Ratings by Truist Securities (Terry Tillman)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
3/6/2026 ServiceTitan TTAN Maintain Buy
(N/A)
 
 
  Details
3/4/2026 Riskified Ltd. RSKD Maintain Buy
(N/A)
 
 
  Details
2/26/2026 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
2/25/2026 Zeta Global Holdings Corp ZETA Maintain
(N/A)
 
 
  Details
2/20/2026 Workiva WK Maintain Buy
(N/A)
 
 
  Details
2/20/2026 Five9, Inc FIVN Maintain Buy
(N/A)
 
 
  Details
2/17/2026 Shopify SHOP Upgrade Buy
(Hold)
112.70
(130.20)
15.53% Details
2/13/2026 Tyler Tech TYL Maintain Buy
(N/A)
 
 
  Details
2/12/2026 Q2 Holdings QTWO Maintain Buy
(N/A)
 
 
  Details
2/12/2026 HubSpot Inc HUBS Maintain Buy
(N/A)
 
 
  Details
2/11/2026 Shopify SHOP Maintain Hold
(N/A)
 
 
  Details
2/11/2026 Klaviyo Inc KVYO Maintain Buy
(N/A)
 
 
  Details
2/9/2026 Workiva WK Maintain Buy
(N/A)
 
 
  Details
2/6/2026 Paylocity Holding PCTY Maintain Buy
(N/A)
 
 
  Details
2/4/2026 Intapp, Inc INTA Maintain Buy
(N/A)
 
 
  Details
1/29/2026 Microsoft MSFT Maintain Buy
(N/A)
 
 
  Details
1/28/2026 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
1/28/2026 Roper Industries ROP Maintain Buy
(N/A)
 
 
  Details
1/15/2026 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
1/6/2026 OneStream Inc. OS Downgrade Hold
(Buy)
18.39
(23.69)
28.82% Details
1/5/2026 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
12/15/2025 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
12/5/2025 ServiceTitan TTAN Maintain Buy
(N/A)
 
 
  Details
12/5/2025 nCino Inc. NCNO Maintain Hold
(N/A)
 
 
  Details
12/5/2025 UiPath Inc. PATH Maintain Hold
(N/A)
 
 
  Details
12/4/2025 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
11/25/2025 Klaviyo Inc KVYO Maintain Buy
(N/A)
 
 
  Details
11/7/2025 Workiva WK Maintain Buy
(N/A)
 
 
  Details
11/7/2025 HubSpot Inc HUBS Maintain Buy
(N/A)
 
 
  Details
11/6/2025 Q2 Holdings QTWO Maintain Buy
(N/A)
 
 
  Details
11/5/2025 Shopify SHOP Maintain Hold
(N/A)
 
 
  Details
10/31/2025 Microsoft MSFT Maintain Buy
(N/A)
 
 
  Details
10/31/2025 Tyler Tech TYL Maintain Buy
(N/A)
 
 
  Details
10/30/2025 Microsoft MSFT Maintain Buy
(N/A)
 
 
  Details
10/24/2025 Roper Industries ROP Maintain Buy
(N/A)
 
 
  Details
10/22/2025 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
10/21/2025 ServiceTitan TTAN Maintain Buy
(N/A)
 
 
  Details
10/16/2025 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
10/16/2025 nCino Inc. NCNO Maintain Hold
(N/A)
 
 
  Details
10/9/2025 Zeta Global Holdings Corp ZETA Maintain Buy
(N/A)
 
 
  Details
10/7/2025 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
10/1/2025 Zeta Global Holdings Corp ZETA Maintain Buy
(N/A)
 
 
  Details
9/26/2025 Klaviyo Inc KVYO Maintain Buy
(N/A)
 
 
  Details
9/22/2025 UiPath Inc. PATH Maintain Hold
(N/A)
 
 
  Details
9/22/2025 ServiceTitan TTAN Maintain Buy
(N/A)
 
 
  Details
9/15/2025 Microsoft MSFT Maintain Buy
(N/A)
 
 
  Details
9/12/2025 HubSpot Inc HUBS Maintain Buy
(N/A)
 
