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Matthew Hedberg is an analyst at RBC Capital. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 07/07/2024
| Buy Now | Get Alert | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 07/01/2024 | IOT | Buy Now | Samsara | $36.30 | 29.48% | $47 → $47 | Reiterates | Outperform → Outperform | Get Alert |
| 06/28/2024 | GTLB | Buy Now | GitLab | $53.00 | 22.64% | $65 → $65 | Reiterates | Outperform → Outperform | Get Alert |
| 06/26/2024 | IOT | Buy Now | Samsara | $36.30 | 29.48% | $47 → $47 | Reiterates | Outperform → Outperform | Get Alert |
| 06/18/2024 | ADSK | Buy Now | Autodesk | $247.96 | 4.86% | $260 → $260 | Reiterates | Outperform → Outperform | Get Alert |
| 06/17/2024 | OKTA | Buy Now | Okta | $98.05 | 27.49% | $125 → $125 | Reiterates | Outperform → Outperform | Get Alert |
| 06/14/2024 | ADBE | Buy Now | Adobe | $574.25 | 4.48% | $600 → $600 | Reiterates | Outperform → Outperform | Get Alert |
| 06/12/2024 | ADSK | Buy Now | Autodesk | $247.96 | 4.86% | $260 → $260 | Reiterates | Outperform → Outperform | Get Alert |
| 06/07/2024 | IOT | Buy Now | Samsara | $36.30 | 29.48% | $47 → $47 | Reiterates | Outperform → Outperform | Get Alert |
| 06/06/2024 | BASE | Buy Now | Couchbase | $18.18 | 70.52% | $35 → $31 | Maintains | Outperform | Get Alert |
| 06/05/2024 | CRWD | Buy Now | CrowdStrike Holdings | $390.90 | 7.44% | $420 → $420 | Reiterates | Outperform → Outperform | Get Alert |
| 06/05/2024 | MGNI | Buy Now | Magnite | $13.52 | 40.51% | $17 → $19 | Maintains | Outperform | Get Alert |
| 06/05/2024 | SNOW | Buy Now | Snowflake | $141.49 | 29.34% | $226 → $183 | Maintains | Outperform | Get Alert |
| 06/04/2024 | GTLB | Buy Now | GitLab | $53.00 | 22.64% | $74 → $65 | Maintains | Outperform | Get Alert |
| 06/04/2024 | CFLT | Buy Now | Confluent | $29.20 | 36.99% | $40 → $40 | Reiterates | Outperform → Outperform | Get Alert |
| 05/31/2024 | NET | Buy Now | Cloudflare | $84.82 | 6.11% | $108 → $90 | Maintains | Outperform | Get Alert |
| 05/31/2024 | ZS | Buy Now | Zscaler | $201.63 | 14.07% | $215 → $230 | Maintains | Outperform | Get Alert |
| 05/24/2024 | PANW | Buy Now | Palo Alto Networks | $338.01 | 6.51% | → $360 | Reiterates | Outperform → Outperform | Get Alert |
| 05/23/2024 | INFA | Buy Now | Informatica | $31.17 | 31.54% | → $41 | Reiterates | Outperform → Outperform | Get Alert |
| 05/23/2024 | SNOW | Buy Now | Snowflake | $141.49 | 59.73% | $220 → $226 | Maintains | Outperform | Get Alert |
| 05/21/2024 | PANW | Buy Now | Palo Alto Networks | $338.01 | 6.51% | $365 → $360 | Maintains | Outperform | Get Alert |
| 05/20/2024 | SNOW | Buy Now | Snowflake | $141.49 | 55.49% | $246 → $220 | Maintains | Outperform | Get Alert |
| 05/16/2024 | DT | Buy Now | Dynatrace | $45.29 | 32.48% | $66 → $60 | Maintains | Outperform | Get Alert |
| 05/09/2024 | JAMF | Buy Now | Jamf Holding | $16.35 | 40.67% | $21 → $23 | Maintains | Outperform | Get Alert |
| 05/09/2024 | TTD | Buy Now | Trade Desk | $99.08 | 11.02% | $105 → $110 | Maintains | Outperform | Get Alert |
| 05/08/2024 | CFLT | Buy Now | Confluent | $29.20 | 36.99% | $37 → $40 | Maintains | Outperform | Get Alert |
| 05/08/2024 | RPD | Buy Now | Rapid7 | $41.06 | 38.82% | $70 → $57 | Maintains | Outperform | Get Alert |
| 05/07/2024 | TDC | Buy Now | Teradata | $33.93 | 29.68% | $48 → $44 | Maintains | Sector Perform | Get Alert |
| 05/07/2024 | VRNS | Buy Now | Varonis Systems | $46.93 | 23.59% | $56 → $58 | Maintains | Outperform | Get Alert |
| 05/02/2024 | QTWO | Buy Now | Q2 Holdings | $62.14 | -3.44% | $46 → $60 | Maintains | Sector Perform | Get Alert |
| 04/30/2024 | FFIV | Buy Now | F5 | $173.14 | 5.12% | $204 → $182 | Maintains | Sector Perform | Get Alert |
| 04/15/2024 | INFA | Buy Now | Informatica | $31.17 | 31.54% | → $41 | Reiterates | Outperform → Outperform | Get Alert |
| 04/01/2024 | PATH | Buy Now | UiPath | $12.83 | 126.03% | → $29 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 04/01/2024 | ADSK | Buy Now | Autodesk | $247.96 | 29.05% | → $320 | Reiterates | Outperform → Outperform | Get Alert |
| 03/27/2024 | ADBE | Buy Now | Adobe | $574.25 | 9.71% | → $630 | Reiterates | Outperform → Outperform | Get Alert |
| 03/21/2024 | ALTR | Buy Now | Altair Engineering | $97.77 | -7.95% | → $90 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 03/20/2024 | PATH | Buy Now | UiPath | $12.83 | 126.03% | → $29 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 03/15/2024 | VRNS | Buy Now | Varonis Systems | $46.93 | 19.33% | → $56 | Reiterates | Outperform → Outperform | Get Alert |
| 03/15/2024 | EVCM | Buy Now | EverCommerce | $11.11 | -0.99% | $12 → $11 | Maintains | Outperform | Get Alert |
| 03/15/2024 | ADBE | Buy Now | Adobe | $574.25 | 9.71% | $650 → $630 | Maintains | Outperform | Get Alert |
| 03/14/2024 | PATH | Buy Now | UiPath | $12.83 | 126.03% | $27 → $29 | Maintains | Sector Perform | Get Alert |
| 03/14/2024 | JAMF | Buy Now | Jamf Holding | $16.35 | 28.44% | → $21 | Reiterates | Outperform → Outperform | Get Alert |
| 03/08/2024 | IOT | Buy Now | Samsara | $36.30 | 29.48% | $40 → $47 | Maintains | Outperform | Get Alert |
| 03/07/2024 | MGNI | Buy Now | Magnite | $13.52 | 10.93% | → $15 | Reiterates | Outperform → Outperform | Get Alert |
| 03/06/2024 | CRWD | Buy Now | CrowdStrike Holdings | $390.90 | 7.44% | $357 → $420 | Maintains | Outperform | Get Alert |
| 03/06/2024 | BASE | Buy Now | Couchbase | $18.18 | 92.52% | $32 → $35 | Maintains | Outperform | Get Alert |
| 03/05/2024 | GTLB | Buy Now | GitLab | $53.00 | 50.94% | → $80 | Reiterates | Outperform → Outperform | Get Alert |
| 03/01/2024 | XMTR | Buy Now | Xometry | $11.96 | 92.31% | $38 → $23 | Maintains | Sector Perform | Get Alert |
| 03/01/2024 | ADSK | Buy Now | Autodesk | $247.96 | 29.05% | $290 → $320 | Maintains | Outperform | Get Alert |
