | Downgrade | Neutral (Overweight) |
3.25 (14.17) |
336% | Details | |
| 6/30/2022 | 2U, Inc. | TWOU | Maintain | Underweight (N/A) |
|
Details | ||
| 6/24/2022 | Duolingo Inc. | DUOL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/24/2022 | Accenture plc | ACN | Maintain | Neutral (N/A) |
|
Details | ||
| 6/9/2022 | Skillsoft Corp. | SKIL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2022 | c3.ai | AI | Downgrade | Neutral (Overweight) |
18.92 (9.19) |
-51.43% | Details | |
| 5/25/2022 | 2U, Inc. | TWOU | Downgrade | Underweight (Neutral) |
11.07 (1.58) |
-85.73% | Details | |
| 5/25/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2022 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2022 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2022 | Intapp, Inc | INTA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2022 | Upstart Holdings Inc | UPST | Downgrade | Neutral (Overweight) |
83.89 (53.98) |
-35.65% | Details | |
| 5/6/2022 | 2U, Inc. | TWOU | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2022 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Udemy Inc | UDMY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Clearwater Analytics Holdings | CWAN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2022 | Ceridian HCM Holding Inc. | CDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2022 | Aeva Technologies Inc. | AEVA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2022 | Chegg | CHGG | Downgrade | Neutral (Overweight) |
24.74 (0.63) |
-97.45% | Details | |
| 5/2/2022 | EPAM Systems | EPAM | Upgrade | Overweight (Neutral) |
281.00 (145.87) |
-48.09% | Details | |
| 4/7/2022 | Skillsoft Corp. | SKIL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/1/2022 | EPAM Systems | EPAM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/1/2022 | Blend Labs | BLND | Downgrade | Neutral (Overweight) |
6.02 (1.65) |
-72.59% | Details | |
| 3/21/2022 | Chegg | CHGG | Maintain | Overweight (N/A) |
|
Details | ||
| 3/7/2022 | Upstart Holdings Inc | UPST | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2022 | c3.ai | AI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2022 | EPAM Systems | EPAM | Downgrade | Neutral (Overweight) |
382.28 (145.87) |
-61.84% | Details | |
| 2/24/2022 | Aeva Technologies Inc. | AEVA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2022 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2022 | IBEX Ltd. | IBEX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2022 | Upstart Holdings Inc | UPST | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2022 | 2U, Inc. | TWOU | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2022 | Paylocity Holding | PCTY | Upgrade | Overweight (Neutral) |
201.71 (120.10) |
-40.46% | Details | |
| 1/13/2022 | Q2 Holdings | QTWO | Downgrade | Neutral (Overweight) |
75.20 (52.85) |
-29.72% | Details | |
| 1/13/2022 | Chegg | CHGG | Upgrade | Overweight (Neutral) |
29.59 (0.63) |
-97.87% | Details | |
| 1/13/2022 | 2U, Inc. | TWOU | Downgrade | Neutral (Overweight) |
18.53 (1.58) |
-91.47% | Details | |
| 12/16/2021 | Accenture plc | ACN | Maintain | Neutral (N/A) |
|
Details | ||
| 12/10/2021 | Blend Labs | BLND | Maintain | Overweight (N/A) |
|
Details | ||
| 11/23/2021 | Udemy Inc | UDMY | New Coverage | Overweight (N/A) |
30.97 (4.87) |
-84.28% | Details | |
| 11/19/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2021 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2021 | Duolingo Inc. | DUOL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2021 | 2U, Inc. | TWOU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2021 | Paylocity Holding | PCTY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2021 | Ceridian HCM Holding Inc. | CDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2021 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2021 | Chegg | CHGG | Downgrade | Neutral (Overweight) |
59.44 (0.63) |
-98.94% | Details | |
| 10/29/2021 | CS Disco Inc. | LAW | New Coverage | Overweight (N/A) |
50.52 (4.79) |
-90.52% | Details | |
| 10/19/2021 | Clearwater Analytics Holdings | CWAN | New Coverage | Neutral (N/A) |
25.11 (27.64) |
10.08% | Details | |
| 10/11/2021 | Thoughtworks Holding | TWKS | New Coverage | Overweight (N/A) |
26.30 (4.47) |
-83% | Details | |
| 9/28/2021 | Lemonade Inc. | LMND | Maintain | Overweight (N/A) |
|
Details | ||
| 9/15/2021 | IBEX Ltd. | IBEX | Maintain | Overweight (N/A) |
|
Details | ||
| 9/15/2021 | Skillsoft Corp. | SKIL | Maintain | Neutral (N/A) |
|
Details | ||
| 9/10/2021 | PowerSchool Holdings Inc. | PWSC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2021 | Intapp, Inc | INTA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2021 | Upstart Holdings Inc | UPST | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2021 | Duolingo Inc. | DUOL | New Coverage | Overweight (N/A) |
126.16 (101.92) |
-19.21% | Details | |
| 8/23/2021 | PowerSchool Holdings Inc. | PWSC | New Coverage | Overweight (N/A) |
25.57 (22.37) |
-12.51% | Details | |
| 8/13/2021 | Aeva Technologies Inc. | AEVA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/13/2021 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2021 | Blend Labs | BLND | New Coverage | Overweight (N/A) |
