Ratings by RBC Capital (Daniel Perlin)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/20/2026 | Jack Henry | JKHY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2026 | Global Payments | GPN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/19/2026 | Global Payments | GPN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/14/2026 | Paysafe | PSFE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/12/2026 | Rocket Cos Inc. | RKT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/7/2026 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2026 | Rocket Cos Inc. | RKT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/7/2026 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2026 | NCR Voyix | VYX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2026 | Global Payments | GPN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/6/2026 | Corpay | CPAY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/5/2026 | Toast Inc. | TOST | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/5/2026 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2026 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2026 | Western Union Co. | WU | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/31/2026 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2026 | DXC Technology | DXC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/29/2026 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2026 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2026 | Cognizant Technology Solutions | CTSH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/22/2026 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 6/22/2026 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2026 | Jack Henry | JKHY | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2026 | Rackspace Technology Inc. | RXT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/12/2026 | DXC Technology | DXC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/5/2026 | Wealthfront Corporation | WLTH | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2026 | PicPay | PICS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Paysafe | PSFE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/11/2026 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Affirm Holdings | AFRM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/7/2026 | Jack Henry | JKHY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2026 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2026 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2026 | Rocket Cos Inc. | RKT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/8/2026 | Global Payments | GPN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/6/2026 | PicPay | PICS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/9/2026 | Wealthfront Corporation | WLTH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2026 | Paysafe | PSFE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/27/2026 | Rackspace Technology Inc. | RXT | Maintain | (N/A) |
|
Details | ||
| 2/26/2026 | NCR Voyix | VYX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | TaskUs, Inc | TASK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/25/2026 | Flywire | FLYW | Maintain | (N/A) |
|
Details | ||
| 2/24/2026 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2026 | PicPay | PICS | New Coverage | Outperform (N/A) |
15.10 (10.05) |
-33.44% | Details | |
| 2/19/2026 | Global Payments | GPN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/6/2026 | Lightspeed POS Inc. | LSPD | Maintain | (N/A) |
|
Details | ||
| 2/6/2026 | Affirm Holdings Inc. | AFRM | Maintain | (N/A) |
|
Details | ||
| 2/5/2026 | Corpay | CPAY | Maintain | (N/A) |
|
Details | ||
| 2/5/2026 | Cognizant Technology Solutions | CTSH | Maintain | (N/A) |
|
Details | ||
| 2/4/2026 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2026 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2026 | Wealthfront Corporation | WLTH | New Coverage | Outperform (N/A) |
13.22 (9.16) |
-30.71% | Details | |
| 12/18/2025 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2025 | Jack Henry | JKHY | Upgrade | Outperform (Sector Perform) |
187.50 (165.08) |
-11.96% | Details | |
| 11/14/2025 | Paysafe | PSFE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/10/2025 | TaskUs, Inc | TASK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/10/2025 | Rackspace Technology Inc. | RXT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/10/2025 | IBEX Ltd. | IBEX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/7/2025 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | Affirm Holdings Inc. | AFRM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/6/2025 | Fidelity National Information Services | FIS | Maintain | (N/A) |
|
Details | ||
| 11/6/2025 | Corpay | CPAY | Maintain | (N/A) |
|
Details | ||
| 11/5/2025 | Toast Inc. | TOST | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/5/2025 | Global Payments | GPN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/5/2025 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2025 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Cognizant Technology Solutions | CTSH | Maintain | (N/A) |
|
Details | ||
| 10/30/2025 | Cognizant Technology Solutions | CTSH | Maintain | (N/A) |
|
Details | ||
| 10/28/2025 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/8/2025 | Rocket Cos Inc. | RKT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/26/2025 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/23/2025 | Affirm Holdings Inc. | AFRM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/17/2025 | Lightspeed POS Inc. | LSPD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2025 | IBEX Ltd. | IBEX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/29/2025 | Affirm Holdings Inc. | AFRM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/21/2025 | Jack Henry | JKHY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/21/2025 | Affirm Holdings Inc. | AFRM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/7/2025 | Global Payments | GPN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/6/2025 | Toast Inc. | TOST | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/6/2025 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2025 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2025 | DXC Technology | DXC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/29/2025 | Western Union Co. | WU | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/24/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2025 | Affirm Holdings Inc. | AFRM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/26/2025 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2025 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | DXC Technology | DXC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/12/2025 | TaskUs, Inc | TASK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/12/2025 | Rackspace Technology Inc. | RXT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/9/2025 | NCR Voyix | VYX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | Affirm Holdings Inc. | AFRM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/7/2025 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2025 | Global Payments | GPN | Downgrade | Sector Perform (Outperform) |
71.76 (92.28) |
28.6% | Details | |
