Ratings by Goldman Sachs (Gabriela Borges)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/3/2026 | CoreWeave | CRWV | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2026 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2026 | Intuit | INTU | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2026 | Intuit | INTU | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2026 | CoreWeave | CRWV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2026 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2026 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2026 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2026 | DigitalOcean | DOCN | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2026 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2026 | Akamai Technologies | AKAM | Maintain | Sell (N/A) |
|
Details | ||
| 2/20/2026 | Figma Inc | FIG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2026 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2026 | Shopify | SHOP | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2026 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2026 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2026 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2026 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2026 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/20/2026 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2026 | Datadog | DDOG | New Coverage | Sell (N/A) |
130.68 (125.75) |
-3.77% | Details | |
| 1/12/2026 | Adobe | ADBE | New Coverage | Sell (N/A) |
339.04 (283.62) |
-16.35% | Details | |
| 1/12/2026 | Workday | WDAY | New Coverage | Neutral (N/A) |
209.79 (151.07) |
-27.99% | Details | |
| 1/12/2026 | Intuit | INTU | New Coverage | Neutral (N/A) |
652.75 (481.17) |
-26.29% | Details | |
| 1/12/2026 | CoreWeave | CRWV | New Coverage | Neutral (N/A) |
77.09 (72.99) |
-5.32% | Details | |
| 1/12/2026 | Figma Inc | FIG | New Coverage | Neutral (N/A) |
37.27 (29.11) |
-21.89% | Details | |
| 1/12/2026 | Navan Inc | NAVN | New Coverage | Buy (N/A) |
17.89 (10.48) |
-41.42% | Details | |
| 1/12/2026 | Snowflake Inc. | SNOW | New Coverage | Buy (N/A) |
223.79 (180.48) |
-19.35% | Details | |
| 1/12/2026 | ServiceNow | NOW | New Coverage | Buy (N/A) |
146.19 (124.34) |
-14.95% | Details | |
| 1/12/2026 | salesforce.com | CRM | New Coverage | Buy (N/A) |
260.53 (202.11) |
-22.42% | Details | |
| 1/12/2026 | Oracle | ORCL | New Coverage | Buy (N/A) |
189.15 (152.96) |
-19.13% | Details | |
| 1/12/2026 | Microsoft | MSFT | New Coverage | Buy (N/A) |
478.11 (408.65) |
-14.53% | Details | |
| 12/5/2025 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 12/3/2025 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2025 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/6/2025 | Klaviyo Inc | KVYO | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2025 | Braze Inc | BRZE | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2025 | Braze Inc | BRZE | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2025 | Clearwater Analytics Holdings | CWAN | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2025 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2025 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2025 | Akamai Technologies | AKAM | New Coverage | Sell (N/A) |
71.97 (99.89) |
38.79% | Details | |
| 8/12/2025 | Clearwater Analytics Holdings | CWAN | Upgrade | Buy (Buy) |
19.72 (23.45) |
18.91% | Details | |
| 8/5/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 6/3/2025 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2025 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2025 | Braze Inc | BRZE | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2025 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2025 | Clearwater Analytics Holdings | CWAN | New Coverage | Neutral (N/A) |
23.83 (19.72) |
-17.25% | Details | |
| 5/6/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 3/28/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 3/25/2025 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2025 | SailPoint Technologies Holdings | SAIL | New Coverage | Neutral (N/A) |
23.00 (15.39) |
-33.09% | Details | |
| 3/3/2025 | Zeta Global Holdings Corp | ZETA | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2025 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2025 | Olo Inc. | OLO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/20/2025 | Klaviyo Inc | KVYO | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2025 | Tyler Tech | TYL | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2025 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2025 | Shopify | SHOP | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2025 | Fortinet | FTNT | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2025 | Fortinet | FTNT | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2025 | Cloudflare Inc. | NET | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2025 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2025 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Veeva Systems | VEEV | Downgrade | Sell (Buy) |
