Ratings by DA Davidson (Peter Heckmann)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/6/2026 | CPI Card Group | PMTS | Maintain | Buy (Buy) |
|
Details | ||
| 3/6/2026 | Guidewire | GWRE | Maintain | Buy (Buy) |
|
Details | ||
| 3/5/2026 | Euronet Worldwide | EEFT | Maintain | Buy (Buy) |
|
Details | ||
| 3/3/2026 | Guidewire | GWRE | Maintain | Buy (Buy) |
|
Details | ||
| 3/2/2026 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2026 | Clearwater Analytics Holdings | CWAN | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/20/2026 | Shift4 Payments | FOUR | Maintain | Buy (Buy) |
|
Details | ||
| 2/20/2026 | Alight Solutions | ALIT | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2026 | Tyler Tech | TYL | Maintain | Buy (Buy) |
|
Details | ||
| 2/17/2026 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2026 | Q2 Holdings | QTWO | Maintain | Buy (Buy) |
|
Details | ||
| 2/11/2026 | Tyler Tech | TYL | Upgrade | Buy (Neutral) |
360.51 (374.59) |
3.91% | Details | |
| 2/10/2026 | Alight Solutions | ALIT | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2026 | i3 Verticals | IIIV | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2026 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2026 | Jack Henry | JKHY | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2026 | Euronet Worldwide | EEFT | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2026 | Tyler Tech | TYL | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/3/2026 | Q2 Holdings | QTWO | Upgrade | Buy (Neutral) |
60.50 (52.85) |
-12.64% | Details | |
| 2/2/2026 | i3 Verticals | IIIV | Maintain | Buy (Buy) |
|
Details | ||
| 2/2/2026 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2026 | Jack Henry | JKHY | Maintain | Buy (Buy) |
|
Details | ||
| 1/22/2026 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2026 | Clearwater Analytics Holdings | CWAN | Downgrade | Neutral (Buy) |
24.14 (23.45) |
-2.86% | Details | |
| 1/8/2026 | Paysign Inc. | PAYS | Maintain | Buy (Buy) |
|
Details | ||
| 12/19/2025 | Alight Solutions | ALIT | Maintain | Buy (Buy) |
|
Details | ||
| 12/18/2025 | Shift4 Payments | FOUR | Maintain | Buy (Buy) |
|
Details | ||
| 12/17/2025 | Guidewire | GWRE | Upgrade | Buy (Neutral) |
193.59 (168.87) |
-12.77% | Details | |
| 12/12/2025 | i3 Verticals | IIIV | Maintain | Buy (Buy) |
|
Details | ||
| 12/10/2025 | Clearwater Analytics Holdings | CWAN | Maintain | Buy (Buy) |
|
Details | ||
| 12/9/2025 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2025 | Alight Solutions | ALIT | Maintain | Buy (Buy) |
|
Details | ||
| 12/4/2025 | Guidewire | GWRE | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/1/2025 | Guidewire | GWRE | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/25/2025 | Alight Solutions | ALIT | Maintain | Buy (Buy) |
|
Details | ||
| 11/18/2025 | i3 Verticals | IIIV | Maintain | Buy (Buy) |
|
Details | ||
| 11/18/2025 | Clearwater Analytics Holdings | CWAN | Maintain | Buy (Buy) |
|
Details | ||
| 11/17/2025 | i3 Verticals | IIIV | Maintain | Buy (Buy) |
|
Details | ||
| 11/14/2025 | Paysign Inc. | PAYS | Maintain | Buy (Buy) |
|
Details | ||
| 11/13/2025 | Clearwater Analytics Holdings | CWAN | Maintain | Buy (Buy) |
|
Details | ||
| 11/13/2025 | Repay | RPAY | Maintain | Buy (Buy) |
|
Details | ||
| 11/12/2025 | Shift4 Payments | FOUR | Maintain | Buy (Buy) |
|
Details | ||
| 11/12/2025 | Q2 Holdings | QTWO | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/6/2025 | Alight Solutions | ALIT | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | Toast Inc. | TOST | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/5/2025 | CPI Card Group | PMTS | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | Clearwater Analytics Holdings | CWAN | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | Tyler Tech | TYL | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/29/2025 | Guidewire | GWRE | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/29/2025 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2025 | Jack Henry | JKHY | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (Buy) |
|
Details | ||
| 10/24/2025 | Euronet Worldwide | EEFT | Maintain | Buy (Buy) |
