Ratings by BMO Capital (Daniel Jester)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/6/2026 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2026 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2026 | Autodesk | ADSK | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/27/2026 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2026 | Expensify Inc | EXFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/25/2026 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2026 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | Paycom Software | PAYC | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2026 | Vertex Inc. | VERX | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/10/2026 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/6/2026 | Paylocity Holding | PCTY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | Procore Technologies, Inc | PCOR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | ADP | ADP | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/22/2026 | Bentley Systems Inc. | BSY | New Coverage | Outperform (N/A) |
38.11 (39.79) |
4.41% | Details | |
| 1/16/2026 | Paycom Software | PAYC | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/16/2026 | ADP | ADP | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/15/2026 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2026 | OneStream Inc. | OS | Downgrade | Market Perform (Outperform) |
18.39 (23.69) |
28.82% | Details | |
| 12/16/2025 | BlackLine | BL | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/16/2025 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/12/2025 | Vertex | VRTX | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2025 | Paychex | PAYX | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/5/2025 | ServiceTitan | TTAN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2025 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2025 | Autodesk | ADSK | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/21/2025 | Intuit | INTU | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/20/2025 | ServiceTitan | TTAN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2025 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | Expensify Inc | EXFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/7/2025 | BlackLine | BL | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/7/2025 | OneStream Inc. | OS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/6/2025 | Paycom Software | PAYC | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/6/2025 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2025 | Procore Technologies, Inc | PCOR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2025 | Paylocity Holding | PCTY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2025 | Vertex | VRTX | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/4/2025 | Vertex Inc. | VERX | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/29/2025 | ADP | ADP | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/17/2025 | Procore Technologies, Inc | PCOR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2025 | Procore Technologies, Inc | PCOR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2025 | Autodesk | ADSK | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/1/2025 | Paychex | PAYX | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/30/2025 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 9/29/2025 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 9/24/2025 | Paychex | PAYX | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/23/2025 | Procore Technologies, Inc | PCOR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/19/2025 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/17/2025 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2025 | ServiceTitan | TTAN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2025 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2025 | Autodesk | ADSK | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/28/2025 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/28/2025 | ServiceTitan | TTAN | New Coverage | Outperform (N/A) |
102.58 (82.95) |
-19.14% | Details | |
| 8/22/2025 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2025 | Dayforce | day | Downgrade | Market Perform (Outperform) |
67.00 (69.86) |
4.27% | Details | |
| 8/19/2025 | Dayforce | DAY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | Vertex Inc. | VERX | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/7/2025 | Paycom Software | PAYC | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/6/2025 | Paylocity Holding | PCTY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | BlackLine | BL | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/1/2025 | Procore Technologies, Inc | PCOR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2025 | Vertex | VRTX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2025 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2025 | ADP | ADP | New Coverage | Market Perform (N/A) |
306.90 (226.24) |
-26.28% | Details | |
| 7/10/2025 | Paychex | PAYX | New Coverage | Market Perform (N/A) |
144.91 (100.85) |
-30.41% | Details | |
| 6/18/2025 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2025 | BlackLine | BL | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/6/2025 | Autodesk | ADSK | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/2/2025 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2025 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2025 | Autodesk | ADSK | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/16/2025 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | OneStream Inc. | OS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/7/2025 | BlackLine | BL | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/1/2025 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2025 | Procore Technologies, Inc | PCOR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2025 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2025 | Vertex Inc. | VERX | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/12/2025 | Procore Technologies, Inc | PCOR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2025 | Samsara Inc | IOT | Upgrade | Outperform (Market Perform) |
35.36 (35.36) |
0% | Details | |
