Ratings by Oppenheimer (Brian Schwartz)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/26/2026 | Intapp, Inc | INTA | Maintain | Perform (Perform) |
|
Details | ||
| 2/26/2026 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | Oracle | ORCL | Upgrade | Outperform (Perform) |
146.14 (152.96) |
4.67% | Details | |
| 2/17/2026 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | Microsoft | MSFT | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/22/2026 | Via Transportation | VIA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2026 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | Adobe | ADBE | Downgrade | Perform (Outperform) |
327.65 (283.62) |
-13.44% | Details | |
| 1/8/2026 | SoundHound AI Inc. | SOUN | Maintain | Perform (N/A) |
|
Details | ||
| 12/22/2025 | Clearwater Analytics Holdings | CWAN | Downgrade | Perform (Outperform) |
22.25 (23.45) |
5.39% | Details | |
| 12/18/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2025 | Oracle | ORCL | Maintain | Perform (Perform) |
|
Details | ||
| 12/11/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2025 | Braze Inc | BRZE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2025 | salesforce.com | CRM | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/4/2025 | Agilysys Inc | AGYS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2025 | monday.com Ltd. | MNDY | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/30/2025 | Microsoft | MSFT | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/23/2025 | Braze Inc | BRZE | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/17/2025 | Oracle | ORCL | Maintain | Perform (Perform) |
|
Details | ||
| 10/16/2025 | salesforce.com | CRM | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/9/2025 | ServiceNow | NOW | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/7/2025 | Via Transportation | VIA | New Coverage | Outperform (N/A) |
11.00 (11.00) |
0% | Details | |
| 9/12/2025 | Adobe | ADBE | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/12/2025 | Freshworks Inc | FRSH | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/11/2025 | SoundHound AI Inc. | SOUN | New Coverage | Perform (N/A) |
14.05 (8.07) |
-42.56% | Details | |
| 9/10/2025 | Oracle | ORCL | Maintain | Perform (N/A) |
|
Details | ||
| 9/9/2025 | Agilysys Inc | AGYS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2025 | Braze Inc | BRZE | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/4/2025 | salesforce.com | CRM | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/27/2025 | monday.com Ltd. | MNDY | New Coverage | Outperform (N/A) |
175.39 (78.70) |
-55.13% | Details | |
| 8/26/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2025 | Intapp, Inc | INTA | Maintain | Perform (Perform) |
|
Details | ||
| 8/11/2025 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | Sprout Social Inc. | SPT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2025 | Agilysys Inc | AGYS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/9/2025 | Microsoft | MSFT | Upgrade | Outperform (Perform) |
496.62 (408.65) |
-17.71% | Details | |
| 6/24/2025 | Braze Inc | BRZE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2025 | Oracle | ORCL | Maintain | Perform (Perform) |
|
Details | ||
| 6/11/2025 | Clearwater Analytics Holdings | CWAN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | Braze Inc | BRZE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | EverCommerce Inc | EVCM | Maintain | Outperform (Outperform) |
|
Details | ||
| 5/8/2025 | Sprout Social Inc. | SPT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2025 | Microsoft | MSFT | New Coverage | Perform (N/A) |
395.26 (496.62) |
25.64% | Details | |
| 4/15/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/9/2025 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/9/2025 | Agilysys Inc | AGYS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/28/2025 | Braze Inc | BRZE | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/20/2025 | Braze Inc | BRZE | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/19/2025 | Clearwater Analytics Holdings | CWAN | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/14/2025 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2025 | Oracle | ORCL | Maintain | Perform (Perform) |
|
Details | ||
| 2/12/2025 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2025 | Agilysys Inc | AGYS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2025 | Zeta Global Holdings Corp | ZETA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2025 | PROS Holdings | PRO | Downgrade | Perform (Outperform) |
22.25 (23.25) |
4.49% | Details | |
| 1/16/2025 | Freshworks Inc | FRSH | Upgrade | Outperform (Perform) |
16.77 (8.63) |
-48.54% | Details | |
| 1/13/2025 | Clearwater Analytics Holdings | CWAN | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/12/2024 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2024 | UiPath Inc. | PATH | Maintain | Perform (Perform) |
|
Details | ||
| 12/5/2024 | Sprinklr Inc | CXM | Maintain | Perform (Perform) |
|
Details | ||
| 12/4/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | Sprout Social Inc. | SPT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | Clearwater Analytics Holdings | CWAN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | Agilysys Inc | AGYS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2024 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2024 | Zeta Global Holdings Corp | ZETA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2024 | Agilysys Inc | AGYS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2024 | Clearwater Analytics Holdings | CWAN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2024 | Intapp, Inc | INTA | Maintain | Perform (Perform) |
|
Details | ||
| 10/31/2024 | Paycom Software | PAYC | Maintain | Perform (Perform) |
|
Details | ||