|
Details | ||
| 10/22/2025 | Shift4 Payments | FOUR | Maintain | Buy (Buy) |
|
Details | ||
| 10/16/2025 | ACI Worldwide | ACIW | Maintain | Buy (Buy) |
|
Details | ||
| 10/13/2025 | Euronet Worldwide | EEFT | Maintain | Buy (Buy) |
|
Details | ||
| 10/10/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (Buy) |
|
Details | ||
| 10/10/2025 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2025 | Alight Solutions | ALIT | Maintain | Buy (Buy) |
|
Details | ||
| 10/3/2025 | Jack Henry | JKHY | Maintain | Buy (Buy) |
|
Details | ||
| 9/15/2025 | Euronet Worldwide | EEFT | Maintain | Buy (Buy) |
|
Details | ||
| 9/12/2025 | Euronet Worldwide | EEFT | Maintain | Buy (Buy) |
|
Details | ||
| 9/8/2025 | Guidewire | GWRE | Maintain | Neutral (N/A) |
|
Details | ||
| 8/27/2025 | Guidewire | GWRE | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/22/2025 | Jack Henry | JKHY | Maintain | Buy (Buy) |
|
Details | ||
| 8/21/2025 | Jack Henry | JKHY | Maintain | Hold (N/A) |
|
Details | ||
| 8/20/2025 | Jack Henry | JKHY | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2025 | i3 Verticals | IIIV | Maintain | Buy (Buy) |
|
Details | ||
| 8/13/2025 | Repay | RPAY | Maintain | Buy (Buy) |
|
Details | ||
| 8/12/2025 | i3 Verticals | IIIV | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2025 | Repay | RPAY | Maintain | Buy (Buy) |
|
Details | ||
| 8/12/2025 | Jack Henry | JKHY | Maintain | Buy (Buy) |
|
Details | ||
| 8/12/2025 | Clearwater Analytics Holdings | CWAN | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2025 | CPI Card Group | PMTS | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2025 | Paysign Inc. | PAYS | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | Alight Solutions | ALIT | Maintain | Buy (Buy) |
|
Details | ||
| 8/4/2025 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2025 | Q2 Holdings | QTWO | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/1/2025 | Euronet Worldwide | EEFT | Maintain | Buy (Buy) |
|
Details | ||
| 7/29/2025 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (Buy) |
|
Details | ||
| 7/23/2025 | Clearwater Analytics Holdings | CWAN | Maintain | Buy (Buy) |
|
Details | ||
| 7/22/2025 | Tyler Tech | TYL | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/22/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (Buy) |
|
Details | ||
| 7/21/2025 | Q2 Holdings | QTWO | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/21/2025 | Alight Solutions | ALIT | Maintain | Buy (Buy) |
|
Details | ||
| 7/17/2025 | Euronet Worldwide | EEFT | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2025 | ACI Worldwide | ACIW | Maintain | Buy (Buy) |
|
Details | ||
| 7/15/2025 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2025 | CPI Card Group | PMTS | Maintain | Buy (Buy) |
|
Details | ||
| 6/23/2025 | ACI Worldwide | ACIW | Maintain | Buy (Buy) |
|
Details | ||
| 6/13/2025 | Paysign Inc. | PAYS | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2025 | Shift4 Payments | FOUR | Maintain | Buy (Buy) |
|
Details | ||
| 6/4/2025 | Guidewire | GWRE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/4/2025 | Guidewire | GWRE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2025 | Shift4 Payments | FOUR | Maintain | Buy (Buy) |
|
Details | ||
| 5/27/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (Buy) |
|
Details | ||
| 5/22/2025 | Guidewire | GWRE | Downgrade | Neutral (Buy) |
210.84 (193.59) |
-8.18% | Details | |
| 5/13/2025 | Paysign Inc. | PAYS | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2025 | Repay | RPAY | Maintain | Buy (Buy) |
|
Details | ||
| 5/13/2025 | Toast Inc. | TOST | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/12/2025 | Alight Solutions | ALIT | Maintain | Buy (Buy) |
|
Details | ||
| 5/12/2025 | Open Lending | LPRO | Maintain | Buy (Buy) |
|
Details | ||
| 5/12/2025 | Q2 Holdings | QTWO | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/12/2025 | ACI Worldwide | ACIW | Upgrade | Buy (Neutral) |
46.56 (42.55) |
-8.61% | Details | |
| 5/8/2025 | Jack Henry | JKHY | Maintain | Buy (Buy) |
|
Details | ||
| 5/5/2025 | Clearwater Analytics Holdings | CWAN | Maintain | Buy (Buy) |
|
Details | ||
