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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 06/19/2025
Overall Average Return
11.7%
Smart Score
Overall Average Return Percentile
65th
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 06/13/2025 | ORCL | Buy Now | Oracle | $210.70 | 4.89% | Raimo Lenschow73% | $202 → $221 | Maintains | Overweight | Get Alert |
| 06/05/2025 | MDB | Buy Now | MongoDB | $204.00 | 32.35% | Raimo Lenschow73% | $252 → $270 | Maintains | Overweight | Get Alert |
| 06/05/2025 | DSGX | Buy Now | Descartes Systems Group | $98.97 | 9.13% | Raimo Lenschow73% | $118 → $108 | Maintains | Equal-Weight | Get Alert |
| 06/04/2025 | PEGA | Buy Now | Pegasystems | $101.10 | -1.09% | Raimo Lenschow73% | $96 → $100 | Maintains | Equal-Weight | Get Alert |
| 05/30/2025 | PATH | Buy Now | UiPath | $12.31 | 13.69% | Raimo Lenschow73% | $12 → $14 | Maintains | Equal-Weight | Get Alert |
| 05/30/2025 | ESTC | Buy Now | Elastic | $82.14 | 27.83% | Raimo Lenschow73% | $124 → $105 | Maintains | Overweight | Get Alert |
| 05/29/2025 | CRM | Buy Now | Salesforce | $259.00 | 33.98% | Raimo Lenschow73% | $425 → $347 | Maintains | Overweight | Get Alert |
| 05/27/2025 | CRWV | Buy Now | CoreWeave | $169.50 | -41% | Raimo Lenschow73% | $70 → $100 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 05/23/2025 | INTU | Buy Now | Intuit | $755.50 | 7.88% | Raimo Lenschow73% | $775 → $815 | Maintains | Overweight | Get Alert |
| 05/22/2025 | SNOW | Buy Now | Snowflake | $211.80 | 3.4% | Raimo Lenschow73% | $203 → $219 | Maintains | Overweight | Get Alert |
| 05/16/2025 | MDB | Buy Now | MongoDB | $204.00 | 23.53% | Raimo Lenschow73% | $280 → $252 | Maintains | Overweight | Get Alert |
| 05/16/2025 | ESTC | Buy Now | Elastic | $82.14 | 50.96% | Raimo Lenschow73% | $138 → $124 | Maintains | Overweight | Get Alert |
| 05/15/2025 | DT | Buy Now | Dynatrace | $55.65 | 11.41% | Raimo Lenschow73% | $55 → $62 | Maintains | Overweight | Get Alert |
| 05/15/2025 | CRWV | Buy Now | CoreWeave | $169.50 | -58.7% | Raimo Lenschow73% | $60 → $70 | Maintains | Overweight | Get Alert |
| 05/15/2025 | SMWB | Buy Now | Similarweb | $7.25 | 37.93% | Raimo Lenschow73% | $15 → $10 | Maintains | Overweight | Get Alert |
| 05/13/2025 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $9 → $11 | Maintains | Equal-Weight | Get Alert |
| 05/13/2025 | MNDY | Buy Now | Monday.Com | $287.43 | 20.03% | Raimo Lenschow73% | $360 → $345 | Maintains | Overweight | Get Alert |
| 05/13/2025 | IAS | Buy Now | Integral Ad Science Holdi | $8.21 | 9.62% | Raimo Lenschow73% | $7 → $9 | Maintains | Equal-Weight | Get Alert |
| 05/12/2025 | CRWV | Buy Now | CoreWeave | $169.50 | -64.6% | Raimo Lenschow73% | $48 → $60 | Maintains | Overweight | Get Alert |
| 05/09/2025 | APPN | Buy Now | Appian | $30.12 | 9.56% | Raimo Lenschow73% | $28 → $33 | Maintains | Underweight | Get Alert |
| 05/08/2025 | PAYC | Buy Now | Paycom Software | $232.82 | 3.08% | Raimo Lenschow73% | $221 → $240 | Maintains | Equal-Weight | Get Alert |
| 05/08/2025 | DAY | Buy Now | Dayforce | $56.43 | 6.33% | Raimo Lenschow73% | $61 → $60 | Maintains | Equal-Weight | Get Alert |
