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Raimo Lenschow's Stock Ratings
Barclays Analyst
Raimo Lenschow 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 05/03/2025
Overall Average Return
8.81%
Smart Score
Overall Average Return Percentile
61st
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 05/02/2025 | PCTY | Buy Now | Paylocity Holding | $187.33 | 11.57% | Raimo Lenschow70% | $204 → $209 | Maintains | Equal-Weight | Get Alert |
| 05/01/2025 | MSFT | Buy Now | Microsoft | $434.72 | 13.64% | Raimo Lenschow70% | $430 → $494 | Maintains | Overweight | Get Alert |
| 05/01/2025 | CFLT | Buy Now | Confluent | $19.89 | 35.75% | Raimo Lenschow70% | $29 → $27 | Maintains | Overweight | Get Alert |
| 04/24/2025 | NOW | Buy Now | ServiceNow | $977.36 | -0.86% | Raimo Lenschow70% | $967 → $969 | Maintains | Overweight | Get Alert |
| 04/24/2025 | SAP | Buy Now | SAP | $301.60 | 2.12% | Raimo Lenschow70% | $286 → $308 | Maintains | Overweight | Get Alert |
| 04/24/2025 | PEGA | Buy Now | Pegasystems | $92.16 | 4.17% | Raimo Lenschow70% | $84 → $96 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | CRWV | Buy Now | CoreWeave | $52.17 | -7.99% | Raimo Lenschow70% | → $48 | Initiates | → Overweight | Get Alert |
| 04/21/2025 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 2.86% | Raimo Lenschow70% | $13 → $9 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | TDC | Buy Now | Teradata | $22.07 | -0.32% | Raimo Lenschow70% | $25 → $22 | Maintains | Underweight | Get Alert |
| 04/21/2025 | SPT | Buy Now | Sprout Social | $21.44 | 21.27% | Raimo Lenschow70% | $34 → $26 | Maintains | Overweight | Get Alert |
| 04/21/2025 | NOW | Buy Now | ServiceNow | $977.36 | -1.06% | Raimo Lenschow70% | $1200 → $967 | Maintains | Overweight | Get Alert |
| 04/21/2025 | PEGA | Buy Now | Pegasystems | $92.16 | -8.85% | Raimo Lenschow70% | $97 → $84 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | PCTY | Buy Now | Paylocity Holding | $187.33 | 8.9% | Raimo Lenschow70% | $231 → $204 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | OTEX | Buy Now | Open Text | $26.16 | 10.86% | Raimo Lenschow70% | $36 → $29 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | MSFT | Buy Now | Microsoft | $434.72 | -1.08% | Raimo Lenschow70% | $475 → $430 | Maintains | Overweight | Get Alert |
| 04/21/2025 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 23.71% | Raimo Lenschow70% | $13 → $12 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | KVYO | Buy Now | Klaviyo | $32.83 | 6.61% | Raimo Lenschow70% | $51 → $35 | Maintains | Overweight | Get Alert |
| 04/21/2025 | JAMF | Buy Now | Jamf Holding | $11.48 | 13.24% | Raimo Lenschow70% | $16 → $13 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | IAS | Buy Now | Integral Ad Science Holdi | $7.25 | -3.45% | Raimo Lenschow70% | $14 → $7 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | DT | Buy Now | Dynatrace | $47.96 | 14.68% | Raimo Lenschow70% | $67 → $55 | Maintains | Overweight | Get Alert |
| 04/21/2025 | DV | Buy Now | DoubleVerify Holdings | $13.43 | 19.14% | Raimo Lenschow70% | $24 → $16 | Maintains | Overweight | Get Alert |
| 04/21/2025 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | 16.75% | Raimo Lenschow70% | $48 → $38 | Maintains | Overweight | Get Alert |
| 04/21/2025 | DAY | Buy Now | Dayforce | $58.85 | 3.65% | Raimo Lenschow70% | $69 → $61 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | DDOG | Buy Now | Datadog | $105.00 | 19.05% | Raimo Lenschow70% | $180 → $125 | Maintains | Overweight | Get Alert |
| 04/21/2025 | CFLT | Buy Now | Confluent | $19.89 | 45.8% | Raimo Lenschow70% | $37 → $29 | Maintains | Overweight | Get Alert |
| 04/21/2025 | BIGC | Buy Now | BigCommerce Holdings | $5.11 | 17.41% | Raimo Lenschow70% | $7 → $6 | Maintains | Underweight | Get Alert |
| 04/21/2025 | APPN | Buy Now | Appian | $31.27 | -10.46% | Raimo Lenschow70% | $37 → $28 | Maintains | Underweight | Get Alert |
| 03/28/2025 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 34.02% | Raimo Lenschow70% | $15 → $13 | Maintains | Equal-Weight | Get Alert |
| 03/13/2025 | PATH | Buy Now | UiPath | $12.00 | — | Raimo Lenschow70% | $15 → $12 | Maintains | Equal-Weight | Get Alert |
| 03/11/2025 | ORCL | Buy Now | Oracle | $150.65 | 34.08% | Raimo Lenschow70% | $212 → $202 | Maintains | Overweight | Get Alert |
| 03/06/2025 | MDB | Buy Now | MongoDB | $171.65 | 63.12% | Raimo Lenschow70% | $330 → $280 | Maintains | Overweight | Get Alert |
| 03/06/2025 | DSGX | Buy Now | Descartes Systems Gr | $107.10 | 10.18% | Raimo Lenschow70% | $125 → $118 | Maintains | Equal-Weight | Get Alert |
| 02/28/2025 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 78.7% | Raimo Lenschow70% | $25 → $24 | Maintains | Overweight | Get Alert |
| 02/28/2025 | JAMF | Buy Now | Jamf Holding | $11.48 | 39.37% | Raimo Lenschow70% | $17 → $16 | Maintains | Equal-Weight | Get Alert |
| 02/27/2025 | SNOW | Buy Now | Snowflake | $167.66 | 21.08% | Raimo Lenschow70% | $190 → $203 | Maintains | Overweight | Get Alert |
| 02/26/2025 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 48.57% | Raimo Lenschow70% | $11 → $13 | Maintains | Equal-Weight | Get Alert |
| 02/26/2025 | SPT | Buy Now | Sprout Social | $21.44 | 58.58% | Raimo Lenschow70% | $38 → $34 | Maintains | Overweight | Get Alert |
| 02/26/2025 | BASE | Buy Now | Couchbase | $17.60 | 25% | Raimo Lenschow70% | $23 → $22 | Maintains | Overweight | Get Alert |
| 02/20/2025 | KVYO | Buy Now | Klaviyo | $32.83 | 55.35% | Raimo Lenschow70% | $47 → $51 | Maintains | Overweight | Get Alert |
| 02/14/2025 | PEGA | Buy Now | Pegasystems | $92.16 | 5.25% | Raimo Lenschow70% | $103 → $97 | Maintains | Equal-Weight | Get Alert |
| 02/14/2025 | DDOG | Buy Now | Datadog | $105.00 | 71.43% | Raimo Lenschow70% | $187 → $180 | Maintains | Overweight | Get Alert |
| 02/12/2025 | FRSH | Buy Now | Freshworks | $14.70 | 36.05% | Raimo Lenschow70% | $14 → $20 | Maintains | Equal-Weight | Get Alert |
| 02/12/2025 | CFLT | Buy Now | Confluent | $19.89 | 86.02% | Raimo Lenschow70% | $35 → $37 | Maintains | Overweight | Get Alert |
| 02/12/2025 | TDC | Buy Now | Teradata | $22.07 | 13.28% | Raimo Lenschow70% | $30 → $25 | Maintains | Underweight | Get Alert |
| 02/07/2025 | PCTY | Buy Now | Paylocity Holding | $187.33 | 23.31% | Raimo Lenschow70% | $214 → $231 | Maintains | Equal-Weight | Get Alert |
| 02/07/2025 | OTEX | Buy Now | Open Text | $26.16 | 37.61% | Raimo Lenschow70% | $34 → $36 | Maintains | Equal-Weight | Get Alert |
| 02/07/2025 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 54.64% | Raimo Lenschow70% | $18 → $15 | Maintains | Equal-Weight | Get Alert |
| 02/06/2025 | DAY | Buy Now | Dayforce | $58.85 | 17.25% | Raimo Lenschow70% | $80 → $69 | Maintains | Equal-Weight | Get Alert |
| 01/31/2025 | PEGA | Buy Now | Pegasystems | $92.16 | 11.76% | Raimo Lenschow70% | $82 → $103 | Maintains | Equal-Weight | Get Alert |
| 01/30/2025 | SAP | Buy Now | SAP | $301.60 | -5.17% | Raimo Lenschow70% | $283 → $286 | Maintains | Overweight | Get Alert |
| 01/23/2025 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 25.71% | Raimo Lenschow70% | $12 → $11 | Maintains | Equal-Weight | Get Alert |
| 01/23/2025 | SAP | Buy Now | SAP | $301.60 | -6.17% | Raimo Lenschow70% | $275 → $283 | Maintains | Overweight | Get Alert |
| 01/23/2025 | PAYC | Buy Now | Paycom Software | $227.37 | -2.8% | Raimo Lenschow70% | $229 → $221 | Maintains | Equal-Weight | Get Alert |
| 01/23/2025 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 86.15% | Raimo Lenschow70% | $27 → $25 | Maintains | Overweight | Get Alert |
| 01/14/2025 | V | Buy Now | Visa | $347.60 | 3.86% | Raimo Lenschow70% | $347 → $361 | Maintains | Overweight | Get Alert |
| 01/10/2025 | PATH | Buy Now | UiPath | $12.00 | 25% | Raimo Lenschow70% | $16 → $15 | Maintains | Equal-Weight | Get Alert |
| 01/10/2025 | MDB | Buy Now | MongoDB | $171.65 | 92.25% | Raimo Lenschow70% | $400 → $330 | Maintains | Overweight | Get Alert |
| 01/10/2025 | JAMF | Buy Now | Jamf Holding | $11.48 | 48.08% | Raimo Lenschow70% | $20 → $17 | Maintains | Equal-Weight | Get Alert |
| 01/10/2025 | DAY | Buy Now | Dayforce | $58.85 | 35.94% | Raimo Lenschow70% | $84 → $80 | Maintains | Equal-Weight | Get Alert |
| 01/10/2025 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 85.57% | Raimo Lenschow70% | $20 → $18 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/10/2025 | SNOW | Buy Now | Snowflake | $167.66 | 13.32% | Raimo Lenschow70% | $190 → $190 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/10/2025 | BIGC | Buy Now | BigCommerce Holdings | $5.11 | 36.98% | Raimo Lenschow70% | $8 → $7 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 12/10/2024 | MDB | Buy Now | MongoDB | $171.65 | 133.03% | Raimo Lenschow70% | $375 → $400 | Maintains | Overweight | Get Alert |
| 12/06/2024 | SNOW | Buy Now | Snowflake | $167.66 | 13.32% | Raimo Lenschow70% | $172 → $190 | Maintains | Equal-Weight | Get Alert |
| 12/06/2024 | TDC | Buy Now | Teradata | $22.07 | 35.93% | Raimo Lenschow70% | $29 → $30 | Maintains | Underweight | Get Alert |
| 12/06/2024 | PATH | Buy Now | UiPath | $12.00 | 33.33% | Raimo Lenschow70% | $15 → $16 | Maintains | Equal-Weight | Get Alert |
| 12/06/2024 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 37.14% | Raimo Lenschow70% | $11 → $12 | Maintains | Equal-Weight | Get Alert |
| 12/06/2024 | DT | Buy Now | Dynatrace | $47.96 | 39.7% | Raimo Lenschow70% | $64 → $67 | Maintains | Overweight | Get Alert |
| 12/06/2024 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 101.04% | Raimo Lenschow70% | $23 → $27 | Maintains | Overweight | Get Alert |
| 12/06/2024 | DAY | Buy Now | Dayforce | $58.85 | 42.74% | Raimo Lenschow70% | $80 → $84 | Maintains | Equal-Weight | Get Alert |
| 12/06/2024 | DDOG | Buy Now | Datadog | $105.00 | 78.1% | Raimo Lenschow70% | $155 → $187 | Maintains | Overweight | Get Alert |
| 12/06/2024 | CFLT | Buy Now | Confluent | $19.89 | 75.97% | Raimo Lenschow70% | $32 → $35 | Maintains | Overweight | Get Alert |
| 12/06/2024 | APPN | Buy Now | Appian | $31.27 | 18.32% | Raimo Lenschow70% | $34 → $37 | Maintains | Underweight | Get Alert |
| 12/05/2024 | CXM | Buy Now | Sprinklr | $7.76 | 15.98% | Raimo Lenschow70% | $7 → $9 | Maintains | Underweight | Get Alert |
| 12/04/2024 | CRM | Buy Now | Salesforce | $273.25 | 55.54% | Raimo Lenschow70% | $415 → $425 | Maintains | Overweight | Get Alert |
| 11/27/2024 | WDAY | Buy Now | Workday | $248.68 | 22.65% | Raimo Lenschow70% | $314 → $305 | Maintains | Overweight | Get Alert |
| 11/25/2024 | ESTC | Buy Now | Elastic | $82.55 | 67.17% | Raimo Lenschow70% | $105 → $138 | Maintains | Overweight | Get Alert |
| 11/22/2024 | INTU | Buy Now | Intuit | $631.68 | 22.69% | Raimo Lenschow70% | $800 → $775 | Maintains | Overweight | Get Alert |
| 11/21/2024 | SNOW | Buy Now | Snowflake | $167.66 | 2.59% | Raimo Lenschow70% | $142 → $172 | Maintains | Equal-Weight | Get Alert |
| 11/15/2024 | MDB | Buy Now | MongoDB | $171.65 | 100.99% | Raimo Lenschow70% | $290 → $345 | Maintains | Overweight | Get Alert |
| 11/15/2024 | INTU | Buy Now | Intuit | $631.68 | 26.65% | Raimo Lenschow70% | $740 → $800 | Maintains | Overweight | Get Alert |
| 11/15/2024 | ESTC | Buy Now | Elastic | $82.55 | 27.2% | Raimo Lenschow70% | $95 → $105 | Maintains | Overweight | Get Alert |
| 11/15/2024 | BASE | Buy Now | Couchbase | $17.60 | 30.68% | Raimo Lenschow70% | $19 → $23 | Maintains | Overweight | Get Alert |
| 11/15/2024 | DSGX | Buy Now | Descartes Systems Gr | $107.10 | 16.71% | Raimo Lenschow70% | $88 → $125 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 11/13/2024 | DAY | Buy Now | Dayforce | $58.85 | 35.94% | Raimo Lenschow70% | $70 → $80 | Maintains | Equal-Weight | Get Alert |
| 11/08/2024 | DDOG | Buy Now | Datadog | $105.00 | 47.62% | Raimo Lenschow70% | $140 → $155 | Maintains | Overweight | Get Alert |
| 11/08/2024 | APPN | Buy Now | Appian | $31.27 | 8.73% | Raimo Lenschow70% | $29 → $34 | Maintains | Underweight | Get Alert |
| 11/05/2024 | TDC | Buy Now | Teradata | $22.07 | 31.4% | Raimo Lenschow70% | $30 → $29 | Maintains | Underweight | Get Alert |
| 11/04/2024 | V | Buy Now | Visa | $347.60 | -0.17% | Raimo Lenschow70% | $319 → $347 | Maintains | Overweight | Get Alert |
| 11/01/2024 | OTEX | Buy Now | Open Text | $26.16 | 29.97% | Raimo Lenschow70% | $36 → $34 | Maintains | Equal-Weight | Get Alert |
| 10/31/2024 | PCTY | Buy Now | Paylocity Holding | $187.33 | -3.91% | Raimo Lenschow70% | $174 → $180 | Maintains | Equal-Weight | Get Alert |
| 10/31/2024 | PAYC | Buy Now | Paycom Software | $227.37 | -20.39% | Raimo Lenschow70% | $172 → $181 | Maintains | Equal-Weight | Get Alert |
| 10/31/2024 | DAY | Buy Now | Dayforce | $58.85 | 18.95% | Raimo Lenschow70% | $63 → $70 | Maintains | Equal-Weight | Get Alert |
| 10/31/2024 | CFLT | Buy Now | Confluent | $19.89 | 60.88% | Raimo Lenschow70% | $29 → $32 | Maintains | Overweight | Get Alert |
| 10/25/2024 | PEGA | Buy Now | Pegasystems | $92.16 | -11.02% | Raimo Lenschow70% | $74 → $82 | Maintains | Equal-Weight | Get Alert |
| 10/24/2024 | NOW | Buy Now | ServiceNow | $977.36 | 2.32% | Raimo Lenschow70% | $980 → $1000 | Maintains | Overweight | Get Alert |
| 10/23/2024 | SAP | Buy Now | SAP | $301.60 | -8.82% | Raimo Lenschow70% | $252 → $275 | Maintains | Overweight | Get Alert |
| 10/11/2024 | SPT | Buy Now | Sprout Social | $21.44 | 77.24% | Raimo Lenschow70% | $48 → $38 | Maintains | Overweight | Get Alert |
| 10/11/2024 | NOW | Buy Now | ServiceNow | $977.36 | 0.27% | Raimo Lenschow70% | $890 → $980 | Maintains | Overweight | Get Alert |
| 10/11/2024 | PCTY | Buy Now | Paylocity Holding | $187.33 | -7.12% | Raimo Lenschow70% | $156 → $174 | Maintains | Equal-Weight | Get Alert |
| 10/11/2024 | PAYC | Buy Now | Paycom Software | $227.37 | -24.35% | Raimo Lenschow70% | $167 → $172 | Maintains | Equal-Weight | Get Alert |
| 10/11/2024 | KVYO | Buy Now | Klaviyo | $32.83 | 24.89% | Raimo Lenschow70% | $27 → $23 | Maintains | Overweight | Get Alert |
| 10/11/2024 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 71.26% | Raimo Lenschow70% | $27 → $23 | Maintains | Overweight | Get Alert |
| 10/11/2024 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | 47.47% | Raimo Lenschow70% | $38 → $48 | Maintains | Overweight | Get Alert |
| 10/07/2024 | CXM | Buy Now | Sprinklr | $7.76 | -9.79% | Raimo Lenschow70% | $10 → $7 | Downgrade | Overweight → Underweight | Get Alert |
| 10/07/2024 | DT | Buy Now | Dynatrace | $47.96 | 33.44% | Raimo Lenschow70% | $52 → $64 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 10/07/2024 | BASE | Buy Now | Couchbase | $17.60 | 7.95% | Raimo Lenschow70% | $19 → $19 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 10/07/2024 | ESTC | Buy Now | Elastic | $82.55 | 15.08% | Raimo Lenschow70% | $90 → $95 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/30/2024 | SAP | Buy Now | SAP | $301.60 | -16.45% | Raimo Lenschow70% | $251 → $252 | Maintains | Overweight | Get Alert |
| 09/20/2024 | ESTC | Buy Now | Elastic | $82.55 | 9.02% | Raimo Lenschow70% | $106 → $90 | Maintains | Equal-Weight | Get Alert |
| 09/13/2024 | ORCL | Buy Now | Oracle | $150.65 | 34.08% | Raimo Lenschow70% | $172 → $202 | Maintains | Overweight | Get Alert |
| 09/10/2024 | ORCL | Buy Now | Oracle | $150.65 | 14.17% | Raimo Lenschow70% | $160 → $172 | Maintains | Overweight | Get Alert |
| 09/06/2024 | PATH | Buy Now | UiPath | $12.00 | 25% | Raimo Lenschow70% | $14 → $15 | Maintains | Equal-Weight | Get Alert |
| 09/05/2024 | CXM | Buy Now | Sprinklr | $7.76 | 28.87% | Raimo Lenschow70% | $11 → $10 | Maintains | Overweight | Get Alert |
| 09/05/2024 | DSGX | Buy Now | Descartes Systems Gr | $107.10 | -17.83% | Raimo Lenschow70% | $87 → $88 | Maintains | Underweight | Get Alert |
| 09/05/2024 | BASE | Buy Now | Couchbase | $17.60 | 7.95% | Raimo Lenschow70% | $20 → $19 | Maintains | Equal-Weight | Get Alert |
| 08/30/2024 | ESTC | Buy Now | Elastic | $82.55 | 28.41% | Raimo Lenschow70% | $117 → $106 | Maintains | Equal-Weight | Get Alert |
| 08/23/2024 | WDAY | Buy Now | Workday | $248.68 | 16.21% | Raimo Lenschow70% | $286 → $289 | Maintains | Overweight | Get Alert |
| 08/23/2024 | INTU | Buy Now | Intuit | $631.68 | 17.15% | Raimo Lenschow70% | $745 → $740 | Maintains | Overweight | Get Alert |
| 08/22/2024 | SNOW | Buy Now | Snowflake | $167.66 | -15.3% | Raimo Lenschow70% | $146 → $142 | Maintains | Equal-Weight | Get Alert |