 
  Details
9/10/2025 Workiva WK Maintain Buy
(N/A)
 
 
  Details
9/8/2025 Microsoft MSFT Maintain Buy
(N/A)
 
 
  Details
9/8/2025 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
9/5/2025 UiPath Inc. PATH Maintain Hold
(N/A)
 
 
  Details
9/5/2025 ServiceTitan TTAN Maintain Buy
(N/A)
 
 
  Details
9/4/2025 HubSpot Inc HUBS Maintain Buy
(N/A)
 
 
  Details
8/29/2025 Zeta Global Holdings Corp ZETA Maintain Buy
(N/A)
 
 
  Details
8/27/2025 nCino Inc. NCNO Maintain Hold
(N/A)
 
 
  Details
8/19/2025 Riskified Ltd. RSKD Maintain Buy
(N/A)
 
 
  Details
8/18/2025 ServiceTitan TTAN Maintain Buy
(N/A)
 
 
  Details
8/7/2025 Shopify SHOP Maintain Hold
(N/A)
 
 
  Details
8/7/2025 HubSpot Inc HUBS Maintain Buy
(N/A)
 
 
  Details
8/6/2025 Klaviyo Inc KVYO Maintain Buy
(N/A)
 
 
  Details
8/1/2025 Five9, Inc FIVN Maintain Buy
(N/A)
 
 
  Details
7/23/2025 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
7/22/2025 Roper Industries ROP Maintain Buy
(N/A)
 
 
  Details
7/15/2025 UiPath Inc. PATH Maintain Hold
(N/A)
 
 
  Details
7/10/2025 nCino Inc. NCNO Maintain Hold
(N/A)
 
 
  Details
7/8/2025 Olo Inc. OLO Downgrade Hold
(Buy)
10.13
(10.26)
1.28% Details
6/24/2025 Olo Inc. OLO Maintain Buy
(N/A)
 
 
  Details
6/24/2025 Q2 Holdings QTWO Maintain Buy
(N/A)
 
 
  Details
6/17/2025 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
6/9/2025 ServiceTitan TTAN Maintain Buy
(N/A)
 
 
  Details
6/6/2025 ServiceTitan TTAN Maintain Buy
(N/A)
 
 
  Details
6/3/2025 Udemy Inc UDMY Maintain Hold
(N/A)
 
 
  Details
6/3/2025 UiPath Inc. PATH Maintain Hold
(N/A)
 
 
  Details
6/2/2025 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
5/30/2025 UiPath Inc. PATH Maintain Hold
(N/A)
 
 
  Details
5/29/2025 nCino Inc. NCNO Maintain Hold
(N/A)
 
 
  Details
5/29/2025 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
5/27/2025 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
5/22/2025 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
5/21/2025 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
5/20/2025 OneStream Inc. OS Maintain Buy
(N/A)
 
 
  Details
5/15/2025 Riskified Ltd. RSKD Maintain Buy
(N/A)
 
 
  Details
5/9/2025 Shopify SHOP Maintain Hold
(N/A)
 
 
  Details
5/9/2025 OneStream Inc. OS Maintain Buy
(N/A)
 
 
  Details
5/9/2025 Olo Inc. OLO Maintain Buy
(N/A)
 
 
  Details
5/8/2025 Q2 Holdings QTWO Maintain Buy
(N/A)
 
 
  Details
5/7/2025 Klaviyo Inc KVYO Maintain Buy
(N/A)
 
 
  Details
5/6/2025 Shopify SHOP Maintain Hold
(N/A)
 
 
  Details
4/23/2025 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
4/16/2025 Zeta Global Holdings Corp ZETA Maintain Buy
(N/A)
 
 
  Details
4/16/2025 Klaviyo Inc KVYO Maintain Buy
(N/A)
 
 
  Details
4/16/2025 Intapp, Inc INTA Maintain Buy
(N/A)
 
 
  Details
4/16/2025 HubSpot Inc HUBS Maintain Buy
(N/A)
 
 
  Details
4/14/2025 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
4/9/2025 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
4/7/2025 Workiva WK Maintain Buy
(N/A)
 
 
  Details
4/7/2025 OneStream Inc. OS Maintain Buy
(N/A)
 
