Ratings by Barclays (Raimo Lenschow)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/6/2026 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/5/2026 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2026 | GitLab Inc | GTLB | Maintain | Underweight (N/A) |
|
Details | ||
| 3/3/2026 | MongoDB | MDB | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/2/2026 | Sprout Social Inc. | SPT | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/27/2026 | Elastic NV. | ESTC | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2026 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/26/2026 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2026 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2026 | DigitalOcean | DOCN | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/20/2026 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 2/19/2026 | Similarweb Ltd | SMWB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2026 | Commerce.com | CMRC | Maintain | Underweight (N/A) |
|
Details | ||
| 2/12/2026 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/12/2026 | Pegasystems | PEGA | Upgrade | Overweight (Equalweight) |
43.03 (47.24) |
9.78% | Details | |
| 2/11/2026 | ZoomInfo Technologies | GTM | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2026 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 2/11/2026 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2026 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2026 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2026 | Paylocity Holding | PCTY | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2026 | Lightspeed POS Inc. | LSPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2026 | Open Text | OTEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/2/2026 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | ZoomInfo Technologies | GTM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2026 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2026 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 1/12/2026 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | Similarweb Ltd | SMWB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | Paylocity Holding | PCTY | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2026 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2026 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | Lightspeed POS Inc. | LSPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2026 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2026 | CoreWeave | CRWV | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2026 | Commerce.com | CMRC | Maintain | Underweight (N/A) |
|
Details | ||
| 1/12/2026 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/12/2026 | Snowflake Inc. | SNOW | Downgrade | Equalweight (Overweight) |
223.79 (180.48) |
-19.35% | Details | |
| 1/12/2026 | GitLab Inc | GTLB | Downgrade | Underweight (Equalweight) |
35.55 (24.91) |
-29.93% | Details | |
| 1/12/2026 | DoubleVerify | DV | Downgrade | Equalweight (Overweight) |
10.92 (11.01) |
0.82% | Details | |
| 1/12/2026 | Descartes | DSGX | Upgrade | Overweight (Equalweight) |
85.61 (71.74) |
-16.2% | Details | |
| 12/12/2025 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2025 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2025 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2025 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/4/2025 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2025 | Descartes | DSGX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/2/2025 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2025 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2025 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/12/2025 | CoreWeave | CRWV | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/10/2025 | DoubleVerify | DV | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2025 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2025 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 11/6/2025 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2025 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2025 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 11/4/2025 | ZoomInfo Technologies | GTM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2025 | Confluent Inc | CFLT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2025 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2025 | Paylocity Holding | PCTY | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2025 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2025 | Open Text | OTEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2025 | Commerce.com | CMRC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/17/2025 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2025 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/25/2025 | CoreWeave | CRWV | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/18/2025 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2025 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 9/15/2025 | CoreWeave | CRWV | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/10/2025 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2025 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2025 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2025 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2025 | Elastic NV. | ESTC | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/28/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2025 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2025 | Workday | WDAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/22/2025 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2025 | Dayforce | DAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/18/2025 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2025 | salesforce.com | CRM | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/18/2025 | Braze Inc | BRZE | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/14/2025 | Similarweb Ltd | SMWB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2025 | Open Text | OTEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2025 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2025 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2025 | Dayforce | DAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2025 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 8/6/2025 | Paylocity Holding | PCTY | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2025 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2025 | DoubleVerify | DV | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2025 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2025 | ZoomInfo Technologies | GTM | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2025 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2025 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/21/2025 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/21/2025 | Paylocity Holding | PCTY | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/21/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2025 | Jamf Holding Corp. | JAMF | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/21/2025 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2025 | CoreWeave | CRWV | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/21/2025 | Confluent Inc | CFLT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/7/2025 | CoreWeave | CRWV | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/30/2025 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2025 | CoreWeave | CRWV | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/23/2025 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/11/2025 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2025 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2025 | Descartes | DSGX | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/4/2025 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/2/2025 | CoreWeave | CRWV | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/30/2025 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/30/2025 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2025 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2025 | CoreWeave | CRWV | Downgrade | Equalweight (Overweight) |
100.16 (72.99) |
-27.13% | Details | |
| 5/23/2025 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2025 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2025 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2025 | Similarweb Ltd | SMWB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2025 | CoreWeave | CRWV | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2025 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/14/2025 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2025 | ZoomInfo Technologies | ZI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2025 | CoreWeave | CRWV | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2025 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2025 | Dayforce | DAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/7/2025 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 5/7/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2025 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2025 | Jamf Holding Corp. | JAMF | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2025 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2025 | Paylocity Holding | PCTY | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2025 | Confluent Inc | CFLT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2025 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2025 | Rackspace Technology Inc. | RXT | Maintain | Underweight (N/A) |
