Ratings by BofA Securities (Brad Sills)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/13/2026 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2026 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2026 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2026 | c3.ai | AI | Maintain | Underperform (N/A) |
|
Details | ||
| 12/17/2025 | Shopify | SHOP | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2025 | Oracle | ORCL | Maintain | Buy (N/A) |
|
Details | ||
| 12/5/2025 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 12/4/2025 | UiPath Inc. | PATH | Maintain | Underperform (N/A) |
|
Details | ||
| 12/4/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2025 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2025 | Snowflake Inc. | SNOW | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2025 | CoreWeave | CRWV | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2025 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 10/16/2025 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2025 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 9/12/2025 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2025 | Oracle | ORCL | Upgrade | Buy (Neutral) |
241.51 (154.34) |
-36.09% | Details | |
| 9/5/2025 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2025 | c3.ai | AI | Maintain | Underperform (N/A) |
|
Details | ||
| 9/4/2025 | Figma Inc | FIG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/27/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2025 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2025 | Figma Inc | FIG | New Coverage | Neutral (N/A) |
77.30 (21.08) |
-72.73% | Details | |
| 8/22/2025 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2025 | Snowflake Inc. | SNOW | Upgrade | Buy (Neutral) |
192.63 (325.01) |
68.72% | Details | |
| 8/19/2025 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2025 | CoreWeave | CRWV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2025 | Shopify | SHOP | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2025 | Hinge Health Inc | HNGE | New Coverage | Buy (N/A) |
0.00 (88.46) |
0% | Details | |
| 6/16/2025 | CoreWeave | CRWV | Downgrade | Neutral (Buy) |
147.19 (81.96) |
-44.32% | Details | |
| 6/6/2025 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 5/30/2025 | UiPath Inc. | PATH | Maintain | Underperform (N/A) |
|
Details | ||
| 5/29/2025 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 5/22/2025 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2025 | CoreWeave | CRWV | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2025 | CoreWeave | CRWV | New Coverage | Buy (N/A) |
35.42 (147.19) |
315.56% | Details | |
| 4/15/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2025 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 3/19/2025 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 3/14/2025 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2025 | UiPath Inc. | PATH | Downgrade | Underperform (Neutral) |
11.83 (15.78) |
33.39% | Details | |
| 3/13/2025 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2025 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2025 | Vertex Inc. | VERX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2025 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2025 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/18/2025 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2025 | Confluent Inc | CFLT | Maintain | Underperform (N/A) |
|
Details | ||
| 2/11/2025 | Shopify | SHOP | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2025 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 12/16/2024 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2024 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2024 | Guidewire | GWRE | Maintain | Underperform (N/A) |
|
Details | ||
| 12/6/2024 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 12/4/2024 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2024 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2024 | Guidewire | GWRE | Maintain | Underperform (N/A) |
|
Details | ||
| 9/20/2024 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2024 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 9/6/2024 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/6/2024 | UiPath Inc. | PATH | Maintain | Neutral (N/A) |
|
Details | ||
| 9/5/2024 | c3.ai | AI | Maintain | Underperform (N/A) |
|
Details | ||
| 8/23/2024 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2024 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2024 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/15/2024 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 7/16/2024 | Shopify | SHOP | Upgrade | Buy (Neutral) |
64.21 (120.14) |
87.1% | Details | |
| 6/14/2024 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2024 | Autodesk | ADSK | Maintain | Neutral (N/A) |
|
Details | ||
| 6/12/2024 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 6/7/2024 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/5/2024 | Guidewire | GWRE | Maintain | Underperform (N/A) |
|
Details | ||
| 6/3/2024 | Autodesk | ADSK | Maintain | Neutral (N/A) |
|
Details | ||
| 5/31/2024 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 5/30/2024 | UiPath Inc. | PATH | Downgrade | Neutral (Buy) |
18.30 (15.78) |
-13.77% | Details | |
| 5/24/2024 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2024 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2024 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2024 | Shopify | SHOP | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2024 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2024 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2024 | Vertex Inc. | VERX | Maintain | Neutral (N/A) |
