Ratings by Jefferies (Brent Thill)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/1/2026 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 6/22/2026 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 6/15/2026 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2026 | Docusign Inc. | DOCU | Maintain | Hold (N/A) |
|
Details | ||
| 6/4/2026 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2026 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2026 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2026 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2026 | CoreWeave | CRWV | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2026 | Autodesk | ADSK | New Coverage | Buy (N/A) |
227.14 (208.45) |
-8.23% | Details | |
| 3/12/2026 | Atlassian Corporation | TEAM | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2026 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2026 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2026 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2026 | IBM | IBM | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2026 | Asana | ASAN | Maintain | Hold (N/A) |
|
Details | ||
| 2/23/2026 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2026 | GoDaddy Inc | GDDY | Maintain | Hold (N/A) |
|
Details | ||
| 2/23/2026 | Adobe | ADBE | Maintain | Hold (N/A) |
|
Details | ||
| 2/23/2026 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2026 | Freshworks Inc | FRSH | Downgrade | Hold (Buy) |
7.63 (10.36) |
35.78% | Details | |
| 2/23/2026 | monday.com Ltd. | MNDY | Downgrade | Hold (Buy) |
76.00 (82.47) |
8.51% | Details | |
| 2/23/2026 | Docusign Inc. | DOCU | Downgrade | Hold (Buy) |
44.12 (49.18) |
11.47% | Details | |
| 2/23/2026 | Workday | WDAY | Downgrade | Hold (Buy) |
140.02 (138.95) |
-0.76% | Details | |
| 2/12/2026 | Unity Software | U | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2026 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2026 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2026 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2026 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2026 | IBM | IBM | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2026 | Meta Platforms Inc. | META | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2026 | CoreWeave | CRWV | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2026 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2026 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/15/2026 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2026 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2026 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2026 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2026 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2026 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2026 | Adobe | ADBE | Downgrade | Hold (Buy) |
349.99 (223.64) |
-36.1% | Details | |
| 1/5/2026 | IBM | IBM | Upgrade | Buy (Hold) |
296.21 (287.56) |
-2.92% | Details | |
| 12/16/2025 | Okta, Inc | OKTA | Upgrade | Buy (Hold) |
90.18 (138.63) |
53.73% | Details | |
| 12/11/2025 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2025 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 11/24/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 11/24/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 11/21/2025 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2025 | SEMrush Holdings, Inc | SEMR | Downgrade | Hold (Buy) |
11.76 (12.00) |
2.04% | Details | |
| 11/14/2025 | Similarweb Ltd | SMWB | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2025 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2025 | CoreWeave | CRWV | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2025 | CS Disco Inc. | LAW | Maintain | Hold (N/A) |
|
Details | ||
| 11/6/2025 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | Upwork Inc. | UPWK | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 10/30/2025 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2025 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2025 | IBM | IBM | Maintain | Hold (N/A) |
|
Details | ||
| 10/17/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 10/2/2025 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2025 | Progress Software | PRGS | Maintain | Hold (N/A) |
|
Details | ||
| 9/23/2025 | Zillow Group | ZG | Maintain | Buy (N/A) |
|
Details | ||
| 9/22/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 9/15/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 8/21/2025 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 8/11/2025 | Dropbox | DBX | Maintain | Hold (N/A) |
|
Details | ||
| 8/6/2025 | Unity Software | U | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2025 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2025 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 7/16/2025 | Unity Software | U | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 7/1/2025 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2025 | Asana | ASAN | Maintain | Hold (N/A) |
|
Details | ||
| 5/30/2025 | Unity Software | U | Upgrade | Buy (Hold) |
23.77 (30.89) |
29.95% | Details | |
| 5/28/2025 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2025 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2025 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2025 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2025 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2025 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2025 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 5/1/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2025 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2025 | CoreWeave | CRWV | New Coverage | Buy (N/A) |
39.09 (88.88) |
127.37% | Details | |
| 4/7/2025 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2025 | Sonos Inc. | SONO | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2025 | Vimeo | VMEO | Maintain | Hold (N/A) |
|
Details | ||
| 4/7/2025 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2025 | GoDaddy Inc | GDDY | Maintain | Hold (N/A) |
|
Details | ||
| 4/7/2025 | Upwork Inc. | UPWK | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2025 | Unity Software | U | Maintain | Hold (N/A) |
|
Details | ||
| 4/7/2025 | Atlassian Corporation | TEAM | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2025 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2025 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2025 | Dynatrace Inc. | DT | Maintain | Buy (Buy) |
|
Details | ||
| 4/7/2025 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2025 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2025 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2025 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 3/18/2025 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 3/14/2025 | Docusign Inc. | DOCU | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2025 | Asana | ASAN | Maintain | Hold (N/A) |
|
Details | ||
| 3/5/2025 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 2/26/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2025 | Chegg | CHGG | Maintain | Underperform (N/A) |
|
Details | ||
| 2/20/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2025 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2025 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 2/13/2025 | Upwork Inc. | UPWK | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2025 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2025 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 2/4/2025 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 1/30/2025 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2025 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 1/24/2025 | Atlassian Corporation | TEAM | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2025 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 1/6/2025 | Procore Technologies, Inc | PCOR | Upgrade | Buy (Hold) |
75.17 (43.33) |
-42.36% | Details | |