|
Details | ||
| 4/24/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2025 | SAP AG | SAP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/24/2025 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2025 | CoreWeave | CRWV | New Coverage | Overweight (N/A) |
39.09 (72.99) |
86.72% | Details | |
| 4/21/2025 | ZoomInfo Technologies | ZI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/21/2025 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/21/2025 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2025 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/21/2025 | Paylocity Holding | PCTY | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/21/2025 | Open Text | OTEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/21/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/21/2025 | Lightspeed POS Inc. | LSPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/21/2025 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2025 | Jamf Holding Corp. | JAMF | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/21/2025 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/21/2025 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2025 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2025 | DoubleVerify | DV | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2025 | Dayforce | DAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/21/2025 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2025 | Confluent Inc | CFLT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2025 | BigCommerce Holdings | BIGC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/21/2025 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 3/28/2025 | Lightspeed POS Inc. | LSPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/13/2025 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/11/2025 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2025 | MongoDB | MDB | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/6/2025 | Descartes | DSGX | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2025 | ZoomInfo Technologies | ZI | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/26/2025 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2025 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2025 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2025 | Similarweb Ltd | SMWB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2025 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2025 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2025 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/12/2025 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 2/12/2025 | Freshworks Inc | FRSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/12/2025 | Confluent Inc | CFLT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2025 | Paylocity Holding | PCTY | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2025 | Open Text | OTEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2025 | Lightspeed POS Inc. | LSPD | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2025 | Dayforce | DAY | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/30/2025 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2025 | ZoomInfo Technologies | ZI | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2025 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2025 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2025 | DoubleVerify | DV | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2025 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/10/2025 | Snowflake Inc. | SNOW | Upgrade | Overweight (Equalweight) |
158.84 (180.48) |
13.62% | Details | |
| 1/10/2025 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2025 | Lightspeed POS Inc. | LSPD | Downgrade | Equalweight (Overweight) |
15.55 (9.57) |
-38.46% | Details | |
| 1/10/2025 | Jamf Holding Corp. | JAMF | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/10/2025 | Dayforce | DAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/10/2025 | BigCommerce Holdings | BIGC | Downgrade | Underweight (Equalweight) |
6.39 (4.78) |
-25.2% | Details | |
| 12/10/2024 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | ZoomInfo Technologies | ZI | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2024 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2024 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 12/6/2024 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2024 | Paylocity Holding | PCTY | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2024 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2024 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | Klaviyo Inc | KVYO | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/6/2024 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2024 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | DoubleVerify | DV | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | Dayforce | DAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2024 | Datadog | DDOG | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/6/2024 | Confluent Inc | CFLT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 12/5/2024 | Sprinklr Inc | CXM | Maintain | Underweight (N/A) |
|
Details | ||
| 12/4/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/25/2024 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2024 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/18/2024 | Rackspace Technology Inc. | RXT | Maintain | Underweight (N/A) |
|
Details | ||
| 11/15/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2024 | MongoDB | MDB | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/15/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2024 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2024 | Descartes | DSGX | Upgrade | Equalweight (Underweight) |
115.95 (71.74) |
-38.13% | Details | |
| 11/15/2024 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2024 | Similarweb Ltd | SMWB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2024 | Dayforce | DAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2024 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2024 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 11/1/2024 | Open Text | OTEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2024 | Paylocity Holding | PCTY | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2024 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2024 | Dayforce | DAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2024 | Confluent Inc | CFLT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2024 | Verisk Analytics | VRSK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2024 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/24/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2024 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2024 | Descartes | DSGX | Maintain | Underweight (N/A) |
|
Details | ||
| 10/11/2024 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2024 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2024 | Paylocity Holding | PCTY | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2024 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2024 | DoubleVerify | DV | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2024 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | Sprinklr Inc | CXM | Downgrade | Underweight (Overweight) |
7.17 (5.95) |
-17.02% | Details | |
| 10/7/2024 | Elastic NV. | ESTC | Upgrade | Overweight (Equalweight) |
76.20 (53.73) |
-29.49% | Details | |
| 10/7/2024 | Dynatrace Inc. | DT | Upgrade | Overweight (Equalweight) |
52.77 (39.28) |
-25.56% | Details | |
| 10/7/2024 | Couchbase Inc | BASE | Upgrade | Overweight (Equalweight) |
14.37 (24.51) |
70.56% | Details | |
| 9/30/2024 | SAP AG | SAP | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/25/2024 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/20/2024 | Elastic NV. | ESTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/13/2024 | Verisk Analytics | VRSK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/13/2024 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2024 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2024 | Elastic NV. | ESTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/23/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2024 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/19/2024 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/19/2024 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/19/2024 | Couchbase Inc | BASE | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/13/2024 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2024 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2024 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2024 | Similarweb Ltd | SMWB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2024 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2024 | ZoomInfo Technologies | ZI | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2024 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 8/5/2024 | Paylocity Holding | PCTY | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/5/2024 | Open Text | OTEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/5/2024 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/5/2024 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 8/1/2024 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | Dayforce | DAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | Confluent Inc | CFLT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2024 | Freshworks Inc | FRSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/26/2024 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2024 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2024 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2024 | Paylocity Holding | PCTY | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/16/2024 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/16/2024 | DoubleVerify | DV | Maintain | Overweight (N/A) |