| 4/24/2025 | Western Union Co. | WU | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/27/2025 | Lightspeed POS Inc. | LSPD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2025 | Cognizant Technology Solutions | CTSH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/25/2025 | Lightspeed POS Inc. | LSPD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2025 | Paysafe | PSFE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/4/2025 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2025 | NCR Voyix | VYX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | TaskUs, Inc | TASK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/26/2025 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2025 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Toast Inc. | TOST | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/12/2025 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2025 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2025 | IBEX Ltd. | IBEX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/7/2025 | Affirm Holdings Inc. | AFRM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/6/2025 | Cognizant Technology Solutions | CTSH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/6/2025 | Corpay | CPAY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/5/2025 | DXC Technology | DXC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/5/2025 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2025 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2025 | Affirm Holdings Inc. | AFRM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 12/12/2024 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2024 | Lightspeed POS Inc. | LSPD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2024 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2024 | Rocket Cos Inc. | RKT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/4/2024 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/27/2024 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2024 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/19/2024 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/13/2024 | IBEX Ltd. | IBEX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/11/2024 | Rocket Cos Inc. | RKT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/28/2024 | Cognizant Technology Solutions | CTSH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/14/2024 | Paysafe | PSFE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/9/2024 | TaskUs, Inc | TASK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/9/2024 | DXC Technology | DXC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/8/2024 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2024 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2024 | NCR Voyix | VYX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2024 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2024 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2024 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2024 | Rocket Cos Inc. | RKT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/2/2024 | Lightspeed POS Inc. | LSPD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | Cognizant Technology Solutions | CTSH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/31/2024 | Western Union Co. | WU | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/26/2024 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2024 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2024 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2024 | Corpay | CPAY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/14/2024 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2024 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2024 | Toast Inc. | TOST | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/29/2024 | Lightspeed POS Inc. | LSPD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2024 | Affirm Holdings Inc. | AFRM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/17/2024 | DXC Technology | DXC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/16/2024 | Lightspeed POS Inc. | LSPD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2024 | Paysafe | PSFE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/10/2024 | IBEX Ltd. | IBEX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/9/2024 | NCR Voyix | VYX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2024 | Corpay | CPAY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/8/2024 | Toast Inc. | TOST | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/8/2024 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Envestnet | ENV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/7/2024 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2024 | Rocket Cos Inc. | RKT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/3/2024 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2024 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2024 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 3/22/2024 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | TaskUs, Inc | TASK | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/28/2024 | Thoughtworks Holding | TWKS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/27/2024 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2024 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2024 | Envestnet | ENV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/23/2024 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2024 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | Affirm Holdings Inc. | AFRM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/8/2024 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2024 | Jack Henry | JKHY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/8/2024 | FleetCor Technologies | FLT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/7/2024 | Cognizant Technology Solutions | CTSH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/2/2024 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2024 | Toast Inc. | TOST | New Coverage | Sector Perform (N/A) |
18.75 (35.32) |
88.37% | Details | |
| 1/26/2024 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2024 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/8/2023 | Broadridge Financial | BR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2023 | IBEX Ltd. | IBEX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/9/2023 | Jack Henry | JKHY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/9/2023 | FleetCor Technologies | FLT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/9/2023 | Envestnet | ENV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/9/2023 | Affirm Holdings Inc. | AFRM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/8/2023 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2023 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | DXC Technology | DXC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/26/2023 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/14/2023 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/14/2023 | IBEX Ltd. | IBEX | Downgrade | Sector Perform (Outperform) |
18.55 (36.13) |
94.77% | Details | |
| 8/29/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2023 | Jack Henry | JKHY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/16/2023 | Paysafe | PSFE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/10/2023 | TaskUs, Inc | TASK | Downgrade | Sector Perform (Outperform) |
12.31 (7.76) |
-36.96% | Details | |
| 8/9/2023 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | FleetCor Technologies | FLT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/9/2023 | Thoughtworks Holding | TWKS | Downgrade | Sector Perform (Outperform) |
7.02 (4.47) |
-36.32% | Details | |
| 8/8/2023 | Broadridge Financial | br | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2023 | Cognizant Technology Solutions | CTSH | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/3/2023 | DXC Technology | DXC | Downgrade | Sector Perform (Outperform) |
27.65 (10.70) |
-61.3% | Details | |
| 7/28/2023 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2023 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2023 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/7/2023 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2023 | Lightspeed POS Inc. | LSPD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2023 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2023 | Paysafe | PSFE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/11/2023 | Rackspace Technology Inc. | RXT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/10/2023 | Thoughtworks Holding | TWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2023 | TaskUs, Inc | TASK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2023 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2023 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2023 | Broadridge Financial | BR | New Coverage | Outperform (N/A) |
142.61 (178.50) |
25.17% | Details | |
| 4/20/2023 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2023 | Focus Financial Partners | FOCS | Downgrade | Sector Perform (Outperform) |
