Ratings by Goldman Sachs (Kash Rangan)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/13/2026 | Rubrik Inc | RBRK | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2026 | Rubrik Inc | RBRK | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2025 | Rubrik Inc | RBRK | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2025 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 12/5/2025 | Samsara Inc | IOT | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2025 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2025 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2025 | GitLab Inc | GTLB | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 11/24/2025 | Navan Inc | NAVN | New Coverage | Buy (N/A) |
14.23 (26.13) |
83.63% | Details | |
| 11/21/2025 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2025 | CoreWeave | CRWV | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2025 | Definitive Healthcare Corp | DH | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2025 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2025 | Figma Inc | FIG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2025 | ZoomInfo Technologies | GTM | Maintain | Sell (N/A) |
|
Details | ||
| 10/31/2025 | Twilio | TWLO | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | Atlassian Corporation | TEAM | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2025 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2025 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2025 | Procore Technologies, Inc | PCOR | Maintain | Buy (N/A) |
|
Details | ||
| 10/16/2025 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2025 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 9/23/2025 | Procore Technologies, Inc | PCOR | Maintain | Buy (N/A) |
|
Details | ||
| 9/19/2025 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 9/19/2025 | ServiceTitan | TTAN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/18/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 9/12/2025 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 9/12/2025 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2025 | Rubrik Inc | RBRK | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2025 | Samsara Inc | IOT | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2025 | PagerDuty | PD | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2025 | GitLab Inc | GTLB | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2025 | Figma Inc | FIG | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2025 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2025 | Autodesk | ADSK | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2025 | Figma Inc | FIG | New Coverage | Neutral (N/A) |
72.76 (23.65) |
-67.5% | Details | |
| 8/22/2025 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2025 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2025 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/13/2025 | CoreWeave | CRWV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2025 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2025 | Definitive Healthcare Corp | DH | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2025 | Twilio | TWLO | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2025 | Dropbox | DBX | Maintain | Sell (N/A) |
|
Details | ||
| 8/8/2025 | Atlassian Corporation | TEAM | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2025 | ZoomInfo Technologies | GTM | Maintain | Sell (N/A) |
|
Details | ||
| 7/17/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2025 | Samsara Inc | IOT | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2025 | GitLab Inc | GTLB | Maintain | Neutral (N/A) |
|
Details | ||
| 6/24/2025 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2025 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2025 | GitLab Inc | GTLB | Downgrade | Neutral (Buy) |
48.51 (33.47) |
-31% | Details | |
| 6/11/2025 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 6/6/2025 | Rubrik Inc | RBRK | Maintain | Buy (N/A) |
|
Details | ||
| 6/6/2025 | ServiceTitan | TTAN | Maintain | Neutral (N/A) |
|
Details | ||
| 6/6/2025 | Samsara Inc | IOT | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2025 | Couchbase Inc | BASE | Maintain | Sell (N/A) |
|
Details | ||
| 5/30/2025 | PagerDuty | PD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/29/2025 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2025 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2025 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2025 | Autodesk | ADSK | Maintain | Neutral (N/A) |
|
Details | ||
| 5/23/2025 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2025 | Snowflake Inc. | SNOW | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 5/22/2025 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/20/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2025 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2025 | CoreWeave | CRWV | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2025 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2025 | Twilio | TWLO | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2025 | ZoomInfo Technologies | ZI | Maintain | Sell (N/A) |
|
Details | ||
| 5/12/2025 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2025 | Informatica | INFA | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2025 | Weave Communications Inc | WEAV | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2025 | Twilio | TWLO | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2025 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2025 | CoreWeave | CRWV | New Coverage | Neutral (N/A) |
39.09 (83.31) |