|
Details | ||
| 7/2/2024 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2024 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2024 | Klaviyo Inc | KVYO | Upgrade | Overweight (Equalweight) |
22.55 (20.98) |
-6.96% | Details | |
| 6/10/2024 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2024 | Sprinklr Inc | CXM | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2024 | Couchbase Inc | BASE | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/5/2024 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/31/2024 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2024 | Elastic NV. | ESTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/30/2024 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/30/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/24/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2024 | WalkMe Ltd. | WKME | Maintain | Underweight (N/A) |
|
Details | ||
| 5/23/2024 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/17/2024 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/17/2024 | Descartes | DSGX | Maintain | Underweight (N/A) |
|
Details | ||
| 5/16/2024 | Dynatrace Inc. | DT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2024 | Klaviyo Inc | KVYO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2024 | ZoomInfo Technologies | ZI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2024 | DoubleVerify | DV | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2024 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2024 | Confluent Inc | CFLT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2024 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 5/3/2024 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | Paylocity Holding | PCTY | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2024 | Open Text | OTEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2024 | Freshworks Inc | FRSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2024 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 5/2/2024 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/24/2024 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2024 | Skillsoft Corp. | SKIL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2024 | ZoomInfo Technologies | ZI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/15/2024 | WalkMe Ltd. | WKME | Maintain | Underweight (N/A) |
|
Details | ||
| 4/15/2024 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/15/2024 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/15/2024 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/15/2024 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 4/3/2024 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/28/2024 | Sprinklr Inc | CXM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/20/2024 | Dynatrace Inc. | DT | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/15/2024 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/14/2024 | Jamf Holding Corp. | JAMF | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/12/2024 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2024 | Couchbase Inc | BASE | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/1/2024 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/1/2024 | Elastic NV. | ESTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/29/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/29/2024 | DoubleVerify | DV | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2024 | Jamf Holding Corp. | JAMF | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/28/2024 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/21/2024 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2024 | Skillsoft Corp. | SKIL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2024 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/20/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2024 | Elastic NV. | ESTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/20/2024 | Descartes | DSGX | Maintain | Underweight (N/A) |
|
Details | ||
| 2/20/2024 | Couchbase Inc | BASE | Downgrade | Equalweight (Overweight) |
28.07 (24.51) |
-12.68% | Details | |
| 2/16/2024 | Applied Materials | AMAT | Maintain | Underweight (N/A) |
|
Details | ||
| 2/15/2024 | Similarweb Ltd | SMWB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2024 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2024 | ZoomInfo Technologies | ZI | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/13/2024 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 2/9/2024 | Paylocity Holding | PCTY | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/9/2024 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | Dynatrace Inc. | DT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2024 | Confluent Inc | CFLT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2024 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2024 | Applied Materials | AMAT | Maintain | Underweight (N/A) |
|
Details | ||
| 1/12/2024 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2024 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2024 | Klaviyo Inc | KVYO | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2024 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2024 | DoubleVerify | DV | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2024 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2024 | Appian Corp. | APPN | Maintain | Underweight (Underweight) |
|
Details | ||
| 1/12/2024 | ZoomInfo Technologies | ZI | Downgrade | Equalweight (Overweight) |
16.15 (10.31) |
-36.16% | Details | |
| 1/12/2024 | WalkMe Ltd. | WKME | Downgrade | Underweight (Equalweight) |
10.76 (13.95) |
29.65% | Details | |
| 1/12/2024 | Snowflake Inc. | SNOW | Downgrade | Equalweight (Overweight) |
197.40 (180.48) |
-8.57% | Details | |
| 1/12/2024 | Pegasystems | PEGA | Upgrade | Equalweight (Underweight) |
46.75 (43.03) |
-7.96% | Details | |
| 1/12/2024 | Jamf Holding Corp. | JAMF | Downgrade | Equalweight (Overweight) |
19.05 (13.05) |
-31.5% | Details | |
| 1/12/2024 | Elastic NV. | ESTC | Downgrade | Equalweight (Overweight) |
108.04 (53.73) |
-50.27% | Details | |
| 12/11/2023 | Sprinklr Inc | CXM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2023 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2023 | Skillsoft Corp. | SKIL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2023 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/29/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/29/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2023 | Jamf Holding Corp. | JAMF | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2023 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2023 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2023 | Freshworks Inc | FRSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2023 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2023 | Rackspace Technology Inc. | RXT | Maintain | Underweight (N/A) |
|
Details | ||
| 10/16/2023 | Klaviyo Inc | KVYO | New Coverage | Equalweight (N/A) |
33.02 (22.55) |
-31.71% | Details | |
| 10/3/2023 | Skillsoft Corp. | SKIL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/28/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2023 | DoubleVerify | DV | Maintain | Overweight (N/A) |
|
Details | ||
| 9/12/2023 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2023 | Freshworks Inc | FRSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/7/2023 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/7/2023 | Sprinklr Inc | CXM | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2023 | Oracle | ORCL | Upgrade | Overweight (Equalweight) |
120.39 (152.96) |
27.05% | Details | |
