Ratings by Morgan Stanley (James Faucette)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/5/2026 | Chime Financial | CHYM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2026 | Block Inc. | XYZ | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2026 | Klarna | KLAR | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/4/2026 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2026 | TaskUs, Inc | TASK | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2026 | TaskUs, Inc | TASK | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2026 | Shift4 Payments | FOUR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2026 | Block Inc. | XYZ | Upgrade | Overweight (Equalweight) |
54.53 (66.33) |
21.64% | Details | |
| 2/26/2026 | UWM Holdings Corp. | UWMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/26/2026 | Chime Financial | CHYM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2026 | Circle Internet Group | CRCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/25/2026 | Verra Mobility | VRRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/25/2026 | Marqeta Inc. | MQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/24/2026 | Flywire | FLYW | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/23/2026 | Chime Financial | CHYM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2026 | Klarna | KLAR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/20/2026 | EPAM Systems | EPAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/18/2026 | Klarna | KLAR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/17/2026 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2026 | Block Inc. | XYZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/12/2026 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2026 | Fiserv | FISV | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2026 | i3 Verticals | IIIV | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/9/2026 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/5/2026 | Jack Henry | JKHY | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/5/2026 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/4/2026 | PayPal | PYPL | Maintain | Underweight (N/A) |
|
Details | ||
| 2/4/2026 | Galaxy Digital | GLXY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2026 | Broadridge Financial | BR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/3/2026 | Affirm Holdings Inc. | AFRM | Upgrade | Overweight (Equalweight) |
61.99 (51.70) |
-16.6% | Details | |
| 2/2/2026 | Circle Internet Group | CRCL | New Coverage | Equalweight (N/A) |
67.55 (101.91) |
50.87% | Details | |
| 2/2/2026 | Circle Internet Group | CRCL | New Coverage | Equalweight (N/A) |
67.55 (67.55) |
0% | Details | |
| 1/30/2026 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2026 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2026 | ADP | ADP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/28/2026 | PayPal | PYPL | Maintain | Underweight (N/A) |
|
Details | ||
| 1/16/2026 | Galaxy Digital | GLXY | Maintain | Overweight (N/A) |
|
Details | ||
| 12/22/2025 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2025 | PayPal | PYPL | Downgrade | Underweight (Equalweight) |
60.18 (46.97) |
-21.95% | Details | |
| 12/16/2025 | UWM Holdings Corp. | UWMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/16/2025 | Accenture plc | ACN | Upgrade | Overweight (Equalweight) |
271.56 (215.00) |
-20.83% | Details | |
| 11/21/2025 | Block Inc. | XYZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/19/2025 | i3 Verticals | IIIV | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/19/2025 | Klarna | KLAR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/13/2025 | Fiserv | FISV | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/13/2025 | Endava PLC (ADR) | DAVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/12/2025 | Repay | RPAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/12/2025 | EVERTEC | EVTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/11/2025 | Western Union Co. | WU | Maintain | Underweight (N/A) |
|
Details | ||
| 11/10/2025 | NerdWallet Inc | NRDS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/7/2025 | Affirm Holdings Inc. | AFRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2025 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2025 | Kyndryl Holdings Inc | KD | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2025 | Jack Henry | JKHY | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2025 | Flywire | FLYW | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2025 | Chime Financial | CHYM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2025 | Galaxy Digital | GLXY | New Coverage | Overweight (N/A) |
31.17 (20.56) |
-34.04% | Details | |
| 11/5/2025 | Upstart Holdings Inc | UPST | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2025 | Broadridge Financial | BR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2025 | WEX Inc. | WEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2025 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | Verra Mobility | VRRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2025 | Verra Mobility | VRRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2025 | Fiserv | FI | Downgrade | Equalweight (Overweight) |
126.17 (63.80) |
-49.43% | Details | |
| 10/29/2025 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2025 | PayPal | PYPL | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/24/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/20/2025 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2025 | Klarna | KLAR | New Coverage | Equalweight (N/A) |
40.69 (13.75) |
-66.21% | Details | |
| 10/3/2025 | Shift4 Payments | FOUR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/1/2025 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/29/2025 | UWM Holdings Corp. | UWMC | Downgrade | Equalweight (Overweight) |
6.23 (3.86) |
-38.04% | Details | |
| 9/26/2025 | Kyndryl Holdings Inc | KD | New Coverage | Equalweight (N/A) |
31.53 (13.19) |
-58.17% | Details | |
| 9/10/2025 | nCino Inc. | NCNO | Upgrade | Overweight (Equalweight) |
30.40 (16.82) |
-44.67% | Details | |
| 9/9/2025 | EPAM Systems | EPAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/9/2025 | Accenture plc | ACN | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/9/2025 | TaskUs, Inc | TASK | Downgrade | Equalweight (Overweight) |
18.18 (10.92) |
-39.93% | Details | |
| 9/5/2025 | Endava PLC (ADR) | DAVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/29/2025 | Affirm Holdings Inc. | AFRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/27/2025 | nCino Inc. | NCNO | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/26/2025 | Affirm Holdings Inc. | AFRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/12/2025 | Repay | RPAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/12/2025 | i3 Verticals | IIIV | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/11/2025 | Western Union Co. | WU | Maintain | Underweight (N/A) |
|
Details | ||
| 8/8/2025 | Marqeta Inc. | MQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2025 | Chime Financial | CHYM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2025 | Block Inc. | XYZ | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2025 | Flywire | FLYW | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2025 | Upstart Holdings Inc | UPST | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2025 | Shift4 Payments | FOUR | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2025 | Broadridge Financial | BR | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/5/2025 | Block Inc. | XYZ | Downgrade | Equalweight (Overweight) |
74.03 (54.53) |
-26.34% | Details | |
| 8/4/2025 | Telus International | TIXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2025 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2025 | DXC Technology | DXC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2025 | EVERTEC | EVTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2025 | ADP | ADP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2025 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2025 | PayPal | PYPL | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/29/2025 | Western Union Co. | WU | Maintain | Underweight (N/A) |
|
Details | ||
| 7/25/2025 | WEX Inc. | WEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/15/2025 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | UWM Holdings Corp. | UWMC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/7/2025 | Chime Financial | CHYM | New Coverage | Overweight (N/A) |
30.01 (22.23) |
-25.92% | Details | |
