Ratings by Morgan Stanley (Keith Weiss)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/5/2026 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2026 | CrowdStrike Holdings | CRWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/25/2026 | Workday | WDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/23/2026 | Workday | WDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/23/2026 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2026 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2026 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2026 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2026 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2025 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2025 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2025 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2025 | Qualys | QLYS | Maintain | Underweight (N/A) |
|
Details | ||
| 12/18/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2025 | Jamf Holding Corp. | JAMF | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2025 | CrowdStrike Holdings | CRWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/11/2025 | Adobe | ADBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/11/2025 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/9/2025 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2025 | SentinelOne Inc | S | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/3/2025 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2025 | Workday | WDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/13/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2025 | CrowdStrike Holdings | CRWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/11/2025 | CoreWeave | CRWV | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2025 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2025 | Qualys | QLYS | Maintain | Underweight (N/A) |
|
Details | ||
| 11/5/2025 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2025 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2025 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/26/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2025 | ServiceNow | NOW | Upgrade | Overweight (Equalweight) |
947.78 (124.34) |
-86.88% | Details | |
| 9/24/2025 | Adobe | ADBE | Downgrade | Equalweight (Overweight) |
364.08 (283.62) |
-22.1% | Details | |
| 9/23/2025 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/18/2025 | CrowdStrike Holdings | CRWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/12/2025 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2025 | Samsara Inc | IOT | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/8/2025 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/2/2025 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/2/2025 | SentinelOne Inc | S | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/2/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/2/2025 | Jamf Holding Corp. | JAMF | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/2/2025 | Gen Digital Inc | GEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/2/2025 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/28/2025 | CrowdStrike Holdings | CRWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/22/2025 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/13/2025 | CoreWeave | CRWV | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2025 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2025 | CyberArk Software | CYBR | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2025 | Fortinet | FTNT | Downgrade | Equalweight (Overweight) |
96.21 (79.29) |
-17.59% | Details | |
| 8/6/2025 | Qualys | QLYS | Maintain | Underweight (N/A) |
|
Details | ||
| 8/1/2025 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2025 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2025 | CoreWeave | CRWV | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2025 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2025 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2025 | CrowdStrike Holdings | CRWD | Downgrade | Equalweight (Overweight) |
487.11 (428.99) |
-11.93% | Details | |
| 7/11/2025 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/7/2025 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2025 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2025 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/9/2025 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/4/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2025 | CrowdStrike Holdings | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/30/2025 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/30/2025 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2025 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2025 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2025 | Workday | WDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/23/2025 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2025 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/15/2025 | CoreWeave | CRWV | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2025 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2025 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2025 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | CoreWeave | CRWV | New Coverage | Equalweight (N/A) |
39.09 (72.99) |
86.72% | Details | |
| 4/16/2025 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Workday | WDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Tenable | TENB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | ServiceNow | NOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | SentinelOne Inc | S | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Samsara Inc | IOT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Rapid7 | RPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Qualys | QLYS | Maintain | Underweight (N/A) |
|
Details | ||
| 4/16/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Jamf Holding Corp. | JAMF | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Gen Digital Inc | GEN | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | CyberArk Software | CYBR | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Cloudflare Inc. | NET | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | BigCommerce Holdings | BIGC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Akamai Technologies | AKAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2025 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2025 | Qualys | QLYS | New Coverage | Underweight (N/A) |
130.49 (98.66) |
-24.39% | Details | |
| 3/18/2025 | Varonis Systems | VRNS | New Coverage | Overweight (N/A) |
41.45 (34.79) |
-16.07% | Details | |
| 3/18/2025 | Gen Digital Inc | GEN | New Coverage | Equalweight (N/A) |
