Ratings by Wells Fargo (Michael Turrin)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/13/2026 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/13/2026 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/13/2026 | Figma Inc | FIG | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/13/2026 | CrowdStrike | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/12/2026 | Tyler Tech | TYL | Upgrade | Overweight (Equal Weight) |
329.55 (360.87) |
9.5% | Details | |
| 10/12/2026 | Adobe | ADBE | Downgrade | Underweight (Overweight) |
242.27 (245.20) |
1.21% | Details | |
| 9/18/2026 | salesforce.com | CRM | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 9/11/2026 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2026 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2026 | Guidewire | GWRE | Maintain | Underweight (N/A) |
|
Details | ||
| 9/4/2026 | UiPath Inc. | PATH | Maintain | Equal Weight (N/A) |
|
Details | ||
| 9/4/2026 | Samsara Inc | IOT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2026 | Docusign Inc. | DOCU | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/28/2026 | Workday | WDAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/28/2026 | CrowdStrike | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/27/2026 | salesforce.com | CRM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/26/2026 | Intuit | INTU | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/17/2026 | CrowdStrike | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/17/2026 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2026 | salesforce.com | CRM | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 8/12/2026 | Workday | WDAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/12/2026 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/12/2026 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/12/2026 | CoreWeave | CRWV | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/7/2026 | Via Transportation | VIA | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/7/2026 | Blend Labs | BLND | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/6/2026 | Figma Inc | FIG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2026 | Clear Secure Inc | YOU | Maintain | Underweight (N/A) |
|
Details | ||
| 7/30/2026 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/15/2026 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2026 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/26/2026 | Figma Inc | FIG | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/12/2026 | Adobe | ADBE | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/5/2026 | Docusign Inc. | DOCU | Maintain | Equal Weight (N/A) |
|
Details | ||
| 6/5/2026 | Guidewire | GWRE | Maintain | Underweight (N/A) |
|
Details | ||
| 6/4/2026 | CrowdStrike | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/3/2026 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2026 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/29/2026 | Autodesk | ADSK | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/28/2026 | salesforce.com | CRM | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/22/2026 | Workday | WDAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/21/2026 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2026 | Intuit | INTU | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/21/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2026 | Via Transportation | VIA | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/8/2026 | CoreWeave | CRWV | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/7/2026 | Clear Secure Inc | YOU | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/5/2026 | Palo Alto Networks | PANW | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/5/2026 | CrowdStrike Holdings | CRWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2026 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/29/2026 | CoreWeave | CRWV | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/23/2026 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/31/2026 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/31/2026 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/18/2026 | Docusign Inc. | DOCU | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/13/2026 | ServiceTitan | TTAN | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/13/2026 | Adobe | ADBE | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/12/2026 | UiPath Inc. | PATH | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 3/11/2026 | Blend Labs | BLND | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/9/2026 | Adobe | ADBE | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/6/2026 | Samsara Inc | IOT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2026 | Autodesk | ADSK | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2026 | Clear Secure Inc | YOU | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/26/2026 | salesforce.com | CRM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/25/2026 | Workday | WDAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/24/2026 | Intuit | INTU | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/23/2026 | CoreWeave | CRWV | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2026 | Figma Inc | FIG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2026 | salesforce.com | CRM | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/18/2026 | Workday | WDAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/18/2026 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2026 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2026 | Tyler Tech | TYL | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/4/2026 | Tyler Tech | TYL | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/4/2026 | ServiceTitan | TTAN | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2026 | Samsara Inc | IOT | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2026 | Guidewire | GWRE | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/29/2026 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/22/2026 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/8/2026 | Tyler Tech | TYL | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 1/8/2026 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/8/2026 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/8/2026 | CoreWeave | CRWV | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/8/2026 | Guidewire | GWRE | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/8/2026 | Figma Inc | FIG | Upgrade | Overweight (Equal Weight) |
37.26 (21.49) |
-42.32% | Details | |
| 1/8/2026 | Clearwater Analytics Holdings | CWAN | Downgrade | Equal Weight (Overweight) |
24.11 (24.56) |
1.87% | Details | |
| 1/8/2026 | Intuit | INTU | Downgrade | Equal Weight (Overweight) |
651.15 (325.15) |
-50.07% | Details | |
| 12/5/2025 | Docusign Inc. | DOCU | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 12/4/2025 | UiPath Inc. | PATH | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 12/3/2025 | Oracle | ORCL | New Coverage | Overweight (N/A) |
200.94 (128.23) |
-36.18% | Details | |
| 11/26/2025 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2025 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2025 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/12/2025 | CoreWeave | CRWV | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/5/2025 | Figma Inc | FIG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/31/2025 | Tyler Tech | TYL | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 10/30/2025 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/23/2025 | CoreWeave | CRWV | Upgrade | Overweight (Equal Weight) |
133.23 (61.39) |
-53.92% | Details | |
| 9/19/2025 | ServiceTitan | TTAN | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2025 | salesforce.com | CRM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/28/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/25/2025 | Figma Inc | FIG | New Coverage | Equal Weight (N/A) |
77.30 (21.49) |
-72.2% | Details | |
| 8/22/2025 | Dayforce | DAY | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 8/13/2025 | CoreWeave | CRWV | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/7/2025 | HubSpot Inc | HUBS | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/6/2025 | RingCentral | RNG | Maintain | Underweight (Underweight) |
|
Details | ||
| 8/6/2025 | Clear Secure Inc | YOU | Maintain | Underweight (N/A) |
|
Details | ||
| 7/31/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/24/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/15/2025 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/25/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/13/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/13/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/13/2025 | Intuit | INTU | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/13/2025 | Adobe | ADBE | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/13/2025 | Klaviyo Inc | KVYO | Upgrade | Overweight (Equal Weight) |
33.61 (17.08) |
-49.18% | Details | |
| 6/13/2025 | Docusign Inc. | DOCU | Upgrade | Equal Weight (Underweight) |
76.01 (74.65) |
-1.79% | Details | |
| 6/13/2025 | Dayforce | DAY | Downgrade | Underweight (Equal Weight) |
59.59 (69.86) |
17.23% | Details | |
| 6/13/2025 | ZoomInfo Technologies | GTM | Downgrade | Underweight (Equal Weight) |
9.99 (3.80) |
-61.96% | Details | |
| 6/11/2025 | GitLab Inc | GTLB | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/9/2025 | HubSpot Inc | HUBS | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/5/2025 | Sprinklr Inc | CXM | Maintain | Underweight (Underweight) |
|
Details | ||
| 6/4/2025 | Guidewire | GWRE | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/30/2025 | UiPath Inc. | PATH | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/29/2025 | salesforce.com | CRM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/23/2025 | Intuit | INTU | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/22/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/15/2025 | CoreWeave | CRWV | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/13/2025 | ZoomInfo Technologies | ZI | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/9/2025 | RingCentral | RNG | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/9/2025 | Clear Secure Inc | YOU | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/8/2025 | CoreWeave | CRWV | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/2/2025 | Twilio | TWLO | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/2/2025 | Five9, Inc | FIVN | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 5/2/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2025 | Freshworks Inc | FRSH | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/28/2025 | Tyler Tech | TYL | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/24/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2025 | salesforce.com | CRM | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/22/2025 | ZoomInfo Technologies | ZI | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/22/2025 | Workday | WDAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2025 | Tyler Tech | TYL | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/22/2025 | Twilio | TWLO | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2025 | RingCentral | RNG | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/22/2025 | HubSpot Inc | HUBS | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2025 | GitLab Inc | GTLB | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2025 | Five9, Inc | FIVN | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/22/2025 | Docusign Inc. | DOCU | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/22/2025 | Blend Labs | BLND | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2025 | Adobe | ADBE | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2025 | 8x8 | EGHT | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/22/2025 | Sprinklr Inc | CXM | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/22/2025 | Freshworks Inc | FRSH | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 4/22/2025 | Braze Inc | BRZE | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2025 | CoreWeave | CRWV | New Coverage | Equal Weight (N/A) |
35.42 (61.39) |
73.32% | Details | |
| 4/14/2025 | ServiceNow | NOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/14/2025 | Microsoft | MSFT | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/10/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/28/2025 | Braze Inc | BRZE | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/21/2025 | Braze Inc | BRZE | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/14/2025 | Docusign Inc. | DOCU | Maintain | Underweight (N/A) |
|
Details | ||
| 3/13/2025 | UiPath Inc. | PATH | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 3/7/2025 | Adobe | ADBE | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/28/2025 | Blend Labs | BLND | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/27/2025 | salesforce.com | CRM | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 2/27/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2025 | Workday | WDAY | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2025 | ZoomInfo Technologies | ZI | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/21/2025 | Snowflake Inc. | SNOW | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/20/2025 | GitLab Inc | GTLB | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/14/2025 | Twilio | TWLO | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/13/2025 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2025 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2025 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2025 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2025 | Freshworks Inc | FRSH | Downgrade | Underweight (Equal Weight) |
17.44 (13.74) |
-21.22% | Details | |
| 1/7/2025 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/7/2025 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/7/2025 | Snowflake Inc. | SNOW | Upgrade | Overweight (Equal Weight) |
163.08 (306.84) |
88.15% | Details | |
| 1/7/2025 | Tyler Tech | TYL | Downgrade | Equal Weight (Overweight) |
575.84 (329.55) |
-42.77% | Details | |
| 1/7/2025 | ZoomInfo Technologies | ZI | Downgrade | Equal Weight (Overweight) |
10.48 (10.31) |
-1.62% | Details | |
| 1/7/2025 | RingCentral | RNG | Downgrade | Underweight (Equal Weight) |
36.77 (30.75) |
-16.37% | Details | |
| 1/2/2025 | Twilio | TWLO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | Guidewire | GWRE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | Docusign Inc. | DOCU | Maintain | Underweight (N/A) |
|
Details | ||
| 12/5/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2024 | Blend Labs | BLND | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2024 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2024 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2024 | Snowflake Inc. | SNOW | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/19/2024 | Guidewire | GWRE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/12/2024 | salesforce.com | CRM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/12/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/12/2024 | Twilio | TWLO | Upgrade | Overweight (Equal Weight) |
94.05 (104.29) |
10.89% | Details | |
| 11/12/2024 | Sprinklr Inc | CXM | Downgrade | Underweight (Equal Weight) |
8.29 (5.83) |
-29.67% | Details | |
| 11/12/2024 | Five9, Inc | FIVN | Downgrade | Equal Weight (Overweight) |
39.67 (25.47) |
-35.8% | Details | |
| 11/8/2024 | Clear Secure Inc | YOU | Maintain | Underweight (N/A) |
|
Details | ||
| 11/8/2024 | RingCentral | RNG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/7/2024 | Kaltura, Inc. | KLTR | Maintain | Underweight (N/A) |
|
Details | ||
| 11/7/2024 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | Blend Labs | BLND | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2024 | 8x8 | EGHT | Maintain | Underweight (N/A) |
|
Details | ||
| 11/1/2024 | Twilio | TWLO | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/25/2024 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2024 | Twilio | TWLO | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/24/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2024 | UiPath Inc. | PATH | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/11/2024 | Guidewire | GWRE | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/24/2024 | Smartsheet Inc. | SMAR | Downgrade | Equal Weight (Overweight) |
52.09 (56.47) |
8.41% | Details | |
| 9/6/2024 | UiPath Inc. | PATH | Maintain | Equal Weight (N/A) |
|
Details | ||
| 9/6/2024 | Guidewire | GWRE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2024 | Docusign Inc. | DOCU | Maintain | Underweight (N/A) |
