Ratings by Piper Sandler (Rob Owens)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/8/2023 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2023 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2023 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2023 | Splunk | SPLK | Maintain | (N/A) |
|
Details | ||
| 2/22/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2023 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2023 | Sumo Logic Inc. | SUMO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2023 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2023 | Rapid7 | RPD | Downgrade | Neutral (Overweight) |
51.29 (40.87) |
-20.32% | Details | |
| 2/8/2023 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2023 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2023 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2023 | Varonis Systems | VRNS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2023 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2023 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2023 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2023 | Qualys | QLYS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2023 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2023 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2023 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2023 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2023 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2023 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2023 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2023 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2023 | Checkpoint Software | CHKP | Maintain | Underweight (N/A) |
|
Details | ||
| 12/9/2022 | Docusign Inc. | DOCU | Upgrade | Neutral (Underweight) |
42.08 (57.98) |
37.79% | Details | |
| 12/7/2022 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2022 | Qualys | QLYS | New Coverage | Neutral (N/A) |
123.32 (125.27) |
1.58% | Details | |
| 12/1/2022 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2022 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2022 | Okta, Inc | OKTA | Maintain | (N/A) |
|
Details | ||
| 11/3/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2022 | Varonis Systems | VRNS | Downgrade | Neutral (Overweight) |
27.00 (24.89) |
-7.81% | Details | |
| 11/1/2022 | Varonis Systems | VRNS | Downgrade | Neutral (Overweight) |
27.00 (24.89) |
-7.81% | Details | |
| 10/26/2022 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2022 | KnowBe4 Inc. | KNBE | Downgrade | Neutral (Overweight) |
21.59 (24.89) |
15.28% | Details | |
| 8/26/2022 | Sumo Logic Inc. | SUMO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/26/2022 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/23/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2022 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2022 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2022 | Docusign Inc. | DOCU | Downgrade | Underweight (Neutral) |
64.07 (57.98) |
-9.51% | Details | |
| 7/13/2022 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2022 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Sumo Logic Inc. | SUMO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2022 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Ping Identity Holding Corp. | PING | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | KnowBe4 Inc. | KNBE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/13/2022 | ForgeRock Inc | FORG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Checkpoint Software | CHKP | Maintain | Underweight (N/A) |
|
Details | ||
| 6/10/2022 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/3/2022 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2022 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2022 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2022 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2022 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2022 | ForgeRock Inc | FORG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2022 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2022 | KnowBe4 Inc. | KNBE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2022 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2022 | SailPoint Technologies Holdings | SAIL | Downgrade | Neutral (Overweight) |
49.59 (65.24) |
31.56% | Details | |
| 3/21/2022 | Checkpoint Software | CHKP | Downgrade | Underweight (Neutral) |
138.52 (127.68) |
-7.83% | Details | |
| 3/16/2022 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 3/11/2022 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/9/2022 | Sumo Logic Inc. | SUMO | Maintain | Neutral (N/A) |
|
Details | ||
| 3/8/2022 | Mandiant Inc. | MNDT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2022 | ServiceNow | NOW | Upgrade | Overweight (Neutral) |
495.08 (438.44) |
-11.44% | Details | |
| 1/6/2022 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | Sumo Logic Inc. | SUMO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2022 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2022 | Rapid7 | RPD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | Ping Identity Holding Corp. | PING | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2022 | KnowBe4 Inc. | KNBE | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2022 | ForgeRock Inc | FORG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | Docusign Inc. | DOCU | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2022 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2021 | Docusign Inc. | DOCU | Downgrade | Neutral (Overweight) |
230.79 (57.98) |
-74.88% | Details | |
| 12/2/2021 | Okta, Inc | OKTA | Upgrade | Overweight (Neutral) |
215.23 (84.19) |
-60.88% | Details | |
| 11/19/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2021 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2021 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2021 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2021 | ServiceNow | NOW | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2021 | ForgeRock Inc | FORG | New Coverage | Overweight (N/A) |