| 08/19/2024 | PATH | Buy Now | UiPath | $12.00 | 16.67% | Raimo Lenschow70% | $16 → $14 | Maintains | Equal-Weight | Get Alert |
| 08/19/2024 | SNOW | Buy Now | Snowflake | $167.66 | -12.92% | Raimo Lenschow70% | $191 → $146 | Maintains | Equal-Weight | Get Alert |
| 08/19/2024 | BASE | Buy Now | Couchbase | $17.60 | 13.64% | Raimo Lenschow70% | $27 → $20 | Maintains | Equal-Weight | Get Alert |
| 08/13/2024 | SAP | Buy Now | SAP | $301.60 | -16.78% | Raimo Lenschow70% | $217 → $251 | Maintains | Overweight | Get Alert |
| 08/09/2024 | DDOG | Buy Now | Datadog | $105.00 | 33.33% | Raimo Lenschow70% | $145 → $140 | Maintains | Overweight | Get Alert |
| 08/09/2024 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | 16.75% | Raimo Lenschow70% | $43 → $38 | Maintains | Overweight | Get Alert |
| 08/08/2024 | KVYO | Buy Now | Klaviyo | $32.83 | -2.53% | Raimo Lenschow70% | $29 → $32 | Maintains | Overweight | Get Alert |
| 08/08/2024 | SMWB | Buy Now | Similarweb | $7.50 | 33.33% | Raimo Lenschow70% | $9 → $10 | Maintains | Overweight | Get Alert |
| 08/06/2024 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 25.71% | Raimo Lenschow70% | $15 → $11 | Maintains | Equal-Weight | Get Alert |
| 08/06/2024 | TDC | Buy Now | Teradata | $22.07 | 35.93% | Raimo Lenschow70% | $35 → $30 | Maintains | Underweight | Get Alert |
| 08/05/2024 | APPN | Buy Now | Appian | $31.27 | -7.26% | Raimo Lenschow70% | $32 → $29 | Maintains | Underweight | Get Alert |
| 08/05/2024 | PCTY | Buy Now | Paylocity Holding | $187.33 | -16.72% | Raimo Lenschow70% | $160 → $156 | Maintains | Equal-Weight | Get Alert |
| 08/05/2024 | IAS | Buy Now | Integral Ad Science | $7.25 | 79.31% | Raimo Lenschow70% | $12 → $13 | Maintains | Equal-Weight | Get Alert |
| 08/05/2024 | OTEX | Buy Now | Open Text | $26.16 | 37.61% | Raimo Lenschow70% | $38 → $36 | Maintains | Equal-Weight | Get Alert |
| 08/01/2024 | PAYC | Buy Now | Paycom Software | $227.37 | -26.55% | Raimo Lenschow70% | $161 → $167 | Maintains | Equal-Weight | Get Alert |
| 08/01/2024 | DAY | Buy Now | Dayforce | $58.85 | 7.05% | Raimo Lenschow70% | $62 → $63 | Maintains | Equal-Weight | Get Alert |
| 08/01/2024 | CFLT | Buy Now | Confluent | $19.89 | 45.8% | Raimo Lenschow70% | $34 → $29 | Maintains | Overweight | Get Alert |
| 07/31/2024 | FRSH | Buy Now | Freshworks | $14.70 | -4.76% | Raimo Lenschow70% | $15 → $14 | Maintains | Equal-Weight | Get Alert |
| 07/26/2024 | PEGA | Buy Now | Pegasystems | $92.16 | -19.7% | Raimo Lenschow70% | $69 → $74 | Maintains | Equal-Weight | Get Alert |
| 07/16/2024 | SPT | Buy Now | Sprout Social | $21.44 | 123.88% | Raimo Lenschow70% | $50 → $48 | Maintains | Overweight | Get Alert |
| 07/16/2024 | PCTY | Buy Now | Paylocity Holding | $187.33 | -14.59% | Raimo Lenschow70% | $178 → $160 | Maintains | Equal-Weight | Get Alert |
| 07/16/2024 | PAYC | Buy Now | Paycom Software | $227.37 | -29.19% | Raimo Lenschow70% | $184 → $161 | Maintains | Equal-Weight | Get Alert |
| 07/16/2024 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 101.04% | Raimo Lenschow70% | $30 → $27 | Maintains | Overweight | Get Alert |
| 06/12/2024 | KVYO | Buy Now | Klaviyo | $32.83 | -11.67% | Raimo Lenschow70% | $25 → $29 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 06/06/2024 | CXM | Buy Now | Sprinklr | $7.76 | 41.75% | Raimo Lenschow70% | $17 → $11 | Maintains | Overweight | Get Alert |
| 06/06/2024 | BASE | Buy Now | Couchbase | $17.60 | 53.41% | Raimo Lenschow70% | $33 → $27 | Maintains | Equal-Weight | Get Alert |
| 05/31/2024 | MDB | Buy Now | MongoDB | $171.65 | 68.95% | Raimo Lenschow70% | $458 → $290 | Maintains | Overweight | Get Alert |
| 05/31/2024 | ESTC | Buy Now | Elastic | $82.55 | 41.73% | Raimo Lenschow70% | $128 → $117 | Maintains | Equal-Weight | Get Alert |
| 05/30/2024 | PATH | Buy Now | UiPath | $12.00 | 33.33% | Raimo Lenschow70% | $25 → $16 | Maintains | Equal-Weight | Get Alert |
| 05/30/2024 | CRM | Buy Now | Salesforce | $273.25 | 11.62% | Raimo Lenschow70% | $355 → $305 | Maintains | Overweight | Get Alert |
| 05/24/2024 | WDAY | Buy Now | Workday | $248.68 | 15.01% | Raimo Lenschow70% | $316 → $286 | Maintains | Overweight | Get Alert |
| 05/23/2024 | SNOW | Buy Now | Snowflake | $167.66 | 13.92% | Raimo Lenschow70% | $188 → $191 | Maintains | Equal-Weight | Get Alert |
| 05/23/2024 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow70% | $8.5 → $8 | Maintains | Underweight | Get Alert |
| 05/17/2024 | DSGX | Buy Now | Descartes Systems Gr | $107.10 | -18.77% | Raimo Lenschow70% | $75 → $87 | Maintains | Underweight | Get Alert |
| 05/09/2024 | KVYO | Buy Now | Klaviyo | $32.83 | -23.85% | Raimo Lenschow70% | $32 → $25 | Maintains | Equal-Weight | Get Alert |
| 05/08/2024 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 123.38% | Raimo Lenschow70% | $40 → $30 | Maintains | Overweight | Get Alert |
| 05/08/2024 | DDOG | Buy Now | Datadog | $105.00 | 38.1% | Raimo Lenschow70% | $152 → $145 | Maintains | Overweight | Get Alert |
| 05/08/2024 | CFLT | Buy Now | Confluent | $19.89 | 70.94% | Raimo Lenschow70% | $33 → $34 | Maintains | Overweight | Get Alert |
| 05/08/2024 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 71.43% | Raimo Lenschow70% | $19 → $15 | Maintains | Equal-Weight | Get Alert |
| 05/07/2024 | TDC | Buy Now | Teradata | $22.07 | 58.59% | Raimo Lenschow70% | $39 → $35 | Maintains | Underweight | Get Alert |
| 05/03/2024 | SPT | Buy Now | Sprout Social | $21.44 | 133.21% | Raimo Lenschow70% | $72 → $50 | Maintains | Overweight | Get Alert |
| 05/03/2024 | PCTY | Buy Now | Paylocity Holding | $187.33 | -4.98% | Raimo Lenschow70% | $166 → $178 | Maintains | Equal-Weight | Get Alert |
| 05/03/2024 | OTEX | Buy Now | Open Text | $26.16 | 45.26% | Raimo Lenschow70% | $44 → $38 | Maintains | Equal-Weight | Get Alert |
| 05/03/2024 | FRSH | Buy Now | Freshworks | $14.70 | 2.04% | Raimo Lenschow70% | $20 → $15 | Maintains | Equal-Weight | Get Alert |
| 05/03/2024 | APPN | Buy Now | Appian | $31.27 | 2.33% | Raimo Lenschow70% | $36 → $32 | Maintains | Underweight | Get Alert |
| 05/02/2024 | PAYC | Buy Now | Paycom Software | $227.37 | -19.07% | Raimo Lenschow70% | $193 → $184 | Maintains | Equal-Weight | Get Alert |
| 05/02/2024 | DAY | Buy Now | Dayforce | $58.85 | 5.35% | Raimo Lenschow70% | $74 → $62 | Maintains | Equal-Weight | Get Alert |
| 04/26/2024 | PEGA | Buy Now | Pegasystems | $92.16 | -25.13% | Raimo Lenschow70% | $66 → $69 | Maintains | Equal-Weight | Get Alert |
| 04/24/2024 | SAP | Buy Now | SAP | $301.60 | -30.37% | Raimo Lenschow70% | $212 → $210 | Maintains | Overweight | Get Alert |
| 04/15/2024 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 117.14% | Raimo Lenschow70% | $20 → $19 | Maintains | Equal-Weight | Get Alert |
| 04/15/2024 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow70% | $10 → $8.5 | Maintains | Underweight | Get Alert |
| 04/15/2024 | TDC | Buy Now | Teradata | $22.07 | 76.71% | Raimo Lenschow70% | $43 → $39 | Maintains | Underweight | Get Alert |
| 04/15/2024 | PEGA | Buy Now | Pegasystems | $92.16 | -28.39% | Raimo Lenschow70% | $68 → $66 | Maintains | Equal-Weight | Get Alert |
| 04/15/2024 | IAS | Buy Now | Integral Ad Science | $7.25 | 65.52% | Raimo Lenschow70% | $16 → $12 | Maintains | Equal-Weight | Get Alert |
| 04/15/2024 | BIGC | Buy Now | BigCommerce Holdings | $5.11 | 36.98% | Raimo Lenschow70% | $10 → $7 | Maintains | Equal-Weight | Get Alert |
| 04/15/2024 | APPN | Buy Now | Appian | $31.27 | 15.13% | Raimo Lenschow70% | $35 → $36 | Maintains | Underweight | Get Alert |
| 04/03/2024 | SAP | Buy Now | SAP | $301.60 | -29.71% | Raimo Lenschow70% | $189 → $212 | Maintains | Overweight | Get Alert |
| 03/20/2024 | DT | Buy Now | Dynatrace | $47.96 | 8.42% | Raimo Lenschow70% | $59 → $52 | Maintains | Equal-Weight | Get Alert |
| 03/15/2024 | PATH | Buy Now | UiPath | $12.00 | 108.34% | Raimo Lenschow70% | $23 → $25 | Maintains | Equal-Weight | Get Alert |
| 03/14/2024 | JAMF | Buy Now | Jamf Holding | $11.48 | 74.22% | Raimo Lenschow70% | $18 → $20 | Maintains | Equal-Weight | Get Alert |
| 03/12/2024 | ORCL | Buy Now | Oracle | $150.65 | -2.43% | Raimo Lenschow70% | $140 → $147 | Maintains | Overweight | Get Alert |
| 03/08/2024 | MDB | Buy Now | MongoDB | $171.65 | 166.82% | Raimo Lenschow70% | $478 → $458 | Maintains | Overweight | Get Alert |
| 03/06/2024 | BASE | Buy Now | Couchbase | $17.60 | 87.5% | Raimo Lenschow70% | $29 → $33 | Maintains | Equal-Weight | Get Alert |
| 03/01/2024 | ESTC | Buy Now | Elastic | $82.55 | 55.06% | Raimo Lenschow70% | $130 → $128 | Maintains | Equal-Weight | Get Alert |
| 03/01/2024 | SNOW | Buy Now | Snowflake | $167.66 | 12.13% | Raimo Lenschow70% | $198 → $188 | Maintains | Equal-Weight | Get Alert |
| 02/29/2024 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 197.84% | Raimo Lenschow70% | $43 → $40 | Maintains | Overweight | Get Alert |
| 02/28/2024 | JAMF | Buy Now | Jamf Holding | $11.48 | 56.79% | Raimo Lenschow70% | $20 → $18 | Maintains | Equal-Weight | Get Alert |
| 02/28/2024 | IAS | Buy Now | Integral Ad Science | $7.25 | 120.69% | Raimo Lenschow70% | $17 → $16 | Maintains | Equal-Weight | Get Alert |
| 02/27/2024 | WDAY | Buy Now | Workday | $248.68 | 27.07% | Raimo Lenschow70% | $326 → $316 | Maintains | Overweight | Get Alert |
| 02/23/2024 | INTU | Buy Now | Intuit | $631.68 | 17.94% | Raimo Lenschow70% | $735 → $745 | Maintains | Overweight | Get Alert |
| 02/21/2024 | SPT | Buy Now | Sprout Social | $21.44 | 235.82% | Raimo Lenschow70% | $75 → $72 | Maintains | Overweight | Get Alert |
| 02/20/2024 | PEGA | Buy Now | Pegasystems | $92.16 | -26.22% | Raimo Lenschow70% | $52 → $68 | Maintains | Equal-Weight | Get Alert |
| 02/20/2024 | ESTC | Buy Now | Elastic | $82.55 | 57.48% | Raimo Lenschow70% | $110 → $130 | Maintains | Equal-Weight | Get Alert |
| 02/20/2024 | DSGX | Buy Now | Descartes Systems Gr | $107.10 | -29.97% | Raimo Lenschow70% | $71 → $75 | Maintains | Underweight | Get Alert |
| 02/20/2024 | BASE | Buy Now | Couchbase | $17.60 | 64.77% | Raimo Lenschow70% | $26 → $29 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 02/15/2024 | SMWB | Buy Now | Similarweb | $7.50 | 20% | Raimo Lenschow70% | $8 → $9 | Maintains | Overweight | Get Alert |
| 02/14/2024 | DDOG | Buy Now | Datadog | $105.00 | 44.76% | Raimo Lenschow70% | $138 → $152 | Maintains | Overweight | Get Alert |
| 02/13/2024 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 128.57% | Raimo Lenschow70% | $18 → $20 | Maintains | Equal-Weight | Get Alert |
| 02/13/2024 | TDC | Buy Now | Teradata | $22.07 | 94.83% | Raimo Lenschow70% | $46 → $43 | Maintains | Underweight | Get Alert |
| 02/09/2024 | PCTY | Buy Now | Paylocity Holding | $187.33 | -11.39% | Raimo Lenschow70% | $174 → $166 | Maintains | Equal-Weight | Get Alert |
| 02/08/2024 | DAY | Buy Now | Dayforce | $58.85 | 25.74% | Raimo Lenschow70% | $75 → $74 | Maintains | Equal-Weight | Get Alert |
| 02/08/2024 | CFLT | Buy Now | Confluent | $19.89 | 65.91% | Raimo Lenschow70% | $26 → $33 | Maintains | Overweight | Get Alert |
| 01/31/2024 | MSFT | Buy Now | Microsoft | $434.72 | 9.27% | Raimo Lenschow70% | $421 → $475 | Maintains | Overweight | Get Alert |
| 01/29/2024 | V | Buy Now | Visa | $347.60 | -8.23% | Raimo Lenschow70% | $304 → $319 | Maintains | Overweight | Get Alert |
| 01/26/2024 | SAP | Buy Now | SAP | $301.60 | -37.33% | Raimo Lenschow70% | $156 → $189 | Maintains | Overweight | Get Alert |
| 01/25/2024 | NOW | Buy Now | ServiceNow | $977.36 | -8.94% | Raimo Lenschow70% | $870 → $890 | Maintains | Overweight | Get Alert |
| 01/25/2024 | LRCX | Buy Now | Lam Research | $74.66 | 1005.01% | Raimo Lenschow70% | $75 → $82.5 | Maintains | Equal-Weight | Get Alert |
| 01/24/2024 | VC | Buy Now | Visteon | $79.89 | 75.24% | Raimo Lenschow70% | $158 → $140 | Maintains | Equal-Weight | Get Alert |
| 01/23/2024 | NOW | Buy Now | ServiceNow | $977.36 | -10.98% | Raimo Lenschow70% | $765 → $870 | Maintains | Overweight | Get Alert |
| 01/16/2024 | LRCX | Buy Now | Lam Research | $74.66 | 904.55% | Raimo Lenschow70% | $60 → $75 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | AMAT | Buy Now | Applied Mat | $155.24 | -9.82% | Raimo Lenschow70% | $120 → $140 | Maintains | Underweight | Get Alert |
| 01/12/2024 | PATH | Buy Now | UiPath | $12.00 | 91.67% | Raimo Lenschow70% | $21 → $23 | Maintains | Equal-Weight | Get Alert |
| 01/12/2024 | SPT | Buy Now | Sprout Social | $21.44 | 249.81% | Raimo Lenschow70% | $65 → $75 | Maintains | Overweight | Get Alert |
| 01/12/2024 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 137.11% | Raimo Lenschow70% | $20 → $23 | Maintains | Overweight | Get Alert |
| 01/12/2024 | KVYO | Buy Now | Klaviyo | $32.83 | -2.53% | Raimo Lenschow70% | $37 → $32 | Maintains | Equal-Weight | Get Alert |
| 01/12/2024 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 220.18% | Raimo Lenschow70% | $40 → $43 | Maintains | Overweight | Get Alert |
| 01/12/2024 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | 32.11% | Raimo Lenschow70% | $37 → $43 | Maintains | Overweight | Get Alert |
| 01/12/2024 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 105.71% | Raimo Lenschow70% | → $18 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/12/2024 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow70% | → $10 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 01/12/2024 | SNOW | Buy Now | Snowflake | $167.66 | 18.1% | Raimo Lenschow70% | → $198 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/12/2024 | BASE | Buy Now | Couchbase | $17.60 | 47.73% | Raimo Lenschow70% | $23 → $26 | Maintains | Overweight | Get Alert |
| 01/12/2024 | JAMF | Buy Now | Jamf Holding | $11.48 | 74.22% | Raimo Lenschow70% | → $20 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/12/2024 | ESTC | Buy Now | Elastic | $82.55 | 33.25% | Raimo Lenschow70% | $100 → $110 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/12/2024 | APPN | Buy Now | Appian | $31.27 | 11.93% | Raimo Lenschow70% | $40 → $35 | Maintains | Underweight | Get Alert |
| 01/12/2024 | PEGA | Buy Now | Pegasystems | $92.16 | -43.58% | Raimo Lenschow70% | → $52 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 12/11/2023 | CXM | Buy Now | Sprinklr | $7.76 | 93.3% | Raimo Lenschow70% | $18 → $15 | Maintains | Overweight | Get Alert |
| 12/11/2023 | BASE | Buy Now | Couchbase | $17.60 | 30.68% | Raimo Lenschow70% | $21 → $23 | Maintains | Overweight | Get Alert |
| 12/06/2023 | MDB | Buy Now | MongoDB | $171.65 | 178.47% | Raimo Lenschow70% | $470 → $478 | Maintains | Overweight | Get Alert |
| 11/29/2023 | WDAY | Buy Now | Workday | $248.68 | 10.18% | Raimo Lenschow70% | $249 → $274 | Maintains | Overweight | Get Alert |
| 11/29/2023 | INTU | Buy Now | Intuit | $631.68 | 4.48% | Raimo Lenschow70% | $570 → $660 | Maintains | Overweight | Get Alert |
| 11/02/2023 | CFLT | Buy Now | Confluent | $19.89 | 30.72% | Raimo Lenschow70% | $39 → $26 | Maintains | Overweight | Get Alert |
| 11/01/2023 | PAYC | Buy Now | Paycom Software | $227.37 | -12.04% | Raimo Lenschow70% | $294 → $200 | Maintains | Equal-Weight | Get Alert |
| 11/01/2023 | FRSH | Buy Now | Freshworks | $14.70 | 36.05% | Raimo Lenschow70% | $25 → $20 | Maintains | Equal-Weight | Get Alert |
| 10/30/2023 | V | Buy Now | Visa | $347.60 | -20.02% | Raimo Lenschow70% | $285 → $278 | Maintains | Overweight | Get Alert |
| 10/30/2023 | PEGA | Buy Now | Pegasystems | $92.16 | -51.17% | Raimo Lenschow70% | $44 → $45 | Maintains | Underweight | Get Alert |
| 10/30/2023 | MA | Buy Now | Mastercard | $559.35 | -15.97% | Raimo Lenschow70% | $479 → $470 | Maintains | Overweight | Get Alert |
| 10/25/2023 | MSFT | Buy Now | Microsoft | $434.72 | -3.16% | Raimo Lenschow70% | $425 → $421 | Maintains | Overweight | Get Alert |
| 10/16/2023 | KVYO | Buy Now | Klaviyo | $32.83 | 12.7% | Raimo Lenschow70% | → $37 | Initiates | → Equal-Weight | Get Alert |
| 10/12/2023 | OTEX | Buy Now | Open Text | $26.16 | 52.91% | Raimo Lenschow70% | $44 → $40 | Maintains | Equal-Weight | Get Alert |
| 10/12/2023 | PAYC | Buy Now | Paycom Software | $227.37 | 29.3% | Raimo Lenschow70% | $350 → $294 | Maintains | Equal-Weight | Get Alert |
| 10/12/2023 | PCTY | Buy Now | Paylocity Holding | $187.33 | 19.04% | Raimo Lenschow70% | $213 → $223 | Maintains | Equal-Weight | Get Alert |
| 10/12/2023 | PEGA | Buy Now | Pegasystems | $92.16 | -52.26% | Raimo Lenschow70% | $47 → $44 | Maintains | Underweight | Get Alert |
