Ratings by Wolfe Research (Alex Zukin)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/22/2026 | Zoom Video | ZM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2026 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2026 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2026 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2026 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2026 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2026 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2026 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2026 | Via Transportation | VIA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2026 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2026 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2026 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | Zoom Video | ZM | Upgrade | Outperform (Peerperform) |
90.83 (106.20) |
16.92% | Details | |
| 1/15/2026 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2026 | OneStream Inc. | OS | Downgrade | Peerperform (Outperform) |
18.39 (24.00) |
30.51% | Details | |
| 12/10/2025 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2025 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/8/2025 | Confluent Inc | CFLT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | Via Transportation | VIA | New Coverage | Outperform (N/A) |
11.00 (11.00) |
0% | Details | |
| 9/18/2025 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2025 | Figma Inc | FIG | Maintain | Peerperform (N/A) |
|
Details | ||
| 8/27/2025 | MongoDB | MDB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2025 | Figma Inc | FIG | New Coverage | Peerperform (N/A) |
77.30 (22.79) |
-70.52% | Details | |
| 8/12/2025 | monday.com Ltd. | MNDY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | CyberArk Software | CYBR | Downgrade | Peerperform (Outperform) |
435.19 (408.85) |
-6.05% | Details | |
| 7/31/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/9/2025 | MongoDB | MDB | New Coverage | Outperform (N/A) |
210.01 (368.32) |
75.38% | Details | |
| 6/26/2025 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2025 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2025 | Datadog | DDOG | Upgrade | Outperform (Peerperform) |
119.91 (250.33) |
108.76% | Details | |
| 6/6/2025 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2025 | Informatica | INFA | Downgrade | Peerperform (Outperform) |
22.55 (24.79) |
9.93% | Details | |
| 5/23/2025 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | Snowflake Inc. | SNOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/28/2025 | Varonis Systems | VRNS | Upgrade | Outperform (Peerperform) |
41.69 (33.51) |
-19.62% | Details | |
| 3/14/2025 | Docusign Inc. | DOCU | Maintain | Peerperform (N/A) |
|
Details | ||
| 3/4/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2025 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2025 | Snowflake Inc. | SNOW | Upgrade | Outperform (Peerperform) |
192.66 (241.28) |
25.24% | Details | |
| 2/18/2025 | Datadog | DDOG | Downgrade | Peerperform (Outperform) |
135.89 (119.91) |
-11.76% | Details | |
| 2/10/2025 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2025 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2025 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2024 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2024 | Smartsheet Inc. | SMAR | Downgrade | Peerperform (Outperform) |
55.46 (56.47) |
1.82% | Details | |
| 9/13/2024 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2024 | OneStream Inc. | OS | New Coverage | Outperform (N/A) |
28.71 (24.00) |
-16.41% | Details | |
| 7/9/2024 | monday.com Ltd. | MNDY | New Coverage | Outperform (N/A) |
248.98 (85.95) |
-65.48% | Details | |
| 5/20/2024 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2024 | HashiCorp Inc | HCP | Downgrade | Peerperform (Outperform) |
32.82 (34.78) |
5.97% | Details | |
| 3/15/2024 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2024 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2024 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2024 | HashiCorp Inc | HCP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2024 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2024 | Freshworks Inc | FRSH | Upgrade | Outperform (Peerperform) |
20.71 (9.55) |
-53.89% | Details | |
| 2/15/2024 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2024 | Informatica | INFA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | Paylocity Holding | PCTY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2024 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 2/2/2024 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2024 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2023 | salesforce.com | CRM | Upgrade | Outperform (Peerperform) |