33.80 (20.44) |
-39.53% | Details | |
| 9/30/2021 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/14/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2021 | Sumo Logic Inc. | SUMO | Downgrade | Neutral (Overweight) |
20.13 (11.98) |
-40.49% | Details | |
| 9/9/2021 | SentinelOne Inc | S | Maintain | Neutral (N/A) |
|
Details | ||
| 8/26/2021 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/24/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2021 | McAfee Corp. | MCFE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2021 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2021 | SentinelOne Inc | S | New Coverage | Neutral (N/A) |
46.56 (14.89) |
-68.02% | Details | |
| 7/9/2021 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2021 | ServiceNow | NOW | Maintain | Neutral (N/A) |
|
Details | ||
| 7/9/2021 | KnowBe4 Inc. | KNBE | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2021 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/9/2021 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2021 | Docusign Inc. | DOCU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2021 | McAfee Corp. | MCFE | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2021 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2021 | KnowBe4 Inc. | KNBE | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2021 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 3/10/2021 | Fortinet | FTNT | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2021 | Okta, Inc | OKTA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/24/2021 | McAfee Corp. | MCFE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2021 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | Tufin Software Technologies Inc. | TUFN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2021 | Sumo Logic Inc. | SUMO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | Tenable | TENB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | SailPoint Technologies Holdings | SAIL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | ServiceNow | NOW | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2021 | JFrog | FROG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2021 | Elastic NV. | ESTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/5/2021 | Checkpoint Software | CHKP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2021 | Docusign Inc. | DOCU | Upgrade | Overweight (Neutral) |
222.41 (57.98) |
-73.93% | Details | |
| 1/5/2021 | Fortinet | FTNT | Downgrade | Neutral (Overweight) |
145.56 (64.81) |
-55.48% | Details | |
| 1/5/2021 | Okta, Inc | OKTA | Downgrade | Neutral (Overweight) |
250.67 (84.19) |
-66.41% | Details | |
| 12/14/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2020 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2020 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2020 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2020 | Okta, Inc | OKTA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/25/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2020 | Proofpoint | PFPT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2020 | CyberArk Software | CYBR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2020 | Varonis Systems | VRNS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2020 | ServiceNow | NOW | Maintain | Neutral (N/A) |
|
Details | ||
| 6/25/2020 | Varonis Systems | VRNS | New Coverage | Overweight (N/A) |
89.67 (24.89) |
-72.24% | Details | |
| 6/16/2020 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/8/2020 | Okta, Inc | OKTA | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/5/2020 | Docusign Inc. | DOCU | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/22/2020 | Splunk | SPLK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2020 | Palo Alto Networks | PANW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2020 | ServiceNow | NOW | Downgrade | Neutral (Overweight) |
296.00 (438.44) |
48.12% | Details | |
| 4/6/2020 | Proofpoint | PFPT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/23/2020 | Palo Alto Networks | PANW | Upgrade | Overweight (Neutral) |
139.11 (192.19) |
38.16% | Details | |
| 3/23/2020 | CyberArk Software | CYBR | Upgrade | Overweight (Neutral) |
75.54 (141.49) |
87.3% | Details | |
| 2/25/2020 | Palo Alto Networks | PANW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2020 | CyberArk Software | CYBR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2020 | Fortinet | FTNT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2020 | ServiceNow | NOW | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2020 | Tufin Software Technologies Inc. | TUFN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/7/2020 | Tufin Software Technologies Inc. | TUFN | New Coverage | Neutral (N/A) |
17.62 (12.94) |
-26.56% | Details | |
| 11/19/2019 | Fortinet | FTNT | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/8/2019 | Splunk | SPLK | New Coverage | Overweight (N/A) |
123.40 (91.47) |
-25.88% | Details | |
| 11/8/2019 | ServiceNow | NOW | New Coverage | Overweight (N/A) |
241.35 (438.44) |
81.66% | Details | |
| 11/8/2019 | SailPoint Technologies Holdings | SAIL | New Coverage | Overweight (N/A) |
20.14 (65.24) |
223.93% | Details | |
| 11/8/2019 | Proofpoint | PFPT | New Coverage | Overweight (N/A) |
114.33 (175.90) |
53.85% | Details | |
| 11/8/2019 | Palo Alto Networks | PANW | New Coverage | Neutral (N/A) |
232.69 (192.19) |
-17.41% | Details | |
| 11/8/2019 | Okta, Inc | OKTA | New Coverage | Overweight (N/A) |
108.23 (84.19) |
-22.21% | Details | |
| 11/8/2019 | Fortinet | FTNT | New Coverage | Overweight (N/A) |
93.11 (64.81) |
-30.39% | Details | |
| 11/8/2019 | Docusign Inc. | DOCU | New Coverage | Neutral (N/A) |
66.08 (57.98) |
-12.26% | Details | |
| 11/8/2019 | CyberArk Software | CYBR | New Coverage | Neutral (N/A) |
115.37 (141.49) |
22.64% | Details | |
| 11/8/2019 | Checkpoint Software | CHKP | New Coverage | Neutral (N/A) |
113.74 (127.68) |
12.26% | Details |
