Ratings by JPMorgan (Mark Murphy)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/15/2026 | Figma Inc | FIG | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/14/2026 | Dynatrace Inc. | DT | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/10/2026 | Nutanix | NTNX | Downgrade | Neutral (Overweight) |
36.94 (49.21) |
33.22% | Details | |
| 3/18/2026 | Docusign Inc. | DOCU | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/13/2026 | Adobe | ADBE | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/11/2026 | Oracle | ORCL | Upgrade | Overweight (Neutral) |
149.40 (184.10) |
23.23% | Details | |
| 2/27/2026 | Intuit | INTU | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/27/2026 | DoubleVerify | DV | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/27/2026 | CoreWeave | CRWV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2026 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2026 | salesforce.com | CRM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/25/2026 | Workday | WDAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/20/2026 | Dropbox | DBX | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/12/2026 | HubSpot Inc | HUBS | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/11/2026 | Cloudflare Inc. | NET | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/10/2026 | ZoomInfo Technologies | GTM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/10/2026 | monday.com Ltd. | MNDY | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/29/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2026 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2026 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2026 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/16/2026 | OneStream Inc. | OS | Downgrade | Underweight (Neutral) |
23.64 (24.00) |
1.52% | Details | |
| 12/11/2025 | Oracle | ORCL | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/5/2025 | Docusign Inc. | DOCU | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/5/2025 | Pegasystems | PEGA | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/4/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/26/2025 | Workday | WDAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/26/2025 | Nutanix | NTNX | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/11/2025 | CoreWeave | CRWV | Downgrade | Neutral (Overweight) |
104.01 (95.74) |
-7.95% | Details | |
| 11/11/2025 | CoreWeave | CRWV | Downgrade | Neutral (Overweight) |
104.01 (104.01) |
0% | Details | |
| 11/10/2025 | DoubleVerify | DV | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/6/2025 | Paycom Software | PAYC | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/6/2025 | HubSpot Inc | HUBS | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/6/2025 | Figma Inc | FIG | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/31/2025 | Twilio | TWLO | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/8/2025 | Oracle | ORCL | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/5/2025 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2025 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2025 | Nutanix | NTNX | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/28/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2025 | Figma Inc | FIG | New Coverage | Neutral (N/A) |
72.76 (19.34) |
-73.42% | Details | |
| 8/22/2025 | Workday | WDAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/11/2025 | CoreWeave | CRWV | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/8/2025 | OneStream Inc. | OS | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/7/2025 | HubSpot Inc | HUBS | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/7/2025 | Paycom Software | PAYC | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/1/2025 | DoubleVerify | DV | Upgrade | Overweight (Neutral) |
15.32 (10.23) |
-33.22% | Details | |
| 7/31/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/30/2025 | Cloudflare Inc. | NET | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/12/2025 | Oracle | ORCL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/10/2025 | Oracle | ORCL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/6/2025 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/4/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2025 | Pegasystems | PEGA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2025 | UiPath Inc. | PATH | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/29/2025 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2025 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2025 | CoreWeave | CRWV | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2025 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2025 | Dayforce | DAY | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/8/2025 | Paycom Software | PAYC | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/1/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2025 | CoreWeave | CRWV | New Coverage | Overweight (N/A) |