257.21 (190.61) |
-25.89% | Details | |
| 12/1/2023 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2023 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/28/2023 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | CyberArk Software | CYBR | Maintain | Peerperform (N/A) |
|
Details | ||
| 11/2/2023 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 9/28/2023 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 9/21/2023 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2023 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2023 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2023 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2023 | HashiCorp Inc | HCP | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2023 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2023 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2023 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2023 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 8/2/2023 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2023 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 6/26/2023 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2023 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2023 | Oracle | ORCL | Upgrade | Outperform (Peerperform) |
107.48 (230.33) |
114.3% | Details | |
| 6/8/2023 | HashiCorp Inc | HCP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2023 | Snowflake Inc. | SNOW | Downgrade | Peerperform (Outperform) |
177.14 (241.28) |
36.21% | Details | |
| 5/4/2023 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2023 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2023 | HashiCorp Inc | HCP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2023 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2023 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2023 | Docusign Inc. | DOCU | Upgrade | Peerperform (Underperform) |
59.61 (52.40) |
-12.1% | Details | |
| 2/17/2023 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2023 | HubSpot Inc | HUBS | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/16/2023 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2023 | Palantir Technologies Inc. | PLTR | Maintain | Underperform (N/A) |
|
Details | ||
| 2/14/2023 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2023 | ZoomInfo Technologies | ZI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2023 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/21/2022 | Freshworks Inc | FRSH | Downgrade | Peerperform (Outperform) |
14.06 (9.55) |
-32.08% | Details | |
| 12/21/2022 | Palantir Technologies Inc. | PLTR | Downgrade | Underperform (Peerperform) |
6.35 (142.20) |
2139.37% | Details | |
| 12/21/2022 | RingCentral | RNG | Downgrade | Peerperform (Outperform) |
36.51 (43.97) |
20.43% | Details | |
| 12/13/2022 | Coupa Software | COUP | Downgrade | Peerperform (Outperform) |
62.09 (80.97) |
30.41% | Details | |
| 12/9/2022 | Docusign Inc. | DOCU | Maintain | Underperform (N/A) |
|
Details | ||
| 12/2/2022 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2022 | salesforce.com | CRM | Downgrade | Peerperform (Outperform) |
160.25 (190.61) |
18.95% | Details | |
| 11/30/2022 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/23/2022 | Coupa Software | COUP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2022 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2022 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2022 | ZoomInfo Technologies | ZI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/29/2022 | Docusign Inc. | DOCU | Upgrade | Underperform (N/A) |
52.63 (52.40) |
-0.44% | Details | |
| 9/22/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2022 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/2/2022 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/2/2022 | HashiCorp Inc | HCP | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2022 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2022 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/25/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2022 | CyberArk Software | CYBR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Paylocity Holding | PCTY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2022 | ZoomInfo Technologies | ZI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2022 | Varonis Systems | VRNS | Downgrade | Peerperform (Outperform) |
29.84 (41.69) |
39.71% | Details | |
| 6/30/2022 | Duck Creek Technologies | DCT | Maintain | (N/A) |
|
Details | ||
| 6/21/2022 | Docusign Inc. | DOCU | Maintain | Underperform (N/A) |
|
Details | ||
| 6/17/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/16/2022 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2022 | Docusign Inc. | DOCU | Downgrade | Underperform (Peerperform) |
87.36 (52.40) |
-40.02% | Details | |