| 1/6/2025 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 12/16/2024 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 12/16/2024 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2024 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2024 | Docusign Inc. | DOCU | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2024 | Asana | ASAN | Maintain | Hold (N/A) |
|
Details | ||
| 12/3/2024 | Docusign Inc. | DOCU | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2024 | Procore Technologies, Inc | PCOR | Maintain | Hold (N/A) |
|
Details | ||
| 11/21/2024 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2024 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2024 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2024 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 11/14/2024 | Atlassian Corporation | TEAM | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2024 | Palantir Technologies Inc. | PLTR | Downgrade | Underperform (Hold) |
51.13 (126.79) |
147.98% | Details | |
| 11/1/2024 | Atlassian Corporation | TEAM | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2024 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2024 | CS Disco Inc. | LAW | Maintain | Hold (N/A) |
|
Details | ||
| 10/29/2024 | Procore Technologies, Inc | PCOR | Maintain | Hold (N/A) |
|
Details | ||
| 10/17/2024 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 9/24/2024 | Smartsheet Inc. | SMAR | Downgrade | Hold (Buy) |
52.09 (56.47) |
8.41% | Details | |
| 9/10/2024 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2024 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2024 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2024 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 8/23/2024 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2024 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2024 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2024 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2024 | Roper Industries | ROP | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2024 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2024 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2024 | LegalZoom.com Inc | LZ | Upgrade | Buy (Hold) |
6.67 (7.25) |
8.7% | Details | |
| 7/29/2024 | Palantir Technologies Inc. | PLTR | Maintain | Hold (N/A) |
|
Details | ||
| 7/25/2024 | Instructure, Inc. | INST | Downgrade | Hold (Buy) |
22.73 (23.60) |
3.83% | Details | |
| 7/10/2024 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2024 | Oracle | ORCL | Maintain | Buy (Buy) |
|
Details | ||
| 7/9/2024 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2024 | Alphabet | GOOG | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2024 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2024 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2024 | PowerSchool Holdings Inc. | PWSC | Downgrade | Hold (Buy) |
22.37 (22.81) |
1.97% | Details | |
| 6/7/2024 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2024 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2024 | SEMrush Holdings, Inc | SEMR | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2024 | Chegg | CHGG | Downgrade | Underperform (Hold) |
7.10 (0.85) |
-88.03% | Details | |
| 4/26/2024 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2024 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2024 | IBM | IBM | Maintain | Hold (N/A) |
|
Details | ||
| 4/19/2024 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2024 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2024 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 4/4/2024 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 3/27/2024 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2024 | Smartsheet Inc. | SMAR | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2024 | Oracle | ORCL | 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 | ||
| 2/28/2024 | Sonos Inc. | SONO | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2024 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2024 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2024 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2024 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2024 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2024 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2024 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2024 | Similarweb Ltd | SMWB | New Coverage | Buy (N/A) |
5.93 (6.66) |
12.31% | Details | |
| 2/7/2024 | SEMrush Holdings, Inc | SEMR | Upgrade | Buy (Hold) |
11.16 (11.76) |
5.38% | Details | |
| 2/6/2024 | Palantir Technologies Inc. | PLTR | Upgrade | Hold (Underperform) |
17.02 (51.13) |
200.41% | Details | |
| 2/5/2024 | PowerSchool Holdings Inc. | PWSC | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2024 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2024 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2024 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 1/29/2024 | CS Disco Inc. | LAW | Maintain | Hold (N/A) |
|
Details | ||
| 1/29/2024 | Atlassian Corporation | TEAM | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2024 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2024 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 1/24/2024 | Unity Software | U | Maintain | Hold (N/A) |
|
Details | ||
| 1/24/2024 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2024 | Palantir Technologies Inc. | PLTR | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2024 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2024 | Udemy Inc | UDMY | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2024 | Sonos Inc. | SONO | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2024 | GoDaddy Inc | GDDY | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2024 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2024 | Chegg | CHGG | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2024 | Upwork Inc. | UPWK | Upgrade | Buy (Hold) |
13.89 (8.82) |
-36.5% | Details | |
| 1/8/2024 | Yelp | YELP | Maintain | Hold (N/A) |
|
Details | ||
| 1/5/2024 | Palantir Technologies Inc. | PLTR | Downgrade | Underperform (Hold) |
16.09 (17.02) |
5.78% | Details | |
| 1/5/2024 | Vimeo | VMEO | Downgrade | Hold (Buy) |
3.80 (7.85) |
106.58% | Details | |
| 1/5/2024 | Okta, Inc | OKTA | Downgrade | Hold (Buy) |
83.87 (90.18) |
7.52% | Details | |
| 1/5/2024 | Instructure, Inc. | INST | Upgrade | Buy (Hold) |
25.08 (22.73) |
-9.37% | Details | |
| 1/5/2024 | Freshworks Inc | FRSH | Upgrade | Buy (Hold) |
21.51 (10.36) |
-51.84% | Details | |
| 1/5/2024 | monday.com Ltd. | MNDY | Upgrade | Buy (Hold) |
171.92 (82.47) |
-52.03% | Details | |
| 1/5/2024 | Dynatrace Inc. | DT | Upgrade | Buy (Hold) |
51.64 (43.68) |
-15.41% | Details | |
| 1/5/2024 | IBM | IBM | New Coverage | Hold (N/A) |
160.10 (287.56) |
79.61% | Details | |
| 12/14/2023 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 12/8/2023 | Smartsheet Inc. | SMAR | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2023 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 11/29/2023 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 11/29/2023 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 11/27/2023 | Zuora Inc. | ZUO | Maintain | Hold (N/A) |
|
Details | ||
| 11/27/2023 | Splunk | SPLK | Downgrade | Hold (Buy) |
151.54 (156.90) |
3.54% | Details | |
| 11/8/2023 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Procore Technologies, Inc | PCOR | Downgrade | Hold (Buy) |
61.09 (43.33) |
-29.07% | Details | |
| 10/27/2023 | Cloudflare Inc. | NET | Maintain | Hold (N/A) |
|
Details | ||
| 10/18/2023 | Elastic NV. | ESTC | Upgrade | Buy (Hold) |
79.05 (60.24) |
-23.8% | Details | |
| 10/18/2023 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 10/2/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 9/20/2023 | Chegg | CHGG | Maintain | Hold (N/A) |
|
Details | ||
| 9/11/2023 | Freshworks Inc | FRSH | Maintain | Hold (N/A) |
|
Details | ||
