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Saket Kalia's Stock Ratings
Barclays Analyst
Saket Kalia is an analyst at Barclays. 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 12/15/2025
Updated: Dec 15, 2025
Overall Average Return
15.3%
Smart Score
Overall Average Return Percentile
69th
Number of Ratings
712
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 12/09/2025 | WAY | Buy Now | Waystar Holding | $32.56 | 28.99% | $50 → $42 | Maintains | Overweight | Get Alert | |
| 12/09/2025 | DH | Buy Now | Definitive Healthcare | $2.30 | 19.57% | $3 → $2.75 | Maintains | Underweight | Get Alert | |
| 12/04/2025 | SAIL | Buy Now | SailPoint | $20.23 | 13.67% | $25 → $23 | Maintains | Overweight | Get Alert | |
| 12/02/2025 | NET | Buy Now | Cloudflare | $195.36 | 20.29% | → $235 | Initiates | → Overweight | Get Alert | |
| 11/26/2025 | ADSK | Buy Now | Autodesk | $294.05 | 32.63% | $385 → $390 | Maintains | Overweight | Get Alert | |
| 11/21/2025 | VEEV | Buy Now | Veeva Systems | $220.11 | 38.57% | $325 → $305 | Maintains | Overweight | Get Alert | |
| 11/19/2025 | S | Buy Now | SentinelOne | $14.75 | 22.03% | $21 → $18 | Maintains | Equal-Weight | Get Alert | |
| 11/18/2025 | OKTA | Buy Now | Okta | $88.03 | 7.92% | $112 → $95 | Maintains | Equal-Weight | Get Alert | |
| 11/14/2025 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | 25.77% | $515 → $610 | Maintains | Overweight | Get Alert | |
| 11/12/2025 | ZS | Buy Now | Zscaler | $229.22 | 52.69% | $320 → $350 | Maintains | Overweight | Get Alert | |
| 11/10/2025 | PANW | Buy Now | Palo Alto Networks | $185.27 | 24.14% | $215 → $230 | Maintains | Overweight | Get Alert | |
| 11/07/2025 | OMDA | Buy Now | Omada Health | $14.59 | 98.77% | $28 → $29 | Maintains | Overweight | Get Alert | |
| 11/07/2025 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 8.78% | $60 → $56 | Maintains | Equal-Weight | Get Alert | |
| 11/06/2025 | FTNT | Buy Now | Fortinet | $81.05 | 8.57% | $90 → $88 | Maintains | Equal-Weight | Get Alert | |
| 11/05/2025 | RPD | Buy Now | Rapid7 | $15.73 | 14.43% | $21 → $18 | Maintains | Equal-Weight | Get Alert | |
| 11/05/2025 | HNGE | Buy Now | Hinge Health | $48.31 | 34.55% | $62 → $65 | Maintains | Overweight | Get Alert | |
| 10/31/2025 | ALKT | Buy Now | Alkami Technology | $21.78 | 14.78% | $30 → $25 | Maintains | Equal-Weight | Get Alert | |
| 10/29/2025 | CHKP | Buy Now | Check Point Software | $187.29 | 25.47% | $220 → $235 | Maintains | Equal-Weight | Get Alert | |
| 10/22/2025 | OMDA | Buy Now | Omada Health | $14.59 | 91.91% | $24 → $28 | Maintains | Overweight | Get Alert | |
| 10/14/2025 | VRNS | Buy Now | Varonis Systems | $33.00 | 112.12% | $62 → $70 | Maintains | Overweight | Get Alert | |
| 10/14/2025 | TENB | Buy Now | Tenable Holdings | $24.75 | 33.33% | $39 → $33 | Maintains | Equal-Weight | Get Alert | |
| 10/14/2025 | INTA | Buy Now | Intapp | $42.53 | 1.11% | $47 → $43 | Maintains | Underweight | Get Alert | |
| 10/14/2025 | CHKP | Buy Now | Check Point Software | $187.29 | 17.46% | $215 → $220 | Maintains | Equal-Weight | Get Alert | |
| 10/14/2025 | CCCS | Buy Now | CCC Intelligent Solutions | — | — | $12 → $11 | Maintains | Equal-Weight | Get Alert | |
| 10/14/2025 | WAY | Buy Now | Waystar Holding | $32.56 | 53.56% | → $50 | Reinstates | Overweight → Overweight | Get Alert | |
| 10/14/2025 | CYBR | Buy Now | CyberArk Software | $448.85 | 15.85% | $440 → $520 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 09/18/2025 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | 6.19% | $500 → $515 | Maintains | Overweight | Get Alert | |
| 09/12/2025 | ADBE | Buy Now | Adobe | $349.21 | 33.16% | $460 → $465 | Maintains | Overweight | Get Alert | |
| 09/10/2025 | RBRK | Buy Now | Rubrik | $79.41 | 51.11% | $115 → $120 | Maintains | Overweight | Get Alert | |
| 09/05/2025 | ADBE | Buy Now | Adobe | $349.21 | 31.73% | $567 → $460 | Maintains | Overweight | Get Alert | |
| 09/03/2025 | ZS | Buy Now | Zscaler | $229.22 | 39.6% | $300 → $320 | Maintains | Overweight | Get Alert | |
| 08/29/2025 | S | Buy Now | SentinelOne | $14.75 | 42.37% | $19 → $21 | Maintains | Equal-Weight | Get Alert | |
| 08/29/2025 | ADSK | Buy Now | Autodesk | $294.05 | 30.93% | $355 → $385 | Maintains | Overweight | Get Alert | |
| 08/28/2025 | VEEV | Buy Now | Veeva Systems | $220.11 | 47.65% | $300 → $325 | Maintains | Overweight | Get Alert | |
| 08/27/2025 | OKTA | Buy Now | Okta | $88.03 | 27.23% | $100 → $112 | Maintains | Equal-Weight | Get Alert | |
| 08/27/2025 | NCNO | Buy Now | Ncino | $24.52 | 50.9% | $31 → $37 | Maintains | Overweight | Get Alert | |
| 08/25/2025 | ZS | Buy Now | Zscaler | $229.22 | 30.88% | $290 → $300 | Maintains | Overweight | Get Alert | |
| 08/19/2025 | PANW | Buy Now | Palo Alto Networks | $185.27 | 16.05% | $210 → $215 | Maintains | Overweight | Get Alert | |
| 08/18/2025 | OKTA | Buy Now | Okta | $88.03 | 13.6% | $120 → $100 | Maintains | Equal-Weight | Get Alert | |
| 08/13/2025 | INTA | Buy Now | Intapp | $42.53 | 10.51% | $44 → $47 | Maintains | Underweight | Get Alert | |
| 08/12/2025 | MLNK | Buy Now | MeridianLink | — | — | $16 → $20 | Maintains | Underweight | Get Alert | |
| 08/08/2025 | OMDA | Buy Now | Omada Health | $14.59 | 64.5% | $21 → $24 | Maintains | Overweight | Get Alert | |
| 08/08/2025 | GEN | Buy Now | Gen Digital | $27.56 | 19.74% | $32 → $33 | Maintains | Equal-Weight | Get Alert | |
| 08/07/2025 | FTNT | Buy Now | Fortinet | $81.05 | 11.04% | $110 → $90 | Maintains | Equal-Weight | Get Alert | |
| 08/06/2025 | HNGE | Buy Now | Hinge Health | $48.31 | 28.34% | $51 → $62 | Maintains | Overweight | Get Alert | |
| 08/01/2025 | CCCS | Buy Now | CCC Intelligent Solutions | — | — | $11 → $12 | Maintains | Equal-Weight | Get Alert | |
| 07/31/2025 | TYL | Buy Now | Tyler Technologies | $444.83 | 60.73% | $695 → $715 | Maintains | Overweight | Get Alert | |
| 07/31/2025 | PTC | Buy Now | PTC | $175.07 | 33.09% | $203 → $233 | Maintains | Overweight | Get Alert | |
| 07/31/2025 | CHKP | Buy Now | Check Point Software | $187.29 | 14.8% | $245 → $215 | Maintains | Equal-Weight | Get Alert | |
| 07/30/2025 | VRNS | Buy Now | Varonis Systems | $33.00 | 87.88% | $60 → $62 | Maintains | Overweight | Get Alert | |
| 07/14/2025 | VRNS | Buy Now | Varonis Systems | $33.00 | 81.82% | $54 → $60 | Maintains | Overweight | Get Alert | |
| 07/14/2025 | TENB | Buy Now | Tenable Holdings | $24.75 | 57.58% | $33 → $39 | Maintains | Equal-Weight | Get Alert | |
| 07/14/2025 | PTC | Buy Now | PTC | $175.07 | 15.95% | $175 → $203 | Maintains | Overweight | Get Alert | |
| 07/14/2025 | PCOR | Buy Now | Procore Technologies | $72.34 | 13.35% | $72 → $82 | Maintains | Equal-Weight | Get Alert | |
| 07/14/2025 | HNGE | Buy Now | Hinge Health | $48.31 | 5.57% | $43 → $51 | Maintains | Overweight | Get Alert | |
| 07/14/2025 | GEN | Buy Now | Gen Digital | $27.56 | 16.11% | $30 → $32 | Maintains | Equal-Weight | Get Alert | |
| 07/14/2025 | FTNT | Buy Now | Fortinet | $81.05 | 35.72% | $103 → $110 | Maintains | Equal-Weight | Get Alert | |
| 07/14/2025 | CYBR | Buy Now | CyberArk Software | $448.85 | -1.97% | $405 → $440 | Maintains | Overweight | Get Alert | |
| 07/14/2025 | CHKP | Buy Now | Check Point Software | $187.29 | 30.81% | $230 → $245 | Maintains | Equal-Weight | Get Alert | |
| 07/14/2025 | INTA | Buy Now | Intapp | $42.53 | 3.46% | $60 → $44 | Downgrade | Equal-Weight → Underweight | Get Alert | |
| 07/01/2025 | OMDA | Buy Now | Omada Health | $14.59 | 43.93% | → $21 | Initiates | → Overweight | Get Alert | |
| 06/16/2025 | HNGE | Buy Now | Hinge Health | $48.31 | -10.99% | → $43 | Initiates | → Overweight | Get Alert | |
| 06/12/2025 | SAIL | Buy Now | SailPoint | $20.23 | 23.56% | $23 → $25 | Maintains | Overweight | Get Alert | |
| 06/03/2025 | SAIL | Buy Now | SailPoint | $20.23 | 13.67% | $27 → $23 | Maintains | Overweight | Get Alert | |
| 05/30/2025 | ZS | Buy Now | Zscaler | $229.22 | 26.52% | $275 → $290 | Maintains | Overweight | Get Alert | |
| 05/29/2025 | VEEV | Buy Now | Veeva Systems | $220.11 | 36.3% | $285 → $300 | Maintains | Overweight | Get Alert | |
| 05/29/2025 | NCNO | Buy Now | Ncino | $24.52 | 26.43% | $24 → $31 | Maintains | Overweight | Get Alert | |
| 05/28/2025 | OKTA | Buy Now | Okta | $88.03 | 36.32% | $135 → $120 | Maintains | Equal-Weight | Get Alert | |
| 05/28/2025 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | 3.09% | $475 → $500 | Maintains | Overweight | Get Alert | |
| 05/23/2025 | ADSK | Buy Now | Autodesk | $294.05 | 20.73% | $325 → $355 | Maintains | Overweight | Get Alert | |
| 05/21/2025 | PANW | Buy Now | Palo Alto Networks | $185.27 | 13.35% | $213 → $210 | Maintains | Overweight | Get Alert | |
| 05/19/2025 | OKTA | Buy Now | Okta | $88.03 | 53.36% | $115 → $135 | Maintains | Equal-Weight | Get Alert | |
| 05/19/2025 | VEEV | Buy Now | Veeva Systems | $220.11 | 29.48% | $275 → $285 | Maintains | Overweight | Get Alert | |
| 05/19/2025 | ZS | Buy Now | Zscaler | $229.22 | 19.97% | $250 → $275 | Maintains | Overweight | Get Alert | |
| 05/13/2025 | RPD | Buy Now | Rapid7 | $15.73 | 58.93% | $26 → $25 | Maintains | Equal-Weight | Get Alert | |
| 05/02/2025 | PCOR | Buy Now | Procore Technologies | $72.34 | -0.47% | $70 → $72 | Maintains | Equal-Weight | Get Alert | |
| 04/30/2025 | TENB | Buy Now | Tenable Holdings | $24.75 | 33.33% | $40 → $33 | Maintains | Equal-Weight | Get Alert | |
| 04/25/2025 | TYL | Buy Now | Tyler Technologies | $444.83 | 56.24% | $700 → $695 | Maintains | Overweight | Get Alert | |
| 04/14/2025 | VRNS | Buy Now | Varonis Systems | $33.00 | 57.58% | $60 → $52 | Maintains | Overweight | Get Alert | |
| 04/14/2025 | TYL | Buy Now | Tyler Technologies | $444.83 | 57.36% | $715 → $700 | Maintains | Overweight | Get Alert | |
| 04/14/2025 | TENB | Buy Now | Tenable Holdings | $24.75 | 61.62% | $48 → $40 | Maintains | Equal-Weight | Get Alert | |
| 04/14/2025 | RPD | Buy Now | Rapid7 | $15.73 | 65.29% | $35 → $26 | Maintains | Equal-Weight | Get Alert | |
| 04/14/2025 | PTC | Buy Now | PTC | $175.07 | -0.04% | $215 → $175 | Maintains | Overweight | Get Alert | |
| 04/14/2025 | PCOR | Buy Now | Procore Technologies | $72.34 | -3.23% | $90 → $70 | Maintains | Equal-Weight | Get Alert | |
| 04/14/2025 | MLNK | Buy Now | MeridianLink | — | — | $19 → $16 | Maintains | Underweight | Get Alert | |