39.09 (104.01) |
166.08% | Details | |
| 3/14/2025 | Docusign Inc. | DOCU | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/13/2025 | UiPath Inc. | PATH | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/13/2025 | Adobe | ADBE | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/11/2025 | Oracle | ORCL | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/10/2025 | Docusign Inc. | DOCU | Upgrade | Neutral (Underweight) |
79.83 (44.55) |
-44.19% | Details | |
| 2/28/2025 | DoubleVerify | DV | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/27/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/27/2025 | Nutanix | NTNX | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2025 | Workday | WDAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/14/2025 | Twilio | TWLO | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/13/2025 | Paycom Software | PAYC | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/13/2025 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2025 | OneStream Inc. | OS | Downgrade | Neutral (Overweight) |
30.12 (23.64) |
-21.51% | Details | |
| 2/6/2025 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2025 | Dayforce | DAY | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/30/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/22/2025 | Paycor HCM Inc | PYCR | Downgrade | Underweight (Neutral) |
22.10 (22.49) |
1.76% | Details | |
| 12/6/2024 | UiPath Inc. | PATH | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | DoubleVerify | DV | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2024 | Dayforce | DAY | Maintain | Neutral (N/A) |
|
Details | ||
| 9/18/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/13/2024 | Oracle | ORCL | Maintain | Neutral (N/A) |
|
Details | ||
| 9/13/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/11/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2024 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2024 | OneStream Inc. | OS | New Coverage | Overweight (N/A) |
28.71 (30.12) |
4.91% | Details | |
| 8/15/2024 | Paycor HCM Inc | PYCR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2024 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2024 | Pegasystems | PEGA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2024 | Pegasystems | PEGA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/14/2024 | Adobe | ADBE | Upgrade | Overweight (Neutral) |
458.74 (218.80) |
-52.3% | Details | |
| 6/12/2024 | Oracle | ORCL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/5/2024 | Docusign Inc. | DOCU | Maintain | Underweight (N/A) |
|
Details | ||
| 5/30/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2024 | UiPath Inc. | PATH | Maintain | Overweight (N/A) |
|
Details | ||
| 5/24/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/24/2024 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2024 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2024 | Dropbox | DBX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2024 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2024 | DoubleVerify | DV | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2024 | Pegasystems | PEGA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/15/2024 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/14/2024 | UiPath Inc. | PATH | Upgrade | Overweight (Neutral) |
24.43 (10.65) |
-56.41% | Details | |
| 3/12/2024 | Oracle | ORCL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/29/2024 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/29/2024 | DoubleVerify | DV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/29/2024 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/29/2024 | Nutanix | NTNX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2024 | Dropbox | DBX | Downgrade | Neutral (Overweight) |
32.41 (26.98) |
-16.75% | Details | |
| 2/15/2024 | Pegasystems | PEGA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2024 | Akamai Technologies | AKAM | Maintain | Underweight (N/A) |
|
Details | ||
| 2/9/2024 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2024 | Paycom Software | PAYC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 12/11/2023 | Akamai Technologies | AKAM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2023 | Docusign Inc. | DOCU | Maintain | Underweight (N/A) |
|
Details | ||