| 9/11/2023 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 9/7/2023 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 8/31/2023 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2023 | Elastic NV. | ESTC | Maintain | Hold (N/A) |
|
Details | ||
| 8/15/2023 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 8/14/2023 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2023 | Atlassian Corporation | TEAM | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2023 | Freshworks Inc | FRSH | Maintain | Hold (N/A) |
|
Details | ||
| 8/1/2023 | Dynatrace Inc. | DT | Maintain | Hold (N/A) |
|
Details | ||
| 8/1/2023 | Palantir Technologies Inc. | PLTR | Maintain | Hold (N/A) |
|
Details | ||
| 8/1/2023 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2023 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2023 | Yelp | YELP | Maintain | Hold (N/A) |
|
Details | ||
| 7/24/2023 | Roper Industries | ROP | Maintain | Buy (N/A) |
|
Details | ||
| 7/20/2023 | Cloudflare Inc. | NET | Maintain | Hold (N/A) |
|
Details | ||
| 7/19/2023 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 6/30/2023 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 6/27/2023 | Roper Industries | ROP | New Coverage | Buy (N/A) |
460.81 (355.90) |
-22.77% | Details | |
| 6/21/2023 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2023 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2023 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2023 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 6/1/2023 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2023 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2023 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2023 | Elastic NV. | ESTC | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2023 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2023 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2023 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2023 | Sonos Inc. | SONO | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2023 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2023 | Dynatrace Inc. | DT | Maintain | Hold (N/A) |
|
Details | ||
| 5/2/2023 | Palantir Technologies Inc. | PLTR | Maintain | Hold (N/A) |
|
Details | ||
| 5/2/2023 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2023 | Chegg | CHGG | Downgrade | Hold (Buy) |
17.98 (0.85) |
-95.27% | Details | |
| 4/28/2023 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2023 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 3/28/2023 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 3/28/2023 | Docusign Inc. | DOCU | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2023 | Docusign Inc. | DOCU | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2023 | Zuora Inc. | ZUO | Maintain | Hold (N/A) |
|
Details | ||
| 3/2/2023 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2023 | Elastic NV. | ESTC | Maintain | Hold (N/A) |
|
Details | ||
| 2/27/2023 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2023 | Zuora Inc. | ZUO | Maintain | Hold (N/A) |
|
Details | ||
| 2/10/2023 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2023 | Chegg | CHGG | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2023 | Cloudflare Inc. | NET | Maintain | Hold (N/A) |
|
Details | ||
| 2/3/2023 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2023 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2023 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2023 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/24/2023 | Sumo Logic Inc. | SUMO | Maintain | Hold (N/A) |
|
Details | ||
| 1/23/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2023 | Atlassian Corporation | TEAM | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2023 | GoDaddy Inc | GDDY | Downgrade | Hold (Buy) |
74.52 (88.92) |
19.32% | Details | |
| 1/10/2023 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2023 | Palantir Technologies Inc. | PLTR | Downgrade | Hold (Buy) |
6.58 (126.79) |
1826.9% | Details | |
| 1/5/2023 | Dropbox | DBX | Downgrade | Hold (Buy) |
22.81 (29.19) |
27.97% | Details | |
| 1/5/2023 | Oracle | ORCL | Upgrade | Buy (Hold) |
84.48 (140.64) |
66.48% | Details | |
| 1/5/2023 | Docusign Inc. | DOCU | Upgrade | Buy (Hold) |
56.27 (49.18) |
-12.6% | Details | |
| 1/5/2023 | Atlassian Corporation | TEAM | Upgrade | Buy (Hold) |
126.40 (88.86) |
-29.7% | Details | |
| 12/12/2022 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 12/1/2022 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2022 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2022 | Docusign Inc. | DOCU | New Coverage | Hold (N/A) |
45.79 (49.18) |
7.4% | Details | |
| 11/21/2022 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2022 | The Trade Desk | TTD | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2022 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2022 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2022 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2022 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2022 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2022 | Cloudflare Inc. | NET | Maintain | Hold (N/A) |
|
Details | ||
| 10/25/2022 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2022 | Snap Inc | SNAP | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2022 | Yelp | YELP | Maintain | Hold (N/A) |
|
Details | ||
| 9/30/2022 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 9/28/2022 | Progress Software | PRGS | Maintain | Hold (N/A) |
|
Details | ||
| 9/20/2022 | Elastic NV. | ESTC | Maintain | Hold (N/A) |
|
Details | ||
| 9/19/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Buy (N/A) |
|
Details | ||
| 9/19/2022 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 9/15/2022 | IronNet Inc. | IRNT | Downgrade | Underperform (Hold) |
2.20 (0.00) |
-100% | Details | |
| 9/12/2022 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2022 | Progress Software | PRGS | New Coverage | Hold (N/A) |
46.73 (37.86) |
-18.98% | Details | |
| 9/6/2022 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2022 | Asana | ASAN | Maintain | Hold (N/A) |
|
Details | ||
| 8/24/2022 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2022 | Procore Technologies, Inc | PCOR | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2022 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2022 | Elastic NV. | ESTC | Maintain | Hold (N/A) |
|
Details | ||
| 8/22/2022 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2022 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2022 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2022 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | CS Disco Inc. | LAW | Downgrade | Hold (Buy) |
28.66 (3.86) |
-86.53% | Details | |
| 8/8/2022 | monday.com Ltd. | MNDY | Maintain | Hold (N/A) |
|
Details | ||
| 8/8/2022 | Palantir Technologies Inc. | PLTR | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2022 | Cloudflare Inc. | NET | Maintain | Hold (N/A) |
|
Details | ||
| 8/5/2022 | Atlassian Corporation | TEAM | Maintain | Hold (N/A) |
|
Details | ||
| 8/3/2022 | Match Group | MTCH | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2022 | Match Group | MTCH | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2022 | Bumble Inc. | BMBL | Downgrade | Hold (Buy) |
37.60 (3.03) |
-91.94% | Details | |
| 7/29/2022 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2022 | Upwork Inc. | UPWK | Maintain | Hold (N/A) |
|
Details | ||
| 7/28/2022 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2022 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2022 | Freshworks Inc | FRSH | Maintain | Hold (N/A) |
|
Details | ||
| 7/26/2022 | Upland Software | UPLD | Maintain | Hold (N/A) |
|
Details | ||
| 7/26/2022 | Atlassian Corporation | TEAM | Maintain | Hold (N/A) |
|
Details | ||
| 7/26/2022 | MicroStrategy | MSTR | Downgrade | Underperform (Hold) |
281.92 (94.64) |
-66.43% | Details | |
| 7/22/2022 | Snap Inc | SNAP | Maintain | Buy (N/A) |
|
Details | ||