| 6/26/2025 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/24/2025 | Accenture plc | ACN | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/17/2025 | ADP | ADP | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/12/2025 | Accenture plc | ACN | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/10/2025 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/29/2025 | nCino Inc. | NCNO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/15/2025 | DXC Technology | DXC | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2025 | i3 Verticals | IIIV | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2025 | EPAM Systems | EPAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2025 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2025 | Flywire | FLYW | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2025 | AvidXChange Holdings | AVDX | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/7/2025 | UWM Holdings Corp. | UWMC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2025 | Upstart Holdings Inc | UPST | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2025 | Affirm Holdings Inc. | AFRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/7/2025 | UWM Holdings Corp. | UWMC | Upgrade | Overweight (Equalweight) |
5.56 (3.86) |
-30.58% | Details | |
| 4/3/2025 | Block Inc. | XYZ | Upgrade | Overweight (Equalweight) |
55.41 (74.03) |
33.6% | Details | |
| 3/27/2025 | Verra Mobility | VRRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/27/2025 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/26/2025 | Global-E Online Ltd | GLBE | Upgrade | Overweight (Equalweight) |
39.16 (35.39) |
-9.63% | Details | |
| 3/17/2025 | Accenture plc | ACN | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/12/2025 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2025 | Shift4 Payments | FOUR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2025 | AvidXChange Holdings | AVDX | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/26/2025 | PayPal | PYPL | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/26/2025 | Flywire | FLYW | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/25/2025 | Block Inc. | XYZ | Upgrade | Equalweight (Underweight) |
68.35 (55.41) |
-18.93% | Details | |
| 2/24/2025 | NerdWallet Inc | NRDS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/21/2025 | EPAM Systems | EPAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/19/2025 | Endava PLC (ADR) | DAVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/14/2025 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2025 | Upstart Holdings Inc | UPST | Upgrade | Equalweight (Underweight) |
84.16 (27.78) |
-66.99% | Details | |
| 2/13/2025 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2025 | WEX Inc. | WEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2025 | Affirm Holdings Inc. | AFRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2025 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/3/2025 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2025 | Broadridge Financial | BR | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/20/2024 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/19/2024 | Rocket Cos Inc. | RKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/19/2024 | UWM Holdings Corp. | UWMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/13/2024 | TaskUs, Inc | TASK | Upgrade | Overweight (Equalweight) |
16.73 (18.18) |
8.67% | Details | |
| 11/21/2024 | EVERTEC | EVTC | Upgrade | Equalweight (Underweight) |
35.66 (28.54) |
-19.97% | Details | |
| 11/14/2024 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2024 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2024 | Shift4 Payments | FOUR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2024 | EPAM Systems | EPAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2024 | DXC Technology | DXC | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2024 | Block Inc. | SQ | Maintain | Underweight (N/A) |
|
Details | ||
| 11/8/2024 | Affirm Holdings Inc. | AFRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/7/2024 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2024 | Broadridge Financial | BR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2024 | Marqeta Inc. | MQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2024 | Fidelity National Information Services | FIS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2024 | Verra Mobility | VRRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2024 | PayPal | PYPL | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2024 | NerdWallet Inc | NRDS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2024 | Global-E Online Ltd | GLBE | Downgrade | Equalweight (Overweight) |
37.63 (39.16) |
4.07% | Details | |
| 10/9/2024 | Affirm Holdings Inc. | AFRM | Upgrade | Equalweight (Underweight) |
38.60 (61.99) |
60.6% | Details | |
| 10/2/2024 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/26/2024 | Affirm Holdings Inc. | AFRM | Maintain | Underweight (N/A) |
|
Details | ||
| 8/16/2024 | Telus International | TIXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2024 | Verra Mobility | VRRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2024 | Shift4 Payments | FOUR | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2024 | Open Lending | LPRO | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2024 | Fidelity National Information Services | FIS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2024 | Broadridge Financial | BR | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2024 | Verra Mobility | VRRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/2/2024 | TaskUs, Inc | TASK | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | NerdWallet Inc | NRDS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | Clearwater Analytics Holdings | CWAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | AvidXChange Holdings | AVDX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | ADP | ADP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2024 | PayPal | PYPL | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2024 | Block Inc. | SQ | Maintain | Underweight (N/A) |
|
Details | ||
| 7/25/2024 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2024 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2024 | WEX Inc. | WEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/22/2024 | Fiserv | FISV | Upgrade | Overweight (Equalweight) |
114.23 (63.10) |
-44.76% | Details | |
| 7/22/2024 | Fidelity National Information Services | FIS | Downgrade | Equalweight (Overweight) |
76.04 (51.49) |
-32.29% | Details | |
| 7/16/2024 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/27/2024 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/26/2024 | Accenture plc | ACN | Downgrade | Equalweight (Overweight) |
307.21 (271.56) |
-11.6% | Details | |
| 6/10/2024 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/21/2024 | Global-E Online Ltd | GLBE | Upgrade | Overweight (Equalweight) |
29.13 (37.63) |
29.18% | Details | |
| 5/17/2024 | DXC Technology | DXC | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/13/2024 | EPAM Systems | EPAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/10/2024 | Shift4 Payments | FOUR | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2024 | Upstart Holdings Inc | UPST | Maintain | Underweight (N/A) |
|
Details | ||
| 5/8/2024 | Open Lending | LPRO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2024 | Flywire | FLYW | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2024 | Fidelity National Information Services | FIS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | Verra Mobility | VRRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/2/2024 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/2/2024 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2024 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2024 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/26/2024 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/26/2024 | EPAM Systems | EPAM | Upgrade | Equalweight (Underweight) |
245.00 (145.87) |
-40.46% | Details | |
| 4/23/2024 | WEX Inc. | WEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/21/2024 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2024 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/12/2024 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/4/2024 | Block Inc. | SQ | Downgrade | Underweight (Equalweight) |
79.21 (86.96) |
9.78% | Details | |
| 4/3/2024 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/27/2024 | nCino Inc. | NCNO | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/15/2024 | nCino Inc. | NCNO | Upgrade | Equalweight (Underweight) |
30.46 (30.40) |
-0.2% | Details | |
| 3/11/2024 | NerdWallet Inc | NRDS | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/1/2024 | Verra Mobility | VRRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/1/2024 | Endava PLC (ADR) | DAVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/1/2024 | Flywire | FLYW | Downgrade | Equalweight (Overweight) |
28.85 (13.28) |
-53.97% | Details | |
