Ratings by JPMorgan (Alexei Gogolev)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/14/2026 | Guidewire | GWRE | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/6/2026 | Braze Inc | BRZE | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/25/2026 | Doximity Inc | DOCS | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/23/2026 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/18/2026 | Wix.com | WIX | Maintain | Underweight (Underweight) |
|
Details | ||
| 6/18/2026 | GoDaddy Inc | GDDY | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/18/2026 | VeriSign | VRSN | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/14/2026 | Doximity Inc | DOCS | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/13/2026 | Wix.com | WIX | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/6/2026 | Intapp, Inc | INTA | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/1/2026 | GoDaddy Inc | GDDY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2026 | Waystar Holding | WAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/29/2026 | CoStar Group | CSGP | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2026 | VeriSign | VRSN | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/17/2026 | Waystar Holding | WAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/17/2026 | Phreesia Inc. | PHR | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/31/2026 | Phreesia Inc. | PHR | Downgrade | Neutral (Overweight) |
10.98 (10.71) |
-2.46% | Details | |
| 3/27/2026 | Wix.com | WIX | Downgrade | Underweight (Neutral) |
89.12 (51.45) |
-42.27% | Details | |
| 3/25/2026 | Braze Inc | BRZE | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/18/2026 | HealthEquity, Inc | HQY | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/12/2026 | Braze Inc | BRZE | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/27/2026 | Autodesk | ADSK | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/25/2026 | GoDaddy Inc | GDDY | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/25/2026 | CoStar Group | CSGP | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/20/2026 | Veeva Systems | VEEV | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/20/2026 | Phreesia Inc. | PHR | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/20/2026 | Doximity Inc | DOCS | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/6/2026 | Doximity Inc | DOCS | Upgrade | Neutral (Underweight) |
35.25 (21.52) |
-38.95% | Details | |
| 2/2/2026 | PTC Inc. | PTC | Downgrade | Underweight (Neutral) |
153.48 (124.37) |
-18.97% | Details | |
| 2/2/2026 | Autodesk | ADSK | Upgrade | Overweight (Neutral) |
255.68 (218.35) |
-14.6% | Details | |
| 1/30/2026 | AppFolio | APPF | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/6/2025 | Clearwater Analytics Holdings | CWAN | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/6/2025 | Bentley Systems Inc. | BSY | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/31/2025 | GoDaddy Inc | GDDY | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/10/2025 | Doximity Inc | DOCS | Downgrade | Underweight (Neutral) |
73.53 (35.25) |
-52.06% | Details | |
| 9/8/2025 | Veeva Systems | VEEV | Upgrade | Overweight (Neutral) |
270.06 (195.38) |
-27.65% | Details | |
| 8/29/2025 | Autodesk | ADSK | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/8/2025 | GoDaddy Inc | GDDY | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/6/2025 | Wix.com | WIX | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/1/2025 | Procore Technologies, Inc | PCOR | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/1/2025 | AppFolio | APPF | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/31/2025 | PTC Inc. | PTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/24/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/23/2025 | CoStar Group | CSGP | Maintain | Overweight (N/A) |
|
Details | ||
| 6/25/2025 | Guidewire | GWRE | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/23/2025 | CCC Intelligent Solutions Holdings Inc. | CCCS | Downgrade | Underweight (Neutral) |
9.42 (8.75) |
-7.11% | Details | |
