Ratings by Stifel (Brad Reback)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/3/2026 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2026 | Intuit | INTU | Maintain | Buy (Buy) |
|
Details | ||
| 2/27/2026 | Elastic NV. | ESTC | Maintain | Buy (Buy) |
|
Details | ||
| 2/26/2026 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2026 | Workday | WDAY | Maintain | Hold (Hold) |
|
Details | ||
| 2/23/2026 | Snowflake Inc. | SNOW | Maintain | Buy (Buy) |
|
Details | ||
| 2/22/2026 | JFrog | FROG | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2026 | Workiva | WK | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2026 | Datadog | DDOG | Maintain | Buy (Buy) |
|
Details | ||
| 2/12/2026 | Paycom Software | PAYC | Maintain | Hold (N/A) |
|
Details | ||
| 2/11/2026 | Rapid7 | RPD | Maintain | Hold (N/A) |
|
Details | ||
| 2/9/2026 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2026 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 2/6/2026 | Paylocity Holding | PCTY | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2026 | Microsoft | MSFT | Downgrade | Hold (Buy) |
411.21 (408.65) |
-0.62% | Details | |
| 1/29/2026 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2026 | Roper Industries | ROP | Downgrade | Hold (Buy) |
5.00 (367.50) |
7250% | Details | |
| 1/26/2026 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2026 | Datadog | DDOG | Upgrade | Buy (Hold) |
117.00 (125.75) |
7.48% | Details | |
| 1/20/2026 | MongoDB | MDB | Maintain | Buy (Buy) |
|
Details | ||
| 1/20/2026 | Microsoft | MSFT | Maintain | Buy (Buy) |
|
Details | ||
| 12/11/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 11/26/2025 | Workday | WDAY | Maintain | Hold (Hold) |
|
Details | ||
| 11/21/2025 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 11/21/2025 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2025 | Microsoft | MSFT | Maintain | Buy (Buy) |
|
Details | ||
| 11/6/2025 | Datadog | DDOG | Maintain | Hold (N/A) |
|
Details | ||
| 11/6/2025 | Workiva | WK | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2025 | Paycom Software | PAYC | Maintain | Hold (N/A) |
|
Details | ||
| 11/5/2025 | Rapid7 | RPD | Maintain | Hold (N/A) |
|
Details | ||
| 11/5/2025 | Paylocity Holding | PCTY | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | MongoDB | MDB | Maintain | Buy (Buy) |
|
Details | ||
| 11/4/2025 | Vertex Inc. | VERX | Maintain | Hold (N/A) |
|
Details | ||
| 10/30/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2025 | Confluent Inc | CFLT | Maintain | Hold (N/A) |
|
Details | ||
| 10/24/2025 | Roper Industries | ROP | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2025 | Microsoft | MSFT | Maintain | Buy (Buy) |
|
Details | ||
| 10/17/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2025 | Elastic NV. | ESTC | Maintain | Buy (Buy) |
|
Details | ||
| 10/6/2025 | Datadog | DDOG | Maintain | Hold (Hold) |
|
Details | ||
| 9/19/2025 | Intuit | INTU | Maintain | Buy (Buy) |
|
Details | ||
| 9/19/2025 | Dayforce | DAY | Downgrade | Hold (Buy) |
68.41 (69.86) |
2.12% | Details | |
| 9/18/2025 | Workday | WDAY | Maintain | Hold (Hold) |
|
Details | ||
| 9/18/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2025 | Workday | WDAY | Maintain | Hold (Hold) |
|
Details | ||
| 9/15/2025 | Dynatrace Inc. | DT | Maintain | Buy (Buy) |
|
Details | ||
| 9/12/2025 | Datadog | DDOG | Maintain | Hold (Hold) |
|
Details | ||
| 9/10/2025 | Workiva | WK | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2025 | Dynatrace Inc. | DT | Maintain | Buy (Buy) |
|
Details | ||
| 9/10/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2025 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2025 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2025 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 8/18/2025 | Dayforce | DAY | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2025 | Rapid7 | RPD | Maintain | Hold (N/A) |
|
Details | ||
| 8/7/2025 | Vertex Inc. | VERX | Maintain | Hold (N/A) |
|
Details | ||
| 8/7/2025 | Paycom Software | PAYC | Maintain | Hold (N/A) |
|
Details | ||
| 8/6/2025 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2025 | Microsoft | MSFT | Maintain | Buy (Buy) |
|
Details | ||
| 8/1/2025 | Workiva | WK | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2025 | Microsoft | MSFT | Maintain | Buy (Buy) |
|
Details | ||
| 7/31/2025 | Confluent Inc | CFLT | Downgrade | Hold (Buy) |
26.97 (30.77) |
14.09% | Details | |
| 7/28/2025 | Datadog | DDOG | Maintain | Hold (Hold) |
|
Details | ||
| 7/28/2025 | Microsoft | MSFT | Maintain | Buy (Buy) |
|
Details | ||
| 7/22/2025 | Roper Industries | ROP | Maintain | Buy (Buy) |
|
Details | ||
| 6/30/2025 | Oracle | ORCL | Upgrade | Buy (Hold) |
212.82 (152.96) |
-28.13% | Details | |
| 6/26/2025 | Datadog | DDOG | Maintain | Hold (Hold) |
