Ratings by Stephens (Brett Huff)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/6/2026 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2026 | HubSpot Inc | HUBS | Downgrade | Equal Weight (Overweight) |
250.21 (241.65) |
-3.42% | Details | |
| 8/4/2026 | Vertex Inc. | VERX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2026 | DOMO | DOMO | Downgrade | Equal Weight (Overweight) |
3.15 (3.74) |
18.73% | Details | |
| 5/4/2026 | CoStar Group | CSGP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2026 | DOMO | DOMO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2026 | CoStar Group | CSGP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2026 | Workiva | WK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2026 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2025 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2025 | Confluent Inc | CFLT | Downgrade | Equal Weight (Overweight) |
23.14 (30.99) |
33.92% | Details | |
| 11/10/2025 | Workiva | WK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2025 | Confluent Inc | CFLT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2025 | Oracle | ORCL | Maintain | Equal Weight (N/A) |
|
Details | ||
| 9/26/2025 | Vertex Inc. | VERX | New Coverage | Overweight (N/A) |
24.61 (13.52) |
-45.06% | Details | |
| 9/26/2025 | Klaviyo Inc | KVYO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2025 | Atlassian Corporation | TEAM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/18/2025 | MongoDB | MDB | New Coverage | Equal Weight (N/A) |
209.64 (440.53) |
110.14% | Details | |
| 7/18/2025 | Snowflake Inc. | SNOW | New Coverage | Overweight (N/A) |
211.94 (325.01) |
53.35% | Details | |
| 7/18/2025 | DOMO | DOMO | New Coverage | Overweight (N/A) |
13.83 (3.74) |
-72.96% | Details | |
| 7/18/2025 | Confluent Inc | CFLT | New Coverage | Overweight (N/A) |
24.92 (23.14) |
-7.14% | Details | |
| 6/16/2025 | CoStar Group | CSGP | New Coverage | Overweight (N/A) |
81.16 (33.73) |
-58.44% | Details | |
| 6/6/2025 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2025 | salesforce.com | CRM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/9/2025 | OneStream Inc. | OS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2025 | Atlassian Corporation | TEAM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/14/2025 | Atlassian Corporation | TEAM | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 3/19/2025 | Atlassian Corporation | TEAM | New Coverage | Equal Weight (N/A) |
220.98 (174.23) |
-21.16% | Details | |
| 3/19/2025 | Oracle | ORCL | New Coverage | Equal Weight (N/A) |
154.01 (143.81) |
-6.62% | Details | |
| 3/19/2025 | OneStream Inc. | OS | New Coverage | Overweight (N/A) |
21.67 (24.00) |
10.75% | Details | |
| 3/19/2025 | Workiva | WK | New Coverage | Overweight (N/A) |
88.57 (75.71) |
-14.52% | Details | |
| 3/19/2025 | salesforce.com | CRM | New Coverage | Equal Weight (N/A) |
280.75 (206.09) |
-26.59% | Details | |
| 3/19/2025 | Klaviyo Inc | KVYO | New Coverage | Overweight (N/A) |
33.85 (18.20) |
-46.23% | Details | |
| 3/19/2025 | HubSpot Inc | HUBS | New Coverage | Overweight (N/A) |
613.06 (250.21) |
-59.19% | Details | |
| 3/19/2025 | Braze Inc | BRZE | New Coverage | Overweight (N/A) |
36.17 (30.65) |
-15.26% | Details | |
| 1/18/2024 | LiveRamp Holdings Inc. | RAMP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2023 | LiveRamp Holdings Inc. | RAMP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2022 | LiveRamp Holdings Inc. | RAMP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2021 | Jack Henry | JKHY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/5/2021 | Bottomline Technologies | EPAY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/4/2021 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2021 | Fiserv | FISV | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2021 | Fiserv | FISV | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2021 | Square | SQ | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/4/2021 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2021 | Jack Henry | JKHY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/23/2021 | NCR Corp. | NCR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2021 | Equifax | EFX | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/8/2021 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2021 | ACI Worldwide | ACIW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2021 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2021 | NCR Corp. | NCR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2021 | Square | SQ | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/2/2020 | ACI Worldwide | ACIW | Upgrade | Overweight (Equal Weight) |
33.42 (51.97) |
55.51% | Details | |
| 12/2/2020 | Visa | V | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/18/2020 | Fair Isaac | FICO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2020 | CoStar Group | CSGP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2020 | ACI Worldwide | ACIW | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/5/2020 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2020 | NCR Corp. | NCR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2020 | Equifax | EFX | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/22/2020 | Equifax | EFX | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 9/29/2020 | NCR Corp. | NCR | Upgrade | Overweight (Equal Weight) |
20.03 (40.99) |
104.64% | Details | |