| 02/29/2024 | SNOW | Buy Now | Snowflake | $141.49 | 73.87% | $255 → $246 | Maintains | Outperform | Get Alert |
| 02/29/2024 | OKTA | Buy Now | Okta | $98.05 | 27.49% | $95 → $125 | Maintains | Outperform | Get Alert |
| 02/29/2024 | NTNX | Buy Now | Nutanix | $59.60 | 20.81% | $68 → $72 | Maintains | Outperform | Get Alert |
| 02/29/2024 | MGNI | Buy Now | Magnite | $13.52 | 10.93% | $13 → $15 | Maintains | Outperform | Get Alert |
| 02/28/2024 | JAMF | Buy Now | Jamf Holding | $16.35 | 28.44% | $22 → $21 | Maintains | Outperform | Get Alert |
| 02/28/2024 | BSY | Buy Now | Bentley Systems | $49.35 | 23.61% | → $61 | Reiterates | Outperform → Outperform | Get Alert |
| 02/23/2024 | NABL | Buy Now | N-able | $14.72 | 15.49% | $16 → $17 | Maintains | Outperform | Get Alert |
| 02/23/2024 | ALTR | Buy Now | Altair Engineering | $97.77 | -7.95% | → $90 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 02/21/2024 | PANW | Buy Now | Palo Alto Networks | $338.01 | 7.98% | $420 → $365 | Maintains | Outperform | Get Alert |
| 02/16/2024 | TTD | Buy Now | Trade Desk | $99.08 | 5.97% | $90 → $105 | Maintains | Outperform | Get Alert |
| 02/16/2024 | DDOG | Buy Now | Datadog | $132.40 | 14.05% | → $151 | Reiterates | Outperform → Outperform | Get Alert |
| 02/14/2024 | DDOG | Buy Now | Datadog | $132.40 | 14.05% | $145 → $151 | Maintains | Outperform | Get Alert |
| 02/14/2024 | CFLT | Buy Now | Confluent | $29.20 | 26.71% | $35 → $37 | Maintains | Outperform | Get Alert |
| 02/13/2024 | TDC | Buy Now | Teradata | $33.93 | 41.47% | $59 → $48 | Maintains | Sector Perform | Get Alert |
| 02/09/2024 | SWI | Buy Now | SolarWinds | $11.89 | 26.16% | $13 → $15 | Maintains | Sector Perform | Get Alert |
| 02/09/2024 | FFIV | Buy Now | F5 | $173.14 | 17.82% | → $204 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 02/09/2024 | DT | Buy Now | Dynatrace | $45.29 | 45.73% | → $66 | Reiterates | Outperform → Outperform | Get Alert |
| 02/09/2024 | NET | Buy Now | Cloudflare | $84.82 | 27.33% | $95 → $108 | Maintains | Outperform | Get Alert |
| 02/08/2024 | RPD | Buy Now | Rapid7 | $41.06 | 70.48% | → $70 | Reiterates | Outperform → Outperform | Get Alert |
| 02/08/2024 | QLYS | Buy Now | Qualys | $141.67 | 27.06% | $212 → $180 | Maintains | Sector Perform | Get Alert |
| 02/08/2024 | CFLT | Buy Now | Confluent | $29.20 | 19.86% | $30 → $35 | Maintains | Outperform | Get Alert |
| 02/07/2024 | CHKP | Buy Now | Check Point Software | $168.95 | -2.34% | $159 → $165 | Maintains | Sector Perform | Get Alert |
| 02/06/2024 | VRNS | Buy Now | Varonis Systems | $46.93 | 19.33% | $52 → $56 | Maintains | Outperform | Get Alert |
| 02/02/2024 | GEN | Buy Now | Gen Digital | $24.53 | 1.92% | → $25 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 02/01/2024 | PTC | Buy Now | PTC | $187.32 | 7.84% | → $202 | Reiterates | Outperform → Outperform | Get Alert |
| 01/30/2024 | FFIV | Buy Now | F5 | $173.14 | 17.82% | $185 → $204 | Maintains | Sector Perform | Get Alert |
| 01/25/2024 | NOW | Buy Now | ServiceNow | $766.21 | 10.94% | $840 → $850 | Maintains | Outperform | Get Alert |
| 01/05/2024 | SNOW | Buy Now | Snowflake | $141.49 | 62.56% | → $230 | Initiates | → Outperform | Get Alert |
| 12/14/2023 | ADBE | Buy Now | Adobe | $574.25 | 7.1% | → $615 | Reiterates | Outperform → Outperform | Get Alert |
| 12/14/2023 | BASE | Buy Now | Couchbase | $18.18 | 43.01% | → $26 | Reiterates | Outperform → Outperform | Get Alert |
| 12/07/2023 | BASE | Buy Now | Couchbase | $18.18 | 43.01% | $25 → $26 | Maintains | Outperform | Get Alert |
| 12/06/2023 | GTLB | Buy Now | GitLab | $53.00 | 32.08% | $62 → $70 | Maintains | Outperform | Get Alert |
| 12/05/2023 | GTLB | Buy Now | GitLab | $53.00 | 32.08% | $62 → $70 | Maintains | Outperform | Get Alert |
| 12/04/2023 | VRNS | Buy Now | Varonis Systems | $46.93 | 10.8% | $40 → $52 | Maintains | Outperform | Get Alert |
| 12/01/2023 | PATH | Buy Now | UiPath | $12.83 | 87.06% | $19 → $24 | Maintains | Sector Perform | Get Alert |
| 12/01/2023 | IOT | Buy Now | Samsara | $36.30 | -3.58% | $34 → $35 | Maintains | Outperform | Get Alert |
| 12/01/2023 | PD | Buy Now | PagerDuty | $21.48 | 44.32% | $32 → $31 | Maintains | Outperform | Get Alert |
| 12/01/2023 | ESTC | Buy Now | Elastic | $115.72 | -7.54% | $87 → $107 | Maintains | Outperform | Get Alert |
| 11/30/2023 | OKTA | Buy Now | Okta | $98.05 | -3.11% | $100 → $95 | Maintains | Outperform | Get Alert |
| 11/30/2023 | NTNX | Buy Now | Nutanix | $59.60 | -9.4% | $47 → $54 | Maintains | Outperform | Get Alert |
| 11/28/2023 | ZS | Buy Now | Zscaler | $201.63 | 9.11% | → $220 | Reiterates | Outperform → Outperform | Get Alert |
| 11/22/2023 | ADSK | Buy Now | Autodesk | $247.96 | 0.82% | $260 → $250 | Maintains | Outperform | Get Alert |
| 11/16/2023 | PANW | Buy Now | Palo Alto Networks | $338.01 | -16.87% | → $281 | Reiterates | Outperform → Outperform | Get Alert |
| 11/10/2023 | XMTR | Buy Now | Xometry | $11.96 | 67.22% | $21 → $20 | Maintains | Sector Perform | Get Alert |
| 11/10/2023 | TTD | Buy Now | Trade Desk | $99.08 | -9.16% | $100 → $90 | Maintains | Outperform | Get Alert |
| 11/09/2023 | NOW | Buy Now | ServiceNow | $766.21 | -11.25% | $665 → $680 | Maintains | Outperform | Get Alert |
| 11/09/2023 | MGNI | Buy Now | Magnite | $13.52 | -3.86% | $15 → $13 | Maintains | Outperform | Get Alert |
| 11/09/2023 | JAMF | Buy Now | Jamf Holding | $16.35 | 34.56% | $24 → $22 | Maintains | Outperform | Get Alert |
| 11/08/2023 | PWSC | Buy Now | PowerSchool Holdings | $22.45 | 20.27% | $29 → $27 | Maintains | Outperform | Get Alert |
| 11/08/2023 | GEN | Buy Now | Gen Digital | $24.53 | -10.31% | $21 → $22 | Maintains | Sector Perform | Get Alert |
| 11/08/2023 | DDOG | Buy Now | Datadog | $132.40 | -9.37% | $103 → $120 | Maintains | Outperform | Get Alert |
| 11/08/2023 | BSY | Buy Now | Bentley Systems | $49.35 | 23.61% | $59 → $61 | Maintains | Outperform | Get Alert |