|
Details | ||
| 6/25/2025 | Datadog | DDOG | Maintain | Hold (N/A) |
|
Details | ||
| 6/24/2025 | Couchbase Inc | BASE | Downgrade | Hold (Buy) |
24.49 (24.51) |
0.08% | Details | |
| 6/16/2025 | Dynatrace Inc. | DT | Maintain | Buy (Buy) |
|
Details | ||
| 6/16/2025 | Datadog | DDOG | Maintain | Hold (Hold) |
|
Details | ||
| 6/13/2025 | Snowflake Inc. | SNOW | Maintain | Buy (Buy) |
|
Details | ||
| 6/12/2025 | Oracle | ORCL | Maintain | Hold (Hold) |
|
Details | ||
| 6/12/2025 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2025 | Datadog | DDOG | Maintain | Hold (Hold) |
|
Details | ||
| 6/9/2025 | Snowflake Inc. | SNOW | Maintain | Buy (Buy) |
|
Details | ||
| 6/9/2025 | Paylocity Holding | PCTY | Maintain | Buy (Buy) |
|
Details | ||
| 6/5/2025 | MongoDB | MDB | Maintain | Buy (Buy) |
|
Details | ||
| 6/4/2025 | Couchbase Inc | BASE | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2025 | Intuit | INTU | Maintain | Buy (Buy) |
|
Details | ||
| 5/30/2025 | Dayforce | DAY | Maintain | Buy (Buy) |
|
Details | ||
| 5/30/2025 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2025 | Intuit | INTU | Maintain | Buy (Buy) |
|
Details | ||
| 5/23/2025 | Workday | WDAY | Maintain | Hold (Hold) |
|
Details | ||
| 5/23/2025 | Intuit | INTU | Maintain | Buy (Buy) |
|
Details | ||
| 5/23/2025 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2025 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2025 | Snowflake Inc. | SNOW | Maintain | Buy (Buy) |
|
Details | ||
| 5/19/2025 | Intuit | INTU | Maintain | Buy (Buy) |
|
Details | ||
| 5/19/2025 | Snowflake Inc. | SNOW | Maintain | Buy (Buy) |
|
Details | ||
| 5/13/2025 | Rapid7 | RPD | Maintain | Hold (N/A) |
|
Details | ||
| 5/8/2025 | Paycom Software | PAYC | Maintain | Hold (N/A) |
|
Details | ||
| 5/6/2025 | Datadog | DDOG | Maintain | Hold (N/A) |
|
Details | ||
| 5/6/2025 | Vertex Inc. | VERX | Maintain | Hold (N/A) |
|
Details | ||
| 5/5/2025 | Datadog | DDOG | Maintain | Hold (Hold) |
|
Details | ||
| 5/2/2025 | Workiva | WK | Maintain | Buy (Buy) |
|
Details | ||
| 5/2/2025 | Paylocity Holding | PCTY | Maintain | Buy (Buy) |
|
Details | ||
| 5/1/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2025 | Roper Industries | ROP | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2025 | Microsoft | MSFT | Maintain | Buy (Buy) |
|
Details | ||
| 4/11/2025 | MongoDB | MDB | Maintain | Buy (Buy) |
|
Details | ||
| 4/7/2025 | Elastic NV. | ESTC | Maintain | Buy (Buy) |
|
Details | ||
| 3/27/2025 | Roper Industries | ROP | New Coverage | Buy (N/A) |
579.07 (5.00) |
-99.14% | Details | |
| 3/20/2025 | Vertex Inc. | VERX | Maintain | Hold (N/A) |
|
Details | ||
| 3/11/2025 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 3/7/2025 | Asure Software | ASUR | Maintain | Buy (Buy) |
|
Details | ||
| 3/6/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2025 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2025 | Vertex Inc. | VERX | Downgrade | Hold (Buy) |
42.63 (15.25) |
-64.23% | Details | |
| 2/27/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2025 | Intuit | INTU | Maintain | Buy (Buy) |
|
Details | ||
| 2/26/2025 | Workiva | WK | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2025 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 2/19/2025 | Dynatrace Inc. | DT | Maintain | Buy (Buy) |
|
Details | ||
| 2/19/2025 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2025 | Datadog | DDOG | Maintain | Hold (N/A) |
|
Details | ||
| 2/13/2025 | Rapid7 | RPD | Maintain | Hold (N/A) |
|
Details | ||
| 2/13/2025 | Paycom Software | PAYC | Maintain | Hold (N/A) |
|
Details | ||
| 2/12/2025 | Confluent Inc | CFLT | Maintain | Buy (Buy) |
|
Details | ||
| 2/12/2025 | Confluent Inc | CFLT | Maintain | Hold (N/A) |
|
Details | ||
| 2/7/2025 | Paylocity Holding | PCTY | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2025 | Dayforce | DAY | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2025 | Microsoft | MSFT | Maintain | Buy (Buy) |
|
Details | ||
| 1/28/2025 | Datadog | DDOG | Downgrade | Hold (Buy) |
142.16 (117.00) |
-17.7% | Details | |
| 1/27/2025 | Microsoft | MSFT | Maintain | Buy (Buy) |
|
Details | ||
| 1/23/2025 | Workiva | WK | Maintain | Buy (Buy) |
|
Details | ||
| 1/17/2025 | Rapid7 | RPD | Downgrade | Hold (Buy) |
39.80 (7.07) |
-82.24% | Details | |
| 1/8/2025 | Paycor HCM Inc | PYCR | Downgrade | Hold (Buy) |
22.86 (22.49) |
-1.62% | Details | |
| 12/18/2024 | Workiva | WK | Upgrade | Buy (Hold) |
105.42 (64.90) |
-38.44% | Details | |