| 2/29/2024 | Marqeta Inc. | MQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/29/2024 | Clearwater Analytics Holdings | CWAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/29/2024 | AvidXChange Holdings | AVDX | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/28/2024 | Shift4 Payments | FOUR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2024 | Verra Mobility | VRRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2024 | Fidelity National Information Services | FIS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2024 | EVERTEC | EVTC | Maintain | Underweight (N/A) |
|
Details | ||
| 2/23/2024 | Block Inc. | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/23/2024 | Rocket Cos Inc. | RKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/15/2024 | NerdWallet Inc | NRDS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/15/2024 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2024 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/12/2024 | i3 Verticals | IIIV | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/9/2024 | WEX Inc. | WEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2024 | Jack Henry | JKHY | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2024 | FleetCor Technologies | FLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2024 | PayPal | PYPL | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2024 | Affirm Holdings Inc. | AFRM | Maintain | Underweight (N/A) |
|
Details | ||
| 2/6/2024 | Open Lending | LPRO | Upgrade | Equalweight (Underweight) |
7.08 (1.34) |
-81.07% | Details | |
| 1/29/2024 | Flywire | FLYW | Upgrade | Overweight (Equalweight) |
20.83 (13.28) |
-36.25% | Details | |
| 1/24/2024 | TaskUs, Inc | TASK | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2024 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2024 | EPAM Systems | EPAM | Downgrade | Underweight (Equalweight) |
298.83 (145.87) |
-51.19% | Details | |
| 1/24/2024 | Endava PLC (ADR) | DAVA | Downgrade | Equalweight (Overweight) |
80.02 (5.50) |
-93.13% | Details | |
| 1/9/2024 | PayPal | PYPL | Downgrade | Equalweight (Overweight) |
60.12 (60.18) |
0.1% | Details | |
| 12/20/2023 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2023 | Affirm Holdings Inc. | AFRM | Downgrade | Underweight (Equalweight) |
44.84 (38.60) |
-13.92% | Details | |
| 12/8/2023 | Broadridge Financial | BR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/17/2023 | i3 Verticals | IIIV | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/16/2023 | Marqeta Inc. | MQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/16/2023 | Global-E Online Ltd | GLBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/10/2023 | Verra Mobility | VRRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2023 | Open Lending | LPRO | Maintain | Underweight (N/A) |
|
Details | ||
| 11/8/2023 | Flywire | FLYW | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2023 | Telus International | TIXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2023 | Block Inc. | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2023 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2023 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/2/2023 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/2/2023 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2023 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2023 | WEX Inc. | WEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2023 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2023 | NerdWallet Inc | NRDS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2023 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2023 | EVERTEC | EVTC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/26/2023 | ADP | ADP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/24/2023 | WEX Inc. | WEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/4/2023 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/28/2023 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/20/2023 | Endava PLC (ADR) | DAVA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/20/2023 | nCino Inc. | NCNO | Downgrade | Underweight (Equalweight) |
33.41 (16.82) |
-49.66% | Details | |
| 9/14/2023 | Endava PLC (ADR) | DAVA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/12/2023 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2023 | Clearwater Analytics Holdings | CWAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/25/2023 | Affirm Holdings Inc. | AFRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/25/2023 | Shift4 Payments | FOUR | Upgrade | Equalweight (Underweight) |
55.48 (47.87) |
-13.72% | Details | |
| 8/17/2023 | Jack Henry | JKHY | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/10/2023 | Verra Mobility | VRRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/10/2023 | UWM Holdings Corp. | UWMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/10/2023 | Repay | RPAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2023 | Global-E Online Ltd | GLBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2023 | FleetCor Technologies | FLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2023 | Enfusion Inc | ENFN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2023 | Broadridge Financial | BR | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2023 | Shift4 Payments | FOUR | Maintain | Underweight (N/A) |
|
Details | ||
| 8/4/2023 | Rocket Cos Inc. | RKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2023 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2023 | NerdWallet Inc | NRDS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2023 | EPAM Systems | EPAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2023 | DXC Technology | DXC | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2023 | Clearwater Analytics Holdings | CWAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2023 | Block Inc. | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/3/2023 | Fidelity National Information Services | FIS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2023 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | Flywire | FLYW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/28/2023 | WEX Inc. | WEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/28/2023 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/28/2023 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/27/2023 | EVERTEC | EVTC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/27/2023 | ADP | ADP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/26/2023 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | Global-E Online Ltd | GLBE | Downgrade | Equalweight (Overweight) |
44.53 (29.13) |
-34.58% | Details | |
| 7/17/2023 | Telus International | TIXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/23/2023 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2023 | FleetCor Technologies | FLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/12/2023 | AvidXChange Holdings | AVDX | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/8/2023 | EPAM Systems | EPAM | Downgrade | Equalweight (Overweight) |
208.77 (145.87) |
-30.13% | Details | |
| 6/2/2023 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2023 | nCino Inc. | NCNO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/19/2023 | Endava PLC (ADR) | DAVA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2023 | DXC Technology | DXC | Maintain | Underweight (N/A) |
|
Details | ||
| 5/19/2023 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/17/2023 | Jack Henry | JKHY | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/17/2023 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2023 | Home Point Capital Inc. | HMPT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2023 | Open Lending | LPRO | Maintain | Underweight (N/A) |
|
Details | ||
| 5/11/2023 | UWM Holdings Corp. | UWMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/10/2023 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/10/2023 | Flywire | FLYW | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/10/2023 | Affirm Holdings Inc. | AFRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/10/2023 | Upstart Holdings Inc | UPST | Maintain | Underweight (N/A) |
|
Details | ||
| 5/9/2023 | TaskUs, Inc | TASK | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2023 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Verra Mobility | VRRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/5/2023 | Upstart Holdings Inc | UPST | Maintain | Underweight (N/A) |
|
Details | ||
| 5/5/2023 | TTEC Holdings Inc. | TTEC | Maintain | Underweight (N/A) |
|
Details | ||