| 10/12/2023 | V | Buy Now | Visa | $347.60 | -18.01% | Raimo Lenschow70% | $287 → $285 | Maintains | Overweight | Get Alert |
| 10/12/2023 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 140% | Raimo Lenschow70% | $25 → $21 | Maintains | Overweight | Get Alert |
| 10/12/2023 | MA | Buy Now | Mastercard | $559.35 | -14.36% | Raimo Lenschow70% | $480 → $479 | Maintains | Overweight | Get Alert |
| 10/12/2023 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 75.26% | Raimo Lenschow70% | $22 → $17 | Maintains | Overweight | Get Alert |
| 10/12/2023 | IAS | Buy Now | Integral Ad Science | $7.25 | 106.9% | Raimo Lenschow70% | $21 → $15 | Maintains | Equal-Weight | Get Alert |
| 10/12/2023 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 168.06% | Raimo Lenschow70% | $45 → $36 | Maintains | Overweight | Get Alert |
| 10/12/2023 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | -7.83% | Raimo Lenschow70% | $42 → $30 | Maintains | Overweight | Get Alert |
| 10/12/2023 | VC | Buy Now | Visteon | $79.89 | — | Raimo Lenschow70% | — | Upgrade | Underweight → Equal-Weight | Get Alert |
| 10/12/2023 | CFLT | Buy Now | Confluent | $19.89 | 96.08% | Raimo Lenschow70% | $42 → $39 | Maintains | Overweight | Get Alert |
| 10/12/2023 | APPN | Buy Now | Appian | $31.27 | 11.93% | Raimo Lenschow70% | $41 → $35 | Maintains | Underweight | Get Alert |
| 09/28/2023 | WDAY | Buy Now | Workday | $248.68 | 0.13% | Raimo Lenschow70% | $262 → $249 | Maintains | Overweight | Get Alert |
| 09/18/2023 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 235.07% | Raimo Lenschow70% | $47 → $45 | Maintains | Overweight | Get Alert |
| 09/12/2023 | ORCL | Buy Now | Oracle | $150.65 | -2.43% | Raimo Lenschow70% | $150 → $147 | Maintains | Overweight | Get Alert |
| 09/08/2023 | FRSH | Buy Now | Freshworks | $14.70 | 70.07% | Raimo Lenschow70% | $20 → $25 | Maintains | Equal-Weight | Get Alert |
| 09/07/2023 | PATH | Buy Now | UiPath | $12.00 | 50% | Raimo Lenschow70% | $16 → $18 | Maintains | Equal-Weight | Get Alert |
| 09/05/2023 | ORCL | Buy Now | Oracle | $150.65 | -0.43% | Raimo Lenschow70% | $126 → $150 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/01/2023 | MDB | Buy Now | MongoDB | $171.65 | 162.16% | Raimo Lenschow70% | $421 → $450 | Maintains | Overweight | Get Alert |
| 09/01/2023 | ESTC | Buy Now | Elastic | $82.55 | 4.18% | Raimo Lenschow70% | $83 → $86 | Maintains | Overweight | Get Alert |
| 08/31/2023 | CRM | Buy Now | Salesforce | $273.25 | -4.85% | Raimo Lenschow70% | $245 → $260 | Maintains | Overweight | Get Alert |
| 08/25/2023 | WDAY | Buy Now | Workday | $248.68 | 5.36% | Raimo Lenschow70% | $258 → $262 | Maintains | Overweight | Get Alert |
| 08/24/2023 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $130 → $134 | Maintains | Overweight | Get Alert |
| 08/24/2023 | SNOW | Buy Now | Snowflake | $167.66 | 9.15% | Raimo Lenschow70% | $190 → $183 | Maintains | Overweight | Get Alert |
| 08/18/2023 | INTU | Buy Now | Intuit | $631.68 | -9.76% | Raimo Lenschow70% | $495 → $570 | Maintains | Overweight | Get Alert |
| 08/18/2023 | WDAY | Buy Now | Workday | $248.68 | 3.75% | Raimo Lenschow70% | $243 → $258 | Maintains | Overweight | Get Alert |
| 08/18/2023 | SNOW | Buy Now | Snowflake | $167.66 | 13.32% | Raimo Lenschow70% | $203 → $190 | Maintains | Overweight | Get Alert |
| 08/18/2023 | BASE | Buy Now | Couchbase | $17.60 | 13.64% | Raimo Lenschow70% | $23 → $20 | Maintains | Overweight | Get Alert |
| 08/09/2023 | JAMF | Buy Now | Jamf Holding | $11.48 | 91.64% | Raimo Lenschow70% | $25 → $22 | Maintains | Overweight | Get Alert |
| 08/09/2023 | DDOG | Buy Now | Datadog | $105.00 | -0.95% | Raimo Lenschow70% | $134 → $104 | Maintains | Overweight | Get Alert |
| 08/08/2023 | TDC | Buy Now | Teradata | $22.07 | 108.43% | Raimo Lenschow70% | $47 → $46 | Maintains | Underweight | Get Alert |
| 08/07/2023 | VC | Buy Now | Visteon | $79.89 | 68.98% | Raimo Lenschow70% | $130 → $135 | Maintains | Underweight | Get Alert |
| 08/07/2023 | PCTY | Buy Now | Paylocity Holding | $187.33 | 13.7% | Raimo Lenschow70% | $204 → $213 | Maintains | Equal-Weight | Get Alert |
| 08/07/2023 | OTEX | Buy Now | Open Text | $26.16 | 68.2% | Raimo Lenschow70% | $43 → $44 | Maintains | Equal-Weight | Get Alert |
| 08/07/2023 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | 29.03% | Raimo Lenschow70% | $58 → $42 | Maintains | Overweight | Get Alert |
| 08/07/2023 | BIGC | Buy Now | BigCommerce Holdings | $5.11 | 134.83% | Raimo Lenschow70% | $10 → $12 | Maintains | Equal-Weight | Get Alert |
| 08/07/2023 | APPN | Buy Now | Appian | $31.27 | 31.12% | Raimo Lenschow70% | $35 → $41 | Maintains | Underweight | Get Alert |
| 08/04/2023 | BIGC | Buy Now | BigCommerce Holdings | $5.11 | 134.83% | Raimo Lenschow70% | $10 → $12 | Maintains | Equal-Weight | Get Alert |
| 08/04/2023 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | 29.03% | Raimo Lenschow70% | $58 → $42 | Maintains | Overweight | Get Alert |
| 08/03/2023 | DT | Buy Now | Dynatrace | $47.96 | 8.42% | Raimo Lenschow70% | $55 → $52 | Maintains | Equal-Weight | Get Alert |
| 08/03/2023 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $73 → $74 | Maintains | Equal-Weight | Get Alert |
| 08/02/2023 | PAYC | Buy Now | Paycom Software | $227.37 | 53.93% | Raimo Lenschow70% | $368 → $350 | Maintains | Equal-Weight | Get Alert |
| 08/01/2023 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 185.71% | Raimo Lenschow70% | $34 → $25 | Maintains | Overweight | Get Alert |
| 07/31/2023 | MA | Buy Now | Mastercard | $559.35 | -14.19% | Raimo Lenschow70% | $470 → $480 | Maintains | Overweight | Get Alert |
| 07/28/2023 | PEGA | Buy Now | Pegasystems | $92.16 | -49% | Raimo Lenschow70% | $41 → $47 | Maintains | Underweight | Get Alert |
| 07/27/2023 | NOW | Buy Now | ServiceNow | $977.36 | -34.11% | Raimo Lenschow70% | $646 → $644 | Maintains | Overweight | Get Alert |
| 07/24/2023 | V | Buy Now | Visa | $347.60 | -17.43% | Raimo Lenschow70% | $272 → $287 | Maintains | Overweight | Get Alert |
| 07/24/2023 | MA | Buy Now | Mastercard | $559.35 | -15.97% | Raimo Lenschow70% | $437 → $470 | Maintains | Overweight | Get Alert |
| 07/21/2023 | SAP | Buy Now | SAP | $301.60 | -51.92% | Raimo Lenschow70% | $146 → $145 | Maintains | Overweight | Get Alert |
| 07/19/2023 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow70% | $10 → $9 | Maintains | Equal-Weight | Get Alert |
| 07/19/2023 | TDC | Buy Now | Teradata | $22.07 | 112.96% | Raimo Lenschow70% | $41 → $47 | Maintains | Underweight | Get Alert |
| 07/19/2023 | NOW | Buy Now | ServiceNow | $977.36 | -33.9% | Raimo Lenschow70% | $559 → $646 | Maintains | Overweight | Get Alert |
| 07/19/2023 | SAP | Buy Now | SAP | $301.60 | -51.59% | Raimo Lenschow70% | $136 → $146 | Maintains | Overweight | Get Alert |
| 07/19/2023 | PEGA | Buy Now | Pegasystems | $92.16 | -55.51% | Raimo Lenschow70% | $37 → $41 | Maintains | Underweight | Get Alert |
| 07/19/2023 | MSFT | Buy Now | Microsoft | $434.72 | -2.24% | Raimo Lenschow70% | $336 → $425 | Maintains | Overweight | Get Alert |
| 07/19/2023 | PCTY | Buy Now | Paylocity Holding | $187.33 | 8.9% | Raimo Lenschow70% | $199 → $204 | Maintains | Equal-Weight | Get Alert |
| 07/19/2023 | PAYC | Buy Now | Paycom Software | $227.37 | 61.85% | Raimo Lenschow70% | $336 → $368 | Maintains | Equal-Weight | Get Alert |
| 07/19/2023 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 126.8% | Raimo Lenschow70% | $17 → $22 | Maintains | Overweight | Get Alert |
| 07/19/2023 | JAMF | Buy Now | Jamf Holding | $11.48 | 117.77% | Raimo Lenschow70% | $21 → $25 | Maintains | Overweight | Get Alert |
| 07/19/2023 | IAS | Buy Now | Integral Ad Science | $7.25 | 189.66% | Raimo Lenschow70% | $20 → $21 | Maintains | Equal-Weight | Get Alert |
| 07/19/2023 | DT | Buy Now | Dynatrace | $47.96 | 14.68% | Raimo Lenschow70% | $48 → $55 | Maintains | Equal-Weight | Get Alert |
| 07/19/2023 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 249.96% | Raimo Lenschow70% | $34 → $47 | Maintains | Overweight | Get Alert |
| 07/19/2023 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | 78.19% | Raimo Lenschow70% | $42 → $58 | Maintains | Overweight | Get Alert |
| 07/19/2023 | DDOG | Buy Now | Datadog | $105.00 | 27.62% | Raimo Lenschow70% | $90 → $134 | Maintains | Overweight | Get Alert |
| 07/19/2023 | APPN | Buy Now | Appian | $31.27 | 11.93% | Raimo Lenschow70% | $30 → $35 | Maintains | Underweight | Get Alert |
| 06/29/2023 | SNOW | Buy Now | Snowflake | $167.66 | 21.08% | Raimo Lenschow70% | $165 → $203 | Maintains | Overweight | Get Alert |
| 06/26/2023 | MDB | Buy Now | MongoDB | $171.65 | 145.27% | Raimo Lenschow70% | $374 → $421 | Maintains | Overweight | Get Alert |
| 06/14/2023 | IAS | Buy Now | Integral Ad Science | $7.25 | 175.86% | Raimo Lenschow70% | $17 → $20 | Maintains | Equal-Weight | Get Alert |
| 06/14/2023 | CFLT | Buy Now | Confluent | $19.89 | 111.16% | Raimo Lenschow70% | $26 → $42 | Maintains | Overweight | Get Alert |
| 06/13/2023 | ORCL | Buy Now | Oracle | $150.65 | -16.37% | Raimo Lenschow70% | $113 → $126 | Maintains | Equal-Weight | Get Alert |
| 06/07/2023 | ORCL | Buy Now | Oracle | $150.65 | -24.99% | Raimo Lenschow70% | $85 → $113 | Maintains | Equal-Weight | Get Alert |
| 06/07/2023 | BASE | Buy Now | Couchbase | $17.60 | 30.68% | Raimo Lenschow70% | $19 → $23 | Maintains | Overweight | Get Alert |
| 06/02/2023 | MDB | Buy Now | MongoDB | $171.65 | 117.89% | Raimo Lenschow70% | $280 → $374 | Maintains | Overweight | Get Alert |
| 06/02/2023 | ESTC | Buy Now | Elastic | $82.55 | 0.55% | Raimo Lenschow70% | $70 → $83 | Maintains | Overweight | Get Alert |
| 06/01/2023 | DSGX | Buy Now | Descartes Systems Gr | $107.10 | -39.31% | Raimo Lenschow70% | $62 → $65 | Maintains | Underweight | Get Alert |
| 05/30/2023 | PCTY | Buy Now | Paylocity Holding | $187.33 | 6.23% | Raimo Lenschow70% | → $199 | Initiates | → Equal-Weight | Get Alert |
| 05/26/2023 | WDAY | Buy Now | Workday | $248.68 | -2.28% | Raimo Lenschow70% | $216 → $243 | Maintains | Overweight | Get Alert |
| 05/25/2023 | PATH | Buy Now | UiPath | $12.00 | 33.33% | Raimo Lenschow70% | $17 → $16 | Maintains | Equal-Weight | Get Alert |
| 05/25/2023 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $122 → $130 | Maintains | Overweight | Get Alert |
| 05/25/2023 | SNOW | Buy Now | Snowflake | $167.66 | -1.59% | Raimo Lenschow70% | $171 → $165 | Maintains | Overweight | Get Alert |
| 05/19/2023 | AMAT | Buy Now | Applied Mat | $155.24 | -35.58% | Raimo Lenschow70% | $90 → $100 | Maintains | Underweight | Get Alert |
| 05/19/2023 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 75.26% | Raimo Lenschow70% | $20 → $17 | Maintains | Overweight | Get Alert |
| 05/18/2023 | NOW | Buy Now | ServiceNow | $977.36 | -42.81% | Raimo Lenschow70% | $551 → $559 | Maintains | Overweight | Get Alert |
| 05/18/2023 | DT | Buy Now | Dynatrace | $47.96 | 0.08% | Raimo Lenschow70% | $41 → $48 | Maintains | Equal-Weight | Get Alert |
| 05/15/2023 | CRM | Buy Now | Salesforce | $273.25 | -10.34% | Raimo Lenschow70% | $225 → $245 | Maintains | Overweight | Get Alert |
| 05/15/2023 | MDB | Buy Now | MongoDB | $171.65 | 63.12% | Raimo Lenschow70% | $257 → $280 | Maintains | Overweight | Get Alert |
| 05/15/2023 | INTU | Buy Now | Intuit | $631.68 | -21.64% | Raimo Lenschow70% | $465 → $495 | Maintains | Overweight | Get Alert |
| 05/05/2023 | JAMF | Buy Now | Jamf Holding | $11.48 | 82.93% | Raimo Lenschow70% | $25 → $21 | Maintains | Overweight | Get Alert |
| 05/05/2023 | TDC | Buy Now | Teradata | $22.07 | 85.77% | Raimo Lenschow70% | $37 → $41 | Maintains | Underweight | Get Alert |
| 05/04/2023 | CFLT | Buy Now | Confluent | $19.89 | 40.77% | Raimo Lenschow70% | $29 → $28 | Maintains | Overweight | Get Alert |
| 05/04/2023 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $74 → $73 | Maintains | Equal-Weight | Get Alert |
| 05/03/2023 | SPT | Buy Now | Sprout Social | $21.44 | 189.18% | Raimo Lenschow70% | $72 → $62 | Maintains | Overweight | Get Alert |
| 04/27/2023 | PEGA | Buy Now | Pegasystems | $92.16 | -59.85% | Raimo Lenschow70% | $30 → $37 | Maintains | Underweight | Get Alert |
| 04/27/2023 | NOW | Buy Now | ServiceNow | $977.36 | -43.62% | Raimo Lenschow70% | $535 → $551 | Maintains | Overweight | Get Alert |
| 04/26/2023 | MSFT | Buy Now | Microsoft | $434.72 | -22.71% | Raimo Lenschow70% | $310 → $336 | Maintains | Overweight | Get Alert |
| 04/24/2023 | SAP | Buy Now | SAP | $301.60 | -54.91% | Raimo Lenschow70% | $134 → $136 | Maintains | Overweight | Get Alert |
| 04/17/2023 | TSLA | Buy Now | Tesla | $288.08 | -20.16% | Raimo Lenschow70% | $275 → $230 | Maintains | Overweight | Get Alert |
| 04/17/2023 | TDC | Buy Now | Teradata | $22.07 | 67.65% | Raimo Lenschow70% | $35 → $37 | Maintains | Underweight | Get Alert |
| 04/17/2023 | NOW | Buy Now | ServiceNow | $977.36 | -45.26% | Raimo Lenschow70% | $495 → $535 | Maintains | Overweight | Get Alert |
| 04/17/2023 | SAP | Buy Now | SAP | $301.60 | -55.57% | Raimo Lenschow70% | $137 → $134 | Maintains | Overweight | Get Alert |
| 04/17/2023 | MSFT | Buy Now | Microsoft | $434.72 | -28.69% | Raimo Lenschow70% | $280 → $310 | Maintains | Overweight | Get Alert |
| 04/17/2023 | IAS | Buy Now | Integral Ad Science | $7.25 | 120.69% | Raimo Lenschow70% | $11 → $16 | Maintains | Equal-Weight | Get Alert |
| 04/17/2023 | CFLT | Buy Now | Confluent | $19.89 | 45.8% | Raimo Lenschow70% | $26 → $29 | Maintains | Overweight | Get Alert |
| 04/17/2023 | VC | Buy Now | Visteon | $79.89 | 62.72% | Raimo Lenschow70% | $135 → $130 | Maintains | Underweight | Get Alert |
| 03/22/2023 | OTEX | Buy Now | Open Text | $26.16 | 56.73% | Raimo Lenschow70% | → $41 | Reinstates | → Equal-Weight | Get Alert |
| 03/16/2023 | PATH | Buy Now | UiPath | $12.00 | 41.67% | Raimo Lenschow70% | $13 → $17 | Maintains | Equal-Weight | Get Alert |
| 03/09/2023 | MDB | Buy Now | MongoDB | $171.65 | 49.72% | Raimo Lenschow70% | $264 → $257 | Maintains | Overweight | Get Alert |
| 03/08/2023 | SAP | Buy Now | SAP | $301.60 | -54.58% | Raimo Lenschow70% | $136 → $137 | Maintains | Overweight | Get Alert |
| 03/02/2023 | SNOW | Buy Now | Snowflake | $167.66 | 1.99% | Raimo Lenschow70% | $180 → $171 | Maintains | Overweight | Get Alert |
| 03/02/2023 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 153.16% | Raimo Lenschow70% | $29 → $34 | Maintains | Overweight | Get Alert |
| 03/02/2023 | CRM | Buy Now | Salesforce | $273.25 | -17.66% | Raimo Lenschow70% | $195 → $225 | Maintains | Overweight | Get Alert |
| 03/01/2023 | JAMF | Buy Now | Jamf Holding | $11.48 | 117.77% | Raimo Lenschow70% | $23 → $25 | Maintains | Overweight | Get Alert |
| 02/28/2023 | WDAY | Buy Now | Workday | $248.68 | -13.14% | Raimo Lenschow70% | $220 → $216 | Maintains | Overweight | Get Alert |
| 02/22/2023 | SPT | Buy Now | Sprout Social | $21.44 | 235.82% | Raimo Lenschow70% | $63 → $72 | Maintains | Overweight | Get Alert |
| 02/15/2023 | WDAY | Buy Now | Workday | $248.68 | -11.53% | Raimo Lenschow70% | $203 → $220 | Maintains | Overweight | Get Alert |
| 02/15/2023 | CXM | Buy Now | Sprinklr | $7.76 | 67.53% | Raimo Lenschow70% | $10 → $13 | Maintains | Overweight | Get Alert |
| 02/15/2023 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $110 → $122 | Maintains | Overweight | Get Alert |
| 02/15/2023 | SNOW | Buy Now | Snowflake | $167.66 | 7.36% | Raimo Lenschow70% | $169 → $180 | Maintains | Overweight | Get Alert |
| 02/15/2023 | CRM | Buy Now | Salesforce | $273.25 | -28.64% | Raimo Lenschow70% | $180 → $195 | Maintains | Overweight | Get Alert |
| 02/15/2023 | MDB | Buy Now | MongoDB | $171.65 | 53.8% | Raimo Lenschow70% | $240 → $264 | Maintains | Overweight | Get Alert |
| 02/15/2023 | ESTC | Buy Now | Elastic | $82.55 | -15.2% | Raimo Lenschow70% | $62 → $70 | Maintains | Overweight | Get Alert |
| 02/15/2023 | BASE | Buy Now | Couchbase | $17.60 | 7.95% | Raimo Lenschow70% | $16 → $19 | Maintains | Overweight | Get Alert |
| 02/14/2023 | TDC | Buy Now | Teradata | $22.07 | 58.59% | Raimo Lenschow70% | $33 → $35 | Maintains | Underweight | Get Alert |
| 02/09/2023 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $64 → $74 | Maintains | Equal-Weight | Get Alert |
| 02/08/2023 | PAYC | Buy Now | Paycom Software | $227.37 | 47.78% | Raimo Lenschow70% | $324 → $336 | Maintains | Equal-Weight | Get Alert |