| 4/30/2025 | Shift4 Payments | FOUR | Maintain | Buy (Buy) |
|
Details | ||
| 4/30/2025 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2025 | i3 Verticals | IIIV | Maintain | Buy (Buy) |
|
Details | ||
| 4/29/2025 | Repay | RPAY | Maintain | Buy (Buy) |
|
Details | ||
| 4/29/2025 | Q2 Holdings | QTWO | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/28/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2025 | Tyler Tech | TYL | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/22/2025 | Shift4 Payments | FOUR | Maintain | Buy (Buy) |
|
Details | ||
| 4/15/2025 | Open Lending | LPRO | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2025 | Toast Inc. | TOST | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/15/2025 | Euronet Worldwide | EEFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2025 | Clearwater Analytics Holdings | CWAN | Maintain | Buy (Buy) |
|
Details | ||
| 4/1/2025 | Open Lending | LPRO | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2025 | Open Lending | LPRO | Maintain | Buy (Buy) |
|
Details | ||
| 3/26/2025 | Paysign Inc. | PAYS | Maintain | Buy (Buy) |
|
Details | ||
| 3/25/2025 | Alight Solutions | ALIT | Maintain | Buy (N/A) |
|
Details | ||
| 3/25/2025 | Paysign Inc. | PAYS | Maintain | Buy (N/A) |
|
Details | ||
| 3/19/2025 | Shift4 Payments | FOUR | Maintain | Buy (Buy) |
|
Details | ||
| 3/18/2025 | Shift4 Payments | FOUR | Maintain | Buy (Buy) |
|
Details | ||
| 3/17/2025 | Open Lending | LPRO | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2025 | Clearwater Analytics Holdings | CWAN | Maintain | Buy (Buy) |
|
Details | ||
| 3/7/2025 | Guidewire | GWRE | Maintain | Buy (Buy) |
|
Details | ||
| 3/6/2025 | Tyler Tech | TYL | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/4/2025 | CPI Card Group | PMTS | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2025 | Repay | RPAY | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2025 | Guidewire | GWRE | Maintain | Buy (Buy) |
|
Details | ||
| 2/28/2025 | ACI Worldwide | ACIW | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/27/2025 | Shift4 Payments | FOUR | Maintain | Buy (Buy) |
|
Details | ||
| 2/24/2025 | Alight Solutions | ALIT | Maintain | Buy (Buy) |
|
Details | ||
| 2/24/2025 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 2/24/2025 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2025 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 2/20/2025 | Clearwater Analytics Holdings | CWAN | Maintain | Buy (Buy) |
|
Details | ||
| 2/19/2025 | Toast Inc. | TOST | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/19/2025 | Shift4 Payments | FOUR | Maintain | Buy (Buy) |
|
Details | ||
| 2/14/2025 | Tyler Tech | TYL | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/13/2025 | Euronet Worldwide | EEFT | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2025 | Shift4 Payments | FOUR | Maintain | Buy (Buy) |
|
Details | ||
| 2/10/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2025 | i3 Verticals | IIIV | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2025 | Alight Solutions | ALIT | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2025 | Jack Henry | JKHY | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2025 | Toast Inc. | TOST | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/3/2025 | Tyler Tech | TYL | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/30/2025 | Tyler Tech | TYL | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/28/2025 | Jack Henry | JKHY | Maintain | Buy (Buy) |
|
Details | ||
| 1/28/2025 | Euronet Worldwide | EEFT | Maintain | Buy (Buy) |
|
Details | ||
| 1/14/2025 | Clearwater Analytics Holdings | CWAN | Upgrade | Buy (Neutral) |
25.90 (24.14) |
-6.8% | Details | |
| 1/14/2025 | Guidewire | GWRE | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2024 | Guidewire | GWRE | Maintain | Buy (N/A) |
|
Details | ||
| 12/5/2024 | Toast Inc. | TOST | Downgrade | Neutral (Buy) |
44.00 (30.29) |
-31.16% | Details | |
| 12/4/2024 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | Guidewire | GWRE | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2024 | CPI Card Group | PMTS | New Coverage | Buy (N/A) |
27.75 (15.52) |
-44.07% | Details | |