113.12% | Details | |
| 4/10/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2025 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 3/7/2025 | Samsara Inc | IOT | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2025 | Definitive Healthcare Corp | DH | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2025 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2025 | Bentley Systems Inc. | BSY | Maintain | Sell (N/A) |
|
Details | ||
| 2/28/2025 | Bentley Systems Inc. | BSY | Downgrade | Sell (Neutral) |
44.62 (31.75) |
-28.84% | Details | |
| 2/27/2025 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2025 | Couchbase Inc | BASE | Maintain | Sell (N/A) |
|
Details | ||
| 2/26/2025 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2025 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/20/2025 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2025 | Informatica | INFA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2025 | Informatica | INFA | Downgrade | Neutral (Buy) |
25.17 (24.79) |
-1.51% | Details | |
| 2/13/2025 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2025 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2025 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2025 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2025 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2025 | Atlassian Corporation | TEAM | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2025 | Twilio | TWLO | Upgrade | Buy (Neutral) |
113.40 (183.64) |
61.94% | Details | |
| 1/14/2025 | ServiceTitan | TTAN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2025 | ServiceTitan | TTAN | New Coverage | Neutral (N/A) |
101.50 (106.34) |
4.77% | Details | |
| 12/18/2024 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2024 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2024 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2024 | Rubrik Inc | RBRK | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2024 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | Couchbase Inc | BASE | Maintain | Sell (N/A) |
|
Details | ||
| 11/27/2024 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 11/26/2024 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/25/2024 | Procore Technologies, Inc | PCOR | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2024 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/22/2024 | Procore Technologies, Inc | PCOR | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2024 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/21/2024 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 11/21/2024 | Snowflake Inc. | SNOW | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 11/19/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2024 | Snowflake Inc. | SNOW | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 11/8/2024 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Bentley Systems Inc. | BSY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2024 | Atlassian Corporation | TEAM | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2024 | Weave Communications Inc | WEAV | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2024 | Twilio | TWLO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2024 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2024 | Atlassian Corporation | TEAM | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2024 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 9/25/2024 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 9/20/2024 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 9/19/2024 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2024 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2024 | Rubrik Inc | RBRK | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2024 | Oracle | ORCL | Maintain | Neutral (N/A) |
|
Details | ||
| 9/6/2024 | Samsara Inc | IOT | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2024 | Couchbase Inc | BASE | Maintain | Sell (N/A) |
|
Details | ||
| 9/4/2024 | PagerDuty | PD | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2024 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2024 | Autodesk | ADSK | Upgrade | Neutral (Sell) |
258.23 (212.22) |
-17.82% | Details | |
| 8/29/2024 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2024 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/22/2024 | Snowflake Inc. | SNOW | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 8/19/2024 | Procore Technologies, Inc | PCOR | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2024 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2024 | Unity Software | U | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2024 | Unity Software | U | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2024 | ZoomInfo Technologies | ZI | Maintain | Sell (N/A) |
|
Details | ||
| 8/6/2024 | Bentley Systems Inc. | BSY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2024 | Definitive Healthcare Corp | DH | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2024 | Atlassian Corporation | TEAM | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2024 | Altair Engineering | ALTR | Maintain | Sell (N/A) |
|
Details | ||
| 8/2/2024 | Twilio | TWLO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2024 | Altair Engineering | ALTR | Downgrade | Sell (Neutral) |
85.32 (111.85) |
31.09% | Details | |
| 8/2/2024 | Atlassian Corporation | TEAM | Upgrade | Buy (Neutral) |
173.24 (96.16) |
-44.49% | Details | |
| 8/2/2024 | Procore Technologies, Inc | PCOR | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2024 | Informatica | INFA | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2024 | PagerDuty | PD | New Coverage | Neutral (N/A) |
