Ratings by KeyBanc (Josh Beck)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 12/5/2024 | AvidXChange Holdings | AVDX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2024 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2024 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/2/2024 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | BigCommerce Holdings | BIGC | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/1/2024 | AvidXChange Holdings | AVDX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2024 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 3/27/2024 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2023 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2023 | EngageSmart inc. | ESMT | Downgrade | Sector Weight (Overweight) |
20.20 (23.05) |
14.11% | Details | |
| 10/18/2023 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2023 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2023 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2023 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2023 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2023 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2023 | AvidXChange Holdings | AVDX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2023 | AvidXChange Holdings | AVDX | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/11/2023 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2023 | Toast Inc. | TOST | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2023 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2023 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2023 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2023 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2023 | Visa | v | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2023 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2023 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/29/2023 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/29/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/29/2023 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2023 | nCino Inc. | NCNO | Downgrade | Sector Weight (Overweight) |
23.50 (16.82) |
-28.43% | Details | |
| 3/23/2023 | Alkami Technology Inc | ALKT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2023 | Marqeta Inc. | MQ | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2023 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2023 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2023 | Toast Inc. | TOST | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2023 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/20/2023 | Squarespace | SQSP | Downgrade | Sector Weight (Overweight) |
22.36 (46.57) |
108.27% | Details | |
| 1/20/2023 | Riskified Ltd. | RSKD | Downgrade | Sector Weight (Overweight) |
5.26 (4.48) |
-14.83% | Details | |
| 1/20/2023 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/20/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 1/20/2023 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/20/2023 | BigCommerce Holdings | BIGC | Downgrade | Sector Weight (Overweight) |
11.00 (4.78) |
-56.55% | Details | |
| 1/20/2023 | Alkami Technology Inc | ALKT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2023 | AvidXChange Holdings | AVDX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | Visa | V | Upgrade | Overweight (Sector Weight) |
211.11 (317.36) |
50.33% | Details | |
| 1/9/2023 | PayPal | PYPL | Downgrade | Sector Weight (Overweight) |
76.27 (46.97) |
-38.42% | Details | |
| 1/9/2023 | Marqeta Inc. | MQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | MasterCard | MA | Upgrade | Overweight (Sector Weight) |
351.20 (522.34) |
48.73% | Details | |
| 1/9/2023 | i3 Verticals | IIIV | Upgrade | Overweight (Sector Weight) |
24.79 (23.51) |
-5.16% | Details | |
| 1/9/2023 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2023 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2022 | Coupa Software | COUP | Downgrade | Sector Weight (Overweight) |
78.65 (80.97) |
2.95% | Details | |
| 12/1/2022 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/30/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/28/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2022 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2022 | Toast Inc. | TOST | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2022 | Marqeta Inc. | MQ | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2022 | Squarespace | SQSP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2022 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2022 | BTRS Holdings Inc. | BTRS | Downgrade | Sector Weight (Overweight) |
9.30 (9.49) |
2.04% | Details | |
| 9/23/2022 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2022 | Coupa Software | COUP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2022 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/17/2022 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2022 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2022 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2022 | Toast Inc. | TOST | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2022 | Marqeta Inc. | MQ | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2022 | BTRS Holdings Inc. | BTRS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2022 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2022 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2022 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2022 | Marqeta Inc. | MQ | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2022 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2022 | Squarespace | SQSP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2022 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2022 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/7/2022 | VTEX | VTEX | Downgrade | Sector Weight (Overweight) |
3.09 (3.92) |
26.86% | Details | |
| 7/7/2022 | Blend Labs | BLND | Downgrade | Sector Weight (Overweight) |
2.70 (1.65) |
-38.89% | Details | |
| 6/23/2022 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 6/23/2022 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2022 | Coupa Software | COUP | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2022 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2022 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2022 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 5/17/2022 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2022 | Toast Inc. | TOST | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2022 | Marqeta Inc. | MQ | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2022 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2022 | AvidXChange Holdings | AVDX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2022 | BigCommerce Holdings | BIGC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2022 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2022 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/4/2022 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 4/1/2022 | Blend Labs | BLND | Maintain | Overweight (N/A) |
|
Details | ||