| 11/14/2024 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2024 | Repay | RPAY | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2024 | Toast Inc. | TOST | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2024 | Q2 Holdings | QTWO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | ACI Worldwide | ACIW | Downgrade | Neutral (Buy) |
59.20 (46.56) |
-21.35% | Details | |
| 11/8/2024 | Clearwater Analytics Holdings | CWAN | Downgrade | Neutral (Buy) |
32.79 (25.90) |
-21.01% | Details | |
| 10/29/2024 | Toast Inc. | TOST | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2024 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2024 | AppFolio | APPF | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2024 | Q2 Holdings | QTWO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2024 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2024 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2024 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/15/2024 | ACI Worldwide | ACIW | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2024 | Euronet Worldwide | EEFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2024 | AppFolio | APPF | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2024 | i3 Verticals | IIIV | Maintain | Buy (N/A) |
|
Details | ||
| 9/23/2024 | Q2 Holdings | QTWO | Maintain | Neutral (N/A) |
|
Details | ||
| 9/19/2024 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2024 | Envestnet | ENV | Maintain | Neutral (N/A) |
|
Details | ||
| 9/13/2024 | Open Lending | LPRO | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2024 | Guidewire | GWRE | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2024 | Guidewire | GWRE | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2024 | AppFolio | APPF | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2024 | i3 Verticals | IIIV | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2024 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2024 | ACI Worldwide | ACIW | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2024 | ACI Worldwide | ACIW | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2024 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2024 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2024 | AppFolio | APPF | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2024 | Paysign Inc. | PAYS | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2024 | Q2 Holdings | QTWO | Downgrade | Neutral (Buy) |
70.02 (60.50) |
-13.6% | Details | |
| 7/23/2024 | ACI Worldwide | ACIW | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2024 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2024 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2024 | Envestnet | ENV | Downgrade | Neutral (Buy) |
61.62 (63.14) |
2.47% | Details | |
| 7/9/2024 | Envestnet | ENV | Maintain | Buy (Buy) |
|
Details | ||
| 7/8/2024 | Toast Inc. | TOST | Maintain | Buy (Buy) |
|
Details | ||
| 6/5/2024 | Guidewire | GWRE | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2024 | Alight Solutions | ALIT | Maintain | Buy (N/A) |
|
Details | ||
| 5/13/2024 | Envestnet | ENV | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2024 | Toast Inc. | TOST | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2024 | Euronet Worldwide | EEFT | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2024 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2024 | ACI Worldwide | ACIW | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2024 | Paysign Inc. | PAYS | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2024 | AppFolio | APPF | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2024 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/2/2024 | Envestnet | ENV | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2024 | Paysign Inc. | PAYS | Maintain | Buy (N/A) |
|
Details | ||
| 3/25/2024 | Paysign Inc. | PAYS | Maintain | Buy (N/A) |
|
Details | ||
