Ratings by Goldman Sachs (Will Nance)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/15/2026 | Klarna | KLAR | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2026 | NCR Voyix | VYX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/11/2026 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2026 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2026 | Remitly Global Inc | RELY | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2026 | Jack Henry | JKHY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2026 | Flywire | FLYW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2026 | PayPal | PYPL | Maintain | Sell (N/A) |
|
Details | ||
| 5/4/2026 | Upstart Holdings Inc | UPST | Maintain | Neutral (N/A) |
|
Details | ||
| 4/13/2026 | SoFi Technologies | SOFI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/13/2026 | NCR Voyix | VYX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/13/2026 | Fiserv | FISV | Maintain | Neutral (N/A) |
|
Details | ||
| 4/13/2026 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 3/26/2026 | SoFi Technologies | SOFI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/9/2026 | Global Payments | GPN | New Coverage | Neutral (N/A) |
76.40 (67.09) |
-12.19% | Details | |
| 3/9/2026 | Fidelity National Information Services | FIS | New Coverage | Buy (N/A) |
51.49 (38.58) |
-25.07% | Details | |
| 3/3/2026 | PAR Technology | PAR | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2026 | NCR Voyix | VYX | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2026 | Shift4 Payments | FOUR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2026 | Shift4 Payments | FOUR | Downgrade | Neutral (Buy) |
58.31 (43.95) |
-24.63% | Details | |
| 2/25/2026 | Flywire | FLYW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/24/2026 | Paymentus | PAY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2026 | Klarna | KLAR | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2026 | Remitly Global Inc | RELY | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2026 | Upstart Holdings Inc | UPST | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2026 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2026 | Upstart Holdings Inc | UPST | Upgrade | Neutral (Sell) |
30.19 (32.98) |
9.24% | Details | |
| 2/9/2026 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2026 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2026 | MasterCard | MA | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2025 | Chime Financial | CHYM | Upgrade | Buy (Neutral) |
20.17 (17.62) |
-12.64% | Details | |
| 11/20/2025 | Block Inc. | XYZ | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2025 | Fiserv | FI | Downgrade | Neutral (Buy) |
126.17 (63.80) |
-49.43% | Details | |
| 10/22/2025 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2025 | Marqeta Inc. | MQ | Downgrade | Sell (Neutral) |
5.06 (3.99) |
-21.15% | Details | |
| 10/13/2025 | PayPal | PYPL | Downgrade | Sell (Neutral) |
75.75 (42.75) |
-43.56% | Details | |
| 10/6/2025 | Klarna | KLAR | New Coverage | Buy (N/A) |
40.74 (18.85) |
-53.73% | Details | |
| 9/16/2025 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2025 | Riskified Ltd. | RSKD | Maintain | Sell (N/A) |
|
Details | ||
| 8/6/2025 | Shift4 Payments | FOUR | New Coverage | Buy (N/A) |
86.43 (58.31) |
-32.53% | Details | |
| 8/6/2025 | Toast Inc. | tost | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2025 | Flywire | FLYW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2025 | Upstart Holdings Inc | UPST | New Coverage | Sell (N/A) |
75.62 (32.98) |
-56.39% | Details | |
| 7/7/2025 | Chime Financial | CHYM | New Coverage | Neutral (N/A) |
30.01 (20.17) |
-32.79% | Details | |
| 5/19/2025 | Fiserv | FI | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2025 | Western Union Co. | WU | Maintain | Sell (N/A) |
|
Details | ||
| 3/25/2025 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2025 | Riskified Ltd. | RSKD | Maintain | Sell (N/A) |
|
Details | ||
| 2/28/2025 | NCR Voyix | VYX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2025 | Payoneer | PAYO | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2025 | Marqeta Inc. | MQ | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2025 | AvidXChange Holdings | AVDX | Maintain | Sell (N/A) |
|
Details | ||
| 2/26/2025 | Flywire | FLYW | Downgrade | Neutral (Buy) |
17.64 (16.60) |
-5.9% | Details | |
