Ratings by RBC Capital (Matthew Hedberg)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/6/2026 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2026 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2026 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2026 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2026 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2026 | Checkpoint Software | CHKP | Maintain | (N/A) |
|
Details | ||
| 2/11/2026 | Teradata | TDC | Maintain | (N/A) |
|
Details | ||
| 2/11/2026 | Rapid7 | RPD | Maintain | (N/A) |
|
Details | ||
| 2/11/2026 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/11/2026 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | PagerDuty | PD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/11/2026 | Netskope | NTSK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | Qualys | QLYS | Maintain | (N/A) |
|
Details | ||
| 2/5/2026 | PTC Inc. | PTC | Maintain | (N/A) |
|
Details | ||
| 2/4/2026 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | F5 Networks | FFIV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2026 | Zscaler | ZS | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | Varonis Systems | VRNS | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | UiPath Inc. | PATH | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | Teradata | TDC | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | ServiceNow | NOW | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | Samsara Inc | IOT | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | SailPoint Technologies Holdings | SAIL | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | Rapid7 | RPD | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | Okta, Inc | OKTA | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | Nutanix | NTNX | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | NetScout | NTCT | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | GitLab Inc | GTLB | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | Elastic NV. | ESTC | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | Datadog | DDOG | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | Dynatrace Inc. | DT | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | Checkpoint Software | CHKP | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | Bentley Systems Inc. | BSY | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | F5 Networks | FFIV | Upgrade | Outperform (Sector Perform) |
255.26 (286.22) |
12.13% | Details | |
| 1/5/2026 | EverCommerce Inc | EVCM | Downgrade | Sector Perform (Outperform) |
12.11 (12.26) |
1.24% | Details | |
| 1/5/2026 | PagerDuty | PD | Downgrade | Sector Perform (Outperform) |
13.11 (7.98) |
-39.13% | Details | |
| 12/15/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | Netskope | NTSK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2025 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 12/9/2025 | Confluent Inc | CFLT | Downgrade | Sector Perform (Outperform) |
23.14 (30.77) |
32.97% | Details | |
| 12/5/2025 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2025 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 12/3/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2025 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2025 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/12/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | NetScout | NTCT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/7/2025 | N-Able Inc. | NABL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | Gen Digital Inc | GEN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/7/2025 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2025 | Rapid7 | RPD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/30/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2025 | Checkpoint Software | CHKP | Maintain | (N/A) |
|
Details | ||
| 10/29/2025 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2025 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/28/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2025 | Netskope | NTSK | New Coverage | Outperform (N/A) |
21.96 (11.29) |
-48.59% | Details | |
| 10/6/2025 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2025 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/5/2025 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2025 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2025 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2025 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2025 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/12/2025 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2025 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Rapid7 | RPD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/8/2025 | Gen Digital Inc | GEN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/7/2025 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/31/2025 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/31/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Checkpoint Software | CHKP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/31/2025 | CyberArk Software | CYBR | Downgrade | Sector Perform (Outperform) |
434.48 (408.85) |
-5.9% | Details | |
| 7/30/2025 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2025 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2025 | Gen Digital Inc | GEN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/21/2025 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/21/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2025 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2025 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2025 | Olo Inc. | OLO | Downgrade | Sector Perform (Outperform) |
10.12 (10.26) |
1.38% | Details | |
| 6/20/2025 | Couchbase Inc | BASE | Downgrade | Sector Perform (Outperform) |
18.93 (24.51) |
29.48% | Details | |
| 6/11/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2025 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/30/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2025 | Informatica | INFA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/27/2025 | Informatica | INFA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/23/2025 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2025 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | Olo Inc. | OLO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2025 | Informatica | INFA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/8/2025 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | Gen Digital Inc | GEN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/7/2025 | Qualys | QLYS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2025 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2025 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2025 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/11/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2025 | SailPoint Technologies Holdings | SAIL | New Coverage | Outperform (N/A) |
23.00 (15.39) |
-33.09% | Details | |
| 3/7/2025 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | N-Able Inc. | NABL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2025 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2025 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2025 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2025 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2025 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2025 | Informatica | INFA | Downgrade | Sector Perform (Outperform) |
26.10 (24.79) |
-5.02% | Details | |
