Ratings by Baird (Rob Oliver)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/3/2026 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2026 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2026 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2026 | Amplitude Inc | AMPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2026 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | Vertex Inc. | VERX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | Klaviyo Inc | KVYO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | Freshworks Inc | FRSH | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2026 | Blackbaud | BLKB | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2026 | BlackLine | BL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2026 | monday.com Ltd. | MNDY | Downgrade | Neutral (Outperform) |
98.00 (78.70) |
-19.69% | Details | |
| 2/6/2026 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2026 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/14/2026 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2026 | OneStream Inc. | OS | Downgrade | Neutral (Outperform) |
18.39 (23.69) |
28.82% | Details | |
| 1/2/2026 | On24 Inc. | ONTF | Maintain | Neutral (N/A) |
|
Details | ||
| 12/19/2025 | Amplitude Inc | AMPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2025 | On24 Inc. | ONTF | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2025 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | BlackLine | BL | Downgrade | Neutral (Outperform) |
56.92 (37.37) |
-34.35% | Details | |
| 11/6/2025 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Klaviyo Inc | KVYO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Amplitude Inc | AMPL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2025 | Vertex Inc. | VERX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2025 | VeriSign | VRSN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2025 | Oracle | ORCL | New Coverage | Outperform (N/A) |
284.24 (152.96) |
-46.19% | Details | |
| 9/26/2025 | Klaviyo Inc | KVYO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2025 | Freshworks Inc | FRSH | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2025 | PagerDuty | PD | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2025 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2025 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | OneStream Inc. | OS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | Vertex Inc. | VERX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | Amplitude Inc | AMPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | Klaviyo Inc | KVYO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | BlackLine | BL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | monday.com Ltd. | MNDY | Upgrade | Outperform (Neutral) |
249.75 (98.00) |
-60.76% | Details | |
| 8/1/2025 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Blackbaud | BLKB | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2025 | VeriSign | VRSN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/1/2025 | VeriSign | VRSN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2025 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2025 | Couchbase Inc | BASE | Downgrade | Neutral (Outperform) |
18.93 (24.51) |
29.48% | Details | |
| 6/16/2025 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/13/2025 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/4/2025 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2025 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/29/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2025 | On24 Inc. | ONTF | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2025 | Amplitude Inc | AMPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | Klaviyo Inc | KVYO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2025 | Udemy Inc | UDMY | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2025 | VeriSign | VRSN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2025 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2025 | Klaviyo Inc | KVYO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/14/2025 | Atlassian Corporation | TEAM | Upgrade | Outperform (Neutral) |
198.03 (83.62) |
-57.77% | Details | |
| 4/8/2025 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2025 | OneStream Inc. | OS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2025 | BlackLine | BL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2025 | Blackbaud | BLKB | Maintain | Neutral (N/A) |
|
Details | ||
| 4/1/2025 | VeriSign | VRSN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2025 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2025 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/11/2025 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/28/2025 | Vertex Inc. | VERX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Klaviyo Inc | KVYO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Amplitude Inc | AMPL | Upgrade | Outperform (Neutral) |
12.11 (7.85) |
-35.18% | Details | |
| 2/19/2025 | Blackbaud | BLKB | Maintain | Neutral (N/A) |
|
Details | ||
| 2/18/2025 | Udemy Inc | UDMY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2025 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2025 | monday.com Ltd. | MNDY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2025 | SolarWinds | SWI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2025 | VeriSign | VRSN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2025 | Aspen Technology | AZPN | Downgrade | Neutral (Outperform) |
255.16 (264.33) |
3.59% | Details | |
| 1/21/2025 | monday.com Ltd. | MNDY | Maintain | Neutral (N/A) |
|
Details | ||
| 12/13/2024 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2024 | Aspen Technology | AZPN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | VeriSign | VRSN | Upgrade | Outperform (Neutral) |
188.96 (243.78) |
29.01% | Details | |