|
Details | ||
| 9/5/2024 | Sprinklr Inc | CXM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 9/4/2024 | GitLab Inc | GTLB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | salesforce.com | CRM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/23/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/21/2024 | Guidewire | GWRE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2024 | Snowflake Inc. | SNOW | Downgrade | Equal Weight (Overweight) |
127.30 (306.84) |
141.04% | Details | |
| 8/14/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2024 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2024 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2024 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | Twilio | TWLO | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/2/2024 | RingCentral | RNG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/31/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2024 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2024 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/21/2024 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/21/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 6/21/2024 | UiPath Inc. | PATH | Maintain | Equal Weight (N/A) |
|
Details | ||
| 6/21/2024 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/21/2024 | RingCentral | RNG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 6/21/2024 | Kaltura, Inc. | KLTR | Maintain | Underweight (N/A) |
|
Details | ||
| 6/21/2024 | Guidewire | GWRE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/21/2024 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 6/21/2024 | 8x8 | EGHT | Maintain | Underweight (N/A) |
|
Details | ||
| 6/21/2024 | Sprinklr Inc | CXM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 6/14/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2024 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2024 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2024 | Sprinklr Inc | CXM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 6/6/2024 | Smartsheet Inc. | SMAR | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2024 | WalkMe Ltd. | WKME | Downgrade | Equal Weight (Overweight) |
9.64 (13.95) |
44.71% | Details | |
| 6/5/2024 | Guidewire | GWRE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2024 | UiPath Inc. | PATH | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/30/2024 | salesforce.com | CRM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/28/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/24/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2024 | salesforce.com | CRM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/22/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2024 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2024 | Workday | WDAY | Maintain | Equal Weight () |
|
Details | ||
| 5/20/2024 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2024 | Clear Secure Inc | YOU | Maintain | Underweight (N/A) |
|
Details | ||
| 5/8/2024 | RingCentral | RNG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/8/2024 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | WalkMe Ltd. | WKME | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2024 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2024 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2024 | GitLab Inc | GTLB | New Coverage | Overweight (N/A) |
56.38 (46.85) |
-16.9% | Details | |
| 3/15/2024 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/15/2024 | Smartsheet Inc. | SMAR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/14/2024 | UiPath Inc. | PATH | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/13/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/8/2024 | Guidewire | GWRE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/8/2024 | Docusign Inc. | DOCU | Maintain | Underweight (N/A) |
|
Details | ||
| 3/6/2024 | Twilio | TWLO | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/29/2024 | Clear Secure Inc | YOU | Maintain | Underweight (N/A) |
|
Details | ||
| 2/27/2024 | salesforce.com | CRM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/22/2024 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2024 | WalkMe Ltd. | WKME | Maintain | Overweight (N/A) |
|
Details | ||
| 2/21/2024 | salesforce.com | CRM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/21/2024 | RingCentral | RNG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/21/2024 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2024 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2024 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2024 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2024 | Docusign Inc. | DOCU | Maintain | Underweight (N/A) |
|
Details | ||
| 2/5/2024 | Everbridge | EVBG | Upgrade | Equal Weight (Underweight) |
23.79 (35.00) |
47.12% | Details | |
| 1/31/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2024 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2024 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2024 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2024 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2023 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2023 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2023 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2023 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2023 | Sprinklr Inc | CXM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/20/2023 | Docusign Inc. | DOCU | Downgrade | Underweight (Equal Weight) |
62.43 (74.65) |