27.85 (22.61) |
-18.82% | Details | |
| 3/18/2025 | Palo Alto Networks | PANW | New Coverage | Overweight (N/A) |
185.00 (165.05) |
-10.78% | Details | |
| 3/18/2025 | SailPoint Technologies Holdings | SAIL | New Coverage | Equalweight (N/A) |
19.82 (20.77) |
4.79% | Details | |
| 3/18/2025 | Cloudflare Inc. | NET | New Coverage | Overweight (N/A) |
116.02 (195.19) |
68.24% | Details | |
| 3/18/2025 | CyberArk Software | CYBR | New Coverage | Equalweight (N/A) |
346.44 (408.85) |
18.01% | Details | |
| 3/18/2025 | CrowdStrike Holdings | CRWD | New Coverage | Overweight (N/A) |
364.83 (487.11) |
33.52% | Details | |
| 3/18/2025 | Zscaler | ZS | New Coverage | Equalweight (N/A) |
202.65 (280.42) |
38.38% | Details | |
| 3/18/2025 | Rapid7 | RPD | New Coverage | Equalweight (N/A) |
29.10 (7.07) |
-75.7% | Details | |
| 3/18/2025 | Tenable | TENB | New Coverage | Equalweight (N/A) |
36.75 (21.04) |
-42.75% | Details | |
| 3/18/2025 | Fortinet | FTNT | New Coverage | Overweight (N/A) |
96.67 (96.21) |
-0.48% | Details | |
| 3/18/2025 | Checkpoint Software | CHKP | New Coverage | Equalweight (N/A) |
230.39 (165.22) |
-28.29% | Details | |
| 3/18/2025 | Okta, Inc | OKTA | New Coverage | Overweight (N/A) |
115.64 (80.72) |
-30.2% | Details | |
| 3/18/2025 | SentinelOne Inc | S | New Coverage | Equalweight (N/A) |
18.91 (14.19) |
-24.96% | Details | |
| 3/18/2025 | Jamf Holding Corp. | JAMF | New Coverage | Equalweight (N/A) |
13.46 (13.05) |
-3.05% | Details | |
| 3/13/2025 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/13/2025 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2025 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/10/2025 | SailPoint Technologies Holdings | SAIL | New Coverage | Equalweight (N/A) |
23.00 (15.39) |
-33.09% | Details | |
| 2/26/2025 | Intuit | INTU | Upgrade | Overweight (Equalweight) |
567.24 (481.17) |
-15.17% | Details | |
| 2/21/2025 | Akamai Technologies | AKAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/19/2025 | Workday | WDAY | Downgrade | Equalweight (Overweight) |
258.05 (151.07) |
-41.46% | Details | |
| 2/5/2025 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2025 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2024 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2024 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2024 | Samsara Inc | IOT | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/4/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2024 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/27/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/25/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2024 | Intuit | INTU | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/20/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2024 | Akamai Technologies | AKAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2024 | ServiceNow | NOW | Downgrade | Equalweight (Overweight) |
921.75 (947.78) |
2.82% | Details | |
| 10/11/2024 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2024 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/10/2024 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/6/2024 | Samsara Inc | IOT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/29/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2024 | Intuit | INTU | Downgrade | Equalweight (Overweight) |
627.41 (567.24) |
-9.59% | Details | |
| 8/9/2024 | Akamai Technologies | AKAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2024 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2024 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2024 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/30/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/17/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2024 | Akamai Technologies | AKAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/25/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2024 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2024 | Shopify | SHOP | Upgrade | Overweight (Equalweight) |
69.41 (130.20) |
87.58% | Details | |
| 4/17/2024 | BigCommerce Holdings | BIGC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2024 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/11/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/1/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/14/2024 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/12/2024 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/1/2024 | Autodesk | ADSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/29/2024 | Snowflake Inc. | SNOW | Downgrade | Equalweight (Overweight) |
234.03 (211.99) |
-9.42% | Details | |
| 2/27/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2024 | BigCommerce Holdings | BIGC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/14/2024 | Akamai Technologies | AKAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/12/2024 | Cloudflare Inc. | NET | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2024 | Palantir Technologies Inc. | PLTR | Maintain | Underweight (N/A) |
|
Details | ||
| 1/31/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2024 | Cloudflare Inc. | NET | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/22/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/22/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/22/2023 | BigCommerce Holdings | BIGC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/22/2023 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/21/2023 | salesforce.com | CRM | Upgrade | Overweight (Equalweight) |
264.34 (202.11) |
-23.54% | Details | |
| 12/4/2023 | Shopify | SHOP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/1/2023 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/1/2023 | Samsara Inc | IOT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/29/2023 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/29/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/29/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2023 | Autodesk | ADSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2023 | Akamai Technologies | AKAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/3/2023 | Shopify | SHOP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2023 | Cloudflare Inc. | NET | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/26/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2023 | Checkpoint Software | CHKP | Upgrade | Equalweight (Underweight) |
135.02 (165.22) |
22.37% | Details | |
