Ratings by JPMorgan (Mark Murphy)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | 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 (18.89) |
-22.68% | 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 (23.31) |
-28.08% | 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 (122.07) |
53.45% | 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 (114.53) |
-9.61% | 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 (55.84) |
-13.31% | 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 (84.69) |
81% | 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 (721.95) |
89.1% | Details | |
| 10/5/2022 | Akamai Technologies | AKAM | New Coverage | Underweight (N/A) |
87.16 (100.88) |
15.74% | Details | |
| 9/23/2022 | Datadog | DDOG | New Coverage | Neutral (N/A) |
94.51 (122.07) |
29.16% | Details | |
| 9/13/2022 | Oracle | ORCL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/9/2022 | Docusign Inc. | DOCU | New Coverage | Neutral (N/A) |
57.95 (55.84) |
-3.64% | 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 (147.21) |
20.13% | 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 (13.90) |
-68.76% | Details | |
| 3/9/2022 | DoubleVerify | DV | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2022 | Box, Inc. | BOX | Upgrade | Neutral (Underweight) |
26.00 (27.12) |
4.31% | Details | |
| 3/2/2022 | c3.ai | AI | Upgrade | Neutral (Underweight) |
22.42 (21.57) |
-3.79% | 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 (29.63) |
10.07% | 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 (24.55) |
-72.88% | 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 (39.68) |
-40.73% | Details | |
| 12/10/2021 | Sprinklr Inc | CXM | Upgrade | Overweight (Neutral) |
13.51 (11.46) |
-15.17% | Details | |
| 12/9/2021 | UiPath Inc. | PATH | Maintain | Neutral (N/A) |
|
Details | ||
| 12/8/2021 | Elastic NV. | ESTC | Upgrade | Overweight (Neutral) |
110.55 (98.36) |
-11.03% | 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 (31.49) |
-6% | 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 (18.16) |
-56.43% | 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 (17.26) |
-50.22% | 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 (27.35) |
-32.44% | 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 (181.89) |
-20.9% | Details | |
| 6/30/2021 | TechTarget Inc. | TTGT | New Coverage | Neutral (N/A) |
100.98 (26.97) |
-73.29% | 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 (59.80) |
121.15% | Details | |
| 4/19/2021 | DigitalOcean | DOCN | New Coverage | Overweight (N/A) |
44.96 (32.45) |
-27.82% | Details | |
| 4/19/2021 | SEMrush Holdings, Inc | SEMR | New Coverage | Overweight (N/A) |
16.39 (11.90) |
-27.39% | Details | |
| 3/17/2021 | Coupa Software | COUP | Maintain | Underweight (N/A) |
|
Details | ||
| 3/17/2021 | Smartsheet Inc. | SMAR | Upgrade | Overweight (Neutral) |
68.62 (37.87) |
-44.81% | Details | |
| 3/15/2021 | BigCommerce Holdings | BIGC | New Coverage | Neutral (N/A) |
60.80 (5.76) |
-90.53% | 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 (58.61) |
-85.35% | Details | |
| 1/4/2021 | C3.ai | AI | New Coverage | Underweight (N/A) |
138.75 (21.57) |
-84.45% | 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 (186.71) |
-48.72% | Details | |
| 9/17/2020 | ZoomInfo Technologies | ZI | Upgrade | Overweight (Neutral) |
31.11 (15.66) |
-49.66% | Details | |
| 8/14/2020 | Pegasystems | PEGA | New Coverage | Overweight (N/A) |
115.00 (58.16) |
-49.43% | 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 (37.87) |
-26.57% | Details | |
| 4/23/2020 | Twilio | TWLO | Downgrade | Neutral (Overweight) |
105.00 (58.61) |
-44.18% | Details | |
| 4/23/2020 | Paycom Software | PAYC | Downgrade | Underweight (Neutral) |
208.20 (186.71) |
-10.32% | 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 (114.53) |
142.29% | 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 (27.12) |
58.04% | 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 (331.36) |
0.49% | 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 (59.80) |
-1.24% | Details |