19.57% | Details | |
| 12/20/2023 | Everbridge | EVBG | Downgrade | Underweight (Equal Weight) |
23.88 (35.00) |
46.57% | Details | |
| 12/20/2023 | salesforce.com | CRM | Downgrade | Equal Weight (Overweight) |
264.34 (240.70) |
-8.94% | Details | |
| 12/20/2023 | Clear Secure Inc | YOU | Downgrade | Underweight (Equal Weight) |
22.33 (43.93) |
96.73% | Details | |
| 12/20/2023 | Kaltura, Inc. | KLTR | Downgrade | Underweight (Equal Weight) |
1.87 (1.38) |
-26.2% | Details | |
| 12/20/2023 | Guidewire | GWRE | Upgrade | Overweight (Equal Weight) |
105.18 (168.86) |
60.54% | Details | |
| 12/20/2023 | RingCentral | RNG | Downgrade | Equal Weight (Overweight) |
34.47 (75.44) |
118.86% | Details | |
| 12/20/2023 | Blend Labs | BLND | Upgrade | Overweight (Equal Weight) |
2.28 (0.90) |
-60.53% | Details | |
| 12/11/2023 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2023 | Docusign Inc. | DOCU | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/7/2023 | Sprinklr Inc | CXM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/7/2023 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2023 | Twilio | TWLO | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/5/2023 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2023 | UiPath Inc. | PATH | Maintain | Equal Weight (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 | ||
| 11/29/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2023 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2023 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2023 | Guidewire | GWRE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/15/2023 | WalkMe Ltd. | WKME | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2023 | Everbridge | EVBG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/9/2023 | Twilio | TWLO | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/7/2023 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2023 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2023 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/2/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/15/2023 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/12/2023 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2023 | Smartsheet Inc. | SMAR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2023 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 8/31/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/31/2023 | Guidewire | GWRE | Upgrade | Equal Weight (Underweight) |
83.80 (168.86) |
101.5% | Details | |
| 8/25/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2023 | Snowflake Inc. | SNOW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2023 | WalkMe Ltd. | WKME | Maintain | Overweight (N/A) |
|
Details | ||
| 8/10/2023 | Blend Labs | BLND | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/9/2023 | Twilio | TWLO | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/8/2023 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2023 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2023 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2023 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/22/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2023 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2023 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2023 | Adobe | ADBE | Upgrade | Overweight (Equal Weight) |
438.93 (242.27) |
-44.8% | Details | |
| 6/9/2023 | UiPath Inc. | PATH | Downgrade | Equal Weight (Overweight) |
18.27 (12.85) |
-29.67% | Details | |
| 6/2/2023 | Guidewire | GWRE | Maintain | Underweight (N/A) |
|
Details | ||
| 5/31/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2023 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2023 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2023 | Adobe | ADBE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/31/2023 | Sprinklr Inc | CXM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/31/2023 | Smartsheet Inc. | SMAR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2023 | Everbridge | EVBG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/31/2023 | Braze Inc | BRZE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/30/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2023 | 8x8 | EGHT | Maintain | Underweight (N/A) |
|
Details | ||
| 5/10/2023 | Twilio | TWLO | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/10/2023 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2023 | Blend Labs | BLND | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/5/2023 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2023 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2023 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/2/2023 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2023 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/3/2023 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/30/2023 | Sprinklr Inc | CXM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/24/2023 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/17/2023 | Blend Labs | BLND | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/16/2023 | UiPath Inc. | PATH | Maintain | Overweight (N/A) |
|
Details | ||
| 3/16/2023 | Adobe | ADBE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/8/2023 | Docusign Inc. | DOCU | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/7/2023 | Guidewire | GWRE | Maintain | Underweight (N/A) |
|
Details | ||