| 7/20/2022 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2022 | Snap Inc | SNAP | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2022 | Meta Platforms Inc. | META | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2022 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2022 | Snowflake Inc. | SNOW | Upgrade | Buy (Hold) |
151.53 (261.45) |
72.54% | Details | |
| 6/27/2022 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 6/17/2022 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 6/15/2022 | Sonos Inc. | SONO | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2022 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2022 | Udemy Inc | UDMY | Maintain | Hold (N/A) |
|
Details | ||
| 5/31/2022 | Upwork Inc. | UPWK | Maintain | Hold (N/A) |
|
Details | ||
| 5/31/2022 | Sonos Inc. | SONO | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2022 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2022 | Lyft | LYFT | Maintain | Hold (N/A) |
|
Details | ||
| 5/31/2022 | GoDaddy Inc | GDDY | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2022 | Uber Inc. | UBER | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2022 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2022 | PubMatic Inc | PUBM | Downgrade | Hold (Buy) |
20.15 (13.55) |
-32.75% | Details | |
| 5/24/2022 | Twitter, Inc. | TWTR | Maintain | Hold (N/A) |
|
Details | ||
| 5/24/2022 | Snap Inc | SNAP | Maintain | Buy (N/A) |
|
Details | ||
| 5/24/2022 | Meta Platforms Inc. | FB | Maintain | Buy (N/A) |
|
Details | ||
| 5/24/2022 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | Zuora Inc. | ZUO | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2022 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | IronNet Inc. | IRNT | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2022 | MicroStrategy | MSTR | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2022 | Dropbox | DBX | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | Upland Software | UPLD | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2022 | Freshworks Inc | FRSH | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2022 | CS Disco Inc. | LAW | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | Procore Technologies, Inc | PCOR | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | Asana | ASAN | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2022 | Smartsheet Inc. | SMAR | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | Cloudflare Inc. | NET | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2022 | Sumo Logic Inc. | SUMO | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2022 | Elastic NV. | ESTC | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2022 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | Snowflake Inc. | SNOW | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2022 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | Atlassian Corporation | TEAM | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2022 | VMware | VMW | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2022 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 5/23/2022 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2022 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2022 | Sonos Inc. | SONO | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2022 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2022 | Bumble Inc. | BMBL | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2022 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2022 | PubMatic Inc | PUBM | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2022 | The Trade Desk | TTD | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2022 | Sonos Inc. | SONO | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2022 | Vimeo | VMEO | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2022 | Uber Inc. | UBER | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2022 | Chegg | CHGG | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2022 | Match Group | MTCH | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2022 | Snap Inc | SNAP | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2022 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2022 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2022 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2022 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2022 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2022 | Snap Inc | SNAP | Maintain | Buy (N/A) |
|
Details | ||
| 4/20/2022 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2022 | Alphabet | GOOG | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2022 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2022 | Procore Technologies, Inc | PCOR | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2022 | Meta Platforms Inc. | FB | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2022 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2022 | Twitter, Inc. | TWTR | Maintain | Hold (N/A) |
|
Details | ||
| 4/8/2022 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2022 | Twitter, Inc. | TWTR | Maintain | Hold (N/A) |
|
Details | ||
| 3/31/2022 | Twitter, Inc. | TWTR | Maintain | Hold (N/A) |
|
Details | ||
| 3/31/2022 | Meta Platforms Inc. | FB | Maintain | Buy (N/A) |
|
Details | ||
| 3/25/2022 | Sonos Inc. | SONO | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2022 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 3/17/2022 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 3/16/2022 | Smartsheet Inc. | SMAR | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2022 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2022 | Bumble Inc. | BMBL | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2022 | Sonos Inc. | SONO | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2022 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2022 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2022 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2022 | Zuora Inc. | ZUO | Maintain | Hold (N/A) |
|
Details | ||
| 2/11/2022 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2022 | Uber Inc. | UBER | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2022 | Chegg | CHGG | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2022 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2022 | Sonos Inc. | SONO | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2022 | Meta Platforms Inc. | FB | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2022 | Cloudflare Inc. | NET | Maintain | Hold (N/A) |
|
Details | ||
| 2/2/2022 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2022 | Palantir Technologies Inc. | PLTR | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2022 | Match Group | MTCH | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2022 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2022 | Twitter, Inc. | TWTR | Maintain | Hold (N/A) |
|
Details | ||
| 1/28/2022 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2022 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2022 | Vimeo | VMEO | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2022 | Zillow | Z | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2022 | Yelp | YELP | Maintain | Hold (N/A) |
|
Details | ||
| 1/7/2022 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2022 | Upwork Inc. | UPWK | Maintain | Hold (N/A) |
|
Details | ||
| 1/7/2022 | Udemy Inc | UDMY | Maintain | Hold (N/A) |
|
Details | ||
| 1/7/2022 | Twitter, Inc. | TWTR | Maintain | Hold (N/A) |
|
Details | ||
| 1/7/2022 | Redfin Corp. | RDFN | Maintain | Hold (N/A) |
|
Details | ||
| 1/7/2022 | PubMatic Inc | PUBM | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2022 | Offerpad Solutions Inc. | OPAD | Maintain | Hold (N/A) |
|
Details | ||
| 1/7/2022 | Match Group | MTCH | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2022 | ironSource Ltd. | IS | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2022 | Bumble Inc. | BMBL | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2022 | Lyft | LYFT | Downgrade | Hold (Buy) |