| 2/20/2025 | Remitly Global Inc | RELY | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2025 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2025 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2025 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2025 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2025 | Visa | V | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2025 | Jack Henry | JKHY | Maintain | Sell (N/A) |
|
Details | ||
| 1/9/2025 | Global Payments | GPN | Downgrade | Neutral (Buy) |
112.28 (76.40) |
-31.96% | Details | |
| 1/9/2025 | Bill.com Holdings Inc. | BILL | Upgrade | Buy (Neutral) |
83.76 (33.37) |
-60.16% | Details | |
| 12/2/2024 | Robinhood Markets | HOOD | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2024 | Riskified Ltd. | RSKD | Maintain | Sell (N/A) |
|
Details | ||
| 12/2/2024 | PAR Technology | PAR | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2024 | Marqeta Inc. | MQ | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2024 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2024 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2024 | Fiserv | FI | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2024 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2024 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2024 | Bill.com Holdings Inc. | BILL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2024 | AvidXChange Holdings | AVDX | Maintain | Sell (N/A) |
|
Details | ||
| 12/2/2024 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2024 | Toast Inc. | TOST | Downgrade | Neutral (Buy) |
43.18 (26.24) |
-39.23% | Details | |
| 11/14/2024 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2024 | Paymentus | PAY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2024 | PAR Technology | PAR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2024 | Bill.com Holdings Inc. | BILL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2024 | AvidXChange Holdings | AVDX | Maintain | Sell (N/A) |
|
Details | ||
| 11/6/2024 | Payoneer | PAYO | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2024 | Marqeta Inc. | MQ | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2024 | Robinhood Markets | HOOD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2024 | Robinhood Markets | HOOD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/29/2024 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2024 | Robinhood Markets | HOOD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2024 | Toast Inc. | TOST | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2024 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2024 | Robinhood Markets | HOOD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2024 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2024 | Payoneer | PAYO | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2024 | PAR Technology | PAR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2024 | Bill.com Holdings Inc. | BILL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2024 | AvidXChange Holdings | AVDX | Maintain | Sell (N/A) |
|
Details | ||
| 10/14/2024 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2024 | NCR Voyix | VYX | New Coverage | Neutral (N/A) |
13.35 (7.57) |
-43.3% | Details | |
| 9/25/2024 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2024 | Robinhood Markets | HOOD | Maintain | Neutral (N/A) |
|
Details | ||
| 9/9/2024 | Marqeta Inc. | MQ | Maintain | Neutral (N/A) |
|
Details | ||
| 9/9/2024 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 9/5/2024 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2024 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2024 | Bill.com Holdings Inc. | BILL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/23/2024 | Bilibili | BILL | Downgrade | Neutral (Buy) |
12.96 (33.37) |
157.48% | Details | |
| 8/20/2024 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/15/2024 | Riskified Ltd. | RSKD | Maintain | Sell (N/A) |
|
Details | ||
| 8/8/2024 | Paymentus | PAY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2024 | Payoneer | PAYO | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2024 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2024 | AvidXChange Holdings | AVDX | Maintain | Sell (N/A) |
|
Details | ||