| 10/13/2023 | Akamai Technologies | AKAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/10/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/28/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/26/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/26/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/22/2023 | salesforce.com | CRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/13/2023 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/12/2023 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/1/2023 | Samsara Inc | IOT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/31/2023 | Palantir Technologies Inc. | PLTR | Downgrade | Underweight (Equalweight) |
15.40 (157.16) |
920.52% | Details | |
| 8/25/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2023 | Splunk | SPLK | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2023 | Akamai Technologies | AKAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/3/2023 | Shopify | SHOP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2023 | Okta, Inc | OKTA | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2023 | Adobe | ADBE | Upgrade | Overweight (Equalweight) |
513.97 (364.08) |
-29.16% | Details | |
| 7/31/2023 | salesforce.com | CRM | Downgrade | Equalweight (Overweight) |
225.15 (202.11) |
-10.23% | Details | |
| 7/27/2023 | Checkpoint Software | CHKP | Maintain | Underweight (N/A) |
|
Details | ||
| 7/27/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/6/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2023 | Adobe | ADBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/13/2023 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/12/2023 | Adobe | ADBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/2/2023 | Samsara Inc | IOT | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/1/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2023 | Akamai Technologies | AKAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2023 | Shopify | SHOP | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/5/2023 | Shopify | SHOP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/28/2023 | Cloudflare Inc. | NET | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/26/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/3/2023 | Bill.com Holdings Inc. | BILL | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/3/2023 | Bill.com Holdings Inc. | BILL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2023 | Samsara Inc | IOT | Downgrade | Equalweight (Overweight) |
18.77 (35.36) |
88.39% | Details | |
| 3/17/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/16/2023 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/16/2023 | Adobe | ADBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/13/2023 | Adobe | ADBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/3/2023 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2023 | Samsara Inc | IOT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2023 | Okta, Inc | OKTA | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/28/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2023 | BigCommerce Holdings | BIGC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/17/2023 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2023 | Checkpoint Software | CHKP | Maintain | Underweight (N/A) |
|
Details | ||
| 1/30/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2022 | Adobe | ADBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/1/2022 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2022 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2022 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2022 | Akamai Technologies | AKAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2022 | BigCommerce Holdings | BIGC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Akamai Technologies | AKAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/20/2022 | Palantir Technologies Inc. | PLTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2022 | Qualtrics | XM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2022 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/20/2022 | Shopify | SHOP | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/16/2022 | Adobe | ADBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/12/2022 | Bill.com Holdings Inc. | BILL | New Coverage | Overweight (N/A) |
161.45 (45.06) |
-72.09% | Details | |
| 9/8/2022 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2022 | UiPath Inc. | PATH | Downgrade | Equalweight (Overweight) |
16.10 (11.86) |
-26.34% | Details | |
| 9/2/2022 | Smartsheet Inc. | SMAR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/1/2022 | Okta, Inc | OKTA | Downgrade | Equalweight (Overweight) |
91.40 (80.72) |
-11.68% | Details | |
| 8/25/2022 | Splunk | SPLK | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/16/2022 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2022 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2022 | Splunk | SPLK | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/10/2022 | Akamai Technologies | AKAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2022 | Palantir Technologies Inc. | PLTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2022 | Cloudflare Inc. | NET | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/20/2022 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/14/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2022 | Qualtrics | XM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/24/2022 | Shopify | SHOP | New Coverage | Equalweight (N/A) |
338.54 (130.20) |
-61.54% | Details | |
| 6/21/2022 | Adobe | ADBE | Downgrade | Equalweight (Overweight) |
365.08 (283.62) |
-22.31% | Details | |
| 6/17/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/13/2022 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2022 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/3/2022 | Asana | ASAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/27/2022 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2022 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2022 | Autodesk | ADSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/26/2022 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2022 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2022 | UiPath Inc. | PATH | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2022 | Splunk | SPLK | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/18/2022 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2022 | Palantir Technologies Inc. | PLTR | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/4/2022 | Akamai Technologies | AKAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2022 | BigCommerce Holdings | BIGC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/28/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2022 | Qualtrics | XM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2022 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/4/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2022 | UiPath Inc. | PATH | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2022 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/7/2022 | Palantir Technologies Inc. | PLTR | Upgrade | Equalweight (Underweight) |