 
  Details
4/7/2025 Udemy Inc UDMY Downgrade Hold
(Buy)
6.58
(4.87)
-25.99% Details
4/2/2025 nCino Inc. NCNO Downgrade Hold
(Buy)
28.12
(16.82)
-40.18% Details
3/25/2025 Roper Industries ROP Maintain Buy
(N/A)
 
 
  Details
3/24/2025 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
3/14/2025 ServiceTitan TTAN Maintain Buy
(N/A)
 
 
  Details
3/13/2025 UiPath Inc. PATH Maintain Buy
(N/A)
 
 
  Details
3/3/2025 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
2/27/2025 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
2/26/2025 Workiva WK Maintain Buy
(N/A)
 
 
  Details
2/20/2025 Klaviyo Inc KVYO Maintain Buy
(N/A)
 
 
  Details
2/18/2025 Tyler Tech TYL Maintain Buy
(N/A)
 
 
  Details
2/14/2025 Tyler Tech TYL Maintain Buy
(N/A)
 
 
  Details
2/13/2025 Q2 Holdings QTWO Maintain Buy
(N/A)
 
 
  Details
2/13/2025 HubSpot Inc HUBS Maintain Buy
(N/A)
 
 
  Details
2/12/2025 Shopify SHOP Maintain Hold
(N/A)
 
 
  Details
2/10/2025 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
2/7/2025 Paylocity Holding PCTY Maintain Buy
(N/A)
 
 
  Details
2/5/2025 Intapp, Inc INTA Maintain Buy
(N/A)
 
 
  Details
1/31/2025 Roper Industries ROP Maintain Buy
(N/A)
 
 
  Details
1/29/2025 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
1/28/2025 Roper Industries ROP Maintain Buy
(N/A)
 
 
  Details
1/22/2025 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
1/16/2025 Zeta Global Holdings Corp ZETA Maintain Buy
(N/A)
 
 
  Details
1/15/2025 Paycor HCM Inc PYCR Downgrade Hold
(Buy)
22.09
(22.49)
1.81% Details
1/13/2025 Roper Industries ROP Maintain Buy
(N/A)
 
 
  Details
1/6/2025 ServiceTitan TTAN New Coverage Buy
(N/A)
105.79
(82.95)
-21.59% Details
12/20/2024 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
12/13/2024 Intapp, Inc INTA Maintain Buy
(N/A)
 
 
  Details
12/9/2024 HubSpot Inc HUBS Maintain Buy
(N/A)
 
 
  Details
12/4/2024 salesforce.com CRM Maintain Buy
(N/A)
 
 
  Details
11/25/2024 Tyler Tech TYL Maintain Buy
(Buy)
 
 
  Details
11/13/2024 Shopify SHOP Maintain Hold
(N/A)
 
 
  Details
11/12/2024 Zeta Global Holdings Corp ZETA Maintain Buy
(N/A)
 
 
  Details
11/8/2024 HubSpot Inc HUBS Maintain Buy
(N/A)
 
 
  Details
11/7/2024 Q2 Holdings QTWO Maintain Buy
(N/A)
 
 
  Details
11/5/2024 Intapp, Inc INTA Maintain Buy
(N/A)
 
 
  Details
10/31/2024 Paylocity Holding PCTY Maintain Buy
(N/A)
 
 
  Details
10/25/2024 Tyler Tech TYL Maintain Buy
(N/A)
 
 
  Details
10/24/2024 Roper Industries ROP Maintain Buy
(N/A)
 
 
  Details
10/21/2024 nCino Inc. NCNO Maintain Buy
(N/A)
 
 
  Details
10/11/2024 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
10/9/2024 Zeta Global Holdings Corp ZETA Maintain Buy
(N/A)
 
 
  Details
9/27/2024 Zeta Global Holdings Corp ZETA Maintain Buy
(N/A)
 
 
  Details
9/25/2024 Smartsheet Inc. SMAR Downgrade Hold
(Buy)
55.46
(56.47)
1.82% Details
9/24/2024 Q2 Holdings QTWO Maintain Buy
(Buy)
 