| 02/07/2023 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 288.57% | Raimo Lenschow70% | $36 → $34 | Maintains | Overweight | Get Alert |
| 02/02/2023 | DT | Buy Now | Dynatrace | $47.96 | -14.51% | Raimo Lenschow70% | $39 → $41 | Maintains | Equal-Weight | Get Alert |
| 01/31/2023 | CFLT | Buy Now | Confluent | $19.89 | 30.72% | Raimo Lenschow70% | $24 → $26 | Maintains | Overweight | Get Alert |
| 01/30/2023 | V | Buy Now | Visa | $347.60 | -22.32% | Raimo Lenschow70% | $266 → $270 | Maintains | Overweight | Get Alert |
| 01/30/2023 | RELY | Buy Now | Remitly Global | $21.27 | -29.48% | Raimo Lenschow70% | $12 → $15 | Maintains | Overweight | Get Alert |
| 01/30/2023 | MA | Buy Now | Mastercard | $559.35 | -21.87% | Raimo Lenschow70% | $427 → $437 | Maintains | Overweight | Get Alert |
| 01/27/2023 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow70% | $11 → $15 | Maintains | Equal-Weight | Get Alert |
| 01/26/2023 | NOW | Buy Now | ServiceNow | $977.36 | -49.35% | Raimo Lenschow70% | $496 → $495 | Maintains | Overweight | Get Alert |
| 01/23/2023 | AMAT | Buy Now | Applied Mat | $155.24 | -42.03% | Raimo Lenschow70% | $80 → $90 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 01/10/2023 | DDOG | Buy Now | Datadog | $105.00 | -20.95% | Raimo Lenschow70% | $98 → $83 | Maintains | Overweight | Get Alert |
| 01/10/2023 | BASE | Buy Now | Couchbase | $17.60 | -9.09% | Raimo Lenschow70% | $18 → $16 | Maintains | Overweight | Get Alert |
| 01/10/2023 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $66 → $64 | Maintains | Equal-Weight | Get Alert |
| 01/10/2023 | BIGC | Buy Now | BigCommerce Holdings | $5.11 | 95.69% | Raimo Lenschow70% | $16 → $10 | Maintains | Equal-Weight | Get Alert |
| 01/10/2023 | APPN | Buy Now | Appian | $31.27 | -20.05% | Raimo Lenschow70% | $30 → $25 | Maintains | Underweight | Get Alert |
| 01/10/2023 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | -1.69% | Raimo Lenschow70% | $37 → $32 | Maintains | Overweight | Get Alert |
| 01/10/2023 | ESTC | Buy Now | Elastic | $82.55 | -24.89% | Raimo Lenschow70% | $77 → $62 | Maintains | Overweight | Get Alert |
| 01/10/2023 | JAMF | Buy Now | Jamf Holding | $11.48 | 100.35% | Raimo Lenschow70% | $26 → $23 | Maintains | Overweight | Get Alert |
| 01/10/2023 | PAYC | Buy Now | Paycom Software | $227.37 | 42.5% | Raimo Lenschow70% | $347 → $324 | Maintains | Equal-Weight | Get Alert |
| 01/10/2023 | SNOW | Buy Now | Snowflake | $167.66 | 0.8% | Raimo Lenschow70% | $180 → $169 | Maintains | Overweight | Get Alert |
| 01/10/2023 | CXM | Buy Now | Sprinklr | $7.76 | 28.87% | Raimo Lenschow70% | $11 → $10 | Maintains | Overweight | Get Alert |
| 01/10/2023 | PATH | Buy Now | UiPath | $12.00 | 8.33% | Raimo Lenschow70% | $15 → $13 | Maintains | Equal-Weight | Get Alert |
| 01/10/2023 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 311.43% | Raimo Lenschow70% | $46 → $36 | Maintains | Overweight | Get Alert |
| 01/10/2023 | MSFT | Buy Now | Microsoft | $434.72 | -35.59% | Raimo Lenschow70% | $296 → $280 | Maintains | Overweight | Get Alert |
| 01/10/2023 | DT | Buy Now | Dynatrace | $47.96 | -18.68% | Raimo Lenschow70% | → $39 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/10/2023 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 115.93% | Raimo Lenschow70% | → $29 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/10/2023 | CFLT | Buy Now | Confluent | $19.89 | 20.66% | Raimo Lenschow70% | → $24 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 12/13/2022 | ORCL | Buy Now | Oracle | $150.65 | -46.23% | Raimo Lenschow70% | → $81 | Maintains | Equal-Weight | Get Alert |
| 12/08/2022 | DSGX | Buy Now | Descartes Systems Gr | $107.10 | -45.85% | Raimo Lenschow70% | $60 → $58 | Maintains | Underweight | Get Alert |
| 12/07/2022 | MDB | Buy Now | MongoDB | $171.65 | 39.82% | Raimo Lenschow70% | $233 → $240 | Maintains | Overweight | Get Alert |
| 12/07/2022 | BASE | Buy Now | Couchbase | $17.60 | 2.27% | Raimo Lenschow70% | $17 → $18 | Maintains | Overweight | Get Alert |
| 12/05/2022 | ORCL | Buy Now | Oracle | $150.65 | -46.23% | Raimo Lenschow70% | $70 → $81 | Maintains | Equal-Weight | Get Alert |
| 12/01/2022 | CRM | Buy Now | Salesforce | $273.25 | -34.13% | Raimo Lenschow70% | $193 → $180 | Maintains | Overweight | Get Alert |
| 12/01/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $100 → $110 | Maintains | Overweight | Get Alert |
| 11/30/2022 | INTU | Buy Now | Intuit | $631.68 | -26.39% | Raimo Lenschow70% | $490 → $465 | Maintains | Overweight | Get Alert |
| 11/30/2022 | WDAY | Buy Now | Workday | $248.68 | -18.37% | Raimo Lenschow70% | $198 → $203 | Maintains | Overweight | Get Alert |
| 11/21/2022 | SAP | Buy Now | SAP | $301.60 | -54.91% | Raimo Lenschow70% | $106 → $136 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 11/18/2022 | BASE | Buy Now | Couchbase | $17.60 | -3.41% | Raimo Lenschow70% | $20 → $17 | Maintains | Overweight | Get Alert |
| 11/18/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $59 → $5.3 | Maintains | Equal-Weight | Get Alert |
| 11/18/2022 | ESTC | Buy Now | Elastic | $82.55 | -3.09% | Raimo Lenschow70% | $85 → $80 | Maintains | Overweight | Get Alert |
| 11/18/2022 | INTU | Buy Now | Intuit | $631.68 | -22.43% | Raimo Lenschow70% | $502 → $490 | Maintains | Overweight | Get Alert |
| 11/18/2022 | MDB | Buy Now | MongoDB | $171.65 | 35.74% | Raimo Lenschow70% | $300 → $233 | Maintains | Overweight | Get Alert |
| 11/18/2022 | CRM | Buy Now | Salesforce | $273.25 | -29.37% | Raimo Lenschow70% | $202 → $193 | Maintains | Overweight | Get Alert |
| 11/18/2022 | SNOW | Buy Now | Snowflake | $167.66 | 19.29% | Raimo Lenschow70% | $207 → $200 | Maintains | Overweight | Get Alert |
| 11/18/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $105 → $100 | Maintains | Overweight | Get Alert |
| 11/18/2022 | CXM | Buy Now | Sprinklr | $7.76 | 41.75% | Raimo Lenschow70% | $12 → $11 | Maintains | Overweight | Get Alert |
| 11/18/2022 | WDAY | Buy Now | Workday | $248.68 | -20.38% | Raimo Lenschow70% | $208 → $198 | Maintains | Overweight | Get Alert |
| 11/18/2022 | IAS | Buy Now | Integral Ad Science | $7.25 | 37.93% | Raimo Lenschow70% | $8 → $10 | Maintains | Equal-Weight | Get Alert |
| 11/17/2022 | SMWB | Buy Now | Similarweb | $7.50 | 6.67% | Raimo Lenschow70% | $14 → $8 | Maintains | Overweight | Get Alert |
| 11/08/2022 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | 13.67% | Raimo Lenschow70% | $45 → $37 | Maintains | Overweight | Get Alert |
| 11/04/2022 | SPT | Buy Now | Sprout Social | $21.44 | 193.84% | Raimo Lenschow70% | $70 → $63 | Maintains | Overweight | Get Alert |
| 11/04/2022 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 106.19% | Raimo Lenschow70% | $27 → $20 | Maintains | Overweight | Get Alert |
| 11/03/2022 | CFLT | Buy Now | Confluent | $19.89 | 35.75% | Raimo Lenschow70% | $30 → $27 | Maintains | Equal-Weight | Get Alert |
| 11/02/2022 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 425.71% | Raimo Lenschow70% | $54 → $46 | Maintains | Overweight | Get Alert |
| 10/31/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $54 → $64 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 10/26/2022 | MSFT | Buy Now | Microsoft | $434.72 | -31.91% | Raimo Lenschow70% | $310 → $296 | Maintains | Overweight | Get Alert |
| 10/18/2022 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 517.14% | Raimo Lenschow70% | $50 → $54 | Maintains | Overweight | Get Alert |
| 10/18/2022 | TDC | Buy Now | Teradata | $22.07 | 49.52% | Raimo Lenschow70% | $36 → $33 | Maintains | Underweight | Get Alert |
| 10/18/2022 | CXM | Buy Now | Sprinklr | $7.76 | 54.64% | Raimo Lenschow70% | $15 → $12 | Maintains | Overweight | Get Alert |
| 10/18/2022 | SPT | Buy Now | Sprout Social | $21.44 | 226.49% | Raimo Lenschow70% | $66 → $70 | Maintains | Overweight | Get Alert |
| 10/18/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $140 → $105 | Maintains | Overweight | Get Alert |
| 10/18/2022 | NOW | Buy Now | ServiceNow | $977.36 | -48.74% | Raimo Lenschow70% | $495 → $501 | Maintains | Overweight | Get Alert |
| 10/18/2022 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow70% | $16 → $11 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | PAYC | Buy Now | Paycom Software | $227.37 | 50.86% | Raimo Lenschow70% | $339 → $343 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | ORCL | Buy Now | Oracle | $150.65 | -53.54% | Raimo Lenschow70% | $82 → $70 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | MDB | Buy Now | MongoDB | $171.65 | 74.77% | Raimo Lenschow70% | $360 → $300 | Maintains | Overweight | Get Alert |
| 10/18/2022 | INTU | Buy Now | Intuit | $631.68 | -20.53% | Raimo Lenschow70% | $585 → $502 | Maintains | Overweight | Get Alert |
| 10/18/2022 | IAS | Buy Now | Integral Ad Science | $7.25 | 10.34% | Raimo Lenschow70% | $10 → $8 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | ESTC | Buy Now | Elastic | $82.55 | 2.97% | Raimo Lenschow70% | $105 → $85 | Maintains | Overweight | Get Alert |
| 10/18/2022 | DT | Buy Now | Dynatrace | $47.96 | -6.17% | Raimo Lenschow70% | $50 → $45 | Maintains | Overweight | Get Alert |
| 10/18/2022 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 93.6% | Raimo Lenschow70% | $27 → $26 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | 38.25% | Raimo Lenschow70% | $55 → $45 | Maintains | Overweight | Get Alert |
| 10/18/2022 | DDOG | Buy Now | Datadog | $105.00 | 4.76% | Raimo Lenschow70% | $130 → $110 | Maintains | Overweight | Get Alert |
| 10/18/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $71 → $59 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | BASE | Buy Now | Couchbase | $17.60 | 13.64% | Raimo Lenschow70% | $22 → $20 | Maintains | Overweight | Get Alert |
| 10/18/2022 | CFLT | Buy Now | Confluent | $19.89 | 50.83% | Raimo Lenschow70% | $32 → $30 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $52 → $54 | Maintains | Underweight | Get Alert |
| 10/18/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.11 | 252.24% | Raimo Lenschow70% | $20 → $18 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | APPN | Buy Now | Appian | $31.27 | 2.33% | Raimo Lenschow70% | $37 → $32 | Maintains | Underweight | Get Alert |
| 10/18/2022 | DSGX | Buy Now | Descartes Systems Gr | $107.10 | -43.98% | Raimo Lenschow70% | $72 → $60 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 10/18/2022 | MSFT | Buy Now | Microsoft | $434.72 | -28.69% | Raimo Lenschow70% | $335 → $310 | Maintains | Overweight | Get Alert |
| 10/18/2022 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow70% | $15 → $9 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 10/18/2022 | JAMF | Buy Now | Jamf Holding | $11.48 | 143.9% | Raimo Lenschow70% | $26 → $28 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 10/18/2022 | PEGA | Buy Now | Pegasystems | $92.16 | -72.87% | Raimo Lenschow70% | $50 → $25 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 10/18/2022 | PATH | Buy Now | UiPath | $12.00 | 25% | Raimo Lenschow70% | $17 → $15 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 09/28/2022 | PATH | Buy Now | UiPath | $12.00 | 41.67% | Raimo Lenschow70% | $18 → $17 | Maintains | Overweight | Get Alert |
| 09/08/2022 | BASE | Buy Now | Couchbase | $17.60 | 25% | Raimo Lenschow70% | $23 → $22 | Maintains | Overweight | Get Alert |
| 09/07/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $85 → $71 | Maintains | Equal-Weight | Get Alert |
| 09/01/2022 | MDB | Buy Now | MongoDB | $171.65 | 109.73% | Raimo Lenschow70% | $438 → $360 | Maintains | Overweight | Get Alert |
| 08/25/2022 | SNOW | Buy Now | Snowflake | $167.66 | 23.46% | Raimo Lenschow70% | $210 → $207 | Maintains | Overweight | Get Alert |
| 08/25/2022 | CRM | Buy Now | Salesforce | $273.25 | -26.08% | Raimo Lenschow70% | $218 → $202 | Maintains | Overweight | Get Alert |
| 08/24/2022 | INTU | Buy Now | Intuit | $631.68 | -7.39% | Raimo Lenschow70% | $580 → $585 | Maintains | Overweight | Get Alert |
| 08/16/2022 | MDB | Buy Now | MongoDB | $171.65 | 155.17% | Raimo Lenschow70% | $338 → $438 | Maintains | Overweight | Get Alert |
| 08/16/2022 | SKIL | Buy Now | Skillsoft | $19.41 | -63.94% | Raimo Lenschow70% | $160 → $140 | Maintains | Overweight | Get Alert |
| 08/16/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $125 → $140 | Maintains | Overweight | Get Alert |
| 08/16/2022 | INTU | Buy Now | Intuit | $631.68 | -8.18% | Raimo Lenschow70% | $480 → $580 | Maintains | Overweight | Get Alert |
| 08/16/2022 | ESTC | Buy Now | Elastic | $82.55 | 27.2% | Raimo Lenschow70% | $90 → $105 | Maintains | Overweight | Get Alert |
| 08/16/2022 | DSGX | Buy Now | Descartes Systems Gr | $107.10 | -32.77% | Raimo Lenschow70% | $62 → $72 | Maintains | Overweight | Get Alert |
| 08/16/2022 | BASE | Buy Now | Couchbase | $17.60 | 30.68% | Raimo Lenschow70% | $19 → $23 | Maintains | Overweight | Get Alert |
| 08/16/2022 | SNOW | Buy Now | Snowflake | $167.66 | 25.25% | Raimo Lenschow70% | $158 → $210 | Maintains | Overweight | Get Alert |
| 08/08/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.11 | 291.38% | Raimo Lenschow70% | $21 → $20 | Maintains | Equal-Weight | Get Alert |
| 08/05/2022 | DDOG | Buy Now | Datadog | $105.00 | 23.81% | Raimo Lenschow70% | $150 → $130 | Maintains | Overweight | Get Alert |
| 08/04/2022 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 101.04% | Raimo Lenschow70% | $21 → $27 | Maintains | Equal-Weight | Get Alert |
| 08/04/2022 | CFLT | Buy Now | Confluent | $19.89 | 60.88% | Raimo Lenschow70% | $28 → $32 | Maintains | Equal-Weight | Get Alert |
| 07/28/2022 | NOW | Buy Now | ServiceNow | $977.36 | -49.35% | Raimo Lenschow70% | $560 → $495 | Maintains | Overweight | Get Alert |
| 07/26/2022 | FRSH | Buy Now | Freshworks | $14.70 | 2.04% | Raimo Lenschow70% | $18 → $15 | Maintains | Equal-Weight | Get Alert |
| 07/22/2022 | SAP | Buy Now | SAP | $301.60 | -64.85% | Raimo Lenschow70% | $108 → $106 | Maintains | Equal-Weight | Get Alert |
| 07/20/2022 | ESTC | Buy Now | Elastic | $82.55 | 9.02% | Raimo Lenschow70% | $80 → $90 | Maintains | Overweight | Get Alert |
| 07/18/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $59 → $52 | Maintains | Underweight | Get Alert |
| 07/18/2022 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 471.43% | Raimo Lenschow70% | $64 → $50 | Maintains | Overweight | Get Alert |
| 07/18/2022 | TDC | Buy Now | Teradata | $22.07 | 63.12% | Raimo Lenschow70% | $42 → $36 | Maintains | Underweight | Get Alert |
| 07/18/2022 | NOW | Buy Now | ServiceNow | $977.36 | -42.7% | Raimo Lenschow70% | $613 → $560 | Maintains | Overweight | Get Alert |
| 07/18/2022 | PEGA | Buy Now | Pegasystems | $92.16 | -45.75% | Raimo Lenschow70% | $80 → $50 | Maintains | Equal-Weight | Get Alert |
| 07/18/2022 | PAYC | Buy Now | Paycom Software | $227.37 | 35.46% | Raimo Lenschow70% | $334 → $308 | Maintains | Equal-Weight | Get Alert |
| 07/18/2022 | CFLT | Buy Now | Confluent | $19.89 | 40.77% | Raimo Lenschow70% | $30 → $28 | Maintains | Equal-Weight | Get Alert |
| 07/18/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.11 | 310.95% | Raimo Lenschow70% | $22 → $21 | Maintains | Equal-Weight | Get Alert |
| 07/18/2022 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow70% | $30 → $16 | Maintains | Equal-Weight | Get Alert |
| 07/06/2022 | SAP | Buy Now | SAP | $301.60 | -64.19% | Raimo Lenschow70% | $142 → $108 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 06/15/2022 | CXM | Buy Now | Sprinklr | $7.76 | 93.3% | Raimo Lenschow70% | $14 → $15 | Maintains | Overweight | Get Alert |
| 06/10/2022 | MSFT | Buy Now | Microsoft | $434.72 | -22.94% | Raimo Lenschow70% | $363 → $335 | Maintains | Overweight | Get Alert |
| 06/08/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $90 → $85 | Maintains | Equal-Weight | Get Alert |
| 06/07/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $90 → $85 | Maintains | Equal-Weight | Get Alert |
| 06/03/2022 | DSGX | Buy Now | Descartes Systems Gr | $107.10 | -42.11% | Raimo Lenschow70% | $61 → $62 | Maintains | Equal-Weight | Get Alert |
| 06/02/2022 | MDB | Buy Now | MongoDB | $171.65 | 96.91% | Raimo Lenschow70% | $330 → $338 | Maintains | Overweight | Get Alert |
| 06/01/2022 | CRM | Buy Now | Salesforce | $273.25 | -20.22% | Raimo Lenschow70% | $208 → $218 | Maintains | Overweight | Get Alert |
| 05/27/2022 | WDAY | Buy Now | Workday | $248.68 | -16.36% | Raimo Lenschow70% | $238 → $208 | Maintains | Overweight | Get Alert |