| 12/10/2024 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 12/10/2024 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 12/9/2024 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | Couchbase Inc | BASE | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2024 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2024 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 11/21/2024 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2024 | EverCommerce Inc | EVCM | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2024 | Workiva | WK | Maintain | Hold (N/A) |
|
Details | ||
| 11/7/2024 | Paycor HCM Inc | PYCR | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2024 | Vertex Inc. | VERX | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2024 | Asure Software | ASUR | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | Paylocity Holding | PCTY | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | Paycom Software | PAYC | Maintain | Hold (N/A) |
|
Details | ||
| 10/31/2024 | Confluent Inc | CFLT | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 10/16/2024 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 9/25/2024 | Confluent Inc | CFLT | Maintain | Buy (Buy) |
|
Details | ||
| 9/10/2024 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 9/5/2024 | Couchbase Inc | BASE | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2024 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2024 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2024 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 8/23/2024 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2024 | Paycor HCM Inc | PYCR | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2024 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2024 | Rapid7 | RPD | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2024 | Paylocity Holding | PCTY | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2024 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2024 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2024 | Workiva | WK | Maintain | Hold (N/A) |
|
Details | ||
| 6/12/2024 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 5/31/2024 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2024 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 5/24/2024 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 5/24/2024 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2024 | Rapid7 | RPD | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2024 | Paycom Software | PAYC | Maintain | Hold (N/A) |
|
Details | ||
| 4/26/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2024 | HashiCorp Inc | HCP | Downgrade | Hold (Buy) |
31.41 (34.78) |
10.73% | Details | |
| 3/12/2024 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 3/8/2024 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2024 | HashiCorp Inc | HCP | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2024 | Couchbase Inc | BASE | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2024 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2024 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 2/23/2024 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2024 | Workiva | WK | Maintain | Hold (N/A) |
|
Details | ||
| 2/20/2024 | Confluent Inc | CFLT | New Coverage | Buy (N/A) |
33.96 (26.97) |
-20.58% | Details | |
| 2/9/2024 | Paylocity Holding | PCTY | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2024 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2024 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2024 | Ceridian HCM Holding Inc. | CDAY | New Coverage | Buy (N/A) |
65.59 (69.52) |
5.99% | Details | |
| 12/12/2023 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 12/7/2023 | Couchbase Inc | BASE | Maintain | Buy (N/A) |
|
Details | ||
| 12/7/2023 | Datadog | DDOG | Upgrade | Buy (Hold) |
118.07 (142.16) |
20.4% | Details | |
| 11/30/2023 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 11/29/2023 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 11/29/2023 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2023 | Asure Software | ASUR | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2023 | Paycor HCM Inc | PYCR | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2023 | Datadog | DDOG | Maintain | Hold (N/A) |
|
Details | ||
| 11/7/2023 | EverCommerce Inc | EVCM | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Rapid7 | RPD | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2023 | Paycom Software | PAYC | Downgrade | Hold (Buy) |
240.06 (138.01) |
-42.51% | Details | |
| 10/31/2023 | Workiva | WK | Maintain | Hold (N/A) |
|
Details | ||
| 10/26/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2023 | HashiCorp Inc | HCP | Maintain | Buy (N/A) |
|
Details | ||
| 9/21/2023 | Splunk | SPLK | Maintain | Hold (N/A) |
|
Details | ||
| 9/8/2023 | Asure Software | ASUR | New Coverage | Buy (N/A) |
11.92 (9.45) |
-20.72% | Details | |