| 3/28/2022 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/15/2022 | Coupa Software | COUP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2022 | Marqeta Inc. | MQ | Maintain | Overweight (N/A) |
|
Details | ||
| 3/8/2022 | Squarespace | SQSP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2022 | Coupa Software | COUP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2022 | BigCommerce Holdings | BIGC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2022 | Toast Inc. | TOST | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2022 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2022 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2022 | EngageSmart inc. | ESMT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2022 | Toast Inc. | TOST | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2022 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2022 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2022 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | Toast Inc. | TOST | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | Squarespace | SQSP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | Anaplan Inc. | PLAN | Downgrade | Sector Weight (Overweight) |
44.48 (63.73) |
43.28% | Details | |
| 1/25/2022 | Paylocity Holding | PCTY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | EngageSmart inc. | ESMT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | Coupa Software | COUP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | BTRS Holdings Inc. | BTRS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | Blend Labs | BLND | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | BlackLine | BL | Downgrade | Sector Weight (Overweight) |
85.31 (37.37) |
-56.2% | Details | |
| 1/25/2022 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | BigCommerce Holdings | BIGC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | AvidXChange Holdings | AVDX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2022 | Alkami Technology Inc | ALKT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2022 | Block Inc. | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2022 | Riskified Ltd. | RSKD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2022 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2022 | Marqeta Inc. | MQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2022 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2022 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2022 | PagSeguro | PAGS | Downgrade | Sector Weight (Overweight) |
24.65 (9.85) |
-60.04% | Details | |
| 1/14/2022 | i3 Verticals | IIIV | Downgrade | Sector Weight (Overweight) |
23.73 (23.51) |
-0.93% | Details | |
| 1/14/2022 | Fiserv | FISV | Downgrade | Sector Weight (Overweight) |
108.50 (63.10) |
-41.84% | Details | |
| 12/7/2021 | Coupa Software | COUP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2021 | nCino Inc. | NCNO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/24/2021 | Anaplan Inc. | PLAN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2021 | PagSeguro | PAGS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2021 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2021 | AvidXChange Holdings | AVDX | New Coverage | Overweight (N/A) |
24.93 (9.15) |
-63.3% | Details | |
| 11/5/2021 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2021 | Riskified Ltd. | RSKD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2021 | Marqeta Inc. | MQ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2021 | Robinhood Markets | HOOD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2021 | Squarespace | SQSP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2021 | EngageSmart inc. | ESMT | New Coverage | Overweight (N/A) |
32.07 (23.05) |
-28.13% | Details | |
| 10/18/2021 | Toast Inc. | TOST | New Coverage | Overweight (N/A) |
56.36 (30.29) |
-46.26% | Details | |
| 8/27/2021 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2021 | Intuit | INTU | Maintain | (N/A) |
|
Details | ||
| 8/23/2021 | Robinhood Markets | HOOD | New Coverage | Overweight (N/A) |
44.69 (77.09) |
72.5% | Details | |
| 8/23/2021 | Riskified Ltd. | RSKD | New Coverage | Overweight (N/A) |
27.12 (4.48) |
-83.48% | Details | |
| 8/17/2021 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2021 | Wix.com | WIX | Downgrade | Sector Weight (Overweight) |
259.50 (93.89) |
-63.82% | Details | |
| 8/10/2021 | Squarespace | SQSP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2021 | Blend Labs | BLND | New Coverage | Overweight (N/A) |
18.45 (1.65) |
-91.06% | Details | |
| 7/28/2021 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2021 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2021 | Global-E Online Ltd | GLBE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2021 | Coupa Software | COUP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2021 | Anaplan Inc. | PLAN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/6/2021 | Marqeta Inc. | MQ | New Coverage | Overweight (N/A) |
28.10 (4.02) |
-85.69% | Details | |
| 6/14/2021 | Squarespace | SQSP | New Coverage | Overweight (N/A) |
58.13 (46.57) |
-19.89% | Details | |
| 6/8/2021 | Coupa Software | COUP | 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 | |
| 5/26/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2021 | Wix.com | WIX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2021 | Alkami Technology Inc | ALKT | New Coverage | Overweight (N/A) |
41.93 (17.06) |
-59.31% | Details | |
| 5/7/2021 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2021 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2021 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2021 | Wix.com | WIX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2021 | BigCommerce Holdings | BIGC | Upgrade | Overweight (Sector Weight) |
68.25 (4.78) |
-93% | Details | |
| 2/17/2021 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2021 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2021 | BlackLine | BL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2021 | Paycom Software | PAYC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2021 | Fiserv | FISV | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2021 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2021 | Anaplan Inc. | PLAN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2021 | BlackLine | BL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2021 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2021 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2021 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2021 | MasterCard | MA | Downgrade | Sector Weight (Overweight) |
329.19 (522.34) |
58.67% | Details | |
| 1/27/2021 | Visa | V | Downgrade | Sector Weight (Overweight) |
200.98 (317.36) |
57.91% | Details | |
