Ratings by Cantor Fitzgerald (Jonathan Ruykhaver)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/16/2026 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/12/2026 | SailPoint | SAIL | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/12/2026 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/9/2026 | SailPoint | SAIL | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/7/2026 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/8/2026 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/8/2026 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/4/2026 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 9/2/2026 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/2/2026 | GitLab Inc | GTLB | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/1/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/31/2026 | GitLab Inc | GTLB | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2026 | Rubrik Inc | RBRK | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/28/2026 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/27/2026 | CrowdStrike | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/27/2026 | Okta, Inc | OKTA | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/24/2026 | Fortinet | FTNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/24/2026 | Rubrik Inc | RBRK | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/24/2026 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/24/2026 | CrowdStrike | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/20/2026 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/20/2026 | Okta, Inc | OKTA | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/20/2026 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2026 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/19/2026 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2026 | CrowdStrike | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2026 | SoundThinking | SSTI | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/3/2026 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2026 | BigBear.ai Holdings | BBAI | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/30/2026 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2026 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/27/2026 | CrowdStrike | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/24/2026 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2026 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2026 | Checkpoint Software | CHKP | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/23/2026 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2026 | Rubrik Inc | RBRK | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/13/2026 | GitLab Inc | GTLB | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/26/2026 | Rubrik Inc | RBRK | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/26/2026 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/26/2026 | Okta, Inc | OKTA | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/26/2026 | Fortinet | FTNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/26/2026 | JFrog | FROG | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/26/2026 | CrowdStrike | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/17/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/15/2026 | JFrog | FROG | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/15/2026 | GitLab Inc | GTLB | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/11/2026 | Rubrik Inc | RBRK | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/10/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/10/2026 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/4/2026 | CrowdStrike | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/3/2026 | GitLab Inc | GTLB | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/3/2026 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/1/2026 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/1/2026 | Rubrik Inc | RBRK | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/1/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/29/2026 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/29/2026 | Okta, Inc | OKTA | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/27/2026 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/27/2026 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/27/2026 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2026 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/20/2026 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/20/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/18/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/13/2026 | GitLab Inc | GTLB | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/11/2026 | Fortinet | FTNT | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/7/2026 | Fortinet | FTNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/27/2026 | Tenable | TENB | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/27/2026 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/23/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2026 | JFrog | FROG | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/21/2026 | Checkpoint Software | CHKP | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/20/2026 | Tenable | TENB | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/20/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/20/2026 | GitLab Inc | GTLB | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/20/2026 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/15/2026 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/15/2026 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/15/2026 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/15/2026 | Fortinet | FTNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/15/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/15/2026 | Checkpoint Software | CHKP | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/31/2026 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/31/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/31/2026 | Okta, Inc | OKTA | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/31/2026 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/31/2026 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/30/2026 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/30/2026 | Tenable | TENB | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/30/2026 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/30/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/23/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/18/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/17/2026 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/13/2026 | Rubrik Inc | RBRK | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/13/2026 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/12/2026 | Fortinet | FTNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/9/2026 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/9/2026 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2026 | SoundThinking | SSTI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2026 | GitLab Inc | GTLB | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/4/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/3/2026 | BigBear.ai Holdings | BBAI | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/27/2026 | GitLab Inc | GTLB | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/27/2026 | Okta, Inc | OKTA | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/24/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/24/2026 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/23/2026 | JFrog | FROG | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/19/2026 | Allot Communications | ALLT | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/18/2026 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/12/2026 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2026 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/9/2026 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/9/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2026 | Tenable | TENB | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2026 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2026 | JFrog | FROG | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/30/2026 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2026 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2026 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/20/2026 | JFrog | FROG | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/20/2026 | Alphabet | GOOGL | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/20/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/12/2026 | JFrog | FROG | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/12/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/12/2026 | Allot Communications | ALLT | New Coverage | Overweight (N/A) |
10.84 (9.06) |
-16.42% | Details | |
| 1/7/2026 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/7/2026 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/7/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/7/2026 | GitLab Inc | GTLB | Downgrade | Neutral (Overweight) |
36.74 (55.45) |
50.93% | Details | |
| 1/7/2026 | BigBear.ai Holdings | BBAI | Downgrade | Neutral (Overweight) |
6.41 (2.19) |
-65.83% | Details | |
| 1/7/2026 | SoundThinking | SSTI | Downgrade | Neutral (Overweight) |
8.86 (8.40) |
-5.19% | Details | |
| 1/5/2026 | Okta, Inc | OKTA | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/17/2025 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/17/2025 | Rubrik Inc | RBRK | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/17/2025 | Okta, Inc | OKTA | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/5/2025 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/5/2025 | Rubrik Inc | RBRK | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/3/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/3/2025 | Okta, Inc | OKTA | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/3/2025 | GitLab Inc | GTLB | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/3/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/3/2025 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2025 | GitLab Inc | GTLB | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/26/2025 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/24/2025 | Fortinet | FTNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/24/2025 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/24/2025 | Okta, Inc | OKTA | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/24/2025 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/20/2025 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/20/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/17/2025 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/13/2025 | SoundThinking | SSTI | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/7/2025 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2025 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/24/2025 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/24/2025 | JFrog | FROG | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/23/2025 | Tenable | TENB | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/22/2025 | Fortinet | FTNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/22/2025 | Checkpoint Software | CHKP | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/20/2025 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/20/2025 | GitLab Inc | GTLB | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/18/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/15/2025 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2025 | Rubrik Inc | RBRK | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/29/2025 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/28/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/28/2025 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/27/2025 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/22/2025 | Okta, Inc | OKTA | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/19/2025 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/15/2025 | CyberArk Software | CYBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/15/2025 | Fortinet | FTNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/15/2025 | Checkpoint Software | CHKP | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/15/2025 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/15/2025 | JFrog | FROG | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/15/2025 | Tenable | TENB | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/15/2025 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/13/2025 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/13/2025 | Rubrik Inc | RBRK | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/12/2025 | GitLab Inc | GTLB | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/12/2025 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/8/2025 | JFrog | FROG | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/7/2025 | Fortinet | FTNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/5/2025 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/5/2025 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/5/2025 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/5/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/30/2025 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2025 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2025 | JFrog | FROG | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/25/2025 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2025 | Tenable | TENB | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/22/2025 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/22/2025 | CyberArk Software | CYBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/21/2025 | JFrog | FROG | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/21/2025 | CyberArk Software | CYBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/21/2025 | Checkpoint Software | CHKP | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/16/2025 | Fortinet | FTNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/16/2025 | Checkpoint Software | CHKP | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/30/2025 | SailPoint Technologies Holdings | SAIL | New Coverage | Overweight (N/A) |