| 12/1/2023 | UiPath Inc. | PATH | Maintain | Neutral (N/A) |
|
Details | ||
| 11/30/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/30/2023 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/29/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2023 | DoubleVerify | DV | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2023 | Akamai Technologies | AKAM | Maintain | Underweight (N/A) |
|
Details | ||
| 11/7/2023 | Datadog | DDOG | Upgrade | Overweight (Neutral) |
79.55 (234.24) |
194.46% | Details | |
| 11/2/2023 | Ceridian HCM Holding Inc. | CDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2023 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2023 | Pegasystems | PEGA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/13/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 9/12/2023 | Oracle | ORCL | Downgrade | Neutral (Overweight) |
126.71 (149.40) |
17.91% | Details | |
| 8/29/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/17/2023 | Paycor HCM Inc | PYCR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2023 | Datadog | DDOG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2023 | Alteryx | AYX | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2023 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/28/2023 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/15/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/13/2023 | Pegasystems | PEGA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/13/2023 | Adobe | ADBE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/12/2023 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2023 | Docusign Inc. | DOCU | Maintain | Underweight (N/A) |
|
Details | ||
| 6/8/2023 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/25/2023 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2023 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2023 | Akamai Technologies | AKAM | Maintain | Underweight (N/A) |
|
Details | ||
| 5/5/2023 | BigCommerce Holdings | BIGC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2023 | Ceridian HCM Holding Inc. | CDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2023 | Paycom Software | PAYC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2023 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2023 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2023 | Alteryx | AYX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/24/2023 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/16/2023 | UiPath Inc. | PATH | Maintain | Neutral (N/A) |
|
Details | ||
| 3/10/2023 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 3/10/2023 | Docusign Inc. | DOCU | Downgrade | Underweight (Neutral) |
64.41 (79.83) |
23.94% | Details | |
| 3/10/2023 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/9/2023 | Qualtrics | XM | Downgrade | Neutral (Overweight) |
17.38 (18.14) |
4.37% | Details | |
| 3/2/2023 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2023 | DoubleVerify | DV | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2023 | BigCommerce Holdings | BIGC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2023 | Akamai Technologies | AKAM | Maintain | Underweight (N/A) |
|
Details | ||
| 2/10/2023 | Cloudflare Inc. | NET | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2023 | Ceridian HCM Holding Inc. | CDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2022 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2022 | UiPath Inc. | PATH | Maintain | Neutral (N/A) |
|
Details | ||
| 12/1/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2022 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/28/2022 | Cloudflare Inc. | NET | New Coverage | Neutral (N/A) |
46.79 (227.44) |
386.09% | Details | |
| 11/17/2022 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2022 | Akamai Technologies | AKAM | Maintain | Underweight (N/A) |
|
Details | ||
| 11/4/2022 | Dropbox | DBX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Datadog | DDOG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2022 | Ceridian HCM Holding Inc. | CDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2022 | Alteryx | AYX | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2022 | Paycom Software | PAYC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2022 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2022 | UserTesting Inc | USER | Downgrade | Neutral (Overweight) |
3.86 (7.50) |
94.3% | Details | |
| 10/27/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2022 | Qualtrics | XM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2022 | Pegasystems | PEGA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2022 | ServiceNow | NOW | Upgrade | Overweight (Neutral) |