| 05/07/2025 | KVYO | Buy Now | Klaviyo | $34.00 | 11.76% | Raimo Lenschow73% | $35 → $38 | Maintains | Overweight | Get Alert |
| 05/07/2025 | JAMF | Buy Now | Jamf Holding | $9.73 | 54.16% | Raimo Lenschow73% | $13 → $15 | Maintains | Equal-Weight | Get Alert |
| 05/06/2025 | DDOG | Buy Now | Datadog | $130.04 | -1.57% | Raimo Lenschow73% | $125 → $128 | Maintains | Overweight | Get Alert |
| 05/05/2025 | FIVN | Buy Now | Five9 | $27.45 | 20.22% | Raimo Lenschow73% | $60 → $33 | Maintains | Overweight | Get Alert |
| 05/05/2025 | TEAM | Buy Now | Atlassian | $196.16 | 32.54% | Raimo Lenschow73% | $350 → $260 | Maintains | Overweight | Get Alert |
| 05/02/2025 | PCTY | Buy Now | Paylocity Holding | $176.45 | 18.45% | Raimo Lenschow73% | $204 → $209 | Maintains | Equal-Weight | Get Alert |
| 05/01/2025 | MSFT | Buy Now | Microsoft | $480.83 | 2.74% | Raimo Lenschow73% | $430 → $494 | Maintains | Overweight | Get Alert |
| 05/01/2025 | CFLT | Buy Now | Confluent | $23.96 | 12.69% | Raimo Lenschow73% | $29 → $27 | Maintains | Overweight | Get Alert |
| 04/24/2025 | NOW | Buy Now | ServiceNow | $982.48 | -1.37% | Raimo Lenschow73% | $967 → $969 | Maintains | Overweight | Get Alert |
| 04/24/2025 | SAP | Buy Now | SAP | $289.81 | 6.28% | Raimo Lenschow73% | $286 → $308 | Maintains | Overweight | Get Alert |
| 04/24/2025 | PEGA | Buy Now | Pegasystems | $101.10 | -5.04% | Raimo Lenschow73% | $84 → $96 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | CRWV | Buy Now | CoreWeave | $169.50 | -71.68% | Raimo Lenschow73% | → $48 | Initiates | → Overweight | Get Alert |
| 04/21/2025 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $13 → $9 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | TDC | Buy Now | Teradata | $21.99 | 0.05% | Raimo Lenschow73% | $25 → $22 | Maintains | Underweight | Get Alert |
| 04/21/2025 | SPT | Buy Now | Sprout Social | $20.07 | 29.55% | Raimo Lenschow73% | $34 → $26 | Maintains | Overweight | Get Alert |
| 04/21/2025 | NOW | Buy Now | ServiceNow | $982.48 | -1.58% | Raimo Lenschow73% | $1200 → $967 | Maintains | Overweight | Get Alert |
| 04/21/2025 | PEGA | Buy Now | Pegasystems | $101.10 | -16.91% | Raimo Lenschow73% | $97 → $84 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | PCTY | Buy Now | Paylocity Holding | $176.45 | 15.61% | Raimo Lenschow73% | $231 → $204 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | OTEX | Buy Now | Open Text | $28.32 | 2.4% | Raimo Lenschow73% | $36 → $29 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | MSFT | Buy Now | Microsoft | $480.83 | -10.57% | Raimo Lenschow73% | $475 → $430 | Maintains | Overweight | Get Alert |
| 04/21/2025 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 7.14% | Raimo Lenschow73% | $13 → $12 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | KVYO | Buy Now | Klaviyo | $34.00 | 2.94% | Raimo Lenschow73% | $51 → $35 | Maintains | Overweight | Get Alert |
| 04/21/2025 | JAMF | Buy Now | Jamf Holding | $9.73 | 33.61% | Raimo Lenschow73% | $16 → $13 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | IAS | Buy Now | Integral Ad Science Holdi | $8.21 | -14.74% | Raimo Lenschow73% | $14 → $7 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | DT | Buy Now | Dynatrace | $55.65 | -1.17% | Raimo Lenschow73% | $67 → $55 | Maintains | Overweight | Get Alert |