| 7/24/2024 | Visa | V | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2024 | PAR Technology | PAR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2024 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2024 | Robinhood Markets | HOOD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2024 | Remitly Global Inc | RELY | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2024 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2024 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 7/11/2024 | Bank of N.T. Butterfield | NTB | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2024 | Riskified Ltd. | RSKD | Downgrade | Sell (Neutral) |
6.36 (4.89) |
-23.11% | Details | |
| 6/24/2024 | Block Inc. | SQ | New Coverage | Buy (N/A) |
62.74 (86.96) |
38.6% | Details | |
| 6/24/2024 | Affirm Holdings Inc. | AFRM | New Coverage | Buy (Neutral) |
30.14 (78.17) |
159.36% | Details | |
| 6/24/2024 | Marqeta Inc. | MQ | New Coverage | Neutral (N/A) |
5.06 (5.06) |
0% | Details | |
| 5/30/2024 | Toast Inc. | TOST | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2024 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2024 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2024 | Toast Inc. | TOST | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2024 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2024 | Robinhood Markets | HOOD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2024 | Paymentus | PAY | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2024 | AvidXChange Holdings | AVDX | Downgrade | Sell (Neutral) |
12.12 (10.00) |
-17.49% | Details | |
| 3/19/2024 | Remitly Global Inc | RELY | Maintain | Buy (N/A) |
|
Details | ||
| 3/19/2024 | Robinhood Markets | HOOD | Maintain | Neutral (N/A) |
|
Details | ||
| 3/18/2024 | NCR Voyix | VYX | New Coverage | Neutral (N/A) |
12.62 (13.35) |
5.78% | Details | |
| 3/8/2024 | Coinbase Global Inc. | COIN | Upgrade | Neutral (Sell) |
238.55 (189.75) |
-20.46% | Details | |
| 3/6/2024 | Riskified Ltd. | RSKD | Maintain | Neutral (N/A) |
|
Details | ||
| 3/5/2024 | Paymentus | PAY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/29/2024 | AvidXChange Holdings | AVDX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/29/2024 | Fidelity National Information Services | FIS | New Coverage | Buy (N/A) |
66.98 (51.49) |
-23.13% | Details | |
| 2/28/2024 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2024 | Remitly Global Inc | RELY | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2024 | Coinbase Global Inc. | COIN | Maintain | Sell (N/A) |
|
Details | ||
| 2/14/2024 | Robinhood Markets | HOOD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2024 | Fiserv | FI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/11/2024 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2024 | Robinhood Markets | HOOD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/11/2024 | Remitly Global Inc | RELY | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2024 | Payoneer | PAYO | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2024 | Nuvei Corp. | NVEI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/11/2024 | MasterCard | MA | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2024 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2024 | Global-E Online Ltd | GLBE | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2024 | Bank of N.T. Butterfield | NTB | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2024 | Toast Inc. | TOST | Upgrade | Buy (Neutral) |
18.64 (43.18) |
131.65% | Details | |
| 1/2/2024 | Shift4 Payments | FOUR | Downgrade | Buy (Conviction Buy) |
74.34 (86.43) |
16.26% | Details | |
| 12/6/2023 | Payoneer | PAYO | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2023 | Coinbase Global Inc. | COIN | Maintain | Sell (N/A) |
|
Details | ||
| 11/17/2023 | Global-E Online Ltd | GLBE | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2023 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2023 | Nuvei Corp. | NVEI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2023 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2023 | Paymentus | PAY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2023 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Remitly Global Inc | RELY | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2023 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2023 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2023 | Remitly Global Inc | RELY | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2023 | Paymentus | PAY | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2023 | Nuvei Corp. | NVEI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2023 | Bank of N.T. Butterfield | NTB | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2023 | Jack Henry | JKHY | Downgrade | Sell (Neutral) |