| 12/6/2024 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 12/4/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2024 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2024 | monday.com Ltd. | MNDY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | Thryv Holdings, Inc. | THRY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2024 | OneStream Inc. | OS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2024 | BlackLine | BL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2024 | Amplitude Inc | AMPL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2024 | Vertex Inc. | VERX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2024 | Klaviyo Inc | KVYO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2024 | Freshworks Inc | FRSH | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2024 | Atlassian Corporation | TEAM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2024 | SolarWinds | SWI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2024 | Blackbaud | BLKB | Downgrade | Neutral (Outperform) |
87.48 (48.16) |
-44.95% | Details | |
| 10/25/2024 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Adobe | ADBE | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/10/2024 | Klaviyo Inc | KVYO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/8/2024 | VeriSign | VRSN | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/26/2024 | BlackLine | BL | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/25/2024 | Blackbaud | BLKB | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/20/2024 | salesforce.com | CRM | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/18/2024 | Aspen Technology | AZPN | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/13/2024 | Adobe | ADBE | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/5/2024 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2024 | PagerDuty | PD | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2024 | OneStream Inc. | OS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2024 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/29/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2024 | monday.com Ltd. | MNDY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2024 | Amplitude Inc | AMPL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2024 | On24 Inc. | ONTF | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2024 | BlackLine | BL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2024 | Aspen Technology | AZPN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2024 | SolarWinds | SWI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2024 | Atlassian Corporation | TEAM | Downgrade | Neutral (Outperform) |
176.57 (198.03) |
12.15% | Details | |
| 8/1/2024 | Udemy Inc | UDMY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | Blackbaud | BLKB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | OneStream Inc. | OS | New Coverage | Outperform (N/A) |
28.05 (18.39) |
-34.44% | Details | |
| 7/26/2024 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2024 | Vertex Inc. | VERX | New Coverage | Outperform (N/A) |
37.92 (15.25) |
-59.78% | Details | |
| 7/22/2024 | monday.com Ltd. | MNDY | New Coverage | Neutral (N/A) |
228.65 (249.75) |
9.23% | Details | |
| 6/27/2024 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2024 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/6/2024 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2024 | Zuora Inc. | ZUO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2024 | Aspen Technology | AZPN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2024 | Klaviyo Inc | KVYO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | BlackLine | BL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Aspen Technology | AZPN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2024 | SolarWinds | SWI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Udemy Inc | UDMY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2024 | Freshworks Inc | FRSH | Downgrade | Neutral (Outperform) |
17.85 (8.63) |
-51.65% | Details | |
| 4/26/2024 | VeriSign | VRSN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2024 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2024 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2024 | PagerDuty | PD | Maintain | Neutral (N/A) |
|
Details | ||
| 3/15/2024 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2024 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/6/2024 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | Zuora Inc. | ZUO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/29/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2024 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2024 | Udemy Inc | UDMY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | Blackbaud | BLKB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | BlackLine | BL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | SolarWinds | SWI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2024 | Aspen Technology | AZPN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2024 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2024 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2024 | salesforce.com | CRM | Upgrade | Outperform (Neutral) |
261.34 (202.11) |
-22.66% | Details | |
| 1/10/2024 | Udemy Inc | UDMY | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2024 | BlackLine | BL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2023 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 12/7/2023 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2023 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/30/2023 | Zuora Inc. | ZUO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/30/2023 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2023 | Aspen Technology | AZPN | Upgrade | Outperform (Neutral) |
166.74 (264.33) |
58.53% | Details | |
| 11/3/2023 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Thryv Holdings, Inc. | THRY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | SolarWinds | SWI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2023 | BlackLine | BL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | Blackbaud | BLKB | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2023 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2023 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2023 | Klaviyo Inc | KVYO | New Coverage | Outperform (N/A) |
33.02 (20.98) |
-36.46% | Details | |