| 04/21/2025 | DV | Buy Now | DoubleVerify Holdings | $14.18 | 12.83% | Raimo Lenschow73% | $24 → $16 | Maintains | Overweight | Get Alert |
| 04/21/2025 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 36.54% | Raimo Lenschow73% | $48 → $38 | Maintains | Overweight | Get Alert |
| 04/21/2025 | DAY | Buy Now | Dayforce | $56.43 | 8.1% | Raimo Lenschow73% | $69 → $61 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | DDOG | Buy Now | Datadog | $130.04 | -3.87% | Raimo Lenschow73% | $180 → $125 | Maintains | Overweight | Get Alert |
| 04/21/2025 | CFLT | Buy Now | Confluent | $23.96 | 21.04% | Raimo Lenschow73% | $37 → $29 | Maintains | Overweight | Get Alert |
| 04/21/2025 | BIGC | Buy Now | BigCommerce Holdings | $4.95 | 21.21% | Raimo Lenschow73% | $7 → $6 | Maintains | Underweight | Get Alert |
| 04/21/2025 | APPN | Buy Now | Appian | $30.12 | -7.04% | Raimo Lenschow73% | $37 → $28 | Maintains | Underweight | Get Alert |
| 03/28/2025 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 16.07% | Raimo Lenschow73% | $15 → $13 | Maintains | Equal-Weight | Get Alert |
| 03/13/2025 | PATH | Buy Now | UiPath | $12.31 | -2.55% | Raimo Lenschow73% | $15 → $12 | Maintains | Equal-Weight | Get Alert |
| 03/11/2025 | ORCL | Buy Now | Oracle | $210.70 | -4.13% | Raimo Lenschow73% | $212 → $202 | Maintains | Overweight | Get Alert |
| 03/06/2025 | MDB | Buy Now | MongoDB | $204.00 | 37.25% | Raimo Lenschow73% | $330 → $280 | Maintains | Overweight | Get Alert |
| 03/06/2025 | DSGX | Buy Now | Descartes Systems Gr | $98.97 | 19.23% | Raimo Lenschow73% | $125 → $118 | Maintains | Equal-Weight | Get Alert |
| 02/28/2025 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 69.25% | Raimo Lenschow73% | $25 → $24 | Maintains | Overweight | Get Alert |
| 02/28/2025 | JAMF | Buy Now | Jamf Holding | $9.73 | 64.44% | Raimo Lenschow73% | $17 → $16 | Maintains | Equal-Weight | Get Alert |
| 02/27/2025 | SNOW | Buy Now | Snowflake | $211.80 | -4.15% | Raimo Lenschow73% | $190 → $203 | Maintains | Overweight | Get Alert |
| 02/26/2025 | WDAY | Buy Now | Workday | $236.92 | 35.49% | Raimo Lenschow73% | $305 → $321 | Maintains | Overweight | Get Alert |
| 02/26/2025 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $11 → $13 | Maintains | Equal-Weight | Get Alert |
| 02/26/2025 | SPT | Buy Now | Sprout Social | $20.07 | 69.41% | Raimo Lenschow73% | $38 → $34 | Maintains | Overweight | Get Alert |
| 02/26/2025 | BASE | Buy Now | Couchbase | $19.50 | 12.82% | Raimo Lenschow73% | $23 → $22 | Maintains | Overweight | Get Alert |
| 02/20/2025 | KVYO | Buy Now | Klaviyo | $34.00 | 50% | Raimo Lenschow73% | $47 → $51 | Maintains | Overweight | Get Alert |
| 02/14/2025 | PEGA | Buy Now | Pegasystems | $101.10 | -4.06% | Raimo Lenschow73% | $103 → $97 | Maintains | Equal-Weight | Get Alert |
| 02/14/2025 | DDOG | Buy Now | Datadog | $130.04 | 38.42% | Raimo Lenschow73% | $187 → $180 | Maintains | Overweight | Get Alert |
| 02/12/2025 | FRSH | Buy Now | Freshworks | $14.88 | 34.38% | Raimo Lenschow73% | $14 → $20 | Maintains | Equal-Weight | Get Alert |
