Ratings by Baird (Jon Vruwink)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/4/2026 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2026 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2026 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2026 | Roper Industries | ROP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2026 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2026 | Synopsys | SNPS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2026 | Roper Industries | ROP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2026 | Guidewire | GWRE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2026 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2026 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2026 | Q2 Holdings | QTWO | Upgrade | Outperform (Neutral) |
47.74 (45.01) |
-5.72% | Details | |
| 11/21/2025 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Q2 Holdings | QTWO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2025 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2025 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2025 | Synopsys | SNPS | Downgrade | Neutral (Outperform) |
609.08 (469.62) |
-22.9% | Details | |
| 9/5/2025 | Guidewire | GWRE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2025 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2025 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2025 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Q2 Holdings | QTWO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2025 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2025 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2025 | Guidewire | GWRE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2025 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2025 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2025 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2025 | Q2 Holdings | QTWO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2025 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2025 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2025 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2025 | Q2 Holdings | QTWO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2025 | Guidewire | GWRE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2025 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2025 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2025 | Guidewire | GWRE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2025 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2025 | Q2 Holdings | QTWO | Downgrade | Neutral (Outperform) |
98.54 (47.74) |
-51.55% | Details | |
| 12/6/2024 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2024 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | Veeva Systems | VEEV | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/3/2024 | Synopsys | SNPS | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/3/2024 | Guidewire | GWRE | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/19/2024 | Guidewire | GWRE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2024 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2024 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2024 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2024 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/11/2024 | Guidewire | GWRE | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/8/2024 | Guidewire | GWRE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/24/2024 | Q2 Holdings | QTWO | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/17/2024 | Guidewire | GWRE | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/6/2024 | Guidewire | GWRE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2024 | Guidewire | GWRE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2024 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2024 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2024 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2024 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2024 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2024 | Guidewire | GWRE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2024 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2024 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2024 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/18/2024 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2024 | Model N, Inc. | MODN | Downgrade | Neutral (Outperform) |
27.09 (30.00) |
10.74% | Details | |
| 3/18/2024 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2024 | Guidewire | GWRE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2024 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2024 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2024 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2024 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2024 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 12/8/2023 | Guidewire | GWRE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2023 | Guidewire | GWRE | Upgrade | Outperform (Neutral) |
91.63 (109.30) |
19.28% | Details | |
| 11/13/2023 | Model N, Inc. | MODN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2023 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2023 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2023 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2023 | Guidewire | GWRE | Maintain | Neutral (N/A) |
|
Details | ||
| 8/31/2023 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2023 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | Model N, Inc. | MODN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2023 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2023 | Q2 Holdings | QTWO | Upgrade | Outperform (Neutral) |
32.82 (45.01) |
37.14% | Details | |
| 7/24/2023 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2023 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2023 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2023 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2023 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | Model N, Inc. | MODN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2023 | Q2 Holdings | QTWO | Maintain | Neutral (N/A) |
|
Details | ||
| 3/7/2023 | Guidewire | GWRE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2023 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2023 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2023 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2023 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2023 | Q2 Holdings | QTWO | Downgrade | Neutral (Outperform) |
32.82 (45.01) |
37.14% | Details | |
| 12/14/2022 | Q2 Holdings | QTWO | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/14/2022 | Model N, Inc. | MODN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2022 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/7/2022 | Guidewire | GWRE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/13/2022 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/22/2020 | RealPage | RP | Downgrade | Neutral (Outperform) |
67.83 (88.72) |
30.8% | Details | |
| 11/11/2020 | Model N, Inc. | MODN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2020 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2020 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/22/2020 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2020 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2020 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2020 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2020 | RealPage | RP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2020 | Model N, Inc. | MODN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2020 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2020 | Synopsys | SNPS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2020 | RealPage | RP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2020 | Model N, Inc. | MODN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2020 | Q2 Holdings | QTWO | Upgrade | Outperform (Neutral) |
74.54 (45.01) |
-39.62% | Details | |
| 4/29/2020 | Guidewire | GWRE | Downgrade | Neutral (Outperform) |
90.04 (109.30) |
21.39% | Details | |
| 4/21/2020 | Cadence Designs | CDNS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2020 | Guidewire | GWRE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2020 | Veeva Systems | VEEV | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2020 | Q2 Holdings | QTWO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/19/2020 | Q2 Holdings | QTWO | New Coverage | Outperform (N/A) |
87.98 (45.01) |
-48.84% | Details | |
| 2/19/2020 | Veeva Systems | VEEV | New Coverage | Outperform (N/A) |
158.87 (164.55) |
3.58% | Details | |
| 2/19/2020 | RealPage | RP | New Coverage | Outperform (N/A) |
61.35 (88.72) |
44.61% | Details | |
| 2/19/2020 | Model N, Inc. | MODN | New Coverage | Outperform (N/A) |
34.64 (30.00) |
-13.39% | Details | |
| 2/19/2020 | Manhattan Associates, Inc. | MANH | New Coverage | Outperform (N/A) |
80.22 (81.17) |
1.18% | Details | |
| 2/19/2020 | Cadence Designs | CDNS | New Coverage | Outperform (N/A) |
78.76 (375.46) |
376.71% | Details | |
| 2/19/2020 | Synopsys | SNPS | New Coverage | Outperform (N/A) |
163.35 (609.08) |
272.87% | Details | |
| 2/18/2020 | Guidewire | GWRE | New Coverage | Outperform (N/A) |
122.42 (109.30) |
-10.72% | Details |