| 9/1/2023 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2023 | HashiCorp Inc | HCP | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2023 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 8/31/2023 | CrowdStrike Holdings | CRWD | Maintain | Hold (N/A) |
|
Details | ||
| 8/25/2023 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2023 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 8/9/2023 | Datadog | DDOG | Downgrade | Hold (Buy) |
106.30 (118.07) |
11.07% | Details | |
| 8/4/2023 | Workiva | WK | Maintain | Hold (N/A) |
|
Details | ||
| 8/4/2023 | Paylocity Holding | PCTY | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2023 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2023 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2023 | Paycom Software | PAYC | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2023 | Olo Inc. | OLO | Maintain | Hold (N/A) |
|
Details | ||
| 7/27/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 7/20/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 6/23/2023 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2023 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 6/8/2023 | HashiCorp Inc | HCP | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2023 | Couchbase Inc | BASE | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2023 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2023 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 6/1/2023 | CrowdStrike Holdings | CRWD | Maintain | Hold (N/A) |
|
Details | ||
| 5/31/2023 | Veritone | VERI | Maintain | Hold (N/A) |
|
Details | ||
| 5/26/2023 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2023 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2023 | Paycor HCM Inc | PYCR | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2023 | Workday | WDAY | Downgrade | Hold (Buy) |
181.92 (151.07) |
-16.96% | Details | |
| 5/8/2023 | Snowflake Inc. | SNOW | Upgrade | Buy (Hold) |
155.27 (180.48) |
16.24% | Details | |
| 5/5/2023 | Paylocity Holding | PCTY | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2023 | Workiva | WK | Maintain | Hold (N/A) |
|
Details | ||
| 4/27/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2023 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2023 | CrowdStrike Holdings | CRWD | Maintain | Hold (N/A) |
|
Details | ||
| 4/3/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2023 | Dynatrace Inc. | DT | New Coverage | Buy (N/A) |
39.24 (39.28) |
0.1% | Details | |
| 3/10/2023 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 3/8/2023 | Couchbase Inc | BASE | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2023 | CrowdStrike Holdings | CRWD | Maintain | Hold (N/A) |
|
Details | ||
| 3/2/2023 | Snowflake Inc. | SNOW | Maintain | Hold (N/A) |
|
Details | ||
| 2/28/2023 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2023 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2023 | Olo Inc. | OLO | Maintain | Hold (N/A) |
|
Details | ||
| 2/22/2023 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2023 | Workiva | WK | Maintain | Hold (N/A) |
|
Details | ||
| 2/13/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2023 | Rapid7 | RPD | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2023 | Paycor HCM Inc | PYCR | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2023 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2023 | Vertex Inc. | VERX | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2023 | CrowdStrike Holdings | CRWD | Maintain | Hold (N/A) |
|
Details | ||
| 12/20/2022 | Cognyte Software Ltd. | CGNT | Maintain | Hold (N/A) |
|
Details | ||
| 12/13/2022 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 12/8/2022 | HashiCorp Inc | HCP | Maintain | Buy (N/A) |
|
Details | ||
| 12/7/2022 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2022 | Snowflake Inc. | SNOW | Maintain | Hold (N/A) |
|
Details | ||
| 12/1/2022 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2022 | Splunk | SPLK | Maintain | Hold (N/A) |
|
Details | ||
| 11/30/2022 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2022 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 11/29/2022 | CrowdStrike Holdings | CRWD | Downgrade | Hold (Buy) |
139.45 (428.99) |
207.63% | Details | |
| 11/11/2022 | EverCommerce Inc | EVCM | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2022 | Vertex Inc. | VERX | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2022 | Veritone | VERI | Maintain | Hold (N/A) |
|
Details | ||
| 11/3/2022 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2022 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2022 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2022 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2022 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 9/29/2022 | Cognyte Software Ltd. | CGNT | Downgrade | Hold (Buy) |
4.40 (8.69) |
97.5% | Details | |