| 11/07/2023 | OLO | Buy Now | Olo | $4.35 | 106.9% | $11 → $9 | Maintains | Outperform | Get Alert |
| 11/07/2023 | EVCM | Buy Now | EverCommerce | $11.11 | 8.01% | $14 → $12 | Maintains | Outperform | Get Alert |
| 11/06/2023 | CFLT | Buy Now | Confluent | $29.20 | -24.66% | → $22 | Initiates | → Outperform | Get Alert |
| 11/03/2023 | NET | Buy Now | Cloudflare | $84.82 | -23.37% | $70 → $65 | Maintains | Outperform | Get Alert |
| 11/03/2023 | ANSS | Buy Now | Ansys | $327.64 | -11.49% | $310 → $290 | Maintains | Sector Perform | Get Alert |
| 10/25/2023 | FFIV | Buy Now | F5 | $173.14 | -7.59% | $173 → $160 | Maintains | Sector Perform | Get Alert |
| 10/11/2023 | ADBE | Buy Now | Adobe | $574.25 | 7.1% | → $615 | Reiterates | Outperform → Outperform | Get Alert |
| 09/28/2023 | PATH | Buy Now | UiPath | $12.83 | 48.09% | → $19 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 09/27/2023 | NTNX | Buy Now | Nutanix | $59.60 | -21.14% | $43 → $47 | Maintains | Outperform | Get Alert |
| 09/22/2023 | JAMF | Buy Now | Jamf Holding | $16.35 | 46.79% | → $24 | Reiterates | Outperform → Outperform | Get Alert |
| 09/22/2023 | SPLK | Buy Now | Splunk | — | — | $132 → $157 | Downgrade | Outperform → Sector Perform | Get Alert |
| 09/15/2023 | IOT | Buy Now | Samsara | $36.30 | -6.34% | → $34 | Reiterates | Outperform → Outperform | Get Alert |
| 09/15/2023 | PWSC | Buy Now | PowerSchool Holdings | $22.45 | 29.18% | → $29 | Reiterates | Outperform → Outperform | Get Alert |
| 09/15/2023 | DV | Buy Now | DoubleVerify Hldgs | $20.04 | 139.52% | → $48 | Reiterates | Outperform → Outperform | Get Alert |
| 09/15/2023 | ADSK | Buy Now | Autodesk | $247.96 | 4.86% | → $260 | Reiterates | Outperform → Outperform | Get Alert |
| 09/15/2023 | ADBE | Buy Now | Adobe | $574.25 | 7.1% | → $615 | Reiterates | Outperform → Outperform | Get Alert |
| 09/13/2023 | BASE | Buy Now | Couchbase | $18.18 | 37.51% | → $25 | Reiterates | Outperform → Outperform | Get Alert |
| 09/07/2023 | PATH | Buy Now | UiPath | $12.83 | 48.09% | $18 → $19 | Maintains | Sector Perform | Get Alert |
| 09/07/2023 | BASE | Buy Now | Couchbase | $18.18 | 37.51% | → $25 | Reiterates | Outperform → Outperform | Get Alert |
| 09/06/2023 | ZS | Buy Now | Zscaler | $201.63 | -8.25% | $162 → $185 | Maintains | Outperform | Get Alert |
| 09/06/2023 | GTLB | Buy Now | GitLab | $53.00 | 16.98% | $60 → $62 | Maintains | Outperform | Get Alert |
| 09/01/2023 | IOT | Buy Now | Samsara | $36.30 | -6.34% | $32 → $34 | Maintains | Outperform | Get Alert |
| 09/01/2023 | NTNX | Buy Now | Nutanix | $59.60 | -27.85% | $38 → $43 | Maintains | Outperform | Get Alert |
| 09/01/2023 | ESTC | Buy Now | Elastic | $115.72 | -24.82% | $84 → $87 | Maintains | Outperform | Get Alert |
| 08/31/2023 | OKTA | Buy Now | Okta | $98.05 | 14.23% | → $112 | Reiterates | Outperform → Outperform | Get Alert |
| 08/31/2023 | CRWD | Buy Now | CrowdStrike Holdings | $390.90 | -52.67% | $182 → $185 | Maintains | Outperform | Get Alert |
| 08/24/2023 | SPLK | Buy Now | Splunk | — | — | $125 → $132 | Maintains | Outperform | Get Alert |
| 08/24/2023 | ADSK | Buy Now | Autodesk | $247.96 | 4.86% | $250 → $260 | Maintains | Outperform | Get Alert |
| 08/21/2023 | PANW | Buy Now | Palo Alto Networks | $338.01 | -16.87% | $250 → $281 | Maintains | Outperform | Get Alert |
| 08/10/2023 | TTD | Buy Now | Trade Desk | $99.08 | 0.93% | → $100 | Reiterates | Outperform → Outperform | Get Alert |
| 08/10/2023 | MGNI | Buy Now | Magnite | $13.52 | 33.12% | $20 → $18 | Maintains | Outperform | Get Alert |
| 08/10/2023 | INFA | Buy Now | Informatica | $31.17 | -23% | $22 → $24 | Maintains | Outperform | Get Alert |
| 08/09/2023 | JAMF | Buy Now | Jamf Holding | $16.35 | 46.79% | $25 → $24 | Maintains | Outperform | Get Alert |
| 08/09/2023 | DDOG | Buy Now | Datadog | $132.40 | -22.21% | $118 → $103 | Maintains | Outperform | Get Alert |
| 08/08/2023 | EVCM | Buy Now | EverCommerce | $11.11 | 26.01% | → $14 | Reiterates | Outperform → Outperform | Get Alert |
| 08/07/2023 | PANW | Buy Now | Palo Alto Networks | $338.01 | -26.04% | $277 → $250 | Maintains | Outperform | Get Alert |
| 08/07/2023 | DDOG | Buy Now | Datadog | $132.40 | -10.88% | $95 → $118 | Maintains | Outperform | Get Alert |
| 08/07/2023 | BSY | Buy Now | Bentley Systems | $49.35 | 19.55% | $53 → $59 | Maintains | Outperform | Get Alert |
| 08/04/2023 | SWI | Buy Now | SolarWinds | $11.89 | 9.34% | $11 → $13 | Maintains | Sector Perform | Get Alert |
| 08/04/2023 | NET | Buy Now | Cloudflare | $84.82 | -11.58% | $71 → $75 | Maintains | Outperform | Get Alert |
| 08/04/2023 | ALTR | Buy Now | Altair Engineering | $97.77 | -24.31% | $71 → $74 | Maintains | Sector Perform | Get Alert |
| 08/04/2023 | ANSS | Buy Now | Ansys | $327.64 | -5.38% | → $310 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 08/02/2023 | OLO | Buy Now | Olo | $4.35 | 152.87% | $10 → $11 | Maintains | Outperform | Get Alert |
| 08/01/2023 | VRNS | Buy Now | Varonis Systems | $46.93 | -25.42% | $30 → $35 | Maintains | Outperform | Get Alert |
| 08/01/2023 | DV | Buy Now | DoubleVerify Hldgs | $20.04 | 139.52% | → $48 | Reiterates | Outperform → Outperform | Get Alert |
| 07/31/2023 | NET | Buy Now | Cloudflare | $84.82 | -16.29% | $54 → $71 | Maintains | Outperform | Get Alert |
| 07/31/2023 | DT | Buy Now | Dynatrace | $45.29 | 32.48% | $52 → $60 | Maintains | Outperform | Get Alert |
| 07/27/2023 | NOW | Buy Now | ServiceNow | $766.21 | -13.21% | $650 → $665 | Maintains | Outperform | Get Alert |
| 07/27/2023 | PTC | Buy Now | PTC | $187.32 | -6.58% | $165 → $175 | Maintains | Outperform | Get Alert |
| 07/27/2023 | CHKP | Buy Now | Check Point Software | $168.95 | -18.32% | $132 → $138 | Maintains | Sector Perform | Get Alert |
| 07/25/2023 | FFIV | Buy Now | F5 | $173.14 | -0.08% | $146 → $173 | Maintains | Sector Perform | Get Alert |