| 04/14/2025 | INTA | Buy Now | Intapp | $42.53 | 41.08% | $68 → $60 | Maintains | Equal-Weight | Get Alert | |
| 04/14/2025 | CYBR | Buy Now | CyberArk Software | $448.85 | -9.77% | $450 → $405 | Maintains | Overweight | Get Alert | |
| 04/14/2025 | CCCS | Buy Now | CCC Intelligent Solutions | — | — | $13 → $11 | Maintains | Equal-Weight | Get Alert | |
| 04/14/2025 | ALKT | Buy Now | Alkami Technology | $21.78 | 37.74% | $35 → $30 | Maintains | Equal-Weight | Get Alert | |
| 04/14/2025 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 16.55% | $67 → $60 | Maintains | Equal-Weight | Get Alert | |
| 04/11/2025 | ADSK | Buy Now | Autodesk | $294.05 | 10.53% | $365 → $325 | Maintains | Overweight | Get Alert | |
| 04/02/2025 | NCNO | Buy Now | Ncino | $24.52 | -2.12% | $44 → $24 | Maintains | Overweight | Get Alert | |
| 03/10/2025 | SAIL | Buy Now | SailPoint | $20.23 | 33.44% | → $27 | Initiates | → Overweight | Get Alert | |
| 03/07/2025 | MLNK | Buy Now | MeridianLink | — | — | $20 → $19 | Maintains | Underweight | Get Alert | |
| 03/05/2025 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -2.06% | $506 → $475 | Maintains | Overweight | Get Alert | |
| 03/04/2025 | OKTA | Buy Now | Okta | $88.03 | 30.64% | $105 → $115 | Maintains | Equal-Weight | Get Alert | |
| 03/03/2025 | ALKT | Buy Now | Alkami Technology | $21.78 | 60.7% | $41 → $35 | Maintains | Equal-Weight | Get Alert | |
| 03/03/2025 | DH | Buy Now | Definitive Healthcare | $2.30 | 30.43% | $4 → $3 | Maintains | Underweight | Get Alert | |
| 02/28/2025 | ADSK | Buy Now | Autodesk | $294.05 | 24.13% | $355 → $365 | Maintains | Overweight | Get Alert | |
| 02/21/2025 | ZS | Buy Now | Zscaler | $229.22 | 9.07% | $220 → $250 | Maintains | Overweight | Get Alert | |
| 02/21/2025 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | 4.33% | $372 → $506 | Maintains | Overweight | Get Alert | |
| 02/20/2025 | OKTA | Buy Now | Okta | $88.03 | 19.28% | $96 → $105 | Maintains | Equal-Weight | Get Alert | |
| 02/14/2025 | TYL | Buy Now | Tyler Technologies | $444.83 | 60.73% | $705 → $715 | Maintains | Overweight | Get Alert | |
| 02/14/2025 | PCOR | Buy Now | Procore Technologies | $72.34 | 24.41% | $84 → $90 | Maintains | Equal-Weight | Get Alert | |
| 02/14/2025 | CYBR | Buy Now | CyberArk Software | $448.85 | 0.26% | $375 → $450 | Maintains | Overweight | Get Alert | |
| 02/13/2025 | RPD | Buy Now | Rapid7 | $15.73 | 122.5% | $43 → $35 | Maintains | Equal-Weight | Get Alert | |
| 02/06/2025 | TENB | Buy Now | Tenable Holdings | $24.75 | 93.94% | $45 → $48 | Maintains | Equal-Weight | Get Alert | |
| 02/05/2025 | INTA | Buy Now | Intapp | $42.53 | 59.89% | $63 → $68 | Maintains | Equal-Weight | Get Alert | |
| 01/30/2025 | CHKP | Buy Now | Check Point Software | $187.29 | 22.8% | $200 → $230 | Maintains | Equal-Weight | Get Alert | |
| 01/13/2025 | DH | Buy Now | Definitive Healthcare | $2.30 | 73.91% | $4 → $4 | Downgrade | Equal-Weight → Underweight | Get Alert | |
| 01/06/2025 | INTA | Buy Now | Intapp | $42.53 | 48.13% | $48 → $63 | Maintains | Equal-Weight | Get Alert | |
| 01/06/2025 | RPD | Buy Now | Rapid7 | $15.73 | 173.36% | $36 → $43 | Maintains | Equal-Weight | Get Alert | |
| 01/06/2025 | CYBR | Buy Now | CyberArk Software | $448.85 | -16.45% | $335 → $375 | Maintains | Overweight | Get Alert | |
| 01/06/2025 | PCOR | Buy Now | Procore Technologies | $72.34 | 16.12% | $78 → $84 | Maintains | Equal-Weight | Get Alert | |
| 01/06/2025 | FTNT | Buy Now | Fortinet | $81.05 | 27.08% | $95 → $103 | Maintains | Equal-Weight | Get Alert | |
| 01/06/2025 | ADBE | Buy Now | Adobe | $349.21 | 62.37% | $645 → $567 | Maintains | Overweight | Get Alert | |
| 01/06/2025 | NCNO | Buy Now | Ncino | $24.52 | 79.45% | $44 → $44 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 12/17/2024 | PANW | Buy Now | Palo Alto Networks | $185.27 | 14.97% | $425 → $213 | Maintains | Overweight | Get Alert | |
| 12/12/2024 | ADBE | Buy Now | Adobe | $349.21 | 84.7% | $675 → $645 | Maintains | Overweight | Get Alert | |
| 12/06/2024 | RBRK | Buy Now | Rubrik | $79.41 | -11.85% | $51 → $70 | Maintains | Overweight | Get Alert | |
| 12/06/2024 | VEEV | Buy Now | Veeva Systems | $220.11 | 24.94% | $260 → $275 | Maintains | Overweight | Get Alert | |
| 12/04/2024 | OKTA | Buy Now | Okta | $88.03 | 9.05% | $81 → $96 | Maintains | Equal-Weight | Get Alert | |
| 11/25/2024 | NCNO | Buy Now | Ncino | $24.52 | 79.45% | $34 → $44 | Maintains | Equal-Weight | Get Alert | |
| 11/22/2024 | PCOR | Buy Now | Procore Technologies | $72.34 | 7.82% | $66 → $78 | Maintains | Equal-Weight | Get Alert | |
| 11/21/2024 | ZS | Buy Now | Zscaler | $229.22 | -4.02% | $200 → $220 | Maintains | Overweight | Get Alert | |
| 11/20/2024 | RBRK | Buy Now | Rubrik | $79.41 | -35.78% | $42 → $51 | Maintains | Overweight | Get Alert | |
| 11/19/2024 | OKTA | Buy Now | Okta | $88.03 | -7.99% | → $81 | Initiates | → Equal-Weight | Get Alert | |
| 11/18/2024 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -23.3% | $295 → $372 | Maintains | Overweight | Get Alert | |
| 11/15/2024 | ADSK | Buy Now | Autodesk | $294.05 | 20.73% | $310 → $355 | Maintains | Overweight | Get Alert | |
| 11/14/2024 | CYBR | Buy Now | CyberArk Software | $448.85 | -25.36% | $330 → $335 | Maintains | Overweight | Get Alert | |
| 11/11/2024 | PANW | Buy Now | Palo Alto Networks | $185.27 | 129.39% | $410 → $425 | Maintains | Overweight | Get Alert | |
| 11/08/2024 | VEEV | Buy Now | Veeva Systems | $220.11 | 18.12% | $240 → $260 | Maintains | Overweight | Get Alert | |
| 11/08/2024 | FTNT | Buy Now | Fortinet | $81.05 | 17.21% | $85 → $95 | Maintains | Equal-Weight | Get Alert | |
| 11/08/2024 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 30.15% | $60 → $67 | Maintains | Equal-Weight | Get Alert | |
| 11/05/2024 | INTA | Buy Now | Intapp | $42.53 | 12.86% | $44 → $48 | Maintains | Equal-Weight | Get Alert | |
| 10/31/2024 | TENB | Buy Now | Tenable Holdings | $24.75 | 81.82% | $49 → $45 | Maintains | Equal-Weight | Get Alert | |
| 10/31/2024 | PCOR | Buy Now | Procore Technologies | $72.34 | -8.76% | $64 → $66 | Maintains | Equal-Weight | Get Alert | |
| 10/31/2024 | GEN | Buy Now | Gen Digital | $27.56 | 8.85% | $28 → $30 | Maintains | Equal-Weight | Get Alert | |
| 10/31/2024 | ALKT | Buy Now | Alkami Technology | $21.78 | 88.25% | $35 → $41 | Maintains | Equal-Weight | Get Alert | |
| 10/29/2024 | CHKP | Buy Now | Check Point Software | $187.29 | 6.79% | $210 → $200 | Maintains | Equal-Weight | Get Alert | |
| 10/29/2024 | CCCS | Buy Now | CCC Intelligent Solutions | — | — | $14 → $13 | Maintains | Equal-Weight | Get Alert | |
| 10/28/2024 | PCOR | Buy Now | Procore Technologies | $72.34 | -11.53% | $64 → $64 | Reiterates | Equal-Weight → Equal-Weight | Get Alert | |
| 10/25/2024 | TYL | Buy Now | Tyler Technologies | $444.83 | 58.49% | $700 → $705 | Maintains | Overweight | Get Alert | |
| 10/17/2024 | PANW | Buy Now | Palo Alto Networks | $185.27 | 121.3% | $370 → $410 | Maintains | Overweight | Get Alert | |
| 10/07/2024 | VRNS | Buy Now | Varonis Systems | $33.00 | 96.97% | $60 → $65 | Maintains | Overweight | Get Alert | |
| 10/07/2024 | PCOR | Buy Now | Procore Technologies | $72.34 | -11.53% | $54 → $64 | Maintains | Equal-Weight | Get Alert | |
| 10/07/2024 | GEN | Buy Now | Gen Digital | $27.56 | 1.6% | $27 → $28 | Maintains | Equal-Weight | Get Alert | |
| 10/07/2024 | FTNT | Buy Now | Fortinet | $81.05 | 4.87% | $74 → $85 | Maintains | Equal-Weight | Get Alert | |
| 10/07/2024 | CYBR | Buy Now | CyberArk Software | $448.85 | -26.48% | $315 → $330 | Maintains | Overweight | Get Alert | |
| 10/07/2024 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 16.55% | $72 → $60 | Maintains | Equal-Weight | Get Alert | |
| 10/07/2024 | TYL | Buy Now | Tyler Technologies | $444.83 | 57.36% | $577 → $700 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 10/07/2024 | INTA | Buy Now | Intapp | $42.53 | 3.46% | $44 → $44 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 09/06/2024 | SCWX | Buy Now | SecureWorks | — | — | $6 → $7 | Maintains | Underweight | Get Alert | |
| 09/04/2024 | ZS | Buy Now | Zscaler | $229.22 | -12.75% | $230 → $200 | Maintains | Overweight | Get Alert | |
| 09/04/2024 | ADBE | Buy Now | Adobe | $349.21 | 93.29% | $650 → $675 | Maintains | Overweight | Get Alert | |
| 08/30/2024 | ADSK | Buy Now | Autodesk | $294.05 | 5.42% | $275 → $310 | Maintains | Overweight | Get Alert | |
| 08/29/2024 | VEEV | Buy Now | Veeva Systems | $220.11 | 9.04% | $220 → $240 | Maintains | Overweight | Get Alert | |
| 08/29/2024 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -39.18% | $285 → $295 | Maintains | Overweight | Get Alert | |
| 08/28/2024 | S | Buy Now | SentinelOne | $14.75 | 89.83% | $26 → $28 | Maintains | Equal-Weight | Get Alert | |
| 08/26/2024 | ZS | Buy Now | Zscaler | $229.22 | 0.34% | $210 → $230 | Maintains | Overweight | Get Alert | |
| 08/22/2024 | S | Buy Now | SentinelOne | $14.75 | 76.27% | $22 → $26 | Maintains | Equal-Weight | Get Alert | |
| 08/20/2024 | PANW | Buy Now | Palo Alto Networks | $185.27 | 99.71% | $350 → $370 | Maintains | Overweight | Get Alert | |
| 08/14/2024 | INTA | Buy Now | Intapp | $42.53 | 3.46% | $42 → $44 | Maintains | Overweight | Get Alert | |
| 08/09/2024 | PANW | Buy Now | Palo Alto Networks | $185.27 | 88.91% | $325 → $350 | Maintains | Overweight | Get Alert | |
| 08/09/2024 | MLNK | Buy Now | MeridianLink | — | — | $18 → $20 | Maintains | Underweight | Get Alert | |
| 08/07/2024 | RPD | Buy Now | Rapid7 | $15.73 | 128.86% | $49 → $36 | Maintains | Equal-Weight | Get Alert | |
| 08/07/2024 | DH | Buy Now | Definitive Healthcare | $2.30 | 73.91% | $6 → $4 | Maintains | Equal-Weight | Get Alert | |
| 08/02/2024 | GEN | Buy Now | Gen Digital | $27.56 | -2.03% | $25 → $27 | Maintains | Equal-Weight | Get Alert | |
| 08/02/2024 | PCOR | Buy Now | Procore Technologies | $72.34 | -25.35% | $78 → $54 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 08/01/2024 | TENB | Buy Now | Tenable Holdings | $24.75 | 97.98% | $57 → $49 | Maintains | Equal-Weight | Get Alert | |
| 08/01/2024 | ALKT | Buy Now | Alkami Technology | $21.78 | 60.7% | $31 → $35 | Maintains | Equal-Weight | Get Alert | |
| 07/31/2024 | DH | Buy Now | Definitive Healthcare | $2.30 | 160.87% | $7 → $6 | Maintains | Equal-Weight | Get Alert | |
| 07/30/2024 | VRNS | Buy Now | Varonis Systems | $33.00 | 81.82% | $55 → $60 | Maintains | Overweight | Get Alert | |