50.12 (52.99) |
5.73% | Details | |
| 2/9/2023 | Jack Henry | JKHY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/9/2023 | FleetCor Technologies | FLT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/9/2023 | Affirm Holdings Inc. | AFRM | Downgrade | Sector Perform (Outperform) |
17.21 (75.05) |
336.08% | Details | |
| 2/8/2023 | NCR Corp. | NCR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2023 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2022 | Rackspace Technology Inc. | RXT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/15/2022 | Thoughtworks Holding | TWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2022 | Rackspace Technology Inc. | RXT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/10/2022 | Jack Henry | JKHY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/9/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2022 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2022 | Rocket Cos Inc. | RKT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/4/2022 | Lightspeed POS Inc. | LSPD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2022 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2022 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | FleetCor Technologies | FLT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/3/2022 | Cognizant Technology Solutions | CTSH | Downgrade | Sector Perform (Outperform) |
62.53 (60.92) |
-2.57% | Details | |
| 10/28/2022 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2022 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2022 | Western Union Co. | WU | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/21/2022 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/21/2022 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2022 | NCR Corp. | NCR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/14/2022 | TaskUs, Inc | TASK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2022 | Jack Henry | JKHY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/16/2022 | Thoughtworks Holding | TWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2022 | Paysafe | PSFE | Maintain | Sector Perform (Outperform) |
|
Details | ||
| 8/11/2022 | Rackspace Technology Inc. | RXT | Downgrade | Sector Perform (Outperform) |
6.88 (3.25) |
-52.76% | Details | |
| 8/9/2022 | TaskUs, Inc | TASK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2022 | Rocket Cos Inc. | RKT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/5/2022 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2022 | FleetCor Technologies | FLT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/4/2022 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2022 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2022 | Envestnet | ENV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/28/2022 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2022 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2022 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2022 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2022 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2022 | Lightspeed POS Inc. | LSPD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2022 | Rocket Cos Inc. | RKT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/12/2022 | Paysafe | PSFE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2022 | Rackspace Technology Inc. | RXT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2022 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2022 | TaskUs, Inc | TASK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2022 | Thoughtworks Holding | TWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2022 | Envestnet | ENV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2022 | Envestnet | ENV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2022 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2022 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2022 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2022 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2022 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | NCR Corp. | NCR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/5/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2022 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2022 | Paysafe | PSFE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2022 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2022 | Thoughtworks Holding | TWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2022 | TaskUs, Inc | TASK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2022 | Rocket Cos Inc. | RKT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/23/2022 | Rackspace Technology Inc. | RXT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2022 | Western Union Co. | WU | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/11/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2022 | Lightspeed POS Inc. | LSPD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2022 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2022 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2022 | Lightspeed POS Inc. | LSPD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2021 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/8/2021 | TaskUs, Inc | TASK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2021 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2021 | Thoughtworks Holding | TWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2021 | TaskUs, Inc | TASK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2021 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2021 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2021 | Bottomline Technologies | EPAY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/9/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2021 | Envestnet | ENV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/5/2021 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2021 | Lightspeed POS Inc. | LSPD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2021 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2021 | Western Union Co. | WU | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/3/2021 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2021 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2021 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2021 | NCR Corp. | NCR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2021 | Fiserv | FISV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/8/2021 | Rocket Cos Inc. | RKT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/7/2021 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 9/29/2021 | Lightspeed POS Inc. | LSPD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2021 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2021 | Rocket Cos Inc. | RKT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/12/2021 | Rackspace Technology Inc. | RXT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2021 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2021 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2021 | Envestnet | ENV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/4/2021 | NCR Corp. | NCR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2021 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2021 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2021 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 7/6/2021 | TaskUs, Inc | TASK | New Coverage | Outperform (N/A) |
33.24 (7.76) |
-76.65% | Details | |
| 6/25/2021 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2021 | Flywire | FLYW | New Coverage | Outperform (N/A) |
32.44 (18.75) |
-42.2% | Details | |
| 6/10/2021 | Visa | V | Maintain | Outperform (Outperform) |
|
Details | ||
| 5/27/2021 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2021 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2021 | Rackspace Technology Inc. | RXT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2021 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2021 | Rocket Cos Inc. | RKT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2021 | Jack Henry | JKHY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/5/2021 | Bottomline Technologies | EPAY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/27/2021 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2021 | Paysafe | PSFE | New Coverage | Outperform (N/A) |