| 9/20/2022 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 9/16/2022 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2022 | Workiva | WK | Maintain | Hold (N/A) |
|
Details | ||
| 9/2/2022 | HashiCorp Inc | HCP | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2022 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 8/31/2022 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2022 | Splunk | SPLK | Maintain | Hold (N/A) |
|
Details | ||
| 8/25/2022 | Snowflake Inc. | SNOW | Maintain | Hold (N/A) |
|
Details | ||
| 8/24/2022 | Paycor HCM Inc | PYCR | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2022 | Intuit | INTU | Maintain | (N/A) |
|
Details | ||
| 8/17/2022 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2022 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | Olo Inc. | OLO | Downgrade | Hold (Buy) |
13.23 (10.26) |
-22.45% | Details | |
| 8/9/2022 | EverCommerce Inc | EVCM | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2022 | Avalara | AVLR | Downgrade | Hold (Buy) |
95.55 (93.48) |
-2.17% | Details | |
| 8/4/2022 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2022 | Paycom Software | PAYC | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2022 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2022 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2022 | Cognyte Software Ltd. | CGNT | Maintain | Buy (N/A) |
|
Details | ||
| 6/14/2022 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 6/8/2022 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2022 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2022 | Snowflake Inc. | SNOW | Maintain | Hold (N/A) |
|
Details | ||
| 5/25/2022 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2022 | Olo Inc. | OLO | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2022 | EverCommerce Inc | EVCM | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2022 | Workiva | WK | Downgrade | Hold (Buy) |
96.66 (105.42) |
9.06% | Details | |
| 4/29/2022 | Veritone | VERI | Maintain | Hold (N/A) |
|
Details | ||
| 4/27/2022 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2022 | Cognyte Software Ltd. | CGNT | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2022 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2022 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2022 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2022 | EverCommerce Inc | EVCM | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2022 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2022 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2022 | Evolv Technologies Holdings Inc. | EVLV | Downgrade | Hold (Buy) |
3.09 (5.08) |
64.4% | Details | |
| 3/11/2022 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 3/11/2022 | HashiCorp Inc | HCP | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2022 | Couchbase Inc | BASE | Maintain | Buy (N/A) |
|
Details | ||
| 3/9/2022 | Vertex Inc. | VERX | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2022 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2022 | Veritone | VERI | Maintain | Hold (N/A) |
|
Details | ||
| 3/4/2022 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2022 | Snowflake Inc. | SNOW | Maintain | Hold (N/A) |
|
Details | ||
| 3/1/2022 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2022 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2022 | VMware | VMW | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2022 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2022 | Olo Inc. | OLO | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2022 | Workiva | WK | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2022 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2022 | Paylocity Holding | PCTY | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2022 | Paylocity Holding | PCTY | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2022 | Paycor HCM Inc | PYCR | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2022 | Paycom Software | PAYC | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2022 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/24/2022 | Veritone | VERI | Maintain | Hold (N/A) |
|
Details | ||
| 1/3/2022 | HashiCorp Inc | HCP | New Coverage | Buy (N/A) |
90.54 (34.78) |
-61.59% | Details | |
| 12/22/2021 | Workiva | WK | New Coverage | Buy (N/A) |
134.67 (64.90) |
-51.81% | Details | |
| 12/10/2021 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 12/7/2021 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2021 | Splunk | SPLK | Maintain | Hold (N/A) |
|
Details | ||
| 12/2/2021 | Snowflake Inc. | SNOW | Maintain | Hold (N/A) |
|
Details | ||