43.59 (11.94) |
-72.61% | Details | |
| 1/7/2022 | Outbrain Inc | OB | Upgrade | Buy (Hold) |
13.60 (9.25) |
-31.99% | Details | |
| 1/7/2022 | The Trade Desk | TTD | Upgrade | Buy (Hold) |
79.64 (19.53) |
-75.48% | Details | |
| 1/6/2022 | Snowflake Inc. | SNOW | Maintain | Hold (N/A) |
|
Details | ||
| 1/6/2022 | Zuora Inc. | ZUO | Maintain | Hold (N/A) |
|
Details | ||
| 1/6/2022 | SEMrush Holdings, Inc | SEMR | Maintain | Hold (N/A) |
|
Details | ||
| 1/6/2022 | Sumo Logic Inc. | SUMO | Maintain | Hold (N/A) |
|
Details | ||
| 1/6/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2022 | IronNet Inc. | IRNT | Maintain | Hold (N/A) |
|
Details | ||
| 1/6/2022 | LegalZoom.com Inc | LZ | Maintain | Hold (N/A) |
|
Details | ||
| 1/6/2022 | monday.com Ltd. | MNDY | Maintain | Hold (N/A) |
|
Details | ||
| 1/6/2022 | MicroStrategy | MSTR | Maintain | Hold (N/A) |
|
Details | ||
| 1/6/2022 | Freshworks Inc | FRSH | Maintain | Hold (N/A) |
|
Details | ||
| 1/6/2022 | Upland Software | UPLD | Maintain | Hold (N/A) |
|
Details | ||
| 1/6/2022 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2022 | SailPoint Technologies Holdings | SAIL | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2022 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2022 | Palantir Technologies Inc. | PLTR | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2022 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2022 | Dynatrace Inc. | DT | Maintain | Hold (N/A) |
|
Details | ||
| 1/6/2022 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2022 | Cloudflare Inc. | NET | Maintain | Hold (N/A) |
|
Details | ||
| 1/6/2022 | Atlassian Corporation | TEAM | Maintain | Hold (N/A) |
|
Details | ||
| 1/6/2022 | Asana | ASAN | Maintain | Hold (N/A) |
|
Details | ||
| 1/6/2022 | 2U, Inc. | TWOU | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2022 | Procore Technologies, Inc | PCOR | Upgrade | Buy (Hold) |
76.96 (43.33) |
-43.7% | Details | |
| 1/6/2022 | Similarweb Ltd | SMWB | Upgrade | Buy (Hold) |
17.84 (5.93) |
-66.76% | Details | |
| 1/6/2022 | CS Disco Inc. | LAW | Upgrade | Buy (Hold) |
31.75 (3.86) |
-87.84% | Details | |
| 1/6/2022 | Elastic NV. | ESTC | Downgrade | Hold (Buy) |
116.27 (60.24) |
-48.19% | Details | |
| 12/17/2021 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 12/13/2021 | Chegg | CHGG | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2021 | Zillow | Z | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2021 | Sumo Logic Inc. | SUMO | Maintain | Hold (N/A) |
|
Details | ||
| 11/30/2021 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 11/24/2021 | Anaplan Inc. | PLAN | Maintain | Buy (N/A) |
|
Details | ||
| 11/23/2021 | Udemy Inc | UDMY | New Coverage | Hold (N/A) |
30.97 (4.63) |
-85.05% | Details | |
| 11/19/2021 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2021 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 11/16/2021 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 11/16/2021 | Zuora Inc. | ZUO | Maintain | Hold (N/A) |
|
Details | ||
| 11/16/2021 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2021 | Bumble Inc. | BMBL | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2021 | PubMatic Inc | PUBM | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2021 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2021 | Vimeo | VMEO | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2021 | Booking Holdings | BKNG | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2021 | monday.com Ltd. | MNDY | Maintain | Hold (N/A) |
|
Details | ||
| 11/4/2021 | Upland Software | UPLD | Downgrade | Hold (Buy) |
33.05 (4.97) |
-84.96% | Details | |
| 11/4/2021 | Asana | ASAN | Downgrade | Hold (Buy) |
128.19 (7.33) |
-94.28% | Details | |
| 11/3/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2021 | Chegg | CHGG | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2021 | Zillow | Z | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2021 | Airbnb Inc. | ABNB | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2021 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2021 | Twitter, Inc. | TWTR | Maintain | Hold (N/A) |
|
Details | ||
| 10/27/2021 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2021 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2021 | Mimecast Limited | MIME | Maintain | Hold (N/A) |
|
Details | ||
| 10/27/2021 | Cloudflare Inc. | NET | Downgrade | Hold (Buy) |
185.36 (227.38) |
22.67% | Details | |
| 10/26/2021 | Alphabet | GOOG | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2021 | Palantir Technologies Inc. | PLTR | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2021 | Datto Holding Corp. | MSP | Maintain | Hold (N/A) |
|
Details | ||
| 10/26/2021 | Dynatrace Inc. | DT | Maintain | Hold (N/A) |
|
Details | ||
| 10/26/2021 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2021 | FB | Maintain | Buy (N/A) |
|
Details | |||
| 10/20/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2021 | Freshworks Inc | FRSH | New Coverage | Hold (N/A) |
41.45 (10.36) |
-75.01% | Details | |
| 10/13/2021 | Vimeo | VMEO | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2021 | Alphabet | GOOG | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2021 | Sonos Inc. | SONO | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2021 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2021 | Asana | ASAN | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2021 | Alphabet | GOOG | Maintain | Buy (N/A) |
|
Details | ||
| 9/27/2021 | Offerpad Solutions Inc. | OPAD | New Coverage | Hold (N/A) |
0.00 (3.64) |
0% | Details | |
| 9/22/2021 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2021 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2021 | Integral Ad Science Holding Corp | IAS | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2021 | FB | Maintain | Buy (N/A) |
|
Details | |||
| 9/17/2021 | Alphabet | GOOGL | Maintain | Hold (N/A) |
|
Details | ||
| 9/14/2021 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2021 | PowerSchool Holdings Inc. | PWSC | Maintain | Buy (N/A) |
|
Details | ||
| 9/8/2021 | Smartsheet Inc. | SMAR | Maintain | Buy (N/A) |
|
Details | ||
| 9/8/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 9/2/2021 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2021 | Anaplan Inc. | PLAN | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2021 | SentinelOne Inc | S | Maintain | Hold (N/A) |
|
Details | ||
| 8/30/2021 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2021 | Asana | ASAN | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2021 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/24/2021 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2021 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2021 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2021 | PowerSchool Holdings Inc. | PWSC | New Coverage | Buy (N/A) |
25.57 (22.81) |
-10.79% | Details | |
| 8/19/2021 | Smartsheet Inc. | SMAR | Upgrade | Buy (Hold) |
67.86 (56.47) |
-16.78% | Details | |
| 8/17/2021 | Outbrain Inc | OB | New Coverage | Hold (N/A) |
19.75 (2.74) |
-86.13% | Details | |
| 8/16/2021 | Instructure, Inc. | INST | New Coverage | Hold (N/A) |
19.66 (23.60) |
20.04% | Details | |
| 8/16/2021 | Sonos Inc. | SONO | Upgrade | Buy (Hold) |
37.38 (14.50) |
-61.21% | Details | |
| 8/16/2021 | CS Disco Inc. | LAW | New Coverage | Hold (N/A) |
48.55 (3.86) |
-92.05% | Details | |
| 8/12/2021 | Palantir Technologies Inc. | PLTR | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2021 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2021 | Vimeo | VMEO | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2021 | Dropbox | DBX | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2021 | Lyft | LYFT | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2021 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2021 | Vimeo | VMEO | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2021 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2021 | FB | Maintain | Buy (N/A) |