| 2/12/2025 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/12/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2025 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2025 | paet | QLSY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/6/2025 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | NetScout | NTCT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/31/2025 | Gen Digital Inc | GEN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/31/2025 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | Checkpoint Software | CHKP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/29/2025 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/21/2025 | SolarWinds | SWI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/21/2025 | N-Able Inc. | NABL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2025 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2025 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2025 | Olo Inc. | OLO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2025 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/3/2025 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2025 | Datadog | DDOG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2025 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2025 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2024 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2024 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2024 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2024 | Altair Engineering | ALTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/29/2024 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/24/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2024 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/20/2024 | Rapid7 | RPD | Downgrade | Sector Perform (Outperform) |
33.83 (7.07) |
-79.1% | Details | |
| 9/20/2024 | CyberArk Software | CYBR | New Coverage | Outperform (N/A) |
268.04 (434.48) |
62.1% | Details | |
| 9/6/2024 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2024 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/30/2024 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2024 | Qualys | QLYS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/6/2024 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/2/2024 | Gen Digital Inc | GEN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/1/2024 | Q2 Holdings | QTWO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/1/2024 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | Olo Inc. | OLO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2024 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2024 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/25/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2024 | Checkpoint Software | CHKP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/22/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2024 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/1/2024 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/26/2024 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2024 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2024 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2024 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/7/2024 | PowerSchool Holdings Inc. | PWSC | Downgrade | Sector Perform (Outperform) |
22.37 (22.81) |
1.97% | Details | |
| 6/7/2024 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2024 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2024 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2024 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2024 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2024 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2024 | N-Able Inc. | NABL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2024 | Informatica | INFA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2024 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2024 | NetScout | NTCT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/10/2024 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2024 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | PowerSchool Holdings Inc. | PWSC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Olo Inc. | OLO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2024 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2024 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/2/2024 | Q2 Holdings | QTWO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/30/2024 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/15/2024 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2024 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/6/2024 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2024 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | Xometry Inc | XMTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/1/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2024 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2024 | N-Able Inc. | NABL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2024 | Q2 Holdings | QTWO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/22/2024 | Olo Inc. | OLO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2024 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2024 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/9/2024 | SolarWinds | SWI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/8/2024 | Qualys | QLYS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/8/2024 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2024 | Checkpoint Software | CHKP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/6/2024 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2024 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/25/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2024 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/7/2023 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2023 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2023 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2023 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 12/1/2023 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2023 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2023 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2023 | Xometry Inc | XMTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/9/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2023 | PowerSchool Holdings Inc. | PWSC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2023 | Gen Digital Inc | GEN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/8/2023 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2023 | Olo Inc. | OLO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2023 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2023 | Confluent Inc | CFLT | New Coverage | Outperform (N/A) |
17.75 (23.14) |
30.37% | Details | |
| 10/25/2023 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/23/2023 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/27/2023 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 9/22/2023 | Splunk | SPLK | Downgrade | Sector Perform (Outperform) |
119.59 (156.90) |
31.2% | Details | |