22.77 (19.68) |
-13.57% | Details | |
| 6/11/2025 | GitLab Inc | GTLB | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/11/2025 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/10/2025 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/4/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/30/2025 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/30/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/29/2025 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/28/2025 | Okta, Inc | OKTA | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/28/2025 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2025 | Zscaler | ZS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2025 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/21/2025 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/21/2025 | Okta, Inc | OKTA | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/15/2025 | Rubrik Inc | RBRK | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/14/2025 | SoundThinking | SSTI | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/14/2025 | CyberArk Software | CYBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/9/2025 | GitLab Inc | GTLB | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/8/2025 | Fortinet | FTNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/7/2025 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2025 | Tenable | TENB | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/28/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2025 | Checkpoint Software | CHKP | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/24/2025 | CyberArk Software | CYBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2025 | Fortinet | FTNT | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/3/2025 | Zscaler | ZS | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/3/2025 | Zscaler | ZS | Upgrade | Overweight (Neutral) |
207.04 (231.33) |
11.73% | Details | |
| 3/31/2025 | Tenable | TENB | New Coverage | Overweight (N/A) |
34.94 (40.67) |
16.4% | Details | |
| 3/31/2025 | Okta, Inc | OKTA | New Coverage | Overweight (N/A) |
107.99 (208.64) |
93.2% | Details | |
| 3/14/2025 | Rubrik Inc | RBRK | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/13/2025 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2025 | SentinelOne Inc | S | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/6/2025 | Zscaler | ZS | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/5/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/4/2025 | GitLab Inc | GTLB | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/28/2025 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2025 | SoundThinking | SSTI | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/14/2025 | JFrog | FROG | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/14/2025 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/13/2025 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2025 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/12/2025 | JFrog | FROG | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2025 | Varonis Systems | VRNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/30/2025 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2025 | CyberArk Software | CYBR | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/27/2025 | Checkpoint Software | CHKP | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/10/2025 | SentinelOne Inc | S | New Coverage | Overweight (N/A) |
22.48 (22.77) |
1.29% | Details | |
| 1/10/2025 | Checkpoint Software | CHKP | New Coverage | Neutral (N/A) |
181.48 (143.43) |
-20.97% | Details | |
| 1/10/2025 | Varonis Systems | VRNS | New Coverage | Overweight (N/A) |
44.31 (48.69) |
9.88% | Details | |
| 12/6/2024 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2024 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2024 | Rubrik Inc | RBRK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/27/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2024 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2024 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2024 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2024 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2024 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/21/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2024 | SoundThinking | SSTI | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2024 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2024 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2024 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2024 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2024 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2024 | ZeroFox Holdings Inc. | ZFOX | Downgrade | Neutral (Overweight) |
0.91 (1.14) |
25.27% | Details | |
| 12/5/2023 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/29/2023 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/28/2023 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/22/2023 | GitLab Inc | GTLB | New Coverage | Overweight (N/A) |
46.15 (55.45) |
20.15% | Details | |
| 11/13/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | Fortinet | FTNT | Downgrade | Neutral (Overweight) |
57.31 (67.48) |
17.75% | Details | |
| 8/21/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2023 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2023 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 6/28/2023 | SoundThinking | SSTI | New Coverage | Overweight (N/A) |
21.67 (8.40) |
-61.24% | Details | |
| 6/13/2023 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2023 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 6/1/2023 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2023 | ZeroFox Holdings Inc. | ZFOX | New Coverage | Overweight (N/A) |
1.09 (1.14) |
4.59% | Details | |
| 3/3/2023 | Zscaler | ZS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2023 | JFrog | FROG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2023 | JFrog | FROG | New Coverage | Overweight (N/A) |
25.01 (96.30) |
285.05% | Details | |
| 1/26/2023 | Datadog | DDOG | New Coverage | Overweight (N/A) |
73.69 (273.09) |
270.59% | Details | |
| 11/11/2022 | Digi International | DGII | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2022 | Palo Alto Networks | PANW | New Coverage | Overweight (N/A) |
158.57 (347.25) |
118.99% | Details | |
| 10/21/2022 | Zscaler | ZS | New Coverage | Neutral (N/A) |
150.23 (231.33) |
53.98% | Details | |
| 10/21/2022 | Cerberus Cyber Sentinel Corp. | CISO | New Coverage | Overweight (N/A) |
3.18 (0.17) |
-94.65% | Details | |
| 9/8/2022 | Digi International | DGII | New Coverage | Overweight (N/A) |
32.81 (75.30) |
129.5% | Details | |
| 9/8/2022 | Cloudflare Inc. | NET | New Coverage | Neutral (N/A) |
61.02 (307.22) |
403.47% | Details | |
| 9/8/2022 | CyberArk Software | CYBR | New Coverage | Overweight (N/A) |
142.50 (408.85) |
186.91% | Details | |
| 9/8/2022 | Fortinet | FTNT | New Coverage | Overweight (N/A) |
49.65 (174.05) |
250.55% | Details | |
| 9/8/2022 | CrowdStrike Holdings | CRWD | New Coverage | Overweight (N/A) |
171.15 (239.34) |
39.84% | Details |