| 1/11/2021 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2021 | Coupa Software | COUP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2020 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2020 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2020 | PagSeguro | PAGS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2020 | Coupa Software | COUP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/16/2020 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2020 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2020 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2020 | BlackLine | BL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2020 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2020 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | Paylocity Holding | PCTY | New Coverage | Overweight (N/A) |
186.63 (120.10) |
-35.65% | Details | |
| 10/23/2020 | Paycom Software | PAYC | New Coverage | Overweight (N/A) |
376.07 (138.01) |
-63.3% | Details | |
| 10/8/2020 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2020 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/31/2020 | PagSeguro | PAGS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/31/2020 | BigCommerce Holdings | BIGC | New Coverage | Sector Weight (N/A) |
141.00 (4.78) |
-96.61% | Details | |
| 8/28/2020 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2020 | Anaplan Inc. | PLAN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2020 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2020 | nCino Inc. | NCNO | New Coverage | Overweight (N/A) |
75.33 (16.82) |
-77.67% | Details | |
| 8/6/2020 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2020 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2020 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2020 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2020 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2020 | Wix.com | WIX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2020 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2020 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2020 | Coupa Software | COUP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2020 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2020 | Anaplan Inc. | PLAN | New Coverage | Overweight (N/A) |
45.31 (63.73) |
40.65% | Details | |
| 7/1/2020 | BlackLine | BL | New Coverage | Overweight (N/A) |
82.91 (37.37) |
-54.93% | Details | |
| 7/1/2020 | Coupa Software | COUP | New Coverage | Overweight (N/A) |
277.04 (80.97) |
-70.77% | Details | |
| 6/29/2020 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 6/24/2020 | Wix.com | WIX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/24/2020 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 6/24/2020 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2020 | Wix.com | WIX | Upgrade | Overweight (N/A) |
213.29 (259.50) |
21.67% | Details | |
| 5/29/2020 | PagSeguro | PAGS | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/27/2020 | PagSeguro | PAGS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2020 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2020 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2020 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2020 | Fiserv | FISV | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2020 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2020 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2020 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2020 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2020 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2020 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2020 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2020 | Fiserv | FISV | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2020 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2020 | PagSeguro | PAGS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2020 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2020 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2020 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2020 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2020 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2020 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2020 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2020 | Bill.com Holdings Inc. | BILL | New Coverage | Overweight (N/A) |
38.01 (45.06) |
18.55% | Details | |
| 1/2/2020 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2020 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2020 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2020 | Fiserv | FISV | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2019 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2019 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 9/20/2019 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2019 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2019 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2019 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2019 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2019 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2019 | Coupa Software | COUP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2019 | Shopify | SHOP | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/29/2019 | Total System Services | TSS | Downgrade | Sector Weight (Overweight) |
113.45 (133.27) |
17.47% | Details | |
| 5/24/2019 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2019 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2019 | Wix.com | WIX | New Coverage | Sector Weight (N/A) |
129.95 (93.89) |
-27.75% | Details | |
| 4/29/2019 | Shopify | SHOP | New Coverage | Overweight (N/A) |
218.97 (130.20) |
-40.54% | Details | |
| 4/26/2019 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2019 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2019 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 4/2/2019 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/19/2019 | Worldplay Inc. | WP | Downgrade | Sector Weight (Overweight) |
98.68 (135.00) |
36.81% | Details | |
| 3/7/2019 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2019 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2019 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2019 | First Data Corporation | FDC | Downgrade | Sector Weight (Overweight) |
23.72 (31.69) |
33.6% | Details | |
| 1/4/2019 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2019 | Worldplay Inc. | WP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2019 | Total System Services | TSS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2019 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2019 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2019 | First Data Corporation | FDC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2018 | Intuit | INTU | New Coverage | Overweight (N/A) |
200.93 (481.17) |
139.47% | Details | |
| 11/15/2018 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2018 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2018 | First Data Corporation | FDC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2018 | Total System Services | TSS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/15/2018 | i3 Verticals | IIIV | Maintain | Overweight (N/A) |
|
Details | ||
| 10/2/2018 | Square | SQ | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/11/2018 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2018 | Worldplay Inc. | WP | Maintain | Overweight (N/A) |
|
Details |