21.77 (10.84) |
-50.21% | Details | |
| 6/21/2024 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 6/14/2024 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2024 | Autodesk | ADSK | Maintain | Sell (N/A) |
|
Details | ||
| 6/10/2024 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 6/6/2024 | Couchbase Inc | BASE | Downgrade | Sell (Neutral) |
21.53 (24.51) |
13.84% | Details | |
| 6/5/2024 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2024 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2024 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 5/24/2024 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 5/24/2024 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2024 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2024 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/20/2024 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2024 | Rubrik Inc | RBRK | New Coverage | Buy (N/A) |
34.86 (83.84) |
140.5% | Details | |
| 5/16/2024 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2024 | Unity Software | U | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2024 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2024 | ZoomInfo Technologies | ZI | Downgrade | Sell (Neutral) |
16.02 (10.31) |
-35.64% | Details | |
| 5/3/2024 | Altair Engineering | ALTR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2024 | Oracle | ORCL | Maintain | Neutral (N/A) |
|
Details | ||
| 3/11/2024 | Samsara Inc | IOT | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2024 | Samsara Inc | IOT | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2024 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 3/7/2024 | Couchbase Inc | BASE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/5/2024 | Twilio | TWLO | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2024 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2024 | Autodesk | ADSK | Maintain | Sell (N/A) |
|
Details | ||
| 3/1/2024 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/1/2024 | Autodesk | ADSK | Maintain | Sell (N/A) |
|
Details | ||
| 2/27/2024 | Bentley Systems Inc. | BSY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2024 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2024 | Workday | WDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2024 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2024 | RingCentral | RNG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2024 | Dropbox | DBX | Downgrade | Sell (Neutral) |
32.54 (29.58) |
-9.1% | Details | |
| 2/16/2024 | Procore Technologies, Inc | PCOR | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2024 | Informatica | INFA | Upgrade | Buy (Neutral) |
30.13 (25.17) |
-16.46% | Details | |
| 2/14/2024 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2024 | ZoomInfo Technologies | ZI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2024 | SolarWinds | SWI | Maintain | Sell (N/A) |
|
Details | ||
| 2/8/2024 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2024 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2024 | Samsara Inc | IOT | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | Unity Software | U | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2024 | Twilio | TWLO | Maintain | Neutral (N/A) |
|
Details | ||
| 12/11/2023 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2023 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/7/2023 | Informatica | INFA | Maintain | Neutral (N/A) |
|
Details | ||
| 12/6/2023 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2023 | Samsara Inc | IOT | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2023 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 12/1/2023 | Samsara Inc | IOT | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2023 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2023 | Unity Software | U | Maintain | Neutral (N/A) |
|
Details | ||
| 11/10/2023 | Everbridge | EVBG | Maintain | Sell (N/A) |
|
Details | ||
| 11/3/2023 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2023 | Procore Technologies, Inc | PCOR | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2023 | ZoomInfo Technologies | ZI | Downgrade | Neutral (Buy) |
15.51 (16.02) |
3.29% | Details | |
| 10/27/2023 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2023 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 9/15/2023 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2023 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 9/1/2023 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/31/2023 | salesforce.com | CRM | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 8/25/2023 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2023 | Definitive Healthcare Corp | DH | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2023 | TechTarget, Inc. | TTGT | Maintain | Sell (N/A) |
|
Details | ||
| 8/9/2023 | Twilio | TWLO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2023 | Dropbox | DBX | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2023 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2023 | Weave Communications Inc | WEAV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2023 | Dropbox | DBX | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2023 | Unity Software | U | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2023 | Procore Technologies, Inc | PCOR | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2023 | Informatica | INFA | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2023 | ZoomInfo Technologies | ZI | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2023 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 6/23/2023 | Samsara Inc | IOT | Maintain | Buy (N/A) |