| 05/26/2022 | SNOW | Buy Now | Snowflake | $167.66 | -5.76% | Raimo Lenschow70% | $218 → $158 | Maintains | Overweight | Get Alert |
| 05/25/2022 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow70% | $23 → $15 | Maintains | Overweight | Get Alert |
| 05/20/2022 | WDAY | Buy Now | Workday | $248.68 | -4.29% | Raimo Lenschow70% | $319 → $238 | Maintains | Overweight | Get Alert |
| 05/20/2022 | PATH | Buy Now | UiPath | $12.00 | 108.34% | Raimo Lenschow70% | $36 → $25 | Maintains | Overweight | Get Alert |
| 05/20/2022 | CXM | Buy Now | Sprinklr | $7.76 | 80.41% | Raimo Lenschow70% | $19 → $14 | Maintains | Overweight | Get Alert |
| 05/20/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $157 → $135 | Maintains | Overweight | Get Alert |
| 05/20/2022 | SNOW | Buy Now | Snowflake | $167.66 | 30.03% | Raimo Lenschow70% | $313 → $218 | Maintains | Overweight | Get Alert |
| 05/20/2022 | CRM | Buy Now | Salesforce | $273.25 | -23.88% | Raimo Lenschow70% | $275 → $208 | Maintains | Overweight | Get Alert |
| 05/20/2022 | MDB | Buy Now | MongoDB | $171.65 | 92.25% | Raimo Lenschow70% | $410 → $330 | Maintains | Overweight | Get Alert |
| 05/20/2022 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 219.59% | Raimo Lenschow70% | $42 → $31 | Maintains | Overweight | Get Alert |
| 05/20/2022 | INTU | Buy Now | Intuit | $631.68 | -24.01% | Raimo Lenschow70% | $585 → $480 | Maintains | Overweight | Get Alert |
| 05/20/2022 | ESTC | Buy Now | Elastic | $82.55 | -3.09% | Raimo Lenschow70% | $135 → $80 | Maintains | Overweight | Get Alert |
| 05/20/2022 | DSGX | Buy Now | Descartes Systems Gr | $107.10 | -43.04% | Raimo Lenschow70% | $78 → $61 | Maintains | Equal-Weight | Get Alert |
| 05/19/2022 | DT | Buy Now | Dynatrace | $47.96 | -6.17% | Raimo Lenschow70% | $55 → $45 | Maintains | Overweight | Get Alert |
| 05/12/2022 | IAS | Buy Now | Integral Ad Science | $7.25 | 65.52% | Raimo Lenschow70% | $17 → $12 | Maintains | Equal-Weight | Get Alert |
| 05/11/2022 | JAMF | Buy Now | Jamf Holding | $11.48 | 126.48% | Raimo Lenschow70% | $37 → $26 | Maintains | Equal-Weight | Get Alert |
| 05/05/2022 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | 68.97% | Raimo Lenschow70% | $70 → $55 | Maintains | Overweight | Get Alert |
| 05/04/2022 | SPT | Buy Now | Sprout Social | $21.44 | 268.47% | Raimo Lenschow70% | $91 → $79 | Maintains | Overweight | Get Alert |
| 05/03/2022 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 631.43% | Raimo Lenschow70% | $68 → $64 | Maintains | Overweight | Get Alert |
| 05/03/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.11 | 330.52% | Raimo Lenschow70% | $26 → $22 | Maintains | Equal-Weight | Get Alert |
| 04/28/2022 | NOW | Buy Now | ServiceNow | $977.36 | -37.28% | Raimo Lenschow70% | $652 → $613 | Maintains | Overweight | Get Alert |
| 04/22/2022 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow70% | $32 → $30 | Maintains | Equal-Weight | Get Alert |
| 04/19/2022 | PEGA | Buy Now | Pegasystems | $92.16 | -13.19% | Raimo Lenschow70% | $110 → $80 | Maintains | Equal-Weight | Get Alert |
| 04/19/2022 | PAYC | Buy Now | Paycom Software | $227.37 | 44.26% | Raimo Lenschow70% | $380 → $328 | Maintains | Equal-Weight | Get Alert |
| 04/19/2022 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 332.99% | Raimo Lenschow70% | $50 → $42 | Maintains | Overweight | Get Alert |
| 04/19/2022 | IAS | Buy Now | Integral Ad Science | $7.25 | 134.48% | Raimo Lenschow70% | $20 → $17 | Maintains | Equal-Weight | Get Alert |
| 04/19/2022 | DDOG | Buy Now | Datadog | $105.00 | 80.95% | Raimo Lenschow70% | $210 → $190 | Maintains | Overweight | Get Alert |
| 04/19/2022 | CFLT | Buy Now | Confluent | $19.89 | 121.22% | Raimo Lenschow70% | $71 → $44 | Maintains | Equal-Weight | Get Alert |
| 04/19/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $83 → $60 | Maintains | Underweight | Get Alert |
| 04/19/2022 | APPN | Buy Now | Appian | $31.27 | 34.31% | Raimo Lenschow70% | $47 → $42 | Maintains | Underweight | Get Alert |
| 04/01/2022 | BRZE | Buy Now | Braze | $32.80 | 128.66% | Raimo Lenschow70% | $95 → $75 | Maintains | Overweight | Get Alert |
| 03/10/2022 | BASE | Buy Now | Couchbase | $17.60 | 47.73% | Raimo Lenschow70% | $30 → $26 | Maintains | Overweight | Get Alert |
| 03/09/2022 | MDB | Buy Now | MongoDB | $171.65 | 138.86% | Raimo Lenschow70% | $556 → $410 | Maintains | Overweight | Get Alert |
| 03/09/2022 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 108.49% | Raimo Lenschow70% | $31 → $28 | Maintains | Equal-Weight | Get Alert |
| 03/03/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $160 → $157 | Maintains | Overweight | Get Alert |
| 03/03/2022 | DSGX | Buy Now | Descartes Systems Gr | $107.10 | -27.17% | Raimo Lenschow70% | $80 → $78 | Maintains | Equal-Weight | Get Alert |
| 03/03/2022 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow70% | $58 → $59 | Maintains | Overweight | Get Alert |
| 03/03/2022 | SNOW | Buy Now | Snowflake | $167.66 | 86.69% | Raimo Lenschow70% | $367 → $313 | Maintains | Overweight | Get Alert |
| 03/01/2022 | WDAY | Buy Now | Workday | $248.68 | 28.28% | Raimo Lenschow70% | $318 → $319 | Maintains | Overweight | Get Alert |
| 02/25/2022 | INTU | Buy Now | Intuit | $631.68 | -7.39% | Raimo Lenschow70% | → $585 | Maintains | Overweight | Get Alert |
| 02/23/2022 | SPT | Buy Now | Sprout Social | $21.44 | 240.49% | Raimo Lenschow70% | $92 → $73 | Maintains | Overweight | Get Alert |
| 02/23/2022 | SMWB | Buy Now | Similarweb | $7.50 | 193.33% | Raimo Lenschow70% | → $22 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 02/22/2022 | INTU | Buy Now | Intuit | $631.68 | -1.06% | Raimo Lenschow70% | $715 → $625 | Maintains | Overweight | Get Alert |
| 02/10/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $92 → $83 | Maintains | Underweight | Get Alert |
| 02/04/2022 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 415.46% | Raimo Lenschow70% | $57 → $50 | Maintains | Overweight | Get Alert |
| 01/27/2022 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow70% | $34 → $32 | Maintains | Equal-Weight | Get Alert |
| 01/27/2022 | NOW | Buy Now | ServiceNow | $977.36 | -33.29% | Raimo Lenschow70% | $680 → $652 | Maintains | Overweight | Get Alert |
| 01/12/2022 | JAMF | Buy Now | Jamf Holding | $11.48 | 222.3% | Raimo Lenschow70% | $46 → $37 | Maintains | Equal-Weight | Get Alert |
| 01/12/2022 | WDAY | Buy Now | Workday | $248.68 | 27.88% | Raimo Lenschow70% | $345 → $318 | Maintains | Overweight | Get Alert |
| 01/12/2022 | INTU | Buy Now | Intuit | $631.68 | 13.19% | Raimo Lenschow70% | $802 → $715 | Maintains | Overweight | Get Alert |
| 01/12/2022 | DDOG | Buy Now | Datadog | $105.00 | 80.95% | Raimo Lenschow70% | $225 → $190 | Maintains | Overweight | Get Alert |
| 01/12/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $186 → $158 | Maintains | Equal-Weight | Get Alert |
| 01/12/2022 | BASE | Buy Now | Couchbase | $17.60 | 70.45% | Raimo Lenschow70% | $41 → $30 | Maintains | Overweight | Get Alert |
| 01/12/2022 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow70% | $88 → $80 | Maintains | Underweight | Get Alert |
| 01/12/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $115 → $92 | Maintains | Underweight | Get Alert |
| 01/12/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.11 | 604.49% | Raimo Lenschow70% | $67 → $36 | Maintains | Equal-Weight | Get Alert |
| 01/12/2022 | APPN | Buy Now | Appian | $31.27 | 50.3% | Raimo Lenschow70% | $90 → $47 | Maintains | Underweight | Get Alert |
| 01/12/2022 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow70% | $68 → $58 | Maintains | Overweight | Get Alert |
| 01/12/2022 | SNOW | Buy Now | Snowflake | $167.66 | — | Raimo Lenschow70% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 12/14/2021 | BRZE | Buy Now | Braze | $32.80 | 189.63% | Raimo Lenschow70% | → $95 | Initiates | → Overweight | Get Alert |
| 12/10/2021 | CXM | Buy Now | Sprinklr | $7.76 | 196.39% | Raimo Lenschow70% | $27 → $23 | Maintains | Overweight | Get Alert |
| 12/10/2021 | ORCL | Buy Now | Oracle | $150.65 | -39.6% | Raimo Lenschow70% | $87 → $91 | Maintains | Equal-Weight | Get Alert |
| 12/09/2021 | PATH | Buy Now | UiPath | $12.00 | 408.34% | Raimo Lenschow70% | $71 → $61 | Maintains | Overweight | Get Alert |
| 12/08/2021 | BASE | Buy Now | Couchbase | $17.60 | 132.95% | Raimo Lenschow70% | $52 → $41 | Maintains | Overweight | Get Alert |
| 12/07/2021 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $280 → $186 | Maintains | Equal-Weight | Get Alert |
| 12/02/2021 | SNOW | Buy Now | Snowflake | $167.66 | 134.4% | Raimo Lenschow70% | $360 → $393 | Maintains | Equal-Weight | Get Alert |
| 12/02/2021 | DSGX | Buy Now | Descartes Systems Gr | $107.10 | -15.97% | Raimo Lenschow70% | $89 → $90 | Maintains | Equal-Weight | Get Alert |
| 11/24/2021 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow70% | $84 → $68 | Maintains | Overweight | Get Alert |
| 11/24/2021 | VMW | Buy Now | VMware | — | — | Raimo Lenschow70% | $163 → $140 | Maintains | Overweight | Get Alert |
| 11/19/2021 | WDAY | Buy Now | Workday | $248.68 | 38.73% | Raimo Lenschow70% | $340 → $345 | Maintains | Overweight | Get Alert |
| 11/19/2021 | INTU | Buy Now | Intuit | $631.68 | 26.96% | Raimo Lenschow70% | $710 → $802 | Maintains | Overweight | Get Alert |
| 11/11/2021 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow70% | $42 → $36 | Maintains | Overweight | Get Alert |
| 11/08/2021 | DDOG | Buy Now | Datadog | $105.00 | 114.29% | Raimo Lenschow70% | $180 → $225 | Maintains | Overweight | Get Alert |
| 11/08/2021 | BIGC | Buy Now | BigCommerce Holdings | $5.11 | 1211.13% | Raimo Lenschow70% | $66 → $67 | Maintains | Equal-Weight | Get Alert |
| 11/05/2021 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 1168.04% | Raimo Lenschow70% | $137 → $123 | Maintains | Overweight | Get Alert |
| 11/05/2021 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | 268.67% | Raimo Lenschow70% | $95 → $120 | Maintains | Overweight | Get Alert |
| 11/05/2021 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow70% | $95 → $88 | Maintains | Underweight | Get Alert |
| 11/04/2021 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $106 → $115 | Maintains | Underweight | Get Alert |
| 11/03/2021 | FRSH | Buy Now | Freshworks | $14.70 | 206.12% | Raimo Lenschow70% | $44 → $45 | Maintains | Equal-Weight | Get Alert |
| 11/02/2021 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 882.86% | Raimo Lenschow70% | $83 → $86 | Maintains | Overweight | Get Alert |
| 10/28/2021 | NOW | Buy Now | ServiceNow | $977.36 | -19.07% | Raimo Lenschow70% | $784 → $791 | Maintains | Overweight | Get Alert |
| 10/28/2021 | PEGA | Buy Now | Pegasystems | $92.16 | 51.91% | Raimo Lenschow70% | $145 → $140 | Maintains | Equal-Weight | Get Alert |
| 10/27/2021 | MSFT | Buy Now | Microsoft | $434.72 | -16.5% | Raimo Lenschow70% | $345 → $363 | Maintains | Overweight | Get Alert |
| 10/21/2021 | FIVN | Buy Now | Five9 | $24.85 | 765.19% | Raimo Lenschow70% | $206 → $215 | Maintains | Overweight | Get Alert |
| 10/18/2021 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 175.5% | Raimo Lenschow70% | $42 → $37 | Maintains | Equal-Weight | Get Alert |
| 10/18/2021 | CFLT | Buy Now | Confluent | $19.89 | 241.88% | Raimo Lenschow70% | $62 → $68 | Maintains | Equal-Weight | Get Alert |
| 10/18/2021 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $105 → $106 | Maintains | Underweight | Get Alert |
| 10/18/2021 | FRSH | Buy Now | Freshworks | $14.70 | 199.32% | Raimo Lenschow70% | → $44 | Initiates | → Equal-Weight | Get Alert |
| 10/01/2021 | FIVN | Buy Now | Five9 | $24.85 | 728.97% | Raimo Lenschow70% | → $206 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/17/2021 | JAMF | Buy Now | Jamf Holding | $11.48 | 291.99% | Raimo Lenschow70% | $38 → $45 | Maintains | Equal-Weight | Get Alert |
| 09/17/2021 | INTU | Buy Now | Intuit | $631.68 | 10.02% | Raimo Lenschow70% | $670 → $695 | Maintains | Overweight | Get Alert |
| 09/17/2021 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 1446.39% | Raimo Lenschow70% | $118 → $150 | Maintains | Overweight | Get Alert |
| 09/17/2021 | WDAY | Buy Now | Workday | $248.68 | 36.72% | Raimo Lenschow70% | $309 → $340 | Maintains | Overweight | Get Alert |
| 09/17/2021 | SPT | Buy Now | Sprout Social | $21.44 | 636.94% | Raimo Lenschow70% | $112 → $158 | Maintains | Overweight | Get Alert |
| 09/17/2021 | NOW | Buy Now | ServiceNow | $977.36 | -19.78% | Raimo Lenschow70% | $667 → $784 | Maintains | Overweight | Get Alert |
| 09/17/2021 | CRM | Buy Now | Salesforce | $273.25 | 20.77% | Raimo Lenschow70% | $320 → $330 | Maintains | Overweight | Get Alert |
| 09/17/2021 | MDB | Buy Now | MongoDB | $171.65 | 243.72% | Raimo Lenschow70% | $505 → $590 | Maintains | Overweight | Get Alert |
| 09/17/2021 | MSFT | Buy Now | Microsoft | $434.72 | -20.64% | Raimo Lenschow70% | $330 → $345 | Maintains | Overweight | Get Alert |
| 09/17/2021 | LPSN | Buy Now | LivePerson | $0.89 | 8888.76% | Raimo Lenschow70% | $76 → $80 | Maintains | Overweight | Get Alert |
| 09/17/2021 | DT | Buy Now | Dynatrace | $47.96 | 77.23% | Raimo Lenschow70% | $75 → $85 | Maintains | Overweight | Get Alert |
| 09/17/2021 | DDOG | Buy Now | Datadog | $105.00 | 71.43% | Raimo Lenschow70% | $156 → $180 | Maintains | Overweight | Get Alert |
| 09/17/2021 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | 191.86% | Raimo Lenschow70% | $66 → $95 | Maintains | Overweight | Get Alert |
| 09/17/2021 | ESTC | Buy Now | Elastic | $82.55 | 142.28% | Raimo Lenschow70% | $185 → $200 | Maintains | Overweight | Get Alert |
| 09/17/2021 | APPN | Buy Now | Appian | $31.27 | 187.82% | Raimo Lenschow70% | $77 → $90 | Maintains | Underweight | Get Alert |
| 09/17/2021 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow70% | $82 → $84 | Maintains | Overweight | Get Alert |
| 09/17/2021 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 848.57% | Raimo Lenschow70% | $66 → $83 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/17/2021 | PATH | Buy Now | UiPath | $12.00 | — | Raimo Lenschow70% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/09/2021 | DSGX | Buy Now | Descartes Systems Gr | $107.10 | -22.5% | Raimo Lenschow70% | $71 → $83 | Maintains | Equal-Weight | Get Alert |
| 09/09/2021 | BASE | Buy Now | Couchbase | $17.60 | 206.82% | Raimo Lenschow70% | $42 → $54 | Maintains | Overweight | Get Alert |
| 09/08/2021 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $250 → $275 | Maintains | Equal-Weight | Get Alert |
| 09/08/2021 | PATH | Buy Now | UiPath | $12.00 | 483.34% | Raimo Lenschow70% | $73 → $70 | Maintains | Equal-Weight | Get Alert |
| 09/03/2021 | MDB | Buy Now | MongoDB | $171.65 | 194.2% | Raimo Lenschow70% | $420 → $505 | Maintains | Overweight | Get Alert |
| 09/02/2021 | ORCL | Buy Now | Oracle | $150.65 | -43.58% | Raimo Lenschow70% | $83 → $85 | Maintains | Equal-Weight | Get Alert |
| 09/01/2021 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow70% | $70 → $82 | Maintains | Overweight | Get Alert |
| 08/27/2021 | WDAY | Buy Now | Workday | $248.68 | 24.26% | Raimo Lenschow70% | $282 → $309 | Maintains | Equal-Weight | Get Alert |
| 08/26/2021 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $170 → $184 | Maintains | Overweight | Get Alert |
| 08/26/2021 | SNOW | Buy Now | Snowflake | $167.66 | 75.95% | Raimo Lenschow70% | $270 → $295 | Maintains | Equal-Weight | Get Alert |
| 08/26/2021 | CRM | Buy Now | Salesforce | $273.25 | 17.11% | Raimo Lenschow70% | $291 → $320 | Maintains | Overweight | Get Alert |
| 08/26/2021 | ESTC | Buy Now | Elastic | $82.55 | 124.11% | Raimo Lenschow70% | $180 → $185 | Maintains | Overweight | Get Alert |
| 08/25/2021 | INTU | Buy Now | Intuit | $631.68 | 6.07% | Raimo Lenschow70% | $645 → $670 | Maintains | Overweight | Get Alert |
| 08/23/2021 | CRM | Buy Now | Salesforce | $273.25 | 6.5% | Raimo Lenschow70% | $285 → $291 | Maintains | Overweight | Get Alert |
| 08/23/2021 | MDB | Buy Now | MongoDB | $171.65 | 144.68% | Raimo Lenschow70% | $390 → $420 | Maintains | Overweight | Get Alert |
| 08/23/2021 | INTU | Buy Now | Intuit | $631.68 | 2.11% | Raimo Lenschow70% | $540 → $645 | Maintains | Overweight | Get Alert |
| 08/23/2021 | DSGX | Buy Now | Descartes Systems Gr | $107.10 | -33.71% | Raimo Lenschow70% | $65 → $71 | Maintains | Equal-Weight | Get Alert |
