Ratings by Citi (Daniel Jester)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/26/2021 | Avepoint Inc. | AVPT | New Coverage | Neutral (N/A) |
11.45 (4.08) |
-64.37% | Details | |
| 6/8/2021 | Coupa Software | COUP | Maintain | Neutral (N/A) |
|
Details | ||
| 6/1/2021 | Anaplan Inc. | PLAN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2021 | Vertex Inc. | VERX | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/12/2021 | Open Text | OTEX | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/8/2021 | Coupa Software | COUP | Maintain | Neutral (N/A) |
|
Details | ||
| 3/5/2021 | Vertex Inc. | VERX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2021 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2021 | Paylocity Holding | PCTY | Maintain | Neutral (N/A) |
|
Details | ||
| 12/22/2020 | Vertex Inc. | VERX | Maintain | Neutral (N/A) |
|
Details | ||
| 12/22/2020 | Paylocity Holding | PCTY | Maintain | Neutral (N/A) |
|
Details | ||
| 12/22/2020 | Paycom Software | PAYC | Maintain | Buy (N/A) |
|
Details | ||
| 12/22/2020 | Intuit | INTU | Maintain | Neutral (N/A) |
|
Details | ||
| 12/22/2020 | Coupa Software | COUP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/22/2020 | Anaplan Inc. | PLAN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/25/2020 | Anaplan Inc. | PLAN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2020 | Ceridian HCM Holding Inc. | CDAY | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2020 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2020 | Open Text | OTEX | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2020 | Paycom Software | PAYC | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2020 | Coupa Software | COUP | Maintain | Neutral (N/A) |
|
Details | ||
| 9/14/2020 | Vertex Inc. | VERX | Maintain | Neutral (N/A) |
|
Details | ||
| 8/24/2020 | Vertex Inc. | VERX | New Coverage | Neutral (N/A) |
27.24 (15.25) |
-44.02% | Details | |
| 8/10/2020 | Open Text | OTEX | Maintain | Neutral (N/A) |
|
Details | ||
| 6/10/2020 | Coupa Software | COUP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/22/2020 | Intuit | INTU | Maintain | Neutral (N/A) |
|
Details | ||
| 5/12/2020 | Paycom Software | PAYC | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2020 | Paylocity Holding | PCTY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/12/2020 | Ceridian HCM Holding Inc. | CDAY | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2020 | Open Text | OTEX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2020 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2020 | Intuit | INTU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/18/2020 | Coupa Software | COUP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/28/2020 | Anaplan Inc. | PLAN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/20/2020 | Avalara | AVLR | New Coverage | Buy (N/A) |
91.94 (93.48) |
1.68% | Details | |
| 2/20/2020 | Intuit | INTU | New Coverage | Neutral (N/A) |
303.57 (481.17) |
58.5% | Details | |
| 11/22/2019 | Anaplan Inc. | PLAN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2019 | Paylocity Holding | PCTY | Maintain | Neutral (N/A) |
|
Details | ||
| 6/10/2019 | Ciner Resources LP | CINR | Maintain | Neutral (N/A) |
|
Details | ||
| 6/10/2019 | Calyxt Inc. | CLXT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2019 | International Flavors & Fragrances | IFF | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2019 | FMC Corp. | FMC | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2019 | Methanex | MEOH | Maintain | Neutral (N/A) |
|
Details | ||
| 11/16/2018 | International Flavors & Fragrances | IFF | New Coverage | Neutral (N/A) |
141.43 (151.60) |
7.19% | Details | |
| 11/9/2018 | FMC Corp. | FMC | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2018 | Platform Specialty Products | PAH | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2018 | FMC Corp. | FMC | New Coverage | Buy (N/A) |
81.53 (79.69) |
-2.26% | Details | |
| 10/29/2018 | Methanex | MEOH | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2018 | Methanex | MEOH | Maintain | Neutral (N/A) |
|
Details | ||
| 9/19/2018 | Platform Specialty Products | PAH | Downgrade | Neutral (Buy) |
12.80 (11.24) |
-12.19% | Details | |
| 8/16/2018 | AgroFresh Solutions | AGFS | Maintain | Neutral (N/A) |
|
Details |