 
  Details
9/23/2024 Q2 Holdings QTWO Maintain Buy
(N/A)
 
 
  Details
9/6/2024 Smartsheet Inc. SMAR Maintain Buy
(N/A)
 
 
  Details
9/3/2024 Zeta Global Holdings Corp ZETA Maintain Buy
(N/A)
 
 
  Details
9/3/2024 OneStream Inc. OS Maintain Buy
(N/A)
 
 
  Details
8/19/2024 OneStream Inc. OS New Coverage Buy
(N/A)
28.71
(18.39)
-35.95% Details
8/15/2024 Riskified Ltd. RSKD Maintain Buy
(N/A)
 
 
  Details
8/13/2024 Paycor HCM Inc PYCR Maintain Buy
(N/A)
 
 
  Details
8/9/2024 Five9, Inc FIVN Maintain Buy
(N/A)
 
 
  Details
8/8/2024 Shopify SHOP Maintain Hold
(N/A)
 
 
  Details
8/8/2024 HubSpot Inc HUBS Maintain Buy
(N/A)
 
 
  Details
8/6/2024 ZoomInfo Technologies ZI Maintain Hold
(N/A)
 
 
  Details
8/6/2024 Shopify SHOP Maintain Hold
(N/A)
 
 
  Details
8/2/2024 Udemy Inc UDMY Maintain Buy
(N/A)
 
 
  Details
8/1/2024 Zeta Global Holdings Corp ZETA Maintain Buy
(N/A)
 
 
  Details
8/1/2024 Q2 Holdings QTWO Maintain Buy
(N/A)
 
 
  Details
7/31/2024 Paylocity Holding PCTY Maintain Buy
(N/A)
 
 
  Details
7/29/2024 Instructure, Inc. INST Downgrade Hold
(Buy)
23.38
(23.60)
0.94% Details
7/26/2024 Tyler Tech TYL Maintain Buy
(N/A)
 
 
  Details
7/15/2024 Zeta Global Holdings Corp ZETA New Coverage Buy
(N/A)
17.66
(18.84)
6.68% Details
7/12/2024 Five9, Inc FIVN Maintain Buy
(Buy)
 
 
  Details
7/10/2024 UiPath Inc. PATH Maintain Hold
(Hold)
 
 
  Details
7/5/2024 Instructure, Inc. INST Maintain Buy
(N/A)
 
 
  Details
6/28/2024 Riskified Ltd. RSKD Maintain Buy
(Buy)
 
 
  Details
6/17/2024 Q2 Holdings QTWO Maintain Buy
(N/A)
 
 
  Details
5/30/2024 UiPath Inc. PATH Downgrade Hold
(Buy)
18.30
(11.86)
-35.19% Details
5/23/2024 Tyler Tech TYL Maintain Buy
(N/A)
 
 
  Details
5/16/2024 Riskified Ltd. RSKD Maintain Buy
(N/A)
 
 
  Details
5/10/2024 BigCommerce Holdings BIGC Maintain Hold
(N/A)
 
 
  Details
5/2/2024 Q2 Holdings QTWO Maintain Buy
(N/A)
 
 
  Details
4/30/2024 Coursera Inc COUR Maintain Hold
(N/A)
 
 
  Details
4/19/2024 Q2 Holdings QTWO Maintain Buy
(N/A)
 
 
  Details
4/15/2024 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
3/4/2024 Everbridge EVBG Maintain Hold
(N/A)
 
 
  Details
2/23/2024 BigCommerce Holdings BIGC Maintain Hold
(N/A)
 
 
  Details
2/22/2024 Olo Inc. OLO Maintain Buy
(N/A)
 
 
  Details
2/15/2024 HubSpot Inc HUBS Maintain Buy
(N/A)
 
 
  Details
2/13/2024 ZoomInfo Technologies ZI Maintain Hold
(N/A)
 
 
  Details
2/12/2024 Shopify SHOP Maintain Hold
(N/A)
 
 
  Details
2/9/2024 Paylocity Holding PCTY Maintain Buy
(N/A)
 
 
  Details
2/7/2024 Intapp, Inc INTA Maintain Buy
(N/A)
 