| 07/26/2024 | TYL | Buy Now | Tyler Technologies | $444.83 | 29.71% | $515 → $577 | Maintains | Equal-Weight | Get Alert | |
| 07/25/2024 | CHKP | Buy Now | Check Point Software | $187.29 | 2.51% | $175 → $192 | Maintains | Equal-Weight | Get Alert | |
| 07/11/2024 | VRNS | Buy Now | Varonis Systems | $33.00 | 66.67% | $53 → $55 | Maintains | Overweight | Get Alert | |
| 07/11/2024 | TYL | Buy Now | Tyler Technologies | $444.83 | 15.77% | $473 → $515 | Maintains | Equal-Weight | Get Alert | |
| 07/11/2024 | FTNT | Buy Now | Fortinet | $81.05 | -13.63% | $75 → $70 | Maintains | Equal-Weight | Get Alert | |
| 07/11/2024 | CYBR | Buy Now | CyberArk Software | $448.85 | -29.82% | $280 → $315 | Maintains | Overweight | Get Alert | |
| 07/11/2024 | ALKT | Buy Now | Alkami Technology | $21.78 | 42.33% | $28 → $31 | Maintains | Equal-Weight | Get Alert | |
| 07/11/2024 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 39.86% | $78 → $72 | Maintains | Equal-Weight | Get Alert | |
| 06/14/2024 | ADBE | Buy Now | Adobe | $349.21 | 86.13% | $630 → $650 | Maintains | Overweight | Get Alert | |
| 06/12/2024 | RBRK | Buy Now | Rubrik | $79.41 | -47.11% | $41 → $42 | Maintains | Overweight | Get Alert | |
| 06/12/2024 | ADSK | Buy Now | Autodesk | $294.05 | -6.48% | $310 → $275 | Maintains | Overweight | Get Alert | |
| 05/31/2024 | ZS | Buy Now | Zscaler | $229.22 | -8.38% | $205 → $210 | Maintains | Overweight | Get Alert | |
| 05/31/2024 | VEEV | Buy Now | Veeva Systems | $220.11 | -0.05% | $245 → $220 | Maintains | Overweight | Get Alert | |
| 05/31/2024 | S | Buy Now | SentinelOne | $14.75 | 49.15% | $27 → $22 | Maintains | Equal-Weight | Get Alert | |
| 05/21/2024 | PANW | Buy Now | Palo Alto Networks | $185.27 | 75.42% | $345 → $325 | Maintains | Overweight | Get Alert | |
| 05/20/2024 | ZS | Buy Now | Zscaler | $229.22 | -10.57% | $240 → $205 | Maintains | Overweight | Get Alert | |
| 05/20/2024 | RBRK | Buy Now | Rubrik | $79.41 | -48.37% | → $41 | Initiates | → Overweight | Get Alert | |
| 05/09/2024 | DH | Buy Now | Definitive Healthcare | $2.30 | 204.35% | $11 → $7 | Maintains | Equal-Weight | Get Alert | |
| 05/08/2024 | PWSC | Buy Now | PowerSchool Holdings | — | — | $28 → $23 | Maintains | Overweight | Get Alert | |
| 05/08/2024 | RPD | Buy Now | Rapid7 | $15.73 | 211.51% | $60 → $49 | Maintains | Equal-Weight | Get Alert | |
| 05/03/2024 | FTNT | Buy Now | Fortinet | $81.05 | -7.46% | $80 → $75 | Maintains | Equal-Weight | Get Alert | |
| 05/02/2024 | PCOR | Buy Now | Procore Technologies | $72.34 | 7.82% | $83 → $78 | Maintains | Overweight | Get Alert | |
| 04/26/2024 | CHKP | Buy Now | Check Point Software | $187.29 | -6.56% | $170 → $175 | Maintains | Equal-Weight | Get Alert | |
| 04/11/2024 | PTC | Buy Now | PTC | $175.07 | 22.81% | $198 → $215 | Maintains | Overweight | Get Alert | |
| 04/11/2024 | INTA | Buy Now | Intapp | $42.53 | -1.25% | $47 → $42 | Maintains | Overweight | Get Alert | |
| 04/11/2024 | GEN | Buy Now | Gen Digital | $27.56 | -9.29% | $28 → $25 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 03/15/2024 | ADBE | Buy Now | Adobe | $349.21 | 80.41% | $700 → $630 | Maintains | Overweight | Get Alert | |
| 03/07/2024 | MLNK | Buy Now | MeridianLink | — | — | $23 → $20 | Maintains | Underweight | Get Alert | |
| 03/06/2024 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -17.53% | $340 → $400 | Maintains | Overweight | Get Alert | |
| 03/01/2024 | ZS | Buy Now | Zscaler | $229.22 | 4.7% | $259 → $240 | Maintains | Overweight | Get Alert | |
| 03/01/2024 | VEEV | Buy Now | Veeva Sys | $220.11 | 11.31% | $240 → $245 | Maintains | Overweight | Get Alert | |
| 03/01/2024 | ADSK | Buy Now | Autodesk | $294.05 | 5.42% | $300 → $310 | Maintains | Overweight | Get Alert | |
| 03/01/2024 | DH | Buy Now | Definitive Healthcare | $2.30 | 378.26% | $10 → $11 | Maintains | Equal-Weight | Get Alert | |
| 02/29/2024 | ALKT | Buy Now | Alkami Technology | $21.78 | 23.97% | $26 → $27 | Maintains | Equal-Weight | Get Alert | |
| 02/29/2024 | CCCS | Buy Now | CCC Intelligent Solutions | — | — | $13 → $14 | Maintains | Equal-Weight | Get Alert | |
| 02/28/2024 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -29.9% | $300 → $340 | Maintains | Overweight | Get Alert | |
| 02/23/2024 | VEEV | Buy Now | Veeva Sys | $220.11 | 9.04% | $220 → $240 | Maintains | Overweight | Get Alert | |
| 02/23/2024 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 51.52% | $66 → $78 | Maintains | Equal-Weight | Get Alert | |
| 02/22/2024 | ANSS | Buy Now | Ansys | — | — | $314 → $340 | Maintains | Underweight | Get Alert | |
| 02/21/2024 | PANW | Buy Now | Palo Alto Networks | $185.27 | 86.21% | $400 → $345 | Maintains | Overweight | Get Alert | |
| 02/20/2024 | ADSK | Buy Now | Autodesk | $294.05 | 2.02% | $278 → $300 | Maintains | Overweight | Get Alert | |
| 02/15/2024 | INTA | Buy Now | Intapp | $42.53 | 10.51% | $44 → $47 | Maintains | Overweight | Get Alert | |
| 02/14/2024 | ZS | Buy Now | Zscaler | $229.22 | 12.99% | $244 → $259 | Maintains | Overweight | Get Alert | |
| 02/08/2024 | RPD | Buy Now | Rapid7 | $15.73 | 281.44% | $58 → $60 | Maintains | Equal-Weight | Get Alert | |
| 01/04/2024 | ZS | Buy Now | Zscaler | $229.22 | 6.45% | $210 → $244 | Maintains | Overweight | Get Alert | |
| 01/04/2024 | ADSK | Buy Now | Autodesk | $294.05 | -5.46% | $230 → $278 | Maintains | Overweight | Get Alert | |
| 01/04/2024 | ALKT | Buy Now | Alkami Technology | $21.78 | 19.38% | $22 → $26 | Maintains | Equal-Weight | Get Alert | |
| 01/04/2024 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 28.21% | $62 → $66 | Maintains | Equal-Weight | Get Alert | |
| 12/18/2023 | ADBE | Buy Now | Adobe | $349.21 | 100.45% | $680 → $700 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 12/07/2023 | VEEV | Buy Now | Veeva Sys | $220.11 | -3.23% | $220 → $213 | Maintains | Overweight | Get Alert | |
| 12/04/2023 | ADBE | Buy Now | Adobe | $349.21 | 94.73% | $640 → $680 | Maintains | Equal-Weight | Get Alert | |
| 11/29/2023 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -50.52% | $225 → $240 | Maintains | Overweight | Get Alert | |
| 11/02/2023 | TENB | Buy Now | Tenable Holdings | $24.75 | 65.66% | $47 → $41 | Maintains | Equal-Weight | Get Alert | |
| 11/02/2023 | PCOR | Buy Now | Procore Technologies | $72.34 | -1.85% | $87 → $71 | Maintains | Overweight | Get Alert | |
| 10/13/2023 | FTNT | Buy Now | Fortinet | $81.05 | -22.27% | $71 → $63 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 10/13/2023 | VRNS | Buy Now | Varonis Systems | $33.00 | 12.12% | $35 → $37 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 10/09/2023 | ZS | Buy Now | Zscaler | $229.22 | -17.11% | $176 → $190 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 10/09/2023 | TENB | Buy Now | Tenable Holdings | $24.75 | 89.9% | $51 → $47 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 09/21/2023 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -58.76% | $186 → $200 | Maintains | Overweight | Get Alert | |
| 09/15/2023 | ADBE | Buy Now | Adobe | $349.21 | 83.27% | $620 → $640 | Maintains | Equal-Weight | Get Alert | |
| 09/15/2023 | PWSC | Buy Now | PowerSchool Holdings | — | — | $26 → $28 | Maintains | Overweight | Get Alert | |
| 09/13/2023 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -61.65% | $173 → $186 | Maintains | Overweight | Get Alert | |
| 09/13/2023 | VEEV | Buy Now | Veeva Sys | $220.11 | 13.58% | $227 → $250 | Maintains | Overweight | Get Alert | |
| 09/08/2023 | ADBE | Buy Now | Adobe | $349.21 | 77.54% | $540 → $620 | Maintains | Equal-Weight | Get Alert | |
| 09/06/2023 | ZS | Buy Now | Zscaler | $229.22 | -23.22% | $160 → $176 | Maintains | Equal-Weight | Get Alert | |
| 09/06/2023 | INTA | Buy Now | Intapp | $42.53 | 1.11% | → $43 | Initiates | → Overweight | Get Alert | |
| 09/01/2023 | S | Buy Now | SentinelOne | $14.75 | 28.81% | $17 → $19 | Maintains | Equal-Weight | Get Alert | |
| 08/31/2023 | VEEV | Buy Now | Veeva Sys | $220.11 | 3.58% | $225 → $228 | Maintains | Overweight | Get Alert | |
| 08/30/2023 | NCNO | Buy Now | Ncino | $24.52 | 30.51% | $27 → $32 | Maintains | Equal-Weight | Get Alert | |
| 08/25/2023 | ZS | Buy Now | Zscaler | $229.22 | -30.2% | $145 → $160 | Maintains | Equal-Weight | Get Alert | |
| 08/24/2023 | ADSK | Buy Now | Autodesk | $294.05 | -20.76% | $225 → $233 | Maintains | Overweight | Get Alert | |
| 08/22/2023 | NCNO | Buy Now | Ncino | $24.52 | 10.11% | $24 → $27 | Maintains | Equal-Weight | Get Alert | |
| 08/11/2023 | S | Buy Now | SentinelOne | $14.75 | 15.25% | $15 → $17 | Maintains | Equal-Weight | Get Alert | |
| 08/11/2023 | CYBR | Buy Now | CyberArk Software | $448.85 | -59.9% | $178 → $180 | Maintains | Overweight | Get Alert | |
| 08/11/2023 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -64.33% | $162 → $173 | Maintains | Overweight | Get Alert | |
| 08/10/2023 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 18.49% | $57 → $61 | Maintains | Equal-Weight | Get Alert | |
| 08/08/2023 | PWSC | Buy Now | PowerSchool Holdings | — | — | $24 → $26 | Maintains | Overweight | Get Alert | |
| 08/07/2023 | PANW | Buy Now | Palo Alto Networks | $185.27 | 48.43% | $245 → $275 | Maintains | Overweight | Get Alert | |
| 08/04/2023 | GEN | Buy Now | Gen Digital | $27.56 | -16.55% | $22 → $23 | Maintains | Overweight | Get Alert | |
| 08/04/2023 | FTNT | Buy Now | Fortinet | $81.05 | -12.4% | $86 → $71 | Maintains | Overweight | Get Alert | |
| 08/03/2023 | PCOR | Buy Now | Procore Technologies | $72.34 | 20.27% | $85 → $87 | Maintains | Overweight | Get Alert | |
| 08/03/2023 | ALKT | Buy Now | Alkami Technology | $21.78 | -12.76% | $18 → $19 | Maintains | Equal-Weight | Get Alert | |
| 08/02/2023 | CCCS | Buy Now | CCC Intelligent Solutions | — | — | $12 → $13 | Maintains | Equal-Weight | Get Alert | |
| 08/01/2023 | VRNS | Buy Now | Varonis Systems | $33.00 | 6.06% | $30 → $35 | Maintains | Equal-Weight | Get Alert | |
| 07/27/2023 | PTC | Buy Now | PTC | $175.07 | -5.18% | $163 → $166 | Maintains | Overweight | Get Alert | |
| 07/27/2023 | CHKP | Buy Now | Check Point Software | $187.29 | -26.85% | $127 → $137 | Maintains | Equal-Weight | Get Alert | |
| 07/14/2023 | TYL | Buy Now | Tyler Technologies | $444.83 | -4.46% | $400 → $425 | Maintains | Equal-Weight | Get Alert | |
| 07/14/2023 | TENB | Buy Now | Tenable Holdings | $24.75 | 97.98% | $44 → $49 | Maintains | Overweight | Get Alert | |