|
Details | ||
| 6/23/2023 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 6/20/2023 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2023 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2023 | Oracle | ORCL | Upgrade | Neutral (Sell) |
116.43 (131.54) |
12.98% | Details | |
| 6/8/2023 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2023 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 6/5/2023 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2023 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2023 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 5/24/2023 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2023 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2023 | TechTarget, Inc. | TTGT | Downgrade | Sell (Neutral) |
32.78 (3.79) |
-88.44% | Details | |
| 5/11/2023 | Twilio | TWLO | Downgrade | Neutral (Buy) |
56.00 (113.40) |
102.5% | Details | |
| 5/11/2023 | RingCentral | RNG | Downgrade | Neutral (Buy) |
26.50 (42.05) |
58.68% | Details | |
| 5/11/2023 | Bentley Systems Inc. | BSY | Downgrade | Neutral (Buy) |
46.31 (44.62) |
-3.65% | Details | |
| 5/8/2023 | Dropbox | DBX | Upgrade | Neutral (Sell) |
19.62 (32.54) |
65.85% | Details | |
| 5/5/2023 | Atlassian Corporation | TEAM | Downgrade | Neutral (Buy) |
150.05 (173.24) |
15.45% | Details | |
| 5/5/2023 | Altair Engineering | ALTR | Upgrade | Neutral (Sell) |
67.12 (85.32) |
27.12% | Details | |
| 5/4/2023 | Procore Technologies, Inc | PCOR | Upgrade | Buy (Neutral) |
53.18 (44.03) |
-17.21% | Details | |
| 5/4/2023 | Informatica | INFA | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2023 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2023 | Microsoft | MSFT | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 4/18/2023 | Microsoft | MSFT | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 4/17/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2023 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 3/22/2023 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2023 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 3/14/2023 | GitLab Inc | GTLB | Maintain | Buy (N/A) |
|
Details | ||
| 3/9/2023 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2023 | Samsara Inc | IOT | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2023 | Samsara Inc | IOT | Upgrade | Buy (Neutral) |
16.88 (27.23) |
61.32% | Details | |
| 3/2/2023 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2023 | salesforce.com | CRM | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 2/28/2023 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2023 | Altair Engineering | ALTR | Maintain | Sell (N/A) |
|
Details | ||
| 2/22/2023 | salesforce.com | CRM | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 2/22/2023 | Everbridge | EVBG | Maintain | Sell (N/A) |
|
Details | ||
| 2/21/2023 | Procore Technologies, Inc | PCOR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2023 | RingCentral | RNG | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Procore Technologies, Inc | PCOR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2023 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2023 | Twilio | TWLO | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2023 | Unity Software | U | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2023 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2023 | TechTarget, Inc. | TTGT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2023 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2023 | ZoomInfo Technologies | ZI | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2023 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2023 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2023 | Datadog | DDOG | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 1/24/2023 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2023 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 1/24/2023 | Datadog | DDOG | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 12/20/2022 | TechTarget, Inc. | TTGT | New Coverage | Neutral (N/A) |
42.45 (3.79) |
-91.07% | Details | |
| 11/22/2022 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/22/2022 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | Unity Software | U | New Coverage | Neutral (N/A) |
32.52 (37.14) |
14.21% | Details | |
| 11/10/2022 | Bentley Systems Inc. | BSY | Upgrade | Buy (Neutral) |
35.10 (31.75) |
-9.54% | Details | |
| 11/7/2022 | Twilio | TWLO | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2022 | Dropbox | DBX | Maintain | Sell (N/A) |
|
Details | ||
| 11/7/2022 | Definitive Healthcare Corp | DH | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2022 | Atlassian Corporation | TEAM | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Definitive Healthcare Corp | DH | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2022 | SolarWinds | SWI | Maintain | Sell (N/A) |
|
Details | ||
| 11/4/2022 | Datadog | DDOG | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 11/4/2022 | Atlassian Corporation | TEAM | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2022 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2022 | Procore Technologies, Inc | PCOR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2022 | ZoomInfo Technologies | ZI | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2022 | Microsoft | MSFT | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 10/19/2022 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2022 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2022 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2022 | Twilio | TWLO | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2022 | Microsoft | MSFT | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 9/1/2022 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2022 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2022 | Zoom Video | ZM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2022 | Twilio | TWLO | Maintain | Buy (Buy) |