|
Details | ||
| 3/15/2024 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 3/14/2024 | UiPath Inc. | PATH | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2024 | Vertex Inc. | VERX | Upgrade | Neutral (Underperform) |
33.58 (13.52) |
-59.74% | Details | |
| 2/29/2024 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/29/2024 | salesforce.com | CRM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/29/2024 | c3.ai | AI | Maintain | Underperform (N/A) |
|
Details | ||
| 2/20/2024 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2024 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2024 | Confluent Inc | CFLT | Maintain | Underperform (N/A) |
|
Details | ||
| 2/7/2024 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/18/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/18/2024 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2024 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 1/11/2024 | Autodesk | ADSK | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2023 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2023 | Guidewire | GWRE | Maintain | Underperform (N/A) |
|
Details | ||
| 12/8/2023 | Guidewire | GWRE | Maintain | Underperform (N/A) |
|
Details | ||
| 12/1/2023 | UiPath Inc. | PATH | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2023 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/29/2023 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 11/29/2023 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2023 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2023 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Confluent Inc | CFLT | Downgrade | Underperform (Neutral) |
28.13 (30.99) |
10.17% | Details | |
| 10/26/2023 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2023 | Vertex | VRTX | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2023 | MongoDB | MDB | New Coverage | Buy (N/A) |
365.22 (440.53) |
20.62% | Details | |
| 10/12/2023 | Snowflake Inc. | SNOW | New Coverage | Neutral (N/A) |
163.54 (192.63) |
17.79% | Details | |
| 9/28/2023 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 9/15/2023 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 9/7/2023 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 8/31/2023 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2023 | nCino Inc. | NCNO | Maintain | Buy (N/A) |
|
Details | ||
| 8/24/2023 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2023 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2023 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2023 | Adobe | ADBE | Upgrade | Buy (Neutral) |
514.49 (218.07) |
-57.61% | Details | |
| 8/3/2023 | Shopify | SHOP | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2023 | AvidXChange Holdings | AVDX | Maintain | Underperform (N/A) |
|
Details | ||
| 7/28/2023 | HubSpot Inc | HUBS | Maintain | Buy (Buy) |
|
Details | ||
| 7/28/2023 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2023 | Vertex | VRTX | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/9/2023 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/8/2023 | HashiCorp Inc | HCP | Downgrade | Neutral (Buy) |
34.77 (34.78) |
0.03% | Details | |
| 6/5/2023 | AvidXChange Holdings | AVDX | Maintain | Underperform (N/A) |
|
Details | ||
| 6/2/2023 | nCino Inc. | NCNO | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/1/2023 | c3.ai | AI | Maintain | Underperform (N/A) |
|
Details | ||
| 5/30/2023 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/26/2023 | Vertex Inc. | VERX | Downgrade | Underperform (Neutral) |
21.10 (13.52) |
-35.92% | Details | |
| 5/26/2023 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2023 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2023 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2023 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2023 | Shopify | SHOP | Upgrade | Neutral (Underperform) |
46.27 (146.58) |
216.79% | Details | |
| 5/4/2023 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2023 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2023 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2023 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 3/9/2023 | Vertex Inc. | VERX | Upgrade | Neutral (Underperform) |
15.01 (13.52) |
-9.93% | Details | |
| 3/2/2023 | salesforce.com | CRM | Maintain | Buy (Buy) |
|
Details | ||
| 2/22/2023 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2023 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2023 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2023 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2023 | Duck Creek Technologies | DCT | Downgrade | Underperform (Neutral) |
12.42 (18.99) |
52.9% | Details | |
| 12/16/2022 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2022 | c3.ai | AI | Maintain | Underperform (N/A) |
|
Details | ||
| 12/2/2022 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 12/1/2022 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2022 | nCino Inc. | NCNO | Maintain | Buy (N/A) |
|
Details | ||
| 11/18/2022 | Vertex | VRTX | Maintain | Buy (N/A) |
|
Details | ||
| 11/18/2022 | ZoomInfo Technologies | ZI | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2022 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2022 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2022 | Vertex | VRTX | Maintain | Underperform (N/A) |