| 07/24/2023 | PTC | Buy Now | PTC | $187.32 | -11.92% | $158 → $165 | Maintains | Outperform | Get Alert |
| 07/24/2023 | NOW | Buy Now | ServiceNow | $766.21 | -15.17% | $540 → $650 | Maintains | Outperform | Get Alert |
| 07/18/2023 | ESTC | Buy Now | Elastic | $115.72 | -27.41% | → $84 | Reiterates | Outperform → Outperform | Get Alert |
| 07/17/2023 | OLO | Buy Now | Olo | $4.35 | 129.89% | → $10 | Reiterates | Outperform → Outperform | Get Alert |
| 07/05/2023 | PANW | Buy Now | Palo Alto Networks | $338.01 | -18.05% | $232 → $277 | Maintains | Outperform | Get Alert |
| 06/23/2023 | IOT | Buy Now | Samsara | $36.30 | -11.85% | $27 → $32 | Maintains | Outperform | Get Alert |
| 06/23/2023 | GTLB | Buy Now | GitLab | $53.00 | 13.21% | $56 → $60 | Maintains | Outperform | Get Alert |
| 06/23/2023 | DV | Buy Now | DoubleVerify Hldgs | $20.04 | 139.52% | $48 → $48 | Reiterates | Outperform → Outperform | Get Alert |
| 06/16/2023 | TRMR | Buy Now | Tremor Intl | — | — | → $13 | Reiterates | Outperform → Outperform | Get Alert |
| 06/16/2023 | ADBE | Buy Now | Adobe | $574.25 | -3.35% | $460 → $555 | Maintains | Outperform | Get Alert |
| 06/14/2023 | DV | Buy Now | DoubleVerify Hldgs | $20.04 | 139.52% | $34 → $48 | Maintains | Outperform | Get Alert |
| 06/08/2023 | ADBE | Buy Now | Adobe | $574.25 | -19.9% | $415 → $460 | Maintains | Outperform | Get Alert |
| 06/07/2023 | TTD | Buy Now | Trade Desk | $99.08 | -14.21% | → $85 | Reiterates | Outperform → Outperform | Get Alert |
| 06/07/2023 | RPD | Buy Now | Rapid7 | $41.06 | 46.13% | → $60 | Reiterates | Outperform → Outperform | Get Alert |
| 06/07/2023 | BASE | Buy Now | Couchbase | $18.18 | 37.51% | → $25 | Reiterates | Outperform → Outperform | Get Alert |
| 06/06/2023 | GTLB | Buy Now | GitLab | $53.00 | 5.66% | $45 → $56 | Maintains | Outperform | Get Alert |
| 06/05/2023 | GTLB | Buy Now | GitLab | $53.00 | -15.09% | → $45 | Reiterates | → Outperform | Get Alert |
| 06/05/2023 | BASE | Buy Now | Couchbase | $18.18 | 37.51% | $20 → $25 | Maintains | Outperform | Get Alert |
| 06/02/2023 | IOT | Buy Now | Samsara | $36.30 | -25.62% | $24 → $27 | Reiterates | Outperform → Outperform | Get Alert |
| 06/02/2023 | ESTC | Buy Now | Elastic | $115.72 | -27.41% | → $84 | Reiterates | Outperform → Outperform | Get Alert |
| 06/02/2023 | ZS | Buy Now | Zscaler | $201.63 | -19.65% | $155 → $162 | Maintains | Outperform | Get Alert |
| 06/01/2023 | CRWD | Buy Now | CrowdStrike Holdings | $390.90 | -53.44% | $180 → $182 | Maintains | Outperform | Get Alert |
| 06/01/2023 | OKTA | Buy Now | Okta | $98.05 | 14.23% | $110 → $112 | Maintains | Outperform | Get Alert |
| 06/01/2023 | TTD | Buy Now | Trade Desk | $99.08 | -14.21% | $77 → $85 | Maintains | Outperform | Get Alert |
| 06/01/2023 | ZS | Buy Now | Zscaler | $201.63 | -23.13% | → $155 | Reiterates | → Outperform | Get Alert |
| 05/31/2023 | TRMR | Buy Now | Tremor Intl | — | — | → $13 | Reiterates | Outperform → Outperform | Get Alert |
| 05/31/2023 | IOT | Buy Now | Samsara | $36.30 | -33.88% | $21 → $24 | Maintains | Outperform | Get Alert |
| 05/31/2023 | ESTC | Buy Now | Elastic | $115.72 | -27.41% | $71 → $84 | Maintains | Outperform | Get Alert |
| 05/30/2023 | OKTA | Buy Now | Okta | $98.05 | 12.19% | $100 → $110 | Maintains | Outperform | Get Alert |
| 05/30/2023 | CRWD | Buy Now | CrowdStrike Holdings | $390.90 | -53.95% | $170 → $180 | Maintains | Outperform | Get Alert |
| 05/26/2023 | ADSK | Buy Now | Autodesk | $247.96 | 0.82% | → $250 | Reiterates | Outperform → Outperform | Get Alert |
| 05/25/2023 | SPLK | Buy Now | Splunk | — | — | $120 → $125 | Maintains | Outperform | Get Alert |
| 05/25/2023 | NTNX | Buy Now | Nutanix | $59.60 | -36.24% | $33 → $38 | Maintains | Outperform | Get Alert |
| 05/24/2023 | TRMR | Buy Now | Tremor Intl | — | — | → $13 | Maintains | Outperform | Get Alert |
| 05/24/2023 | PANW | Buy Now | Palo Alto Networks | $338.01 | -31.36% | $216 → $232 | Maintains | Outperform | Get Alert |
| 05/19/2023 | ADBE | Buy Now | Adobe | $574.25 | -27.73% | → $415 | Reinstates | Outperform → Outperform | Get Alert |
| 05/18/2023 | DT | Buy Now | Dynatrace | $45.29 | 14.82% | → $52 | Reiterates | Outperform → Outperform | Get Alert |
| 05/17/2023 | NOW | Buy Now | ServiceNow | $766.21 | -29.52% | $525 → $540 | Maintains | Outperform | Get Alert |
| 05/17/2023 | PTC | Buy Now | PTC | $187.32 | -15.65% | → $158 | Reiterates | Outperform → Outperform | Get Alert |
| 05/12/2023 | GEN | Buy Now | Gen Digital | $24.53 | -14.39% | $26 → $21 | Maintains | Sector Perform | Get Alert |
| 05/11/2023 | NABL | Buy Now | N-able | $14.72 | 8.7% | $15 → $16 | Maintains | Outperform | Get Alert |
| 05/11/2023 | DV | Buy Now | DoubleVerify Hldgs | $20.04 | 69.66% | → $34 | Reiterates | Outperform → Outperform | Get Alert |
| 05/11/2023 | TTD | Buy Now | Trade Desk | $99.08 | -22.29% | $75 → $77 | Maintains | Outperform | Get Alert |
| 05/10/2023 | RPD | Buy Now | Rapid7 | $41.06 | 46.13% | → $60 | Reiterates | → Outperform | Get Alert |
| 05/10/2023 | EVCM | Buy Now | EverCommerce | $11.11 | 26.01% | $12 → $14 | Maintains | Outperform | Get Alert |
| 05/10/2023 | BSY | Buy Now | Bentley Systems | $49.35 | 7.4% | $47 → $53 | Maintains | Outperform | Get Alert |
| 05/05/2023 | TDC | Buy Now | Teradata | $33.93 | 29.68% | $43 → $44 | Maintains | Sector Perform | Get Alert |
| 05/05/2023 | QLYS | Buy Now | Qualys | $141.67 | -15.3% | $122 → $120 | Maintains | Sector Perform | Get Alert |
| 05/05/2023 | NTCT | Buy Now | NetScout Systems | $18.64 | 82.4% | $36 → $34 | Maintains | Sector Perform | Get Alert |
| 05/05/2023 | DDOG | Buy Now | Datadog | $132.40 | -28.25% | $85 → $95 | Maintains | Outperform | Get Alert |
| 05/05/2023 | ALTR | Buy Now | Altair Engineering | $97.77 | -27.38% | $65 → $71 | Maintains | Sector Perform | Get Alert |
| 05/05/2023 | ANSS | Buy Now | Ansys | $327.64 | -5.38% | $292 → $310 | Maintains | Sector Perform | Get Alert |