| 10/30/2024 | PROS Holdings | PRO | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/29/2024 | Perfect Corp. | PERF | Maintain | Perform (Perform) |
|
Details | ||
| 10/24/2024 | Zeta Global Holdings Corp | ZETA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2024 | Sprout Social Inc. | SPT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2024 | PROS Holdings | PRO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2024 | Clearwater Analytics Holdings | CWAN | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/24/2024 | Braze Inc | BRZE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/13/2024 | Adobe | ADBE | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/10/2024 | Oracle | ORCL | Maintain | Perform (Perform) |
|
Details | ||
| 9/4/2024 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2024 | PROS Holdings | PRO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2024 | Agilysys Inc | AGYS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2024 | Zeta Global Holdings Corp | ZETA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2024 | Clearwater Analytics Holdings | CWAN | Upgrade | Outperform (Perform) |
18.61 (23.45) |
26.01% | Details | |
| 7/8/2024 | Intapp, Inc | INTA | Downgrade | Perform (Outperform) |
36.98 (27.81) |
-24.8% | Details | |
| 6/10/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2024 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2024 | Braze Inc | BRZE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2024 | Agilysys Inc | AGYS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2024 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2024 | Zeta Global Holdings Corp | ZETA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2024 | Sprout Social Inc. | SPT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2024 | Intapp, Inc | INTA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2024 | Freshworks Inc | FRSH | Downgrade | Perform (Outperform) |
18.25 (8.63) |
-52.71% | Details | |
| 4/18/2024 | Oracle | ORCL | New Coverage | Perform (N/A) |
120.62 (152.96) |
26.81% | Details | |
| 4/18/2024 | Sprout Social Inc. | SPT | New Coverage | Outperform (N/A) |
52.95 (6.45) |
-87.82% | Details | |
| 1/25/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2024 | PROS Holdings | PRO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2024 | Intapp, Inc | INTA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2024 | Braze Inc | BRZE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2024 | Agilysys Inc | AGYS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/7/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/7/2023 | Braze Inc | BRZE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2023 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2023 | Paycom Software | PAYC | Downgrade | Perform (Outperform) |
240.06 (138.01) |
-42.51% | Details | |
| 10/26/2023 | Adobe | ADBE | Maintain | Outperform (Perform) |
|
Details | ||
| 9/8/2023 | Braze Inc | BRZE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2023 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2023 | Intapp, Inc | INTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2023 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | PubMatic Inc | PUBM | Downgrade | Perform (Outperform) |
18.56 (8.91) |
-51.99% | Details | |
| 7/26/2023 | PROS Holdings | PRO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2023 | Agilysys Inc | AGYS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2023 | Intapp, Inc | INTA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2023 | Braze Inc | BRZE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2023 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2023 | Intapp, Inc | INTA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2023 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2023 | Braze Inc | BRZE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2023 | Agilysys Inc | AGYS | New Coverage | Outperform (N/A) |
84.41 (77.46) |
-8.23% | Details | |
| 4/20/2023 | Perfect Corp. | PERF | Downgrade | Perform (Outperform) |
6.02 (1.46) |
-75.75% | Details | |
| 4/20/2023 | PROS Holdings | PRO | New Coverage | Outperform (N/A) |
27.03 (23.25) |
-13.98% | Details | |
| 3/31/2023 | Braze Inc | BRZE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2023 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2023 | UiPath Inc. | PATH | Maintain | Perform (N/A) |
|
Details | ||
| 3/9/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2023 | Qualtrics | XM | Downgrade | Perform (Outperform) |
17.38 (18.14) |
4.37% | Details | |
| 3/2/2023 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2023 | PubMatic Inc | PUBM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2023 | Zeta Global Holdings Corp | ZETA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2023 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2023 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2023 | Intapp, Inc | INTA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2023 | Qualtrics | XM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2023 | Perfect Corp. | PERF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2023 | Zeta Global Holdings Corp | ZETA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2023 | Qualtrics | XM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2023 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2023 | Intapp, Inc | INTA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2023 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2023 | Braze Inc | BRZE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2023 | Sprinklr Inc | CXM | Downgrade | Perform (Outperform) |
8.14 (5.95) |
-26.9% | Details | |
| 1/12/2023 | Clearwater Analytics Holdings | CWAN | Downgrade | Perform (Outperform) |
18.24 (18.61) |
2.03% | Details | |