| 07/14/2023 | PTC | Buy Now | PTC | $175.07 | -6.89% | $152 → $163 | Maintains | Overweight | Get Alert | |
| 07/14/2023 | PCOR | Buy Now | Procore Technologies | $72.34 | 17.5% | $72 → $85 | Maintains | Overweight | Get Alert | |
| 07/14/2023 | MLNK | Buy Now | MeridianLink | — | — | $15 → $19 | Maintains | Underweight | Get Alert | |
| 07/14/2023 | FTNT | Buy Now | Fortinet | $81.05 | 6.11% | $75 → $86 | Maintains | Overweight | Get Alert | |
| 07/14/2023 | CCCS | Buy Now | CCC Intelligent Solutions | — | — | $10 → $12 | Maintains | Equal-Weight | Get Alert | |
| 07/14/2023 | ANSS | Buy Now | Ansys | — | — | $292 → $303 | Maintains | Underweight | Get Alert | |
| 07/14/2023 | ALKT | Buy Now | Alkami Technology | $21.78 | -17.36% | $14 → $18 | Maintains | Equal-Weight | Get Alert | |
| 07/14/2023 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 10.72% | $54 → $57 | Maintains | Equal-Weight | Get Alert | |
| 06/15/2023 | TYL | Buy Now | Tyler Technologies | $444.83 | -10.08% | → $400 | Maintains | Equal-Weight | Get Alert | |
| 06/06/2023 | ADBE | Buy Now | Adobe | $349.21 | 38.88% | $385 → $485 | Maintains | Overweight | Get Alert | |
| 06/02/2023 | ZS | Buy Now | Zscaler | $229.22 | -36.74% | $127 → $145 | Maintains | Equal-Weight | Get Alert | |
| 06/02/2023 | S | Buy Now | SentinelOne | $14.75 | 1.69% | $22 → $15 | Maintains | Equal-Weight | Get Alert | |
| 06/01/2023 | NCNO | Buy Now | Ncino | $24.52 | -2.12% | $26 → $24 | Maintains | Equal-Weight | Get Alert | |
| 06/01/2023 | VEEV | Buy Now | Veeva Sys | $220.11 | -7.77% | $197 → $203 | Maintains | Overweight | Get Alert | |
| 05/24/2023 | PANW | Buy Now | Palo Alto Networks | $185.27 | 32.24% | $235 → $245 | Maintains | Overweight | Get Alert | |
| 05/22/2023 | S | Buy Now | SentinelOne | $14.75 | 49.15% | $17 → $22 | Maintains | Equal-Weight | Get Alert | |
| 05/12/2023 | ZS | Buy Now | Zscaler | $229.22 | -44.59% | $135 → $127 | Maintains | Equal-Weight | Get Alert | |
| 05/12/2023 | PANW | Buy Now | Palo Alto Networks | $185.27 | 26.84% | $227 → $235 | Maintains | Overweight | Get Alert | |
| 05/12/2023 | GEN | Buy Now | Gen Digital | $27.56 | -20.17% | $24 → $22 | Maintains | Overweight | Get Alert | |
| 05/12/2023 | CYBR | Buy Now | CyberArk Software | $448.85 | -60.34% | $175 → $178 | Maintains | Overweight | Get Alert | |
| 05/11/2023 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 4.9% | $52 → $54 | Maintains | Equal-Weight | Get Alert | |
| 05/10/2023 | RPD | Buy Now | Rapid7 | $15.73 | 198.79% | $58 → $47 | Maintains | Equal-Weight | Get Alert | |
| 05/08/2023 | DH | Buy Now | Definitive Healthcare | $2.30 | 334.78% | $11 → $10 | Maintains | Equal-Weight | Get Alert | |
| 05/02/2023 | CHKP | Buy Now | Check Point Software | $187.29 | -32.19% | $137 → $127 | Maintains | Equal-Weight | Get Alert | |
| 04/28/2023 | TYL | Buy Now | Tyler Technologies | $444.83 | -6.71% | $370 → $415 | Maintains | Equal-Weight | Get Alert | |
| 04/27/2023 | PTC | Buy Now | PTC | $175.07 | -13.18% | $150 → $152 | Maintains | Overweight | Get Alert | |
| 04/25/2023 | TENB | Buy Now | Tenable Holdings | $24.75 | 77.78% | $50 → $44 | Maintains | Overweight | Get Alert | |
| 04/13/2023 | TYL | Buy Now | Tyler Technologies | $444.83 | -16.82% | $350 → $370 | Maintains | Equal-Weight | Get Alert | |
| 04/13/2023 | PWSC | Buy Now | PowerSchool Holdings | — | — | $28 → $24 | Maintains | Overweight | Get Alert | |
| 04/13/2023 | GEN | Buy Now | Gen Digital | $27.56 | -12.92% | $29 → $24 | Maintains | Overweight | Get Alert | |
| 04/13/2023 | FTNT | Buy Now | Fortinet | $81.05 | -7.46% | $68 → $75 | Maintains | Overweight | Get Alert | |
| 04/13/2023 | CYBR | Buy Now | CyberArk Software | $448.85 | -61.01% | $158 → $175 | Maintains | Overweight | Get Alert | |
| 04/13/2023 | ANSS | Buy Now | Ansys | — | — | $266 → $292 | Maintains | Underweight | Get Alert | |
| 04/13/2023 | ALKT | Buy Now | Alkami Technology | $21.78 | -35.72% | $17 → $14 | Maintains | Equal-Weight | Get Alert | |
| 04/05/2023 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -66.6% | $165 → $162 | Maintains | Overweight | Get Alert | |
| 03/29/2023 | NCNO | Buy Now | Ncino | $24.52 | 6.04% | $35 → $26 | Maintains | Equal-Weight | Get Alert | |
| 03/24/2023 | SCWX | Buy Now | SecureWorks | — | — | $9 → $8 | Maintains | Underweight | Get Alert | |
| 03/15/2023 | VRNS | Buy Now | Varonis Systems | $33.00 | -9.09% | $29 → $30 | Maintains | Equal-Weight | Get Alert | |
| 03/08/2023 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -65.98% | $155 → $165 | Maintains | Overweight | Get Alert | |
| 03/06/2023 | S | Buy Now | SentinelOne | $14.75 | 15.25% | $18 → $17 | Maintains | Equal-Weight | Get Alert | |
| 03/02/2023 | VEEV | Buy Now | Veeva Sys | $220.11 | -10.5% | $205 → $197 | Maintains | Overweight | Get Alert | |
| 03/02/2023 | MLNK | Buy Now | MeridianLink | — | — | $14 → $15 | Maintains | Underweight | Get Alert | |
| 02/23/2023 | PWSC | Buy Now | PowerSchool Holdings | — | — | $26 → $28 | Maintains | Overweight | Get Alert | |
| 02/22/2023 | PANW | Buy Now | Palo Alto Networks | $185.27 | 22.52% | $215 → $227 | Maintains | Overweight | Get Alert | |
| 02/14/2023 | ADSK | Buy Now | Autodesk | $294.05 | -12.6% | $225 → $257 | Maintains | Overweight | Get Alert | |
| 02/10/2023 | CYBR | Buy Now | CyberArk Software | $448.85 | -64.8% | $150 → $158 | Maintains | Overweight | Get Alert | |
| 02/09/2023 | FTNT | Buy Now | Fortinet | $81.05 | -16.1% | $56 → $68 | Maintains | Overweight | Get Alert | |
| 02/09/2023 | RPD | Buy Now | Rapid7 | $15.73 | 268.72% | $37 → $58 | Maintains | Equal-Weight | Get Alert | |
| 02/08/2023 | TENB | Buy Now | Tenable Holdings | $24.75 | 102.02% | $42 → $50 | Maintains | Overweight | Get Alert | |
| 02/02/2023 | PTC | Buy Now | PTC | $175.07 | -14.32% | $144 → $150 | Maintains | Overweight | Get Alert | |
| 01/11/2023 | CYBR | Buy Now | CyberArk Software | $448.85 | -66.58% | $168 → $150 | Maintains | Overweight | Get Alert | |
| 01/11/2023 | TYL | Buy Now | Tyler Technologies | $444.83 | -21.32% | $365 → $350 | Maintains | Equal-Weight | Get Alert | |
| 01/11/2023 | VRNS | Buy Now | Varonis Systems | $33.00 | -21.21% | $22 → $26 | Maintains | Equal-Weight | Get Alert | |
| 01/11/2023 | MLNK | Buy Now | MeridianLink | — | — | $17 → $14 | Downgrade | Equal-Weight → Underweight | Get Alert | |
| 01/11/2023 | DCT | Buy Now | DUCK CREEK TECHNOLOGIES INC COM | — | — | $14 → $19 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 01/11/2023 | TENB | Buy Now | Tenable Holdings | $24.75 | 69.7% | $40 → $42 | Maintains | Overweight | Get Alert | |
| 01/11/2023 | PWSC | Buy Now | PowerSchool Holdings | — | — | $20 → $26 | Maintains | Overweight | Get Alert | |
| 01/11/2023 | PTC | Buy Now | PTC | $175.07 | -17.75% | $148 → $144 | Maintains | Overweight | Get Alert | |
| 01/11/2023 | FTNT | Buy Now | Fortinet | $81.05 | -30.91% | $57 → $56 | Maintains | Overweight | Get Alert | |
| 01/11/2023 | ANSS | Buy Now | Ansys | — | — | $200 → $226 | Maintains | Underweight | Get Alert | |
| 01/04/2023 | VEEV | Buy Now | Veeva Sys | $220.11 | -6.86% | → $205 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 01/04/2023 | RPD | Buy Now | Rapid7 | $15.73 | 135.22% | $40 → $37 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 12/16/2022 | ADBE | Buy Now | Adobe | $349.21 | -2.64% | $330 → $340 | Maintains | Equal-Weight | Get Alert | |
| 12/07/2022 | S | Buy Now | SentinelOne | $14.75 | 22.03% | $20 → $18 | Maintains | Equal-Weight | Get Alert | |
| 12/02/2022 | ZS | Buy Now | Zscaler | $229.22 | -37.61% | $160 → $143 | Maintains | Equal-Weight | Get Alert | |
| 12/02/2022 | SCWX | Buy Now | SecureWorks | — | — | $11 → $9 | Maintains | Underweight | Get Alert | |
| 11/30/2022 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -68.04% | $180 → $155 | Maintains | Overweight | Get Alert | |
| 11/29/2022 | S | Buy Now | SentinelOne | $14.75 | 35.59% | $33 → $20 | Maintains | Equal-Weight | Get Alert | |
| 11/23/2022 | ADSK | Buy Now | Autodesk | $294.05 | -23.48% | $275 → $225 | Maintains | Overweight | Get Alert | |
| 11/22/2022 | ZS | Buy Now | Zscaler | $229.22 | -30.2% | $175 → $160 | Maintains | Equal-Weight | Get Alert | |
| 11/18/2022 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -62.89% | $225 → $180 | Maintains | Overweight | Get Alert | |
| 11/18/2022 | PANW | Buy Now | Palo Alto Networks | $185.27 | 16.05% | $200 → $215 | Maintains | Overweight | Get Alert | |
| 11/17/2022 | PTC | Buy Now | PTC | $175.07 | -15.46% | $135 → $148 | Maintains | Overweight | Get Alert | |
| 11/14/2022 | PANW | Buy Now | Palo Alto Networks | $185.27 | 7.95% | $232 → $200 | Maintains | Overweight | Get Alert | |
| 11/09/2022 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 1.01% | $61 → $52 | Maintains | Equal-Weight | Get Alert | |
| 11/08/2022 | PWSC | Buy Now | PowerSchool Holdings | — | — | $19 → $20 | Maintains | Overweight | Get Alert | |
| 11/08/2022 | MLNK | Buy Now | MeridianLink | — | — | $18 → $17 | Maintains | Equal-Weight | Get Alert | |
| 11/08/2022 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 18.49% | $70 → $61 | Maintains | Equal-Weight | Get Alert | |
| 11/03/2022 | RPD | Buy Now | Rapid7 | $15.73 | 154.29% | $55 → $40 | Maintains | Overweight | Get Alert | |
| 11/01/2022 | VRNS | Buy Now | Varonis Systems | $33.00 | -33.33% | $32 → $22 | Maintains | Equal-Weight | Get Alert | |
| 10/28/2022 | TYL | Buy Now | Tyler Technologies | $444.83 | -17.95% | $400 → $365 | Maintains | Equal-Weight | Get Alert | |
| 10/28/2022 | CHKP | Buy Now | Check Point Software | $187.29 | -26.85% | $135 → $137 | Maintains | Equal-Weight | Get Alert | |
| 10/21/2022 | CCCS | Buy Now | CCC Intelligent Solutions | — | — | → $10 | Initiates | → Equal-Weight | Get Alert | |
| 10/13/2022 | ADBE | Buy Now | Adobe | $349.21 | -5.5% | $340 → $330 | Maintains | Equal-Weight | Get Alert | |
| 10/12/2022 | DCT | Buy Now | DUCK CREEK TECHNOLOGIES INC COM | — | — | $21 → $14 | Maintains | Overweight | Get Alert | |
| 10/11/2022 | TYL | Buy Now | Tyler Technologies | $444.83 | -10.08% | $410 → $400 | Maintains | Equal-Weight | Get Alert | |
| 09/16/2022 | ADBE | Buy Now | Adobe | $349.21 | -2.64% | $440 → $340 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 09/09/2022 | ZS | Buy Now | Zscaler | $229.22 | -23.65% | $168 → $175 | Maintains | Equal-Weight | Get Alert | |