| 6/8/2022 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2022 | salesforce.com | CRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2022 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2022 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2022 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2022 | Ceridian HCM Holding Inc. | CDAY | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/3/2022 | Varonis Systems | VRNS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2022 | ZoomInfo Technologies | ZI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2022 | Zendesk | ZEN | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/22/2022 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2022 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2022 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2022 | Palantir Technologies Inc. | PLTR | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/22/2022 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2022 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2022 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2022 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2022 | Ceridian HCM Holding Inc. | CDAY | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/22/2022 | Paylocity Holding | PCTY | Upgrade | Outperform (Peerperform) |
190.90 (112.82) |
-40.9% | Details | |
| 4/11/2022 | SailPoint Technologies Holdings | SAIL | Downgrade | Peerperform (Outperform) |
49.59 (18.38) |
-62.94% | Details | |
| 4/4/2022 | Duck Creek Technologies | DCT | Downgrade | Peerperform (Outperform) |
19.04 (18.99) |
-0.26% | Details | |
| 3/29/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2022 | Adobe | ADBE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/21/2022 | Anaplan Inc. | PLAN | Downgrade | Peerperform (Outperform) |
50.59 (63.73) |
25.97% | Details | |
| 3/16/2022 | Smartsheet Inc. | SMAR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2022 | Docusign Inc. | DOCU | Maintain | Peerperform (N/A) |
|
Details | ||
| 3/11/2022 | Oracle | ORCL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2022 | CrowdStrike Holdings | CRWD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2022 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2022 | Samsara Inc | IOT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2022 | Okta, Inc | OKTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2022 | Anaplan Inc. | PLAN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2022 | Zoom Video | ZM | Downgrade | Peerperform (Outperform) |
132.60 (90.83) |
-31.5% | Details | |
| 3/2/2022 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Zscaler | ZS | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/18/2022 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2022 | Palantir Technologies Inc. | PLTR | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/16/2022 | Informatica | INFA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2022 | Zendesk | ZEN | Downgrade | Peerperform (Outperform) |
114.18 (77.48) |
-32.14% | Details | |
| 2/11/2022 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2022 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2022 | Ceridian HCM Holding Inc. | CDAY | Downgrade | Peerperform (Outperform) |
81.01 (69.52) |
-14.18% | Details | |
| 2/10/2022 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2022 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2022 | Samsara Inc | IOT | New Coverage | Outperform (N/A) |
22.99 (36.34) |
58.07% | Details | |
| 1/3/2022 | HashiCorp Inc | HCP | New Coverage | Outperform (N/A) |
91.04 (34.78) |
-61.8% | Details | |
| 12/10/2021 | Oracle | ORCL | Maintain | Peerperform (N/A) |
|
Details | ||
| 12/9/2021 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2021 | Zscaler | ZS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/24/2021 | Anaplan Inc. | PLAN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/23/2021 | Zoom Video | ZM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2021 | Informatica | INFA | New Coverage | Outperform (N/A) |
33.50 (22.55) |
-32.69% | Details | |
| 11/19/2021 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2021 | Intuit | INTU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2021 | RingCentral | RNG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2021 | Palantir Technologies Inc. | PLTR | Maintain | Peerperform (N/A) |
|
Details | ||
| 11/10/2021 | SailPoint Technologies Holdings | SAIL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2021 | Freshworks Inc | FRSH | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2021 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | Atlassian Corporation | TEAM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | Tyler Tech | TYL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | Zendesk | ZEN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2021 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2021 | Freshworks Inc | FRSH | New Coverage | Outperform (N/A) |