|
Details | ||
| 8/1/2022 | Datadog | DDOG | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 6/27/2022 | Samsara Inc | IOT | Downgrade | Neutral (Buy) |
12.51 (16.88) |
34.93% | Details | |
| 6/27/2022 | Oracle | ORCL | New Coverage | Sell (N/A) |
70.70 (131.54) |
86.05% | Details | |
| 6/27/2022 | Informatica | INFA | Downgrade | Neutral (Buy) |
21.91 (30.13) |
37.52% | Details | |
| 6/27/2022 | Altair Engineering | ALTR | Downgrade | Sell (Neutral) |
55.73 (111.85) |
100.7% | Details | |
| 6/27/2022 | Atlassian Corporation | TEAM | Upgrade | Buy (Neutral) |
205.32 (150.05) |
-26.92% | Details | |
| 6/27/2022 | GitLab Inc | GTLB | Upgrade | Buy (Neutral) |
54.36 (33.47) |
-38.43% | Details | |
| 6/17/2022 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2022 | Couchbase Inc | BASE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2022 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2022 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2022 | Unity Software | U | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2022 | Bentley Systems Inc. | BSY | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2022 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 3/23/2022 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2022 | GitLab Inc | GTLB | Maintain | Neutral (N/A) |
|
Details | ||
| 3/11/2022 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 3/10/2022 | Couchbase Inc | BASE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/9/2022 | Weave Communications Inc | WEAV | Downgrade | Neutral (Buy) |
6.01 (7.28) |
21.13% | Details | |
| 3/9/2022 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2022 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2022 | Samsara Inc | IOT | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2022 | Bentley Systems Inc. | BSY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2022 | Informatica | INFA | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2022 | Autodesk | ADSK | Maintain | Sell (N/A) |
|
Details | ||
| 2/25/2022 | Definitive Healthcare Corp | DH | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2022 | Altair Engineering | ALTR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2022 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2022 | Intuit | INTU | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2022 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2022 | Procore Technologies, Inc | PCOR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2022 | RingCentral | RNG | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2022 | Datadog | DDOG | Upgrade | Conviction Buy (Buy) |
159.02 (260.24) |
63.65% | Details | |
| 2/22/2022 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2022 | Dropbox | DBX | Maintain | Sell (N/A) |
|
Details | ||
| 2/18/2022 | salesforce.com | CRM | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 2/17/2022 | Informatica | INFA | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2022 | ZoomInfo Technologies | ZI | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2022 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2022 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2022 | Twilio | TWLO | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2022 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2022 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2022 | HashiCorp Inc | HCP | New Coverage | Neutral (N/A) |
90.54 (34.78) |
-61.59% | Details | |
| 12/16/2021 | Everbridge | EVBG | New Coverage | Sell (N/A) |
66.38 (35.00) |
-47.27% | Details | |
| 12/16/2021 | Citrix Systems | CTXS | New Coverage | Sell (N/A) |
83.14 (103.90) |
24.97% | Details | |
| 12/16/2021 | LiveVox Holdings | LVOX | New Coverage | Neutral (N/A) |
4.65 (3.73) |
-19.78% | Details | |
| 12/16/2021 | Atlassian Corporation | TEAM | New Coverage | Neutral (N/A) |
351.74 (205.32) |
-41.63% | Details | |
| 12/16/2021 | Zoom Video | ZM | New Coverage | Neutral (N/A) |
181.94 (91.88) |
-49.5% | Details | |
| 12/16/2021 | Twilio | TWLO | New Coverage | Buy (Buy) |
255.83 (218.24) |
-14.69% | Details | |
| 12/16/2021 | RingCentral | RNG | New Coverage | Buy (N/A) |
185.58 (42.05) |
-77.34% | Details | |
| 12/8/2021 | Couchbase Inc | BASE | Maintain | Neutral (N/A) |
|
Details | ||
| 12/7/2021 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2021 | Weave Communications Inc | WEAV | New Coverage | Buy (N/A) |
16.68 (7.28) |
-56.35% | Details | |
| 12/2/2021 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2021 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2021 | salesforce.com | CRM | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 11/24/2021 | Anaplan Inc. | PLAN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/24/2021 | Autodesk | ADSK | Maintain | Sell (N/A) |
|
Details | ||
| 11/24/2021 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/22/2021 | Informatica | INFA | New Coverage | Buy (N/A) |
33.50 (21.91) |
-34.6% | Details | |
| 11/19/2021 | Intuit | INTU | Upgrade | Buy (Neutral) |
628.94 (289.76) |
-53.93% | Details | |