| 09/08/2022 | ADBE | Buy Now | Adobe | $349.21 | 26% | $445 → $440 | Maintains | Overweight | Get Alert | |
| 09/01/2022 | S | Buy Now | SentinelOne | $14.75 | 123.73% | $31 → $33 | Maintains | Equal-Weight | Get Alert | |
| 09/01/2022 | VEEV | Buy Now | Veeva Sys | $220.11 | -6.86% | $222 → $205 | Maintains | Equal-Weight | Get Alert | |
| 08/31/2022 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -53.61% | $215 → $225 | Maintains | Overweight | Get Alert | |
| 08/25/2022 | ADSK | Buy Now | Autodesk | $294.05 | -6.48% | $263 → $275 | Maintains | Overweight | Get Alert | |
| 08/23/2022 | VEEV | Buy Now | Veeva Sys | $220.11 | 0.86% | $195 → $222 | Maintains | Equal-Weight | Get Alert | |
| 08/23/2022 | PANW | Buy Now | Palo Alto Networks | $185.27 | 275.13% | $605 → $695 | Maintains | Overweight | Get Alert | |
| 08/22/2022 | S | Buy Now | SentinelOne | $14.75 | 110.17% | $29 → $31 | Maintains | Equal-Weight | Get Alert | |
| 08/22/2022 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -55.67% | $200 → $215 | Maintains | Overweight | Get Alert | |
| 08/19/2022 | ADSK | Buy Now | Autodesk | $294.05 | -10.56% | $216 → $263 | Maintains | Overweight | Get Alert | |
| 08/11/2022 | CYBR | Buy Now | CyberArk Software | $448.85 | -61.01% | $165 → $175 | Maintains | Overweight | Get Alert | |
| 08/10/2022 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 45.69% | $63 → $75 | Maintains | Equal-Weight | Get Alert | |
| 08/09/2022 | PWSC | Buy Now | PowerSchool Holdings | — | — | $18 → $19 | Maintains | Overweight | Get Alert | |
| 08/09/2022 | PANW | Buy Now | Palo Alto Networks | $185.27 | 226.55% | $645 → $605 | Maintains | Overweight | Get Alert | |
| 08/08/2022 | DH | Buy Now | Definitive Healthcare | $2.30 | 900% | $24 → $23 | Maintains | Equal-Weight | Get Alert | |
| 08/05/2022 | ANSS | Buy Now | Ansys | — | — | $245 → $250 | Maintains | Underweight | Get Alert | |
| 08/04/2022 | FTNT | Buy Now | Fortinet | $81.05 | -5% | $80 → $77 | Maintains | Overweight | Get Alert | |
| 08/04/2022 | ALKT | Buy Now | Alkami Technology | $21.78 | -26.54% | $15 → $16 | Maintains | Equal-Weight | Get Alert | |
| 08/02/2022 | CHKP | Buy Now | Check Point Software | $187.29 | -25.25% | $145 → $140 | Maintains | Equal-Weight | Get Alert | |
| 08/02/2022 | VRNS | Buy Now | Varonis Systems | $33.00 | -3.03% | $36 → $32 | Maintains | Equal-Weight | Get Alert | |
| 07/27/2022 | TENB | Buy Now | Tenable Holdings | $24.75 | 81.82% | $58 → $45 | Maintains | Overweight | Get Alert | |
| 07/12/2022 | PING | Buy Now | Ping Identity Holding | — | — | $30 → $26 | Maintains | Overweight | Get Alert | |
| 07/12/2022 | PWSC | Buy Now | PowerSchool Holdings | — | — | $20 → $18 | Maintains | Overweight | Get Alert | |
| 07/12/2022 | PCOR | Buy Now | Procore Technologies | $72.34 | -10.15% | $70 → $65 | Maintains | Overweight | Get Alert | |
| 07/12/2022 | RPD | Buy Now | Rapid7 | $15.73 | 484.87% | $110 → $92 | Maintains | Overweight | Get Alert | |
| 07/12/2022 | TENB | Buy Now | Tenable Holdings | $24.75 | 134.34% | $65 → $58 | Maintains | Overweight | Get Alert | |
| 07/12/2022 | TYL | Buy Now | Tyler Technologies | $444.83 | -16.82% | $445 → $370 | Maintains | Equal-Weight | Get Alert | |
| 07/12/2022 | VRNS | Buy Now | Varonis Systems | $33.00 | 9.09% | $46 → $36 | Maintains | Equal-Weight | Get Alert | |
| 06/30/2022 | DCT | Buy Now | DUCK CREEK TECHNOLOGIES INC COM | — | — | $25 → $21 | Maintains | Overweight | Get Alert | |
| 06/28/2022 | FTNT | Buy Now | Fortinet | $81.05 | -1.3% | $400 → $80 | Maintains | Overweight | Get Alert | |
| 06/17/2022 | ADBE | Buy Now | Adobe | $349.21 | 27.43% | $530 → $445 | Maintains | Overweight | Get Alert | |
| 06/03/2022 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -58.76% | $182 → $200 | Maintains | Overweight | Get Alert | |
| 06/02/2022 | S | Buy Now | SentinelOne | $14.75 | 96.61% | $28 → $29 | Maintains | Equal-Weight | Get Alert | |
| 06/02/2022 | NCNO | Buy Now | Ncino | $24.52 | 59.05% | $38 → $39 | Maintains | Equal-Weight | Get Alert | |
| 05/27/2022 | ADSK | Buy Now | Autodesk | $294.05 | -26.54% | $230 → $216 | Maintains | Overweight | Get Alert | |
| 05/27/2022 | ZS | Buy Now | Zscaler | $229.22 | -26.71% | $147 → $168 | Maintains | Equal-Weight | Get Alert | |
| 05/24/2022 | NCNO | Buy Now | Ncino | $24.52 | 54.98% | $47 → $38 | Maintains | Equal-Weight | Get Alert | |
| 05/24/2022 | VEEV | Buy Now | Veeva Sys | $220.11 | -11.41% | $237 → $195 | Maintains | Equal-Weight | Get Alert | |
| 05/23/2022 | S | Buy Now | SentinelOne | $14.75 | 89.83% | $37 → $28 | Maintains | Equal-Weight | Get Alert | |
| 05/23/2022 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -62.47% | $255 → $182 | Maintains | Overweight | Get Alert | |
| 05/17/2022 | ADSK | Buy Now | Autodesk | $294.05 | -21.78% | $275 → $230 | Maintains | Overweight | Get Alert | |
| 05/13/2022 | MLNK | Buy Now | MeridianLink | — | — | $21 → $17 | Maintains | Equal-Weight | Get Alert | |
| 05/09/2022 | ALKT | Buy Now | Alkami Technology | $21.78 | -31.13% | $17 → $15 | Maintains | Equal-Weight | Get Alert | |
| 05/09/2022 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 22.38% | $70 → $63 | Maintains | Equal-Weight | Get Alert | |
| 05/05/2022 | PCOR | Buy Now | Procore Technologies | $72.34 | -3.23% | $76 → $70 | Maintains | Overweight | Get Alert | |
| 05/03/2022 | VRNS | Buy Now | Varonis Systems | $33.00 | 39.39% | $51 → $46 | Maintains | Equal-Weight | Get Alert | |
| 04/28/2022 | PTC | Buy Now | PTC | $175.07 | -31.46% | $141 → $120 | Maintains | Overweight | Get Alert | |
| 04/12/2022 | VRNS | Buy Now | Varonis Systems | $33.00 | 54.55% | $47 → $51 | Maintains | Equal-Weight | Get Alert | |
| 04/12/2022 | PCOR | Buy Now | Procore Technologies | $72.34 | 5.06% | $90 → $76 | Maintains | Overweight | Get Alert | |
| 04/12/2022 | CHKP | Buy Now | Check Point Software | $187.29 | -14.57% | $145 → $160 | Maintains | Equal-Weight | Get Alert | |
| 04/12/2022 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 35.98% | $77 → $70 | Maintains | Equal-Weight | Get Alert | |
| 04/01/2022 | NCNO | Buy Now | Ncino | $24.52 | 91.68% | $58 → $47 | Maintains | Equal-Weight | Get Alert | |
| 04/01/2022 | DCT | Buy Now | DUCK CREEK TECHNOLOGIES INC COM | — | — | $31 → $25 | Maintains | Overweight | Get Alert | |
| 03/30/2022 | DCT | Buy Now | DUCK CREEK TECHNOLOGIES INC COM | — | — | $38 → $31 | Maintains | Overweight | Get Alert | |
| 03/29/2022 | FTNT | Buy Now | Fortinet | $81.05 | 387.35% | $364 → $395 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 03/23/2022 | ADBE | Buy Now | Adobe | $349.21 | 51.77% | $540 → $530 | Maintains | Overweight | Get Alert | |
| 03/16/2022 | S | Buy Now | SentinelOne | $14.75 | 150.85% | $39 → $37 | Maintains | Overweight | Get Alert | |
| 03/15/2022 | ADBE | Buy Now | Adobe | $349.21 | 54.63% | $665 → $540 | Maintains | Overweight | Get Alert | |
| 03/14/2022 | TYL | Buy Now | Tyler Technologies | $444.83 | 0.04% | → $445 | Initiates | → Equal-Weight | Get Alert | |
| 03/11/2022 | S | Buy Now | SentinelOne | $14.75 | 164.41% | $61 → $39 | Maintains | Overweight | Get Alert | |
| 03/10/2022 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -47.42% | $250 → $255 | Maintains | Overweight | Get Alert | |
| 03/03/2022 | VEEV | Buy Now | Veeva Sys | $220.11 | 7.67% | $260 → $237 | Maintains | Equal-Weight | Get Alert | |
| 02/28/2022 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 49.57% | $90 → $77 | Maintains | Equal-Weight | Get Alert | |
| 02/28/2022 | VEEV | Buy Now | Veeva Sys | $220.11 | 18.12% | $310 → $260 | Maintains | Equal-Weight | Get Alert | |
| 02/23/2022 | PANW | Buy Now | Palo Alto Networks | $185.27 | 248.14% | $625 → $645 | Maintains | Overweight | Get Alert | |
| 02/15/2022 | ADSK | Buy Now | Autodesk | $294.05 | -1.72% | $346 → $289 | Maintains | Overweight | Get Alert | |
| 02/11/2022 | CYBR | Buy Now | CyberArk Software | $448.85 | -52.1% | $190 → $215 | Maintains | Overweight | Get Alert | |
| 02/10/2022 | RPD | Buy Now | Rapid7 | $15.73 | 675.59% | $120 → $122 | Maintains | Overweight | Get Alert | |
| 01/19/2022 | PING | Buy Now | Ping Identity Holding | — | — | $35 → $30 | Maintains | Overweight | Get Alert | |
| 01/19/2022 | MLNK | Buy Now | MeridianLink | — | — | $28 → $21 | Maintains | Equal-Weight | Get Alert | |
| 01/19/2022 | MNDT | Buy Now | Mandiant | — | — | $20 → $17 | Maintains | Underweight | Get Alert | |
| 01/19/2022 | DH | Buy Now | Definitive Healthcare | $2.30 | 1030.43% | $47 → $26 | Maintains | Equal-Weight | Get Alert | |
| 01/19/2022 | CYBR | Buy Now | CyberArk Software | $448.85 | -57.67% | $230 → $190 | Maintains | Overweight | Get Alert | |
| 01/19/2022 | ALKT | Buy Now | Alkami Technology | $21.78 | -12.76% | $33 → $19 | Maintains | Equal-Weight | Get Alert | |
| 01/19/2022 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 74.83% | $105 → $90 | Maintains | Equal-Weight | Get Alert | |
| 01/19/2022 | MIME | Buy Now | Mimecast | — | — | — | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 01/11/2022 | NCNO | Buy Now | Ncino | $24.52 | 136.54% | $70 → $58 | Maintains | Equal-Weight | Get Alert | |
| 01/07/2022 | DCT | Buy Now | DUCK CREEK TECHNOLOGIES INC COM | — | — | $41 → $38 | Maintains | Overweight | Get Alert | |
| 12/17/2021 | ADBE | Buy Now | Adobe | $349.21 | 90.43% | $740 → $665 | Maintains | Overweight | Get Alert | |
| 12/16/2021 | TENB | Buy Now | Tenable Holdings | $24.75 | 150.51% | $59 → $62 | Maintains | Overweight | Get Alert | |
| 11/22/2021 | DCT | Buy Now | DUCK CREEK TECHNOLOGIES INC COM | — | — | → $41 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 11/05/2021 | PCOR | Buy Now | Procore Technologies | $72.34 | 56.21% | $111 → $113 | Maintains | Overweight | Get Alert | |
| 11/05/2021 | FTNT | Buy Now | Fortinet | $81.05 | 338% | $320 → $355 | Maintains | Equal-Weight | Get Alert | |
| 11/05/2021 | CYBR | Buy Now | CyberArk Software | $448.85 | -48.76% | $200 → $230 | Maintains | Overweight | Get Alert | |
| 11/05/2021 | ANSS | Buy Now | Ansys | — | — | $275 → $305 | Maintains | Underweight | Get Alert | |
| 10/15/2021 | DCT | Buy Now | DUCK CREEK TECHNOLOGIES INC COM | — | — | $43 → $41 | Maintains | Equal-Weight | Get Alert | |
| 10/13/2021 | TUFN | Buy Now | Tufin Software | — | — | $14 → $12 | Maintains | Equal-Weight | Get Alert | |
| 10/13/2021 | PTC | Buy Now | PTC | $175.07 | -14.89% | $161 → $149 | Maintains | Overweight | Get Alert | |