381.78 (103.08) |
-73% | Details | |
| 10/5/2022 | Akamai Technologies | AKAM | New Coverage | Underweight (N/A) |
87.16 (132.46) |
51.97% | Details | |
| 9/23/2022 | Datadog | DDOG | New Coverage | Neutral (N/A) |
94.51 (234.24) |
147.85% | Details | |
| 9/13/2022 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2022 | Docusign Inc. | DOCU | New Coverage | Neutral (N/A) |
57.95 (44.55) |
-23.12% | Details | |
| 8/25/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2022 | Box, Inc. | BOX | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2022 | Dropbox | DBX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2022 | Pegasystems | PEGA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2022 | Pegasystems | PEGA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2022 | Qualtrics | XM | Maintain | Overweight (N/A) |
|
Details | ||
| 6/23/2022 | Snowflake Inc. | SNOW | Upgrade | Overweight (Neutral) |
122.54 (240.39) |
96.17% | Details | |
| 6/15/2022 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 6/14/2022 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2022 | UiPath Inc. | PATH | Maintain | Neutral (N/A) |
|
Details | ||
| 6/1/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2022 | UserTesting Inc | USER | New Coverage | Overweight (N/A) |
4.88 (7.50) |
53.69% | Details | |
| 5/26/2022 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/23/2022 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/11/2022 | DoubleVerify | DV | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2022 | Confluent Inc | CFLT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2022 | Paycor HCM Inc | PYCR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2022 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | Freshworks Inc | FRSH | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2022 | Paycom Software | PAYC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2022 | BigCommerce Holdings | BIGC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/16/2022 | Smartsheet Inc. | SMAR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/15/2022 | Coupa Software | COUP | Maintain | Underweight (N/A) |
|
Details | ||
| 3/11/2022 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2022 | HashiCorp Inc | HCP | Maintain | Neutral (N/A) |
|
Details | ||
| 3/10/2022 | Asana | ASAN | Downgrade | Underweight (Neutral) |
44.49 (7.46) |
-83.23% | Details | |
| 3/9/2022 | DoubleVerify | DV | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2022 | Box, Inc. | BOX | Upgrade | Neutral (Underweight) |
26.00 (25.49) |
-1.96% | Details | |
| 3/2/2022 | c3.ai | AI | Upgrade | Neutral (Underweight) |
22.42 (11.27) |
-49.73% | Details | |
| 3/1/2022 | UserTesting Inc | USER | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2022 | BigCommerce Holdings | BIGC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2022 | VMware | VMW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2022 | monday.com Ltd. | MNDY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2022 | DoubleVerify | DV | Downgrade | Neutral (Overweight) |
26.92 (15.32) |
-43.09% | Details | |
| 2/16/2022 | Alteryx | AYX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2022 | Ceridian HCM Holding Inc. | CDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2022 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2022 | HashiCorp Inc | HCP | New Coverage | Neutral (N/A) |
90.54 (34.78) |
-61.59% | Details | |
| 12/13/2021 | UserTesting Inc | USER | New Coverage | Overweight (N/A) |
8.13 (7.50) |
-7.75% | Details | |
| 12/13/2021 | Braze Inc | BRZE | New Coverage | Overweight (N/A) |
66.95 (21.66) |
-67.65% | Details | |
| 12/10/2021 | Sprinklr Inc | CXM | Upgrade | Overweight (Neutral) |
13.51 (5.38) |
-60.18% | Details | |
| 12/9/2021 | UiPath Inc. | PATH | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2021 | Elastic NV. | ESTC | Upgrade | Overweight (Neutral) |
110.55 (60.22) |
-45.53% | Details | |
| 12/2/2021 | Snowflake Inc. | SNOW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/24/2021 | VMware | VMW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2021 | Informatica | INFA | New Coverage | Overweight (N/A) |
33.50 (24.79) |
-26% | Details | |
| 11/2/2021 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2021 | Alteryx | AYX | Upgrade | Neutral (Underweight) |
69.70 (48.26) |
-30.76% | Details | |
| 10/27/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2021 | Freshworks Inc | FRSH | New Coverage | Overweight (N/A) |
41.68 (9.22) |
-77.88% | Details | |
| 9/14/2021 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2021 | UiPath Inc. | PATH | Maintain | Neutral (N/A) |