| 2/28/2023 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2023 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2023 | WalkMe Ltd. | WKME | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2023 | Twilio | TWLO | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/14/2023 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2023 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/7/2023 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2023 | 8x8 | EGHT | Maintain | Underweight (N/A) |
|
Details | ||
| 1/26/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2023 | Blend Labs | BLND | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/6/2023 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2023 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2023 | Everbridge | EVBG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/6/2023 | Docusign Inc. | DOCU | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/6/2023 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2022 | Adobe | ADBE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/14/2022 | Everbridge | EVBG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/14/2022 | Adobe | ADBE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/9/2022 | Docusign Inc. | DOCU | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/7/2022 | Guidewire | GWRE | Maintain | Underweight (N/A) |
|
Details | ||
| 12/7/2022 | Sprinklr Inc | CXM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/2/2022 | UiPath Inc. | PATH | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/30/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2022 | Blend Labs | BLND | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/10/2022 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2022 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Twilio | TWLO | Downgrade | Equal Weight (Overweight) |
65.36 (244.37) |
273.88% | Details | |
| 11/2/2022 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2022 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2022 | 8x8 | EGHT | Maintain | Underweight (N/A) |
|
Details | ||
| 10/26/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2022 | Microsoft | MSFT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2022 | Guidewire | GWRE | Maintain | Underweight (N/A) |
|
Details | ||
| 9/30/2022 | UiPath Inc. | PATH | Maintain | Overweight (N/A) |
|
Details | ||
| 9/19/2022 | Adobe | ADBE | Downgrade | Equal Weight (Overweight) |
309.13 (245.20) |
-20.68% | Details | |
| 9/9/2022 | Docusign Inc. | DOCU | Maintain | Equal Weight (N/A) |
|
Details | ||
| 9/7/2022 | UiPath Inc. | PATH | Maintain | Overweight (N/A) |
|
Details | ||
| 9/7/2022 | Guidewire | GWRE | Maintain | Underweight (N/A) |
|
Details | ||
| 9/2/2022 | Smartsheet Inc. | SMAR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2022 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2022 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2022 | Tyler Tech | TYL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2022 | 8x8 | EGHT | Maintain | Underweight (N/A) |
|
Details | ||
| 7/25/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/17/2022 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2022 | Docusign Inc. | DOCU | Maintain | Equal Weight (N/A) |
|
Details | ||
| 6/7/2022 | WalkMe Ltd. | WKME | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2022 | Smartsheet Inc. | SMAR | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2022 | Anaplan Inc. | PLAN | Maintain | Equal Weight (N/A) |
|
Details | ||
| 6/7/2022 | Tyler Tech | TYL | Upgrade | Overweight (Equal Weight) |
356.42 (360.87) |
1.25% | Details | |
| 6/1/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/24/2022 | WalkMe Ltd. | WKME | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2022 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2022 | UiPath Inc. | PATH | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2022 | Smartsheet Inc. | SMAR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2022 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2022 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2022 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2022 | ServiceNow | NOW | New Coverage | Overweight (N/A) |
432.85 (141.97) |
-67.2% | Details | |
| 5/13/2022 | Blend Labs | BLND | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/11/2022 | 8x8 | EGHT | Maintain | Underweight (N/A) |
|
Details | ||
| 5/10/2022 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2022 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2022 | Tyler Tech | TYL | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/29/2022 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | Tyler Tech | TYL | New Coverage | Equal Weight (N/A) |
385.40 (360.87) |
-6.36% | Details | |
| 4/7/2022 | Sprinklr Inc | CXM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/1/2022 | Blend Labs | BLND | Downgrade | Equal Weight (Overweight) |
6.02 (0.90) |
-85.05% | Details | |
| 3/31/2022 | UiPath Inc. | PATH | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2022 | Adobe | ADBE | Maintain | Overweight (N/A) |
|
Details | ||
| 3/22/2022 | Anaplan Inc. | PLAN | Downgrade | Equal Weight (Overweight) |
50.59 (63.73) |
25.97% | Details | |
| 3/11/2022 | Docusign Inc. | DOCU | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/9/2022 | Guidewire | GWRE | Maintain | Underweight (N/A) |
|
Details | ||