148.82 (128.41) |
-13.71% | Details | |
| 10/6/2023 | PAR Technology | PAR | Maintain | Neutral (N/A) |
|
Details | ||
| 9/22/2023 | Payoneer | PAYO | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2023 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 8/10/2023 | Nuvei Corp. | NVEI | Downgrade | Neutral (Buy) |
29.93 (33.99) |
13.56% | Details | |
| 8/9/2023 | Global-E Online Ltd | GLBE | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2023 | Paymentus | PAY | Upgrade | Neutral (Sell) |
11.02 (21.43) |
94.46% | Details | |
| 8/7/2023 | Coinbase Global Inc. | COIN | Maintain | Sell (N/A) |
|
Details | ||
| 8/4/2023 | Coinbase Global Inc. | COIN | Maintain | Sell (N/A) |
|
Details | ||
| 8/3/2023 | Remitly Global Inc | RELY | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2023 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2023 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2023 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2023 | Robinhood Markets | HOOD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2023 | Paymentus | PAY | Maintain | Sell (N/A) |
|
Details | ||
| 7/13/2023 | Nuvei Corp. | NVEI | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2023 | Global-E Online Ltd | GLBE | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2023 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2023 | EngageSmart inc. | ESMT | Downgrade | Neutral (Buy) |
19.24 (23.05) |
19.8% | Details | |
| 7/12/2023 | Jack Henry | JKHY | New Coverage | Neutral (N/A) |
163.22 (128.41) |
-21.33% | Details | |
| 6/6/2023 | Coinbase Global Inc. | COIN | Maintain | Sell (N/A) |
|
Details | ||
| 6/2/2023 | AvidXChange Holdings | AVDX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2023 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2023 | Paymentus | PAY | Maintain | Sell (N/A) |
|
Details | ||
| 5/5/2023 | Coinbase Global Inc. | COIN | Maintain | Sell (N/A) |
|
Details | ||
| 5/5/2023 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2023 | Remitly Global Inc | RELY | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2023 | Remitly Global Inc | RELY | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2023 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2023 | Western Union Co. | WU | Maintain | Sell (N/A) |
|
Details | ||
| 4/13/2023 | PAR Technology | PAR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/13/2023 | Nuvei Corp. | NVEI | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2023 | Fiserv | FISV | Maintain | Neutral (N/A) |
|
Details | ||
| 4/13/2023 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2023 | EngageSmart inc. | ESMT | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2023 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2023 | Bank of N.T. Butterfield | NTB | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2023 | Global Payments | GPN | Upgrade | Buy (Neutral) |
105.86 (67.09) |
-36.62% | Details | |
| 3/2/2023 | PAR Technology | PAR | Maintain | Neutral (N/A) |
|
Details | ||
| 3/1/2023 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2023 | EngageSmart inc. | ESMT | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2023 | Robinhood Markets | HOOD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2023 | MasterCard | MA | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2023 | Robinhood Markets | HOOD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2023 | Bank of N.T. Butterfield | NTB | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2023 | Coinbase Global Inc. | COIN | Maintain | Sell (N/A) |
|
Details | ||
| 1/9/2023 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2023 | Flywire | FLYW | Maintain | Buy (Buy) |
|
Details | ||
| 1/9/2023 | Payoneer | PAYO | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2023 | Global-E Online Ltd | GLBE | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2023 | AvidXChange Holdings | AVDX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2023 | Remitly Global Inc | RELY | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2023 | EngageSmart inc. | ESMT | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2023 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2023 | PAR Technology | PAR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2023 | Western Union Co. | WU | Maintain | Sell (N/A) |