| 9/7/2023 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/6/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2023 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2023 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2023 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2023 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/24/2023 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/24/2023 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2023 | Informatica | INFA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2023 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | SolarWinds | SWI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/4/2023 | Altair Engineering | ALTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/3/2023 | Q2 Holdings | QTWO | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/2/2023 | Olo Inc. | OLO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2023 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2023 | Informatica | INFA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2023 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2023 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2023 | Checkpoint Software | CHKP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/25/2023 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/24/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2023 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/5/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/5/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2023 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2023 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2023 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2023 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2023 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2023 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2023 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2023 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2023 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2023 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2023 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2023 | Genesis Healthcare | GEN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/11/2023 | N-Able Inc. | NABL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/5/2023 | Qualys | QLYS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/5/2023 | NetScout | NTCT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/5/2023 | Altair Engineering | ALTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/2/2023 | Checkpoint Software | CHKP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/1/2023 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2023 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2023 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/5/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2023 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2023 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2023 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | Xometry Inc | XMTR | Downgrade | Sector Perform (Outperform) |
30.41 (43.39) |
42.68% | Details | |
| 2/10/2023 | SolarWinds | SWI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/10/2023 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2023 | Informatica | INFA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2023 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/7/2022 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2022 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2022 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2022 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2022 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2022 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/28/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/28/2022 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/28/2022 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/28/2022 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/28/2022 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/28/2022 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/28/2022 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 11/28/2022 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/28/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2022 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2022 | Xometry Inc | XMTR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2022 | N-Able Inc. | NABL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2022 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2022 | Olo Inc. | OLO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2022 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2022 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/8/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2022 | Q2 Holdings | QTWO | Downgrade | Sector Perform (Outperform) |
26.58 (52.85) |
98.83% | Details | |
| 11/3/2022 | SolarWinds | SWI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/3/2022 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | Qualys | QLYS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/3/2022 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2022 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2022 | Checkpoint Software | CHKP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/28/2022 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2022 | Informatica | INFA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2022 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/24/2022 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2022 | Informatica | INFA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2022 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2022 | Checkpoint Software | CHKP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/28/2022 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/21/2022 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2022 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/1/2022 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/30/2022 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/25/2022 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2022 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2022 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2022 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2022 | Olo Inc. | OLO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2022 | N-Able Inc. | NABL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2022 | Xometry Inc | XMTR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2022 | Qualys | QLYS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/5/2022 | NortonLifelock | NLOK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/5/2022 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Altair Engineering | ALTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/4/2022 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2022 | Ping Identity Holding Corp. | PING | Downgrade | Sector Perform (Outperform) |
17.47 (28.50) |
63.14% | Details | |
| 8/3/2022 | SolarWinds | SWI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/2/2022 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2022 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2022 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2022 | Ping Identity Holding Corp. | PING | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2022 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2022 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/25/2022 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2022 | Informatica | INFA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/7/2022 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2022 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2022 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/31/2022 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2022 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2022 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | VMware | VMW | Downgrade | Sector Perform (Outperform) |
120.54 (142.48) |
18.2% | Details | |