| 3/7/2025 | Samsara Inc | IOT | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/28/2025 | Autodesk | ADSK | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/27/2025 | Vertex Inc. | VERX | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/27/2025 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2025 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2025 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2025 | Paycom Software | PAYC | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/12/2025 | OneStream Inc. | OS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2025 | BlackLine | BL | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/7/2025 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/7/2025 | Paylocity Holding | PCTY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | Dayforce | DAY | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2025 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2025 | Paycom Software | PAYC | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/8/2025 | Paycor HCM Inc | PYCR | Downgrade | Market Perform (Outperform) |
22.86 (22.49) |
-1.62% | Details | |
| 12/12/2024 | Paycom Software | PAYC | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/12/2024 | BlackLine | BL | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/12/2024 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/12/2024 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2024 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2024 | Procore Technologies, Inc | PCOR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2024 | Paylocity Holding | PCTY | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2024 | Paycor HCM Inc | PYCR | Upgrade | Outperform (Market Perform) |
19.59 (22.86) |
16.69% | Details | |
| 12/6/2024 | Samsara Inc | IOT | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/27/2024 | Autodesk | ADSK | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/27/2024 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2024 | Procore Technologies, Inc | PCOR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2024 | Dayforce | DAY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2024 | BlackLine | BL | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/8/2024 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/7/2024 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2024 | Paycor HCM Inc | PYCR | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/6/2024 | Vertex Inc. | VERX | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/1/2024 | Dayforce | DAY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2024 | Paylocity Holding | PCTY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2024 | Paycom Software | PAYC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/24/2024 | Procore Technologies, Inc | PCOR | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/21/2024 | Autodesk | ADSK | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/17/2024 | Paylocity Holding | PCTY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2024 | PTC Inc. | PTC | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/30/2024 | Intuit | INTU | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/27/2024 | Autodesk | ADSK | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/23/2024 | OneStream Inc. | OS | New Coverage | Outperform (N/A) |
30.65 (18.39) |
-40% | Details | |
| 9/18/2024 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 9/11/2024 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2024 | Samsara Inc | IOT | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/5/2024 | Paylocity Holding | PCTY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/30/2024 | Autodesk | ADSK | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/26/2024 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/23/2024 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2024 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2024 | Procore Technologies, Inc | PCOR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2024 | Paycor HCM Inc | PYCR | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/14/2024 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2024 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2024 | Vertex Inc. | VERX | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/1/2024 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | Paycom Software | PAYC | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/1/2024 | Dayforce | DAY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2024 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2024 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2024 | Autodesk | ADSK | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/11/2024 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2024 | Procore Technologies, Inc | PCOR | Maintain | Outperform (N/A) |
|
Details | ||
| 6/11/2024 | Paycor HCM Inc | PYCR | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/11/2024 | Samsara Inc | IOT | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/11/2024 | Dayforce | DAY | Maintain | Outperform (N/A) |
|
Details | ||
| 6/7/2024 | Samsara Inc | IOT | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/3/2024 | Paycom Software | PAYC | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/3/2024 | Autodesk | ADSK | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/24/2024 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2024 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2024 | Paycor HCM Inc | PYCR | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/8/2024 | BlackLine | BL | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/6/2024 | Dayforce | DAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2024 | Paylocity Holding | PCTY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2024 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/2/2024 | Paycom Software | PAYC | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/2/2024 | Procore Technologies, Inc | PCOR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2024 | Samsara Inc | IOT | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/1/2024 | Vertex Inc. | VERX | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/1/2024 | Autodesk | ADSK | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/21/2024 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2024 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/2/2024 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2024 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2024 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2023 | Samsara Inc | IOT | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/29/2023 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2023 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2023 | Vertex Inc. | VERX | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/9/2023 | Paycor HCM Inc | PYCR | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/3/2023 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/2/2023 | Procore Technologies, Inc | PCOR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2023 | Paycom Software | PAYC | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/26/2023 | Procore Technologies, Inc | PCOR | New Coverage | Outperform (N/A) |