| 8/21/2020 | Jack Henry | JKHY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/12/2020 | ACI Worldwide | ACIW | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/11/2020 | Q2 Holdings | QTWO | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/6/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2020 | Fiserv | FISV | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2020 | Fidelity National Information Services | FIS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2020 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2020 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2020 | Fidelity National Information Services | FIS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2020 | Equifax | EFX | Maintain | Equal Weight (N/A) |
|
Details | ||
| 6/3/2020 | Equifax | EFX | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/18/2020 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2020 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2020 | Square | SQ | Downgrade | Equal Weight (Overweight) |
80.26 (86.96) |
8.35% | Details | |
| 5/18/2020 | Fiserv | FISV | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2020 | Square | SQ | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2020 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2020 | Jack Henry | JKHY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/30/2020 | Fair Isaac | FICO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2020 | CoStar Group | CSGP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2020 | Fiserv | FISV | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2020 | Equifax | EFX | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 3/26/2020 | Fair Isaac | FICO | Upgrade | Overweight (Equal Weight) |
268.93 (1161.59) |
331.93% | Details | |
| 3/25/2020 | MasterCard | MA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/17/2020 | Square | SQ | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/9/2020 | Fiserv | FISV | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2020 | ACI Worldwide | ACIW | Downgrade | Equal Weight (Overweight) |
35.95 (33.42) |
-7.04% | Details | |
| 2/11/2020 | Jack Henry | JKHY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/11/2020 | LiveRamp Holdings Inc. | RAMP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2020 | ACI Worldwide | ACIW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2020 | Square | SQ | Upgrade | Overweight (Equal Weight) |
67.93 (86.96) |
28.01% | Details | |
| 1/2/2020 | CoStar Group | CSGP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2019 | Fiserv | FISV | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2019 | NCR Corp. | NCR | New Coverage | Equal Weight (N/A) |
32.38 (27.08) |
-16.37% | Details | |
| 11/20/2019 | ACI Worldwide | ACIW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/12/2019 | Jack Henry | JKHY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/5/2019 | Fair Isaac | FICO | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/31/2019 | MasterCard | MA | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/23/2019 | CoStar Group | CSGP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2019 | ACI Worldwide | ACIW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2019 | Q2 Holdings | QTWO | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/30/2019 | Fiserv | FISV | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2019 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2019 | Fiserv | FISV | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2019 | CoStar Group | CSGP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2019 | ACI Worldwide | ACIW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2019 | Total System Services | TSS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/3/2019 | Q2 Holdings | QTWO | Downgrade | Equal Weight (Overweight) |
69.71 (87.54) |
25.58% | Details | |
| 4/3/2019 | Fiserv | FISV | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2019 | MasterCard | MA | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/11/2019 | Visa | V | Maintain | Overweight (N/A) |
|
Details | ||
| 3/8/2019 | ACI Worldwide | ACIW | Upgrade | Overweight (Equal Weight) |
32.06 (35.95) |
12.13% | Details | |
| 3/1/2019 | Q2 Holdings | QTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2019 | LiveRamp Holdings Inc. | RAMP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2019 | Jack Henry | JKHY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/16/2019 | Fiserv | FISV | Upgrade | Overweight (Equal Weight) |
75.04 (52.08) |
-30.6% | Details | |
| 1/3/2019 | Q2 Holdings | QTWO | Upgrade | Overweight (Equal Weight) |
49.55 (69.71) |
40.69% | Details | |
| 1/3/2019 | ACI Worldwide | ACIW | Downgrade | Equal Weight (Overweight) |
27.67 (32.06) |
15.87% | Details | |
| 1/3/2019 | First Data Corporation | FDC | Downgrade | Equal Weight (Overweight) |
16.91 (31.69) |
87.4% | Details | |
| 12/3/2018 | Bottomline Technologies | EPAY | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 11/29/2018 | Jack Henry | JKHY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/8/2018 | Worldplay Inc. | WP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2018 | Square | SQ | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 10/19/2018 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2018 | Square | SQ | Maintain | Equal Weight (N/A) |
|
Details | ||
| 9/28/2018 | Q2 Holdings | QTWO | New Coverage | Overweight (N/A) |
60.50 (49.55) |
-18.1% | Details | |
| 9/26/2018 | CoStar Group | CSGP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2018 | Jack Henry | JKHY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/13/2018 | Worldplay Inc. | WP | Maintain | Overweight (N/A) |
|
Details |