| 9/1/2023 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 9/1/2023 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/31/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2023 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2023 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2023 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2023 | Skillsoft Corp. | SKIL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2023 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2023 | Jamf Holding Corp. | JAMF | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2023 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2023 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 8/7/2023 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2023 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 8/3/2023 | Verisk Analytics | VRSK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2023 | Dynatrace Inc. | DT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/3/2023 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/2/2023 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/2/2023 | Freshworks Inc | FRSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2023 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2023 | Rackspace Technology Inc. | RXT | Maintain | Underweight (N/A) |
|
Details | ||
| 7/19/2023 | WalkMe Ltd. | WKME | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2023 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/19/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | Pegasystems | PEGA | Maintain | Underweight (N/A) |
|
Details | ||
| 7/19/2023 | Paylocity Holding | PCTY | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2023 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | Jamf Holding Corp. | JAMF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2023 | Dynatrace Inc. | DT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2023 | DoubleVerify | DV | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 7/7/2023 | Verisk Analytics | VRSK | Maintain | Overweight (N/A) |
|
Details | ||
| 6/29/2023 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2023 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 6/14/2023 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/14/2023 | Confluent Inc | CFLT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/13/2023 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/7/2023 | Skillsoft Corp. | SKIL | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/7/2023 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/7/2023 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2023 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2023 | Descartes | DSGX | Maintain | Underweight (N/A) |
|
Details | ||
| 5/30/2023 | Paylocity Holding | PCTY | New Coverage | Equalweight (N/A) |
171.28 (120.10) |
-29.88% | Details | |
| 5/26/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2023 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/25/2023 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2023 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2023 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2023 | Applied Materials | AMAT | Maintain | Underweight (N/A) |
|
Details | ||
| 5/18/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2023 | Dynatrace Inc. | DT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/15/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2023 | Rackspace Technology Inc. | RXT | Maintain | Underweight (N/A) |
|
Details | ||
| 5/15/2023 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 5/5/2023 | Open Text | OTEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/5/2023 | Jamf Holding Corp. | JAMF | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/4/2023 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2023 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2023 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2023 | Rackspace Technology Inc. | RXT | Maintain | Underweight (N/A) |
|
Details | ||
| 4/17/2023 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/17/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2023 | Confluent Inc | CFLT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/22/2023 | Open Text | OTEX | New Coverage | Equalweight (N/A) |
38.27 (25.56) |
-33.21% | Details | |
| 3/10/2023 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/9/2023 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 3/8/2023 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2023 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/2/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2023 | Jamf Holding Corp. | JAMF | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2023 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2023 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 2/9/2023 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2023 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2023 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2023 | Dynatrace Inc. | DT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/31/2023 | Confluent Inc | CFLT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2023 | Qualtrics | XM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/26/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2023 | Applied Materials | AMAT | Downgrade | Underweight (Equalweight) |
106.16 (324.74) |
205.9% | Details | |
| 1/10/2023 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/10/2023 | Sprinklr Inc | CXM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/10/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | Jamf Holding Corp. | JAMF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/10/2023 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/10/2023 | Confluent Inc | CFLT | Upgrade | Overweight (Equalweight) |
18.19 (30.77) |
69.16% | Details | |
| 1/10/2023 | DoubleVerify | DV | Upgrade | Overweight (Equalweight) |
22.02 (11.01) |
-50% | Details | |
| 1/10/2023 | Dynatrace Inc. | DT | Downgrade | Equalweight (Overweight) |
36.25 (39.28) |
8.36% | Details | |
| 12/19/2022 | Rackspace Technology Inc. | RXT | Maintain | Underweight (N/A) |
|
Details | ||
| 12/16/2022 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/8/2022 | Descartes | DSGX | Maintain | Underweight (N/A) |
|
Details | ||
| 12/7/2022 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/7/2022 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2022 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/2/2022 | Verisk Analytics | VRSK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2022 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2022 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2022 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/30/2022 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/30/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | Sprinklr Inc | CXM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/18/2022 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/18/2022 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2022 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/17/2022 | Similarweb Ltd | SMWB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2022 | Jamf Holding Corp. | JAMF | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2022 | DoubleVerify | DV | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2022 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 11/3/2022 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | Confluent Inc | CFLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/3/2022 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/2/2022 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2022 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2022 | Ceridian HCM Holding Inc. | CDAY | Upgrade | Equalweight (Underweight) |
63.96 (69.52) |
8.69% | Details | |
| 10/27/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/18/2022 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | Sprinklr Inc | CXM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | Qualtrics | XM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2022 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2022 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2022 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2022 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | DoubleVerify | DV | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2022 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2022 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2022 | Confluent Inc | CFLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2022 | Ceridian HCM Holding Inc. | CDAY | Maintain | Underweight (N/A) |
|
Details | ||
| 10/18/2022 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 10/18/2022 | Jamf Holding Corp. | JAMF | Upgrade | Overweight (Equalweight) |
19.39 (13.05) |
-32.7% | Details | |
| 10/18/2022 | UiPath Inc. | PATH | Downgrade | Equalweight (Overweight) |
11.12 (11.86) |
6.65% | Details | |
| 10/18/2022 | Pegasystems | PEGA | Downgrade | Underweight (Equalweight) |
31.10 (47.24) |
51.9% | Details | |
| 10/18/2022 | WalkMe Ltd. | WKME | Downgrade | Equalweight (Overweight) |
7.95 (13.95) |
75.47% | Details | |
| 10/17/2022 | Rackspace Technology Inc. | RXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2022 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2022 | Rackspace Technology Inc. | RXT | Maintain | Underweight (N/A) |
|
Details | ||
| 9/28/2022 | UiPath Inc. | PATH | Maintain | Overweight (N/A) |
|
Details | ||