| 3/20/2024 | Alight Solutions | ALIT | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2024 | Guidewire | GWRE | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2024 | ACI Worldwide | ACIW | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | Clearwater Analytics Holdings | CWAN | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2024 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2024 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2024 | Envestnet | ENV | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2024 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/20/2024 | Toast Inc. | TOST | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2024 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2024 | Jack Henry | JKHY | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2024 | Euronet Worldwide | EEFT | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2024 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2024 | ACI Worldwide | ACIW | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2024 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2023 | Jack Henry | JKHY | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2023 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 11/29/2023 | Guidewire | GWRE | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2023 | Toast Inc. | TOST | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2023 | Open Lending | LPRO | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2023 | AppFolio | APPF | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2023 | Toast Inc. | TOST | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2023 | AppFolio | APPF | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2023 | Coursera Inc | COUR | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2023 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2023 | Euronet Worldwide | EEFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2023 | Envestnet | ENV | Maintain | Buy (N/A) |
|
Details | ||
| 9/27/2023 | Jack Henry | JKHY | Upgrade | Buy (Neutral) |
147.54 (171.83) |
16.46% | Details | |
| 9/11/2023 | Guidewire | GWRE | Maintain | Buy (N/A) |
|
Details | ||
| 9/8/2023 | Clearwater Analytics Holdings | CWAN | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2023 | AppFolio | APPF | Upgrade | Buy (Neutral) |
192.18 (191.17) |
-0.53% | Details | |
| 8/17/2023 | Jack Henry | JKHY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/15/2023 | Paysign Inc. | PAYS | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2023 | Toast Inc. | TOST | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2023 | Open Lending | LPRO | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2023 | Envestnet | ENV | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2023 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2023 | AppFolio | APPF | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2023 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2023 | Euronet Worldwide | EEFT | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2023 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2023 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 5/31/2023 | Guidewire | GWRE | Maintain | Buy (N/A) |
|
Details | ||
| 5/24/2023 | Toast Inc. | TOST | New Coverage | Buy (N/A) |
20.52 (44.00) |
114.42% | Details | |
| 5/15/2023 | Paysign Inc. | PAYS | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2023 | Shift4 Payments | FOUR | New Coverage | Buy (N/A) |
61.87 (47.87) |
-22.63% | Details | |
| 5/11/2023 | Open Lending | LPRO | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2023 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2023 | AppFolio | APPF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2023 | Tyler Tech | TYL | Downgrade | Neutral (Buy) |
386.20 (360.51) |
-6.65% | Details | |
| 4/26/2023 | Jack Henry | JKHY | Maintain | Neutral (N/A) |
|
Details | ||
| 3/17/2023 | Paysign Inc. | PAYS | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2023 | ACI Worldwide | ACIW | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2023 | Repay | RPAY | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2023 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2023 | Open Lending | LPRO | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2023 | Jack Henry | JKHY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2023 | Alight Solutions | ALIT | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2023 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 1/18/2023 | Paya Holdings | PAYA | Downgrade | Neutral (Buy) |