| 10/5/2023 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/20/2023 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 9/8/2023 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2023 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/1/2023 | PagerDuty | PD | Downgrade | Neutral (Outperform) |
25.65 (7.98) |
-68.89% | Details | |
| 8/31/2023 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/24/2023 | Zuora Inc. | ZUO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2023 | Amplitude Inc | AMPL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2023 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Udemy Inc | UDMY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Thryv Holdings, Inc. | THRY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | SolarWinds | SWI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2023 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2023 | Aspen Technology | AZPN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2023 | New Relic | NEWR | Downgrade | Neutral (Outperform) |
74.05 (86.99) |
17.47% | Details | |
| 7/28/2023 | VeriSign | VRSN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2023 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2023 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/13/2023 | Zuora Inc. | ZUO | New Coverage | Neutral (N/A) |
10.99 (10.02) |
-8.83% | Details | |
| 7/11/2023 | VeriSign | VRSN | Downgrade | Neutral (Outperform) |
222.45 (188.96) |
-15.06% | Details | |
| 6/16/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/7/2023 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2023 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2023 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 6/1/2023 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/24/2023 | New Relic | NEWR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | Amplitude Inc | AMPL | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2023 | Thryv Holdings, Inc. | THRY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | BlackLine | BL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2023 | Udemy Inc | UDMY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2023 | Blackbaud | BLKB | Upgrade | Outperform (Neutral) |
67.51 (87.48) |
29.58% | Details | |
| 5/3/2023 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2023 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2023 | Aspen Technology | AZPN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/4/2023 | ServiceNow | NOW | Upgrade | Outperform (Neutral) |
464.72 (124.34) |
-73.24% | Details | |
| 3/22/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/16/2023 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/9/2023 | Asana | ASAN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/8/2023 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/24/2023 | Thryv Holdings, Inc. | THRY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2023 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2023 | Amplitude Inc | AMPL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2023 | Udemy Inc | UDMY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2023 | BlackLine | BL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2023 | Blackbaud | BLKB | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2023 | New Relic | NEWR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2023 | Aspen Technology | AZPN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/18/2023 | Aspen Technology | AZPN | Maintain | Neutral (N/A) |
|
Details | ||
| 12/22/2022 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/21/2022 | Amplitude Inc | AMPL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2022 | VeriSign | VRSN | Upgrade | Outperform (Neutral) |
202.35 (243.78) |
20.47% | Details | |
| 12/13/2022 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2022 | Udemy Inc | UDMY | Maintain | Outperform (N/A) |
|
Details | ||
| 12/8/2022 | salesforce.com | CRM | Downgrade | Neutral (Outperform) |
133.27 (202.11) |
51.65% | Details | |
| 12/7/2022 | Couchbase Inc | BASE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2022 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2022 | Asana | ASAN | Downgrade | Neutral (Outperform) |
18.16 (7.96) |
-56.17% | Details | |
| 12/1/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2022 | UserTesting Inc | USER | Downgrade | Neutral (Outperform) |
7.46 (7.50) |
0.54% | Details | |
| 10/12/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2022 | Adobe | ADBE | Downgrade | Neutral (Outperform) |
371.52 (283.62) |
-23.66% | Details | |
| 8/25/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2022 | Aspen Technology | AZPN | Downgrade | Neutral (Outperform) |
191.34 (264.33) |
38.15% | Details | |
| 6/17/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2022 | VeriSign | VRSN | Downgrade | Neutral (Outperform) |
203.61 (243.78) |
19.73% | Details | |
| 3/23/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2022 | On24 Inc. | ONTF | Downgrade | Neutral (Outperform) |
15.12 (8.03) |
-46.89% | Details | |
| 12/13/2021 | UserTesting Inc | USER | New Coverage | Outperform (N/A) |
8.13 (7.50) |
-7.75% | Details | |
| 11/23/2021 | Udemy Inc | UDMY | New Coverage | Outperform (N/A) |
30.97 (4.87) |
-84.28% | Details | |
| 10/25/2021 | Amplitude Inc | AMPL | New Coverage | Neutral (N/A) |
67.41 (7.85) |
-88.35% | Details | |
| 10/18/2021 | Freshworks Inc | FRSH | New Coverage | Outperform (N/A) |
41.68 (8.63) |
-79.29% | Details | |
| 9/21/2021 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2021 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2021 | Couchbase Inc | BASE | New Coverage | Outperform (N/A) |
31.30 (18.93) |
-39.52% | Details | |
| 8/5/2021 | Medallia Inc. | MDLA | Downgrade | Neutral (Outperform) |
33.63 (33.99) |
1.07% | Details | |
| 8/4/2021 | New Relic | NEWR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2021 | Thryv Holdings, Inc. | THRY | New Coverage | Outperform (N/A) |
32.85 (3.18) |
-90.32% | Details | |
| 6/18/2021 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2021 | Asana | ASAN | New Coverage | Outperform (N/A) |
32.29 (7.96) |
-75.35% | Details | |
| 3/1/2021 | On24 Inc. | ONTF | New Coverage | Outperform (N/A) |
55.26 (8.03) |
-85.47% | Details | |
| 2/3/2021 | Aspen Technology | AZPN | Upgrade | Outperform (Neutral) |
