Ratings by William Blair (Jake Roberge)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/23/2026 | Pegasystems | PEGA | Downgrade | Market Perform (Outperform) |
30.94 (26.82) |
-13.32% | Details | |
| 1/6/2026 | OneStream Inc. | OS | Downgrade | Market Perform (Outperform) |
18.39 (24.00) |
30.51% | Details | |
| 10/29/2025 | Jamf Holding Corp. | JAMF | Downgrade | Market Perform (Outperform) |
11.15 (13.05) |
17.04% | Details | |
| 10/10/2025 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2025 | Dayforce | DAY | Downgrade | Market Perform (Outperform) |
65.47 (69.86) |
6.71% | Details | |
| 6/3/2025 | Pegasystems | PEGA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2025 | OneStream Inc. | OS | New Coverage | Outperform (N/A) |
28.19 (18.39) |
-34.76% | Details | |
| 2/14/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2024 | Elastic NV. | ESTC | Upgrade | Outperform (Market Perform) |
83.00 (53.84) |
-35.13% | Details | |
| 9/25/2024 | Smartsheet Inc. | SMAR | Downgrade | Market Perform (Outperform) |
52.09 (56.47) |
8.41% | Details | |
| 8/13/2024 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2024 | Pegasystems | PEGA | Upgrade | Outperform (Market Perform) |
65.93 (30.94) |
-53.07% | Details | |
| 5/30/2024 | UiPath Inc. | PATH | Downgrade | Market Perform (Outperform) |
18.30 (10.84) |
-40.77% | Details | |
| 1/2/2024 | UiPath Inc. | PATH | New Coverage | Outperform (N/A) |
24.84 (10.84) |
-56.36% | Details | |
| 6/26/2023 | Elastic NV. | ESTC | New Coverage | Market Perform (N/A) |
62.30 (58.68) |
-5.81% | Details | |
| 5/18/2023 | Dynatrace Inc. | DT | New Coverage | Outperform (N/A) |
47.07 (39.96) |
-15.11% | Details | |
| 5/8/2023 | Datadog | DDOG | New Coverage | Outperform (N/A) |
76.57 (246.86) |
222.4% | Details | |
| 3/9/2023 | Pegasystems | PEGA | New Coverage | Market Perform (N/A) |
47.51 (26.82) |
-43.55% | Details | |
| 1/17/2023 | Adobe | ADBE | New Coverage | Outperform (N/A) |
344.38 (238.87) |
-30.64% | Details |