| 05/04/2023 | INFA | Buy Now | Informatica | $31.17 | -35.84% | → $20 | Reiterates | → Outperform | Get Alert |
| 05/04/2023 | GTLB | Buy Now | GitLab | $53.00 | -15.09% | → $45 | Reiterates | → Outperform | Get Alert |
| 05/04/2023 | DV | Buy Now | DoubleVerify Hldgs | $20.04 | 69.66% | → $34 | Reiterates | → Outperform | Get Alert |
| 05/02/2023 | VRNS | Buy Now | Varonis Systems | $46.93 | -36.08% | $28 → $30 | Maintains | Outperform | Get Alert |
| 05/02/2023 | CHKP | Buy Now | Check Point Software | $168.95 | -21.87% | $135 → $132 | Maintains | Sector Perform | Get Alert |
| 04/27/2023 | NOW | Buy Now | ServiceNow | $766.21 | -31.48% | $520 → $525 | Maintains | Outperform | Get Alert |
| 04/27/2023 | PTC | Buy Now | PTC | $187.32 | -15.65% | $155 → $158 | Maintains | Outperform | Get Alert |
| 04/20/2023 | FFIV | Buy Now | F5 | $173.14 | -15.68% | $155 → $146 | Maintains | Sector Perform | Get Alert |
| 04/17/2023 | PD | Buy Now | PagerDuty | $21.48 | 72.25% | $34 → $37 | Maintains | Outperform | Get Alert |
| 04/13/2023 | ESTC | Buy Now | Elastic | $115.72 | -38.65% | → $71 | Reiterates | → Outperform | Get Alert |
| 04/05/2023 | CRWD | Buy Now | CrowdStrike Holdings | $390.90 | -56.51% | $160 → $170 | Maintains | Outperform | Get Alert |
| 03/29/2023 | PATH | Buy Now | UiPath | $12.83 | 40.3% | $17 → $18 | Maintains | Sector Perform | Get Alert |
| 03/24/2023 | BSY | Buy Now | Bentley Systems | $49.35 | -4.76% | → $47 | Reiterates | → Outperform | Get Alert |
| 03/22/2023 | ADBE | Buy Now | Adobe | $574.25 | -27.73% | $395 → $415 | Maintains | Outperform | Get Alert |
| 03/16/2023 | PATH | Buy Now | UiPath | $12.83 | 32.5% | $15 → $17 | Maintains | Sector Perform | Get Alert |
| 03/16/2023 | PD | Buy Now | PagerDuty | $21.48 | 58.29% | $32 → $34 | Maintains | Outperform | Get Alert |
| 03/16/2023 | EVCM | Buy Now | EverCommerce | $11.11 | 8.01% | $11 → $12 | Maintains | Outperform | Get Alert |
| 03/16/2023 | ADBE | Buy Now | Adobe | $574.25 | -31.21% | → $395 | Reiterates | → Outperform | Get Alert |
| 03/15/2023 | VRNS | Buy Now | Varonis Systems | $46.93 | -33.94% | → $31 | Reiterates | → Outperform | Get Alert |
| 03/14/2023 | GTLB | Buy Now | GitLab | $53.00 | -15.09% | $60 → $45 | Maintains | Outperform | Get Alert |
| 03/13/2023 | PD | Buy Now | PagerDuty | $21.48 | 48.98% | → $32 | Reiterates | → Outperform | Get Alert |
| 03/13/2023 | ADBE | Buy Now | Adobe | $574.25 | -31.21% | → $395 | Reiterates | → Outperform | Get Alert |
| 03/13/2023 | PATH | Buy Now | UiPath | $12.83 | 16.91% | → $15 | Reiterates | → Sector Perform | Get Alert |
| 03/08/2023 | TRMR | Buy Now | Tremor Intl | — | — | $15 → $13 | Maintains | Outperform | Get Alert |
| 03/08/2023 | CRWD | Buy Now | CrowdStrike Holdings | $390.90 | -59.07% | $150 → $160 | Maintains | Outperform | Get Alert |
| 03/08/2023 | BASE | Buy Now | Couchbase | $18.18 | 10.01% | $18 → $20 | Maintains | Outperform | Get Alert |
| 03/07/2023 | NTNX | Buy Now | Nutanix | $59.60 | -44.63% | → $33 | Reiterates | → Outperform | Get Alert |
| 03/06/2023 | SWI | Buy Now | SolarWinds | $11.89 | -7.49% | → $11 | Reiterates | → Sector Perform | Get Alert |
| 03/06/2023 | GTLB | Buy Now | GitLab | $53.00 | 13.21% | $50 → $60 | Maintains | Outperform | Get Alert |
| 03/02/2023 | OKTA | Buy Now | Okta | $98.05 | 1.99% | $95 → $100 | Maintains | Outperform | Get Alert |
| 03/02/2023 | XMTR | Buy Now | Xometry | $11.96 | 75.59% | $45 → $21 | Downgrade | Outperform → Sector Perform | Get Alert |
| 03/01/2023 | JAMF | Buy Now | Jamf Holding | $16.35 | 52.91% | $27 → $25 | Maintains | Outperform | Get Alert |
| 03/01/2023 | BSY | Buy Now | Bentley Systems | $49.35 | -4.76% | $44 → $47 | Maintains | Outperform | Get Alert |
| 02/27/2023 | IOT | Buy Now | Samsara | $36.30 | -47.66% | $15 → $19 | Maintains | Outperform | Get Alert |
| 02/24/2023 | ANSS | Buy Now | Ansys | $327.64 | -10.88% | $248 → $292 | Maintains | Sector Perform | Get Alert |
| 02/23/2023 | PWSC | Buy Now | PowerSchool Holdings | $22.45 | 29.18% | → $29 | Reiterates | → Outperform | Get Alert |
| 02/23/2023 | OLO | Buy Now | Olo | $4.35 | 129.89% | $9 → $10 | Maintains | Outperform | Get Alert |
| 02/23/2023 | MGNI | Buy Now | Magnite | $13.52 | 18.33% | → $16 | Reiterates | → Outperform | Get Alert |
| 02/22/2023 | PANW | Buy Now | Palo Alto Networks | $338.01 | -36.1% | $200 → $216 | Maintains | Outperform | Get Alert |
| 02/21/2023 | SPLK | Buy Now | Splunk | — | — | $110 → $120 | Maintains | Outperform | Get Alert |
| 02/21/2023 | PWSC | Buy Now | PowerSchool Holdings | $22.45 | 29.18% | $27 → $29 | Maintains | Outperform | Get Alert |
| 02/21/2023 | JAMF | Buy Now | Jamf Holding | $16.35 | 65.14% | $30 → $27 | Maintains | Outperform | Get Alert |
| 02/17/2023 | ADSK | Buy Now | Autodesk | $247.96 | 0.82% | $225 → $250 | Maintains | Outperform | Get Alert |
| 02/14/2023 | TDC | Buy Now | Teradata | $33.93 | 26.73% | $37 → $43 | Maintains | Sector Perform | Get Alert |
| 02/13/2023 | DDOG | Buy Now | Datadog | $132.40 | -24.47% | $105 → $100 | Maintains | Outperform | Get Alert |
| 02/10/2023 | SWI | Buy Now | SolarWinds | $11.89 | -7.49% | $10 → $11 | Maintains | Sector Perform | Get Alert |
| 02/10/2023 | NET | Buy Now | Cloudflare | $84.82 | -17.47% | $60 → $70 | Maintains | Outperform | Get Alert |
| 02/10/2023 | GTLB | Buy Now | GitLab | $53.00 | -5.66% | $60 → $50 | Maintains | Outperform | Get Alert |
| 02/10/2023 | SUMO | Buy Now | Sumo Logic | — | — | → $12 | Downgrade | Outperform → Sector Perform | Get Alert |
| 02/09/2023 | RPD | Buy Now | Rapid7 | $41.06 | 46.13% | → $60 | Reiterates | → Outperform | Get Alert |
| 02/09/2023 | INFA | Buy Now | Informatica | $31.17 | -26.21% | → $23 | Reiterates | → Outperform | Get Alert |
| 02/03/2023 | OKTA | Buy Now | Okta | $98.05 | -3.11% | $80 → $95 | Maintains | Outperform | Get Alert |
| 02/02/2023 | RPD | Buy Now | Rapid7 | $41.06 | 46.13% | $47 → $60 | Maintains | Outperform | Get Alert |