|
Details | |||
| 7/28/2021 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2021 | ironSource Ltd. | IS | New Coverage | Buy (N/A) |
9.05 (3.81) |
-57.9% | Details | |
| 7/26/2021 | SentinelOne Inc | S | New Coverage | Hold (N/A) |
47.77 (17.88) |
-62.57% | Details | |
| 7/26/2021 | Integral Ad Science Holding Corp | IAS | New Coverage | Buy (N/A) |
18.87 (10.34) |
-45.2% | Details | |
| 7/26/2021 | LegalZoom.com Inc | LZ | New Coverage | Hold (N/A) |
39.07 (6.67) |
-82.93% | Details | |
| 7/23/2021 | Twitter, Inc. | TWTR | Maintain | Hold (N/A) |
|
Details | ||
| 7/23/2021 | Dynatrace Inc. | DT | Maintain | Hold (N/A) |
|
Details | ||
| 7/23/2021 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 7/20/2021 | Twitter, Inc. | TWTR | Maintain | Hold (N/A) |
|
Details | ||
| 7/20/2021 | FB | Maintain | Buy (N/A) |
|
Details | |||
| 7/20/2021 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2021 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2021 | Vimeo | VMEO | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2021 | monday.com Ltd. | MNDY | New Coverage | Hold (N/A) |
229.95 (82.47) |
-64.14% | Details | |
| 6/29/2021 | Alphabet | GOOG | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2021 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2021 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 6/21/2021 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2021 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2021 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 6/16/2021 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 6/14/2021 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 6/14/2021 | Procore Technologies, Inc | PCOR | New Coverage | Hold (N/A) |
86.59 (43.33) |
-49.96% | Details | |
| 6/7/2021 | Similarweb Ltd | SMWB | New Coverage | Hold (N/A) |
21.61 (6.66) |
-69.18% | Details | |
| 6/2/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2021 | Vimeo | VMEO | New Coverage | Buy (N/A) |
42.00 (7.85) |
-81.31% | Details | |
| 5/26/2021 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2021 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2021 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2021 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | Atlassian Corporation | TEAM | Maintain | Hold (N/A) |
|
Details | ||
| 5/18/2021 | Sumo Logic Inc. | SUMO | Maintain | Hold (N/A) |
|
Details | ||
| 5/18/2021 | 2U, Inc. | TWOU | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | MicroStrategy | MSTR | Maintain | Hold (N/A) |
|
Details | ||
| 5/18/2021 | Asana | ASAN | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 5/18/2021 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | Smartsheet Inc. | SMAR | Maintain | Hold (N/A) |
|
Details | ||
| 5/18/2021 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | SailPoint Technologies Holdings | SAIL | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | Dynatrace Inc. | DT | Maintain | Hold (N/A) |
|
Details | ||
| 5/18/2021 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2021 | Zuora Inc. | ZUO | Maintain | Hold (N/A) |
|
Details | ||
| 5/18/2021 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2021 | Airbnb Inc. | ABNB | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2021 | PubMatic Inc | PUBM | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2021 | Bumble Inc. | BMBL | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2021 | Palantir Technologies Inc. | PLTR | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2021 | SailPoint Technologies Holdings | SAIL | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2021 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2021 | Anaplan Inc. | PLAN | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2021 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2021 | FB | Maintain | Buy (N/A) |
|
Details | |||
| 4/28/2021 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2021 | Tufin Software Technologies Inc. | TUFN | Maintain | Hold (N/A) |
|
Details | ||
| 4/23/2021 | Booking Holdings | BKNG | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2021 | Twitter, Inc. | TWTR | Maintain | Hold (N/A) |
|
Details | ||
| 4/22/2021 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2021 | FB | Maintain | Buy (N/A) |
|
Details | |||
| 4/21/2021 | Citrix Systems | CTXS | Upgrade | Buy (Hold) |
138.85 (103.90) |
-25.17% | Details | |
| 4/19/2021 | SEMrush Holdings, Inc | SEMR | New Coverage | Hold (N/A) |
16.39 (12.00) |
-26.78% | Details | |
| 4/13/2021 | Expedia | EXPE | Maintain | Hold (N/A) |
|
Details | ||
| 4/13/2021 | TripAdvisor | TRIP | Maintain | Underperform (N/A) |
|
Details | ||
| 4/13/2021 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2021 | Booking Holdings | BKNG | Upgrade | Buy (Hold) |
2409.05 (178.39) |
-92.6% | Details | |
| 4/12/2021 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2021 | MicroStrategy | MSTR | New Coverage | Hold (N/A) |
653.98 (94.64) |
-85.53% | Details | |
| 4/1/2021 | Uber Inc. | UBER | New Coverage | Buy (N/A) |
53.46 (26.40) |
-50.62% | Details | |
| 3/24/2021 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 3/17/2021 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2021 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2021 | Dropbox | DBX | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2021 | Bumble Inc. | BMBL | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2021 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2021 | Bumble Inc. | BMBL | New Coverage | Buy (N/A) |
59.64 (3.03) |
-94.92% | Details | |
| 3/5/2021 | Slack Technologies Inc. | WORK | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2021 | Airbnb Inc. | ABNB | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2021 | PubMatic Inc | PUBM | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2021 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2021 | Zuora Inc. | ZUO | Maintain | Hold (N/A) |
|
Details | ||
| 2/24/2021 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2021 | Anaplan Inc. | PLAN | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2021 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2021 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2021 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2021 | Match Group | MTCH | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2021 | Twitter, Inc. | TWTR | Maintain | Hold (N/A) |
|
Details | ||
| 2/10/2021 | Lyft | LYFT | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2021 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2021 | Chegg | CHGG | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2021 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2021 | Lyft | LYFT | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2021 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2021 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2021 | Match Group | MTCH | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2021 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2021 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2021 | Match Group | MTCH | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2021 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2021 | Tufin Software Technologies Inc. | TUFN | Maintain | Hold (N/A) |
|
Details | ||
| 2/1/2021 | Mimecast Limited | MIME | Maintain | Hold (N/A) |
|
Details | ||
| 2/1/2021 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2021 | FB | Maintain | Buy (N/A) |
|
Details | |||
| 1/27/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2021 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2021 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | Tufin Software Technologies Inc. | TUFN | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2021 | SailPoint Technologies Holdings | SAIL | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | Dynatrace Inc. | DT | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2021 | Checkpoint Software | CHKP | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2021 | Atlassian Corporation | TEAM | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2021 | Asana | ASAN | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | 2U, Inc. | TWOU | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | Palantir Technologies Inc. | PLTR | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | Yelp | YELP | Downgrade | Hold (Buy) |