| 12/2/2021 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2021 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2021 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2021 | Vertex Inc. | VERX | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2021 | EverCommerce Inc | EVCM | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2021 | Paylocity Holding | PCTY | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2021 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2021 | VMware | VMW | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2021 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2021 | Snowflake Inc. | SNOW | Maintain | Hold (N/A) |
|
Details | ||
| 9/14/2021 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 9/9/2021 | Couchbase Inc | BASE | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2021 | Paycor HCM Inc | PYCR | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2021 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2021 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2021 | Splunk | SPLK | Maintain | Hold (N/A) |
|
Details | ||
| 8/26/2021 | Snowflake Inc. | SNOW | Maintain | Hold (N/A) |
|
Details | ||
| 8/26/2021 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2021 | Evolv Technologies Holdings Inc. | EVLV | New Coverage | Buy (N/A) |
7.95 (5.08) |
-36.1% | Details | |
| 8/25/2021 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2021 | Paycor HCM Inc | PYCR | New Coverage | Buy (N/A) |
34.67 (22.86) |
-34.06% | Details | |
| 8/16/2021 | Couchbase Inc | BASE | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | Vertex Inc. | VERX | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | McAfee Corp. | MCFE | Maintain | Hold (N/A) |
|
Details | ||
| 8/11/2021 | Olo Inc. | OLO | Upgrade | Buy (Hold) |
38.01 (10.26) |
-73.01% | Details | |
| 8/6/2021 | Paylocity Holding | PCTY | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2021 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2021 | DigitalOcean | DOCN | Maintain | Hold (N/A) |
|
Details | ||
| 8/5/2021 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2021 | Paycom Software | PAYC | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2021 | Tenable | TENB | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 7/20/2021 | Rapid7 | RPD | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2021 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2021 | QAD Inc | QADA | Downgrade | Hold (Buy) |
72.90 (87.63) |
20.21% | Details | |
| 6/23/2021 | Nutanix | NTNX | Maintain | Hold (N/A) |
|
Details | ||
| 6/22/2021 | CrowdStrike Holdings | CRWD | Upgrade | Buy (Hold) |
244.91 (428.99) |
75.16% | Details | |
| 6/16/2021 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 6/3/2021 | Splunk | SPLK | Maintain | Hold (N/A) |
|
Details | ||
| 5/27/2021 | QAD Inc | QADA | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2021 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2021 | Veritone | VERI | Maintain | Hold (N/A) |
|
Details | ||
| 5/6/2021 | Fastly Inc. | FSLY | Maintain | Hold (N/A) |
|
Details | ||
| 5/5/2021 | McAfee Corp. | MCFE | Maintain | Hold (N/A) |
|
Details | ||
| 4/22/2021 | Teradata | TDC | Maintain | Hold (N/A) |
|
Details | ||
| 4/19/2021 | DigitalOcean | DOCN | New Coverage | Hold (N/A) |
44.96 (54.45) |
21.11% | Details | |
| 4/12/2021 | Olo Inc. | OLO | New Coverage | Hold (N/A) |
29.07 (10.26) |
-64.71% | Details | |
| 3/25/2021 | QAD Inc | QADA | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2021 | Cloudera | CLDR | Maintain | Hold (N/A) |
|
Details | ||
| 3/11/2021 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 2/25/2021 | Nutanix | NTNX | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2021 | Fastly Inc. | FSLY | Maintain | Hold (N/A) |
|
Details | ||
| 2/18/2021 | CrowdStrike Holdings | CRWD | New Coverage | Hold (N/A) |
242.42 (244.91) |
1.03% | Details | |
| 2/18/2021 | McAfee Corp. | MCFE | New Coverage | Hold (N/A) |
19.59 (25.99) |
32.67% | Details | |
| 2/18/2021 | Tenable | TENB | New Coverage | Buy (N/A) |
44.93 (21.04) |
-53.17% | Details | |
| 2/18/2021 | Rapid7 | RPD | New Coverage | Buy (N/A) |
82.61 (7.07) |
-91.44% | Details | |
| 2/18/2021 | Cogentix Medical | CGNT | New Coverage | Buy (N/A) |
30.20 (4.40) |
-85.43% | Details | |
| 2/12/2021 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/15/2021 | Elastic NV. | ESTC | Upgrade | Buy (Hold) |
150.14 (53.73) |
-64.21% | Details | |
| 12/22/2020 | Paycom Software | PAYC | Maintain | Buy (N/A) |
|
Details | ||
| 12/21/2020 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 12/21/2020 | Veritone | VERI | New Coverage | Hold (N/A) |
26.56 (2.98) |
-88.78% | Details | |
| 12/8/2020 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2020 | Splunk | SPLK | Downgrade | Hold (Buy) |
206.43 (156.90) |
-23.99% | Details | |
| 11/25/2020 | VMware | VMW | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2020 | QAD Inc | QADA | Maintain | Buy (N/A) |
|
Details | ||
| 11/24/2020 | Nutanix | NTNX | Maintain | Hold (N/A) |