11.34 (157.16) |
1285.89% | Details | |
| 3/3/2022 | Splunk | SPLK | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/3/2022 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2022 | Samsara Inc | IOT | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/28/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2022 | VMware | VMW | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/25/2022 | Autodesk | ADSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/23/2022 | Autodesk | ADSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/18/2022 | Palantir Technologies Inc. | PLTR | Maintain | Underweight (N/A) |
|
Details | ||
| 2/17/2022 | Shopify | SHOP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2022 | Cloudflare Inc. | NET | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/9/2022 | Shopify | SHOP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2022 | Snowflake Inc. | SNOW | Upgrade | Overweight (Equalweight) |
256.26 (234.03) |
-8.67% | Details | |
| 2/3/2022 | Checkpoint Software | CHKP | Maintain | Underweight (N/A) |
|
Details | ||
| 1/27/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2022 | Zscaler | ZS | Upgrade | Overweight (Equalweight) |
254.74 (164.06) |
-35.6% | Details | |
| 1/12/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2022 | Samsara Inc | IOT | New Coverage | Overweight (N/A) |
22.99 (35.36) |
53.81% | Details | |
| 12/16/2021 | Qualtrics | XM | Upgrade | Overweight (Equalweight) |
32.03 (18.14) |
-43.37% | Details | |
| 12/3/2021 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/3/2021 | UiPath Inc. | PATH | Upgrade | Overweight (Equalweight) |
43.93 (11.86) |
-73% | Details | |
| 12/2/2021 | Splunk | SPLK | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/1/2021 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/24/2021 | Autodesk | ADSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/22/2021 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2021 | VMware | VMW | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/19/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/16/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2021 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2021 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2021 | Shopify | SHOP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2021 | Checkpoint Software | CHKP | Maintain | Underweight (N/A) |
|
Details | ||
| 10/27/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2021 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2021 | VMware | VMW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/4/2021 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/28/2021 | Okta, Inc | OKTA | Upgrade | Overweight (Equalweight) |
253.43 (80.72) |
-68.15% | Details | |
| 9/24/2021 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 9/20/2021 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/15/2021 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/14/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/14/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2021 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/8/2021 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/2/2021 | Autodesk | ADSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/2/2021 | Okta, Inc | OKTA | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/31/2021 | Autodesk | ADSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/27/2021 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2021 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/26/2021 | Autodesk | ADSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/25/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2021 | Autodesk | ADSK | New Coverage | Equalweight (N/A) |
324.70 (249.91) |
-23.03% | Details | |
| 8/13/2021 | Palantir Technologies Inc. | PLTR | Maintain | Underweight (N/A) |
|
Details | ||
| 7/29/2021 | Shopify | SHOP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/29/2021 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/27/2021 | Checkpoint Software | CHKP | Maintain | Underweight (N/A) |
|
Details | ||
| 7/21/2021 | Qualtrics | XM | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/18/2021 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2021 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/15/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/14/2021 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/11/2021 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/9/2021 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/7/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2021 | Splunk | SPLK | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/28/2021 | VMware | VMW | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/28/2021 | salesforce.com | CRM | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/28/2021 | Autodesk | ADSK | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/26/2021 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/26/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2021 | Intuit | INTU | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/20/2021 | Autodesk | ADSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/19/2021 | salesforce.com | CRM | Upgrade | Overweight (Equalweight) |
215.06 (202.11) |
-6.02% | Details | |
| 5/17/2021 | UiPath Inc. | PATH | New Coverage | Equalweight (N/A) |
66.42 (11.86) |
-82.14% | Details | |
| 5/12/2021 | Palantir Technologies Inc. | PLTR | Maintain | Underweight (N/A) |
|
Details | ||
| 5/7/2021 | Cloudflare Inc. | NET | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/5/2021 | Akamai Technologies | AKAM | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/30/2021 | Atlassian Corporation | TEAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/29/2021 | Shopify | SHOP | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/28/2021 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/27/2021 | Splunk | SPLK | Downgrade | Equalweight (Overweight) |
133.20 (156.90) |
17.79% | Details | |
| 4/21/2021 | Shopify | SHOP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/21/2021 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/13/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 4/1/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/24/2021 | Adobe | ADBE | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/17/2021 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2021 | Oracle | ORCL | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/5/2021 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/4/2021 | Snowflake Inc. | SNOW | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/26/2021 | VMware | VMW | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/26/2021 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2021 | Zscaler | ZS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/24/2021 | Intuit | INTU | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/23/2021 | Qualtrics | XM | New Coverage | Equalweight (N/A) |