 
  Details
2/2/2024 Coursera Inc COUR Maintain Hold
(N/A)
 
 
  Details
2/1/2024 Roper Industries ROP Maintain Buy
(N/A)
 
 
  Details
1/31/2024 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
1/22/2024 Udemy Inc UDMY Maintain Buy
(N/A)
 
 
  Details
12/8/2023 Smartsheet Inc. SMAR Maintain Buy
(N/A)
 
 
  Details
11/30/2023 nCino Inc. NCNO Maintain Buy
(N/A)
 
 
  Details
11/22/2023 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
11/10/2023 Everbridge EVBG Maintain Hold
(N/A)
 
 
  Details
11/9/2023 BigCommerce Holdings BIGC Maintain Hold
(N/A)
 
 
  Details
11/7/2023 Olo Inc. OLO Maintain Buy
(N/A)
 
 
  Details
11/3/2023 Tyler Tech TYL Maintain Buy
(N/A)
 
 
  Details
10/31/2023 ZoomInfo Technologies ZI Maintain Hold
(N/A)
 
 
  Details
10/30/2023 Paycor HCM Inc PYCR Maintain Buy
(N/A)
 
 
  Details
10/27/2023 Coursera Inc COUR Maintain Hold
(N/A)
 
 
  Details
10/27/2023 EngageSmart inc. ESMT Downgrade Hold
(Buy)
22.60
(23.05)
1.99% Details
10/16/2023 Klaviyo Inc KVYO New Coverage Buy
(N/A)
33.02
(20.98)
-36.46% Details
8/15/2023 Avid Technology AVID Downgrade Hold
(Buy)
26.66
(27.04)
1.43% Details
8/9/2023 Everbridge EVBG Maintain Hold
(N/A)
 
 
  Details
8/7/2023 BigCommerce Holdings BIGC Maintain Hold
(N/A)
 
 
  Details
8/3/2023 HubSpot Inc HUBS Maintain Buy
(N/A)
 
 
  Details
8/1/2023 ZoomInfo Technologies ZI Maintain Hold
(N/A)
 
 
  Details
7/28/2023 Coursera Inc COUR Maintain Hold
(N/A)
 
 
  Details
7/26/2023 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
7/24/2023 Roper Industries ROP Maintain Buy
(N/A)
 
 
  Details
7/12/2023 Paycor HCM Inc PYCR Maintain Buy
(N/A)
 
 
  Details
5/11/2023 RingCentral RNG Maintain Buy
(N/A)
 
 
  Details
5/11/2023 Paycor HCM Inc PYCR Maintain Buy
(N/A)
 
 
  Details
5/10/2023 Everbridge EVBG Maintain Hold
(N/A)
 
 
  Details
5/9/2023 Intapp, Inc INTA Maintain Buy
(N/A)
 
 
  Details
5/8/2023 Upland Software UPLD Maintain Hold
(N/A)
 
 
  Details
5/8/2023 Q2 Holdings QTWO Maintain Buy
(N/A)
 
 
  Details
5/5/2023 Paylocity Holding PCTY Maintain Buy
(N/A)
 
 
  Details
5/5/2023 EngageSmart inc. ESMT Maintain Buy
(N/A)
 
 
  Details
5/5/2023 BigCommerce Holdings BIGC Maintain Hold
(N/A)
 
 
  Details
5/4/2023 Udemy Inc UDMY Maintain Buy
(N/A)
 
 
  Details
5/4/2023 HubSpot Inc HUBS Maintain Buy
(N/A)
 
 
  Details
4/28/2023 Roper Industries ROP Maintain Buy
(N/A)
 
 
  Details
4/26/2023 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
4/4/2023 UiPath Inc. PATH Maintain Buy
(N/A)
 
 
  Details
3/29/2023 nCino Inc. NCNO Maintain Buy
(N/A)
 
 
  Details
3/24/2023 Qualtrics XM Downgrade Hold
(Buy)
17.67
(18.14)
2.66% Details
3/23/2023 Roper Industries ROP Maintain Buy
(N/A)
 
 
  Details
3/20/2023 Roper Industries ROP New Coverage Buy
(N/A)
428.42
(367.50)
-14.22% Details
3/6/2023 Avid Technology AVID Maintain Buy
(N/A)
 