|
Details | ||
| 1/9/2023 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2023 | Fiserv | FISV | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2023 | MasterCard | MA | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2023 | Visa | V | Maintain | Sell (N/A) |
|
Details | ||
| 1/9/2023 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2023 | Riskified Ltd. | RSKD | Upgrade | Neutral (Sell) |
4.52 (4.89) |
8.19% | Details | |
| 1/9/2023 | Paymentus | PAY | Downgrade | Sell (Neutral) |
7.96 (21.43) |
169.22% | Details | |
| 1/9/2023 | Nuvei Corp. | NVEI | Upgrade | Buy (Neutral) |
26.73 (33.99) |
27.16% | Details | |
| 1/9/2023 | Shift4 Payments | FOUR | Upgrade | Buy (Neutral) |
53.59 (43.95) |
-17.99% | Details | |
| 11/17/2022 | Silvergate Capital Corp. | SI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/17/2022 | Global-E Online Ltd | GLBE | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2022 | Riskified Ltd. | RSKD | Maintain | Sell (N/A) |
|
Details | ||
| 11/10/2022 | Paymentus | PAY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2022 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | EngageSmart inc. | ESMT | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2022 | Robinhood Markets | HOOD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2022 | Silvergate Capital Corp. | SI | Downgrade | Neutral (Buy) |
54.88 (12.20) |
-77.77% | Details | |
| 8/17/2022 | Global-E Online Ltd | GLBE | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2022 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2022 | Payoneer | PAYO | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2022 | Riskified Ltd. | RSKD | Maintain | Sell (N/A) |
|
Details | ||
| 8/10/2022 | Coinbase Global Inc. | COIN | Maintain | Sell (N/A) |
|
Details | ||
| 8/10/2022 | PAR Technology | PAR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/10/2022 | PAR Technology | PAR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2022 | Western Union Co. | WU | Maintain | Sell (N/A) |
|
Details | ||
| 8/4/2022 | Paymentus | PAY | Downgrade | Neutral (Buy) |
18.11 (21.43) |
18.33% | Details | |
| 7/14/2022 | Nuvei Corp. | NVEI | Downgrade | Neutral (Buy) |
31.11 (33.99) |
9.26% | Details | |
| 7/14/2022 | Payoneer | PAYO | Upgrade | Buy (Neutral) |
4.50 (7.09) |
57.56% | Details | |
| 7/14/2022 | Flywire | FLYW | Upgrade | Buy (Neutral) |
21.31 (17.64) |
-17.22% | Details | |
| 7/12/2022 | Silvergate Capital Corp. | SI | Maintain | Buy (N/A) |
|
Details | ||
| 7/5/2022 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 6/27/2022 | Robinhood Markets | HOOD | Upgrade | Buy (Sell) |
7.98 (40.00) |
401.25% | Details | |
| 6/27/2022 | Coinbase Global Inc. | COIN | Downgrade | Sell (Buy) |
58.88 (238.55) |
305.15% | Details | |
| 6/15/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/18/2022 | Western Union Co. | WU | New Coverage | Sell (N/A) |
17.08 (7.25) |
-57.55% | Details | |
| 5/18/2022 | Fiserv | FISV | New Coverage | Neutral (N/A) |
96.25 (48.32) |
-49.8% | Details | |
| 5/18/2022 | Fidelity National Information Services | FIS | New Coverage | Buy (N/A) |
96.30 (66.98) |
-30.45% | Details | |
| 5/18/2022 | Shift4 Payments | FOUR | New Coverage | Neutral (N/A) |
1.09 (43.95) |
3932.11% | Details | |
| 5/18/2022 | PAR Technology | PAR | New Coverage | Neutral (N/A) |
33.12 (16.32) |
-50.72% | Details | |
| 5/11/2022 | Coinbase Global Inc. | COIN | Downgrade | Neutral (Buy) |
72.99 (151.77) |
107.93% | Details | |
| 4/20/2022 | Interactive Brokers Group | IBKR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2022 | Silvergate Capital Corp. | SI | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2022 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2022 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2022 | Interactive Brokers Group | IBKR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2022 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2022 | Paymentus | PAY | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2022 | Flywire | FLYW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2022 | Payoneer | PAYO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2022 | Riskified Ltd. | RSKD | Maintain | Sell (N/A) |