| 5/5/2023 | Telus International | TIXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/5/2023 | Clearwater Analytics Holdings | CWAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/4/2023 | FleetCor Technologies | FLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/4/2023 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/4/2023 | Broadridge Financial | BR | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2023 | NerdWallet Inc | NRDS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/28/2023 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2023 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2023 | ADP | ADP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/26/2023 | Fiserv | FISV | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/26/2023 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | Shift4 Payments | FOUR | Maintain | Underweight (N/A) |
|
Details | ||
| 4/13/2023 | NerdWallet Inc | NRDS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/12/2023 | Block Inc. | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/4/2023 | nCino Inc. | NCNO | Downgrade | Equalweight (Overweight) |
24.78 (16.82) |
-32.12% | Details | |
| 4/3/2023 | Marqeta Inc. | MQ | Downgrade | Equalweight (Overweight) |
4.16 (4.02) |
-3.37% | Details | |
| 3/28/2023 | Block Inc. | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/28/2023 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 3/24/2023 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/15/2023 | Accenture plc | ACN | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/9/2023 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2023 | TTEC Holdings Inc. | TTEC | Maintain | Underweight (N/A) |
|
Details | ||
| 3/1/2023 | Rocket Cos Inc. | RKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/28/2023 | TaskUs, Inc | TASK | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/28/2023 | Marqeta Inc. | MQ | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2023 | Open Lending | LPRO | Maintain | Underweight (N/A) |
|
Details | ||
| 2/24/2023 | Block Inc. | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/22/2023 | Clearwater Analytics Holdings | CWAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/21/2023 | Block Inc. | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/17/2023 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2023 | NerdWallet Inc | NRDS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/15/2023 | Endava PLC (ADR) | DAVA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2023 | Fidelity National Information Services | FIS | Upgrade | Overweight (Equalweight) |
75.43 (51.49) |
-31.74% | Details | |
| 2/13/2023 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2023 | WEX Inc. | WEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2023 | Telus International | TIXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2023 | Affirm Holdings Inc. | AFRM | Downgrade | Equalweight (Overweight) |
16.02 (51.70) |
222.72% | Details | |
| 2/8/2023 | Fiserv | FISV | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2023 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2023 | Telus International | TIXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2023 | TaskUs, Inc | TASK | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2023 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2023 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2023 | Endava PLC (ADR) | DAVA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2023 | DXC Technology | DXC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2023 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2023 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2023 | Flywire | FLYW | New Coverage | Equalweight (N/A) |
24.76 (13.28) |
-46.37% | Details | |
| 1/17/2023 | Global Payments | GPN | Upgrade | Overweight (Equalweight) |
108.35 (76.40) |
-29.49% | Details | |
| 1/3/2023 | Enfusion Inc | ENFN | Upgrade | Overweight (Equalweight) |
9.56 (10.76) |
12.55% | Details | |
| 12/23/2022 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2022 | Broadridge Financial | BR | New Coverage | Equalweight (N/A) |
145.13 (196.88) |
35.66% | Details | |
| 11/9/2022 | Upstart Holdings Inc | UPST | Maintain | Underweight (N/A) |
|
Details | ||
| 11/9/2022 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2022 | Marqeta Inc. | MQ | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Fidelity National Information Services | FIS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2022 | Rocket Cos Inc. | RKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2022 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Block Inc. | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2022 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | EVERTEC | EVTC | Maintain | Underweight (N/A) |
|
Details | ||
| 11/3/2022 | FleetCor Technologies | FLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/3/2022 | NerdWallet Inc | NRDS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/3/2022 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/3/2022 | Verra Mobility | VRRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/3/2022 | Clearwater Analytics Holdings | CWAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2022 | Global Payments | GPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2022 | ADP | ADP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2022 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Shift4 Payments | FOUR | Maintain | Underweight (N/A) |
|
Details | ||
| 10/19/2022 | Open Lending | LPRO | Maintain | Underweight (N/A) |
|
Details | ||
| 10/18/2022 | Global Payments | GPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2022 | Fiserv | FISV | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2022 | Fidelity National Information Services | FIS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2022 | Juniper Networks | JNPR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2022 | WEX Inc. | WEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2022 | FleetCor Technologies | FLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2022 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2022 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2022 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 9/28/2022 | Endava PLC (ADR) | DAVA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2022 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2022 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2022 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2022 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2022 | Jack Henry | JKHY | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/17/2022 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2022 | Finance of America | FOA | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/15/2022 | TaskUs, Inc | TASK | Downgrade | Equalweight (Overweight) |
16.13 (16.73) |
3.72% | Details | |
| 8/11/2022 | TTEC Holdings Inc. | TTEC | Maintain | Underweight (N/A) |
|
Details | ||
| 8/10/2022 | i3 Verticals | IIIV | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/10/2022 | Enfusion Inc | ENFN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/10/2022 | Repay | RPAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2022 | Upstart Holdings Inc | UPST | Maintain | Underweight (N/A) |
|
Details | ||
| 8/8/2022 | Shift4 Payments | FOUR | Maintain | Underweight (N/A) |
|
Details | ||
| 8/8/2022 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2022 | Open Lending | LPRO | Maintain | Underweight (N/A) |
|
Details | ||
| 8/8/2022 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2022 | Block Inc. | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2022 | Paya Holdings | PAYA | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2022 | EVERTEC | EVTC | Maintain | Underweight (N/A) |
|
Details | ||
| 8/8/2022 | Telus International | TIXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/3/2022 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2022 | Global Payments | GPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/27/2022 | Fiserv | FISV | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/27/2022 | Clearwater Analytics Holdings | CWAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/27/2022 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | Open Lending | LPRO | Downgrade | Underweight (Equalweight) |
11.17 (1.34) |
-88% | Details | |
| 7/22/2022 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/20/2022 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2022 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2022 | Shift4 Payments | four | Maintain | Underweight (N/A) |
|
Details | ||
| 7/15/2022 | Upstart Holdings Inc | UPST | Maintain | Underweight (N/A) |
|
Details | ||
| 6/30/2022 | Fidelity National Information Services | FIS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/30/2022 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/29/2022 | Upstart Holdings Inc | UPST | Downgrade | Underweight (Equalweight) |
38.78 (84.16) |
117.02% | Details | |