134.13 (264.33) |
97.07% | Details | |
| 12/21/2020 | SolarWinds | SWI | Downgrade | Neutral (Outperform) |
17.60 (18.49) |
5.06% | Details | |
| 9/22/2020 | Tyler Tech | TYL | Upgrade | Outperform (Neutral) |
332.51 (374.59) |
12.66% | Details | |
| 9/18/2020 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2020 | Aspen Technology | AZPN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2020 | Blackbaud | BLKB | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2020 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2020 | Citrix Systems | CTXS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2020 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2020 | VeriSign | VRSN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2020 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2020 | Medallia Inc. | MDLA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2020 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2020 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2020 | New Relic | NEWR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2020 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2020 | VeriSign | VRSN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2020 | Citrix Systems | CTXS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/2/2020 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2020 | SolarWinds | SWI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2020 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 4/2/2020 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2020 | Medallia Inc. | MDLA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2020 | Citrix Systems | CTXS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/2/2020 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2020 | Blackbaud | BLKB | Maintain | Neutral (N/A) |
|
Details | ||
| 4/2/2020 | BlackLine | BL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2020 | ServiceNow | NOW | Downgrade | Neutral (Outperform) |
286.58 (124.34) |
-56.61% | Details | |
| 4/2/2020 | Aspen Technology | AZPN | Downgrade | Neutral (Outperform) |
95.07 (264.33) |
178.04% | Details | |
| 3/19/2020 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | VeriSign | VRSN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Tyler Tech | TYL | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2020 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | SolarWinds | SWI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Splunk | SPLK | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2020 | PagerDuty | PD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | New Relic | NEWR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Medallia Inc. | MDLA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Citrix Systems | CTXS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2020 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Blackbaud | BLKB | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2020 | BlackLine | BL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Aspen Technology | AZPN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2020 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2020 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2020 | Citrix Systems | CTXS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/17/2020 | Medallia Inc. | MDLA | New Coverage | Outperform (N/A) |
31.17 (33.99) |
9.05% | Details | |
| 1/13/2020 | Tyler Tech | TYL | Downgrade | Neutral (Outperform) |
311.39 (374.59) |
20.3% | Details | |
| 11/7/2019 | ANSYS | ANSS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2019 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2019 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2019 | Cision Ltd | CISN | Downgrade | Neutral (Outperform) |
8.45 (9.99) |
18.22% | Details | |
| 10/15/2019 | PagerDuty | PD | New Coverage | Outperform (N/A) |
26.09 (7.98) |
-69.41% | Details | |
| 9/17/2019 | New Relic | NEWR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2019 | Autodesk | ADSK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2019 | Splunk | SPLK | Downgrade | Neutral (Outperform) |
128.46 (156.90) |
22.14% | Details | |
| 8/2/2019 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2019 | BlackLine | BL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2019 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2019 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2019 | ANSYS | ANSS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/18/2019 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2019 | BlackLine | BL | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/27/2019 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2019 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2019 | Cision Ltd | CISN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2019 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2019 | Workiva | WK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2019 | SolarWinds | SWI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2019 | Blackbaud | BLKB | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2019 | Blackbaud | BLKB | Maintain | Neutral (N/A) |
|
Details | ||
| 12/18/2018 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/28/2018 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/13/2018 | SolarWinds | SWI | New Coverage | Outperform (N/A) |
15.07 (18.49) |
22.69% | Details | |
| 11/2/2018 | BlackLine | BL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2018 | VeriSign | VRSN | Upgrade | Outperform (Neutral) |
142.54 (243.78) |
71.03% | Details | |
| 11/1/2018 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2018 | Citrix Systems | CTXS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2018 | Blackbaud | BLKB | Maintain | Neutral (N/A) |
|
Details | ||
| 10/9/2018 | Blackbaud | BLKB | Maintain | Neutral (N/A) |
|
Details | ||
| 9/28/2018 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2018 | Workiva | WK | Upgrade | Outperform (Neutral) |
36.60 (64.90) |
77.32% | Details | |
| 9/20/2018 | PTC Inc. | PTC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/14/2018 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details |