| 3/3/2022 | Anaplan Inc. | PLAN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2022 | Workday | WDAY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2022 | Everbridge | EVBG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/24/2022 | salesforce.com | CRM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2022 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2022 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2022 | WalkMe Ltd. | WKME | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2022 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2022 | Ceridian HCM Holding Inc. | CDAY | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/26/2022 | Sprinklr Inc | CXM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/26/2022 | Everbridge | EVBG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/26/2022 | 8x8 | EGHT | Maintain | Underweight (N/A) |
|
Details | ||
| 1/6/2022 | Smartsheet Inc. | SMAR | Upgrade | Overweight (Equal Weight) |
68.20 (56.47) |
-17.2% | Details | |
| 1/6/2022 | Ceridian HCM Holding Inc. | CDAY | Downgrade | Equal Weight (Overweight) |
92.95 (69.52) |
-25.21% | Details | |
| 1/6/2022 | UiPath Inc. | PATH | Upgrade | Overweight (Equal Weight) |
38.10 (12.85) |
-66.27% | Details | |
| 12/13/2021 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2021 | Everbridge | EVBG | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/13/2021 | Blend Labs | BLND | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2021 | 8x8 | EGHT | Maintain | Underweight (N/A) |
|
Details | ||
| 12/10/2021 | Sprinklr Inc | CXM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/24/2021 | Anaplan Inc. | PLAN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2021 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2021 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2021 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2021 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2021 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2021 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2021 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2021 | Guidewire | GWRE | Maintain | Underweight (N/A) |
|
Details | ||
| 10/1/2021 | Five9, Inc | FIVN | Upgrade | Overweight (Equal Weight) |
161.73 (32.23) |
-80.07% | Details | |
| 9/20/2021 | salesforce.com | CRM | New Coverage | Overweight (N/A) |
260.53 (240.70) |
-7.61% | Details | |
| 9/20/2021 | Workday | WDAY | New Coverage | Overweight (N/A) |
268.51 (190.81) |
-28.94% | Details | |
| 9/20/2021 | Adobe | ADBE | New Coverage | Overweight (N/A) |
654.48 (245.20) |
-62.54% | Details | |
| 9/10/2021 | Sprinklr Inc | CXM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 9/1/2021 | Anaplan Inc. | PLAN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2021 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2021 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2021 | Five9, Inc | FIVN | Downgrade | Equal Weight (Overweight) |
177.60 (32.23) |
-81.85% | Details | |
| 6/4/2021 | Docusign Inc. | DOCU | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/26/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2021 | Anaplan Inc. | PLAN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2021 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2021 | 8x8 | EGHT | Maintain | Underweight (N/A) |
|
Details | ||
| 4/30/2021 | Atlassian Corporation | TEAM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2021 | HubSpot Inc | HUBS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2021 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2021 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/25/2021 | Docusign Inc. | DOCU | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/12/2021 | Docusign Inc. | DOCU | Maintain | Equal Weight (N/A) |
|
Details | ||
| 3/5/2021 | Guidewire | GWRE | Maintain | Underweight (N/A) |
|
Details | ||
| 2/24/2021 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2021 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/17/2021 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2021 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2021 | 8x8 | EGHT | Maintain | Underweight (N/A) |
|
Details | ||
| 1/5/2021 | Anaplan Inc. | PLAN | Upgrade | Overweight (Equal Weight) |
69.84 (63.73) |
-8.75% | Details | |
| 1/5/2021 | HubSpot Inc | HUBS | Upgrade | Overweight (Equal Weight) |
387.74 (230.94) |
-40.44% | Details | |
| 1/5/2021 | 8x8 | EGHT | Downgrade | Underweight (Equal Weight) |
33.75 (1.94) |
-94.25% | Details | |
| 12/21/2020 | RealPage | RP | Downgrade | Equal Weight (Overweight) |
67.83 (88.72) |
30.8% | Details | |
| 12/8/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/2/2020 | Slack Technologies Inc. | WORK | Downgrade | Equal Weight (Overweight) |
43.84 (45.20) |
3.1% | Details | |
| 12/1/2020 | Zoom Video | ZM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/20/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2020 | ZoomInfo Technologies | ZI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2020 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2020 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/15/2020 | Zoom Video | ZM | Maintain | Equal Weight (N/A) |
|
Details | ||
| 9/23/2020 | ZoomInfo Technologies | ZI | Upgrade | Overweight (Equal Weight) |
468.47 (10.31) |
-97.8% | Details | |
| 8/26/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/20/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2020 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2020 | RingCentral | RNG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2020 | Five9, Inc | FIVN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2020 | Anaplan Inc. | PLAN | Downgrade | Equal Weight (Overweight) |
44.68 (63.73) |
42.64% | Details | |
| 3/23/2020 | Intuit | INTU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2020 | Intuit | INTU | Upgrade | Overweight (Equal Weight) |
260.04 (325.15) |
25.04% | Details |