|
Details | ||
| 11/3/2022 | Bilibili | BILI | Downgrade | Neutral (Buy) |
9.23 (17.31) |
87.54% | Details | |
| 11/2/2022 | ZoomInfo Technologies | ZI | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2022 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2022 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 9/28/2022 | UiPath Inc. | PATH | Maintain | Buy (N/A) |
|
Details | ||
| 9/16/2022 | Adobe | ADBE | Downgrade | Neutral (Buy) |
309.13 (272.47) |
-11.86% | Details | |
| 9/9/2022 | Bilibili | BILI | Maintain | Buy (N/A) |
|
Details | ||
| 9/2/2022 | HashiCorp Inc | HCP | Maintain | Buy (N/A) |
|
Details | ||
| 9/2/2022 | Veeva Systems | VEEV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/25/2022 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2022 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2022 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2022 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2022 | ZoomInfo Technologies | ZI | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2022 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 7/1/2022 | Duck Creek Technologies | DCT | Downgrade | (Buy) |
18.41 (18.99) |
3.15% | Details | |
| 6/17/2022 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2022 | Bilibili | BILI | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2022 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2022 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2022 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 5/24/2022 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2022 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2022 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2022 | Shopify | SHOP | Maintain | Underperform (N/A) |
|
Details | ||
| 5/6/2022 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2022 | ZoomInfo Technologies | ZI | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2022 | Avalara | AVLR | Downgrade | Neutral (Buy) |
84.41 (93.48) |
10.75% | Details | |
| 4/22/2022 | Vertex | VRTX | Maintain | Buy (N/A) |
|
Details | ||
| 4/20/2022 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2022 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2022 | HashiCorp Inc | HCP | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2022 | UiPath Inc. | PATH | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2022 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2022 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2022 | Vertex | VRTX | Maintain | Underperform (N/A) |
|
Details | ||
| 3/10/2022 | Vertex Inc. | VERX | Maintain | Underperform (N/A) |
|
Details | ||
| 3/3/2022 | Veeva Systems | VEEV | Downgrade | Neutral (Buy) |
230.62 (251.00) |
8.84% | Details | |
| 3/2/2022 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2022 | ZoomInfo Technologies | ZI | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2022 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2022 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2022 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2022 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2022 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 1/20/2022 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 1/3/2022 | HashiCorp Inc | HCP | New Coverage | Buy (N/A) |
91.04 (34.78) |
-61.8% | Details | |
| 12/17/2021 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2021 | UiPath Inc. | PATH | Maintain | Buy (N/A) |
|
Details | ||
| 12/7/2021 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2021 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 11/23/2021 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2021 | ZoomInfo Technologies | ZI | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2021 | Zendesk | ZEN | Downgrade | Neutral (Buy) |
119.01 (77.48) |
-34.9% | Details | |
| 10/27/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2021 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2021 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2021 | Duck Creek Technologies | DCT | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2021 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2021 | Guidewire | GWRE | Downgrade | Underperform (Neutral) |
118.47 (181.18) |
52.93% | Details | |
| 10/4/2021 | Vertex Inc. | VERX | Downgrade | Underperform (Neutral) |
20.18 (13.52) |
-33% | Details | |
| 9/24/2021 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 9/22/2021 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 9/8/2021 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 9/8/2021 | UiPath Inc. | PATH | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2021 | c3.ai | AI | Maintain | Neutral (N/A) |
|
Details | ||
| 9/3/2021 | Guidewire | GWRE | Maintain | Neutral (N/A) |
|
Details | ||
| 9/2/2021 | nCino Inc. | NCNO | Maintain | Buy (N/A) |
|
Details | ||
| 9/2/2021 | Veeva Systems | VEEV | Maintain | Buy (N/A) |
|
Details | ||
| 9/1/2021 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2021 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2021 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2021 | Splunk | SPLK | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2021 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2021 | Vertex Inc. | VERX | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2021 | Datto Holding Corp. | MSP | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2021 | ZoomInfo Technologies | ZI | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2021 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2021 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2021 | Confluent Inc | CFLT | New Coverage | Neutral (N/A) |