| 9/28/2022 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/8/2022 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2022 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/25/2022 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2022 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2022 | Skillsoft Corp. | SKIL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2022 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2022 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2022 | Descartes | DSGX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/16/2022 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2022 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2022 | Similarweb Ltd | SMWB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2022 | Open Text | OTEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2022 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/5/2022 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2022 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2022 | DoubleVerify | DV | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2022 | Confluent Inc | CFLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/3/2022 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2022 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/26/2022 | Freshworks Inc | FRSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/22/2022 | SAP AG | SAP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/20/2022 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/18/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | Qualtrics | XM | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2022 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2022 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2022 | Confluent Inc | CFLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2022 | Ceridian HCM Holding Inc. | CDAY | Maintain | Underweight (N/A) |
|
Details | ||
| 7/15/2022 | Rackspace Technology Inc. | RXT | Downgrade | Underweight (Equalweight) |
6.21 (2.07) |
-66.67% | Details | |
| 7/6/2022 | SAP AG | SAP | Downgrade | Equalweight (Overweight) |
89.16 (202.25) |
126.84% | Details | |
| 7/1/2022 | Verisk Analytics | VRSK | Maintain | Overweight (N/A) |
|
Details | ||
| 6/15/2022 | Sprinklr Inc | CXM | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2022 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/3/2022 | Descartes | DSGX | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/2/2022 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2022 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2022 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2022 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2022 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2022 | Sprinklr Inc | CXM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2022 | UiPath Inc. | PATH | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2022 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2022 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2022 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2022 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2022 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2022 | Descartes | DSGX | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/20/2022 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2022 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2022 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2022 | Jamf Holding Corp. | JAMF | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2022 | DoubleVerify | DV | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/5/2022 | Verisk Analytics | VRSK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Open Text | OTEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/5/2022 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2022 | Ceridian HCM Holding Inc. | CDAY | Maintain | Underweight (N/A) |
|
Details | ||
| 5/5/2022 | Skillsoft Corp. | SKIL | New Coverage | Overweight (N/A) |
5.08 (4.58) |
-9.84% | Details | |
| 5/4/2022 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | Freshworks Inc | FRSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2022 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2022 | Qualtrics | XM | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2022 | Sprout Social Inc. | SPT | Maintain | Underweight (N/A) |
|
Details | ||
| 4/19/2022 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2022 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2022 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2022 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2022 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2022 | Confluent Inc | CFLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2022 | Ceridian HCM Holding Inc. | CDAY | Maintain | Underweight (N/A) |
|
Details | ||
| 4/19/2022 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 3/10/2022 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/9/2022 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 3/9/2022 | DoubleVerify | DV | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/3/2022 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2022 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2022 | Descartes | DSGX | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/3/2022 | Anaplan Inc. | PLAN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2022 | Similarweb Ltd | SMWB | Upgrade | Overweight (Equalweight) |
12.71 (2.81) |
-77.89% | Details | |
| 2/22/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2022 | Freshworks Inc | FRSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/11/2022 | Confluent Inc | CFLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2022 | Ceridian HCM Holding Inc. | CDAY | Maintain | Underweight (N/A) |
|
Details | ||
| 2/4/2022 | Open Text | OTEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/4/2022 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2022 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2022 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2022 | Qualtrics | XM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2022 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2022 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | WalkMe Ltd. | WKME | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | UiPath Inc. | PATH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 1/12/2022 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Sprinklr Inc | CXM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Qualtrics | XM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2022 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2022 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2022 | Open Text | OTEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2022 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Jamf Holding Corp. | JAMF | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2022 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Freshworks Inc | FRSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2022 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | DoubleVerify | DV | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2022 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Descartes | DSGX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2022 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/12/2022 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Citrix Systems | CTXS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/12/2022 | Ceridian HCM Holding Inc. | CDAY | Maintain | Underweight (N/A) |
|
Details | ||
| 1/12/2022 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/12/2022 | Anaplan Inc. | PLAN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Snowflake Inc. | SNOW | Upgrade | Overweight (Equalweight) |
302.73 (180.48) |
-40.38% | Details | |
| 12/10/2021 | Sprinklr Inc | CXM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2021 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/9/2021 | UiPath Inc. | PATH | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2021 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/7/2021 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/2/2021 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/2/2021 | Descartes | DSGX | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/24/2021 | VMware | VMW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/24/2021 | Anaplan Inc. | PLAN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2021 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/12/2021 | Jamf Holding Corp. | JAMF | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/11/2021 | WalkMe Ltd. | WKME | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2021 | Open Text | OTEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2021 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2021 | Confluent Inc | CFLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2021 | VMware | VMW | New Coverage | Overweight (N/A) |
128.27 (142.48) |
11.08% | Details | |
| 11/5/2021 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2021 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2021 | Citrix Systems | CTXS | Maintain | Underweight (N/A) |
|
Details | ||
| 11/4/2021 | Ceridian HCM Holding Inc. | CDAY | Maintain | Underweight (N/A) |
|
Details | ||