45.09 (18.14) |
-59.77% | Details | |
| 2/18/2021 | Shopify | SHOP | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/17/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2021 | Palantir Technologies Inc. | PLTR | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/12/2021 | Cloudflare Inc. | NET | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/2/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2021 | Shopify | SHOP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2021 | Atlassian Corporation | TEAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/28/2021 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2021 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/26/2021 | salesforce.com | CRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/26/2021 | Palantir Technologies Inc. | PLTR | Maintain | Underweight (N/A) |
|
Details | ||
| 1/8/2021 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2020 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2020 | Shopify | SHOP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2020 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/17/2020 | Cloudflare Inc. | NET | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2020 | Checkpoint Software | CHKP | Maintain | Underweight (N/A) |
|
Details | ||
| 12/17/2020 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2020 | Slack Technologies Inc. | WORK | Upgrade | Equalweight (Underweight) |
42.68 (45.20) |
5.9% | Details | |
| 12/3/2020 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/2/2020 | Palantir Technologies Inc. | PLTR | Downgrade | Underweight (Equalweight) |
27.11 (157.16) |
479.71% | Details | |
| 11/25/2020 | Autodesk | ADSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/25/2020 | VMware | VMW | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/20/2020 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2020 | Cloudflare Inc. | NET | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/13/2020 | Palantir Technologies Inc. | PLTR | Downgrade | Equalweight (Overweight) |
15.96 (157.16) |
884.71% | Details | |
| 11/12/2020 | salesforce.com | CRM | Downgrade | Equalweight (Overweight) |
247.66 (202.11) |
-18.39% | Details | |
| 11/12/2020 | ServiceNow | NOW | Upgrade | Overweight (Equalweight) |
481.28 (921.75) |
91.52% | Details | |
| 11/11/2020 | NortonLifelock | NLOK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2020 | ServiceNow | NOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | Checkpoint Software | CHKP | Maintain | Underweight (N/A) |
|
Details | ||
| 10/21/2020 | ServiceNow | NOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2020 | Slack Technologies Inc. | WORK | Downgrade | Underweight (Equalweight) |
32.25 (45.20) |
40.16% | Details | |
| 10/16/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/5/2020 | Shopify | SHOP | New Coverage | Equalweight (N/A) |
1054.43 (130.20) |
-87.65% | Details | |
| 10/5/2020 | Intuit | INTU | Upgrade | Overweight (Equalweight) |
332.34 (627.41) |
88.79% | Details | |
| 9/14/2020 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/11/2020 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/10/2020 | Zscaler | ZS | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/9/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/1/2020 | NortonLifelock | NLOK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2020 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2020 | Telephone & Data Systems | TDS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2020 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2020 | Intuit | INTU | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/19/2020 | Proofpoint | PFPT | Upgrade | Overweight (Equalweight) |
108.58 (175.90) |
62% | Details | |
| 8/18/2020 | Intuit | INTU | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/14/2020 | Cloudflare Inc. | NET | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2020 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2020 | Akamai Technologies | AKAM | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2020 | Checkpoint Software | CHKP | Maintain | Underweight (N/A) |
|
Details | ||
| 7/22/2020 | ServiceNow | NOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/15/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2020 | Checkpoint Software | CHKP | Maintain | Underweight (N/A) |
|
Details | ||
| 7/14/2020 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2020 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 6/18/2020 | Cloudflare Inc. | NET | Upgrade | Equalweight (Underweight) |
31.65 (99.37) |
213.97% | Details | |
| 6/18/2020 | Zscaler | ZS | Upgrade | Equalweight (Underweight) |
102.81 (164.06) |
59.58% | Details | |
| 6/17/2020 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/12/2020 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2020 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2020 | VMware | VMW | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/28/2020 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2020 | Autodesk | ADSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/22/2020 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2020 | Intuit | INTU | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/19/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2020 | Slack Technologies Inc. | WORK | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2020 | Cloudflare Inc. | NET | Maintain | Underweight (N/A) |
|
Details | ||
| 5/6/2020 | Intuit | INTU | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2020 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2020 | ServiceNow | NOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/30/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2020 | Akamai Technologies | AKAM | Downgrade | Equalweight (Overweight) |
103.07 (74.38) |
-27.84% | Details | |
| 4/28/2020 | Checkpoint Software | CHKP | Maintain | Underweight (N/A) |
|
Details | ||
| 4/14/2020 | Workday | WDAY | Upgrade | Overweight (Equalweight) |
145.41 (258.05) |
77.46% | Details | |
| 4/14/2020 | Cloudflare Inc. | NET | Downgrade | Underweight (Equalweight) |
21.18 (195.19) |
821.58% | Details | |
| 4/3/2020 | Intuit | INTU | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/3/2020 | Intuit | INTU | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/2/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/25/2020 | NortonLifelock | NLOK | Upgrade | Overweight (Equalweight) |
16.58 (21.66) |
30.64% | Details | |