| 5/26/2022 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2022 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2022 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2022 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2022 | N-Able Inc. | NABL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2022 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2022 | Xometry Inc | XMTR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2022 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2022 | Olo Inc. | OLO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2022 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2022 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2022 | DoubleVerify | DV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2022 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2022 | SolarWinds | SWI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/5/2022 | NetScout | NTCT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/4/2022 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/25/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2022 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2022 | Checkpoint Software | CHKP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/18/2022 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2022 | Datto Holding Corp. | MSP | Downgrade | Sector Perform (Outperform) |
28.72 (35.18) |
22.49% | Details | |
| 4/12/2022 | SailPoint Technologies Holdings | SAIL | Downgrade | Sector Perform (Outperform) |
49.59 (23.00) |
-53.62% | Details | |
| 4/8/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2022 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/28/2022 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/25/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/21/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2022 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2022 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2022 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2022 | Informatica | INFA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2022 | GitLab Inc | GTLB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2022 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/9/2022 | DoubleVerify | DV | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2022 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2022 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2022 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2022 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2022 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2022 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2022 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | N-Able Inc. | NABL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Altair Engineering | ALTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/23/2022 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2022 | Olo Inc. | OLO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2022 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2022 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2022 | Qualys | QLYS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/7/2022 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2022 | Checkpoint Software | CHKP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/4/2022 | GitLab Inc | GTLB | Upgrade | Outperform (Sector Perform) |
64.02 (24.91) |
-61.09% | Details | |
| 2/3/2022 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2022 | Citrix Systems | CTXS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/26/2022 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/25/2022 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2022 | Samsara Inc | IOT | New Coverage | Outperform (N/A) |
22.99 (35.36) |
53.81% | Details | |
| 12/9/2021 | Xometry Inc | XMTR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/8/2021 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2021 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 12/6/2021 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2021 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2021 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/24/2021 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2021 | Informatica | INFA | New Coverage | Outperform (N/A) |
33.50 (26.10) |
-22.09% | Details | |
| 11/19/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2021 | Xometry Inc | XMTR | Upgrade | Outperform (Sector Perform) |
44.48 (43.39) |
-2.45% | Details | |
| 11/10/2021 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2021 | DoubleVerify | DV | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2021 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2021 | GitLab Inc | GTLB | New Coverage | Sector Perform (N/A) |
119.03 (24.91) |
-79.07% | Details | |
| 11/5/2021 | NortonLifelock | NLOK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/5/2021 | NetScout | NTCT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/5/2021 | Citrix Systems | CTXS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/5/2021 | Altair Engineering | ALTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/4/2021 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2021 | Qualys | QLYS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/4/2021 | Ping Identity Holding Corp. | PING | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2021 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2021 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2021 | Mimecast Limited | MIME | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | SolarWinds | SWI | Downgrade | Sector Perform (Outperform) |
18.36 (18.49) |
0.71% | Details | |
| 10/28/2021 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2021 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/25/2021 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2021 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2021 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2021 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/30/2021 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/14/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 9/13/2021 | N-Able Inc. | NABL | New Coverage | Outperform (N/A) |
13.73 (4.98) |
-63.73% | Details | |
| 9/10/2021 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2021 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/10/2021 | PowerSchool Holdings Inc. | PWSC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2021 | UiPath Inc. | PATH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/7/2021 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2021 | PowerSchool Holdings Inc. | PWSC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2021 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2021 | SecureWorks | SCWX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/3/2021 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/2/2021 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2021 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/30/2021 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2021 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2021 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/24/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2021 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2021 | PowerSchool Holdings Inc. | PWSC | New Coverage | Outperform (N/A) |
25.57 (22.37) |
-12.51% | Details | |
| 8/20/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2021 | Couchbase Inc | BASE | New Coverage | Outperform (N/A) |
31.30 (24.51) |
-21.69% | Details | |
| 8/10/2021 | Qualys | QLYS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/10/2021 | EverCommerce Inc | EVCM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2021 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2021 | Olo Inc. | OLO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2021 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2021 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/6/2021 | Altair Engineering | ALTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/4/2021 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2021 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2021 | SolarWinds | SWI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2021 | Mimecast Limited | MIME | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2021 | NetScout | NTCT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/30/2021 | Citrix Systems | CTXS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/29/2021 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2021 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/26/2021 | Xometry Inc | XMTR | New Coverage | Sector Perform (N/A) |