| 6/24/2022 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/21/2022 | Fidelity National Information Services | FIS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/21/2022 | Global Payments | GPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/21/2022 | Fiserv | FISV | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/15/2022 | Jack Henry | JKHY | New Coverage | Equalweight (N/A) |
176.92 (171.83) |
-2.88% | Details | |
| 6/14/2022 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2022 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2022 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2022 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2022 | DXC Technology | DXC | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/24/2022 | Marqeta Inc. | MQ | Upgrade | Overweight (Equalweight) |
9.84 (4.02) |
-59.15% | Details | |
| 5/23/2022 | Trimble Navigation | TRMB | Upgrade | Equalweight (Underweight) |
65.03 (70.08) |
7.77% | Details | |
| 5/19/2022 | Block Inc. | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/13/2022 | Enfusion Inc | ENFN | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/13/2022 | Home Point Capital Inc. | HMPT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/13/2022 | Endava PLC (ADR) | DAVA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2022 | Paya Holdings | PAYA | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2022 | LoanDepot Inc | LDI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2022 | i3 Verticals | IIIV | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2022 | Rocket Cos Inc. | RKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2022 | Repay | RPAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2022 | UWM Holdings Corp. | UWMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2022 | LoanDepot Inc | LDI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/10/2022 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2022 | Verra Mobility | VRRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/10/2022 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2022 | TaskUs, Inc | TASK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2022 | Finance of America | FOA | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2022 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2022 | Shift4 Payments | FOUR | Maintain | Underweight (N/A) |
|
Details | ||
| 5/5/2022 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/4/2022 | Fidelity National Information Services | FIS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/4/2022 | Upstart Holdings Inc | UPST | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/4/2022 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2022 | Global Payments | GPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2022 | Western Union Co. | WU | Maintain | Underweight (N/A) |
|
Details | ||
| 4/29/2022 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2022 | EVERTEC | EVTC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/29/2022 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2022 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2022 | Fiserv | FISV | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/28/2022 | AvidXChange Holdings | AVDX | New Coverage | Equalweight (N/A) |
7.93 (10.00) |
26.1% | Details | |
| 4/28/2022 | ADP | ADP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/28/2022 | Telus International | TIXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/25/2022 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2022 | Open Lending | LPRO | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/21/2022 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2022 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2022 | Shift4 Payments | FOUR | Downgrade | Underweight (Equalweight) |
60.32 (47.87) |
-20.64% | Details | |
| 4/13/2022 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2022 | nCino Inc. | NCNO | New Coverage | Overweight (N/A) |
42.21 (16.82) |
-60.15% | Details | |
| 4/12/2022 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/12/2022 | F5 Networks | FFIV | Downgrade | Equalweight (Overweight) |
210.21 (286.22) |
36.16% | Details | |
| 4/8/2022 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2022 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2022 | Rocket Cos Inc. | RKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/5/2022 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/4/2022 | Marqeta Inc. | MQ | New Coverage | Equalweight (N/A) |
11.04 (4.02) |
-63.59% | Details | |
| 3/25/2022 | Enfusion Inc | ENFN | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/23/2022 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2022 | Block Inc. | SQ | New Coverage | Equalweight (N/A) |
141.79 (86.96) |
-38.67% | Details | |
| 3/15/2022 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/15/2022 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2022 | Western Union Co. | WU | Maintain | Underweight (N/A) |
|
Details | ||
| 3/10/2022 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2022 | Finance of America | FOA | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/3/2022 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2022 | TTEC Holdings Inc. | TTEC | Maintain | Underweight (N/A) |
|
Details | ||
| 3/3/2022 | Clearwater Analytics Holdings | CWAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/25/2022 | Home Point Capital Inc. | HMPT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/17/2022 | Endava PLC (ADR) | DAVA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2022 | Fidelity National Information Services | FIS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2022 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2022 | Western Union Co. | WU | Maintain | Underweight (N/A) |
|
Details | ||
| 2/11/2022 | WEX Inc. | WEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2022 | Telus International | TIXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2022 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2022 | i3 Verticals | IIIV | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/9/2022 | FleetCor Technologies | FLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/9/2022 | Fiserv | FISV | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2022 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2022 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2022 | NerdWallet Inc | NRDS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/31/2022 | UWM Holdings Corp. | UWMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/31/2022 | Rocket Cos Inc. | RKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/31/2022 | LoanDepot Inc | LDI | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/31/2022 | Home Point Capital Inc. | HMPT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/31/2022 | Finance of America | FOA | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/28/2022 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2022 | Juniper Networks | JNPR | Maintain | Underweight (N/A) |
|
Details | ||
| 1/28/2022 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2022 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2022 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/10/2022 | Telus International | TIXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/10/2022 | DXC Technology | DXC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/10/2022 | TaskUs, Inc | TASK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2022 | EPAM Systems | EPAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/10/2022 | Endava PLC (ADR) | DAVA | Upgrade | Overweight (Equalweight) |
139.17 (5.50) |
-96.05% | Details | |
| 1/10/2022 | TTEC Holdings Inc. | TTEC | Downgrade | Underweight (Equalweight) |
90.09 (2.72) |
-96.98% | Details | |
| 1/10/2022 | Cognizant Technology Solutions | CTSH | Downgrade | Equalweight (Overweight) |
88.23 (66.26) |
-24.9% | Details | |
| 1/5/2022 | WEX Inc. | WEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/15/2021 | Trimble Navigation | TRMB | Maintain | Underweight (N/A) |
|
Details | ||
| 12/15/2021 | Juniper Networks | JNPR | Maintain | Underweight (N/A) |
|
Details | ||
| 12/15/2021 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2021 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/13/2021 | TaskUs, Inc | TASK | Upgrade | Overweight (Equalweight) |
42.95 (10.92) |
-74.58% | Details | |
| 12/10/2021 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2021 | Fidelity National Information Services | FIS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/9/2021 | Upstart Holdings Inc | UPST | New Coverage | Equalweight (N/A) |
193.88 (27.78) |
-85.67% | Details | |
| 12/3/2021 | Enfusion Inc | ENFN | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/30/2021 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/30/2021 | Rocket Cos Inc. | RKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/29/2021 | NerdWallet Inc | NRDS | New Coverage | Equalweight (N/A) |
22.59 (11.16) |
-50.6% | Details | |