64.62 (58.93) |
-8.81% | Details | |
| 9/20/2023 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2023 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2023 | Samsara Inc | IOT | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/24/2023 | Autodesk | ADSK | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/18/2023 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/17/2023 | Paycor HCM Inc | PYCR | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/16/2023 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2023 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2023 | Vertex Inc. | VERX | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/9/2023 | Expensify Inc | EXFY | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/4/2023 | Paylocity Holding | PCTY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2023 | Paycom Software | PAYC | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/26/2023 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2023 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2023 | Autodesk | ADSK | New Coverage | Market Perform (N/A) |
203.49 (260.99) |
28.26% | Details | |
| 5/24/2023 | PTC Inc. | PTC | New Coverage | Outperform (N/A) |
134.74 (162.71) |
20.76% | Details | |
| 5/11/2023 | Vertex Inc. | VERX | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/10/2023 | Expensify Inc | EXFY | Downgrade | Market Perform (Outperform) |
7.43 (0.96) |
-87.08% | Details | |
| 5/8/2023 | Bill.com Holdings Inc. | BILL | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/5/2023 | BlackLine | BL | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/5/2023 | Paylocity Holding | PCTY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2023 | Paycom Software | PAYC | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/23/2023 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 3/9/2023 | Vertex Inc. | VERX | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/3/2023 | Samsara Inc | IOT | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/28/2023 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2023 | Expensify Inc | EXFY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2023 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2023 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2023 | BlackLine | BL | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/15/2023 | Samsara Inc | IOT | New Coverage | Market Perform (N/A) |
15.84 (35.36) |
123.23% | Details | |
| 2/9/2023 | Ceridian HCM Holding Inc. | CDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2023 | Bill.com Holdings Inc. | BILL | Downgrade | Market Perform (Outperform) |
128.91 (45.06) |
-65.05% | Details | |
| 12/19/2022 | Coupa Software | COUP | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/6/2022 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2022 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2022 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2022 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2022 | Expensify Inc | EXFY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2022 | Vertex Inc. | VERX | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/4/2022 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2022 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/28/2022 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2022 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2022 | Avalara | AVLR | Downgrade | Market Perform (Outperform) |
95.55 (93.48) |
-2.17% | Details | |
| 8/3/2022 | Paycom Software | PAYC | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/27/2022 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2022 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2022 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2022 | Vertex Inc. | VERX | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/6/2022 | Avalara | AVLR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2022 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2022 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2022 | Avalara | AVLR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2022 | Expensify Inc | EXFY | New Coverage | Outperform (N/A) |
16.58 (0.96) |
-94.21% | Details | |
| 4/8/2022 | Coupa Software | COUP | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/15/2022 | Coupa Software | COUP | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/3/2022 | Anaplan Inc. | PLAN | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/25/2022 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2022 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2022 | Avalara | AVLR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2022 | Paycor HCM Inc | PYCR | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/4/2022 | Paylocity Holding | PCTY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2022 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2022 | Ceridian HCM Holding Inc. | CDAY | New Coverage | Outperform (N/A) |
71.87 (69.52) |
-3.27% | Details | |
| 2/1/2022 | Paycor HCM Inc | PYCR | New Coverage | Market Perform (N/A) |
24.38 (19.59) |
-19.65% | Details | |
| 2/1/2022 | Paylocity Holding | PCTY | New Coverage | Outperform (N/A) |
192.38 (120.10) |
-37.57% | Details | |
| 2/1/2022 | Workday | WDAY | Upgrade | Outperform (Market Perform) |
238.18 (151.07) |
-36.57% | Details | |
| 2/1/2022 | Paycom Software | PAYC | New Coverage | Market Perform (N/A) |
317.23 (138.01) |
-56.5% | Details | |
| 2/1/2022 | Anaplan Inc. | PLAN | New Coverage | Market Perform (N/A) |
45.27 (63.73) |
40.78% | Details | |
| 2/1/2022 | Avalara | AVLR | New Coverage | Outperform (N/A) |
103.17 (93.48) |
-9.39% | Details | |
| 2/1/2022 | Bill.com Holdings Inc. | BILL | New Coverage | Outperform (N/A) |
168.06 (45.06) |
-73.19% | Details | |
| 2/1/2022 | BlackLine | BL | New Coverage | Market Perform (N/A) |
86.88 (37.37) |
-56.99% | Details | |
| 2/1/2022 | Coupa Software | COUP | New Coverage | Market Perform (N/A) |
124.08 (80.97) |
-34.74% | Details | |
| 2/1/2022 | Workiva | WK | New Coverage | Outperform (N/A) |
115.65 (64.90) |
-43.88% | Details | |
| 2/1/2022 | Vertex Inc. | VERX | New Coverage | Market Perform (N/A) |
13.76 (15.25) |
10.83% | Details | |
| 2/1/2022 | Intuit | INTU | New Coverage | Outperform (N/A) |
534.82 (481.17) |
-10.03% | Details |