|
Details | ||
| 11/20/2020 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 11/16/2020 | Workday | WDAY | Maintain | Buy (Buy) |
|
Details | ||
| 11/6/2020 | Alarm.com | ALRM | Maintain | Hold (N/A) |
|
Details | ||
| 11/5/2020 | Paycom Software | PAYC | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2020 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2020 | Fastly Inc. | FSLY | Downgrade | Hold (Buy) |
128.83 (20.14) |
-84.37% | Details | |
| 10/12/2020 | JFrog | FROG | New Coverage | Hold (N/A) |
73.37 (40.59) |
-44.68% | Details | |
| 10/12/2020 | Snowflake Inc. | SNOW | New Coverage | Hold (N/A) |
240.19 (180.48) |
-24.86% | Details | |
| 10/2/2020 | Paylocity Holding | PCTY | Upgrade | Buy (Hold) |
161.42 (120.10) |
-25.6% | Details | |
| 10/2/2020 | Workday | WDAY | Upgrade | Buy (Hold) |
215.13 (151.07) |
-29.78% | Details | |
| 10/1/2020 | Paycom Software | PAYC | Upgrade | Buy (Hold) |
311.30 (138.01) |
-55.67% | Details | |
| 9/30/2020 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 9/11/2020 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 9/3/2020 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2020 | Nutanix | NTNX | Maintain | Hold (N/A) |
|
Details | ||
| 8/28/2020 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 8/27/2020 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2020 | Elastic NV. | ESTC | Maintain | Hold (N/A) |
|
Details | ||
| 8/26/2020 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/24/2020 | Vertex Inc. | VERX | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2020 | Paylocity Holding | PCTY | Maintain | Hold (N/A) |
|
Details | ||
| 8/6/2020 | Alarm.com | ALRM | Maintain | Hold (N/A) |
|
Details | ||
| 8/6/2020 | Fastly Inc. | FSLY | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2020 | Paycom Software | PAYC | Maintain | Hold (N/A) |
|
Details | ||
| 7/31/2020 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2020 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 7/20/2020 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 7/20/2020 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2020 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2020 | VMware | VMW | Upgrade | Buy (Hold) |
148.00 (142.48) |
-3.73% | Details | |
| 6/17/2020 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 5/29/2020 | VMware | VMW | Maintain | Hold (N/A) |
|
Details | ||
| 5/28/2020 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 5/28/2020 | QAD Inc | QADA | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2020 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2020 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2020 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2020 | Paylocity Holding | PCTY | Maintain | Hold (N/A) |
|
Details | ||
| 5/8/2020 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2020 | Nutanix | NTNX | Maintain | Hold (N/A) |
|
Details | ||
| 4/29/2020 | Paycom Software | PAYC | Maintain | Hold (N/A) |
|
Details | ||
| 4/20/2020 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2020 | Paycom Software | PAYC | Maintain | Hold (N/A) |
|
Details | ||
| 4/16/2020 | Paylocity Holding | PCTY | Downgrade | Hold (Buy) |
99.98 (120.10) |
20.12% | Details | |
| 3/19/2020 | QAD Inc | QADA | Maintain | Buy (N/A) |
|
Details | ||
| 3/18/2020 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2020 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 3/11/2020 | Cloudera | CLDR | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2020 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2020 | VMware | VMW | Maintain | Hold (N/A) |
|
Details | ||
| 2/28/2020 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 2/27/2020 | Nutanix | NTNX | Maintain | Hold (N/A) |
|
Details | ||
| 2/14/2020 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2020 | Paylocity Holding | PCTY | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2020 | Paylocity Holding | PCTY | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2020 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2020 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2020 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/23/2020 | Citrix Systems | CTXS | Maintain | Hold (N/A) |
|
Details | ||
| 1/21/2020 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/20/2020 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2019 | Cloudera | CLDR | Maintain | Hold (N/A) |
|
Details | ||
| 11/27/2019 | VMware | VMW | Maintain | Hold (N/A) |
|
Details | ||
| 11/27/2019 | QAD Inc | QADA | Maintain | Buy (N/A) |
|
Details | ||
| 11/27/2019 | VMware | VMW | Maintain | Hold (N/A) |
|
Details | ||
| 11/26/2019 | Nutanix | NTNX | Maintain | Hold (N/A) |
|
Details | ||
| 11/22/2019 | Splunk | SPLK | Maintain | Buy (Buy) |
|
Details | ||