|
Details | ||
| 4/8/2022 | Global-E Online Ltd | GLBE | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2022 | Remitly Global Inc | RELY | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2022 | EngageSmart inc. | ESMT | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2022 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2022 | AvidXChange Holdings | AVDX | Downgrade | Neutral (Buy) |
8.18 (10.00) |
22.25% | Details | |
| 4/8/2022 | Robinhood Markets | HOOD | Downgrade | Sell (Neutral) |
12.51 (97.85) |
682.17% | Details | |
| 2/25/2022 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2022 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2022 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 1/20/2022 | Silvergate Capital Corp. | SI | Upgrade | Buy (Neutral) |
103.34 (54.88) |
-46.89% | Details | |
| 1/11/2022 | Bill.com Holdings Inc. | BILL | New Coverage | Buy (N/A) |
201.93 (33.37) |
-83.47% | Details | |
| 12/10/2021 | Payoneer | PAYO | New Coverage | Neutral (N/A) |
7.06 (7.09) |
0.42% | Details | |
| 12/10/2021 | Riskified Ltd. | RSKD | New Coverage | Sell (N/A) |
9.30 (4.89) |
-47.42% | Details | |
| 12/10/2021 | Global-E Online Ltd | GLBE | New Coverage | Buy (N/A) |
67.11 (33.73) |
-49.74% | Details | |
| 12/10/2021 | Flywire | FLYW | New Coverage | Neutral (N/A) |
41.36 (16.60) |
-59.86% | Details | |
| 12/10/2021 | Paymentus | PAY | New Coverage | Buy (N/A) |
30.84 (21.43) |
-30.51% | Details | |
| 11/10/2021 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 11/10/2021 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2021 | AvidXChange Holdings | AVDX | New Coverage | Buy (N/A) |
24.93 (10.00) |
-59.89% | Details | |
| 10/27/2021 | Robinhood Markets | HOOD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/19/2021 | Remitly Global Inc | RELY | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2021 | EngageSmart inc. | ESMT | New Coverage | Buy (N/A) |
32.28 (23.05) |
-28.59% | Details | |
| 10/18/2021 | Remitly Global Inc | RELY | New Coverage | Buy (N/A) |
38.30 (21.42) |
-44.07% | Details | |
| 10/18/2021 | Toast Inc. | TOST | New Coverage | Neutral (N/A) |
56.36 (26.24) |
-53.44% | Details | |
| 8/23/2021 | Robinhood Markets | HOOD | New Coverage | Neutral (N/A) |
44.69 (97.85) |
118.95% | Details | |
| 8/17/2021 | Silvergate Capital Corp. | SI | Downgrade | Buy (Conviction Buy) |
111.70 (103.34) |
-7.48% | Details | |
| 8/11/2021 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2021 | Silvergate Capital Corp. | SI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/8/2021 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2021 | Interactive Brokers Group | IBKR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/8/2021 | Charles Schwab Corp. | SCHW | Downgrade | Neutral (Conviction Buy) |
70.77 (70.32) |
-0.64% | Details | |
| 6/14/2021 | Silvergate Capital Corp. | SI | New Coverage | Neutral (N/A) |
101.18 (19.75) |
-80.48% | Details | |
| 5/24/2021 | Coinbase Global Inc. | COIN | New Coverage | Buy (N/A) |
224.35 (72.99) |
-67.47% | Details | |
| 4/5/2021 | Charles Schwab Corp. | SCHW | Upgrade | Conviction Buy (Buy) |
65.18 (70.77) |
8.58% | Details | |
| 1/12/2021 | Interactive Brokers Group | IBKR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2021 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2020 | Bank of N.T. Butterfield | NTB | New Coverage | Buy (N/A) |
24.89 (58.99) |
137% | Details | |
| 7/23/2020 | Interactive Brokers Group | IBKR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/24/2020 | E*TRADE | ETFC | Downgrade | Neutral (Buy) |
54.73 (49.26) |
-9.99% | Details | |
| 10/22/2019 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2019 | E*TRADE | ETFC | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2019 | TD Ameritrade | AMTD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/3/2019 | E*TRADE | ETFC | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2018 | Interactive Brokers Group | IBKR | New Coverage | Neutral (N/A) |
55.78 (61.00) |
9.36% | Details | |
| 11/30/2018 | TD Ameritrade | AMTD | New Coverage | Neutral (N/A) |
53.94 (1.03) |
-98.09% | Details | |
| 11/30/2018 | E*TRADE | ETFC | New Coverage | Buy (N/A) |
52.63 (54.73) |
3.99% | Details | |
| 11/30/2018 | Charles Schwab Corp. | SCHW | New Coverage | Buy (N/A) |
45.66 (91.75) |
100.94% | Details |