| 6/5/2025 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2025 | CoStar Group | CSGP | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2025 | Guidewire | GWRE | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/23/2025 | Autodesk | ADSK | Maintain | Neutral (N/A) |
|
Details | ||
| 5/21/2025 | Wix.com | WIX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2025 | GoDaddy Inc | GDDY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2025 | SS&C Technologies Holdings, Inc. | SSNC | Downgrade | Neutral (Overweight) |
76.37 (69.56) |
-8.92% | Details | |
| 4/9/2025 | Bentley Systems Inc. | BSY | Maintain | Neutral (N/A) |
|
Details | ||
| 4/9/2025 | Procore Technologies, Inc | PCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2025 | PTC Inc. | PTC | Downgrade | Neutral (Overweight) |
139.69 (153.48) |
9.87% | Details | |
| 4/9/2025 | Autodesk | ADSK | Maintain | Neutral (N/A) |
|
Details | ||
| 3/7/2025 | Guidewire | GWRE | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2025 | CCC Intelligent Solutions Holdings Inc. | CCCS | Downgrade | Neutral (Overweight) |
10.23 (9.42) |
-7.92% | Details | |
| 2/19/2025 | CoStar Group | CSGP | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/19/2025 | Wix.com | WIX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2025 | Tyler Tech | TYL | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/10/2025 | Tyler Tech | TYL | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/7/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2025 | GoDaddy Inc | GDDY | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | Bentley Systems Inc. | BSY | New Coverage | Neutral (N/A) |
49.56 (32.34) |
-34.75% | Details | |
| 12/6/2024 | Guidewire | GWRE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2024 | GoDaddy Inc | GDDY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | Clearwater Analytics Holdings | CWAN | Upgrade | Overweight (Neutral) |
26.96 (24.56) |
-8.9% | Details | |
| 10/24/2024 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2024 | Guidewire | GWRE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2024 | Guidewire | GWRE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2024 | EverCommerce Inc | EVCM | Maintain | Underweight (N/A) |
|
Details | ||
| 8/5/2024 | CoStar Group | CSGP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2024 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2024 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2024 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 6/28/2024 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2024 | Guidewire | GWRE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2024 | Wix.com | WIX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2024 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 4/2/2024 | GoDaddy Inc | GDDY | Maintain | Overweight (N/A) |
|
Details | ||
| 3/15/2024 | EverCommerce Inc | EVCM | Downgrade | Underweight (Neutral) |
9.51 (12.04) |
26.6% | Details | |
| 2/29/2024 | Alkami Technology Inc | ALKT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/29/2024 | Clearwater Analytics Holdings | CWAN | Downgrade | Neutral (Overweight) |
19.98 (26.96) |
34.93% | Details | |
| 2/15/2024 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2024 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2024 | Enfusion Inc | ENFN | Downgrade | Underweight (Neutral) |
8.43 (10.76) |
27.64% | Details | |
| 1/26/2024 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2023 | AppFolio | APPF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2023 | Wix.com | WIX | Maintain | Neutral (N/A) |
|
Details | ||
| 12/11/2023 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2023 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2023 | Sapiens International Corp. NV | SPNS | Maintain | Underweight (N/A) |
|
Details | ||
| 12/11/2023 | Guidewire | GWRE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2023 | GoDaddy Inc | GDDY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2023 | Alkami Technology Inc | ALKT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2023 | CoStar Group | CSGP | Maintain | Overweight (N/A) |
|
Details | ||
| 9/15/2023 | Expensify Inc | EXFY | New Coverage | Underweight (N/A) |
3.83 (1.83) |
-52.22% | Details | |