| 02/02/2023 | DT | Buy Now | Dynatrace | $45.29 | 14.82% | $45 → $52 | Maintains | Outperform | Get Alert |
| 01/30/2023 | PTC | Buy Now | PTC | $187.32 | -17.25% | $140 → $155 | Maintains | Outperform | Get Alert |
| 12/07/2022 | BASE | Buy Now | Couchbase | $18.18 | -0.99% | $20 → $18 | Maintains | Outperform | Get Alert |
| 12/06/2022 | GTLB | Buy Now | GitLab | $53.00 | 13.21% | $55 → $60 | Maintains | Outperform | Get Alert |
| 12/02/2022 | IOT | Buy Now | Samsara | $36.30 | -58.68% | $14 → $15 | Maintains | Outperform | Get Alert |
| 12/02/2022 | ZS | Buy Now | Zscaler | $201.63 | -23.13% | $185 → $155 | Maintains | Outperform | Get Alert |
| 12/01/2022 | SPLK | Buy Now | Splunk | — | — | $105 → $110 | Maintains | Outperform | Get Alert |
| 12/01/2022 | OKTA | Buy Now | Okta | $98.05 | -18.41% | $70 → $80 | Maintains | Outperform | Get Alert |
| 12/01/2022 | NTNX | Buy Now | Nutanix | $59.60 | -44.63% | $31 → $33 | Maintains | Outperform | Get Alert |
| 12/01/2022 | ESTC | Buy Now | Elastic | $115.72 | -38.65% | $85 → $71 | Maintains | Outperform | Get Alert |
| 11/30/2022 | CRWD | Buy Now | CrowdStrike Holdings | $390.90 | -57.79% | $200 → $165 | Maintains | Outperform | Get Alert |
| 11/28/2022 | ZS | Buy Now | Zscaler | $201.63 | -8.25% | $210 → $185 | Maintains | Outperform | Get Alert |
| 11/28/2022 | PATH | Buy Now | UiPath | $12.83 | 16.91% | $16 → $15 | Maintains | Sector Perform | Get Alert |
| 11/28/2022 | SPLK | Buy Now | Splunk | — | — | $125 → $105 | Maintains | Outperform | Get Alert |
| 11/28/2022 | IOT | Buy Now | Samsara | $36.30 | -61.43% | $19 → $14 | Maintains | Outperform | Get Alert |
| 11/28/2022 | PD | Buy Now | PagerDuty | $21.48 | 48.98% | $38 → $32 | Maintains | Outperform | Get Alert |
| 11/28/2022 | NTNX | Buy Now | Nutanix | $59.60 | -47.99% | $24 → $31 | Maintains | Outperform | Get Alert |
| 11/28/2022 | GTLB | Buy Now | GitLab | $53.00 | 3.77% | $75 → $55 | Maintains | Outperform | Get Alert |
| 11/28/2022 | ESTC | Buy Now | Elastic | $115.72 | -26.55% | $100 → $85 | Maintains | Outperform | Get Alert |
| 11/28/2022 | CRWD | Buy Now | CrowdStrike Holdings | $390.90 | -48.84% | $236 → $200 | Maintains | Outperform | Get Alert |
| 11/23/2022 | ADSK | Buy Now | Autodesk | $247.96 | -9.26% | $260 → $225 | Maintains | Outperform | Get Alert |
| 11/21/2022 | ADSK | Buy Now | Autodesk | $247.96 | 4.86% | $257 → $260 | Maintains | Outperform | Get Alert |
| 11/15/2022 | TRMR | Buy Now | Tremor Intl | — | — | $17 → $15 | Maintains | Outperform | Get Alert |
| 11/11/2022 | XMTR | Buy Now | Xometry | $11.96 | 351.51% | $60 → $54 | Maintains | Outperform | Get Alert |
| 11/11/2022 | NABL | Buy Now | N-able | $14.72 | -4.89% | $12 → $14 | Maintains | Outperform | Get Alert |
| 11/11/2022 | EVCM | Buy Now | EverCommerce | $11.11 | 8.01% | $13 → $12 | Maintains | Outperform | Get Alert |
| 11/10/2022 | TTD | Buy Now | Trade Desk | $99.08 | -24.3% | $80 → $75 | Maintains | Outperform | Get Alert |
| 11/10/2022 | OKTA | Buy Now | Okta | $98.05 | -28.61% | $85 → $70 | Maintains | Outperform | Get Alert |
| 11/10/2022 | JAMF | Buy Now | Jamf Holding | $16.35 | 83.49% | $35 → $30 | Maintains | Outperform | Get Alert |
| 11/09/2022 | PUBM | Buy Now | PubMatic | $20.06 | 34.6% | $31 → $27 | Maintains | Outperform | Get Alert |
| 11/08/2022 | TDC | Buy Now | Teradata | $33.93 | 9.05% | $38 → $37 | Maintains | Sector Perform | Get Alert |
| 11/08/2022 | PWSC | Buy Now | PowerSchool Holdings | $22.45 | -2% | $20 → $22 | Maintains | Outperform | Get Alert |
| 11/04/2022 | NET | Buy Now | Cloudflare | $84.82 | -29.26% | $74 → $60 | Maintains | Outperform | Get Alert |
| 11/04/2022 | ANSS | Buy Now | Ansys | $327.64 | -24.31% | $260 → $248 | Maintains | Sector Perform | Get Alert |
| 11/03/2022 | RPD | Buy Now | Rapid7 | $41.06 | 14.47% | $57 → $47 | Maintains | Outperform | Get Alert |
| 11/03/2022 | QLYS | Buy Now | Qualys | $141.67 | -1.18% | $148 → $140 | Maintains | Sector Perform | Get Alert |
| 11/03/2022 | PTC | Buy Now | PTC | $187.32 | -25.26% | $135 → $140 | Maintains | Outperform | Get Alert |
| 11/03/2022 | DT | Buy Now | Dynatrace | $45.29 | -11.68% | $41 → $40 | Maintains | Outperform | Get Alert |
| 11/01/2022 | VRNS | Buy Now | Varonis Systems | $46.93 | -38.21% | $35 → $29 | Maintains | Outperform | Get Alert |
| 10/28/2022 | CHKP | Buy Now | Check Point Software | $168.95 | -20.1% | $130 → $135 | Maintains | Sector Perform | Get Alert |
| 10/28/2022 | BSY | Buy Now | Bentley Systems | $49.35 | -10.84% | $46 → $44 | Maintains | Outperform | Get Alert |
| 10/26/2022 | FFIV | Buy Now | F5 | $173.14 | -7.59% | $175 → $160 | Maintains | Sector Perform | Get Alert |
| 10/24/2022 | RPD | Buy Now | Rapid7 | $41.06 | 38.82% | $85 → $57 | Maintains | Outperform | Get Alert |
| 10/19/2022 | ADBE | Buy Now | Adobe | $574.25 | -31.21% | $425 → $395 | Maintains | Outperform | Get Alert |
| 10/17/2022 | NOW | Buy Now | ServiceNow | $766.21 | -34.74% | $550 → $500 | Maintains | Outperform | Get Alert |
| 10/17/2022 | INFA | Buy Now | Informatica | $31.17 | -23% | $28 → $24 | Maintains | Outperform | Get Alert |
| 10/17/2022 | DT | Buy Now | Dynatrace | $45.29 | -9.47% | $46 → $41 | Maintains | Outperform | Get Alert |
| 10/17/2022 | DDOG | Buy Now | Datadog | $132.40 | -20.69% | $125 → $105 | Maintains | Outperform | Get Alert |
| 10/17/2022 | CHKP | Buy Now | Check Point Software | $168.95 | -23.05% | $145 → $130 | Maintains | Sector Perform | Get Alert |
| 09/28/2022 | PATH | Buy Now | UiPath | $12.83 | 24.71% | $18 → $16 | Maintains | Sector Perform | Get Alert |
| 09/16/2022 | ADBE | Buy Now | Adobe | $574.25 | -25.99% | $500 → $425 | Maintains | Outperform | Get Alert |
| 09/09/2022 | ZS | Buy Now | Zscaler | $201.63 | 4.15% | $200 → $210 | Maintains | Outperform | Get Alert |
| 09/07/2022 | PATH | Buy Now | UiPath | $12.83 | 40.3% | $22 → $18 | Maintains | Sector Perform | Get Alert |