| 11/3/2021 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2021 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/3/2021 | Freshworks Inc | FRSH | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/2/2021 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2021 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2021 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2021 | Qualtrics | XM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2021 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/18/2021 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2021 | DoubleVerify | DV | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2021 | Confluent Inc | CFLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2021 | Ceridian HCM Holding Inc. | CDAY | Maintain | Underweight (N/A) |
|
Details | ||
| 10/18/2021 | Freshworks Inc | FRSH | New Coverage | Equalweight (N/A) |
41.68 (8.63) |
-79.29% | Details | |
| 10/1/2021 | Five9, Inc | FIVN | Upgrade | Overweight (Equalweight) |
161.73 (18.09) |
-88.81% | Details | |
| 9/17/2021 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | WalkMe Ltd. | WKME | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | Verisk Analytics | VRSK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 9/17/2021 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | Snowflake Inc. | SNOW | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/17/2021 | Skillsoft Corp. | SKIL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | Qualtrics | XM | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/17/2021 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/17/2021 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/17/2021 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/17/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | LivePerson | LPSN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | Lightspeed POS Inc. | LSPD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | Jamf Holding Corp. | JAMF | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/17/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | Integral Ad Science Holding Corp | IAS | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/17/2021 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | DoubleVerify | DV | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/17/2021 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | Descartes | DSGX | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/17/2021 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/17/2021 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | Confluent Inc | CFLT | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/17/2021 | Citrix Systems | CTXS | Maintain | Underweight (N/A) |
|
Details | ||
| 9/17/2021 | Ceridian HCM Holding Inc. | CDAY | Maintain | Underweight (N/A) |
|
Details | ||
| 9/17/2021 | Avaya Holdings | AVYA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 9/17/2021 | Anaplan Inc. | PLAN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2021 | UiPath Inc. | PATH | Upgrade | Overweight (Equalweight) |
53.90 (11.86) |
-78% | Details | |
| 9/17/2021 | ZoomInfo Technologies | ZI | Upgrade | Overweight (Equalweight) |
68.17 (10.31) |
-84.88% | Details | |
| 9/9/2021 | Couchbase Inc | BASE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2021 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/8/2021 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/3/2021 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 9/2/2021 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/1/2021 | Anaplan Inc. | PLAN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2021 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2021 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2021 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2021 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2021 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2021 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2021 | Couchbase Inc | BASE | New Coverage | Overweight (N/A) |
31.30 (24.51) |
-21.69% | Details | |
| 8/13/2021 | Rackspace Technology Inc. | RXT | Downgrade | Equalweight (Overweight) |
16.67 (2.07) |
-87.58% | Details | |
| 8/12/2021 | WalkMe Ltd. | WKME | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2021 | Similarweb Ltd | SMWB | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/10/2021 | Avaya Holdings | AVYA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2021 | Open Text | OTEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2021 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2021 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2021 | Ceridian HCM Holding Inc. | CDAY | Maintain | Underweight (N/A) |
|
Details | ||
| 8/4/2021 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2021 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2021 | LivePerson | LPSN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2021 | ZoomInfo Technologies | ZI | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/3/2021 | Skillsoft Corp. | SKIL | New Coverage | Overweight (N/A) |
8.70 (4.58) |
-47.36% | Details | |
| 8/3/2021 | Workday | WDAY | Upgrade | Overweight (Equalweight) |
234.40 (151.07) |
-35.55% | Details | |
| 8/3/2021 | Anaplan Inc. | PLAN | Upgrade | Overweight (Equalweight) |
57.20 (63.73) |
11.42% | Details | |
| 7/30/2021 | Citrix Systems | CTXS | Downgrade | Underweight (Overweight) |
99.00 (103.90) |
4.95% | Details | |
| 7/28/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/27/2021 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2021 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2021 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2021 | DigitalOcean | DOCN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2021 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2021 | Qualtrics | XM | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2021 | Sprinklr Inc | CXM | New Coverage | Overweight (N/A) |
19.51 (5.95) |
-69.5% | Details | |
| 7/12/2021 | WalkMe Ltd. | WKME | New Coverage | Overweight (N/A) |
30.89 (13.95) |
-54.84% | Details | |
| 7/6/2021 | Zeta Global Holdings Corp | ZETA | New Coverage | Overweight (N/A) |
8.09 (18.84) |
132.88% | Details | |
| 6/30/2021 | Open Text | OTEX | Downgrade | Equalweight (Overweight) |
51.78 (25.56) |
-50.64% | Details | |
| 6/30/2021 | Ceridian HCM Holding Inc. | CDAY | Downgrade | Underweight (Equalweight) |
99.10 (69.52) |
-29.85% | Details | |
| 6/30/2021 | AudioCodes | AUDC | Downgrade | Underweight (Equalweight) |
35.19 (8.06) |
-77.1% | Details | |
| 6/16/2021 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/9/2021 | UiPath Inc. | PATH | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/8/2021 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/7/2021 | Similarweb Ltd | SMWB | New Coverage | Equalweight (N/A) |
21.61 (2.81) |
-87% | Details | |
| 6/3/2021 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2021 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2021 | VMware | VMW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2021 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2021 | Anaplan Inc. | PLAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/26/2021 | DoubleVerify | DV | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/17/2021 | UiPath Inc. | PATH | New Coverage | Equalweight (N/A) |
66.42 (53.90) |
-18.85% | Details | |
| 5/17/2021 | DoubleVerify Inc | DV | New Coverage | Equalweight (N/A) |
29.71 (11.01) |
-62.94% | Details | |
| 5/10/2021 | Oracle | ORCL | Downgrade | Equalweight (Overweight) |
79.74 (152.96) |
91.82% | Details | |
| 5/7/2021 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 5/7/2021 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 5/6/2021 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/5/2021 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2021 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/4/2021 | ZoomInfo Technologies | ZI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/30/2021 | Five9, Inc | FIVN | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/30/2021 | Citrix Systems | CTXS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2021 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2021 | Qualtrics | XM | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2021 | DigitalOcean | DOCN | New Coverage | Overweight (N/A) |
44.96 (54.45) |
21.11% | Details | |
| 4/9/2021 | Qualtrics | XM | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/9/2021 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2021 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/9/2021 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/11/2021 | Cloudera | CLDR | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/10/2021 | Qualtrics | XM | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/10/2021 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2021 | Oracle | ORCL | Upgrade | Overweight (Equalweight) |
66.91 (152.96) |
128.61% | Details | |
| 3/4/2021 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2021 | Workday | WDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/26/2021 | LivePerson | LPSN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2021 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2021 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2021 | ZoomInfo Technologies | ZI | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/23/2021 | Five9, Inc | FIVN | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/23/2021 | Qualtrics | XM | New Coverage | Equalweight (N/A) |
45.09 (18.14) |