223.04 (233.21) |
4.56% | Details | |
| 1/2/2025 | Fortinet | FTNT | Maintain | Buy (N/A) |
|
Details | ||
| 1/2/2025 | Cloudflare Inc. | NET | Upgrade | Buy (Sell) |
107.68 (195.19) |
81.27% | Details | |
| 1/2/2025 | Checkpoint Software | CHKP | Downgrade | Neutral (Buy) |
186.70 (165.22) |
-11.51% | Details | |
| 12/24/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2024 | Zeta Global Holdings Corp | ZETA | New Coverage | Neutral (N/A) |
22.97 (18.84) |
-17.98% | Details | |
| 12/4/2024 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2024 | Paycor HCM Inc | PYCR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/21/2024 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2024 | Shopify | SHOP | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2024 | Avepoint Inc. | AVPT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2024 | Braze Inc | BRZE | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2024 | Paycor HCM Inc | PYCR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | Fortinet | FTNT | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2024 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2024 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2024 | Clearwater Analytics Holdings | CWAN | Maintain | Sell (N/A) |
|
Details | ||
| 10/28/2024 | Shopify | SHOP | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2024 | Klaviyo Inc | KVYO | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2024 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2024 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 9/25/2024 | Braze Inc | BRZE | Maintain | Buy (N/A) |
|
Details | ||
| 9/20/2024 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 9/20/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 9/12/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 9/6/2024 | Braze Inc | BRZE | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2024 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/29/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2024 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2024 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 8/20/2024 | DigitalOcean | DOCN | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2024 | Paycor HCM Inc | PYCR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/15/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2024 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2024 | Tyler Tech | TYL | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2024 | Cloudflare Inc. | NET | Maintain | Sell (N/A) |
|
Details | ||
| 6/3/2024 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 6/3/2024 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 5/31/2024 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/30/2024 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2024 | Shopify | SHOP | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2024 | Shopify | SHOP | Upgrade | Buy (Neutral) |
58.91 (130.20) |
121.02% | Details | |
| 5/21/2024 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2024 | EverCommerce Inc | EVCM | Maintain | Sell (N/A) |
|
Details | ||
| 5/10/2024 | Squarespace | SQSP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2024 | Paycor HCM Inc | PYCR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2024 | Squarespace | SQSP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2024 | Shopify | SHOP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2024 | PowerSchool Holdings Inc. | PWSC | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2024 | Cloudflare Inc. | NET | Maintain | Sell (N/A) |
|
Details | ||
| 3/12/2024 | Checkpoint Software | CHKP | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2024 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/1/2024 | Veeva Systems | VEEV | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | Shopify | SHOP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/29/2024 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | CCC Intelligent Solutions Holdings Inc. | CCCS | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2024 | Klaviyo Inc | KVYO | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2024 | Enfusion Inc | ENFN | Downgrade | Sell (Neutral) |
9.45 (10.76) |
13.86% | Details | |
| 2/27/2024 | PowerSchool Holdings Inc. | PWSC | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2024 | DigitalOcean | DOCN | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2024 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2024 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2024 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 2/20/2024 | CrowdStrike Holdings | CRWD | Maintain | (N/A) |
|
Details | ||
| 2/15/2024 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2024 | Shopify | SHOP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2024 | Cloudflare Inc. | NET | Maintain | Sell (N/A) |
|
Details | ||
| 2/12/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2024 | Fortinet | FTNT | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2024 | Klaviyo Inc | KVYO | Upgrade | Buy (Neutral) |