75.29 (43.39) |
-42.37% | Details | |
| 7/26/2021 | EverCommerce Inc | EVCM | New Coverage | Outperform (N/A) |
16.63 (12.26) |
-26.28% | Details | |
| 7/23/2021 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2021 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2021 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/15/2021 | ZoomInfo Technologies | ZI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2021 | SecureWorks | SCWX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/4/2021 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2021 | Elastic NV. | ESTC | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/1/2021 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2021 | DoubleVerify | DV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2021 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2021 | UiPath Inc. | PATH | New Coverage | Sector Perform (N/A) |
66.42 (11.86) |
-82.14% | Details | |
| 5/17/2021 | DoubleVerify | DV | New Coverage | Outperform (N/A) |
29.71 (11.01) |
-62.94% | Details | |
| 5/12/2021 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2021 | Mimecast Limited | MIME | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2021 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2021 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2021 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2021 | Proofpoint | PFPT | Downgrade | Sector Perform (Outperform) |
131.78 (175.90) |
33.48% | Details | |
| 4/23/2021 | Olo Inc. | OLO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2021 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/19/2021 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/14/2021 | SolarWinds | SWI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2021 | Olo Inc. | OLO | New Coverage | Outperform (N/A) |
29.07 (10.26) |
-64.71% | Details | |
| 3/18/2021 | PagerDuty | PD | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/17/2021 | CrowdStrike Holdings | CRWD | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/15/2021 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2021 | Datto Holding Corp. | MSP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2021 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2021 | Splunk | SPLK | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/2/2021 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2021 | Okta, Inc | OKTA | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/1/2021 | Bentley Systems Inc. | BSY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2021 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2021 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2021 | SolarWinds | SWI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2021 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2021 | Nutanix | NTNX | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/25/2021 | Elastic NV. | ESTC | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/24/2021 | McAfee Corp. | MCFE | Maintain | Sector Perform (Sector Perform) |
|
Details | ||
| 2/23/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2021 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2021 | McAfee Corp. | MCFE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/19/2021 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2021 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2021 | Altair Engineering | ALTR | Maintain | Sector Perform (Sector Perform) |
|
Details | ||
| 2/18/2021 | Ping Identity Holding Corp. | PING | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2021 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2021 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2021 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2021 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2021 | PTC Inc. | PTC | Upgrade | Outperform (Sector Perform) |
129.52 (162.71) |
25.63% | Details | |
| 1/27/2021 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/26/2021 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2021 | PTC Inc. | PTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/20/2021 | Citrix Systems | CTXS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/8/2021 | F5 Networks | FFIV | Maintain | Sector Perform (Sector Perform) |
|
Details | ||
| 12/22/2020 | RealPage | RP | Downgrade | Sector Perform (Outperform) |
67.83 (88.72) |
30.8% | Details | |
| 12/16/2020 | Palo Alto Networks | PANW | Upgrade | Outperform (Sector Perform) |
314.28 (165.05) |
-47.48% | Details | |
| 12/15/2020 | SolarWinds | SWI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2020 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2020 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2020 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2020 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2020 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/24/2020 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2020 | Palo Alto Networks | PANW | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/16/2020 | Datto Holding Corp. | MSP | New Coverage | Outperform (N/A) |
30.86 (35.18) |
14% | Details | |
| 11/16/2020 | McAfee Corp. | MCFE | New Coverage | Sector Perform (N/A) |
16.38 (25.99) |
58.67% | Details | |
| 11/16/2020 | Bentley Systems Inc. | BSY | Upgrade | Outperform (Sector Perform) |
32.25 (39.79) |
23.38% | Details | |
| 11/13/2020 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2020 | NetScout | NTCT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/29/2020 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2020 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2020 | Citrix Systems | CTXS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/6/2020 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2020 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/2/2020 | Jamf Holding Corp. | JAMF | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2020 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2020 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2020 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2020 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2020 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2020 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2020 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2020 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2020 | Palo Alto Networks | PANW | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/21/2020 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2020 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2020 | Jamf Holding Corp. | JAMF | New Coverage | Outperform (N/A) |
38.00 (13.05) |
-65.66% | Details | |
| 8/11/2020 | Qualys | QLYS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/10/2020 | Altair Engineering | ALTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/7/2020 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/7/2020 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2020 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2020 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2020 | NortonLifelock | NLOK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/5/2020 | Tableau Software | DATA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2020 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2020 | Mimecast Limited | MIME | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2020 | RealPage | RP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2020 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2020 | PTC Inc. | PTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/30/2020 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2020 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2020 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/23/2020 | Checkpoint Software | CHKP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/20/2020 | Citrix Systems | CTXS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/20/2020 | Checkpoint Software | CHKP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/17/2020 | RealPage | RP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/13/2020 | Ping Identity Holding Corp. | PING | Maintain | Outperform (N/A) |