13.50 (6.59) |
-51.19% | Details | |
| 3/19/2021 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2021 | Accenture plc | ACN | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/2/2021 | Rocket Cos Inc. | RKT | Downgrade | Sector Perform (Outperform) |
24.30 (14.06) |
-42.14% | Details | |
| 2/26/2021 | Envestnet | ENV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/24/2021 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2021 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2021 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2021 | Western Union Co. | WU | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/11/2021 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2021 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2021 | Affirm Holdings Inc. | AFRM | New Coverage | Outperform (N/A) |
108.77 (75.05) |
-31% | Details | |
| 12/17/2020 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2020 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | NCR Corp. | NCR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2020 | Visa | V | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/11/2020 | Rocket Cos Inc. | RKT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2020 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2020 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2020 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2020 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2020 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2020 | Rocket Cos Inc. | RKT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2020 | Rocket Cos Inc. | RKT | New Coverage | Outperform (N/A) |
27.10 (24.30) |
-10.33% | Details | |
| 8/31/2020 | Rackspace Technology Inc. | RXT | New Coverage | Outperform (N/A) |
18.69 (3.25) |
-82.61% | Details | |
| 8/18/2020 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2020 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2020 | Envestnet | ENV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/7/2020 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2020 | Bottomline Technologies | EPAY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/6/2020 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2020 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2020 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2020 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2020 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2020 | FleetCor Technologies | FLT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/8/2020 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2020 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2020 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2020 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2020 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2020 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2020 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2020 | Bottomline Technologies | EPAY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2020 | Western Union Co. | WU | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2020 | Jack Henry | JKHY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/1/2020 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2020 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2020 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/9/2020 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2020 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2020 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2020 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2020 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2020 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/30/2020 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2020 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2020 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2020 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2020 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2020 | Bottomline Technologies | EPAY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/20/2020 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2020 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2020 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2020 | Envestnet | ENV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/21/2020 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2020 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2020 | NCR Corp. | NCR | Maintain | Top Pick (N/A) |
|
Details | ||
| 12/20/2019 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2019 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2019 | NCR Corp. | NCR | Maintain | Top Pick (N/A) |
|
Details | ||
| 11/12/2019 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2019 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2019 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2019 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2019 | Western Union Co. | WU | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/1/2019 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2019 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2019 | FleetCor Technologies | FLT | New Coverage | Sector Perform (N/A) |
281.30 (303.26) |
7.81% | Details | |
| 8/22/2019 | Jack Henry | JKHY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/9/2019 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2019 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2019 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2019 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2019 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/19/2019 | NCR Corp. | NCR | Maintain | Top Pick (N/A) |
|
Details | ||
| 5/29/2019 | Total System Services | TSS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2019 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2019 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2019 | Envestnet | ENV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/3/2019 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2019 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2019 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2019 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2019 | Worldplay Inc. | WP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2019 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2019 | Worldplay Inc. | WP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2019 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2019 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2019 | Western Union Co. | WU | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/6/2019 | Jack Henry | JKHY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/1/2019 | Bottomline Technologies | EPAY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/31/2019 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2019 | Total System Services | TSS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2019 | Fiserv | FISV | Upgrade | Outperform (Sector Perform) |
82.79 (51.38) |
-37.94% | Details | |
| 12/18/2018 | NCR Corp. | NCR | Upgrade | Top Pick (Outperform) |
23.53 (27.08) |
15.09% | Details | |
| 12/18/2018 | Worldplay Inc. | WP | Downgrade | Outperform (Top Pick) |
80.17 (135.00) |
68.39% | Details | |
| 11/7/2018 | Jack Henry | JKHY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/7/2018 | DXC Technology | DXC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2018 | Fiserv | FISV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/31/2018 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2018 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 9/11/2018 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2018 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2018 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2018 | Jack Henry | JKHY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/20/2018 | Focus Financial Partners | FOCS | New Coverage | Outperform (N/A) |
38.50 (52.99) |
37.64% | Details |