| 9/8/2023 | Guidewire | GWRE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/17/2023 | AppFolio | APPF | New Coverage | Overweight (N/A) |
166.91 (179.73) |
7.68% | Details | |
| 8/9/2023 | TechTarget, Inc. | TTGT | Maintain | Underweight (N/A) |
|
Details | ||
| 8/3/2023 | Alkami Technology Inc | ALKT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2023 | Wix.com | WIX | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2023 | Sapiens International Corp. NV | SPNS | Maintain | Underweight (N/A) |
|
Details | ||
| 8/2/2023 | CCC Intelligent Solutions Holdings Inc. | CCCS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2023 | CoStar Group | CSGP | Maintain | Overweight (N/A) |
|
Details | ||
| 6/21/2023 | Tyler Tech | TYL | New Coverage | Overweight (N/A) |
393.80 (319.51) |
-18.86% | Details | |
| 5/17/2023 | Wix.com | WIX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2023 | TechTarget, Inc. | TTGT | Maintain | Underweight (N/A) |
|
Details | ||
| 5/9/2023 | Alkami Technology Inc | ALKT | New Coverage | Overweight (N/A) |
12.18 (17.91) |
47.04% | Details | |
| 4/13/2023 | CCC Intelligent Solutions Holdings Inc. | CCCS | New Coverage | Overweight (N/A) |
8.58 (10.23) |
19.23% | Details | |
| 3/15/2023 | Enfusion Inc | ENFN | New Coverage | Neutral (N/A) |
10.42 (10.76) |
3.26% | Details | |
| 3/15/2023 | SS&C Technologies Holdings, Inc. | SSNC | New Coverage | Overweight (N/A) |
54.34 (76.37) |
40.54% | Details | |
| 3/7/2023 | Squarespace | SQSP | Maintain | Neutral (N/A) |
|
Details | ||
| 3/7/2023 | Guidewire | GWRE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/21/2023 | Sapiens International Corp. NV | SPNS | Maintain | Underweight (N/A) |
|
Details | ||
| 2/16/2023 | TechTarget, Inc. | TTGT | New Coverage | Underweight (N/A) |
41.41 (17.39) |
-58.01% | Details | |
| 12/16/2022 | CoStar Group | CSGP | New Coverage | Overweight (N/A) |
81.26 (29.78) |
-63.35% | Details | |
| 12/15/2022 | EPAM Systems | EPAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/1/2022 | Sapiens International Corp. NV | SPNS | New Coverage | Underweight (N/A) |
19.27 (43.45) |
125.48% | Details | |
| 12/1/2022 | Duck Creek Technologies | DCT | New Coverage | Neutral (N/A) |
10.81 (18.99) |
75.67% | Details | |
| 12/1/2022 | Guidewire | GWRE | New Coverage | Overweight (N/A) |
56.92 (150.02) |
163.56% | Details | |
| 11/11/2022 | Squarespace | SQSP | New Coverage | Neutral (N/A) |
20.29 (46.57) |
129.52% | Details | |
| 11/11/2022 | Wix.com | WIX | New Coverage | Neutral (N/A) |
69.52 (89.12) |
28.19% | Details | |
| 11/11/2022 | GoDaddy Inc | GDDY | New Coverage | Overweight (N/A) |
68.81 (94.35) |
37.12% | Details | |
| 10/14/2022 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2021 | Yandex | YNDX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2021 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2021 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2020 | Qiwi plc | QIWI | Downgrade | Underweight (Neutral) |
14.23 (5.67) |
-60.15% | Details | |
| 11/5/2020 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/9/2020 | Qiwi plc | QIWI | Downgrade | Neutral (Overweight) |
17.48 (5.67) |
-67.56% | Details | |
| 6/1/2020 | HeadHunter Group | HHR | Maintain | Underweight (N/A) |
|
Details | ||
| 5/20/2020 | Qiwi plc | QIWI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/2/2020 | Yandex | YNDX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2020 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2020 | Mobile Telesystems | MBT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2020 | HeadHunter Group | HHR | Maintain | Underweight (N/A) |
|
Details | ||
| 3/11/2020 | VEON Ltd | VEON | Upgrade | Neutral (Underweight) |
1.57 (51.62) |
3187.9% | Details | |
| 3/11/2020 | Yandex | YNDX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2020 | VEON Ltd | VEON | Downgrade | Underweight (Overweight) |
2.72 (51.62) |
1797.79% | Details | |
| 9/19/2019 | HeadHunter Group | HHR | New Coverage | Underweight (N/A) |
20.21 (15.03) |
-25.63% | Details | |
| 2/14/2019 | EPAM Systems | EPAM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2018 | Luxoft Holding | LXFT | Downgrade | Underweight (Overweight) |
38.75 (57.32) |
47.92% | Details |