 
  Details
2/27/2023 Coursera Inc COUR Downgrade Hold
(Buy)
12.14
(6.16)
-49.26% Details
2/24/2023 BigCommerce Holdings BIGC Maintain Hold
(N/A)
 
 
  Details
2/23/2023 Five9, Inc FIVN Maintain Buy
(N/A)
 
 
  Details
2/22/2023 Everbridge EVBG Maintain Hold
(N/A)
 
 
  Details
2/17/2023 HubSpot Inc HUBS Maintain Buy
(N/A)
 
 
  Details
2/16/2023 Shopify SHOP Maintain Hold
(N/A)
 
 
  Details
2/10/2023 Coursera Inc COUR Maintain Buy
(N/A)
 
 
  Details
2/7/2023 Intapp, Inc INTA Maintain Buy
(N/A)
 
 
  Details
1/24/2023 Qualtrics XM Maintain Buy
(N/A)
 
 
  Details
1/19/2023 Shopify SHOP Maintain Hold
(N/A)
 
 
  Details
1/12/2023 Upland Software UPLD Maintain Buy
(N/A)
 
 
  Details
1/10/2023 ZoomInfo Technologies ZI Downgrade Hold
(Buy)
25.98
(10.31)
-60.32% Details
12/13/2022 Coupa Software COUP Downgrade Hold
(Buy)
78.65
(80.97)
2.95% Details
11/10/2022 RingCentral RNG Maintain Buy
(N/A)
 
 
  Details
11/9/2022 Everbridge EVBG Maintain Hold
(N/A)
 
 
  Details
11/8/2022 Five9, Inc FIVN Maintain Buy
(N/A)
 
 
  Details
11/8/2022 WM Technology Inc MAPS Downgrade Hold
(Buy)
1.93
(0.73)
-62.18% Details
11/7/2022 Upland Software UPLD Maintain Buy
(N/A)
 
 
  Details
11/4/2022 BigCommerce Holdings BIGC Downgrade Hold
(Buy)
13.25
(4.78)
-63.92% Details
11/3/2022 Paycor HCM Inc PYCR Maintain Buy
(N/A)
 
 
  Details
11/2/2022 ZoomInfo Technologies ZI Maintain Buy
(N/A)
 
 
  Details
10/28/2022 Tyler Tech TYL Maintain Buy
(N/A)
 
 
  Details
10/28/2022 UserTesting Inc USER Downgrade Hold
(Buy)
3.86
(7.50)
94.3% Details
10/27/2022 Coursera Inc COUR Maintain Buy
(N/A)
 
 
  Details
10/20/2022 UserTesting Inc USER Maintain Buy
(N/A)
 
 
  Details
10/17/2022 Five9, Inc FIVN Maintain Buy
(N/A)
 
 
  Details
9/27/2022 Smartsheet Inc. SMAR Maintain Buy
(N/A)
 
 
  Details
9/8/2022 Intapp, Inc INTA Maintain Buy
(N/A)
 
 
  Details
9/2/2022 nCino Inc. NCNO Maintain Buy
(N/A)
 
 
  Details
8/30/2022 Everbridge EVBG Maintain Hold
(N/A)
 
 
  Details
8/12/2022 Olo Inc. OLO Maintain Buy
(N/A)
 
 
  Details
8/10/2022 WM Technology Inc MAPS Maintain Buy
(N/A)
 
 
  Details
8/10/2022 Everbridge EVBG Maintain Hold
(N/A)
 
 
  Details
8/8/2022 HubSpot Inc HUBS Maintain Buy
(N/A)
 
 
  Details
8/5/2022 UserTesting Inc USER Maintain Buy
(N/A)
 
 
  Details
8/5/2022 Q2 Holdings QTWO Maintain Buy
(N/A)
 
 
  Details
8/5/2022 Paylocity Holding PCTY Maintain Buy
(N/A)
 
 
  Details
8/5/2022 BigCommerce Holdings BIGC Maintain Buy
(N/A)
 
 
  Details
8/4/2022 Udemy Inc UDMY Maintain Buy
(N/A)
 