| 12/14/2022 | Braze Inc | BRZE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/8/2022 | Perfect Corp. | PERF | Maintain | Outperform (N/A) |
|
Details | ||
| 12/7/2022 | Sprinklr Inc | CXM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2022 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | PubMatic Inc | PUBM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | Clearwater Analytics Holdings | CWAN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | UiPath Inc. | PATH | Downgrade | Perform (Outperform) |
12.33 (11.86) |
-3.81% | Details | |
| 9/26/2022 | Unity Software | U | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2022 | Adobe | ADBE | Downgrade | Perform (Outperform) |
371.52 (327.65) |
-11.81% | Details | |
| 9/13/2022 | Braze Inc | BRZE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2022 | UiPath Inc. | PATH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2022 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2022 | PubMatic Inc | PUBM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2022 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2022 | Qualtrics | XM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/22/2022 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 6/22/2022 | Clearwater Analytics Holdings | CWAN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2022 | Intapp, Inc | INTA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2022 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2022 | UserTesting Inc | USER | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2022 | Braze Inc | BRZE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2022 | Zeta Global Holdings Corp | ZETA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2022 | UiPath Inc. | PATH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2022 | Unity Software | U | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2022 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2022 | PubMatic Inc | PUBM | Maintain | (N/A) |
|
Details | ||
| 5/5/2022 | Procore Technologies, Inc | PCOR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2022 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2022 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2022 | Zeta Global Holdings Corp | ZETA | Upgrade | Outperform (Perform) |
12.40 (18.84) |
51.94% | Details | |
| 3/31/2022 | Braze Inc | BRZE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2022 | UiPath Inc. | PATH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2022 | UiPath Inc. | PATH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2022 | Clearwater Analytics Holdings | CWAN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2022 | PubMatic Inc | PUBM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2022 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2022 | Wix.com | WIX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2022 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2022 | Qualtrics | XM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2022 | UiPath Inc. | PATH | Upgrade | Outperform (Perform) |
35.51 (11.86) |
-66.6% | Details | |
| 12/13/2021 | Braze Inc | BRZE | New Coverage | Outperform (N/A) |
66.95 (20.14) |
-69.92% | Details | |
| 12/13/2021 | UserTesting Inc | USER | New Coverage | Outperform (N/A) |
8.13 (7.50) |
-7.75% | Details | |
| 12/10/2021 | Sprinklr Inc | CXM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/24/2021 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2021 | PubMatic Inc | PUBM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2021 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2021 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | Zendesk | ZEN | Downgrade | Perform (Outperform) |
122.66 (77.48) |
-36.83% | Details | |
| 10/27/2021 | Qualtrics | XM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2021 | Qualtrics | XM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2021 | Clearwater Analytics Holdings | CWAN | New Coverage | Outperform (N/A) |
25.11 (23.45) |
-6.61% | Details | |
| 10/18/2021 | Freshworks In | FRSH | New Coverage | Outperform (N/A) |
41.68 (18.25) |
-56.21% | Details | |
| 9/24/2021 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/22/2021 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2021 | Intapp, Inc | INTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2021 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2021 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2021 | Skillsoft Corp. | SKIL | New Coverage | Perform (N/A) |
9.38 (4.58) |
-51.17% | Details | |
| 8/11/2021 | Unity Software | U | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2021 | PubMatic Inc | PUBM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2021 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2021 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2021 | Intapp, Inc | INTA | New Coverage | Outperform (N/A) |
29.85 (36.98) |
23.89% | Details | |
| 7/19/2021 | Sprinklr Inc | CXM | New Coverage | Outperform (N/A) |
19.51 (5.95) |
-69.5% | Details | |
| 7/6/2021 | Zeta Global Holdings Corp | ZETA | New Coverage | Perform (N/A) |
8.09 (18.84) |
132.88% | Details | |
| 6/28/2021 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2021 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2021 | Unity Software | U | Upgrade | Outperform (Perform) |
80.91 (19.85) |
-75.47% | Details | |
| 5/11/2021 | ServiceNow | NOW | Maintain | Outperform (Outperform) |
|
Details | ||
| 5/11/2021 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2021 | RingCentral | RNG | Downgrade | Perform (Outperform) |
328.38 (42.02) |
-87.2% | Details | |
| 2/24/2021 | PubMatic Inc | PUBM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2021 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2021 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2021 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2021 | Zendesk | ZEN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2021 | Zendesk | ZEN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2021 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/14/2021 | ServiceNow | NOW | Upgrade | Outperform (Perform) |