| 09/01/2022 | NTNX | Buy Now | Nutanix | $59.60 | -59.73% | $21 → $24 | Maintains | Outperform | Get Alert |
| 08/31/2022 | CRWD | Buy Now | CrowdStrike Holdings | $390.90 | -39.63% | $232 → $236 | Maintains | Outperform | Get Alert |
| 08/30/2022 | TDC | Buy Now | Teradata | $33.93 | 12% | $46 → $38 | Maintains | Sector Perform | Get Alert |
| 08/25/2022 | SPLK | Buy Now | Splunk | — | — | $143 → $139 | Maintains | Outperform | Get Alert |
| 08/23/2022 | PANW | Buy Now | Palo Alto Networks | $338.01 | 107.09% | $226.67 → $233.33 | Maintains | Outperform | Get Alert |
| 08/18/2022 | IOT | Buy Now | Samsara | $36.30 | -42.15% | $18 → $21 | Maintains | Outperform | Get Alert |
| 08/18/2022 | GTLB | Buy Now | GitLab | $53.00 | 41.51% | $66 → $75 | Maintains | Outperform | Get Alert |
| 08/18/2022 | ADSK | Buy Now | Autodesk | $247.96 | 3.65% | $255 → $257 | Maintains | Outperform | Get Alert |
| 08/17/2022 | TRMR | Buy Now | Tremor Intl | — | — | $20 → $17 | Maintains | Outperform | Get Alert |
| 08/11/2022 | XMTR | Buy Now | Xometry | $11.96 | 401.67% | $46 → $60 | Maintains | Outperform | Get Alert |
| 08/10/2022 | TTD | Buy Now | Trade Desk | $99.08 | -19.26% | $75 → $80 | Maintains | Outperform | Get Alert |
| 08/10/2022 | MGNI | Buy Now | Magnite | $13.52 | 40.51% | $21 → $19 | Maintains | Outperform | Get Alert |
| 08/09/2022 | QLYS | Buy Now | Qualys | $141.67 | 4.47% | $145 → $148 | Maintains | Sector Perform | Get Alert |
| 08/05/2022 | NET | Buy Now | Cloudflare | $84.82 | -12.76% | $62 → $74 | Maintains | Outperform | Get Alert |
| 08/05/2022 | DDOG | Buy Now | Datadog | $132.40 | -5.59% | $115 → $125 | Maintains | Outperform | Get Alert |
| 08/04/2022 | DT | Buy Now | Dynatrace | $45.29 | 1.57% | $44 → $46 | Maintains | Outperform | Get Alert |
| 08/04/2022 | DV | Buy Now | DoubleVerify Hldgs | $20.04 | 59.68% | $29 → $32 | Maintains | Outperform | Get Alert |
| 08/03/2022 | SWI | Buy Now | SolarWinds | $11.89 | 0.93% | $14 → $12 | Maintains | Sector Perform | Get Alert |
| 08/01/2022 | VRNS | Buy Now | Varonis Systems | $46.93 | -25.42% | $55 → $35 | Maintains | Outperform | Get Alert |
| 08/01/2022 | RPD | Buy Now | Rapid7 | $41.06 | 107.01% | $140 → $85 | Maintains | Outperform | Get Alert |
| 08/01/2022 | PING | Buy Now | Ping Identity Holding | — | — | $33 → $25 | Maintains | Outperform | Get Alert |
| 07/28/2022 | NOW | Buy Now | ServiceNow | $766.21 | -28.22% | $610 → $550 | Maintains | Outperform | Get Alert |
| 07/28/2022 | PTC | Buy Now | PTC | $187.32 | -27.93% | $130 → $135 | Maintains | Outperform | Get Alert |
| 07/26/2022 | FFIV | Buy Now | F5 | $173.14 | 1.07% | $200 → $175 | Maintains | Sector Perform | Get Alert |
| 07/25/2022 | NET | Buy Now | Cloudflare | $84.82 | -26.9% | $100 → $62 | Maintains | Outperform | Get Alert |
| 07/25/2022 | DDOG | Buy Now | Datadog | $132.40 | -13.14% | $167 → $115 | Maintains | Outperform | Get Alert |
| 06/14/2022 | ADBE | Buy Now | Adobe | $574.25 | -12.93% | $600 → $500 | Maintains | Outperform | Get Alert |
| 06/07/2022 | GTLB | Buy Now | GitLab | $53.00 | 24.53% | $64 → $66 | Maintains | Outperform | Get Alert |
| 06/06/2022 | BASE | Buy Now | Couchbase | $18.18 | 37.51% | $27 → $25 | Maintains | Outperform | Get Alert |
| 06/03/2022 | CRWD | Buy Now | CrowdStrike Holdings | $390.90 | -40.65% | $225 → $232 | Maintains | Outperform | Get Alert |
| 06/02/2022 | PATH | Buy Now | UiPath | $12.83 | 71.47% | $27 → $22 | Maintains | Sector Perform | Get Alert |
| 05/31/2022 | IOT | Buy Now | Samsara | $36.30 | -50.41% | $28 → $18 | Maintains | Outperform | Get Alert |
| 05/31/2022 | PATH | Buy Now | UiPath | $12.83 | 110.44% | $32 → $27 | Maintains | Sector Perform | Get Alert |
| 05/31/2022 | PD | Buy Now | PagerDuty | $21.48 | 90.88% | $46 → $41 | Maintains | Outperform | Get Alert |
| 05/31/2022 | OKTA | Buy Now | Okta | $98.05 | 47.88% | $260 → $145 | Maintains | Outperform | Get Alert |
| 05/31/2022 | ESTC | Buy Now | Elastic | $115.72 | -4.94% | $133 → $110 | Maintains | Outperform | Get Alert |
| 05/31/2022 | CRWD | Buy Now | CrowdStrike Holdings | $390.90 | -42.44% | $275 → $225 | Maintains | Outperform | Get Alert |
| 05/27/2022 | VMW | Buy Now | VMware | — | — | $140 → $142.5 | Downgrade | Outperform → Sector Perform | Get Alert |
| 05/26/2022 | SPLK | Buy Now | Splunk | — | — | $152 → $143 | Maintains | Outperform | Get Alert |
| 05/26/2022 | NTNX | Buy Now | Nutanix | $59.60 | -64.77% | $45 → $21 | Maintains | Outperform | Get Alert |
| 05/23/2022 | ZS | Buy Now | Zscaler | $201.63 | -0.81% | $330 → $200 | Maintains | Outperform | Get Alert |
| 05/23/2022 | VMW | Buy Now | VMware | — | — | $153 → $140 | Maintains | Outperform | Get Alert |
| 05/23/2022 | SUMO | Buy Now | Sumo Logic | — | — | $17 → $14 | Maintains | Outperform | Get Alert |
| 05/23/2022 | SPLK | Buy Now | Splunk | — | — | $175 → $152 | Maintains | Outperform | Get Alert |
| 05/23/2022 | ADSK | Buy Now | Autodesk | $247.96 | 2.84% | $295 → $255 | Maintains | Outperform | Get Alert |
| 05/18/2022 | TRMR | Buy Now | Tremor Intl | — | — | $20 → $21 | Maintains | Outperform | Get Alert |
| 05/13/2022 | PANW | Buy Now | Palo Alto Networks | $338.01 | 101.18% | $236.67 → $226.67 | Maintains | Outperform | Get Alert |
| 05/13/2022 | TRMR | Buy Now | Tremor Intl | — | — | $28 → $20 | Maintains | Outperform | Get Alert |
| 05/13/2022 | NABL | Buy Now | N-able | $14.72 | -11.68% | $15 → $13 | Maintains | Outperform | Get Alert |
| 05/13/2022 | DT | Buy Now | Dynatrace | $45.29 | 3.78% | $65 → $47 | Maintains | Outperform | Get Alert |
| 05/13/2022 | NET | Buy Now | Cloudflare | $84.82 | 17.9% | $120 → $100 | Maintains | Outperform | Get Alert |
| 05/11/2022 | OLO | Buy Now | Olo | $4.35 | 290.8% | $20 → $17 | Maintains | Outperform | Get Alert |
| 05/11/2022 | DV | Buy Now | DoubleVerify Hldgs | $20.04 | 44.71% | $31 → $29 | Maintains | Outperform | Get Alert |
