Ratings by Canaccord (Richard Davis)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/2/2026 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2026 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2026 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2026 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2025 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 4/24/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2025 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 1/30/2025 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 12/20/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 11/7/2024 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2024 | HubSpot Inc | HUBS | Maintain | Buy (Buy) |
|
Details | ||
| 10/24/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2024 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 9/19/2024 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2024 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2024 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 8/8/2024 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2024 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2024 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2024 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 2/15/2024 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2024 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 12/22/2023 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 11/30/2023 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 11/9/2023 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2023 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 9/7/2023 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 8/31/2023 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 8/22/2023 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 7/27/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2023 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 2/27/2023 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2023 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2023 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2022 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 9/1/2022 | Okta, Inc | OKTA | Downgrade | Hold (Buy) |
91.16 (143.92) |
57.88% | Details | |
| 8/4/2022 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2022 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2022 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2022 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2022 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2022 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2022 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 11/24/2021 | Anaplan Inc. | PLAN | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2021 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2021 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2021 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2021 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2021 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2021 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2021 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2021 | Elastic NV. | ESTC | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2021 | Avalara | AVLR | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2021 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2021 | Okta, Inc | OKTA | Upgrade | Buy (Hold) |
241.22 (143.92) |
-40.34% | Details | |
| 2/25/2021 | Elastic NV. | ESTC | Maintain | Buy (Buy) |
|
Details | ||
| 2/16/2021 | Okta, Inc | OKTA | Maintain | Hold (N/A) |
|
Details | ||
| 1/28/2021 | ServiceNow | NOW | Maintain | Buy (Buy) |
|
Details | ||
| 1/21/2021 | Upland Software | UPLD | Maintain | Buy (Buy) |
|
Details | ||
| 12/2/2020 | Slack Technologies Inc. | WORK | Downgrade | Hold (Buy) |
43.84 (45.20) |
3.1% | Details | |
| 11/25/2020 | Anaplan Inc. | PLAN | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2020 | Autodesk | ADSK | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2020 | Slack Technologies Inc. | WORK | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2020 | Okta, Inc | OKTA | New Coverage | Hold (N/A) |
178.87 (143.92) |
-19.54% | Details | |
| 6/5/2020 | Slack Technologies Inc. | WORK | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2020 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2020 | Autodesk | ADSK | Maintain | Buy (Buy) |
|
Details | ||
| 5/18/2020 | Bill.com Holdings Inc. | BILL | Maintain | Hold (N/A) |
|
Details | ||
| 2/28/2020 | Altair Engineering | ALTR | Maintain | Hold (N/A) |
|
Details | ||
| 2/27/2020 | Anaplan Inc. | PLAN | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2020 | Everbridge | EVBG | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2020 | Twilio | TWLO | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2020 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2020 | Dynatrace Inc. | DT | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2020 | Bill.com Holdings Inc. | BILL | New Coverage | Hold (N/A) |
38.01 (49.17) |
29.36% | Details | |
| 12/17/2019 | Bandwidth Inc. | BAND | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2019 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 11/18/2019 | Okta, Inc | OKTA | Downgrade | Hold (Buy) |
115.96 (178.87) |
54.25% | Details | |
| 11/18/2019 | Elastic NV. | ESTC | Upgrade | Buy (Hold) |
72.15 (85.01) |
17.82% | Details | |
| 11/7/2019 | SailPoint Technologies Holdings | SAIL | Maintain | Hold (N/A) |
|
Details | ||
| 11/7/2019 | Bandwidth Inc. | BAND | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2019 | Everbridge | EVBG | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2019 | Appian Corp. | APPN | Maintain | Hold (N/A) |
|
Details | ||
| 10/31/2019 | Twilio | TWLO | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2019 | Twilio | TWLO | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2019 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2019 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2019 | SailPoint Technologies Holdings | SAIL | Maintain | Hold (N/A) |
|
Details | ||
| 10/2/2019 | Smartsheet Inc. | SMAR | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2019 | Adobe | ADBE | Maintain | Buy (Buy) |
|
Details | ||
| 8/29/2019 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2019 | Elastic NV. | ESTC | Maintain | Hold (N/A) |
|
Details | ||
| 8/28/2019 | Anaplan Inc. | PLAN | Maintain | Buy (Buy) |
|
Details | ||
| 8/28/2019 | Autodesk | ADSK | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2019 | Anaplan Inc. | PLAN | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2019 | Avalara | AVLR | New Coverage | Buy (N/A) |
86.07 (93.48) |
8.61% | Details | |
| 8/26/2019 | Dynatrace Inc. | DT | New Coverage | Buy (N/A) |
23.90 (49.26) |
106.11% | Details | |
| 8/23/2019 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2019 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2019 | Ceridian HCM Holding Inc. | CDAY | Maintain | Hold (N/A) |
|
Details | ||
| 7/31/2019 | Ceridian HCM Holding Inc. | CDAY | Maintain | Hold (N/A) |
|
Details | ||
| 7/25/2019 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2019 | Microsoft | MSFT | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2019 | Slack Technologies Inc. | WORK | New Coverage | Buy (N/A) |
33.73 (45.20) |
34.01% | Details | |
| 6/20/2019 | Everbridge | EVBG | Maintain | Buy (N/A) |
|
Details | ||
| 6/20/2019 | Shopify | SHOP | Maintain | Buy (N/A) |
|
Details | ||
| 6/19/2019 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 6/19/2019 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2019 | Box, Inc. | BOX | Downgrade | Hold (Buy) |
18.49 (32.44) |
75.45% | Details | |
| 5/31/2019 | Zuora Inc. | ZUO | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2019 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2019 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2019 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2019 | Anaplan Inc. | PLAN | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2019 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 4/3/2019 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2019 | Bandwidth Inc. | BAND | Maintain | Buy (Buy) |
|
Details | ||
| 3/25/2019 | Autodesk | ADSK | Maintain | Buy (N/A) |
|
Details | ||
| 3/22/2019 | Zuora Inc. | ZUO | Maintain | Buy (N/A) |
|
Details | ||
| 3/20/2019 | Smartsheet Inc. | SMAR | Maintain | Buy (N/A) |
|
Details | ||
| 3/19/2019 | Zuora Inc. | ZUO | Upgrade | Buy (Hold) |
23.41 (11.35) |
-51.52% | Details | |
| 3/15/2019 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 3/14/2019 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2019 | Upland Software | UPLD | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2019 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2019 | salesforce.com | CRM | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2019 | Anaplan Inc. | PLAN | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2019 | Everbridge | EVBG | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2019 | ServiceNow | NOW | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2018 | Zuora Inc. | ZUO | Maintain | Hold (N/A) |
|
Details | ||
| 11/6/2018 | Anaplan Inc. | PLAN | New Coverage | Buy (N/A) |
24.74 (63.73) |
157.6% | Details | |
| 10/31/2018 | Bandwidth Inc. | BAND | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2018 | Elastic NV. | ESTC | New Coverage | Hold (N/A) |
60.52 (85.01) |
40.47% | Details | |
| 9/20/2018 | Autodesk | ADSK | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2018 | Adobe | ADBE | Maintain | Buy (N/A) |
|
Details | ||
| 9/7/2018 | Okta, Inc | OKTA | Maintain | Buy (N/A) |
|
Details | ||
| 9/6/2018 | MongoDB | MDB | Maintain | Buy (N/A) |
|
Details | ||
| 9/6/2018 | HubSpot Inc | HUBS | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2018 | Workday | WDAY | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2018 | Smartsheet Inc. | SMAR | Maintain | Buy (N/A) |
|
Details |