| 11/19/2021 | i3 Verticals | IIIV | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/16/2021 | ADP | ADP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/15/2021 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2021 | Enfusion Inc | ENFN | New Coverage | Equalweight (N/A) |
22.52 (10.76) |
-52.22% | Details | |
| 11/12/2021 | Open Lending | LPRO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/12/2021 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2021 | Finance of America | FOA | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/10/2021 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2021 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2021 | Paya Holdings | PAYA | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2021 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2021 | Fidelity National Information Services | FIS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2021 | EPAM Systems | EPAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/4/2021 | FleetCor Technologies | FLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2021 | DXC Technology | DXC | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2021 | Clearwater Analytics Holdings | CWAN | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 11/2/2021 | LoanDepot Inc | LDI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2021 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2021 | EVERTEC | EVTC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/28/2021 | Cognizant Technology Solutions | CTSH | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2021 | ADP | ADP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2021 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2021 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2021 | UWM Holdings Corp. | UWMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2021 | LoanDepot Inc | LDI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/20/2021 | Cognizant Technology Solutions | CTSH | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2021 | Clearwater Analytics Holdings | CWAN | New Coverage | Equalweight (N/A) |
24.36 (23.45) |
-3.74% | Details | |
| 10/11/2021 | Cognizant Technology Solutions | CTSH | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2021 | Finance of America | FOA | New Coverage | Equalweight (N/A) |
5.14 (17.68) |
243.97% | Details | |
| 10/8/2021 | Endava PLC (ADR) | DAVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2021 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2021 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/30/2021 | Endava PLC (ADR) | DAVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/27/2021 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/24/2021 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2021 | Trimble Navigation | TRMB | Downgrade | Underweight (Equalweight) |
88.97 (70.08) |
-21.23% | Details | |
| 9/10/2021 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2021 | Global Payments | GPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/10/2021 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2021 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 9/3/2021 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2021 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2021 | Paya Holdings | PAYA | New Coverage | Equalweight (N/A) |
10.05 (9.74) |
-3.08% | Details | |
| 8/11/2021 | Open Lending | LPRO | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/11/2021 | TaskUs, Inc | TASK | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/5/2021 | Western Union Co. | WU | Maintain | Underweight (N/A) |
|
Details | ||
| 8/4/2021 | LoanDepot Inc | LDI | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2021 | EVERTEC | EVTC | Maintain | Underweight (N/A) |
|
Details | ||
| 8/3/2021 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2021 | Telus International | TIXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2021 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2021 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2021 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/29/2021 | ADP | ADP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/26/2021 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2021 | i3 Verticals | IIIV | New Coverage | Equalweight (N/A) |
31.80 (23.51) |
-26.07% | Details | |
| 7/12/2021 | UWM Holdings Corp. | UWMC | New Coverage | Equalweight (N/A) |
8.19 (3.86) |
-52.87% | Details | |
| 7/8/2021 | WEX Inc. | WEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/8/2021 | FleetCor Technologies | FLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/6/2021 | Verra Mobility | VRRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/6/2021 | TaskUs, Inc | TASK | New Coverage | Equalweight (N/A) |
33.24 (10.92) |
-67.15% | Details | |
| 6/28/2021 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/25/2021 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/25/2021 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/21/2021 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2021 | Global-E Online Ltd | GLBE | New Coverage | Overweight (N/A) |
35.00 (35.39) |
1.11% | Details | |
| 5/28/2021 | Rocket Cos Inc. | RKT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/28/2021 | LoanDepot Inc | LDI | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/28/2021 | Home Point Capital Inc. | HMPT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/27/2021 | DXC Technology | DXC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/26/2021 | Verra Mobility | VRRM | Downgrade | Equalweight (Overweight) |
15.32 (16.47) |
7.51% | Details | |
| 5/20/2021 | Endava PLC (ADR) | DAVA | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/14/2021 | Repay | RPAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/14/2021 | Fidelity National Information Services | FIS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/12/2021 | Open Lending | LPRO | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/12/2021 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/10/2021 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2021 | Telus International | TIXT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/7/2021 | Square | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/7/2021 | Q2 Holdings | QTWO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/7/2021 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2021 | Trimble Navigation | TRMB | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/6/2021 | TTEC Holdings Inc. | TTEC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/6/2021 | PayPal | PYPL | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/6/2021 | Cognizant Technology Solutions | CTSH | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/5/2021 | Western Union Co. | WU | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/5/2021 | Global Payments | GPN | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/4/2021 | EPAM Systems | EPAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2021 | EVERTEC | EVTC | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/30/2021 | MasterCard | MA | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/28/2021 | Visa | V | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/27/2021 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/22/2021 | Shift4 Payments | FOUR | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/22/2021 | Global Payments | GPN | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/22/2021 | Fiserv | FISV | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/22/2021 | Fidelity National Information Services | FIS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/21/2021 | Zebra Technologies | ZBRA | Downgrade | Underweight (Equalweight) |
509.63 (219.65) |
-56.9% | Details | |
| 4/20/2021 | Visa | V | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/20/2021 | MasterCard | MA | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/14/2021 | Square | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/12/2021 | Open Lending | LPRO | New Coverage | Equalweight (N/A) |
38.20 (1.34) |
-96.49% | Details | |
| 4/7/2021 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/6/2021 | Q2 Holdings | QTWO | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/25/2021 | Shift4 Payments | FOUR | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/19/2021 | Accenture plc | ACN | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/16/2021 | Visa | V | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/16/2021 | MasterCard | MA | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/11/2021 | Accenture plc | ACN | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/9/2021 | Rocket Cos Inc. | RKT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/9/2021 | LoanDepot Inc | LDI | New Coverage | Equalweight (N/A) |
18.51 (1.77) |
-90.44% | Details | |
| 3/9/2021 | EVERTEC | EVTC | Downgrade | Underweight (Equalweight) |