| 3/16/2020 | Slack Technologies Inc. | WORK | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/16/2020 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/16/2020 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2020 | Autodesk | ADSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2020 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2020 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2020 | Cloudflare Inc. | NET | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/14/2020 | Cloudflare Inc. | NET | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/12/2020 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2020 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2020 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2020 | ServiceNow | NOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2020 | Citrix Systems | CTXS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/15/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2020 | Workday | WDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/13/2020 | VMware | VMW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/13/2020 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2020 | ServiceNow | NOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/13/2020 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2020 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/13/2020 | Intuit | INTU | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/13/2020 | Cloudflare Inc. | NET | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/13/2020 | Citrix Systems | CTXS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/13/2020 | Autodesk | ADSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/13/2020 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2020 | Atlassian Corporation | TEAM | Upgrade | Overweight (Equalweight) |
135.41 (83.62) |
-38.25% | Details | |
| 1/13/2020 | Checkpoint Software | CHKP | Downgrade | Underweight (Equalweight) |
111.71 (135.02) |
20.87% | Details | |
| 1/8/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2019 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2019 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/27/2019 | Autodesk | ADSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/22/2019 | VMware | VMW | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/18/2019 | Workday | WDAY | Downgrade | Equalweight (Overweight) |
164.80 (151.07) |
-8.33% | Details | |
| 11/18/2019 | Splunk | SPLK | Upgrade | Overweight (Equalweight) |
116.99 (156.90) |
34.11% | Details | |
| 11/5/2019 | Symantec | SYMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2019 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2019 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2019 | VMware | VMW | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/16/2019 | Slack Technologies Inc. | WORK | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/16/2019 | ServiceNow | NOW | Downgrade | Equalweight (Overweight) |
274.24 (124.34) |
-54.66% | Details | |
| 10/8/2019 | Cloudflare Inc. | NET | New Coverage | Equalweight (N/A) |
17.27 (195.19) |
1030.23% | Details | |
| 9/23/2019 | Nuance Communications | NUAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/3/2019 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2019 | VMware | VMW | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/26/2019 | Intuit | INTU | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/23/2019 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2019 | VMware | VMW | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 7/31/2019 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2019 | Citrix Systems | CTXS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/16/2019 | Slack Technologies Inc. | WORK | New Coverage | Equalweight (N/A) |
34.75 (45.20) |
30.07% | Details | |
| 7/1/2019 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/11/2019 | Symantec | SYMC | Downgrade | Underweight (Equalweight) |
19.15 (22.99) |
20.05% | Details | |
| 5/31/2019 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2019 | VMware | VMW | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/29/2019 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2019 | VMware | VMW | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/29/2019 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/24/2019 | Intuit | INTU | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/21/2019 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/16/2019 | Intuit | INTU | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/2/2019 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2019 | Adobe | ADBE | Upgrade | Overweight (Equalweight) |
277.66 (283.62) |
2.15% | Details | |
| 3/27/2019 | Intuit | INTU | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/25/2019 | Intuit | INTU | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/15/2019 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2019 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2019 | VMware | VMW | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/21/2019 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2019 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2019 | Nuance Communications | NUAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/4/2019 | Intuit | INTU | Upgrade | Equalweight (Underweight) |
215.82 (481.17) |
122.95% | Details | |
| 1/31/2019 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2019 | Nuance Communications | NUAN | Downgrade | Equalweight (Overweight) |
15.14 (55.99) |
269.82% | Details | |
| 1/15/2019 | Autodesk | ADSK | Downgrade | Equalweight (Overweight) |
134.75 (260.99) |
93.68% | Details | |
| 1/15/2019 | Oracle | ORCL | Downgrade | Equalweight (Overweight) |
48.29 (152.96) |
216.75% | Details | |
| 1/15/2019 | VMware | VMW | Downgrade | Equalweight (Overweight) |
146.70 (142.48) |
-2.88% | Details | |
| 1/15/2019 | Akamai Technologies | AKAM | Upgrade | Overweight (Equalweight) |
63.10 (99.89) |
58.3% | Details | |
| 11/30/2018 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2018 | VMware | VMW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2018 | Checkpoint Software | CHKP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2018 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2018 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/26/2018 | Citrix Systems | CTXS | Maintain | Underweight (N/A) |
|
Details | ||
| 9/14/2018 | Adobe | ADBE | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/7/2018 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2018 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2018 | VMware | VMW | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/14/2018 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details |