521.71 (124.34) |
-76.17% | Details | |
| 1/14/2021 | eGain Corporation | EGAN | Downgrade | Perform (Outperform) |
11.85 (9.58) |
-19.16% | Details | |
| 1/4/2021 | PubMatic Inc | PUBM | New Coverage | Outperform (N/A) |
27.96 (8.91) |
-68.13% | Details | |
| 11/19/2020 | Autodesk | ADSK | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/6/2020 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2020 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2020 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2020 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2020 | SAP AG | SAP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2020 | Zendesk | ZEN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/8/2020 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2020 | Adobe | ADBE | Maintain | Perform (N/A) |
|
Details | ||
| 8/28/2020 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2020 | Medallia Inc. | MDLA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2020 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2020 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2020 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2020 | Bill.com Holdings Inc. | BILL | New Coverage | Outperform (N/A) |
85.10 (45.06) |
-47.05% | Details | |
| 7/9/2020 | Autodesk | ADSK | Upgrade | Outperform (Perform) |
238.94 (260.99) |
9.23% | Details | |
| 7/2/2020 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2020 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/1/2020 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 6/16/2020 | SAP AG | SAP | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/11/2020 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2020 | Medallia Inc. | MDLA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2020 | Workday | WDAY | Maintain | Outperform (Outperform) |
|
Details | ||
| 5/18/2020 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2020 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2020 | Zendesk | ZEN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2020 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2020 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2020 | eGain Corporation | EGAN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2020 | Zendesk | ZEN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2020 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2020 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2020 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2020 | SAP AG | SAP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2020 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2020 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2020 | Medallia Inc. | MDLA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2020 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2020 | Zendesk | ZEN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2020 | Adobe | ADBE | Upgrade | Outperform (Perform) |
342.94 (283.62) |
-17.3% | Details | |
| 1/17/2020 | Autodesk | ADSK | Downgrade | Perform (Outperform) |
190.79 (260.99) |
36.79% | Details | |
| 1/17/2020 | BlackLine | BL | Upgrade | Outperform (Perform) |
57.86 (37.37) |
-35.41% | Details | |
| 1/17/2020 | SPS Commerce | SPSC | Downgrade | Perform (Outperform) |
57.78 (63.72) |
10.28% | Details | |
| 1/17/2020 | Zendesk | ZEN | Upgrade | Outperform (Perform) |
83.99 (77.48) |
-7.75% | Details | |
| 12/13/2019 | eGain Corporation | EGAN | New Coverage | Outperform (N/A) |
7.75 (9.58) |
23.61% | Details | |
| 11/21/2019 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2019 | SAP AG | SAP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2019 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2019 | Instructure, Inc. | INST | Upgrade | Outperform (Perform) |
40.29 (23.60) |
-41.42% | Details | |
| 8/9/2019 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2019 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2019 | 2U, Inc. | TWOU | Downgrade | Perform (Outperform) |
36.50 (1.58) |
-95.67% | Details | |
| 7/30/2019 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2019 | RingCentral | RNG | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/21/2019 | SAP AG | SAP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2019 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2019 | 2U, Inc. | TWOU | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2019 | SAP AG | SAP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2019 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2019 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2019 | 2U, Inc. | TWOU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2019 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2019 | The Trade Desk | TTD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2019 | HubSpot Inc | HUBS | Downgrade | Perform (Outperform) |
151.84 (296.56) |
95.31% | Details | |
| 11/6/2018 | 2U, Inc. | TWOU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2018 | Carbonite | CARB | Downgrade | Perform (Outperform) |
34.21 (22.98) |
-32.83% | Details | |
| 10/31/2018 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2018 | Apptio | APTI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2018 | BlackLine | BL | New Coverage | Perform (N/A) |
45.59 (37.37) |
-18.03% | Details | |
| 9/27/2018 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2018 | Coupa Software | COUP | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2018 | Carbonite | CARB | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2018 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details |