18.45 (1.65) |
-91.06% | Details | |
| 8/6/2021 | Lemonade Inc. | LMND | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2021 | Paylocity Holding | PCTY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2021 | Ceridian HCM Holding Inc. | CDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2021 | 2U, Inc. | TWOU | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2021 | Globant S.A. | GLOB | Upgrade | Overweight (Neutral) |
235.28 (51.61) |
-78.06% | Details | |
| 7/26/2021 | Intapp, Inc | INTA | New Coverage | Overweight (N/A) |
29.85 (52.87) |
77.12% | Details | |
| 7/6/2021 | Skillsoft Corp. | SKIL | New Coverage | Neutral (N/A) |
10.01 (4.58) |
-54.25% | Details | |
| 5/26/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2021 | Q2 Holdings | QTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2021 | Paylocity Holding | PCTY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2021 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2021 | Ceridian HCM Holding Inc. | CDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2021 | Q2 Holdings | QTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2021 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2021 | Ceridian HCM Holding Inc. | CDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2021 | Chegg | CHGG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2021 | 2U, Inc. | TWOU | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2021 | Upstart Holdings Inc | UPST | New Coverage | Overweight (N/A) |
107.38 (27.78) |
-74.13% | Details | |
| 4/15/2021 | c3.ai | AI | Maintain | Overweight (N/A) |
|
Details | ||
| 3/30/2021 | Lemonade Inc. | LMND | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2021 | Aeva Technologies Inc. | AEVA | New Coverage | Overweight (N/A) |
15.08 (14.17) |
-6.03% | Details | |
| 3/2/2021 | c3.ai | AI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2021 | Globant S.A. | GLOB | Maintain | Neutral (N/A) |
|
Details | ||
| 2/19/2021 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2021 | Q2 Holdings | QTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2021 | 2U, Inc. | TWOU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2021 | Ceridian HCM Holding Inc. | CDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2021 | Chegg | CHGG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2021 | Ceridian HCM Holding Inc. | CDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2021 | Lemonade Inc. | LMND | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2021 | Globant S.A. | GLOB | Downgrade | Neutral (Overweight) |
217.60 (51.61) |
-76.28% | Details | |
| 12/18/2020 | Accenture plc | ACN | Maintain | Neutral (N/A) |
|
Details | ||
| 12/16/2020 | Lemonade Inc. | LMND | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2020 | Pluralsight | PS | Downgrade | Neutral (Overweight) |
20.19 (22.45) |
11.19% | Details | |
| 12/11/2020 | IBEX Ltd. | IBEX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2020 | IBEX Ltd. | IBEX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/12/2020 | Lemonade Inc. | LMND | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2020 | Paylocity Holding | PCTY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2020 | Pluralsight | PS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2020 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2020 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2020 | Lemonade Inc. | LMND | New Coverage | Overweight (N/A) |
46.90 (55.13) |
17.55% | Details | |
| 10/23/2020 | 2U, Inc. | TWOU | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | Pluralsight | PS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | Chegg | CHGG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/22/2020 | Accenture plc | ACN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/18/2020 | Intuit | INTU | New Coverage | Overweight (N/A) |
313.38 (481.17) |
53.54% | Details | |
| 9/1/2020 | IBEX Ltd. | IBEX | New Coverage | Overweight (N/A) |
16.81 (30.52) |
81.56% | Details | |
| 8/26/2020 | Chegg | CHGG | New Coverage | Overweight (N/A) |
73.46 (0.63) |
-99.14% | Details | |
| 8/14/2020 | Globant S.A. | GLOB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2020 | Paycom Software | PAYC | Upgrade | Overweight (Neutral) |
288.08 (138.01) |
-52.09% | Details | |
| 7/28/2020 | 2U, Inc. | TWOU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2020 | Q2 Holdings | QTWO | New Coverage | Overweight (N/A) |
79.83 (52.85) |
-33.8% | Details | |
| 5/22/2020 | Paycom Software | PAYC | New Coverage | Neutral (N/A) |
273.47 (138.01) |
-49.53% | Details | |
| 5/22/2020 | Ceridian HCM Holding Inc. | CDAY | New Coverage | Neutral (N/A) |
65.22 (69.52) |
6.59% | Details | |
| 5/22/2020 | Globant S.A. | GLOB | New Coverage | Overweight (N/A) |
137.57 (51.61) |
-62.48% | Details | |
| 5/22/2020 | EPAM Systems | EPAM | New Coverage | Overweight (N/A) |
223.96 (145.87) |
-34.87% | Details | |
| 5/22/2020 | Accenture plc | ACN | New Coverage | Neutral (N/A) |
195.18 (215.00) |
10.15% | Details | |
| 5/22/2020 | 2U, Inc. | TWOU | New Coverage | Overweight (N/A) |
35.73 (1.58) |
-95.58% | Details |