|
Details | ||
| 7/9/2020 | PTC Inc. | PTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/6/2020 | Zscaler | ZS | New Coverage | Outperform (N/A) |
111.51 (164.06) |
47.13% | Details | |
| 7/6/2020 | Okta, Inc | OKTA | New Coverage | Outperform (N/A) |
210.92 (80.72) |
-61.73% | Details | |
| 6/12/2020 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2020 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2020 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2020 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2020 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2020 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2020 | Ping Identity Holding Corp. | PING | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2020 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2020 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2020 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2020 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2020 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2020 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2020 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2020 | Palo Alto Networks | PANW | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/19/2020 | Palo Alto Networks | PANW | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/15/2020 | NortonLifelock | NLOK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/13/2020 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2020 | Mimecast Limited | MIME | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2020 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/8/2020 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2020 | Qualys | QLYS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/8/2020 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2020 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2020 | NetScout | NTCT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/7/2020 | RealPage | RP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2020 | NortonLifelock | NLOK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2020 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2020 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2020 | PTC Inc. | PTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/28/2020 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/28/2020 | Checkpoint Software | CHKP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/24/2020 | Citrix Systems | CTXS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/20/2020 | Citrix Systems | CTXS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/7/2020 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2020 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2020 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2020 | Ping Identity Holding Corp. | PING | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2020 | CrowdStrike Holdings | CRWD | Upgrade | Outperform (Sector Perform) |
37.82 (428.99) |
1034.29% | Details | |
| 3/11/2020 | PTC Inc. | PTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/5/2020 | Ping Identity Holding Corp. | PING | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2020 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2020 | Ping Identity Holding Corp. | PING | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2020 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2020 | Altair Engineering | ALTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/27/2020 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2020 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2020 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2020 | Palo Alto Networks | PANW | Downgrade | Sector Perform (Outperform) |
237.33 (165.05) |
-30.46% | Details | |
| 2/24/2020 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2020 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2020 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2020 | Datadog | DDOG | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/14/2020 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2020 | Qualys | QLYS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/13/2020 | Qualys | QLYS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/11/2020 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2020 | Datadog | DDOG | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/7/2020 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2020 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/7/2020 | NortonLifelock | NLOK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/7/2020 | Mimecast Limited | MIME | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2020 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2020 | NortonLifelock | NLOK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/3/2020 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2020 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2020 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/23/2020 | PTC Inc. | PTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/23/2020 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2020 | Citrix Systems | CTXS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/22/2020 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2020 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2020 | Citrix Systems | CTXS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2020 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2019 | Zoom Video | ZM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 12/6/2019 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2019 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2019 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/27/2019 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/27/2019 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2019 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2019 | Splunk | SPLK | Maintain | (Outperform) |
|
Details | ||
| 11/14/2019 | Ping Identity Holding Corp. | PING | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2019 | Datadog | DDOG | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/11/2019 | Carbonite | CARB | Downgrade | Sector Perform (Outperform) |
18.40 (22.98) |
24.89% | Details | |
| 11/8/2019 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/8/2019 | Mimecast Limited | MIME | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2019 | Cloudflare Inc. | NET | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2019 | Altair Engineering | ALTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/8/2019 | NortonLifelock | NLOK | New Coverage | Sector Perform (N/A) |
24.34 (21.66) |
-11.01% | Details | |
| 11/7/2019 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2019 | RealPage | RP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2019 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2019 | Dynatrace Inc. | DT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2019 | Cision Ltd | CISN | Downgrade | Sector Perform (Outperform) |
8.45 (9.99) |
18.22% | Details | |
| 10/14/2019 | Ping Identity Holding Corp. | PING | New Coverage | Outperform (N/A) |
16.46 (28.50) |
73.15% | Details | |
| 10/14/2019 | Datadog | DDOG | New Coverage | Sector Perform (N/A) |
35.67 (125.75) |
252.54% | Details | |
| 10/8/2019 | Cloudflare Inc. | NET | New Coverage | Outperform (N/A) |
17.04 (195.19) |