| 10/13/2021 | PWSC | Buy Now | PowerSchool Holdings | — | — | $38 → $33 | Maintains | Overweight | Get Alert | |
| 10/13/2021 | MIME | Buy Now | Mimecast | — | — | $70 → $75 | Maintains | Overweight | Get Alert | |
| 10/13/2021 | MLNK | Buy Now | MeridianLink | — | — | $33 → $27 | Maintains | Equal-Weight | Get Alert | |
| 10/13/2021 | MNDT | Buy Now | Mandiant | — | — | $20 → $19 | Maintains | Underweight | Get Alert | |
| 10/13/2021 | FTNT | Buy Now | Fortinet | $81.05 | 294.82% | $305 → $320 | Maintains | Equal-Weight | Get Alert | |
| 10/13/2021 | MSP | Buy Now | Datto Holding | — | — | $34 → $31 | Maintains | Overweight | Get Alert | |
| 10/13/2021 | CYBR | Buy Now | CyberArk Software | $448.85 | -55.44% | $180 → $200 | Maintains | Overweight | Get Alert | |
| 10/13/2021 | ALKT | Buy Now | Alkami Technology | $21.78 | 51.52% | $40 → $33 | Maintains | Equal-Weight | Get Alert | |
| 10/11/2021 | DH | Buy Now | Definitive Healthcare | $2.30 | 1943.48% | → $47 | Initiates | → Equal-Weight | Get Alert | |
| 09/16/2021 | ADBE | Buy Now | Adobe | $349.21 | 111.91% | $660 → $740 | Maintains | Overweight | Get Alert | |
| 09/14/2021 | PANW | Buy Now | Palo Alto Networks | $185.27 | 231.95% | $535 → $615 | Maintains | Overweight | Get Alert | |
| 09/09/2021 | S | Buy Now | SentinelOne | $14.75 | 408.47% | $68 → $75 | Maintains | Overweight | Get Alert | |
| 09/09/2021 | ZS | Buy Now | Zscaler | $229.22 | 26.08% | $206 → $289 | Maintains | Equal-Weight | Get Alert | |
| 09/08/2021 | MLNK | Buy Now | MeridianLink | — | — | $30 → $33 | Maintains | Equal-Weight | Get Alert | |
| 09/02/2021 | NCNO | Buy Now | Ncino | $24.52 | 218.11% | $75 → $78 | Maintains | Equal-Weight | Get Alert | |
| 08/30/2021 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -34.02% | $240 → $320 | Maintains | Overweight | Get Alert | |
| 08/24/2021 | ADSK | Buy Now | Autodesk | $294.05 | 25.83% | $340 → $370 | Maintains | Overweight | Get Alert | |
| 08/24/2021 | PANW | Buy Now | Palo Alto Networks | $185.27 | 188.77% | $500 → $535 | Maintains | Overweight | Get Alert | |
| 08/23/2021 | MLNK | Buy Now | MeridianLink | — | — | → $30 | Initiates | → Equal-Weight | Get Alert | |
| 08/23/2021 | PWSC | Buy Now | PowerSchool Holdings | — | — | → $32 | Initiates | → Overweight | Get Alert | |
| 08/13/2021 | CYBR | Buy Now | CyberArk Software | $448.85 | -59.9% | $171 → $180 | Maintains | Overweight | Get Alert | |
| 08/06/2021 | PCOR | Buy Now | Procore Technologies | $72.34 | 53.44% | $104 → $111 | Maintains | Overweight | Get Alert | |
| 08/06/2021 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 103.96% | $100 → $105 | Maintains | Equal-Weight | Get Alert | |
| 08/03/2021 | VRNS | Buy Now | Varonis Systems | $33.00 | 100% | $64 → $66 | Maintains | Equal-Weight | Get Alert | |
| 07/26/2021 | S | Buy Now | SentinelOne | $14.75 | 286.44% | → $57 | Initiates | → Overweight | Get Alert | |
| 07/15/2021 | FTNT | Buy Now | Fortinet | $81.05 | 220.79% | $230 → $260 | Maintains | Equal-Weight | Get Alert | |
| 07/15/2021 | RPD | Buy Now | Rapid7 | $15.73 | 631.09% | $104 → $115 | Maintains | Overweight | Get Alert | |
| 07/12/2021 | ALRM | Buy Now | Alarm.com Holdings | $51.48 | 94.25% | → $100 | Initiates | → Equal-Weight | Get Alert | |
| 07/08/2021 | FEYE | Buy Now | FireEye | — | — | $22 → $20 | Maintains | Underweight | Get Alert | |
| 06/18/2021 | ADBE | Buy Now | Adobe | $349.21 | 89% | $605 → $660 | Maintains | Overweight | Get Alert | |
| 06/14/2021 | PCOR | Buy Now | Procore Technologies | $72.34 | 43.77% | → $104 | Initiates | → Overweight | Get Alert | |
| 05/28/2021 | ADSK | Buy Now | Autodesk | $294.05 | 15.63% | $335 → $340 | Maintains | Overweight | Get Alert | |
| 05/28/2021 | VEEV | Buy Now | Veeva Sys | $220.11 | 45.38% | $310 → $320 | Maintains | Equal-Weight | Get Alert | |
| 05/26/2021 | ZS | Buy Now | Zscaler | $229.22 | -10.13% | $190 → $206 | Maintains | Equal-Weight | Get Alert | |
| 05/24/2021 | ZS | Buy Now | Zscaler | $229.22 | -17.11% | $225 → $190 | Maintains | Equal-Weight | Get Alert | |
| 05/19/2021 | PANW | Buy Now | Palo Alto Networks | $185.27 | 169.88% | $565 → $500 | Maintains | Overweight | Get Alert | |
| 05/10/2021 | ALKT | Buy Now | Alkami Technology | $21.78 | 115.79% | → $47 | Initiates | → Equal-Weight | Get Alert | |
| 04/28/2021 | FEYE | Buy Now | FireEye | — | — | $21 → $22 | Maintains | Underweight | Get Alert | |
| 04/21/2021 | JCOM | Buy Now | J2 Global | — | — | $130 → $152 | Maintains | Equal-Weight | Get Alert | |
| 04/16/2021 | PTC | Buy Now | PTC | $175.07 | -8.04% | $145 → $161 | Maintains | Overweight | Get Alert | |
| 04/16/2021 | FTNT | Buy Now | Fortinet | $81.05 | 159.1% | $202 → $210 | Maintains | Equal-Weight | Get Alert | |
| 03/29/2021 | NCNO | Buy Now | Ncino | $24.52 | 205.87% | $92 → $75 | Maintains | Equal-Weight | Get Alert | |
| 03/11/2021 | CYBR | Buy Now | CyberArk Software | $448.85 | -58.78% | $181 → $185 | Maintains | Overweight | Get Alert | |
| 03/10/2021 | FTNT | Buy Now | Fortinet | $81.05 | 149.23% | $173 → $202 | Maintains | Equal-Weight | Get Alert | |
| 02/23/2021 | PANW | Buy Now | Palo Alto Networks | $185.27 | 204.96% | $420 → $565 | Maintains | Overweight | Get Alert | |
| 02/22/2021 | TENB | Buy Now | Tenable Holdings | $24.75 | 118.18% | → $54 | Initiates | → Overweight | Get Alert | |
| 02/16/2021 | JCOM | Buy Now | J2 Global | — | — | $110 → $130 | Maintains | Equal-Weight | Get Alert | |
| 02/09/2021 | VRNS | Buy Now | Varonis Systems | $33.00 | 478.79% | $175 → $191 | Maintains | Equal-Weight | Get Alert | |
| 02/05/2021 | FTNT | Buy Now | Fortinet | $81.05 | 113.45% | $150 → $173 | Maintains | Equal-Weight | Get Alert | |
| 12/17/2020 | VRNS | Buy Now | Varonis Systems | $33.00 | 354.55% | → $150 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 12/17/2020 | PS | Buy Now | Pluralsight | — | — | → $20 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 12/17/2020 | MSP | Buy Now | Datto Holding | — | — | $35 → $35 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 11/20/2020 | FEYE | Buy Now | FireEye | — | — | → $17 | Downgrade | Equal-Weight → Underweight | Get Alert | |
| 11/16/2020 | MSP | Buy Now | Datto Holding | — | — | → $35 | Initiates | → Equal-Weight | Get Alert | |
| 09/16/2020 | ADBE | Buy Now | Adobe | $349.21 | 71.82% | $530 → $600 | Maintains | Overweight | Get Alert | |
| 09/15/2020 | CYBR | Buy Now | CyberArk Software | $448.85 | -71.04% | → $130 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 09/09/2020 | ADBE | Buy Now | Adobe | $349.21 | 51.77% | $450 → $530 | Maintains | Overweight | Get Alert | |
| 09/08/2020 | DCT | Buy Now | DUCK CREEK TECHNOLOGIES INC COM | — | — | — | Initiates | → Equal-Weight | Get Alert | |
| 09/03/2020 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -69.07% | $130 → $150 | Maintains | Overweight | Get Alert | |
| 09/03/2020 | ZS | Buy Now | Zscaler | $229.22 | -30.63% | $89 → $159 | Maintains | Equal-Weight | Get Alert | |
| 07/29/2020 | FEYE | Buy Now | FireEye | — | — | $12 → $17 | Maintains | Equal-Weight | Get Alert | |
| 07/20/2020 | VRNS | Buy Now | Varonis Systems | $33.00 | 263.64% | $110 → $120 | Maintains | Overweight | Get Alert | |
| 07/20/2020 | RPD | Buy Now | Rapid7 | $15.73 | 313.22% | $58 → $65 | Maintains | Overweight | Get Alert | |
| 07/20/2020 | PTC | Buy Now | PTC | $175.07 | -46.31% | $82 → $94 | Maintains | Overweight | Get Alert | |
| 07/20/2020 | NUAN | Buy Now | Nuance Communications | — | — | $23 → $30 | Maintains | Overweight | Get Alert | |
| 07/20/2020 | MIME | Buy Now | Mimecast | — | — | $46 → $48 | Maintains | Overweight | Get Alert | |
| 07/20/2020 | JCOM | Buy Now | J2 Global | — | — | $84 → $79 | Maintains | Equal-Weight | Get Alert | |
| 07/20/2020 | CHKP | Buy Now | Check Point Software | $187.29 | -33.26% | $114 → $125 | Maintains | Equal-Weight | Get Alert | |
| 07/20/2020 | ANSS | Buy Now | Ansys | — | — | $210 → $224 | Maintains | Underweight | Get Alert | |
| 06/23/2020 | TUFN | Buy Now | Tufin Software | — | — | → $11 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 06/23/2020 | VRNS | Buy Now | Varonis Systems | $33.00 | 233.33% | → $110 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 06/17/2020 | PS | Buy Now | Pluralsight | — | — | $19 → $22 | Maintains | Overweight | Get Alert | |
| 06/03/2020 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -76.49% | $100 → $114 | Maintains | Overweight | Get Alert | |
| 05/27/2020 | VEEV | Buy Now | Veeva Sys | $220.11 | -9.14% | $176 → $200 | Maintains | Equal-Weight | Get Alert | |
| 05/22/2020 | PANW | Buy Now | Palo Alto Networks | $185.27 | 51.13% | $236 → $280 | Maintains | Overweight | Get Alert | |
| 05/07/2020 | PING | Buy Now | Ping Identity Holding | — | — | $25 → $26 | Maintains | Overweight | Get Alert | |
| 05/07/2020 | FTNT | Buy Now | Fortinet | $81.05 | 62.86% | $122 → $132 | Maintains | Equal-Weight | Get Alert | |
| 05/04/2020 | RPD | Buy Now | Rapid7 | $15.73 | 211.51% | $51 → $49 | Maintains | Overweight | Get Alert | |
| 04/02/2020 | JCOM | Buy Now | J2 Global | — | — | → $84 | Initiates | → Equal-Weight | Get Alert | |
| 02/25/2020 | PANW | Buy Now | Palo Alto Networks | $185.27 | 27.38% | $260 → $236 | Maintains | Overweight | Get Alert | |
| 02/25/2020 | ADSK | Buy Now | Autodesk | $294.05 | -27.9% | $195 → $212 | Maintains | Overweight | Get Alert | |
| 02/06/2020 | FEYE | Buy Now | FireEye | — | — | $19 → $18 | Maintains | Equal-Weight | Get Alert | |
| 01/06/2020 | NLOK | Buy Now | NortonLifeLock | — | — | → $32 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 12/13/2019 | ADBE | Buy Now | Adobe | $349.21 | 0.23% | $330 → $350 | Maintains | Overweight | Get Alert | |
| 11/27/2019 | VEEV | Buy Now | Veeva Sys | $220.11 | -20.04% | $165 → $176 | Maintains | Equal-Weight | Get Alert | |
| 11/27/2019 | ADSK | Buy Now | Autodesk | $294.05 | -33.68% | $173 → $195 | Maintains | Overweight | Get Alert | |
| 11/20/2019 | PANW | Buy Now | Palo Alto Networks | $185.27 | 42.49% | $242 → $264 | Maintains | Overweight | Get Alert | |
| 11/19/2019 | FTNT | Buy Now | Fortinet | $81.05 | 45.59% | $105 → $118 | Maintains | Equal-Weight | Get Alert | |
| 11/08/2019 | MIME | Buy Now | Mimecast | — | — | $54 → $50 | Maintains | Overweight | Get Alert | |
| 11/06/2019 | NLOK | Buy Now | NortonLifeLock | — | — | → $27 | Reinstates | → Equal-Weight | Get Alert | |
| 11/05/2019 | ADBE | Buy Now | Adobe | $349.21 | -5.5% | $325 → $330 | Maintains | Overweight | Get Alert | |