| 02/12/2025 | CFLT | Buy Now | Confluent | $23.96 | 54.42% | Raimo Lenschow73% | $35 → $37 | Maintains | Overweight | Get Alert |
| 02/12/2025 | TDC | Buy Now | Teradata | $21.99 | 13.69% | Raimo Lenschow73% | $30 → $25 | Maintains | Underweight | Get Alert |
| 02/07/2025 | PCTY | Buy Now | Paylocity Holding | $176.45 | 30.92% | Raimo Lenschow73% | $214 → $231 | Maintains | Equal-Weight | Get Alert |
| 02/07/2025 | OTEX | Buy Now | Open Text | $28.32 | 27.12% | Raimo Lenschow73% | $34 → $36 | Maintains | Equal-Weight | Get Alert |
| 02/07/2025 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 33.93% | Raimo Lenschow73% | $18 → $15 | Maintains | Equal-Weight | Get Alert |
| 02/06/2025 | DAY | Buy Now | Dayforce | $56.43 | 22.28% | Raimo Lenschow73% | $80 → $69 | Maintains | Equal-Weight | Get Alert |
| 01/31/2025 | PEGA | Buy Now | Pegasystems | $101.10 | 1.88% | Raimo Lenschow73% | $82 → $103 | Maintains | Equal-Weight | Get Alert |
| 01/30/2025 | SAP | Buy Now | SAP | $289.81 | -1.31% | Raimo Lenschow73% | $283 → $286 | Maintains | Overweight | Get Alert |
| 01/23/2025 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $12 → $11 | Maintains | Equal-Weight | Get Alert |
| 01/23/2025 | SAP | Buy Now | SAP | $289.81 | -2.35% | Raimo Lenschow73% | $275 → $283 | Maintains | Overweight | Get Alert |
| 01/23/2025 | PAYC | Buy Now | Paycom Software | $232.82 | -5.08% | Raimo Lenschow73% | $229 → $221 | Maintains | Equal-Weight | Get Alert |
| 01/23/2025 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 76.3% | Raimo Lenschow73% | $27 → $25 | Maintains | Overweight | Get Alert |
| 01/14/2025 | V | Buy Now | Visa | $340.99 | 5.87% | Raimo Lenschow73% | $347 → $361 | Maintains | Overweight | Get Alert |
| 01/10/2025 | PATH | Buy Now | UiPath | $12.31 | 21.81% | Raimo Lenschow73% | $16 → $15 | Maintains | Equal-Weight | Get Alert |
| 01/10/2025 | MDB | Buy Now | MongoDB | $204.00 | 61.76% | Raimo Lenschow73% | $400 → $330 | Maintains | Overweight | Get Alert |
| 01/10/2025 | JAMF | Buy Now | Jamf Holding | $9.73 | 74.72% | Raimo Lenschow73% | $20 → $17 | Maintains | Equal-Weight | Get Alert |
| 01/10/2025 | DAY | Buy Now | Dayforce | $56.43 | 41.77% | Raimo Lenschow73% | $84 → $80 | Maintains | Equal-Weight | Get Alert |
| 01/10/2025 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 60.71% | Raimo Lenschow73% | $20 → $18 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/10/2025 | SNOW | Buy Now | Snowflake | $211.80 | -10.29% | Raimo Lenschow73% | $190 → $190 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/10/2025 | BIGC | Buy Now | BigCommerce Holdings | $4.95 | 41.41% | Raimo Lenschow73% | $8 → $7 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 12/10/2024 | MDB | Buy Now | MongoDB | $204.00 | 96.08% | Raimo Lenschow73% | $375 → $400 | Maintains | Overweight | Get Alert |
| 12/06/2024 | KVYO | Buy Now | Klaviyo | $34.00 | 38.24% | Raimo Lenschow73% | $43 → $47 | Maintains | Overweight | Get Alert |
| 12/06/2024 | SNOW | Buy Now | Snowflake | $211.80 | -10.29% | Raimo Lenschow73% | $172 → $190 | Maintains | Equal-Weight | Get Alert |