-59.77% | Details | |
| 2/22/2021 | Rackspace Technology Inc. | RXT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2021 | Workday | WDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/19/2021 | Cloudera | CLDR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/19/2021 | Appian Corp. | APPN | Maintain | Underweight (N/A) |
|
Details | ||
| 2/19/2021 | Anaplan Inc. | PLAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/12/2021 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2021 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2021 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2021 | Avaya Holdings | AVYA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2021 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2021 | AudioCodes | AUDC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/21/2021 | Nuance Communications | NUAN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/7/2021 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2020 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/4/2020 | Cloudera | CLDR | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/3/2020 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2020 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2020 | Appian Corp. | APPN | Downgrade | Underweight (Equalweight) |
193.87 (26.62) |
-86.27% | Details | |
| 11/30/2020 | Slack Technologies Inc. | WORK | Downgrade | Equalweight (Overweight) |
40.70 (45.20) |
11.06% | Details | |
| 11/19/2020 | Nuance Communications | NUAN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2020 | Jamf Holding Corp. | JAMF | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/11/2020 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2020 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2020 | Talend SA | TLND | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2020 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2020 | Five9, Inc | FIVN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2020 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2020 | AudioCodes | AUDC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2020 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | Workday | WDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2020 | VMware | VMW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | Talend SA | TLND | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | Sprout Social Inc. | SPT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | SolarWinds | SWI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2020 | Slack Technologies Inc. | WORK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | Pegasystems | PEGA | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2020 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2020 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2020 | New Relic | NEWR | Maintain | Underweight (N/A) |
|
Details | ||
| 10/23/2020 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | LivePerson | LPSN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | Jamf Holding Corp. | JAMF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2020 | Five9, Inc | FIVN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2020 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | Cloudera | CLDR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2020 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2020 | Avaya Holdings | AVYA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2020 | Appian Corp. | APPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2020 | Anaplan Inc. | PLAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2020 | Sprout Social Inc. | SPT | New Coverage | Overweight (N/A) |
41.76 (6.45) |
-84.55% | Details | |
| 9/11/2020 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/9/2020 | Slack Technologies Inc. | WORK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2020 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/3/2020 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 9/3/2020 | Cloudera | CLDR | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/31/2020 | Rackspace Technology Inc. | RXT | New Coverage | Overweight (N/A) |
18.69 (2.07) |
-88.92% | Details | |
| 8/28/2020 | Workday | WDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/28/2020 | VMware | VMW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2020 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2020 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2020 | AudioCodes | AUDC | New Coverage | Equalweight (N/A) |
32.92 (8.06) |
-75.52% | Details | |
| 8/24/2020 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2020 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2020 | Anaplan Inc. | PLAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/17/2020 | Jamf Holding Corp. | JAMF | New Coverage | Equalweight (N/A) |
38.00 (13.05) |
-65.66% | Details | |
| 8/11/2020 | ZoomInfo Technologies | ZI | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/11/2020 | Avaya Holdings | AVYA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2020 | Nuance Communications | NUAN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2020 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/5/2020 | New Relic | NEWR | Maintain | Underweight (N/A) |
|
Details | ||
| 8/5/2020 | LivePerson | LPSN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2020 | Five9, Inc | FIVN | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2020 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2020 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2020 | Citrix Systems | CTXS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | ZoomInfo Technologies | ZI | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/20/2020 | Talend SA | TLND | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/20/2020 | Nuance Communications | NUAN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | New Relic | NEWR | Maintain | Underweight (N/A) |
|
Details | ||
| 7/20/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | LivePerson | LPSN | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | Five9, Inc | FIVN | Maintain | Underweight (N/A) |
|
Details | ||
| 7/20/2020 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/20/2020 | Citrix Systems | CTXS | Upgrade | Overweight (Equalweight) |
151.87 (103.90) |
-31.59% | Details | |
| 7/14/2020 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2020 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/7/2020 | Pegasystems | PEGA | New Coverage | Equalweight (N/A) |
103.00 (47.24) |
-54.14% | Details | |
| 6/29/2020 | ZoomInfo Technologies | ZI | New Coverage | Equalweight (N/A) |
53.19 (68.17) |
28.16% | Details | |
| 6/4/2020 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2020 | Cloudera | CLDR | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/2/2020 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2020 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2020 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 5/8/2020 | Nuance Communications | NUAN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2020 | Appian Corp. | APPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/7/2020 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2020 | LivePerson | LPSN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2020 | Five9, Inc | FIVN | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2020 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/11/2020 | Cloudera | CLDR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/5/2020 | New Relic | NEWR | Maintain | Underweight (N/A) |
|
Details | ||
| 1/10/2020 | Cornerstone OnDemand | CSOD | Upgrade | Overweight (Equalweight) |
59.32 (57.48) |
-3.1% | Details | |
| 1/10/2020 | SolarWinds | SWI | Downgrade | Underweight (Equalweight) |
18.68 (18.49) |
-1.02% | Details | |
| 1/10/2020 | New Relic | NEWR | Downgrade | Underweight (Equalweight) |
69.14 (86.99) |
25.82% | Details | |
| 12/13/2019 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/5/2019 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2019 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/22/2019 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2019 | Anaplan Inc. | PLAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/13/2019 | Datadog | DDOG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2019 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 11/8/2019 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2019 | New Relic | NEWR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2019 | Five9, Inc | FIVN | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2019 | Workday | WDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2019 | VMware | VMW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2019 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 11/1/2019 | Talend SA | TLND | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2019 | Slack Technologies Inc. | WORK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2019 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2019 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2019 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2019 | New Relic | NEWR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2019 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2019 | LivePerson | LPSN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2019 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2019 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2019 | Anaplan Inc. | PLAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2019 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2019 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2019 | LogMeIn | LOGM | Maintain | Underweight (N/A) |