26.36 (20.98) |
-20.41% | Details | |
| 2/5/2024 | BigCommerce Holdings | BIGC | Downgrade | Neutral (Buy) |
8.18 (4.78) |
-41.56% | Details | |
| 2/1/2024 | Okta, Inc | OKTA | Downgrade | Buy (Conviction Buy) |
82.65 (80.72) |
-2.34% | Details | |
| 1/2/2024 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 12/8/2023 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 12/7/2023 | Braze Inc | BRZE | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2023 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2023 | Veeva Systems | VEEV | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2023 | BigCommerce Holdings | BIGC | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2023 | Paycor HCM Inc | PYCR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2023 | DigitalOcean | DOCN | Upgrade | Buy (Neutral) |
24.76 (54.45) |
119.91% | Details | |
| 11/6/2023 | Fortinet | FTNT | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Tyler Tech | TYL | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2023 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2023 | Fortinet | FTNT | Maintain | Buy (N/A) |
|
Details | ||
| 10/16/2023 | Klaviyo Inc | KVYO | New Coverage | Neutral (N/A) |
33.02 (20.98) |
-36.46% | Details | |
| 9/25/2023 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 9/22/2023 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 9/11/2023 | Braze Inc | BRZE | Maintain | Buy (N/A) |
|
Details | ||
| 9/7/2023 | Braze Inc | BRZE | Maintain | Buy (N/A) |
|
Details | ||
| 9/6/2023 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 9/1/2023 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2023 | Okta, Inc | OKTA | Upgrade | Buy (Sell) |
72.08 (80.72) |
11.99% | Details | |
| 8/9/2023 | Squarespace | SQSP | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2023 | Enfusion Inc | ENFN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2023 | PowerSchool Holdings Inc. | PWSC | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2023 | Cloudflare Inc. | NET | Maintain | Sell (N/A) |
|
Details | ||
| 8/3/2023 | Shopify | SHOP | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2023 | Clearwater Analytics Holdings | CWAN | Maintain | Sell (N/A) |
|
Details | ||
| 7/25/2023 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2023 | Fortinet | FTNT | Maintain | Buy (N/A) |
|
Details | ||
| 7/20/2023 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 6/21/2023 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 6/16/2023 | Tyler Tech | TYL | Maintain | Buy (N/A) |
|
Details | ||
| 6/6/2023 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 6/5/2023 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 5/30/2023 | Fortinet | FTNT | Maintain | Buy () |
|
Details | ||
| 5/30/2023 | Fortinet | FTNT | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2023 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2023 | Paycor HCM Inc | PYCR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2023 | Squarespace | SQSP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2023 | EverCommerce Inc | EVCM | Maintain | Sell (N/A) |
|
Details | ||
| 5/9/2023 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2023 | Shopify | SHOP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2023 | Cloudflare Inc. | NET | Maintain | Sell (N/A) |
|
Details | ||
| 4/28/2023 | Cloudflare Inc. | NET | Maintain | Sell (N/A) |
|
Details | ||
| 4/18/2023 | PowerSchool Holdings Inc. | PWSC | Upgrade | Buy (Neutral) |
19.74 (22.81) |
15.55% | Details | |
| 4/18/2023 | Tyler Tech | TYL | Upgrade | Buy (Neutral) |
364.37 (446.46) |
22.53% | Details | |
| 3/8/2023 | CrowdStrike Holdings | CRWD | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2023 | Squarespace | SQSP | Maintain | Neutral (N/A) |
|
Details | ||
| 3/7/2023 | Enfusion Inc | ENFN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2023 | Veeva Systems | VEEV | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2023 | BigCommerce Holdings | BIGC | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2023 | Palo Alto Networks | PANW | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | DigitalOcean | DOCN | Maintain | Sell (N/A) |
|
Details | ||
| 2/16/2023 | Shopify | SHOP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2023 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2023 | Cloudflare Inc. | NET | New Coverage | Sell (N/A) |
60.10 (107.68) |
79.17% | Details | |
| 2/14/2023 | Avepoint Inc. | AVPT | New Coverage | Neutral (N/A) |
4.87 (11.09) |
127.72% | Details | |
| 2/14/2023 | Zscaler | ZS | New Coverage | Neutral (N/A) |
133.87 (164.06) |
22.55% | Details | |
| 2/14/2023 | SentinelOne Inc | S | New Coverage | Neutral (N/A) |
15.25 (14.19) |
-6.95% | Details | |
| 2/14/2023 | Okta, Inc | OKTA | New Coverage | Sell (N/A) |
76.39 (80.72) |
5.67% | Details | |
| 2/14/2023 | CrowdStrike Holdings | CRWD | New Coverage | Buy (N/A) |
108.96 (428.99) |
293.71% | Details | |
| 2/14/2023 | Checkpoint Software | CHKP | New Coverage | Buy (N/A) |
127.16 (186.70) |
46.82% | Details | |