| 12/06/2024 | TDC | Buy Now | Teradata | $21.99 | 36.43% | Raimo Lenschow73% | $29 → $30 | Maintains | Underweight | Get Alert |
| 12/06/2024 | PATH | Buy Now | UiPath | $12.31 | 29.93% | Raimo Lenschow73% | $15 → $16 | Maintains | Equal-Weight | Get Alert |
| 12/06/2024 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $11 → $12 | Maintains | Equal-Weight | Get Alert |
| 12/06/2024 | DT | Buy Now | Dynatrace | $55.65 | 20.4% | Raimo Lenschow73% | $64 → $67 | Maintains | Overweight | Get Alert |
| 12/06/2024 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 90.41% | Raimo Lenschow73% | $23 → $27 | Maintains | Overweight | Get Alert |
| 12/06/2024 | DAY | Buy Now | Dayforce | $56.43 | 48.86% | Raimo Lenschow73% | $80 → $84 | Maintains | Equal-Weight | Get Alert |
| 12/06/2024 | DDOG | Buy Now | Datadog | $130.04 | 43.8% | Raimo Lenschow73% | $155 → $187 | Maintains | Overweight | Get Alert |
| 12/06/2024 | CFLT | Buy Now | Confluent | $23.96 | 46.08% | Raimo Lenschow73% | $32 → $35 | Maintains | Overweight | Get Alert |
| 12/06/2024 | APPN | Buy Now | Appian | $30.12 | 22.84% | Raimo Lenschow73% | $34 → $37 | Maintains | Underweight | Get Alert |
| 12/05/2024 | CXM | Buy Now | Sprinklr | $8.05 | 11.8% | Raimo Lenschow73% | $7 → $9 | Maintains | Underweight | Get Alert |
| 12/04/2024 | CRM | Buy Now | Salesforce | $259.00 | 64.09% | Raimo Lenschow73% | $415 → $425 | Maintains | Overweight | Get Alert |
| 11/27/2024 | WDAY | Buy Now | Workday | $236.92 | 28.74% | Raimo Lenschow73% | $314 → $305 | Maintains | Overweight | Get Alert |
| 11/25/2024 | ESTC | Buy Now | Elastic | $82.14 | 68.01% | Raimo Lenschow73% | $105 → $138 | Maintains | Overweight | Get Alert |
| 11/22/2024 | INTU | Buy Now | Intuit | $755.50 | 2.58% | Raimo Lenschow73% | $800 → $775 | Maintains | Overweight | Get Alert |
| 11/21/2024 | SNOW | Buy Now | Snowflake | $211.80 | -18.79% | Raimo Lenschow73% | $142 → $172 | Maintains | Equal-Weight | Get Alert |
| 11/15/2024 | WDAY | Buy Now | Workday | $236.92 | 32.53% | Raimo Lenschow73% | $289 → $314 | Maintains | Overweight | Get Alert |
| 11/15/2024 | MDB | Buy Now | MongoDB | $204.00 | 69.12% | Raimo Lenschow73% | $290 → $345 | Maintains | Overweight | Get Alert |
| 11/15/2024 | INTU | Buy Now | Intuit | $755.50 | 5.89% | Raimo Lenschow73% | $740 → $800 | Maintains | Overweight | Get Alert |
| 11/15/2024 | ESTC | Buy Now | Elastic | $82.14 | 27.83% | Raimo Lenschow73% | $95 → $105 | Maintains | Overweight | Get Alert |
| 11/15/2024 | BASE | Buy Now | Couchbase | $19.50 | 17.95% | Raimo Lenschow73% | $19 → $23 | Maintains | Overweight | Get Alert |
| 11/15/2024 | DSGX | Buy Now | Descartes Systems Gr | $98.97 | 26.31% | Raimo Lenschow73% | $88 → $125 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 11/13/2024 | DAY | Buy Now | Dayforce | $56.43 | 41.77% | Raimo Lenschow73% | $70 → $80 | Maintains | Equal-Weight | Get Alert |
| 11/08/2024 | DDOG | Buy Now | Datadog | $130.04 | 19.2% | Raimo Lenschow73% | $140 → $155 | Maintains | Overweight | Get Alert |
| 11/08/2024 | APPN | Buy Now | Appian | $30.12 | 12.88% | Raimo Lenschow73% | $29 → $34 | Maintains | Underweight | Get Alert |