41.68 (9.55) |
-77.09% | Details | |
| 10/13/2021 | HubSpot Inc | HUBS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2021 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/6/2021 | Palantir Technologies Inc. | PLTR | Maintain | Peerperform (N/A) |
|
Details | ||
| 10/1/2021 | Zoom Video | ZM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/14/2021 | Zoom Video | ZM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/13/2021 | Tyler Tech | TYL | New Coverage | Outperform (N/A) |
471.68 (303.77) |
-35.6% | Details | |
| 8/30/2021 | Atlassian Corporation | TEAM | New Coverage | Outperform (N/A) |
349.99 (101.53) |
-70.99% | Details | |
| 8/13/2021 | Palantir Technologies Inc. | PLTR | Maintain | Peerperform (N/A) |
|
Details | ||
| 8/6/2021 | Zscaler | ZS | New Coverage | Outperform (N/A) |
247.67 (134.37) |
-45.75% | Details | |
| 8/6/2021 | Varonis Systems | VRNS | New Coverage | Outperform (N/A) |
60.02 (33.51) |
-44.17% | Details | |
| 8/6/2021 | SailPoint Technologies Holdings | SAIL | New Coverage | Outperform (N/A) |
50.74 (18.38) |
-63.78% | Details | |
| 8/6/2021 | Okta, Inc | OKTA | New Coverage | Outperform (N/A) |
252.29 (124.65) |
-50.59% | Details | |
| 8/6/2021 | CyberArk Software | CYBR | New Coverage | Outperform (N/A) |
141.46 (408.85) |
189.02% | Details | |
| 8/6/2021 | CrowdStrike Holdings | CRWD | New Coverage | Outperform (N/A) |
265.62 (747.61) |
181.46% | Details | |
| 7/28/2021 | Microsoft | MSFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2021 | Asana | ASAN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2021 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2021 | Zoom Video | ZM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2021 | Zoom Video | ZM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2021 | Anaplan Inc. | PLAN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2021 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2021 | Workday | WDAY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2021 | Twilio | TWLO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2021 | ServiceNow | NOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2021 | Paycom Software | PAYC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2021 | Zoom Video | ZM | New Coverage | Outperform (N/A) |
322.76 (106.20) |
-67.1% | Details | |
| 4/23/2021 | ZoomInfo Technologies | ZI | New Coverage | Outperform (N/A) |
49.10 (10.31) |
-79% | Details | |
| 4/23/2021 | Zendesk | ZEN | New Coverage | Outperform (N/A) |
144.99 (77.48) |
-46.56% | Details | |
| 4/23/2021 | Twilio | TWLO | New Coverage | Outperform (N/A) |
370.20 (227.26) |
-38.61% | Details | |
| 4/23/2021 | Workday | WDAY | New Coverage | Outperform (N/A) |
251.62 (146.90) |
-41.62% | Details | |
| 4/23/2021 | Smartsheet Inc. | SMAR | New Coverage | Outperform (N/A) |
60.91 (56.47) |
-7.29% | Details | |
| 4/23/2021 | ServiceNow | NOW | New Coverage | Outperform (N/A) |
546.47 (117.90) |
-78.43% | Details | |
| 4/23/2021 | salesforce.com | CRM | New Coverage | Outperform (N/A) |
230.56 (190.61) |
-17.33% | Details | |
| 4/23/2021 | Paylocity Holding | PCTY | New Coverage | Peerperform (N/A) |
192.35 (112.82) |
-41.35% | Details | |
| 4/23/2021 | Paycom Software | PAYC | New Coverage | Outperform (N/A) |
388.25 (137.79) |
-64.51% | Details | |
| 4/23/2021 | Oracle | ORCL | New Coverage | Peerperform (N/A) |
76.66 (230.33) |
200.46% | Details | |
| 4/23/2021 | Microsoft | MSFT | New Coverage | Outperform (N/A) |
260.58 (427.34) |
64% | Details | |
| 4/23/2021 | Intuit | INTU | New Coverage | Outperform (N/A) |
408.95 (311.44) |
-23.84% | Details | |
| 4/23/2021 | HubSpot Inc | HUBS | New Coverage | Outperform (N/A) |
506.53 (222.45) |
-56.08% | Details | |
| 4/23/2021 | Duck Creek Technologies | DCT | New Coverage | Outperform (N/A) |
42.12 (19.04) |
-54.8% | Details | |
| 4/23/2021 | Docusign Inc. | DOCU | New Coverage | Outperform (N/A) |
219.36 (52.40) |
-76.11% | Details | |
| 4/23/2021 | Coupa Software | COUP | New Coverage | Outperform (N/A) |
263.10 (80.97) |
-69.22% | Details | |
| 4/23/2021 | Ceridian HCM Holding Inc. | CDAY | New Coverage | Outperform (N/A) |
92.98 (69.52) |
-25.23% | Details | |
| 4/23/2021 | Asana | ASAN | New Coverage | Outperform (N/A) |
31.82 (7.97) |
-74.95% | Details | |
| 4/23/2021 | Anaplan Inc. | PLAN | New Coverage | Outperform (N/A) |
57.88 (63.73) |
10.11% | Details | |
| 4/23/2021 | Adobe | ADBE | New Coverage | Outperform (N/A) |
512.34 (256.24) |
-49.99% | Details | |
| 4/23/2021 | Palantir Technologies Inc. | PLTR | New Coverage | Peerperform (N/A) |
22.63 (142.20) |
528.37% | Details |