|
Details | ||
| 10/24/2019 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2019 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/14/2019 | Datadog | DDOG | New Coverage | Overweight (N/A) |
35.60 (125.75) |
253.23% | Details | |
| 10/7/2019 | Varonis Systems | VRNS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2019 | PTC Inc. | PTC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2019 | Nuance Communications | NUAN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2019 | LivePerson | LPSN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/13/2019 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/12/2019 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/5/2019 | Slack Technologies Inc. | WORK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2019 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2019 | Dynatrace Inc. | DT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2019 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/29/2019 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2019 | Anaplan Inc. | PLAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/26/2019 | Dynatrace Inc. | DT | New Coverage | Overweight (N/A) |
24.18 (39.28) |
62.45% | Details | |
| 8/26/2019 | New Relic | NEWR | New Coverage | Equalweight (N/A) |
57.00 (86.99) |
52.61% | Details | |
| 8/23/2019 | VMware | VMW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2019 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2019 | VMware | VMW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2019 | Appian Corp. | APPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2019 | LivePerson | LPSN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2019 | Five9, Inc | FIVN | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2019 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/19/2019 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2019 | Slack Technologies Inc. | WORK | New Coverage | Overweight (N/A) |
35.00 (45.20) |
29.14% | Details | |
| 6/20/2019 | Oracle | ORCL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/6/2019 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2019 | Cloudera | CLDR | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/5/2019 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2019 | Coupa Software | COUP | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/29/2019 | Anaplan Inc. | PLAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/17/2019 | VMware | VMW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/17/2019 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/15/2019 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2019 | Avaya Holdings | AVYA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2019 | Appian Corp. | APPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/2/2019 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2019 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/26/2019 | LogMeIn | LOGM | Maintain | Underweight (N/A) |
|
Details | ||
| 4/25/2019 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2019 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2019 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2019 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/12/2019 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2019 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/12/2019 | Appian Corp. | APPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/12/2019 | LogMeIn | LOGM | Downgrade | Underweight (Overweight) |
83.44 (86.04) |
3.12% | Details | |
| 3/18/2019 | Cloudera | CLDR | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/15/2019 | Pivotal Software Inc | PVTL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/11/2019 | Cloudera | CLDR | New Coverage | Equalweight (N/A) |
14.07 (15.99) |
13.65% | Details | |
| 3/8/2019 | LivePerson | LPSN | New Coverage | Overweight (N/A) |
26.33 (3.21) |
-87.81% | Details | |
| 3/5/2019 | salesforce.com | CRM | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/1/2019 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2019 | Workday | WDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/1/2019 | VMware | VMW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2019 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2019 | Anaplan Inc. | PLAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/20/2019 | Five9, Inc | FIVN | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2019 | Anaplan Inc. | PLAN | Downgrade | Equalweight (Overweight) |
31.50 (63.73) |
102.32% | Details | |
| 2/8/2019 | Workday | WDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2019 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2019 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2019 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2019 | Anaplan Inc. | PLAN | Downgrade | Equalweight (Overweight) |
31.50 (31.50) |
0% | Details | |
| 2/6/2019 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/31/2019 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2019 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2019 | Avaya Holdings | AVYA | Upgrade | Overweight (Equalweight) |
14.57 (0.28) |
-98.08% | Details | |
| 1/24/2019 | Citrix Systems | CTXS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2019 | SolarWinds | SWI | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2019 | Appian Corp. | APPN | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/9/2019 | VMware | VMW | New Coverage | Overweight (N/A) |
143.74 (142.48) |
-0.88% | Details | |
| 1/9/2019 | Oracle | ORCL | Downgrade | Equalweight (Overweight) |
47.45 (152.96) |
222.36% | Details | |
| 12/4/2018 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/20/2018 | Intuit | INTU | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/13/2018 | SolarWinds | SWI | New Coverage | Equalweight (N/A) |
15.07 (18.49) |
22.69% | Details | |
| 11/7/2018 | Tableau Software | DATA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2018 | Five9, Inc | FIVN | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2018 | Anaplan Inc. | PLAN | New Coverage | Overweight (N/A) |
24.74 (31.50) |
27.32% | Details | |
| 10/30/2018 | Apptio | APTI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2018 | Elastic NV. | ESTC | New Coverage | Overweight (N/A) |
60.52 (53.73) |
-11.22% | Details | |
| 10/26/2018 | LogMeIn | LOGM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2018 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2018 | Citrix Systems | CTXS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2018 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/15/2018 | Appian Corp. | APPN | Upgrade | Equalweight (Underweight) |
25.51 (26.62) |
4.35% | Details | |
| 10/5/2018 | Avaya Holdings | AVYA | New Coverage | Equalweight (N/A) |
21.75 (14.57) |
-33.01% | Details | |
| 9/21/2018 | SAP AG | SAP | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2018 | Talend SA | TLND | Maintain | Overweight (N/A) |
|
Details | ||
| 9/17/2018 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 9/13/2018 | Pivotal Software Inc | PVTL | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/7/2018 | Teradata | TDC | Maintain | Underweight (N/A) |
|
Details | ||
| 9/7/2018 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2018 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2018 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2018 | Red Hat | RHT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2018 | Pivotal Software Inc | PVTL | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/7/2018 | Paycom Software | PAYC | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/7/2018 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2018 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2018 | LogMeIn | LOGM | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2018 | Intuit | INTU | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/7/2018 | Five9, Inc | FIVN | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/7/2018 | Cornerstone OnDemand | CSOD | Maintain | Underweight (N/A) |
|
Details | ||
| 9/7/2018 | Citrix Systems | CTXS | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/7/2018 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/7/2018 | Apptio | APTI | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/6/2018 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2018 | Workday | WDAY | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/5/2018 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/15/2018 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2018 | Pivotal Software Inc | PVTL | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/15/2018 | MongoDB | MDB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2018 | Intuit | INTU | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/15/2018 | Coupa Software | COUP | Maintain | Equalweight (N/A) |
|
Details |