| 11/07/2024 | KVYO | Buy Now | Klaviyo | $34.00 | 26.47% | Raimo Lenschow73% | $41 → $43 | Maintains | Overweight | Get Alert |
| 11/05/2024 | TDC | Buy Now | Teradata | $21.99 | 31.88% | Raimo Lenschow73% | $30 → $29 | Maintains | Underweight | Get Alert |
| 11/04/2024 | V | Buy Now | Visa | $340.99 | 1.76% | Raimo Lenschow73% | $319 → $347 | Maintains | Overweight | Get Alert |
| 11/01/2024 | OTEX | Buy Now | Open Text | $28.32 | 20.06% | Raimo Lenschow73% | $36 → $34 | Maintains | Equal-Weight | Get Alert |
| 10/31/2024 | PCTY | Buy Now | Paylocity Holding | $176.45 | 2.01% | Raimo Lenschow73% | $174 → $180 | Maintains | Equal-Weight | Get Alert |
| 10/31/2024 | PAYC | Buy Now | Paycom Software | $232.82 | -22.26% | Raimo Lenschow73% | $172 → $181 | Maintains | Equal-Weight | Get Alert |
| 10/31/2024 | DAY | Buy Now | Dayforce | $56.43 | 24.05% | Raimo Lenschow73% | $63 → $70 | Maintains | Equal-Weight | Get Alert |
| 10/31/2024 | CFLT | Buy Now | Confluent | $23.96 | 33.56% | Raimo Lenschow73% | $29 → $32 | Maintains | Overweight | Get Alert |
| 10/25/2024 | PEGA | Buy Now | Pegasystems | $101.10 | -18.89% | Raimo Lenschow73% | $74 → $82 | Maintains | Equal-Weight | Get Alert |
| 10/24/2024 | NOW | Buy Now | ServiceNow | $982.48 | 1.78% | Raimo Lenschow73% | $980 → $1000 | Maintains | Overweight | Get Alert |
| 10/23/2024 | SAP | Buy Now | SAP | $289.81 | -5.11% | Raimo Lenschow73% | $252 → $275 | Maintains | Overweight | Get Alert |
| 10/11/2024 | SPT | Buy Now | Sprout Social | $20.07 | 89.34% | Raimo Lenschow73% | $48 → $38 | Maintains | Overweight | Get Alert |
| 10/11/2024 | NOW | Buy Now | ServiceNow | $982.48 | -0.25% | Raimo Lenschow73% | $890 → $980 | Maintains | Overweight | Get Alert |
| 10/11/2024 | PCTY | Buy Now | Paylocity Holding | $176.45 | -1.39% | Raimo Lenschow73% | $156 → $174 | Maintains | Equal-Weight | Get Alert |
| 10/11/2024 | PAYC | Buy Now | Paycom Software | $232.82 | -26.12% | Raimo Lenschow73% | $167 → $172 | Maintains | Equal-Weight | Get Alert |
| 10/11/2024 | KVYO | Buy Now | Klaviyo | $34.00 | 20.59% | Raimo Lenschow73% | $32 → $41 | Maintains | Overweight | Get Alert |
| 10/11/2024 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 62.2% | Raimo Lenschow73% | $27 → $23 | Maintains | Overweight | Get Alert |
| 10/11/2024 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 72.48% | Raimo Lenschow73% | $38 → $48 | Maintains | Overweight | Get Alert |
| 10/07/2024 | CXM | Buy Now | Sprinklr | $8.05 | -13.04% | Raimo Lenschow73% | $10 → $7 | Downgrade | Overweight → Underweight | Get Alert |
| 10/07/2024 | DT | Buy Now | Dynatrace | $55.65 | 15% | Raimo Lenschow73% | $52 → $64 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 10/07/2024 | BASE | Buy Now | Couchbase | $19.50 | -2.56% | Raimo Lenschow73% | $19 → $19 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 10/07/2024 | ESTC | Buy Now | Elastic | $82.14 | 15.66% | Raimo Lenschow73% | $90 → $95 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/30/2024 | SAP | Buy Now | SAP | $289.81 | -13.05% | Raimo Lenschow73% | $251 → $252 | Maintains | Overweight | Get Alert |
| 09/20/2024 | ESTC | Buy Now | Elastic | $82.14 | 9.57% | Raimo Lenschow73% | $106 → $90 | Maintains | Equal-Weight | Get Alert |