| 11/04/2019 | PTC | Buy Now | PTC | $175.07 | -53.73% | → $81 | Reinstates | → Overweight | Get Alert | |
| 10/29/2019 | CHKP | Buy Now | Check Point Software | $187.29 | -38.06% | $127 → $116 | Maintains | Equal-Weight | Get Alert | |
| 10/28/2019 | ADBE | Buy Now | Adobe | $349.21 | -6.93% | $330 → $325 | Maintains | Overweight | Get Alert | |
| 10/14/2019 | PING | Buy Now | Ping Identity Holding | — | — | → $21 | Initiates | → Overweight | Get Alert | |
| 10/07/2019 | VRNS | Buy Now | Varonis Systems | $33.00 | 106.06% | $81 → $68 | Maintains | Equal-Weight | Get Alert | |
| 10/07/2019 | PTC | Buy Now | PTC | $175.07 | -51.45% | $96 → $85 | Maintains | Overweight | Get Alert | |
| 10/07/2019 | NUAN | Buy Now | Nuance Communications | — | — | $20 → $17 | Maintains | Overweight | Get Alert | |
| 10/07/2019 | CARB | Buy Now | Carbonite | — | — | $20 → $16 | Maintains | Underweight | Get Alert | |
| 09/11/2019 | ZS | Buy Now | Zscaler | $229.22 | -76.44% | $80 → $54 | Maintains | Equal-Weight | Get Alert | |
| 08/28/2019 | VEEV | Buy Now | Veeva Sys | $220.11 | -25.04% | $151 → $165 | Maintains | Equal-Weight | Get Alert | |
| 08/28/2019 | ADSK | Buy Now | Autodesk | $294.05 | -41.17% | $199 → $173 | Maintains | Overweight | Get Alert | |
| 07/26/2019 | CARB | Buy Now | Carbonite | — | — | $32 → $20 | Downgrade | Overweight → Underweight | Get Alert | |
| 07/19/2019 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -80.62% | $80 → $94 | Maintains | Overweight | Get Alert | |
| 07/08/2019 | CRWD | Buy Now | CrowdStrike Holdings | $485.00 | -83.51% | → $80 | Initiates | → Overweight | Get Alert | |
| 06/19/2019 | ADBE | Buy Now | Adobe | $349.21 | -5.5% | $304 → $330 | Maintains | Overweight | Get Alert | |
| 05/30/2019 | VEEV | Buy Now | Veeva Sys | $220.11 | -31.4% | $144 → $151 | Maintains | Equal-Weight | Get Alert | |
| 05/30/2019 | PANW | Buy Now | Palo Alto Networks | $185.27 | 30.62% | $303 → $242 | Maintains | Overweight | Get Alert | |
| 05/28/2019 | ZS | Buy Now | Zscaler | $229.22 | -65.1% | $55 → $80 | Maintains | Equal-Weight | Get Alert | |
| 05/06/2019 | TUFN | Buy Now | Tufin Software | — | — | → $29 | Initiates | → Overweight | Get Alert | |
| 04/12/2019 | RPD | Buy Now | Rapid7 | $15.73 | 287.79% | $48 → $61 | Maintains | Overweight | Get Alert | |
| 04/12/2019 | CHKP | Buy Now | Check Point Software | $187.29 | -27.92% | $120 → $135 | Maintains | Equal-Weight | Get Alert | |
| 03/01/2019 | ZS | Buy Now | Zscaler | $229.22 | -76.01% | $42 → $55 | Maintains | Equal-Weight | Get Alert | |
| 03/01/2019 | ADSK | Buy Now | Autodesk | $294.05 | -32.32% | $192 → $199 | Maintains | Overweight | Get Alert | |
| 02/27/2019 | VEEV | Buy Now | Veeva Sys | $220.11 | -39.58% | $130 → $133 | Maintains | Equal-Weight | Get Alert | |
| 02/20/2019 | VEEV | Buy Now | Veeva Sys | $220.11 | -40.94% | → $130 | Initiates | → Equal-Weight | Get Alert | |
| 01/09/2019 | CARB | Buy Now | Carbonite | — | — | — | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 10/26/2018 | ELLI | Buy Now | Ellie Mae | — | — | $102 → $66 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 10/16/2018 | ADBE | Buy Now | Adobe | $349.21 | -12.95% | $297 → $304 | Maintains | Overweight | Get Alert | |
| 09/07/2018 | TDC | Buy Now | Teradata | $29.85 | 13.9% | $31 → $34 | Maintains | Underweight | Get Alert | |
| 09/07/2018 | PANW | Buy Now | Palo Alto Networks | $185.27 | 41.95% | $245 → $263 | Maintains | Overweight | Get Alert | |
| 08/30/2018 | PS | Buy Now | Pluralsight | — | — | $31 → $39 | Maintains | Overweight | Get Alert | |
| 08/24/2018 | ADSK | Buy Now | Autodesk | $294.05 | -43.55% | $152 → $166 | Maintains | Overweight | Get Alert | |
| 08/09/2018 | NUAN | Buy Now | Nuance Communications | — | — | $18 → $20 | Maintains | Overweight | Get Alert | |
| 08/08/2018 | ANSS | Buy Now | Ansys | — | — | $152 → $162 | Maintains | Underweight | Get Alert | |
| 08/06/2018 | SYMC | Buy Now | Symantec | — | — | $23 → $21 | Maintains | Equal-Weight | Get Alert | |
| 08/02/2018 | PS | Buy Now | Pluralsight | — | — | $30 → $31 | Maintains | Overweight | Get Alert | |
| 08/02/2018 | FTNT | Buy Now | Fortinet | $81.05 | -7.46% | $63 → $75 | Maintains | Equal-Weight | Get Alert | |
| 07/31/2018 | VRNS | Buy Now | Varonis Systems | $33.00 | 124.24% | $79 → $74 | Maintains | Equal-Weight | Get Alert | |
| 07/24/2018 | CARB | Buy Now | Carbonite | — | — | $38 → $41 | Maintains | Equal-Weight | Get Alert | |
| 07/12/2018 | VRNS | Buy Now | Varonis Systems | $33.00 | 139.39% | $67 → $79 | Maintains | Equal-Weight | Get Alert | |
| 07/12/2018 | CARB | Buy Now | Carbonite | — | — | $34 → $38 | Maintains | Equal-Weight | Get Alert | |
| 06/13/2018 | PTC | Buy Now | PTC | $175.07 | -41.17% | $88 → $103 | Maintains | Overweight | Get Alert | |
| 06/12/2018 | ADBE | Buy Now | Adobe | $349.21 | -22.68% | $260 → $270 | Maintains | Overweight | Get Alert | |
| 06/11/2018 | PS | Buy Now | Pluralsight | — | — | → $30 | Initiates | → Overweight | Get Alert | |
| 06/07/2018 | ZS | Buy Now | Zscaler | $229.22 | -84.29% | $30 → $36 | Maintains | Equal-Weight | Get Alert | |
| 05/30/2018 | PANW | Buy Now | Palo Alto Networks | $185.27 | 26.84% | $206 → $235 | Maintains | Overweight | Get Alert | |
| 05/03/2018 | FEYE | Buy Now | FireEye | — | — | $17 → $20 | Maintains | Equal-Weight | Get Alert | |
| 05/01/2018 | VRNS | Buy Now | Varonis Systems | $33.00 | 103.03% | $65 → $67 | Maintains | Equal-Weight | Get Alert | |
| 04/26/2018 | CHKP | Buy Now | Check Point Software | $187.29 | -44.47% | $106 → $104 | Maintains | Equal-Weight | Get Alert | |
| 04/19/2018 | PTC | Buy Now | PTC | $175.07 | -49.73% | $86 → $88 | Maintains | Overweight | Get Alert | |
| 04/10/2018 | ZS | Buy Now | Zscaler | $229.22 | -86.91% | → $30 | Initiates | → Equal-Weight | Get Alert | |
| 03/29/2018 | ADSK | Buy Now | Autodesk | $294.05 | -48.31% | $140 → $152 | Maintains | Overweight | Get Alert | |
| 03/16/2018 | ADBE | Buy Now | Adobe | $349.21 | -25.55% | $250 → $260 | Maintains | Overweight | Get Alert | |
| 03/15/2018 | ADBE | Buy Now | Adobe | $349.21 | -28.41% | $221 → $250 | Maintains | Overweight | Get Alert | |
| 03/07/2018 | ADSK | Buy Now | Autodesk | $294.05 | -52.39% | $135 → $140 | Maintains | Overweight | Get Alert | |
| 02/27/2018 | PANW | Buy Now | Palo Alto Networks | $185.27 | 11.19% | $173 → $206 | Maintains | Overweight | Get Alert | |
| 02/13/2018 | VRNS | Buy Now | Varonis Systems | $33.00 | 75.76% | $54 → $58 | Maintains | Equal-Weight | Get Alert | |
| 02/13/2018 | MIME | Buy Now | Mimecast | — | — | $34 → $36 | Maintains | Overweight | Get Alert | |
| 02/09/2018 | FEYE | Buy Now | FireEye | — | — | $16 → $17 | Maintains | Equal-Weight | Get Alert | |
| 02/06/2018 | FTNT | Buy Now | Fortinet | $81.05 | -38.31% | $48 → $50 | Maintains | Equal-Weight | Get Alert | |
| 02/01/2018 | SYMC | Buy Now | Symantec | — | — | $36 → $34 | Maintains | Overweight | Get Alert | |
| 01/09/2018 | FTNT | Buy Now | Fortinet | $81.05 | — | — | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 01/09/2018 | ELLI | Buy Now | Ellie Mae | — | — | — | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 11/09/2017 | MIME | Buy Now | Mimecast | — | — | $31 → $34 | Maintains | Overweight | Get Alert | |
| 11/01/2017 | CHKP | Buy Now | Check Point Software | $187.29 | -43.4% | $110 → $106 | Maintains | Equal-Weight | Get Alert | |
| 10/27/2017 | ELLI | Buy Now | Ellie Mae | — | — | $92 → $100 | Maintains | Equal-Weight | Get Alert | |
| 10/26/2017 | PTC | Buy Now | PTC | $175.07 | -60.59% | $65 → $69 | Maintains | Overweight | Get Alert | |
| 10/19/2017 | ADBE | Buy Now | Adobe | $349.21 | -48.17% | $167 → $181 | Maintains | Overweight | Get Alert | |
| 10/13/2017 | SCWX | Buy Now | SecureWorks | — | — | — | Downgrade | Equal-Weight → Underweight | Get Alert | |
| 09/15/2017 | ANSS | Buy Now | Ansys | — | — | $115 → $113 | Maintains | Underweight | Get Alert | |
| 09/01/2017 | PANW | Buy Now | Palo Alto Networks | $185.27 | -13.1% | $158 → $161 | Maintains | Overweight | Get Alert | |
| 08/25/2017 | ADSK | Buy Now | Autodesk | $294.05 | -57.49% | $120 → $125 | Maintains | Overweight | Get Alert | |
| 08/18/2017 | ADSK | Buy Now | Autodesk | $294.05 | -59.19% | $114 → $120 | Maintains | Overweight | Get Alert | |
| 08/09/2017 | NUAN | Buy Now | Nuance Communications | — | — | $22 → $21 | Maintains | Overweight | Get Alert | |
| 08/08/2017 | MIME | Buy Now | Mimecast | — | — | $30 → $31 | Maintains | Overweight | Get Alert | |
| 08/04/2017 | VRNS | Buy Now | Varonis Systems | $33.00 | 42.42% | $45 → $47 | Maintains | Equal-Weight | Get Alert | |
| 08/04/2017 | CARB | Buy Now | Carbonite | — | — | $26 → $27 | Maintains | Equal-Weight | Get Alert | |
| 08/03/2017 | SYMC | Buy Now | Symantec | — | — | $38 → $36 | Maintains | Overweight | Get Alert | |
| 08/02/2017 | FEYE | Buy Now | FireEye | — | — | $14 → $16 | Maintains | Equal-Weight | Get Alert | |
| 06/26/2017 | CARB | Buy Now | Carbonite | — | — | → $26 | Initiates | → Equal-Weight | Get Alert | |
| 05/30/2017 | SYMC | Buy Now | Symantec | — | — | — | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 05/02/2017 | ADBE | Buy Now | Adobe | $349.21 | -55.61% | → $155 | Initiates | → Overweight | Get Alert | |
| 04/28/2017 | CHKP | Buy Now | Check Point Software | $187.29 | — | — | Upgrade | Underweight → Equal-Weight | Get Alert | |
| 03/30/2017 | SCWX | Buy Now | SecureWorks | — | — | $15 → $12 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 02/10/2017 | SYMC | Buy Now | Symantec | — | — | — | Reinstates | → Equal-Weight | Get Alert | |
| 01/06/2017 | ANSS | Buy Now | Ansys | — | — | — | Downgrade | Equal-Weight → Underweight | Get Alert | |
| 01/06/2017 | NUAN | Buy Now | Nuance Communications | — | — | $17 → $19 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 11/22/2016 | PANW | Buy Now | Palo Alto Networks | $185.27 | -5.54% | $200 → $175 | Maintains | Overweight | Get Alert | |
| 10/12/2016 | FTNT | Buy Now | Fortinet | $81.05 | — | — | Maintains | Overweight | Get Alert | |
| 10/03/2016 | MIME | Buy Now | Mimecast | — | — | $16 → $22 | Maintains | Overweight | Get Alert | |
| 09/19/2016 | SYMC | Buy Now | Symantec | — | — | $24 → $26 | Maintains | Equal-Weight | Get Alert | |
| 08/31/2016 | PANW | Buy Now | Palo Alto Networks | $185.27 | 7.95% | $184 → $200 | Maintains | Overweight | Get Alert | |