36.97 (35.66) |
-3.54% | Details | |
| 3/5/2021 | Square | SQ | Maintain | Equalweight (Overweight) |
|
Details | ||
| 3/3/2021 | TTEC Holdings Inc. | TTEC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/3/2021 | Endava PLC (ADR) | DAVA | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/2/2021 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/2/2021 | Repay | RPAY | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/1/2021 | Telus International | TIXT | New Coverage | Equalweight (N/A) |
29.00 (4.31) |
-85.14% | Details | |
| 2/26/2021 | Rocket Cos Inc. | RKT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/25/2021 | Square | SQ | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/24/2021 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2021 | Home Point Capital Inc. | HMPT | New Coverage | Equalweight (N/A) |
12.00 (2.32) |
-80.67% | Details | |
| 2/18/2021 | Endava PLC (ADR) | DAVA | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/17/2021 | EPAM Systems | EPAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/12/2021 | Zebra Technologies | ZBRA | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/12/2021 | PayPal | PYPL | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/12/2021 | Affirm Holdings Inc. | AFRM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/11/2021 | Western Union Co. | WU | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/11/2021 | Trimble Navigation | TRMB | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/11/2021 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/10/2021 | Global Payments | GPN | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/8/2021 | Affirm Holdings Inc. | AFRM | New Coverage | Overweight (N/A) |
108.77 (51.70) |
-52.47% | Details | |
| 2/4/2021 | PayPal | PYPL | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/2/2021 | Cognizant Technology Solutions | CTSH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2021 | MasterCard | MA | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/29/2021 | TTEC Holdings Inc. | TTEC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/29/2021 | Endava PLC (ADR) | DAVA | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/29/2021 | EPAM Systems | EPAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/29/2021 | DXC Technology | DXC | Downgrade | Equalweight (Overweight) |
28.47 (12.95) |
-54.51% | Details | |
| 1/29/2021 | Cognizant Technology Solutions | CTSH | Upgrade | Overweight (Equalweight) |
76.15 (66.26) |
-12.99% | Details | |
| 1/27/2021 | PayPal | PYPL | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/27/2021 | Global Payments | GPN | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/27/2021 | Fiserv | FISV | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/27/2021 | Fidelity National Information Services | FIS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/27/2021 | F5 Networks | FFIV | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/26/2021 | Trimble Navigation | TRMB | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 12/24/2020 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2020 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2020 | Zebra Technologies | ZBRA | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/15/2020 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2020 | Corning | GLW | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/15/2020 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2020 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2020 | Fiserv | FISV | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/4/2020 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/30/2020 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 11/23/2020 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2020 | TTEC Holdings Inc. | TTEC | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/16/2020 | GreenSky LLC | GSKY | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/12/2020 | Western Union Co. | WU | Maintain | Underweight (N/A) |
|
Details | ||
| 11/5/2020 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2020 | Trimble Navigation | TRMB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2020 | Arista Networks | ANET | Upgrade | Overweight (Equalweight) |
204.38 (132.89) |
-34.98% | Details | |
| 10/28/2020 | Fiserv | FISV | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2020 | Corning | GLW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/22/2020 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/15/2020 | Shift4 Payments | FOUR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2020 | F5 Networks | FFIV | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2020 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2020 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2020 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/24/2020 | On Deck Capital | ONDK | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/16/2020 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/16/2020 | Endava PLC (ADR) | DAVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/31/2020 | Rocket Cos Inc. | RKT | New Coverage | Equalweight (N/A) |
27.10 (18.27) |
-32.58% | Details | |
| 8/13/2020 | GreenSky LLC | GSKY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/13/2020 | Cisco | CSCO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2020 | EPAM Systems | EPAM | Upgrade | Overweight (Equalweight) |
298.73 (145.87) |
-51.17% | Details | |
| 8/11/2020 | TTEC Holdings Inc. | TTEC | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/11/2020 | Global Payments | GPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/10/2020 | Q2 Holdings | QTWO | Downgrade | Equalweight (Overweight) |
102.54 (52.85) |
-48.46% | Details | |
| 8/5/2020 | Arista Networks | ANET | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2020 | Square | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2020 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2020 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/28/2020 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2020 | FleetCor Technologies | FLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2020 | Zebra Technologies | ZBRA | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2020 | TTEC Holdings Inc. | TTEC | New Coverage | Equalweight (N/A) |
47.99 (2.72) |
-94.33% | Details | |
| 7/21/2020 | Arista Networks | ANET | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/9/2020 | F5 Networks | FFIV | Upgrade | Overweight (Equalweight) |
134.29 (286.22) |
113.14% | Details | |
| 7/9/2020 | Cisco | CSCO | Upgrade | Overweight (Equalweight) |
45.63 (78.64) |
72.34% | Details | |
| 7/8/2020 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/30/2020 | Shift4 Payments | FOUR | New Coverage | Equalweight (N/A) |
37.20 (47.87) |
28.68% | Details | |
| 6/16/2020 | Qualcomm | QCOM | Upgrade | Overweight (Equalweight) |
85.24 (135.69) |
59.19% | Details | |
| 6/15/2020 | Endava PLC (ADR) | DAVA | New Coverage | Equalweight (N/A) |
46.40 (5.50) |
-88.15% | Details | |
| 6/10/2020 | Corning | GLW | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/29/2020 | DXC Technology | DXC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2020 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/14/2020 | Cisco | CSCO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/13/2020 | GreenSky LLC | GSKY | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2020 | Cognizant Technology Solutions | CTSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/7/2020 | Global Payments | GPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2020 | Arista Networks | ANET | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/30/2020 | Qualcomm | QCOM | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2020 | Zebra Technologies | ZBRA | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2020 | FleetCor Technologies | FLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2020 | Juniper Networks | JNPR | Maintain | Underweight (N/A) |
|
Details | ||
| 4/28/2020 | F5 Networks | FFIV | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/20/2020 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/7/2020 | Corning | GLW | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/30/2020 | Cognizant Technology Solutions | CTSH | Upgrade | Equalweight (Underweight) |
49.82 (66.26) |
33% | Details | |
| 3/20/2020 | Accenture plc | ACN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/19/2020 | Juniper Networks | JNPR | Maintain | Underweight (N/A) |
|
Details | ||
| 3/19/2020 | F5 Networks | FFIV | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/19/2020 | Corning | GLW | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/19/2020 | Cisco | CSCO | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/19/2020 | Arista Networks | ANET | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/18/2020 | Paychex | PAYX | Upgrade | Equalweight (Underweight) |