9.70 (9.74) |
0.41% | Details | |
| 1/4/2023 | Envestnet | ENV | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2022 | Guidewire | GWRE | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2022 | Repay | RPAY | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2022 | Jack Henry | JKHY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2022 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Open Lending | LPRO | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2022 | ACI Worldwide | ACIW | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2022 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2022 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2022 | AppFolio | APPF | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2022 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/4/2022 | Envestnet | ENV | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2022 | Jack Henry | JKHY | Downgrade | Neutral (Buy) |
210.84 (171.83) |
-18.5% | Details | |
| 8/1/2022 | Open Lending | LPRO | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2022 | Coursera Inc | COUR | Maintain | Buy (N/A) |
|
Details | ||
| 7/1/2022 | Envestnet | ENV | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2022 | AppFolio | APPF | Maintain | Neutral (N/A) |
|
Details | ||
| 3/1/2022 | AppFolio | APPF | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2022 | Envestnet | ENV | Upgrade | Buy (Neutral) |
71.70 (61.62) |
-14.06% | Details | |
| 2/22/2022 | Repay | RPAY | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2022 | Clearwater Analytics Holdings | CWAN | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2022 | Jack Henry | JKHY | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2021 | Guidewire | GWRE | Maintain | Buy (N/A) |
|
Details | ||
| 9/2/2021 | Open Lending | LPRO | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2021 | Paysign Inc. | PAYS | Upgrade | Buy (Neutral) |
2.47 (3.80) |
53.85% | Details | |
| 8/12/2021 | Open Lending | LPRO | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2021 | Alight Solutions | ALIT | New Coverage | Buy (N/A) |
9.11 (0.93) |
-89.79% | Details | |
| 6/29/2021 | Coursera Inc | COUR | New Coverage | Buy (N/A) |
41.97 (6.16) |
-85.32% | Details | |
| 6/4/2021 | Guidewire | GWRE | New Coverage | Buy (N/A) |
101.35 (210.84) |
108.03% | Details | |
| 5/13/2021 | Q2 Holdings | QTWO | Upgrade | Buy (Hold) |
90.78 (70.02) |
-22.87% | Details | |
| 5/11/2021 | AppFolio | APPF | Upgrade | Neutral (Underperform) |
127.36 (191.17) |
50.1% | Details | |
| 3/26/2021 | Paysign Inc. | PAYS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/10/2021 | Open Lending | LPRO | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2020 | Cardtronics Inc | CATM | Downgrade | Neutral (Buy) |
35.67 (39.01) |
9.36% | Details | |
| 11/18/2020 | Paysign Inc. | PAYS | Downgrade | Neutral (Buy) |
5.74 (3.80) |
-33.8% | Details | |
| 11/9/2020 | Jack Henry | JKHY | Upgrade | Buy (Hold) |
157.16 (171.83) |
9.33% | Details | |
| 10/28/2020 | NIC Inc. | EGOV | Upgrade | Buy (Neutral) |
20.99 (34.00) |
61.98% | Details | |
| 7/27/2020 | Envestnet | ENV | Maintain | Neutral (N/A) |
|
Details | ||
| 6/26/2020 | FactSet Research Systems | FDS | Maintain | Neutral (N/A) |
|
Details | ||
| 6/17/2020 | Repay | RPAY | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2020 | AppFolio | APPF | Downgrade | Underperform (Neutral) |
107.80 (191.17) |
77.34% | Details | |
| 5/4/2020 | Bottomline Technologies | EPAY | Downgrade | Neutral (Buy) |
39.81 (56.99) |
43.15% | Details | |
| 4/29/2020 | RealPage | RP | Downgrade | Neutral (Buy) |
62.92 (88.72) |
41% | Details | |
| 4/17/2020 | Repay | RPAY | New Coverage | Buy (N/A) |
15.35 (2.94) |
-80.85% | Details | |
| 4/9/2020 | NIC Inc. | EGOV | Downgrade | Neutral (Buy) |
24.20 (20.99) |
-13.26% | Details | |
| 3/23/2020 | Euronet Worldwide | EEFT | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2020 | Bottomline Technologies | EPAY | Upgrade | Buy (Neutral) |
31.76 (39.81) |
25.35% | Details | |
| 3/19/2020 | NIC Inc. | EGOV | Upgrade | Buy (Neutral) |