 
  Details
7/28/2022 Coursera Inc COUR Maintain Buy
(N/A)
 
 
  Details
7/25/2022 Blend Labs BLND Maintain Hold
(N/A)
 
 
  Details
7/5/2022 Tyler Tech TYL Maintain Buy
(N/A)
 
 
  Details
7/5/2022 Shopify SHOP Maintain Hold
(N/A)
 
 
  Details
6/2/2022 nCino Inc. NCNO Maintain Buy
(N/A)
 
 
  Details
5/13/2022 Blend Labs BLND Maintain Hold
(N/A)
 
 
  Details
5/10/2022 RingCentral RNG Maintain Buy
(N/A)
 
 
  Details
5/4/2022 Q2 Holdings QTWO Maintain Buy
(N/A)
 
 
  Details
4/28/2022 Coursera Inc COUR Maintain Buy
(N/A)
 
 
  Details
4/1/2022 nCino Inc. NCNO Maintain Buy
(N/A)
 
 
  Details
4/1/2022 Blend Labs BLND Maintain Hold
(N/A)
 
 
  Details
3/29/2022 Anaplan Inc. PLAN Downgrade Hold
(Buy)
64.94
(63.73)
-1.86% Details
3/21/2022 Blend Labs BLND Downgrade Hold
(Buy)
7.06
(1.65)
-76.63% Details
3/15/2022 Coupa Software COUP Maintain Buy
(N/A)
 
 
  Details
3/14/2022 Udemy Inc UDMY Maintain Buy
(N/A)
 
 
  Details
3/1/2022 BigCommerce Holdings BIGC Maintain Buy
(N/A)
 
 
  Details
2/25/2022 Everbridge EVBG Downgrade Hold
(Buy)
46.29
(35.00)
-24.39% Details
2/23/2022 RingCentral RNG Maintain Buy
(N/A)
 
 
  Details
2/22/2022 Riskified Ltd. RSKD Maintain Buy
(N/A)
 
 
  Details
2/11/2022 HubSpot Inc HUBS Maintain Buy
(N/A)
 
 
  Details
2/11/2022 Coursera Inc COUR Maintain Buy
(N/A)
 
 
  Details
2/9/2022 Tyler Tech TYL New Coverage Buy
(N/A)
472.04
(374.59)
-20.64% Details
2/4/2022 Paylocity Holding PCTY Maintain Buy
(N/A)
 
 
  Details
2/4/2022 Paycor HCM Inc PYCR Maintain Buy
(N/A)
 
 
  Details
1/11/2022 Upland Software UPLD Maintain Buy
(N/A)
 
 
  Details
12/27/2021 Everbridge EVBG Maintain Buy
(N/A)
 
 
  Details
12/13/2021 UserTesting Inc USER New Coverage Buy
(N/A)
8.38
(7.50)
-10.5% Details
12/9/2021 Udemy Inc UDMY Maintain Buy
(N/A)
 
 
  Details
12/7/2021 Coupa Software COUP Maintain Buy
(N/A)
 
 
  Details
12/2/2021 nCino Inc. NCNO Maintain Buy
(N/A)
 
 
  Details
11/24/2021 Anaplan Inc. PLAN Maintain Buy
(N/A)
 
 
  Details
11/23/2021 Udemy Inc UDMY New Coverage Buy
(N/A)
29.43
(6.58)
-77.64% Details
11/16/2021 Riskified Ltd. RSKD Maintain Buy
(N/A)
 
 
  Details
11/12/2021 WM Technology Inc MAPS Maintain Buy
(N/A)
 
 
  Details
11/9/2021 Instructure, Inc. INST Maintain Buy
(N/A)
 
 
  Details
11/9/2021 Five9, Inc FIVN Upgrade Buy
(Hold)
145.25
(18.09)
-87.55% Details
11/5/2021 Paylocity Holding PCTY Maintain Buy
(N/A)
 
 
  Details
11/4/2021 Q2 Holdings QTWO Maintain Buy
(N/A)
 
 
  Details
11/2/2021 ZoomInfo Technologies ZI Maintain Buy
(N/A)
 