1045.48% | Details | |
| 9/9/2019 | Pivotal Software Inc | PVTL | Downgrade | Sector Perform (Outperform) |
14.95 (15.00) |
0.33% | Details | |
| 9/6/2019 | CrowdStrike Holdings | CRWD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/5/2019 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2019 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2019 | VMware | VMW | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/29/2019 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2019 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2019 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2019 | Dynatrace Inc. | DT | New Coverage | Outperform (N/A) |
23.90 (39.28) |
64.35% | Details | |
| 8/23/2019 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2019 | Pivotal Software Inc | PVTL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2019 | Elastic NV. | ESTC | Upgrade | Outperform (Sector Perform) |
86.41 (53.73) |
-37.82% | Details | |
| 8/14/2019 | PagerDuty | PD | Upgrade | Outperform (Sector Perform) |
36.20 (7.98) |
-77.96% | Details | |
| 8/12/2019 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2019 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2019 | Cision Ltd | CISN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2019 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/2/2019 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2019 | NetScout | NTCT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/30/2019 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2019 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2019 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2019 | F5 Networks | FFIV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/25/2019 | PTC Inc. | PTC | Downgrade | Sector Perform (Outperform) |
90.60 (162.71) |
79.59% | Details | |
| 7/22/2019 | ServiceNow | NOW | Maintain | Top Pick (N/A) |
|
Details | ||
| 7/19/2019 | CrowdStrike Holdings | CRWD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/13/2019 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/7/2019 | PagerDuty | PD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/7/2019 | Zoom Video | ZM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/6/2019 | SecureWorks | SCWX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/5/2019 | Pivotal Software Inc | PVTL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2019 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2019 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2019 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2019 | Zoom Video | ZM | New Coverage | Sector Perform (N/A) |
75.21 (92.69) |
23.24% | Details | |
| 5/10/2019 | Mimecast Limited | MIME | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2019 | Symantec | SYMC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/9/2019 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2019 | ServiceNow | NOW | Maintain | Top Pick (N/A) |
|
Details | ||
| 5/6/2019 | RealPage | RP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2019 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2019 | Qualys | QLYS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/30/2019 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2019 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2019 | LogMeIn | LOGM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/25/2019 | SolarWinds | SWI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2019 | ServiceNow | NOW | Maintain | Top Pick (N/A) |
|
Details | ||
| 4/22/2019 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2019 | Checkpoint Software | CHKP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/15/2019 | Pivotal Software Inc | PVTL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2019 | ServiceNow | NOW | Maintain | Top Pick (N/A) |
|
Details | ||
| 3/1/2019 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2019 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2019 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2019 | Altair Engineering | ALTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/28/2019 | Elastic NV. | ESTC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/27/2019 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2019 | RealPage | RP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2019 | Splunk | SPLK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2019 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2019 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2019 | Q2 Holdings | QTWO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2019 | LogMeIn | LOGM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/13/2019 | Qualys | QLYS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/12/2019 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2019 | Mimecast Limited | MIME | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2019 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2019 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2019 | Elastic NV. | ESTC | Downgrade | Sector Perform (Outperform) |
89.99 (86.41) |
-3.98% | Details | |
| 2/4/2019 | Teradata | TDC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/4/2019 | Tableau Software | DATA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/1/2019 | Symantec | SYMC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/1/2019 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2019 | ServiceNow | NOW | Maintain | Top Pick (N/A) |
|
Details | ||
| 12/20/2018 | Pivotal Software Inc | PVTL | Upgrade | Outperform (Sector Perform) |
15.49 (14.95) |
-3.49% | Details | |
| 12/10/2018 | Pivotal Software Inc | PVTL | Maintain | Sector Perform (N/A) |
|
Details | ||
| 12/7/2018 | SecureWorks | SCWX | Downgrade | Sector Perform (Outperform) |
17.58 (8.51) |
-51.59% | Details | |
| 12/6/2018 | Elastic NV. | ESTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2018 | Symantec | SYMC | Maintain | Sector Perform (Sector Perform) |
|
Details | ||
| 11/30/2018 | VMware | VMW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/28/2018 | Nutanix | NTNX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2018 | RealPage | RP | Upgrade | Outperform (Sector Perform) |
45.58 (88.72) |
94.65% | Details | |
| 11/13/2018 | SolarWinds | SWI | New Coverage | Outperform (N/A) |
15.07 (18.49) |
22.69% | Details | |
| 11/8/2018 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2018 | Tableau Software | DATA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/7/2018 | Rapid7 | RPD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2018 | Imperva | IMPV | Downgrade | Sector Perform (Outperform) |
55.54 (55.74) |
0.36% | Details | |
| 11/2/2018 | Symantec | SYMC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/2/2018 | RealPage | RP | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/2/2018 | Carbonite | CARB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2018 | Qualys | QLYS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/30/2018 | Elastic NV. | ESTC | New Coverage | Outperform (N/A) |
60.52 (89.99) |
48.69% | Details | |
| 10/29/2018 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2018 | Proofpoint | PFPT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2018 | ServiceNow | NOW | Maintain | Top Pick (N/A) |
|
Details | ||
| 10/25/2018 | Citrix Systems | CTXS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/11/2018 | Imperva | IMPV | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2018 | Carbonite | CARB | New Coverage | Outperform (N/A) |
34.73 (18.40) |
-47.02% | Details | |
| 9/13/2018 | Pivotal Software Inc | PVTL | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/10/2018 | Pivotal Software Inc | PVTL | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/7/2018 | Palo Alto Networks | PANW | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2018 | SecureWorks | SCWX | Maintain | Outperform (N/A) |
|
Details |