32.53 (25.81) |
-20.66% | Details | |
| 1/11/2021 | Sonos Inc. | SONO | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2021 | Twitter, Inc. | TWTR | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2021 | Match Group | MTCH | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | TripAdvisor | TRIP | Maintain | Underperform (N/A) |
|
Details | ||
| 1/11/2021 | The Trade Desk | TTD | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2021 | Redfin Corp. | RDFN | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2021 | Lyft | LYFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | Expedia | EXPE | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2021 | eBay | EBAY | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2021 | Booking Holdings | BKNG | Maintain | Hold (N/A) |
|
Details | ||
| 1/11/2021 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2021 | Zillow | Z | Upgrade | Buy (Hold) |
144.61 (49.09) |
-66.05% | Details | |
| 1/11/2021 | Datadog | DDOG | Upgrade | Buy (Hold) |
96.64 (257.54) |
166.49% | Details | |
| 1/11/2021 | SolarWinds | SWI | Downgrade | Hold (Buy) |
14.68 (18.49) |
25.95% | Details | |
| 1/11/2021 | Anaplan Inc. | PLAN | Upgrade | Buy (Hold) |
70.19 (63.73) |
-9.2% | Details | |
| 12/10/2020 | Asana | ASAN | Maintain | Buy (N/A) |
|
Details | ||
| 12/8/2020 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 11/23/2020 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2020 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2020 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2020 | Palantir Technologies Inc. | PLTR | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2020 | Lyft | LYFT | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2020 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2020 | MercadoLibre | MELI | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2020 | FB | Maintain | Buy (N/A) |
|
Details | |||
| 10/29/2020 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2020 | Chegg | CHGG | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2020 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2020 | MercadoLibre | MELI | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2020 | Etsy | ETSY | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2020 | Asana | ASAN | New Coverage | Buy (N/A) |
24.00 (7.33) |
-69.46% | Details | |
| 10/26/2020 | Palantir | PLTR | New Coverage | Buy (N/A) |
9.68 (126.79) |
1209.81% | Details | |
| 10/20/2020 | FB | Maintain | Buy (N/A) |
|
Details | |||
| 10/20/2020 | Twitter, Inc. | TWTR | Maintain | Hold (N/A) |
|
Details | ||
| 10/20/2020 | Alphabet | GOOGL | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2020 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2020 | SolarWinds | SWI | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2020 | Datadog | DDOG | Maintain | Hold (N/A) |
|
Details | ||
| 10/12/2020 | Sumo Logic Inc. | SUMO | New Coverage | Hold (N/A) |
24.20 (12.04) |
-50.25% | Details | |
| 10/7/2020 | Workday | WDAY | Upgrade | Buy (Hold) |
222.04 (138.95) |
-37.42% | Details | |
| 10/1/2020 | Zillow Group | ZG | Maintain | Hold (N/A) |
|
Details | ||
| 9/24/2020 | Match Group | MTCH | Maintain | Buy (N/A) |
|
Details | ||
| 9/24/2020 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 9/23/2020 | FB | Maintain | Buy (N/A) |
|
Details | |||
| 9/22/2020 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 9/16/2020 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 9/11/2020 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 9/11/2020 | Chewy Inc. | CHWY | Maintain | Hold (N/A) |
|
Details | ||
| 9/9/2020 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2020 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2020 | Smartsheet Inc. | SMAR | 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 | Buy (N/A) |
|
Details | ||
| 8/26/2020 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2020 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2020 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 8/24/2020 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 8/24/2020 | FB | Maintain | Buy (N/A) |
|
Details | |||
| 8/19/2020 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2020 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2020 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2020 | Lyft | LYFT | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2020 | Tufin Software Technologies Inc. | TUFN | Maintain | Hold (N/A) |
|
Details | ||
| 8/12/2020 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2020 | Lyft | LYFT | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2020 | TripAdvisor | TRIP | Maintain | Underperform (N/A) |
|
Details | ||
| 8/6/2020 | Sonos Inc. | SONO | Maintain | Hold (N/A) |
|
Details | ||
| 8/6/2020 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2020 | GoDaddy Inc | GDDY | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2020 | Upwork Inc. | UPWK | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2020 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2020 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2020 | Chegg | CHGG | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2020 | Upwork Inc. | UPWK | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2020 | Endurance International Group | EIGI | Maintain | Underperform (N/A) |
|
Details | ||
| 7/30/2020 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2020 | Booking Holdings | BKNG | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2020 | CommVault Systems | CVLT | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2020 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2020 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2020 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2020 | SailPoint Technologies Holdings | SAIL | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2020 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2020 | Twitter, Inc. | TWTR | Maintain | Hold (N/A) |
|
Details | ||
| 7/22/2020 | Checkpoint Software | CHKP | Maintain | Hold (N/A) |
|
Details | ||
| 7/20/2020 | eBay | EBAY | Maintain | Hold (N/A) |
|
Details | ||
| 7/20/2020 | Chewy Inc. | CHWY | Maintain | Hold (N/A) |
|
Details | ||
| 7/20/2020 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 7/20/2020 | Dropbox | DBX | Upgrade | Buy (Hold) |
20.66 (29.19) |
41.29% | Details | |
| 7/20/2020 | Atlassian Corporation | TEAM | Maintain | Hold (N/A) |
|
Details | ||
| 7/16/2020 | 2U, Inc. | TWOU | New Coverage | Buy (N/A) |
40.62 (1.58) |
-96.11% | Details | |
| 7/10/2020 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 6/23/2020 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 6/22/2020 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 6/22/2020 | Chegg | CHGG | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2020 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2020 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2020 | eBay | EBAY | Upgrade | Hold (Underperform) |
48.72 (73.93) |
51.74% | Details | |
| 6/9/2020 | GrubHub Inc. | GRUB | Maintain | Hold (N/A) |
|
Details | ||
| 6/4/2020 | Smartsheet Inc. | SMAR | Maintain | Hold (N/A) |
|
Details | ||
| 6/4/2020 | Zuora Inc. | ZUO | Maintain | Hold (N/A) |
|
Details | ||
| 6/4/2020 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2020 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2020 | Wix.com | WIX | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2020 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2020 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2020 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2020 | FB | Maintain | Buy (N/A) |