| 08/16/2021 | BASE | Buy Now | Couchbase | $17.60 | 138.64% | Raimo Lenschow70% | → $42 | Initiates | → Overweight | Get Alert |
| 08/13/2021 | IAS | Buy Now | Integral Ad Science | $7.25 | 203.45% | Raimo Lenschow70% | $21 → $22 | Maintains | Equal-Weight | Get Alert |
| 08/13/2021 | RXT | Buy Now | Rackspace Tech | $1.42 | 956.34% | Raimo Lenschow70% | $25 → $15 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 08/06/2021 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 1116.49% | Raimo Lenschow70% | $92 → $118 | Maintains | Overweight | Get Alert |
| 08/06/2021 | OTEX | Buy Now | Open Text | $26.16 | 117.89% | Raimo Lenschow70% | $56 → $57 | Maintains | Equal-Weight | Get Alert |
| 08/06/2021 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | 102.77% | Raimo Lenschow70% | $64 → $66 | Maintains | Overweight | Get Alert |
| 08/06/2021 | DDOG | Buy Now | Datadog | $105.00 | 48.57% | Raimo Lenschow70% | $125 → $156 | Maintains | Overweight | Get Alert |
| 08/06/2021 | CFLT | Buy Now | Confluent | $19.89 | 136.3% | Raimo Lenschow70% | $42 → $47 | Maintains | Equal-Weight | Get Alert |
| 08/06/2021 | BIGC | Buy Now | BigCommerce Holdings | $5.11 | 1308.97% | Raimo Lenschow70% | $66 → $72 | Maintains | Equal-Weight | Get Alert |
| 08/03/2021 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 654.29% | Raimo Lenschow70% | $59 → $66 | Maintains | Equal-Weight | Get Alert |
| 08/03/2021 | SKIL | Buy Now | Skillsoft | $19.41 | -38.18% | Raimo Lenschow70% | → $240 | Initiates | → Overweight | Get Alert |
| 08/03/2021 | WDAY | Buy Now | Workday | $248.68 | 13.4% | Raimo Lenschow70% | $268 → $282 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 08/03/2021 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow70% | $59 → $70 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 07/30/2021 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow70% | — | Downgrade | Overweight → Underweight | Get Alert |
| 07/28/2021 | MSFT | Buy Now | Microsoft | $434.72 | -24.09% | Raimo Lenschow70% | $325 → $330 | Maintains | Overweight | Get Alert |
| 07/27/2021 | SAP | Buy Now | SAP | $301.60 | -45.29% | Raimo Lenschow70% | $162 → $165 | Maintains | Overweight | Get Alert |
| 07/26/2021 | IAS | Buy Now | Integral Ad Science | $7.25 | 189.66% | Raimo Lenschow70% | → $21 | Initiates | → Equal-Weight | Get Alert |
| 07/23/2021 | SPT | Buy Now | Sprout Social | $21.44 | 394.4% | Raimo Lenschow70% | $77 → $106 | Maintains | Overweight | Get Alert |
| 07/23/2021 | MSFT | Buy Now | Microsoft | $434.72 | -25.24% | Raimo Lenschow70% | $288 → $325 | Maintains | Overweight | Get Alert |
| 07/23/2021 | DT | Buy Now | Dynatrace | $47.96 | 54.3% | Raimo Lenschow70% | $60 → $74 | Maintains | Overweight | Get Alert |
| 07/23/2021 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | 96.62% | Raimo Lenschow70% | $58 → $64 | Maintains | Overweight | Get Alert |
| 07/23/2021 | DDOG | Buy Now | Datadog | $105.00 | 19.05% | Raimo Lenschow70% | $108 → $125 | Maintains | Overweight | Get Alert |
| 07/23/2021 | BIGC | Buy Now | BigCommerce Holdings | $5.11 | 1191.56% | Raimo Lenschow70% | $53 → $66 | Maintains | Equal-Weight | Get Alert |
| 07/19/2021 | CFLT | Buy Now | Confluent | $19.89 | 111.16% | Raimo Lenschow70% | → $42 | Initiates | → Equal-Weight | Get Alert |
| 07/19/2021 | CXM | Buy Now | Sprinklr | $7.76 | 235.05% | Raimo Lenschow70% | → $26 | Initiates | → Overweight | Get Alert |
| 07/12/2021 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow70% | → $36 | Initiates | → Overweight | Get Alert |
| 07/06/2021 | ZETA | Buy Now | Zeta Global Holdings | $13.58 | -11.63% | Raimo Lenschow70% | → $12 | Initiates | → Overweight | Get Alert |
| 06/30/2021 | AUDC | Buy Now | AudioCodes | $9.46 | 238.27% | Raimo Lenschow70% | $34 → $32 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 06/30/2021 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | → $98 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 06/30/2021 | OTEX | Buy Now | Open Text | $26.16 | 114.07% | Raimo Lenschow70% | → $56 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 06/16/2021 | ORCL | Buy Now | Oracle | $150.65 | -44.91% | Raimo Lenschow70% | $80 → $83 | Maintains | Equal-Weight | Get Alert |
| 06/09/2021 | PATH | Buy Now | UiPath | $12.00 | 508.34% | Raimo Lenschow70% | $71 → $73 | Maintains | Equal-Weight | Get Alert |
| 06/08/2021 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $292 → $250 | Maintains | Equal-Weight | Get Alert |
| 06/07/2021 | SMWB | Buy Now | Similarweb | $7.50 | 220% | Raimo Lenschow70% | → $24 | Initiates | → Equal-Weight | Get Alert |
| 06/03/2021 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $206 → $170 | Maintains | Overweight | Get Alert |
| 06/03/2021 | ESTC | Buy Now | Elastic | $82.55 | 118.05% | Raimo Lenschow70% | $200 → $180 | Maintains | Overweight | Get Alert |
| 06/03/2021 | DSGX | Buy Now | Descartes Systems Gr | $107.10 | -39.31% | Raimo Lenschow70% | $63 → $65 | Maintains | Equal-Weight | Get Alert |
| 05/28/2021 | CRM | Buy Now | Salesforce | $273.25 | 4.3% | Raimo Lenschow70% | $276 → $285 | Maintains | Overweight | Get Alert |
| 05/28/2021 | VMW | Buy Now | VMware | — | — | Raimo Lenschow70% | $180 → $190 | Maintains | Overweight | Get Alert |
| 05/26/2021 | INTU | Buy Now | Intuit | $631.68 | -14.51% | Raimo Lenschow70% | $482 → $540 | Maintains | Overweight | Get Alert |
| 05/17/2021 | DV | Buy Now | DoubleVerify Hldgs | $13.43 | 168.06% | Raimo Lenschow70% | → $36 | Initiates | → Equal-Weight | Get Alert |
| 05/17/2021 | PATH | Buy Now | UiPath | $12.00 | 491.67% | Raimo Lenschow70% | → $71 | Initiates | → Equal-Weight | Get Alert |
| 05/10/2021 | ORCL | Buy Now | Oracle | $150.65 | -46.9% | Raimo Lenschow70% | → $80 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 04/28/2021 | MSFT | Buy Now | Microsoft | $434.72 | -33.75% | Raimo Lenschow70% | $269 → $288 | Maintains | Overweight | Get Alert |
| 04/19/2021 | DOCN | Buy Now | DigitalOcean Holdings | $32.55 | 75.12% | Raimo Lenschow70% | → $57 | Initiates | → Overweight | Get Alert |
| 04/09/2021 | PAYC | Buy Now | Paycom Software | $227.37 | 86.92% | Raimo Lenschow70% | $468 → $425 | Maintains | Equal-Weight | Get Alert |
| 04/09/2021 | DDOG | Buy Now | Datadog | $105.00 | 2.86% | Raimo Lenschow70% | $135 → $108 | Maintains | Overweight | Get Alert |
| 04/09/2021 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $108 → $97 | Maintains | Equal-Weight | Get Alert |
| 03/05/2021 | ORCL | Buy Now | Oracle | $150.65 | -46.9% | Raimo Lenschow70% | $66 → $80 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 03/04/2021 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $220 → $206 | Maintains | Overweight | Get Alert |
| 03/04/2021 | SNOW | Buy Now | Snowflake | $167.66 | 61.04% | Raimo Lenschow70% | $295 → $270 | Maintains | Equal-Weight | Get Alert |
| 02/25/2021 | ESTC | Buy Now | Elastic | $82.55 | 142.28% | Raimo Lenschow70% | $175 → $200 | Maintains | Overweight | Get Alert |
| 02/24/2021 | INTU | Buy Now | Intuit | $631.68 | -23.7% | Raimo Lenschow70% | $480 → $482 | Maintains | Overweight | Get Alert |
| 02/24/2021 | SPT | Buy Now | Sprout Social | $21.44 | 291.79% | Raimo Lenschow70% | $68 → $84 | Maintains | Overweight | Get Alert |
| 02/23/2021 | FIVN | Buy Now | Five9 | $24.85 | 648.49% | Raimo Lenschow70% | $182 → $186 | Maintains | Equal-Weight | Get Alert |
| 02/23/2021 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow70% | → $45 | Initiates | → Equal-Weight | Get Alert |
| 02/19/2021 | WDAY | Buy Now | Workday | $248.68 | 11.79% | Raimo Lenschow70% | $255 → $278 | Maintains | Equal-Weight | Get Alert |
| 02/19/2021 | INTU | Buy Now | Intuit | $631.68 | -24.01% | Raimo Lenschow70% | $455 → $480 | Maintains | Overweight | Get Alert |
| 02/19/2021 | CLDR | Buy Now | Cloudera | — | — | Raimo Lenschow70% | $14 → $19 | Maintains | Equal-Weight | Get Alert |
| 02/19/2021 | APPN | Buy Now | Appian | $31.27 | 165.43% | Raimo Lenschow70% | $76 → $83 | Maintains | Underweight | Get Alert |
| 02/19/2021 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow70% | $71 → $80 | Maintains | Equal-Weight | Get Alert |
| 02/12/2021 | DDOG | Buy Now | Datadog | $105.00 | 28.57% | Raimo Lenschow70% | $115 → $135 | Maintains | Overweight | Get Alert |
| 02/05/2021 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 848.45% | Raimo Lenschow70% | $83 → $92 | Maintains | Overweight | Get Alert |
| 01/28/2021 | NOW | Buy Now | ServiceNow | $977.36 | -32.98% | Raimo Lenschow70% | $650 → $655 | Maintains | Overweight | Get Alert |
| 01/27/2021 | MSFT | Buy Now | Microsoft | $434.72 | -38.12% | Raimo Lenschow70% | $250 → $269 | Maintains | Overweight | Get Alert |
| 01/07/2021 | SAP | Buy Now | SAP | $301.60 | -45.95% | Raimo Lenschow70% | $158 → $163 | Maintains | Overweight | Get Alert |
| 12/01/2020 | APPN | Buy Now | Appian | $31.27 | — | Raimo Lenschow70% | — | Downgrade | Equal-Weight → Underweight | Get Alert |
| 11/30/2020 | WORK | Buy Now | Slack Technologies | — | — | Raimo Lenschow70% | → $36 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 11/13/2020 | JAMF | Buy Now | Jamf Holding | $11.48 | 248.43% | Raimo Lenschow70% | $42 → $40 | Maintains | Equal-Weight | Get Alert |
| 10/28/2020 | MSFT | Buy Now | Microsoft | $434.72 | -42.49% | Raimo Lenschow70% | $249 → $250 | Maintains | Overweight | Get Alert |
| 10/23/2020 | JAMF | Buy Now | Jamf Holding | $11.48 | 248.43% | Raimo Lenschow70% | $41 → $40 | Maintains | Equal-Weight | Get Alert |
| 10/23/2020 | WDAY | Buy Now | Workday | $248.68 | -4.29% | Raimo Lenschow70% | $220 → $238 | Maintains | Equal-Weight | Get Alert |
| 10/23/2020 | CRM | Buy Now | Salesforce | $273.25 | 15.28% | Raimo Lenschow70% | $264 → $315 | Maintains | Overweight | Get Alert |
| 10/23/2020 | MSFT | Buy Now | Microsoft | $434.72 | -42.72% | Raimo Lenschow70% | $234 → $249 | Maintains | Overweight | Get Alert |
| 10/12/2020 | SNOW | Buy Now | Snowflake | $167.66 | 52.69% | Raimo Lenschow70% | → $256 | Initiates | → Equal-Weight | Get Alert |
| 10/09/2020 | SWI | Buy Now | SolarWinds | — | — | Raimo Lenschow70% | $30 → $34 | Maintains | Underweight | Get Alert |
| 10/09/2020 | NOW | Buy Now | ServiceNow | $977.36 | -40.55% | Raimo Lenschow70% | $486 → $581 | Maintains | Overweight | Get Alert |
| 10/09/2020 | PEGA | Buy Now | Pegasystems | $92.16 | 41.06% | Raimo Lenschow70% | $112 → $130 | Maintains | Equal-Weight | Get Alert |
| 10/09/2020 | PAYC | Buy Now | Paycom Software | $227.37 | 53.93% | Raimo Lenschow70% | $277 → $350 | Maintains | Equal-Weight | Get Alert |
| 10/09/2020 | FIVN | Buy Now | Five9 | $24.85 | 443.26% | Raimo Lenschow70% | $121 → $135 | Maintains | Equal-Weight | Get Alert |
| 10/09/2020 | DDOG | Buy Now | Datadog | $105.00 | 20% | Raimo Lenschow70% | $107 → $126 | Maintains | Overweight | Get Alert |
| 10/09/2020 | APPN | Buy Now | Appian | $31.27 | 120.66% | Raimo Lenschow70% | $48 → $69 | Maintains | Equal-Weight | Get Alert |
| 10/08/2020 | SPT | Buy Now | Sprout Social | $21.44 | 161.19% | Raimo Lenschow70% | → $56 | Initiates | → Overweight | Get Alert |
| 10/06/2020 | LSPD | Buy Now | Lightspeed Commerce | $9.70 | 312.37% | Raimo Lenschow70% | → $40 | Initiates | → Overweight | Get Alert |
| 09/03/2020 | MDB | Buy Now | MongoDB | $171.65 | 67.2% | Raimo Lenschow70% | $280 → $287 | Maintains | Overweight | Get Alert |
| 09/02/2020 | JAMF | Buy Now | Jamf Holding | $11.48 | 257.14% | Raimo Lenschow70% | $40 → $41 | Maintains | Equal-Weight | Get Alert |
| 08/31/2020 | BIGC | Buy Now | BigCommerce Holdings | $5.11 | 2404.84% | Raimo Lenschow70% | → $128 | Initiates | → Equal-Weight | Get Alert |
| 08/28/2020 | WDAY | Buy Now | Workday | $248.68 | -11.53% | Raimo Lenschow70% | $162 → $220 | Maintains | Equal-Weight | Get Alert |
| 08/26/2020 | AUDC | Buy Now | AudioCodes | $9.46 | 291.12% | Raimo Lenschow70% | → $37 | Initiates | → Equal-Weight | Get Alert |
| 08/17/2020 | JAMF | Buy Now | Jamf Holding | $11.48 | 248.43% | Raimo Lenschow70% | → $40 | Initiates | → Equal-Weight | Get Alert |
| 07/24/2020 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow70% | $180 → $175 | Maintains | Overweight | Get Alert |
| 07/20/2020 | ZI | Buy Now | ZoomInfo Technologies | $8.75 | 448.57% | Raimo Lenschow70% | $54 → $48 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | TLND | Buy Now | Talend | — | — | Raimo Lenschow70% | $36 → $44 | Maintains | Overweight | Get Alert |
| 07/20/2020 | NOW | Buy Now | ServiceNow | $977.36 | -50.38% | Raimo Lenschow70% | $380 → $485 | Maintains | Overweight | Get Alert |
| 07/20/2020 | SAP | Buy Now | SAP | $301.60 | -40.32% | Raimo Lenschow70% | $130 → $180 | Maintains | Overweight | Get Alert |
| 07/20/2020 | PAYC | Buy Now | Paycom Software | $227.37 | 25.35% | Raimo Lenschow70% | $195 → $285 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | OTEX | Buy Now | Open Text | $26.16 | 91.13% | Raimo Lenschow70% | $44 → $50 | Maintains | Overweight | Get Alert |
| 07/20/2020 | NEWR | Buy Now | New Relic | — | — | Raimo Lenschow70% | $42 → $56 | Maintains | Underweight | Get Alert |
| 07/20/2020 | FIVN | Buy Now | Five9 | $24.85 | 322.53% | Raimo Lenschow70% | $85 → $105 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | DT | Buy Now | Dynatrace | $47.96 | 0.08% | Raimo Lenschow70% | $38 → $48 | Maintains | Overweight | Get Alert |
| 07/20/2020 | DDOG | Buy Now | Datadog | $105.00 | 1.9% | Raimo Lenschow70% | $70 → $107 | Maintains | Overweight | Get Alert |
| 07/20/2020 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $55 → $76 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow70% | $135 → $180 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 07/07/2020 | PEGA | Buy Now | Pegasystems | $92.16 | 21.53% | Raimo Lenschow70% | → $112 | Initiates | → Equal-Weight | Get Alert |
| 05/28/2020 | WDAY | Buy Now | Workday | $248.68 | -34.86% | Raimo Lenschow70% | $143 → $162 | Maintains | Equal-Weight | Get Alert |
| 05/14/2020 | CYBR | Buy Now | CyberArk Software | $357.28 | -69.49% | Raimo Lenschow70% | $98 → $109 | Maintains | Equal-Weight | Get Alert |
| 05/07/2020 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $52 → $55 | Maintains | Equal-Weight | Get Alert |
| 04/29/2020 | PAYC | Buy Now | Paycom Software | $227.37 | -14.24% | Raimo Lenschow70% | $215 → $195 | Maintains | Equal-Weight | Get Alert |
| 02/25/2020 | INTU | Buy Now | Intuit | $631.68 | -52.51% | Raimo Lenschow70% | $295 → $300 | Maintains | Equal-Weight | Get Alert |
| 02/25/2020 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow70% | $71 → $68 | Maintains | Overweight | Get Alert |
| 02/20/2020 | FIVN | Buy Now | Five9 | $24.85 | 217.91% | Raimo Lenschow70% | $71 → $79 | Maintains | Equal-Weight | Get Alert |
| 02/06/2020 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $70 → $67 | Maintains | Equal-Weight | Get Alert |
| 01/10/2020 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow70% | $55 → $71 | Upgrade | Underweight → Overweight | Get Alert |
| 01/10/2020 | NEWR | Buy Now | New Relic | — | — | Raimo Lenschow70% | → $63 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 01/10/2020 | SWI | Buy Now | SolarWinds | — | — | Raimo Lenschow70% | → $34 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 12/20/2019 | NEWR | Buy Now | New Relic | — | — | Raimo Lenschow70% | $65 → $66 | Maintains | Equal-Weight | Get Alert |
| 12/13/2019 | ORCL | Buy Now | Oracle | $150.65 | -60.17% | Raimo Lenschow70% | $61 → $60 | Maintains | Equal-Weight | Get Alert |
| 12/05/2019 | ESTC | Buy Now | Elastic | $82.55 | 17.5% | Raimo Lenschow70% | $105 → $97 | Maintains | Overweight | Get Alert |
| 12/03/2019 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $139 → $141 | Maintains | Equal-Weight | Get Alert |
| 11/22/2019 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $142 → $150 | Maintains | Overweight | Get Alert |
| 11/13/2019 | DDOG | Buy Now | Datadog | $105.00 | -55.24% | Raimo Lenschow70% | $45 → $47 | Maintains | Overweight | Get Alert |
| 11/07/2019 | CYBR | Buy Now | CyberArk Software | $357.28 | -64.73% | Raimo Lenschow70% | $119 → $126 | Maintains | Equal-Weight | Get Alert |
| 11/01/2019 | MSFT | Buy Now | Microsoft | $434.72 | -61.35% | Raimo Lenschow70% | $155 → $168 | Maintains | Overweight | Get Alert |
| 10/25/2019 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow70% | $103 → $105 | Maintains | Equal-Weight | Get Alert |
| 10/25/2019 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow70% | $75 → $70 | Maintains | Underweight | Get Alert |