| 09/13/2024 | ORCL | Buy Now | Oracle | $210.70 | -4.13% | Raimo Lenschow73% | $172 → $202 | Maintains | Overweight | Get Alert |
| 09/10/2024 | ORCL | Buy Now | Oracle | $210.70 | -18.37% | Raimo Lenschow73% | $160 → $172 | Maintains | Overweight | Get Alert |
| 09/06/2024 | PATH | Buy Now | UiPath | $12.31 | 21.81% | Raimo Lenschow73% | $14 → $15 | Maintains | Equal-Weight | Get Alert |
| 09/05/2024 | CXM | Buy Now | Sprinklr | $8.05 | 24.22% | Raimo Lenschow73% | $11 → $10 | Maintains | Overweight | Get Alert |
| 09/05/2024 | DSGX | Buy Now | Descartes Systems Gr | $98.97 | -11.08% | Raimo Lenschow73% | $87 → $88 | Maintains | Underweight | Get Alert |
| 09/05/2024 | BASE | Buy Now | Couchbase | $19.50 | -2.56% | Raimo Lenschow73% | $20 → $19 | Maintains | Equal-Weight | Get Alert |
| 08/30/2024 | ESTC | Buy Now | Elastic | $82.14 | 29.05% | Raimo Lenschow73% | $117 → $106 | Maintains | Equal-Weight | Get Alert |
| 08/23/2024 | WDAY | Buy Now | Workday | $236.92 | 21.98% | Raimo Lenschow73% | $286 → $289 | Maintains | Overweight | Get Alert |
| 08/23/2024 | INTU | Buy Now | Intuit | $755.50 | -2.05% | Raimo Lenschow73% | $745 → $740 | Maintains | Overweight | Get Alert |
| 08/22/2024 | SNOW | Buy Now | Snowflake | $211.80 | -32.96% | Raimo Lenschow73% | $146 → $142 | Maintains | Equal-Weight | Get Alert |
| 08/19/2024 | PATH | Buy Now | UiPath | $12.31 | 13.69% | Raimo Lenschow73% | $16 → $14 | Maintains | Equal-Weight | Get Alert |
| 08/19/2024 | SNOW | Buy Now | Snowflake | $211.80 | -31.07% | Raimo Lenschow73% | $191 → $146 | Maintains | Equal-Weight | Get Alert |
| 08/19/2024 | BASE | Buy Now | Couchbase | $19.50 | 2.56% | Raimo Lenschow73% | $27 → $20 | Maintains | Equal-Weight | Get Alert |
| 08/13/2024 | SAP | Buy Now | SAP | $289.81 | -13.39% | Raimo Lenschow73% | $217 → $251 | Maintains | Overweight | Get Alert |
| 08/09/2024 | DDOG | Buy Now | Datadog | $130.04 | 7.66% | Raimo Lenschow73% | $145 → $140 | Maintains | Overweight | Get Alert |
| 08/09/2024 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 36.54% | Raimo Lenschow73% | $43 → $38 | Maintains | Overweight | Get Alert |
| 08/08/2024 | KVYO | Buy Now | Klaviyo | $34.00 | -5.88% | Raimo Lenschow73% | $29 → $32 | Maintains | Overweight | Get Alert |
| 08/08/2024 | SMWB | Buy Now | Similarweb | $7.25 | 37.93% | Raimo Lenschow73% | $9 → $10 | Maintains | Overweight | Get Alert |
| 08/06/2024 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $15 → $11 | Maintains | Equal-Weight | Get Alert |
| 08/06/2024 | TDC | Buy Now | Teradata | $21.99 | 36.43% | Raimo Lenschow73% | $35 → $30 | Maintains | Underweight | Get Alert |
| 08/05/2024 | APPN | Buy Now | Appian | $30.12 | -3.72% | Raimo Lenschow73% | $32 → $29 | Maintains | Underweight | Get Alert |
| 08/05/2024 | PCTY | Buy Now | Paylocity Holding | $176.45 | -11.59% | Raimo Lenschow73% | $160 → $156 | Maintains | Equal-Weight | Get Alert |
| 08/05/2024 | IAS | Buy Now | Integral Ad Science | $8.21 | 58.34% | Raimo Lenschow73% | $12 → $13 | Maintains | Equal-Weight | Get Alert |
| 08/05/2024 | OTEX | Buy Now | Open Text | $28.32 | 27.12% | Raimo Lenschow73% | $38 → $36 | Maintains | Equal-Weight | Get Alert |