|
Details | |||
| 5/19/2020 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2020 | Expedia | EXPE | Downgrade | Hold (Buy) |
66.76 (270.83) |
305.68% | Details | |
| 5/14/2020 | Smartsheet Inc. | SMAR | Downgrade | Hold (Buy) |
52.71 (56.47) |
7.13% | Details | |
| 5/14/2020 | VMware | VMW | Downgrade | Hold (Buy) |
138.05 (142.48) |
3.21% | Details | |
| 5/14/2020 | Zuora Inc. | ZUO | Downgrade | Hold (Buy) |
11.49 (10.02) |
-12.79% | Details | |
| 5/13/2020 | Tufin Software Technologies Inc. | TUFN | Downgrade | Hold (Buy) |
10.50 (12.94) |
23.24% | Details | |
| 5/7/2020 | Match Group | MTCH | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2020 | Lyft | LYFT | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2020 | GoDaddy Inc | GDDY | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2020 | Atlassian Corporation | TEAM | Maintain | Hold (N/A) |
|
Details | ||
| 5/1/2020 | Endurance International Group | EIGI | Maintain | Underperform (N/A) |
|
Details | ||
| 4/28/2020 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2020 | Checkpoint Software | CHKP | Maintain | Hold (N/A) |
|
Details | ||
| 4/21/2020 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2020 | Oracle | ORCL | Maintain | Hold (N/A) |
|
Details | ||
| 4/1/2020 | GoDaddy Inc | GDDY | Maintain | Buy (N/A) |
|
Details | ||
| 3/30/2020 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 3/29/2020 | Chewy Inc. | CHWY | Maintain | Hold (N/A) |
|
Details | ||
| 3/23/2020 | Twitter, Inc. | TWTR | Maintain | Hold (N/A) |
|
Details | ||
| 3/11/2020 | Zuora Inc. | ZUO | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | VMware | VMW | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | Varonis Systems | VRNS | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | SolarWinds | SWI | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | Smartsheet Inc. | SMAR | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | SailPoint Technologies Holdings | SAIL | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | NICE Systems Ltd | NICE | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | Dynatrace Inc. | DT | Maintain | Hold (N/A) |
|
Details | ||
| 3/11/2020 | Dropbox | DBX | Maintain | Hold (N/A) |
|
Details | ||
| 3/11/2020 | Datadog | DDOG | Maintain | Hold (N/A) |
|
Details | ||
| 3/11/2020 | CommVault Systems | CVLT | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2020 | Citrix Systems | CTXS | Maintain | Hold (N/A) |
|
Details | ||
| 3/11/2020 | Checkpoint Software | CHKP | Maintain | Hold (N/A) |
|
Details | ||
| 3/11/2020 | Atlassian Corporation | TEAM | Maintain | Hold (N/A) |
|
Details | ||
| 2/27/2020 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2020 | Twitter, Inc. | TWTR | Maintain | Hold (N/A) |
|
Details | ||
| 1/10/2020 | Dynatrace Inc. | DT | Maintain | Hold (N/A) |
|
Details | ||
| 1/10/2020 | Zuora Inc. | ZUO | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2020 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2020 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2020 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2020 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2020 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2020 | Elastic NV. | ESTC | Upgrade | Buy (Hold) |
69.77 (60.24) |
-13.66% | Details | |
| 1/10/2020 | Dropbox | DBX | Downgrade | Hold (Buy) |
18.46 (29.19) |
58.13% | Details | |
| 1/9/2020 | eBay | EBAY | Downgrade | Underperform (Hold) |
35.60 (117.20) |
229.21% | Details | |
| 11/12/2019 | TripAdvisor | TRIP | Maintain | Underperform (N/A) |
|
Details | ||
| 10/29/2019 | Citrix Systems | CTXS | Upgrade | Hold (Underperform) |
105.64 (103.90) |
-1.65% | Details | |
| 10/14/2019 | Datadog | DDOG | New Coverage | Hold (N/A) |
35.60 (257.54) |
623.43% | Details | |
| 10/8/2019 | Workday | WDAY | New Coverage | Hold (N/A) |
177.84 (138.95) |
-21.87% | Details | |
| 10/8/2019 | VMware | VMW | New Coverage | Buy (N/A) |
152.62 (142.48) |
-6.64% | Details | |
| 10/8/2019 | Varonis Systems | VRNS | New Coverage | Buy (N/A) |
60.63 (44.53) |
-26.55% | Details | |
| 10/8/2019 | Upland Software | UPLD | New Coverage | Buy (N/A) |
38.94 (4.97) |
-87.24% | Details | |
| 10/8/2019 | Splunk | SPLK | New Coverage | Buy (N/A) |
121.36 (156.90) |
29.28% | Details | |
| 10/8/2019 | SolarWinds | SWI | New Coverage | Buy (N/A) |
18.60 (18.49) |
-0.59% | Details | |
| 10/8/2019 | Smartsheet Inc. | SMAR | New Coverage | Buy (N/A) |
40.06 (56.47) |
40.96% | Details | |
| 10/8/2019 | salesforce.com | CRM | New Coverage | Buy (N/A) |
148.80 (163.32) |
9.76% | Details | |
| 10/8/2019 | Dynatrace Inc. | DT | New Coverage | Hold (N/A) |
19.50 (43.68) |
124% | Details | |
| 10/8/2019 | Dropbox | DBX | New Coverage | Buy (N/A) |
19.70 (29.19) |
48.17% | Details | |
| 10/8/2019 | Citrix Systems | CTXS | New Coverage | Underperform (N/A) |
96.80 (105.64) |
9.13% | Details | |
| 10/8/2019 | Checkpoint Software | CHKP | Downgrade | Hold (Buy) |
111.00 (131.70) |
18.65% | Details | |
| 10/8/2019 | Carbonite | CARB | Downgrade | Hold (Buy) |
15.26 (22.98) |
50.59% | Details | |
| 10/8/2019 | Oracle | ORCL | Downgrade | Hold (Buy) |
55.14 (140.64) |
155.06% | Details | |
| 10/8/2019 | Microsoft | MSFT | Upgrade | Buy (Hold) |
138.12 (385.10) |
178.82% | Details | |
| 9/9/2019 | Chegg | CHGG | Upgrade | Buy (Hold) |
35.15 (0.85) |
-97.58% | Details | |
| 8/23/2019 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2019 | TripAdvisor | TRIP | Maintain | Underperform (N/A) |
|
Details | ||
| 8/11/2019 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2019 | FB | Maintain | Buy (N/A) |
|
Details | |||
| 7/19/2019 | Chewy Inc. | CHWY | Maintain | Hold (N/A) |
|
Details | ||
| 7/18/2019 | The Trade Desk | TTD | Downgrade | Hold (Buy) |
243.54 (19.53) |
-91.98% | Details | |
| 7/10/2019 | Lyft | LYFT | Maintain | Buy (N/A) |
|
Details | ||
| 6/26/2019 | Upwork Inc. | UPWK | Upgrade | Buy (Hold) |
15.49 (8.82) |
-43.06% | Details | |
| 6/25/2019 | Match Group | MTCH | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2019 | FB | Maintain | Buy (Buy) |
|
Details | |||
| 4/24/2019 | GrubHub Inc. | GRUB | Maintain | Hold (N/A) |
|
Details | ||
| 4/24/2019 | eBay | EBAY | Maintain | Hold (N/A) |
|
Details | ||
| 4/23/2019 | Lyft | LYFT | New Coverage | Buy (N/A) |
58.36 (15.61) |
-73.25% | Details | |
| 4/18/2019 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 4/3/2019 | Match Group | MTCH | Maintain | Buy (N/A) |
|
Details | ||
| 4/3/2019 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2019 | Chegg | CHGG | Maintain | Hold (N/A) |
|
Details | ||
| 3/14/2019 | Waitr Holdings | WTRH | New Coverage | Buy (N/A) |
13.50 (0.09) |
-99.33% | Details | |
| 2/28/2019 | Booking Holdings | BKNG | Maintain | Hold (N/A) |
|
Details | ||
| 2/27/2019 | Match Group | MTCH | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2019 | The Trade Desk | TTD | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2019 | FB | Maintain | Buy (N/A) |
|
Details | |||
| 1/9/2019 | Mednax | MD | Downgrade | Hold (Buy) |
33.75 (10.51) |
-68.86% | Details | |
| 1/9/2019 | Booking Holdings | BKNG | Downgrade | Hold (Buy) |
1711.82 (178.39) |
-89.58% | Details | |
| 1/9/2019 | Redfin Corp. | RDFN | Downgrade | Hold (Buy) |
15.80 (29.48) |
86.58% | Details | |
| 12/14/2018 | Adobe | ADBE | Maintain | Buy (Buy) |
|
Details | ||
| 11/28/2018 | Amazon.com | AMZN | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2018 | GrubHub Inc. | GRUB | New Coverage | Hold (N/A) |
87.49 (6.72) |
-92.32% | Details | |
| 10/31/2018 | FB | Maintain | Buy (N/A) |
|
Details | |||
| 10/29/2018 | Upwork Inc. | UPWK | New Coverage | Hold (N/A) |
19.50 (15.49) |
-20.56% | Details | |
| 9/25/2018 | Amazon.com | AMZN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2018 | IAC/InterActiveCorp | IAC | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2018 | Sonos Inc. | SONO | New Coverage | Hold (N/A) |
20.83 (14.50) |
-30.39% | Details |