| 10/24/2019 | NOW | Buy Now | ServiceNow | $977.36 | -65.83% | Raimo Lenschow70% | $342 → $334 | Maintains | Overweight | Get Alert |
| 10/24/2019 | MSFT | Buy Now | Microsoft | $434.72 | -64.34% | Raimo Lenschow70% | $152 → $155 | Maintains | Overweight | Get Alert |
| 10/14/2019 | DDOG | Buy Now | Datadog | $105.00 | -57.14% | Raimo Lenschow70% | → $45 | Initiates | → Overweight | Get Alert |
| 10/07/2019 | CYBR | Buy Now | CyberArk Software | $357.28 | -66.69% | Raimo Lenschow70% | $140 → $119 | Maintains | Equal-Weight | Get Alert |
| 09/30/2019 | PUMP | Buy Now | ProPetro Holding | $5.51 | 262.98% | Raimo Lenschow70% | $26 → $20 | Maintains | Overweight | Get Alert |
| 09/13/2019 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $158 → $142 | Maintains | Overweight | Get Alert |
| 09/12/2019 | ORCL | Buy Now | Oracle | $150.65 | -62.17% | Raimo Lenschow70% | $59 → $57 | Maintains | Equal-Weight | Get Alert |
| 09/05/2019 | WORK | Buy Now | Slack Technologies | — | — | Raimo Lenschow70% | $45 → $44 | Maintains | Overweight | Get Alert |
| 09/05/2019 | MDB | Buy Now | MongoDB | $171.65 | 4.28% | Raimo Lenschow70% | $178 → $179 | Maintains | Overweight | Get Alert |
| 09/05/2019 | DT | Buy Now | Dynatrace | $47.96 | -35.36% | Raimo Lenschow70% | $30 → $31 | Maintains | Overweight | Get Alert |
| 09/04/2019 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $101 → $139 | Maintains | Equal-Weight | Get Alert |
| 08/29/2019 | ESTC | Buy Now | Elastic | $82.55 | 32.04% | Raimo Lenschow70% | $108 → $109 | Maintains | Overweight | Get Alert |
| 08/28/2019 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow70% | $43 → $54 | Maintains | Equal-Weight | Get Alert |
| 08/26/2019 | NEWR | Buy Now | New Relic | — | — | Raimo Lenschow70% | → $63 | Initiates | → Equal-Weight | Get Alert |
| 08/26/2019 | DT | Buy Now | Dynatrace | $47.96 | -37.45% | Raimo Lenschow70% | → $30 | Initiates | → Overweight | Get Alert |
| 08/23/2019 | VMW | Buy Now | VMware | — | — | Raimo Lenschow70% | $190 → $178 | Maintains | Overweight | Get Alert |
| 08/23/2019 | CRM | Buy Now | Salesforce | $273.25 | -32.66% | Raimo Lenschow70% | $182 → $184 | Maintains | Overweight | Get Alert |
| 08/23/2019 | INTU | Buy Now | Intuit | $631.68 | -56.31% | Raimo Lenschow70% | $245 → $276 | Maintains | Equal-Weight | Get Alert |
| 07/19/2019 | SAP | Buy Now | SAP | $301.60 | -53.58% | Raimo Lenschow70% | $143 → $140 | Maintains | Overweight | Get Alert |
| 07/15/2019 | WORK | Buy Now | Slack Technologies | — | — | Raimo Lenschow70% | → $45 | Initiates | → Overweight | Get Alert |
| 06/20/2019 | ORCL | Buy Now | Oracle | $150.65 | -60.84% | Raimo Lenschow70% | $55 → $59 | Maintains | Equal-Weight | Get Alert |
| 06/04/2019 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $95 → $101 | Maintains | Equal-Weight | Get Alert |
| 05/17/2019 | VMW | Buy Now | VMware | — | — | Raimo Lenschow70% | $200 → $224 | Maintains | Overweight | Get Alert |
| 05/15/2019 | MDB | Buy Now | MongoDB | $171.65 | 3.7% | Raimo Lenschow70% | $143 → $178 | Maintains | Overweight | Get Alert |
| 05/01/2019 | PAYC | Buy Now | Paycom Software | $227.37 | -18.63% | Raimo Lenschow70% | $175 → $185 | Maintains | Equal-Weight | Get Alert |
| 04/25/2019 | NOW | Buy Now | ServiceNow | $977.36 | -71.35% | Raimo Lenschow70% | $270 → $280 | Maintains | Overweight | Get Alert |
| 04/25/2019 | MSFT | Buy Now | Microsoft | $434.72 | -65.03% | Raimo Lenschow70% | $132 → $152 | Maintains | Overweight | Get Alert |
| 04/12/2019 | CYBR | Buy Now | CyberArk Software | $357.28 | -65.85% | Raimo Lenschow70% | $112 → $122 | Maintains | Equal-Weight | Get Alert |
| 04/12/2019 | NOW | Buy Now | ServiceNow | $977.36 | -72.37% | Raimo Lenschow70% | $235 → $270 | Maintains | Overweight | Get Alert |
| 04/12/2019 | PAYC | Buy Now | Paycom Software | $227.37 | -23.03% | Raimo Lenschow70% | $160 → $175 | Maintains | Equal-Weight | Get Alert |
| 04/12/2019 | MSFT | Buy Now | Microsoft | $434.72 | -69.64% | Raimo Lenschow70% | $120 → $132 | Maintains | Overweight | Get Alert |
| 04/12/2019 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow70% | $104 → $74 | Downgrade | Overweight → Underweight | Get Alert |
| 03/15/2019 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow70% | $23 → $21 | Maintains | Equal-Weight | Get Alert |
| 03/11/2019 | CLDR | Buy Now | Cloudera | — | — | Raimo Lenschow70% | → $16 | Initiates | → Equal-Weight | Get Alert |
| 03/01/2019 | WDAY | Buy Now | Workday | $248.68 | -24.8% | Raimo Lenschow70% | $180 → $187 | Maintains | Equal-Weight | Get Alert |
| 03/01/2019 | VMW | Buy Now | VMware | — | — | Raimo Lenschow70% | $168 → $200 | Maintains | Overweight | Get Alert |
| 03/01/2019 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $154 → $158 | Maintains | Overweight | Get Alert |
| 02/08/2019 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow70% | $30 → $32 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/15/2019 | PUMP | Buy Now | ProPetro Holding | $5.51 | 262.98% | Raimo Lenschow70% | → $20 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/09/2019 | ORCL | Buy Now | Oracle | $150.65 | -63.49% | Raimo Lenschow70% | $60 → $55 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 12/04/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $69 → $71 | Maintains | Equal-Weight | Get Alert |
| 11/06/2018 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow70% | → $30 | Initiates | → Overweight | Get Alert |
| 10/30/2018 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow70% | $37 → $30 | Maintains | Equal-Weight | Get Alert |
| 10/30/2018 | ESTC | Buy Now | Elastic | $82.55 | -4.3% | Raimo Lenschow70% | → $79 | Initiates | → Overweight | Get Alert |
| 10/26/2018 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow70% | $112 → $113 | Maintains | Overweight | Get Alert |
| 10/19/2018 | SAP | Buy Now | SAP | $301.60 | -54.58% | Raimo Lenschow70% | $142 → $137 | Maintains | Overweight | Get Alert |
| 10/15/2018 | APPN | Buy Now | Appian | $31.27 | -7.26% | Raimo Lenschow70% | → $29 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 09/17/2018 | MDB | Buy Now | MongoDB | $171.65 | -38.83% | Raimo Lenschow70% | $79 → $105 | Maintains | Overweight | Get Alert |
| 09/17/2018 | TLND | Buy Now | Talend | — | — | Raimo Lenschow70% | $72 → $91 | Maintains | Overweight | Get Alert |
| 09/13/2018 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow70% | $26 → $22 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $127 → $136 | Maintains | Overweight | Get Alert |
| 09/07/2018 | NOW | Buy Now | ServiceNow | $977.36 | -75.96% | Raimo Lenschow70% | $198 → $235 | Maintains | Overweight | Get Alert |
| 09/07/2018 | CRM | Buy Now | Salesforce | $273.25 | -37.05% | Raimo Lenschow70% | $165 → $172 | Maintains | Overweight | Get Alert |
| 09/07/2018 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow70% | $160 → $166 | Maintains | Overweight | Get Alert |
| 09/07/2018 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow70% | $24 → $26 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | PAYC | Buy Now | Paycom Software | $227.37 | -33.59% | Raimo Lenschow70% | $131 → $151 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | ORCL | Buy Now | Oracle | $150.65 | -60.17% | Raimo Lenschow70% | $58 → $60 | Maintains | Overweight | Get Alert |
| 09/07/2018 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow70% | $105 → $112 | Maintains | Overweight | Get Alert |
| 09/07/2018 | MSFT | Buy Now | Microsoft | $434.72 | -72.4% | Raimo Lenschow70% | $117 → $120 | Maintains | Overweight | Get Alert |
| 09/07/2018 | INTU | Buy Now | Intuit | $631.68 | -65.33% | Raimo Lenschow70% | $204 → $219 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | FIVN | Buy Now | Five9 | $24.85 | 81.09% | Raimo Lenschow70% | $38 → $45 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow70% | $40 → $48 | Maintains | Underweight | Get Alert |
| 09/07/2018 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow70% | $112 → $114 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | $35 → $36 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow70% | $36 → $37 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | APPN | Buy Now | Appian | $31.27 | -7.26% | Raimo Lenschow70% | $28 → $29 | Maintains | Underweight | Get Alert |
| 08/15/2018 | CRM | Buy Now | Salesforce | $273.25 | -39.62% | Raimo Lenschow70% | $150 → $165 | Maintains | Overweight | Get Alert |
| 08/15/2018 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow70% | $22 → $24 | Maintains | Equal-Weight | Get Alert |
| 08/15/2018 | MDB | Buy Now | MongoDB | $171.65 | -58.05% | Raimo Lenschow70% | $57 → $72 | Maintains | Overweight | Get Alert |
| 08/15/2018 | INTU | Buy Now | Intuit | $631.68 | -67.71% | Raimo Lenschow70% | $194 → $204 | Maintains | Equal-Weight | Get Alert |
| 08/15/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $53 → $58 | Maintains | Equal-Weight | Get Alert |
| 08/08/2018 | CYBR | Buy Now | CyberArk Software | $357.28 | -80.69% | Raimo Lenschow70% | $66 → $69 | Maintains | Equal-Weight | Get Alert |
| 08/08/2018 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow70% | $38 → $40 | Maintains | Underweight | Get Alert |
| 08/06/2018 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow70% | $114 → $123 | Maintains | Overweight | Get Alert |
| 08/06/2018 | APPN | Buy Now | Appian | $31.27 | -10.46% | Raimo Lenschow70% | $27 → $28 | Maintains | Underweight | Get Alert |
| 08/02/2018 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow70% | $32 → $36 | Maintains | Equal-Weight | Get Alert |
| 08/01/2018 | PAYC | Buy Now | Paycom Software | $227.37 | -42.38% | Raimo Lenschow70% | $117 → $131 | Maintains | Equal-Weight | Get Alert |
| 07/20/2018 | SAP | Buy Now | SAP | $301.60 | -57.56% | Raimo Lenschow70% | $134 → $128 | Maintains | Overweight | Get Alert |
| 07/20/2018 | MSFT | Buy Now | Microsoft | $434.72 | -73.09% | Raimo Lenschow70% | $108 → $117 | Maintains | Overweight | Get Alert |
| 07/12/2018 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow70% | $104 → $114 | Maintains | Overweight | Get Alert |
| 07/12/2018 | NOW | Buy Now | ServiceNow | $977.36 | -80.05% | Raimo Lenschow70% | $185 → $195 | Maintains | Overweight | Get Alert |
| 07/12/2018 | CYBR | Buy Now | CyberArk Software | $357.28 | -83.21% | Raimo Lenschow70% | $61 → $60 | Maintains | Equal-Weight | Get Alert |
| 07/12/2018 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow70% | $33 → $38 | Maintains | Underweight | Get Alert |
| 07/12/2018 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow70% | $28 → $32 | Maintains | Equal-Weight | Get Alert |
| 06/22/2018 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow70% | $186 → $160 | Maintains | Overweight | Get Alert |
| 06/13/2018 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow70% | $19 → $22 | Maintains | Equal-Weight | Get Alert |
| 06/07/2018 | MDB | Buy Now | MongoDB | $171.65 | -66.79% | Raimo Lenschow70% | $47 → $57 | Maintains | Overweight | Get Alert |
| 06/01/2018 | WDAY | Buy Now | Workday | $248.68 | -48.53% | Raimo Lenschow70% | $129 → $128 | Maintains | Equal-Weight | Get Alert |
| 06/01/2018 | VMW | Buy Now | VMware | — | — | Raimo Lenschow70% | $154 → $160 | Maintains | Overweight | Get Alert |
| 05/30/2018 | CRM | Buy Now | Salesforce | $273.25 | -45.11% | Raimo Lenschow70% | $140 → $150 | Maintains | Overweight | Get Alert |
| 05/21/2018 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow70% | → $36 | Initiates | → Equal-Weight | Get Alert |
| 05/18/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 05/15/2018 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow70% | → $19 | Initiates | → Equal-Weight | Get Alert |
| 05/11/2018 | TLND | Buy Now | Talend | — | — | Raimo Lenschow70% | $55 → $72 | Maintains | Overweight | Get Alert |
| 05/03/2018 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow70% | $102 → $104 | Maintains | Overweight | Get Alert |
| 05/02/2018 | PAYC | Buy Now | Paycom Software | $227.37 | -48.54% | Raimo Lenschow70% | $115 → $117 | Maintains | Equal-Weight | Get Alert |
| 05/02/2018 | FIVN | Buy Now | Five9 | $24.85 | 20.72% | Raimo Lenschow70% | $28 → $30 | Maintains | Equal-Weight | Get Alert |
| 04/27/2018 | MSFT | Buy Now | Microsoft | $434.72 | -75.16% | Raimo Lenschow70% | $100 → $108 | Maintains | Overweight | Get Alert |
| 04/27/2018 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow70% | $142 → $132 | Maintains | Overweight | Get Alert |
| 04/26/2018 | NOW | Buy Now | ServiceNow | $977.36 | -81.07% | Raimo Lenschow70% | $180 → $185 | Maintains | Overweight | Get Alert |
| 04/26/2018 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow70% | $90 → $100 | Maintains | Equal-Weight | Get Alert |
| 04/25/2018 | SAP | Buy Now | SAP | $301.60 | -55.57% | Raimo Lenschow70% | $132 → $134 | Maintains | Overweight | Get Alert |
| 04/12/2018 | MULE | Buy Now | MuleSoft | — | — | Raimo Lenschow70% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 04/12/2018 | PAYC | Buy Now | Paycom Software | $227.37 | — | Raimo Lenschow70% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 04/05/2018 | MDB | Buy Now | MongoDB | $171.65 | -72.62% | Raimo Lenschow70% | $45 → $47 | Maintains | Overweight | Get Alert |
| 03/27/2018 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow70% | $165 → $170 | Maintains | Overweight | Get Alert |
| 03/21/2018 | CRM | Buy Now | Salesforce | $273.25 | -48.76% | Raimo Lenschow70% | $130 → $140 | Maintains | Overweight | Get Alert |
| 03/19/2018 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow70% | $145 → $165 | Maintains | Overweight | Get Alert |
| 03/14/2018 | MDB | Buy Now | MongoDB | $171.65 | -73.78% | Raimo Lenschow70% | $38 → $45 | Maintains | Overweight | Get Alert |
| 03/13/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $47 → $51 | Maintains | Overweight | Get Alert |
| 03/12/2018 | ORCL | Buy Now | Oracle | $150.65 | -60.17% | Raimo Lenschow70% | $56 → $60 | Maintains | Overweight | Get Alert |
| 03/05/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $38 → $47 | Maintains | Overweight | Get Alert |
| 03/02/2018 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $105 → $110 | Maintains | Overweight | Get Alert |
| 03/01/2018 | CRM | Buy Now | Salesforce | $273.25 | -52.42% | Raimo Lenschow70% | $127 → $130 | Maintains | Overweight | Get Alert |
| 02/28/2018 | WDAY | Buy Now | Workday | $248.68 | -51.34% | Raimo Lenschow70% | $115 → $121 | Maintains | Equal-Weight | Get Alert |
| 02/23/2018 | INTU | Buy Now | Intuit | $631.68 | -73.09% | Raimo Lenschow70% | $168 → $170 | Maintains | Equal-Weight | Get Alert |
| 02/23/2018 | APPN | Buy Now | Appian | $31.27 | -13.66% | Raimo Lenschow70% | $26 → $27 | Maintains | Underweight | Get Alert |
| 02/22/2018 | FIVN | Buy Now | Five9 | $24.85 | 12.68% | Raimo Lenschow70% | $27 → $28 | Maintains | Equal-Weight | Get Alert |
| 02/20/2018 | NOW | Buy Now | ServiceNow | $977.36 | -81.58% | Raimo Lenschow70% | $158 → $180 | Maintains | Overweight | Get Alert |
| 02/13/2018 | INTU | Buy Now | Intuit | $631.68 | -73.4% | Raimo Lenschow70% | $157 → $168 | Maintains | Equal-Weight | Get Alert |
| 02/07/2018 | PAYC | Buy Now | Paycom Software | $227.37 | -57.34% | Raimo Lenschow70% | $96 → $97 | Maintains | Overweight | Get Alert |
| 02/06/2018 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow70% | $22 → $28 | Maintains | Equal-Weight | Get Alert |
| 02/02/2018 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow70% | $82 → $98 | Maintains | Overweight | Get Alert |
| 02/01/2018 | NOW | Buy Now | ServiceNow | $977.36 | -83.83% | Raimo Lenschow70% | $150 → $158 | Maintains | Overweight | Get Alert |
| 01/31/2018 | CA | Buy Now | CA | $24.35 | 51.95% | Raimo Lenschow70% | $34 → $37 | Maintains | Equal-Weight | Get Alert |
| 01/25/2018 | MSFT | Buy Now | Microsoft | $434.72 | -77% | Raimo Lenschow70% | $95 → $100 | Maintains | Overweight | Get Alert |
| 01/08/2018 | FIVN | Buy Now | Five9 | $24.85 | — | Raimo Lenschow70% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/08/2018 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow70% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/08/2018 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/08/2018 | MULE | Buy Now | MuleSoft | — | — | Raimo Lenschow70% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/08/2018 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow70% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/08/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/08/2018 | APPN | Buy Now | Appian | $31.27 | — | Raimo Lenschow70% | — | Downgrade | Equal-Weight → Underweight | Get Alert |