17.50 (34.00) |
94.29% | Details | |
| 3/17/2020 | AppFolio | APPF | Upgrade | Neutral (Underperform) |
84.99 (107.80) |
26.84% | Details | |
| 3/12/2020 | Q2 Holdings | QTWO | Upgrade | Neutral (Underperform) |
69.24 (52.85) |
-23.67% | Details | |
| 2/28/2020 | RealPage | RP | Upgrade | Buy (Neutral) |
55.05 (88.72) |
61.16% | Details | |
| 2/28/2020 | i3 Verticals | IIIV | Upgrade | Buy (Neutral) |
28.37 (23.51) |
-17.13% | Details | |
| 2/19/2020 | Envestnet | ENV | Downgrade | Neutral (Buy) |
87.67 (63.14) |
-27.98% | Details | |
| 2/13/2020 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2020 | i3 Verticals | IIIV | Downgrade | Neutral (Buy) |
35.21 (28.37) |
-19.43% | Details | |
| 2/11/2020 | Euronet Worldwide | EEFT | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2020 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2020 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2020 | Envestnet | ENV | Maintain | Buy (N/A) |
|
Details | ||
| 1/2/2020 | Bottomline Technologies | EPAY | Maintain | Neutral (N/A) |
|
Details | ||
| 12/20/2019 | Euronet Worldwide | EEFT | Maintain | Buy (N/A) |
|
Details | ||
| 12/20/2019 | Cardtronics Inc | CATM | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2019 | Cardtronics Inc | CATM | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2019 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2019 | Euronet Worldwide | EEFT | Upgrade | Buy (Neutral) |
139.17 (73.33) |
-47.31% | Details | |
| 10/18/2019 | SS&C Technologies Holdings, Inc. | SSNC | Upgrade | Buy (Neutral) |
50.06 (75.79) |
51.4% | Details | |
| 10/1/2019 | Envestnet | ENV | Upgrade | Buy (Neutral) |
56.70 (87.67) |
54.62% | Details | |
| 9/17/2019 | NIC Inc. | EGOV | Downgrade | Neutral (Buy) |
21.79 (17.50) |
-19.69% | Details | |
| 8/9/2019 | Bottomline Technologies | EPAY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2019 | NIC Inc. | EGOV | Upgrade | Buy (Neutral) |
18.34 (21.79) |
18.81% | Details | |
| 7/30/2019 | SS&C Technologies Holdings, Inc. | SSNC | Downgrade | Neutral (Buy) |
59.69 (50.06) |
-16.13% | Details | |
| 7/30/2019 | AppFolio | APPF | Downgrade | Underperform (Neutral) |
105.80 (84.99) |
-19.67% | Details | |
| 6/13/2019 | Euronet Worldwide | EEFT | Downgrade | Neutral (Buy) |
161.35 (139.17) |
-13.75% | Details | |
| 5/31/2019 | Cardtronics Inc | CATM | New Coverage | Buy (N/A) |
30.40 (39.01) |
28.32% | Details | |
| 5/15/2019 | i3 Verticals | IIIV | Maintain | Buy (Buy) |
|
Details | ||
| 5/1/2019 | Euronet Worldwide | EEFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2019 | NIC Inc. | EGOV | Maintain | Neutral (N/A) |
|
Details | ||
| 4/5/2019 | Euronet Worldwide | EEFT | Maintain | Buy (N/A) |
|
Details | ||
| 3/28/2019 | RealPage | RP | New Coverage | Neutral (N/A) |
61.26 (88.72) |
44.83% | Details | |
| 3/20/2019 | Envestnet | ENV | Downgrade | Neutral (Buy) |
66.38 (56.70) |
-14.58% | Details | |
| 3/1/2019 | AppFolio | APPF | Maintain | Neutral (N/A) |
|
Details | ||
| 3/1/2019 | ACI Worldwide | ACIW | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2019 | Tyler Tech | TYL | Downgrade | Neutral (Buy) |
213.19 (374.59) |
75.71% | Details | |
| 2/15/2019 | Q2 Holdings | QTWO | Downgrade | Underperform (Neutral) |
65.22 (52.85) |
-18.97% | Details | |
| 12/21/2018 | Tyler Tech | TYL | Upgrade | Buy (Neutral) |
182.69 (213.19) |
16.69% | Details | |
| 12/6/2018 | AppFolio | APPF | New Coverage | Neutral (N/A) |
60.30 (105.80) |
75.46% | Details | |
| 11/16/2018 | SS&C Technologies Holdings, Inc. | SSNC | Upgrade | Buy (Neutral) |
46.72 (59.69) |
27.76% | Details | |
| 11/8/2018 | Envestnet | ENV | Upgrade | Buy (Neutral) |
52.80 (66.38) |
25.72% | Details | |
| 10/24/2018 | i3 Verticals | IIIV | New Coverage | Buy (N/A) |
21.77 (35.21) |
61.74% | Details | |
| 10/4/2018 | Euronet Worldwide | EEFT | Maintain | Buy (N/A) |
|
Details | ||
| 9/11/2018 | Bottomline Technologies | EPAY | New Coverage | Neutral (N/A) |
66.30 (56.99) |
-14.04% | Details | |
| 9/7/2018 | SS&C Technologies Holdings, Inc. | SSNC | Downgrade | Neutral (Buy) |
55.13 (46.72) |
-15.25% | Details | |
| 8/23/2018 | Jack Henry | JKHY | Maintain | Neutral (N/A) |
|
Details |