40.40 (30.99) |
-23.29% | Details | |
| 7/9/2021 | Duck Creek Technologies | DCT | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2021 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2021 | Alteryx | AYX | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2021 | JFrog | FROG | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2021 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2021 | Alteryx | AYX | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2021 | ZoomInfo Technologies | ZI | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2021 | Zendesk | ZEN | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2021 | Duck Creek Technologies | DCT | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2021 | nCino Inc. | NCNO | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2021 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2021 | Veeva Systems | VEEV | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2021 | ZoomInfo Technologies | ZI | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2021 | Shopify | SHOP | Maintain | Underperform (N/A) |
|
Details | ||
| 2/11/2021 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2021 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 11/17/2020 | Datto Holding Corp. | MSP | New Coverage | Neutral (N/A) |
30.71 (35.18) |
14.56% | Details | |
| 10/30/2020 | Shopify | SHOP | Maintain | Underperform (N/A) |
|
Details | ||
| 10/14/2020 | Guidewire | GWRE | Maintain | Neutral (N/A) |
|
Details | ||
| 9/9/2020 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2020 | Guidewire | GWRE | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2020 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2020 | Bilibili | BILI | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2020 | Veeva Systems | VEEV | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2020 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2020 | SurveyMonkey | SVMK | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2020 | Shopify | SHOP | Maintain | Underperform (N/A) |
|
Details | ||
| 7/27/2020 | Cornerstone OnDemand | CSOD | Downgrade | Underperform (Buy) |
36.21 (57.48) |
58.74% | Details | |
| 7/22/2020 | Zendesk | ZEN | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2020 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2020 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2020 | SurveyMonkey | SVMK | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2020 | Shopify | SHOP | Maintain | Underperform (N/A) |
|
Details | ||
| 4/30/2020 | Pluralsight | PS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2020 | Zendesk | ZEN | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2020 | Zendesk | ZEN | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2020 | Guidewire | GWRE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2020 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2020 | Cornerstone OnDemand | CSOD | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2020 | Shopify | SHOP | Maintain | Underperform (N/A) |
|
Details | ||
| 12/3/2019 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2019 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2019 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2019 | Alteryx | AYX | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2019 | Cornerstone OnDemand | CSOD | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2019 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2019 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2019 | Pluralsight | PS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/26/2019 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2019 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2019 | Shopify | SHOP | Maintain | Underperform (N/A) |
|
Details | ||
| 7/17/2019 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2019 | Alvarion Ltd. | ALVR | Maintain | Buy (N/A) |
|
Details | ||
| 6/26/2019 | Coupa Software | COUP | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2019 | Coupa Software | COUP | Maintain | Buy (Buy) |
|
Details | ||
| 5/13/2019 | Coupa Software | COUP | New Coverage | Buy (N/A) |
102.24 (80.97) |
-20.8% | Details | |
| 5/8/2019 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2019 | Pluralsight | PS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2019 | Zendesk | ZEN | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2019 | Zendesk | ZEN | Maintain | Buy (N/A) |
|
Details | ||
| 3/22/2019 | SurveyMonkey | SVMK | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2019 | Tableau Software | DATA | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2019 | Guidewire | GWRE | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2019 | Pluralsight | PS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2019 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2019 | Cornerstone OnDemand | CSOD | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2019 | Tableau Software | DATA | Maintain | Buy (N/A) |
|
Details | ||
| 1/23/2019 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 1/23/2019 | Tableau Software | DATA | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2019 | Avalara | AVLR | Upgrade | Buy (Neutral) |
32.36 (93.48) |
188.88% | Details | |
| 11/7/2018 | Tableau Software | DATA | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2018 | SurveyMonkey | SVMK | New Coverage | Buy (N/A) |
13.75 (21.55) |
56.73% | Details |