57.62 (100.85) |
75.03% | Details | |
| 3/16/2020 | FleetCor Technologies | FLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/16/2020 | Zebra Technologies | ZBRA | Upgrade | Equalweight (Underweight) |
161.51 (219.65) |
36% | Details | |
| 3/11/2020 | Western Union Co. | WU | Maintain | Underweight (N/A) |
|
Details | ||
| 3/11/2020 | DXC Technology | DXC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2020 | Square | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/26/2020 | Cognizant Technology Solutions | CTSH | New Coverage | Underweight (N/A) |
64.48 (66.26) |
2.76% | Details | |
| 2/26/2020 | Accenture plc | ACN | New Coverage | Overweight (N/A) |
197.10 (307.21) |
55.87% | Details | |
| 2/26/2020 | DXC Technology | DXC | New Coverage | Overweight (N/A) |
26.18 (12.95) |
-50.53% | Details | |
| 2/26/2020 | Q2 Holdings | QTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2020 | Axon Enterprise, Inc. | AAXN | Downgrade | Equalweight (Overweight) |
88.90 (145.26) |
63.4% | Details | |
| 2/14/2020 | Arista Networks | ANET | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/14/2020 | Arista Networks | ANET | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/13/2020 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2020 | FleetCor Technologies | FLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2020 | Qualcomm | QCOM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2020 | Juniper Networks | JNPR | Maintain | Underweight (N/A) |
|
Details | ||
| 1/23/2020 | Square | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2020 | WEX Inc. | WEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2020 | FleetCor Technologies | FLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2020 | ADP | ADP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2020 | Western Union Co. | WU | Maintain | Underweight (N/A) |
|
Details | ||
| 1/23/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2020 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2020 | EVERTEC | EVTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2020 | Global Payments | GPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2020 | F5 Networks | FFIV | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2020 | Cisco | CSCO | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2020 | Zebra Technologies | ZBRA | Downgrade | Underweight (Equalweight) |
258.01 (219.65) |
-14.87% | Details | |
| 1/8/2020 | Corning | GLW | Downgrade | Equalweight (Overweight) |
29.68 (123.29) |
315.4% | Details | |
| 12/23/2019 | BlackBerry Limited | BB | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/4/2019 | On Deck Capital | ONDK | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/15/2019 | FleetCor Technologies | FLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/12/2019 | Cisco | CSCO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/11/2019 | Qualcomm | QCOM | Downgrade | Equalweight (Overweight) |
89.98 (135.69) |
50.8% | Details | |
| 11/7/2019 | Square | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2019 | GreenSky LLC | GSKY | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2019 | Arista Networks | ANET | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2019 | Arista Networks | ANET | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2019 | Zebra Technologies | ZBRA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2019 | Arista Networks | ANET | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2019 | SS&C Technologies Holdings, Inc. | SSNC | Equalweight (N/A) |
50.46 (75.79) |
50.2% | Details | ||
| 10/28/2019 | Q2 Holdings | QTWO | Overweight (N/A) |
68.80 (52.85) |
-23.18% | Details | ||
| 10/25/2019 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 9/25/2019 | BlackBerry Limited | BB | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/18/2019 | Corning | GLW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/16/2019 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/16/2019 | Zebra Technologies | ZBRA | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/29/2019 | Square | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/26/2019 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/21/2019 | On Deck Capital | ONDK | Upgrade | Equalweight (Underweight) |
3.23 (1.83) |
-43.34% | Details | |
| 8/15/2019 | Paychex | PAYX | Maintain | Underweight (N/A) |
|
Details | ||
| 8/15/2019 | Cisco | CSCO | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/15/2019 | Paychex | PAYX | Downgrade | Underweight (Equalweight) |
81.06 (100.85) |
24.41% | Details | |
| 8/8/2019 | F5 Networks | FFIV | Upgrade | Equalweight (Underweight) |
136.12 (286.22) |
110.27% | Details | |
| 8/1/2019 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2019 | Juniper Networks | JNPR | Maintain | Underweight (N/A) |
|
Details | ||
| 7/22/2019 | Arista Networks | ANET | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2019 | Lending Club | LC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/11/2019 | FleetCor Technologies | FLT | Downgrade | Equalweight (Overweight) |
294.46 (303.26) |
2.99% | Details | |
| 6/18/2019 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 6/17/2019 | Corning | GLW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2019 | Corning | GLW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2019 | Arista Networks | ANET | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/16/2019 | Cisco | CSCO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/16/2019 | Cisco | CSCO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/7/2019 | PayPal | PYPL | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/3/2019 | Arista Networks | ANET | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/2/2019 | Square | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/2/2019 | ADP | ADP | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2019 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2019 | Arista Networks | ANET | Downgrade | Equalweight (Overweight) |
323.38 (132.89) |
-58.91% | Details | |
| 4/23/2019 | Qualcomm | QCOM | Upgrade | Overweight (Equalweight) |
81.97 (135.69) |
65.54% | Details | |
| 4/17/2019 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/4/2019 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/28/2019 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/27/2019 | Qualcomm | QCOM | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/20/2019 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/20/2019 | Worldplay Inc. | WP | Downgrade | Equalweight (Overweight) |
108.51 (135.00) |
24.41% | Details | |
| 3/7/2019 | GreenSky LLC | GSKY | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/7/2019 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 3/7/2019 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2019 | Worldplay Inc. | WP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2019 | Zebra Technologies | ZBRA | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/15/2019 | Arista Networks | ANET | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2019 | Global Payments | GPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/14/2019 | Global Payments | GPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/12/2019 | Cisco | CSCO | Downgrade | Equalweight (Overweight) |
47.19 (78.64) |
66.65% | Details | |
| 2/8/2019 | Western Union Co. | WU | Maintain | Underweight (N/A) |
|
Details | ||
| 1/31/2019 | ADP | ADP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/28/2019 | Total System Services | TSS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/28/2019 | Global Payments | GPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/7/2019 | Arista Networks | ANET | Upgrade | Overweight (Equalweight) |
202.47 (323.38) |
59.72% | Details | |
| 1/4/2019 | Square | SQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/16/2018 | Qualcomm | QCOM | Upgrade | Equalweight (Underweight) |
55.39 (81.97) |
47.99% | Details | |
| 11/8/2018 | GreenSky LLC | GSKY | Downgrade | Equalweight (Overweight) |
9.28 (10.20) |
9.91% | Details | |
| 11/7/2018 | Zebra Technologies | ZBRA | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/7/2018 | On Deck Capital | ONDK | Maintain | Underweight (N/A) |
|
Details | ||
| 11/2/2018 | Western Union Co. | WU | Maintain | Underweight (N/A) |
|
Details | ||
| 11/2/2018 | Global Payments | GPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/2/2018 | ADP | ADP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/2/2018 | Arista Networks | ANET | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2018 | Paychex | PAYX | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/4/2018 | Cisco | CSCO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2018 | Arista Networks | ANET | Downgrade | Equalweight (Overweight) |
298.98 (202.47) |
-32.28% | Details |
