Ratings by Truist Securities (Terry Tillman)
| Date | Company | Symbol | 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 |