| 05/11/2022 | BSY | Buy Now | Bentley Systems | $49.35 | -6.79% | $55 → $46 | Maintains | Outperform | Get Alert |
| 05/10/2022 | PUBM | Buy Now | PubMatic | $20.06 | 64.51% | $38 → $33 | Maintains | Outperform | Get Alert |
| 05/10/2022 | EVCM | Buy Now | EverCommerce | $11.11 | 53.02% | $20 → $17 | Maintains | Outperform | Get Alert |
| 05/09/2022 | TTD | Buy Now | Trade Desk | $99.08 | -14.21% | $105 → $85 | Maintains | Outperform | Get Alert |
| 05/09/2022 | JAMF | Buy Now | Jamf Holding | $16.35 | 138.53% | $47 → $39 | Maintains | Outperform | Get Alert |
| 05/09/2022 | DV | Buy Now | DoubleVerify Hldgs | $20.04 | 54.69% | $35 → $31 | Maintains | Outperform | Get Alert |
| 05/02/2022 | DDOG | Buy Now | Datadog | $132.40 | 26.13% | $225 → $167 | Maintains | Outperform | Get Alert |
| 05/02/2022 | NET | Buy Now | Cloudflare | $84.82 | 41.48% | $155 → $120 | Maintains | Outperform | Get Alert |
| 04/28/2022 | NOW | Buy Now | ServiceNow | $766.21 | -12.56% | $660 → $670 | Maintains | Outperform | Get Alert |
| 04/27/2022 | FFIV | Buy Now | F5 | $173.14 | 15.51% | $210 → $200 | Maintains | Sector Perform | Get Alert |
| 04/25/2022 | NOW | Buy Now | ServiceNow | $766.21 | -13.86% | $700 → $660 | Maintains | Outperform | Get Alert |
| 04/25/2022 | PTC | Buy Now | PTC | $187.32 | -30.6% | $150 → $130 | Maintains | Outperform | Get Alert |
| 04/25/2022 | CHKP | Buy Now | Check Point Software | $168.95 | -14.18% | $139 → $145 | Maintains | Sector Perform | Get Alert |
| 04/18/2022 | GTLB | Buy Now | GitLab | $53.00 | 20.75% | $60 → $64 | Maintains | Outperform | Get Alert |
| 04/12/2022 | SAIL | Buy Now | SailPoint Technologies | — | — | → $65.25 | Downgrade | Outperform → Sector Perform | Get Alert |
| 04/12/2022 | MSP | Buy Now | Datto Holding | — | — | $34 → $35.5 | Downgrade | Outperform → Sector Perform | Get Alert |
| 03/31/2022 | PATH | Buy Now | UiPath | $12.83 | 149.42% | $37 → $32 | Maintains | Sector Perform | Get Alert |
| 03/28/2022 | PATH | Buy Now | UiPath | $12.83 | 188.39% | $47 → $37 | Maintains | Sector Perform | Get Alert |
| 03/25/2022 | PANW | Buy Now | Palo Alto Networks | $338.01 | 110.05% | $223.33 → $236.67 | Maintains | Outperform | Get Alert |
| 03/21/2022 | ADBE | Buy Now | Adobe | $574.25 | 4.48% | $650 → $600 | Maintains | Outperform | Get Alert |
| 03/17/2022 | PD | Buy Now | PagerDuty | $21.48 | 114.15% | $45 → $46 | Maintains | Outperform | Get Alert |
| 03/16/2022 | PUBM | Buy Now | PubMatic | $20.06 | 89.43% | $46 → $38 | Maintains | Outperform | Get Alert |
| 03/15/2022 | EVCM | Buy Now | EverCommerce | $11.11 | 80.02% | $22 → $20 | Maintains | Outperform | Get Alert |
| 03/14/2022 | INFA | Buy Now | Informatica | $31.17 | -6.96% | $40 → $29 | Maintains | Outperform | Get Alert |
| 03/14/2022 | GTLB | Buy Now | GitLab | $53.00 | 13.21% | $90 → $60 | Maintains | Outperform | Get Alert |
| 03/10/2022 | CRWD | Buy Now | CrowdStrike Holdings | $390.90 | -29.65% | $250 → $275 | Maintains | Outperform | Get Alert |
| 03/10/2022 | BASE | Buy Now | Couchbase | $18.18 | 48.51% | $29 → $27 | Maintains | Outperform | Get Alert |
| 03/09/2022 | SUMO | Buy Now | Sumo Logic | — | — | $19 → $17 | Maintains | Outperform | Get Alert |
| 03/09/2022 | DV | Buy Now | DoubleVerify Hldgs | $20.04 | 74.65% | $42 → $35 | Maintains | Outperform | Get Alert |
| 03/07/2022 | CRWD | Buy Now | CrowdStrike Holdings | $390.90 | -36.05% | $275 → $250 | Maintains | Outperform | Get Alert |
| 03/02/2022 | JAMF | Buy Now | Jamf Holding | $16.35 | 187.46% | $45 → $47 | Maintains | Outperform | Get Alert |
| 03/02/2022 | BSY | Buy Now | Bentley Systems | $49.35 | 11.45% | $65 → $55 | Maintains | Outperform | Get Alert |
| 03/01/2022 | SAIL | Buy Now | SailPoint Technologies | — | — | $55 → $59 | Maintains | Outperform | Get Alert |
| 02/28/2022 | OKTA | Buy Now | Okta | $98.05 | 165.17% | $300 → $260 | Maintains | Outperform | Get Alert |
| 02/25/2022 | ANSS | Buy Now | Ansys | $327.64 | 6.82% | $425 → $350 | Maintains | Sector Perform | Get Alert |
| 02/22/2022 | ADSK | Buy Now | Autodesk | $247.96 | 20.99% | $343 → $300 | Maintains | Outperform | Get Alert |
| 02/17/2022 | QTWO | Buy Now | Q2 Holdings | $62.14 | 44.83% | $110 → $90 | Maintains | Outperform | Get Alert |
| 02/07/2022 | RPD | Buy Now | Rapid7 | $41.06 | 216.61% | $157 → $130 | Maintains | Outperform | Get Alert |
| 02/04/2022 | GTLB | Buy Now | GitLab | $53.00 | — | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 01/26/2022 | FFIV | Buy Now | F5 | $173.14 | 21.29% | $220 → $210 | Maintains | Sector Perform | Get Alert |
| 01/10/2022 | IOT | Buy Now | Samsara | $36.30 | -22.87% | → $28 | Initiates | → Outperform | Get Alert |
| 12/09/2021 | XMTR | Buy Now | Xometry | $11.96 | 384.95% | — | Maintains | Outperform | Get Alert |
| 12/07/2021 | SUMO | Buy Now | Sumo Logic | — | — | — | Maintains | Outperform | Get Alert |
| 12/07/2021 | GTLB | Buy Now | GitLab | $53.00 | 101.89% | — | Maintains | Sector Perform | Get Alert |
| 12/03/2021 | SCWX | Buy Now | SecureWorks | $6.49 | 192.76% | — | Maintains | Sector Perform | Get Alert |
| 12/02/2021 | SPLK | Buy Now | Splunk | — | — | — | Maintains | Outperform | Get Alert |
| 11/29/2021 | ZS | Buy Now | Zscaler | $201.63 | 88.46% | — | Maintains | Outperform | Get Alert |
| 11/24/2021 | ADSK | Buy Now | Autodesk | $247.96 | 38.33% | — | Maintains | Outperform | Get Alert |
| 11/22/2021 | INFA | Buy Now | Informatica | $31.17 | 28.33% | — | Initiates | → Outperform | Get Alert |
| 11/19/2021 | PANW | Buy Now | Palo Alto Networks | $338.01 | 95.26% | — | Maintains | Outperform | Get Alert |
| 11/19/2021 | DDOG | Buy Now | Datadog | $132.40 | 77.49% | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 11/15/2021 | PANW | Buy Now | Palo Alto Networks | $338.01 | 74.55% | — | Maintains | Outperform | Get Alert |
| 11/11/2021 | XMTR | Buy Now | Xometry | $11.96 | 343.14% | — | Upgrade | Sector Perform → Outperform | Get Alert |