| 2/14/2023 | Fortinet | FTNT | New Coverage | Buy (N/A) |
59.61 (83.67) |
40.36% | Details | |
| 2/14/2023 | Palo Alto Networks | PANW | New Coverage | Buy (N/A) |
165.25 (165.05) |
-0.12% | Details | |
| 1/26/2023 | Enfusion Inc | ENFN | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2022 | Braze Inc | BRZE | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2022 | Tyler Tech | TYL | New Coverage | Neutral (N/A) |
296.14 (374.59) |
26.49% | Details | |
| 11/8/2022 | Squarespace | SQSP | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2022 | Palantir Technologies Inc. | PLTR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2022 | DigitalOcean | DOCN | Maintain | Sell (N/A) |
|
Details | ||
| 11/8/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2022 | BigCommerce Holdings | BIGC | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2022 | Paycor HCM Inc | PYCR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2022 | Clearwater Analytics Holdings | CWAN | Maintain | Sell (N/A) |
|
Details | ||
| 10/28/2022 | Veeva Systems | VEEV | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2022 | EverCommerce Inc | EVCM | New Coverage | Sell (N/A) |
9.23 (12.26) |
32.83% | Details | |
| 10/19/2022 | Olo Inc. | OLO | New Coverage | Neutral (N/A) |
8.09 (10.26) |
26.82% | Details | |
| 9/14/2022 | Qualtrics | XM | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 9/13/2022 | Braze Inc | BRZE | Maintain | Buy (N/A) |
|
Details | ||
| 9/7/2022 | Coupa Software | COUP | Maintain | Sell (N/A) |
|
Details | ||
| 8/24/2022 | Paycor HCM Inc | PYCR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2022 | DigitalOcean | DOCN | Downgrade | Sell (Buy) |
38.46 (54.45) |
41.58% | Details | |
| 7/13/2022 | Clearwater Analytics Holdings | CWAN | Downgrade | Sell (Neutral) |
12.29 (23.83) |
93.9% | Details | |
| 7/13/2022 | PowerSchool Holdings Inc. | PWSC | Upgrade | Neutral (Sell) |
12.56 (22.81) |
81.61% | Details | |
| 7/13/2022 | CCC Intelligent Solutions Holdings Inc. | CCCS | Upgrade | Buy (Neutral) |
9.11 (8.75) |
-3.95% | Details | |
| 6/23/2022 | Palantir Technologies Inc. | PLTR | New Coverage | Neutral (N/A) |
8.71 (157.16) |
1704.36% | Details | |
| 6/23/2022 | Veeva Systems | VEEV | New Coverage | Buy (N/A) |
185.43 (223.04) |
20.28% | Details | |
| 5/12/2022 | Coupa Software | COUP | Downgrade | Sell (Neutral) |
67.83 (80.97) |
19.37% | Details | |
| 5/12/2022 | DigitalOcean | DOCN | New Coverage | Buy (N/A) |
32.70 (54.45) |
66.51% | Details | |
| 5/3/2022 | BigCommerce Holdings | BIGC | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2022 | Squarespace | SQSP | New Coverage | Neutral (N/A) |
19.97 (46.57) |
133.2% | Details | |
| 4/28/2022 | CCC Intelligent Solutions Holdings Inc. | CCCS | New Coverage | Neutral (N/A) |
9.20 (8.75) |
-4.89% | Details | |
| 2/17/2022 | Shopify | SHOP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/13/2021 | Kaltura, Inc. | KLTR | New Coverage | Neutral (N/A) |
4.06 (1.52) |
-62.56% | Details | |
| 12/13/2021 | Paycor HCM Inc | PYCR | New Coverage | Neutral (N/A) |
30.50 (22.49) |
-26.26% | Details | |
| 12/13/2021 | Shopify | SHOP | New Coverage | Buy (N/A) |
1494.95 (58.91) |
-96.06% | Details | |
| 12/13/2021 | Braze Inc | BRZE | New Coverage | Buy (N/A) |
66.95 (20.14) |
-69.92% | Details | |
| 12/13/2021 | PowerSchool Holdings Inc. | PWSC | New Coverage | Sell (N/A) |
19.18 (22.81) |
18.93% | Details | |
| 12/13/2021 | Qualtrics | XM | New Coverage | Conviction Buy (N/A) |
33.66 (18.14) |
-46.11% | Details | |
| 12/13/2021 | HubSpot Inc | HUBS | New Coverage | Buy (N/A) |
738.94 (296.56) |
-59.87% | Details | |
| 12/13/2021 | Coupa Software | COUP | New Coverage | Buy (N/A) |
162.72 (80.97) |
-50.24% | Details | |
| 12/13/2021 | BigCommerce Holdings | BIGC | New Coverage | Buy (N/A) |
41.22 (4.78) |
-88.4% | Details | |
| 12/13/2021 | Avalara | AVLR | New Coverage | Buy (N/A) |
149.92 (93.48) |
-37.65% | Details | |
| 11/15/2021 | Enfusion Inc | ENFN | New Coverage | Neutral (N/A) |
22.52 (10.76) |
-52.22% | Details | |
| 10/19/2021 | Clearwater Analytics Holdings | CWAN | New Coverage | Neutral (N/A) |
24.36 (23.45) |
-3.74% | Details | |
| 4/8/2019 | Symantec | SYMC | Upgrade | Buy (Neutral) |
23.04 (23.75) |
3.08% | Details | |
| 2/7/2019 | FireEye, Inc | FEYE | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2019 | Fortinet | FTNT | Downgrade | Sell (Buy) |
69.68 (83.67) |
20.08% | Details | |
| 1/4/2019 | CyberArk Software | CYBR | Downgrade | Neutral (Buy) |
73.24 (408.85) |
458.23% | Details | |
| 11/13/2018 | SailPoint Technologies Holdings | SAIL | Upgrade | Buy (Neutral) |
25.45 (15.39) |
-39.53% | Details | |
| 10/29/2018 | Proofpoint | PFPT | Upgrade | Buy (Neutral) |
98.98 (175.90) |
77.71% | Details | |
| 10/4/2018 | FireEye, Inc | FEYE | Maintain | Buy (N/A) |
|
Details | ||
| 9/25/2018 | Fortinet | FTNT | Maintain | Buy (Buy) |
|
Details | ||
| 9/6/2018 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/21/2018 | SailPoint Technologies Holdings | SAIL | New Coverage | Neutral (N/A) |
29.04 (25.45) |
-12.36% | Details |