| 08/26/2016 | ADSK | Buy Now | Autodesk | $294.05 | -74.49% | $70 → $75 | Maintains | Overweight | Get Alert | |
| 08/09/2016 | RPD | Buy Now | Rapid7 | $15.73 | 8.07% | $15 → $17 | Maintains | Overweight | Get Alert | |
| 08/09/2016 | NUAN | Buy Now | Nuance Communications | — | — | $20 → $19 | Maintains | Equal-Weight | Get Alert | |
| 08/09/2016 | MIME | Buy Now | Mimecast | — | — | $13 → $16 | Maintains | Overweight | Get Alert | |
| 08/05/2016 | ANSS | Buy Now | Ansys | — | — | $86 → $94 | Maintains | Equal-Weight | Get Alert | |
| 08/05/2016 | SYMC | Buy Now | Symantec | — | — | → $24 | Assumes | → Equal-Weight | Get Alert | |
| 07/29/2016 | ELLI | Buy Now | Ellie Mae | — | — | $97 → $110 | Maintains | Equal-Weight | Get Alert | |
| 07/15/2016 | VRNS | Buy Now | Varonis Systems | $33.00 | -18.18% | $20 → $27 | Maintains | Equal-Weight | Get Alert | |
| 07/05/2016 | ELLI | Buy Now | Ellie Mae | — | — | → $97 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 05/27/2016 | PANW | Buy Now | Palo Alto Networks | $185.27 | -0.69% | → $184 | Maintains | Overweight | Get Alert | |
| 05/17/2016 | SCWX | Buy Now | SecureWorks | — | — | → $16 | Initiates | → Overweight | Get Alert | |
| 04/15/2016 | NUAN | Buy Now | Nuance Communications | — | — | → $22 | Initiates | → Equal-Weight | Get Alert | |
| 03/17/2016 | VRNS | Buy Now | Varonis Systems | $33.00 | -39.39% | $17 → $20 | Maintains | Equal-Weight | Get Alert | |
| 03/09/2016 | FEYE | Buy Now | FireEye | — | — | $18 → $21 | Maintains | Equal-Weight | Get Alert | |
| 03/02/2016 | SYMC | Buy Now | Symantec | — | — | $24 → $22 | Maintains | Equal-Weight | Get Alert | |
| 02/26/2016 | PANW | Buy Now | Palo Alto Networks | $185.27 | -0.69% | $170 → $184 | Maintains | Overweight | Get Alert | |
| 02/26/2016 | ADSK | Buy Now | Autodesk | $294.05 | -76.19% | $65 → $70 | Maintains | Overweight | Get Alert | |
| 02/22/2016 | PANW | Buy Now | Palo Alto Networks | $185.27 | -8.24% | $220 → $170 | Maintains | Overweight | Get Alert | |
| 02/22/2016 | ADSK | Buy Now | Autodesk | $294.05 | -77.89% | $70 → $65 | Maintains | Overweight | Get Alert | |
| 02/12/2016 | ELLI | Buy Now | Ellie Mae | — | — | $86 → $80 | Maintains | Overweight | Get Alert | |
| 02/12/2016 | FEYE | Buy Now | FireEye | — | — | $21 → $18 | Maintains | Equal-Weight | Get Alert | |
| 02/11/2016 | RPD | Buy Now | Rapid7 | $15.73 | -4.64% | $28 → $15 | Maintains | Overweight | Get Alert | |
| 02/10/2016 | VRNS | Buy Now | Varonis Systems | $33.00 | -48.48% | $19 → $17 | Maintains | Equal-Weight | Get Alert | |
| 01/21/2016 | FEYE | Buy Now | FireEye | — | — | $29 → $21 | Maintains | Equal-Weight | Get Alert | |
| 01/06/2016 | FTNT | Buy Now | Fortinet | $81.05 | -48.18% | $46 → $42 | Maintains | Overweight | Get Alert | |
| 01/06/2016 | CHKP | Buy Now | Check Point Software | $187.29 | -55.68% | $91 → $83 | Downgrade | Equal-Weight → Underweight | Get Alert | |
| 12/14/2015 | MIME | Buy Now | Mimecast | — | — | → $13 | Initiates | → Overweight | Get Alert | |
| 11/24/2015 | PANW | Buy Now | Palo Alto Networks | $185.27 | 18.75% | $210 → $220 | Maintains | Overweight | Get Alert | |
| 11/20/2015 | ADSK | Buy Now | Autodesk | $294.05 | -76.19% | $57 → $70 | Maintains | Overweight | Get Alert | |
| 11/05/2015 | FEYE | Buy Now | FireEye | — | — | $39 → $29 | Maintains | Equal-Weight | Get Alert | |
| 10/29/2015 | PTC | Buy Now | PTC | $175.07 | -76.58% | $38 → $41 | Maintains | Overweight | Get Alert | |
| 10/29/2015 | ELLI | Buy Now | Ellie Mae | — | — | $85 → $86 | Maintains | Overweight | Get Alert | |
| 10/09/2015 | RPD | Buy Now | Rapid7 | $15.73 | 78% | → $28 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 08/28/2015 | ADSK | Buy Now | Autodesk | $294.05 | -78.92% | $68 → $62 | Maintains | Overweight | Get Alert | |
| 08/19/2015 | RPD | Buy Now | Rapid7 | $15.73 | 78% | $24 → $28 | Maintains | Equal-Weight | Get Alert | |
| 08/19/2015 | RPD | Buy Now | Rapid7 | $15.73 | 78% | $24 → $28 | Maintains | Equal-Weight | Get Alert | |
| 08/12/2015 | SYMC | Buy Now | Symantec | — | — | $26 → $24 | Maintains | Equal-Weight | Get Alert | |
| 08/11/2015 | RPD | Buy Now | Rapid7 | $15.73 | 52.57% | → $24 | Initiates | → Equal-Weight | Get Alert | |
| 07/31/2015 | ELLI | Buy Now | Ellie Mae | — | — | $82 → $85 | Maintains | Overweight | Get Alert | |
| 07/23/2015 | FTNT | Buy Now | Fortinet | $81.05 | -34.61% | $50 → $53 | Maintains | Overweight | Get Alert | |
| 06/26/2015 | PANW | Buy Now | Palo Alto Networks | $185.27 | 13.35% | $178 → $210 | Maintains | Overweight | Get Alert | |
| 06/26/2015 | FTNT | Buy Now | Fortinet | $81.05 | -38.31% | → $50 | Initiates | → Overweight | Get Alert | |
| 06/26/2015 | FEYE | Buy Now | FireEye | — | — | $47 → $56 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 06/26/2015 | CHKP | Buy Now | Check Point Software | $187.29 | -51.95% | → $90 | Initiates | → Equal-Weight | Get Alert | |
| 06/09/2015 | ELLI | Buy Now | Ellie Mae | — | — | $70 → $75 | Maintains | Overweight | Get Alert | |
| 05/20/2015 | ADSK | Buy Now | Autodesk | $294.05 | -76.87% | $73 → $68 | Maintains | Overweight | Get Alert | |
| 05/07/2015 | VRNS | Buy Now | Varonis Systems | $33.00 | -27.27% | $35 → $24 | Maintains | Equal-Weight | Get Alert | |
| 04/10/2015 | ELLI | Buy Now | Ellie Mae | — | — | $58 → $63 | Maintains | Overweight | Get Alert | |
| 03/03/2015 | PANW | Buy Now | Palo Alto Networks | $185.27 | -8.24% | $140 → $170 | Maintains | Overweight | Get Alert | |
| 02/27/2015 | ADSK | Buy Now | Autodesk | $294.05 | -75.17% | $70 → $73 | Maintains | Overweight | Get Alert | |
| 02/18/2015 | VRNS | Buy Now | Varonis Systems | $33.00 | 6.06% | $34 → $35 | Maintains | Equal-Weight | Get Alert | |
| 02/13/2015 | ELLI | Buy Now | Ellie Mae | — | — | $50 → $58 | Maintains | Overweight | Get Alert | |
| 02/12/2015 | FEYE | Buy Now | FireEye | — | — | $35 → $42 | Maintains | Overweight | Get Alert | |
| 01/12/2015 | PTC | Buy Now | PTC | $175.07 | -77.15% | $43 → $40 | Maintains | Overweight | Get Alert | |
| 01/06/2015 | SYMC | Buy Now | Symantec | — | — | $25 → $26 | Maintains | Equal-Weight | Get Alert | |
| 01/06/2015 | PANW | Buy Now | Palo Alto Networks | $185.27 | -24.43% | $120 → $140 | Maintains | Overweight | Get Alert | |
| 01/06/2015 | VRNS | Buy Now | Varonis Systems | $33.00 | 3.03% | $31 → $34 | Downgrade | Overweight → Equal-weight | Get Alert | |
| 12/05/2014 | ELLI | Buy Now | Ellie Mae, Inc. | — | — | $39 → $50 | Maintains | Overweight | Get Alert | |
| 11/25/2014 | PANW | Buy Now | Palo Alto Networks | $185.27 | -35.23% | $112 → $120 | Maintains | Overweight | Get Alert | |
| 11/21/2014 | ADSK | Buy Now | Autodesk | $294.05 | -76.19% | $65 → $70 | Maintains | Overweight | Get Alert | |
| 11/07/2014 | VRNS | Buy Now | Varonis Systems | $33.00 | -6.06% | $34 → $31 | Maintains | Overweight | Get Alert | |
| 11/05/2014 | FEYE | Buy Now | FireEye | — | — | $40 → $35 | Maintains | Overweight | Get Alert | |
| 11/03/2014 | ELLI | Buy Now | Ellie Mae, Inc. | — | — | $42 → $39 | Maintains | Overweight | Get Alert | |
| 10/31/2014 | ELLI | Buy Now | Ellie Mae, Inc. | — | — | $42 → $39 | Maintains | Overweight | Get Alert | |
| 09/10/2014 | PANW | Buy Now | Palo Alto Networks | $185.27 | -39.55% | $110 → $112 | Maintains | Overweight | Get Alert | |
| 09/04/2014 | VRNS | Buy Now | Varonis Systems | $33.00 | 3.03% | $32 → $34 | Maintains | Overweight | Get Alert | |
| 09/04/2014 | ELLI | Buy Now | Ellie Mae, Inc. | — | — | $36 → $42 | Maintains | Overweight | Get Alert | |
| 09/04/2014 | PANW | Buy Now | Palo Alto Networks | $185.27 | -40.63% | $90 → $110 | Maintains | Overweight | Get Alert | |
| 09/04/2014 | ANSS | Buy Now | Ansys | — | — | → $90 | Initiates | → Equal-Weight | Get Alert | |
| 08/07/2014 | SYMC | Buy Now | Symantec | — | — | $23 → $25 | Maintains | Equal-Weight | Get Alert | |
| 07/24/2014 | PTC | Buy Now | PTC | $175.07 | -75.44% | $45 → $43 | Maintains | Overweight | Get Alert | |
| 07/10/2014 | PTC | Buy Now | PTC | $175.07 | -74.3% | $43 → $45 | Maintains | Overweight | Get Alert | |
| 07/10/2014 | ADSK | Buy Now | Autodesk | $294.05 | — | — | Assumes | Equal-Weight → Overweight | Get Alert | |
| 05/23/2014 | VRNS | Buy Now | Varonis Systems | $33.00 | -3.03% | $42 → $32 | Maintains | Overweight | Get Alert | |
| 05/23/2014 | FEYE | Buy Now | FireEye | — | — | $50 → $40 | Upgrade | Equal-weight → Overweight | Get Alert | |
| 05/16/2014 | ADSK | Buy Now | Autodesk | $294.05 | -82.66% | $50 → $51 | Maintains | Equal-Weight | Get Alert | |
| 04/14/2014 | PANW | Buy Now | Palo Alto Networks | $185.27 | -57.9% | → $78 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 04/11/2014 | VRNS | Buy Now | Varonis Systems | $33.00 | 27.27% | → $42 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 04/11/2014 | SYMC | Buy Now | Symantec | — | — | $26 → $23 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 03/25/2014 | VRNS | Buy Now | Varonis Systems | $33.00 | 27.27% | → $42 | Initiates | → Equal-Weight | Get Alert | |
| 01/24/2014 | FEYE | Buy Now | FireEye | — | — | $65 → $73 | Downgrade | Overweight → Equal-Weight | Get Alert | |
| 11/21/2013 | FTNT | Buy Now | Fortinet | $81.05 | -74.09% | → $21 | Initiates | → Equal-Weight | Get Alert | |
| 11/21/2013 | CHKP | Buy Now | Check Point Software | $187.29 | -59.96% | → $75 | Initiates | → Overweight | Get Alert | |
| 10/15/2013 | FEYE | Buy Now | FireEye | — | — | → $45 | Initiates | → Equal-Weight | Get Alert | |
| 01/07/2013 | ELLI | Buy Now | Ellie Mae, Inc. | — | — | $32 → $38 | Maintains | Overweight | Get Alert | |
| 01/07/2013 | ADSK | Buy Now | Autodesk | $294.05 | -85.72% | $36 → $42 | Maintains | Equal-Weight | Get Alert | |
| 01/07/2013 | SYMC | Buy Now | Symantec | — | — | $18 → $23 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 01/07/2013 | SYMC | Buy Now | Symantec | — | — | $18 → $23 | Upgrade | Equal-Weight → Overweight | Get Alert | |
| 09/11/2012 | ELLI | Buy Now | Ellie Mae Inc | — | — | $25 → $32 | Maintains | Overweight | Get Alert | |
| 08/24/2012 | ADSK | Buy Now | Autodesk | $294.05 | -87.08% | $41 → $38 | Maintains | Equal-Weight | Get Alert | |
| 08/14/2012 | PANW | Buy Now | Palo Alto Networks | $185.27 | -68.69% | → $58 | Initiates | → Equal-Weight | Get Alert | |
| 08/02/2012 | ELLI | Buy Now | Ellie Mae Inc | — | — | $20 → $25 | Maintains | Overweight | Get Alert |
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