|
Details | ||
| 9/8/2021 | Coupa Software | COUP | Maintain | Underweight (N/A) |
|
Details | ||
| 8/16/2021 | Paycor HCM Inc | PYCR | New Coverage | Neutral (N/A) |
34.67 (22.10) |
-36.26% | Details | |
| 8/5/2021 | TechTarget, Inc. | TTGT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2021 | Ceridian HCM Holding Inc. | CDAY | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2021 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2021 | Confluent Inc | CFLT | New Coverage | Neutral (N/A) |
40.48 (30.99) |
-23.44% | Details | |
| 7/19/2021 | Sprinklr Inc | CXM | New Coverage | Neutral (N/A) |
19.51 (13.51) |
-30.75% | Details | |
| 7/6/2021 | monday.com Ltd. | MNDY | New Coverage | Neutral (N/A) |
229.95 (79.58) |
-65.39% | Details | |
| 6/30/2021 | TechTarget Inc. | TTGT | New Coverage | Neutral (N/A) |
100.98 (3.66) |
-96.38% | Details | |
| 6/16/2021 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/17/2021 | UiPath Inc. | PATH | New Coverage | Neutral (N/A) |
70.48 (24.43) |
-65.34% | Details | |
| 5/6/2021 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2021 | Nutanix | NTNX | Upgrade | Overweight (Neutral) |
27.04 (36.94) |
36.61% | Details | |
| 4/19/2021 | DigitalOcean | DOCN | New Coverage | Overweight (N/A) |
44.96 (174.75) |
288.68% | Details | |
| 4/19/2021 | SEMrush Holdings, Inc | SEMR | New Coverage | Overweight (N/A) |
16.39 (12.00) |
-26.78% | Details | |
| 3/17/2021 | Coupa Software | COUP | Maintain | Underweight (N/A) |
|
Details | ||
| 3/17/2021 | Smartsheet Inc. | SMAR | Upgrade | Overweight (Neutral) |
68.62 (56.47) |
-17.71% | Details | |
| 3/15/2021 | BigCommerce Holdings | BIGC | New Coverage | Neutral (N/A) |
60.80 (4.78) |
-92.14% | Details | |
| 2/23/2021 | Qualtrics | XM | New Coverage | Overweight (N/A) |
45.09 (18.14) |
-59.77% | Details | |
| 2/9/2021 | Twilio | TWLO | Upgrade | Overweight (Neutral) |
400.06 (206.62) |
-48.35% | Details | |
| 1/4/2021 | C3.ai | AI | New Coverage | Underweight (N/A) |
138.75 (11.27) |
-91.88% | Details | |
| 11/24/2020 | Nutanix | NTNX | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2020 | Ceridian HCM Holding Inc. | CDAY | Upgrade | Neutral (Underweight) |
86.22 (69.52) |
-19.37% | Details | |
| 11/3/2020 | Paycom Software | PAYC | Upgrade | Neutral (Underweight) |
364.09 (132.24) |
-63.68% | Details | |
| 9/17/2020 | ZoomInfo Technologies | ZI | Upgrade | Overweight (Neutral) |
31.11 (10.31) |
-66.86% | Details | |
| 8/14/2020 | Pegasystems | PEGA | New Coverage | Overweight (N/A) |
115.00 (32.81) |
-71.47% | Details | |
| 6/29/2020 | ZoomInfo Technologies | ZI | New Coverage | Neutral (N/A) |
53.19 (31.11) |
-41.51% | Details | |
| 4/23/2020 | Smartsheet Inc. | SMAR | Downgrade | Neutral (Overweight) |
51.57 (56.47) |
9.5% | Details | |
| 4/23/2020 | Twilio | TWLO | Downgrade | Neutral (Overweight) |
105.00 (206.62) |
96.78% | Details | |
| 4/23/2020 | Paycom Software | PAYC | Downgrade | Underweight (Neutral) |
208.20 (132.24) |
-36.48% | Details | |
| 4/23/2020 | Ceridian HCM Holding Inc. | CDAY | Downgrade | Underweight (Neutral) |
50.36 (69.52) |
38.05% | Details | |
| 4/23/2020 | Coupa Software | COUP | Downgrade | Underweight (Neutral) |
157.45 (80.97) |
-48.57% | Details | |
| 4/23/2020 | Alteryx | AYX | Downgrade | Underweight (Neutral) |
111.23 (48.26) |
-56.61% | Details | |
| 3/20/2020 | Oracle | ORCL | Upgrade | Overweight (Neutral) |
47.27 (184.10) |
289.46% | Details | |
| 2/27/2020 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2019 | Nutanix | NTNX | Maintain | Neutral (N/A) |
|
Details | ||
| 11/25/2019 | Nutanix | NTNX | Maintain | Neutral (N/A) |
|
Details | ||
| 9/27/2019 | Box, Inc. | BOX | Downgrade | Underweight (Neutral) |
17.16 (25.49) |
48.54% | Details | |
| 9/4/2019 | Coupa Software | COUP | Maintain | Neutral (N/A) |
|
Details | ||
| 8/30/2019 | Coupa Software | COUP | Maintain | Neutral (N/A) |
|
Details | ||
| 6/3/2019 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2019 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/27/2019 | Ultimate Software | ULTI | Downgrade | Neutral (Overweight) |
329.76 (13.12) |
-96.02% | Details | |
| 1/31/2019 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2018 | Apptio | APTI | Downgrade | Underweight (Neutral) |
38.16 (37.97) |
-0.5% | Details | |
| 10/10/2018 | Dropbox | DBX | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2018 | Red Hat | RHT | Downgrade | Neutral (Overweight) |
148.86 (187.71) |
26.1% | Details | |
| 8/30/2018 | Nutanix | NTNX | Upgrade | Neutral (Underweight) |
60.55 (49.21) |
-18.73% | Details |