| 11/19/2021 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2021 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2021 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2021 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2021 | Unity Software | U | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2021 | Definitive Healthcare Corp | DH | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2021 | GitLab Inc | GTLB | New Coverage | Neutral (N/A) |
119.03 (54.36) |
-54.33% | Details | |
| 11/5/2021 | Dropbox | DBX | Maintain | Sell (N/A) |
|
Details | ||
| 11/5/2021 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2021 | Procore Technologies, Inc | PCOR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2021 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2021 | Altair Engineering | ALTR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2021 | ZoomInfo Technologies | ZI | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2021 | SolarWinds | SWI | Maintain | Sell (N/A) |
|
Details | ||
| 10/28/2021 | ServiceNow | NOW | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 10/27/2021 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2021 | Microsoft | MSFT | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 10/19/2021 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2021 | Definitive Healthcare Corp | DH | New Coverage | Neutral (N/A) |
43.31 (0.80) |
-98.15% | Details | |
| 9/22/2021 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 9/7/2021 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 9/7/2021 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 9/7/2021 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2021 | Anaplan Inc. | PLAN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/27/2021 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/26/2021 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2021 | monday.com Ltd. | MNDY | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2021 | Couchbase Inc | BASE | New Coverage | Neutral (N/A) |
31.30 (21.53) |
-31.21% | Details | |
| 8/11/2021 | Unity Software | U | New Coverage | Buy (N/A) |
107.15 (30.68) |
-71.37% | Details | |
| 8/10/2021 | Bentley Systems Inc. | BSY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2021 | Procore Technologies, Inc | PCOR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2021 | Dropbox | DBX | Maintain | Sell (N/A) |
|
Details | ||
| 8/6/2021 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2021 | Datadog | DDOG | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2021 | Datadog | DDOG | New Coverage | Buy (N/A) |
111.23 (260.24) |
133.97% | Details | |
| 7/19/2021 | Confluent Inc | CFLT | New Coverage | Neutral (N/A) |
40.48 (30.99) |
-23.44% | Details | |
| 7/14/2021 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2021 | monday.com Ltd. | MNDY | New Coverage | Buy (N/A) |
229.95 (86.84) |
-62.24% | Details | |
| 6/18/2021 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 6/14/2021 | Procore Technologies, Inc | PCOR | New Coverage | Neutral (N/A) |
86.59 (44.03) |
-49.15% | Details | |
| 6/10/2021 | ServiceNow | NOW | Upgrade | Conviction Buy (Buy) |
464.71 (111.26) |
-76.06% | Details | |
| 5/27/2021 | Anaplan Inc. | PLAN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/27/2021 | Snowflake Inc. | SNOW | Maintain | Buy (Buy) |
|
Details | ||
| 5/14/2021 | Dropbox | DBX | New Coverage | Sell (N/A) |
24.81 (29.58) |
19.23% | Details | |
| 5/14/2021 | SolarWinds | SWI | New Coverage | Sell (N/A) |
16.11 (18.49) |
14.77% | Details | |
| 5/14/2021 | Anaplan Inc. | PLAN | New Coverage | Neutral (N/A) |
53.64 (63.73) |
18.81% | Details | |
| 5/14/2021 | MongoDB | MDB | New Coverage | Neutral (N/A) |
251.85 (337.97) |
34.19% | Details | |
| 5/14/2021 | Snowflake Inc. | SNOW | Upgrade | Buy (Neutral) |
191.38 (268.65) |
40.38% | Details | |
| 4/15/2021 | VMware | VMW | Maintain | Neutral (N/A) |
|
Details | ||
| 3/22/2021 | Dynatrace Inc. | DT | New Coverage | Buy (N/A) |
50.09 (35.60) |
-28.93% | Details | |
| 3/22/2021 | ZoomInfo Technologies | ZI | New Coverage | Buy (N/A) |
47.20 (10.31) |
-78.16% | Details | |
| 3/8/2021 | Microsoft | MSFT | Upgrade | Conviction Buy (Buy) |
231.60 (478.11) |
106.44% | Details | |
| 3/8/2021 | salesforce.com | CRM | Upgrade | Conviction Buy (Buy) |
210.76 (171.22) |
-18.76% | Details | |
| 3/4/2021 | Splunk | SPLK | Maintain | Buy (Buy) |
|
Details | ||
| 3/4/2021 | Snowflake Inc. | SNOW | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/25/2021 | Elastic NV. | ESTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2021 | Oracle | ORCL | New Coverage | Sell (N/A) |
61.56 (70.70) |
14.85% | Details | |
| 1/22/2021 | Autodesk | ADSK | New Coverage | Sell (N/A) |
308.58 (258.23) |
-16.32% | Details | |
| 1/22/2021 | VMware | VMW | New Coverage | Neutral (N/A) |
132.67 (142.48) |
7.39% | Details | |
| 1/22/2021 | Elastic NV. | ESTC | New Coverage | Neutral (N/A) |
168.58 (47.56) |
-71.79% | Details | |
| 1/22/2021 | Snowflake Inc. | SNOW | New Coverage | Neutral (N/A) |
281.88 (268.65) |
-4.69% | Details | |
| 1/22/2021 | Intuit | INTU | New Coverage | Neutral (N/A) |
389.46 (628.94) |
61.49% | Details | |
| 1/22/2021 | Splunk | SPLK | New Coverage | Buy (N/A) |
172.66 (156.90) |
-9.13% | Details | |
| 1/22/2021 | ServiceNow | NOW | New Coverage | Buy (N/A) |
542.19 (111.26) |
-79.48% | Details | |
| 1/22/2021 | Adobe | ADBE | New Coverage | Buy (N/A) |
469.73 (230.61) |
-50.91% | Details | |
| 1/22/2021 | Workday | WDAY | New Coverage | Buy (N/A) |
226.79 (144.87) |
-36.12% | Details | |
| 1/22/2021 | Microsoft | MSFT | New Coverage | Buy (N/A) |
224.34 (390.99) |
74.28% | Details | |
| 1/22/2021 | salesforce.com | CRM | New Coverage | Buy (N/A) |
223.44 (171.22) |
-23.37% | Details |