| 11/18/2019 | Splunk | SPLK | Maintain | Buy (Buy) |
|
Details | ||
| 11/18/2019 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2019 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2019 | Teradata | TDC | Downgrade | Hold (Buy) |
30.25 (28.02) |
-7.37% | Details | |
| 11/6/2019 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2019 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/16/2019 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 10/14/2019 | Datadog | DDOG | New Coverage | Buy (N/A) |
35.60 (125.75) |
253.23% | Details | |
| 9/11/2019 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2019 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 8/23/2019 | VMware | VMW | Maintain | Hold (N/A) |
|
Details | ||
| 8/23/2019 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2019 | Nutanix | NTNX | Maintain | Hold (N/A) |
|
Details | ||
| 8/8/2019 | Avalara | AVLR | Upgrade | Buy (Hold) |
79.33 (95.55) |
20.45% | Details | |
| 8/2/2019 | Everbridge | EVBG | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2019 | Carbonite | CARB | Maintain | Hold (N/A) |
|
Details | ||
| 7/19/2019 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2019 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 6/19/2019 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2019 | Fastly Inc. | FSLY | New Coverage | Buy (N/A) |
21.24 (20.14) |
-5.18% | Details | |
| 6/6/2019 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 6/6/2019 | Cloudera | CLDR | Downgrade | Hold (Buy) |
9.11 (15.99) |
75.52% | Details | |
| 5/31/2019 | Nutanix | NTNX | Maintain | Hold (N/A) |
|
Details | ||
| 5/29/2019 | Workday | WDAY | Maintain | Hold (Hold) |
|
Details | ||
| 5/24/2019 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 5/24/2019 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2019 | Paylocity Holding | PCTY | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2019 | Elastic NV. | ESTC | New Coverage | Hold (N/A) |
88.34 (53.73) |
-39.18% | Details | |
| 5/9/2019 | ChannelAdvisor | ECOM | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2019 | Avalara | AVLR | Maintain | Hold (N/A) |
|
Details | ||
| 5/7/2019 | Everbridge | EVBG | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2019 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2019 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 3/26/2019 | Ultimate Software | ULTI | Downgrade | Hold (Buy) |
329.76 (11.65) |
-96.47% | Details | |
| 3/21/2019 | QAD Inc | QADA | Maintain | Buy (N/A) |
|
Details | ||
| 3/18/2019 | Everbridge | EVBG | Maintain | Buy (N/A) |
|
Details | ||
| 3/14/2019 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 3/14/2019 | Cloudera | CLDR | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2019 | VMware | VMW | Maintain | Hold (N/A) |
|
Details | ||
| 3/1/2019 | Nutanix | NTNX | Downgrade | Hold (Buy) |
50.82 (39.83) |
-21.63% | Details | |
| 2/20/2019 | Everbridge | EVBG | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2019 | Carbonite | CARB | Downgrade | Hold (Buy) |
29.45 (22.98) |
-21.97% | Details | |
| 12/20/2018 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2018 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 11/30/2018 | VMware | VMW | Maintain | Hold (N/A) |
|
Details | ||
| 11/29/2018 | Nutanix | NTNX | Maintain | Buy (N/A) |
|
Details | ||
| 11/28/2018 | Nutanix | NTNX | Maintain | Buy (N/A) |
|
Details | ||
| 11/26/2018 | Splunk | SPLK | Maintain | Buy (Buy) |
|
Details | ||
| 11/8/2018 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2018 | Avalara | AVLR | Maintain | Hold (N/A) |
|
Details | ||
| 10/29/2018 | Red Hat | RHT | Downgrade | Hold (Buy) |
120.52 (187.71) |
55.75% | Details | |
| 10/25/2018 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2018 | Cloudera | CLDR | Maintain | Buy (N/A) |
|
Details | ||
| 9/20/2018 | Red Hat | RHT | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2018 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 9/17/2018 | Microsoft | MSFT | Maintain | Buy (Buy) |
|
Details | ||
| 9/6/2018 | MongoDB | MDB | Maintain | Buy (Buy) |
|
Details | ||
| 9/6/2018 | Cloudera | CLDR | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2018 | Workday | WDAY | Maintain | Hold (N/A) |
|
Details | ||
| 8/24/2018 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 8/24/2018 | VMware | VMW | Maintain | Hold (N/A) |
|
Details | ||
| 8/24/2018 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 8/24/2018 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2018 | QAD Inc | QADA | Maintain | Buy (Buy) |
|
Details | ||
| 8/23/2018 | QAD Inc | QADA | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2018 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2018 | Carbonite | CARB | New Coverage | Buy (N/A) |
39.40 (29.45) |
-25.25% | Details |
