Ratings by William Blair (Stephen Sheldon)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/5/2026 | Zillow | Z | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/4/2026 | Real Brokerage Inc. | REAX | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2026 | CoStar Group | CSGP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2026 | Agilysys Inc | AGYS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2026 | CBRE Group | CBRE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2026 | AppFolio | APPF | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | LegalZoom.com Inc | LZ | Upgrade | Outperform (Market Perform) |
9.92 (6.67) |
-32.76% | Details | |
| 11/6/2025 | LegalZoom.com Inc | LZ | Upgrade | Outperform (Market Perform) |
9.92 (9.92) |
0% | Details | |
| 8/18/2025 | McGraw Hill | MH | New Coverage | Outperform (N/A) |
13.35 (14.19) |
6.29% | Details | |
| 4/24/2025 | CBRE Group | CBRE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2025 | Zillow | Z | New Coverage | Market Perform (N/A) |
62.57 (45.91) |
-26.63% | Details | |
| 3/12/2025 | Udemy Inc | UDMY | Downgrade | Market Perform (Outperform) |
9.16 (4.87) |
-46.83% | Details | |
| 3/7/2025 | American Public Education | APEI | Upgrade | Outperform (Market Perform) |
20.28 (45.01) |
121.94% | Details | |
| 9/16/2024 | LegalZoom.com Inc | LZ | New Coverage | Market Perform (N/A) |
6.77 (9.92) |
46.53% | Details | |
| 7/25/2024 | Instructure, Inc. | INST | Downgrade | Market Perform (Outperform) |
22.73 (23.60) |
3.83% | Details | |
| 6/24/2024 | Agilysys Inc | AGYS | New Coverage | Outperform (N/A) |
98.44 (77.46) |
-21.31% | Details | |
| 6/7/2024 | PowerSchool Holdings Inc. | PWSC | Downgrade | Market Perform (Outperform) |
22.37 (22.81) |
1.97% | Details | |
| 2/13/2024 | 2U, Inc. | TWOU | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/6/2023 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2023 | AppFolio | APPF | Upgrade | Outperform (Market Perform) |
183.82 (191.17) |
4% | Details | |
| 7/27/2023 | Black Knight Inc. | BKI | Downgrade | Market Perform (Outperform) |
70.15 (75.76) |
8% | Details | |
| 6/1/2023 | Real Brokerage Inc. | REAX | New Coverage | Outperform (N/A) |
1.28 (2.53) |
97.66% | Details | |
| 5/3/2022 | Chegg | CHGG | Downgrade | Market Perform (Outperform) |
24.98 (0.63) |
-97.48% | Details | |
| 3/14/2022 | PowerSchool Holdings Inc. | PWSC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2022 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2022 | 2U, Inc. | TWOU | Downgrade | Market Perform (Outperform) |
17.98 (1.58) |
-91.21% | Details | |
| 11/23/2021 | Udemy Inc | UDMY | New Coverage | Outperform (N/A) |
29.43 (4.87) |
-83.45% | Details | |
| 9/27/2021 | Redfin Corp. | RDFN | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/24/2021 | Chegg | CHGG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2021 | PowerSchool Holdings Inc. | PWSC | New Coverage | Outperform (N/A) |
27.71 (22.81) |
-17.68% | Details | |
| 7/9/2021 | Latch, Inc. | LTCH | New Coverage | Outperform (N/A) |
12.18 (0.21) |
-98.28% | Details | |
| 3/17/2021 | American Public Education | APEI | New Coverage | Outperform (N/A) |
34.76 (20.28) |
-41.66% | Details | |
| 2/5/2021 | PAR Technology | PAR | New Coverage | Outperform (N/A) |
76.15 (19.22) |
-74.76% | Details | |
| 2/4/2021 | RealPage | RP | Downgrade | Market Perform (Outperform) |
86.92 (88.72) |
2.07% | Details | |
| 12/14/2020 | Pluralsight | PS | Downgrade | Market Perform (Outperform) |
18.98 (22.45) |
18.28% | Details | |
| 9/25/2020 | CoStar Group | CSGP | Maintain | Outperform (N/A) |
|
Details | ||
| 9/11/2020 | 2U, Inc. | TWOU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2020 | K12, Inc. | LRN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2020 | RealPage | RP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2020 | RE/MAX Holdings | RMAX | Downgrade | Market Perform (Outperform) |
23.50 (6.07) |
-74.17% | Details | |
| 2/7/2020 | 2U, Inc. | TWOU | Upgrade | Outperform (Market Perform) |
21.88 (1.58) |
-92.78% | Details | |
| 1/8/2020 | Pluralsight | PS | New Coverage | Outperform (N/A) |
17.15 (18.98) |
10.67% | Details | |
| 8/12/2019 | K12, Inc. | LRN | New Coverage | Outperform (N/A) |
28.95 (86.83) |
199.93% | Details | |
| 8/12/2019 | Chegg | CHGG | New Coverage | Outperform (N/A) |
43.68 (0.63) |
-98.56% | Details | |
| 8/12/2019 | 2U, Inc. | TWOU | New Coverage | Market Perform (N/A) |
15.16 (21.88) |
44.33% | Details | |
| 11/9/2018 | Redfin Corp. | RDFN | Downgrade | Market Perform (Outperform) |
15.43 (11.19) |
-27.48% | Details | |
| 8/27/2018 | Cushman & Wakefield | CWK | New Coverage | Outperform (N/A) |
17.55 (12.66) |
-27.86% | Details |