| 11/27/2017 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | $34 → $38 | Maintains | Equal-Weight | Get Alert |
| 11/17/2017 | WDAY | Buy Now | Workday | $248.68 | -52.95% | Raimo Lenschow70% | $108 → $117 | Maintains | Equal-Weight | Get Alert |
| 11/17/2017 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $73 → $80 | Maintains | Equal-Weight | Get Alert |
| 11/15/2017 | INTU | Buy Now | Intuit | $631.68 | -75.15% | Raimo Lenschow70% | $135 → $157 | Maintains | Equal-Weight | Get Alert |
| 11/13/2017 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $67 → $73 | Maintains | Equal-Weight | Get Alert |
| 11/13/2017 | MDB | Buy Now | MongoDB | $171.65 | -77.86% | Raimo Lenschow70% | → $38 | Initiates | → Overweight | Get Alert |
| 11/09/2017 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow70% | $32 → $33 | Maintains | Underweight | Get Alert |
| 11/07/2017 | TLND | Buy Now | Talend | — | — | Raimo Lenschow70% | $44 → $55 | Maintains | Overweight | Get Alert |
| 11/06/2017 | VMW | Buy Now | VMware | — | — | Raimo Lenschow70% | $130 → $140 | Maintains | Overweight | Get Alert |
| 11/02/2017 | CRM | Buy Now | Salesforce | $273.25 | -57.18% | Raimo Lenschow70% | $101 → $117 | Maintains | Overweight | Get Alert |
| 11/01/2017 | PAYC | Buy Now | Paycom Software | $227.37 | -61.74% | Raimo Lenschow70% | $82 → $87 | Maintains | Overweight | Get Alert |
| 10/31/2017 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow70% | $19 → $22 | Maintains | Equal-Weight | Get Alert |
| 10/27/2017 | MULE | Buy Now | MuleSoft | — | — | Raimo Lenschow70% | $24 → $28 | Maintains | Equal-Weight | Get Alert |
| 10/27/2017 | MSFT | Buy Now | Microsoft | $434.72 | -79.53% | Raimo Lenschow70% | $82 → $89 | Maintains | Overweight | Get Alert |
| 10/27/2017 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow70% | $132 → $142 | Maintains | Overweight | Get Alert |
| 10/26/2017 | NOW | Buy Now | ServiceNow | $977.36 | -86.19% | Raimo Lenschow70% | $126 → $135 | Maintains | Overweight | Get Alert |
| 10/26/2017 | CA | Buy Now | CA | $24.35 | 39.63% | Raimo Lenschow70% | $36 → $34 | Maintains | Equal-Weight | Get Alert |
| 09/26/2017 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow70% | $120 → $122 | Maintains | Overweight | Get Alert |
| 09/18/2017 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow70% | $105 → $120 | Maintains | Overweight | Get Alert |
| 09/15/2017 | ORCL | Buy Now | Oracle | $150.65 | -60.84% | Raimo Lenschow70% | $55 → $59 | Maintains | Overweight | Get Alert |
| 09/14/2017 | VMW | Buy Now | VMware | — | — | Raimo Lenschow70% | $109 → $130 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/13/2017 | PAYC | Buy Now | Paycom Software | $227.37 | -63.94% | Raimo Lenschow70% | $74 → $82 | Maintains | Overweight | Get Alert |
| 08/31/2017 | WDAY | Buy Now | Workday | $248.68 | -56.57% | Raimo Lenschow70% | $90 → $108 | Maintains | Equal-Weight | Get Alert |
| 08/25/2017 | VMW | Buy Now | VMware | — | — | Raimo Lenschow70% | $100 → $109 | Maintains | Equal-Weight | Get Alert |
| 08/25/2017 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $65 → $67 | Maintains | Equal-Weight | Get Alert |
| 08/25/2017 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow70% | $16 → $20 | Maintains | Overweight | Get Alert |
| 08/23/2017 | CRM | Buy Now | Salesforce | $273.25 | -63.04% | Raimo Lenschow70% | $100 → $101 | Maintains | Overweight | Get Alert |
| 08/04/2017 | TLND | Buy Now | Talend | — | — | Raimo Lenschow70% | $43 → $44 | Maintains | Overweight | Get Alert |
| 08/04/2017 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow70% | $15 → $16 | Maintains | Overweight | Get Alert |
| 08/04/2017 | APPN | Buy Now | Appian | $31.27 | -36.04% | Raimo Lenschow70% | $19 → $20 | Maintains | Equal-Weight | Get Alert |
| 08/03/2017 | CA | Buy Now | CA | $24.35 | 47.84% | Raimo Lenschow70% | $35 → $36 | Maintains | Equal-Weight | Get Alert |
| 08/03/2017 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow70% | $87 → $90 | Maintains | Overweight | Get Alert |
| 08/03/2017 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow70% | $72 → $76 | Maintains | Overweight | Get Alert |
| 07/27/2017 | NOW | Buy Now | ServiceNow | $977.36 | -87.11% | Raimo Lenschow70% | $120 → $126 | Maintains | Overweight | Get Alert |
| 07/12/2017 | PUMP | Buy Now | ProPetro Holding | $5.51 | — | Raimo Lenschow70% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 06/20/2017 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow70% | — | Downgrade | Equal-Weight → Underweight | Get Alert |
| 06/19/2017 | APPN | Buy Now | Appian | $31.27 | -39.24% | Raimo Lenschow70% | → $19 | Initiates | → Equal-Weight | Get Alert |
| 04/11/2017 | PUMP | Buy Now | ProPetro Holding | $5.51 | 226.68% | Raimo Lenschow70% | → $18 | Initiates | → Overweight | Get Alert |
| 04/11/2017 | MULE | Buy Now | MuleSoft | — | — | Raimo Lenschow70% | → $25 | Initiates | → Equal-Weight | Get Alert |
| 11/02/2016 | TLND | Buy Now | Talend | — | — | Raimo Lenschow70% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 10/31/2016 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow70% | — | Initiates | → Equal-Weight | Get Alert |
| 10/18/2016 | APTI | Buy Now | Apptio, Inc. - Class A Common Stock | — | — | Raimo Lenschow70% | — | Initiates | → Equal-Weight | Get Alert |
| 10/03/2016 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow70% | $82 → $105 | Upgrade | Underweight → Overweight | Get Alert |
| 09/13/2016 | PAYC | Buy Now | Paycom Software | $227.37 | -75.81% | Raimo Lenschow70% | $51 → $55 | Maintains | Overweight | Get Alert |
| 09/13/2016 | VMW | Buy Now | VMware | — | — | Raimo Lenschow70% | → $82 | Initiates | → Equal-Weight | Get Alert |
| 09/01/2016 | CRM | Buy Now | Salesforce | $273.25 | -67.43% | Raimo Lenschow70% | → $89 | Maintains | Overweight | Get Alert |
| 08/26/2016 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $51 → $56 | Maintains | Equal-Weight | Get Alert |
| 08/25/2016 | WDAY | Buy Now | Workday | $248.68 | -69.04% | Raimo Lenschow70% | $71 → $77 | Maintains | Equal-Weight | Get Alert |
| 08/24/2016 | WDAY | Buy Now | Workday | $248.68 | -69.04% | Raimo Lenschow70% | $71 → $77 | Maintains | Equal-Weight | Get Alert |
| 08/23/2016 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow70% | $59 → $71 | Maintains | Overweight | Get Alert |
| 08/23/2016 | TLND | Buy Now | Talend | — | — | Raimo Lenschow70% | → $28 | Initiates | → Equal-Weight | Get Alert |
| 08/04/2016 | FIVN | Buy Now | Five9 | $24.85 | -39.64% | Raimo Lenschow70% | $14 → $15 | Maintains | Overweight | Get Alert |
| 07/27/2016 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow70% | $57 → $82 | Maintains | Underweight | Get Alert |
| 07/27/2016 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow70% | $90 → $92 | Maintains | Overweight | Get Alert |
| 07/15/2016 | FIVN | Buy Now | Five9 | $24.85 | -43.66% | Raimo Lenschow70% | $11 → $14 | Maintains | Overweight | Get Alert |
| 07/15/2016 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow70% | $49 → $57 | Maintains | Underweight | Get Alert |
| 07/15/2016 | INTU | Buy Now | Intuit | $631.68 | -81.64% | Raimo Lenschow70% | $110 → $116 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 07/15/2016 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow70% | $32 → $44 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 07/15/2016 | CA | Buy Now | CA | $24.35 | 43.74% | Raimo Lenschow70% | $33 → $35 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 05/27/2016 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $45 → $51 | Maintains | Equal-Weight | Get Alert |
| 05/26/2016 | WDAY | Buy Now | Workday | $248.68 | -71.45% | Raimo Lenschow70% | $60 → $71 | Maintains | Equal-Weight | Get Alert |
| 05/19/2016 | CRM | Buy Now | Salesforce | $273.25 | -67.43% | Raimo Lenschow70% | $88 → $89 | Maintains | Overweight | Get Alert |
| 05/12/2016 | CRM | Buy Now | Salesforce | $273.25 | -67.8% | Raimo Lenschow70% | $72 → $88 | Maintains | Overweight | Get Alert |
| 02/25/2016 | CRM | Buy Now | Salesforce | $273.25 | -73.65% | Raimo Lenschow70% | $67 → $72 | Maintains | Overweight | Get Alert |
| 02/19/2016 | WDAY | Buy Now | Workday | $248.68 | -75.87% | Raimo Lenschow70% | $50 → $60 | Maintains | Equal-Weight | Get Alert |
| 02/10/2016 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow70% | $67 → $59 | Maintains | Overweight | Get Alert |
| 02/10/2016 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $65 → $45 | Maintains | Equal-Weight | Get Alert |
| 02/10/2016 | NOW | Buy Now | ServiceNow | $977.36 | -93.55% | Raimo Lenschow70% | $93 → $63 | Maintains | Overweight | Get Alert |
| 02/10/2016 | FIVN | Buy Now | Five9 | $24.85 | -67.81% | Raimo Lenschow70% | $11 → $8 | Maintains | Overweight | Get Alert |
| 02/10/2016 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow70% | $67 → $45 | Maintains | Underweight | Get Alert |
| 02/10/2016 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow70% | $23 → $19 | Maintains | Overweight | Get Alert |
| 02/10/2016 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow70% | $33 → $26 | Maintains | Underweight | Get Alert |
| 02/10/2016 | CRM | Buy Now | Salesforce | $273.25 | -75.48% | Raimo Lenschow70% | $90 → $67 | Maintains | Overweight | Get Alert |
| 02/10/2016 | WDAY | Buy Now | Workday | $248.68 | -79.89% | Raimo Lenschow70% | $80 → $50 | Maintains | Equal-Weight | Get Alert |
| 02/05/2016 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow70% | $110 → $67 | Maintains | Overweight | Get Alert |
| 02/04/2016 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow70% | $33 → $23 | Maintains | Overweight | Get Alert |
| 01/12/2016 | CA | Buy Now | CA | $24.35 | 35.52% | Raimo Lenschow70% | → $33 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/06/2016 | SAP | Buy Now | SAP | $301.60 | -64.19% | Raimo Lenschow70% | $91 → $108 | Maintains | Overweight | Get Alert |
| 01/06/2016 | FIVN | Buy Now | Five9 | $24.85 | -55.73% | Raimo Lenschow70% | $7 → $11 | Maintains | Overweight | Get Alert |
| 01/06/2016 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $72 → $65 | Maintains | Equal-Weight | Get Alert |
| 01/06/2016 | WDAY | Buy Now | Workday | $248.68 | -67.83% | Raimo Lenschow70% | $84 → $80 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/06/2016 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow70% | $40 → $33 | Downgrade | Overweight → Underweight | Get Alert |
| 12/18/2015 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow70% | $85 → $90 | Maintains | Overweight | Get Alert |
| 11/20/2015 | INTU | Buy Now | Intuit | $631.68 | -83.06% | Raimo Lenschow70% | $105 → $107 | Maintains | Overweight | Get Alert |
| 11/19/2015 | CRM | Buy Now | Salesforce | $273.25 | -67.06% | Raimo Lenschow70% | $87 → $90 | Maintains | Overweight | Get Alert |
| 11/18/2015 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow70% | $82 → $88 | Maintains | Overweight | Get Alert |
| 11/10/2015 | CRM | Buy Now | Salesforce | $273.25 | -68.16% | Raimo Lenschow70% | $80 → $87 | Maintains | Overweight | Get Alert |
| 10/22/2015 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow70% | $78 → $82 | Maintains | Outperform | Get Alert |
| 09/10/2015 | INTU | Buy Now | Intuit | $631.68 | -83.38% | Raimo Lenschow70% | $102 → $105 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 08/27/2015 | WDAY | Buy Now | Workday | $248.68 | -67.03% | Raimo Lenschow70% | $100 → $82 | Maintains | Overweight | Get Alert |
| 08/21/2015 | CRM | Buy Now | Salesforce | $273.25 | -70.72% | Raimo Lenschow70% | $79 → $80 | Maintains | Overweight | Get Alert |
| 08/21/2015 | INTU | Buy Now | Intuit | $631.68 | -83.85% | Raimo Lenschow70% | $105 → $102 | Maintains | Equal-Weight | Get Alert |
| 08/07/2015 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow70% | $39 → $40 | Maintains | Overweight | Get Alert |
| 07/29/2015 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow70% | $74 → $78 | Maintains | Overweight | Get Alert |
| 07/22/2015 | VMW | Buy Now | VMware | — | — | Raimo Lenschow70% | $100 → $97 | Maintains | Overweight | Get Alert |
| 07/22/2015 | SAP | Buy Now | SAP | $301.60 | -70.82% | Raimo Lenschow70% | $89 → $88 | Maintains | Overweight | Get Alert |
| 06/19/2015 | SAP | Buy Now | SAP | $301.60 | -70.49% | Raimo Lenschow70% | $85 → $89 | Maintains | Overweight | Get Alert |
| 06/19/2015 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow70% | $84 → $85 | Maintains | Overweight | Get Alert |
| 06/12/2015 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow70% | $68 → $74 | Maintains | Overweight | Get Alert |
| 06/11/2015 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow70% | $79 → $84 | Maintains | Overweight | Get Alert |
| 05/29/2015 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $71 → $72 | Maintains | Equal-Weight | Get Alert |
| 05/27/2015 | WDAY | Buy Now | Workday | $248.68 | -59.79% | Raimo Lenschow70% | $102 → $100 | Maintains | Overweight | Get Alert |
| 05/22/2015 | INTU | Buy Now | Intuit | $631.68 | -83.38% | Raimo Lenschow70% | $96 → $105 | Maintains | Equal-Weight | Get Alert |
| 05/21/2015 | CRM | Buy Now | Salesforce | $273.25 | -71.09% | Raimo Lenschow70% | $76 → $79 | Maintains | Overweight | Get Alert |
| 05/19/2015 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow70% | $26 → $30 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 05/08/2015 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow70% | $105 → $113 | Maintains | Overweight | Get Alert |
| 05/08/2015 | CA | Buy Now | CA | $24.35 | 35.52% | Raimo Lenschow70% | $35 → $33 | Maintains | Equal-Weight | Get Alert |
| 04/29/2015 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow70% | $54 → $59 | Maintains | Underweight | Get Alert |
| 04/22/2015 | INTU | Buy Now | Intuit | $631.68 | -84.8% | Raimo Lenschow70% | $93 → $96 | Maintains | Equal-Weight | Get Alert |
| 04/17/2015 | NOW | Buy Now | ServiceNow | $977.36 | -91.3% | Raimo Lenschow70% | $88 → $85 | Maintains | Overweight | Get Alert |
| 04/10/2015 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow70% | $70 → $68 | Maintains | Overweight | Get Alert |
| 04/10/2015 | NOW | Buy Now | ServiceNow | $977.36 | -91% | Raimo Lenschow70% | $83 → $88 | Maintains | Overweight | Get Alert |
| 04/10/2015 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow70% | $50 → $54 | Maintains | Underweight | Get Alert |
| 04/08/2015 | SAP | Buy Now | SAP | $301.60 | -71.82% | Raimo Lenschow70% | $78 → $85 | Maintains | Overweight | Get Alert |
| 04/01/2015 | CA | Buy Now | CA | $24.35 | 43.74% | Raimo Lenschow70% | → $35 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 03/30/2015 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow70% | → $26 | Initiates | → Equal-Weight | Get Alert |
| 03/26/2015 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow70% | $77 → $79 | Maintains | Overweight | Get Alert |
| 03/18/2015 | ORCL | Buy Now | Oracle | $150.65 | -68.14% | Raimo Lenschow70% | $49 → $48 | Maintains | Overweight | Get Alert |
| 02/27/2015 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow70% | $64 → $71 | Maintains | Equal-Weight | Get Alert |
| 02/20/2015 | INTU | Buy Now | Intuit | $631.68 | -85.28% | Raimo Lenschow70% | $92 → $93 | Maintains | Equal-Weight | Get Alert |
| 02/12/2015 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow70% | $40 → $39 | Maintains | Overweight | Get Alert |
| 01/21/2015 | CA | Buy Now | CA | $24.35 | 43.74% | Raimo Lenschow70% | $34 → $35 | Maintains | Overweight | Get Alert |
| 01/21/2015 | SAP | Buy Now | SAP | $301.60 | -74.14% | Raimo Lenschow70% | $83 → $78 | Maintains | Overweight | Get Alert |
| 01/06/2015 | VMW | Buy Now | VMware | — | — | Raimo Lenschow70% | $114 → $100 | Maintains | Overweight | Get Alert |
| 01/06/2015 | WDAY | Buy Now | Workday | $248.68 | -63.41% | Raimo Lenschow70% | → $91 | Upgrade | Equal-weight → Overweight | Get Alert |
| 01/06/2015 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow70% | — | Upgrade | Underperform → Equal-Weight | Get Alert |
| 12/19/2014 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow70% | $71 → $77 | Maintains | Overweight | Get Alert |
| 12/18/2014 | ORCL | Buy Now | Oracle | $150.65 | -66.81% | Raimo Lenschow70% | $48 → $50 | Maintains | Overweight | Get Alert |