 
  Details
10/28/2021 Everbridge EVBG Maintain Buy
(N/A)
 
 
  Details
10/27/2021 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
10/18/2021 EngageSmart inc. ESMT New Coverage Buy
(N/A)
32.28
(23.05)
-28.59% Details
9/20/2021 Five9, Inc FIVN Maintain Hold
(N/A)
 
 
  Details
9/9/2021 Intapp, Inc INTA Maintain Buy
(N/A)
 
 
  Details
9/2/2021 WM Technology Inc MAPS New Coverage Buy
(N/A)
14.14
(0.73)
-94.84% Details
9/1/2021 Paycor HCM Inc PYCR Maintain Buy
(N/A)
 
 
  Details
9/1/2021 Anaplan Inc. PLAN Maintain Buy
(N/A)
 
 
  Details
8/23/2021 Riskified Ltd. RSKD New Coverage Buy
(N/A)
28.59
(4.48)
-84.33% Details
8/18/2021 Instructure, Inc. INST Maintain Buy
(N/A)
 
 
  Details
8/16/2021 Paycor HCM Inc PYCR New Coverage Buy
(N/A)
35.15
(22.09)
-37.16% Details
8/16/2021 Instructure, Inc. INST New Coverage Buy
(N/A)
19.98
(23.38)
17.02% Details
8/11/2021 Olo Inc. OLO Maintain Buy
(N/A)
 
 
  Details
8/9/2021 Five9, Inc FIVN Downgrade Hold
(Buy)
201.68
(18.09)
-91.03% Details
8/9/2021 Medallia Inc. MDLA Downgrade Hold
(Buy)
33.85
(33.99)
0.41% Details
8/6/2021 BigCommerce Holdings BIGC Maintain Buy
(N/A)
 
 
  Details
7/28/2021 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
7/26/2021 Intapp, Inc INTA New Coverage Buy
(N/A)
31.86
(27.81)
-12.71% Details
6/18/2021 Olo Inc. OLO Maintain Buy
(N/A)
 
 
  Details
6/8/2021 Coupa Software COUP Maintain Buy
(N/A)
 
 
  Details
5/28/2021 Anaplan Inc. PLAN Maintain Buy
(N/A)
 
 
  Details
5/13/2021 BigCommerce Holdings BIGC Maintain Buy
(N/A)
 
 
  Details
4/28/2021 Manhattan Associates, Inc. MANH Maintain Buy
(N/A)
 
 
  Details
4/12/2021 Olo Inc. OLO New Coverage Buy
(N/A)
28.20
(10.26)
-63.62% Details
3/9/2021 Pluralsight PS Maintain Hold
(N/A)
 
 
  Details
3/2/2021 Upland Software UPLD Maintain Buy
(N/A)
 
 
  Details
2/26/2021 Anaplan Inc. PLAN Maintain Buy
(N/A)
 
 
  Details
1/26/2021 Manhattan Associates, Inc. MANh Maintain Buy
(N/A)
 
 
  Details
1/4/2021 Pluralsight PS Downgrade Hold
(Buy)
20.96
(22.45)
7.11% Details
11/25/2020 Anaplan Inc. PLAN Maintain Buy
(N/A)
 
 
  Details
11/16/2020 BigCommerce Holdings BIGC Upgrade Buy
(Hold)
66.79
(4.78)
-92.84% Details
11/6/2020 BigCommerce Holdings BIGC Maintain Hold
(N/A)
 
 
  Details
9/10/2020 nCino Inc. NCNO Maintain Buy
(N/A)
 
 
  Details
9/10/2020 BigCommerce Holdings BIGC Maintain Hold
(N/A)
 
 
  Details
8/31/2020 BigCommerce Holdings BIGC New Coverage Hold
(N/A)
130.98
(4.78)
-96.35% Details
8/27/2020 Anaplan Inc. PLAN Maintain Buy
(N/A)
 
 
  Details
8/26/2020 Anaplan Inc. PLAN Maintain Buy
(N/A)
 
 
  Details
8/10/2020 nCino Inc. NCNO New Coverage Buy
(N/A)
75.37
(16.82)
-77.68% Details