| 08/01/2024 | PAYC | Buy Now | Paycom Software | $232.82 | -28.27% | Raimo Lenschow73% | $161 → $167 | Maintains | Equal-Weight | Get Alert |
| 08/01/2024 | DAY | Buy Now | Dayforce | $56.43 | 11.64% | Raimo Lenschow73% | $62 → $63 | Maintains | Equal-Weight | Get Alert |
| 08/01/2024 | CFLT | Buy Now | Confluent | $23.96 | 21.04% | Raimo Lenschow73% | $34 → $29 | Maintains | Overweight | Get Alert |
| 07/31/2024 | FRSH | Buy Now | Freshworks | $14.88 | -5.94% | Raimo Lenschow73% | $15 → $14 | Maintains | Equal-Weight | Get Alert |
| 07/26/2024 | PEGA | Buy Now | Pegasystems | $101.10 | -26.81% | Raimo Lenschow73% | $69 → $74 | Maintains | Equal-Weight | Get Alert |
| 07/16/2024 | SPT | Buy Now | Sprout Social | $20.07 | 139.16% | Raimo Lenschow73% | $50 → $48 | Maintains | Overweight | Get Alert |
| 07/16/2024 | PCTY | Buy Now | Paylocity Holding | $176.45 | -9.32% | Raimo Lenschow73% | $178 → $160 | Maintains | Equal-Weight | Get Alert |
| 07/16/2024 | PAYC | Buy Now | Paycom Software | $232.82 | -30.85% | Raimo Lenschow73% | $184 → $161 | Maintains | Equal-Weight | Get Alert |
| 07/16/2024 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 90.41% | Raimo Lenschow73% | $30 → $27 | Maintains | Overweight | Get Alert |
| 06/12/2024 | KVYO | Buy Now | Klaviyo | $34.00 | -14.71% | Raimo Lenschow73% | $25 → $29 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 06/06/2024 | CXM | Buy Now | Sprinklr | $8.05 | 36.65% | Raimo Lenschow73% | $17 → $11 | Maintains | Overweight | Get Alert |
| 06/06/2024 | BASE | Buy Now | Couchbase | $19.50 | 38.46% | Raimo Lenschow73% | $33 → $27 | Maintains | Equal-Weight | Get Alert |
| 05/31/2024 | MDB | Buy Now | MongoDB | $204.00 | 42.16% | Raimo Lenschow73% | $458 → $290 | Maintains | Overweight | Get Alert |
| 05/31/2024 | ESTC | Buy Now | Elastic | $82.14 | 42.44% | Raimo Lenschow73% | $128 → $117 | Maintains | Equal-Weight | Get Alert |
| 05/30/2024 | PATH | Buy Now | UiPath | $12.31 | 29.93% | Raimo Lenschow73% | $25 → $16 | Maintains | Equal-Weight | Get Alert |
| 05/30/2024 | CRM | Buy Now | Salesforce | $259.00 | 17.76% | Raimo Lenschow73% | $355 → $305 | Maintains | Overweight | Get Alert |
| 05/24/2024 | WDAY | Buy Now | Workday | $236.92 | 20.72% | Raimo Lenschow73% | $316 → $286 | Maintains | Overweight | Get Alert |
| 05/23/2024 | SNOW | Buy Now | Snowflake | $211.80 | -9.82% | Raimo Lenschow73% | $188 → $191 | Maintains | Equal-Weight | Get Alert |
| 05/23/2024 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow73% | $8.5 → $8 | Maintains | Underweight | Get Alert |
| 05/17/2024 | DSGX | Buy Now | Descartes Systems Gr | $98.97 | -12.09% | Raimo Lenschow73% | $75 → $87 | Maintains | Underweight | Get Alert |
| 05/09/2024 | KVYO | Buy Now | Klaviyo | $34.00 | -26.47% | Raimo Lenschow73% | $32 → $25 | Maintains | Equal-Weight | Get Alert |
| 05/08/2024 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 111.57% | Raimo Lenschow73% | $40 → $30 | Maintains | Overweight | Get Alert |
| 05/08/2024 | DDOG | Buy Now | Datadog | $130.04 | 11.51% | Raimo Lenschow73% | $152 → $145 | Maintains | Overweight | Get Alert |
| 05/08/2024 | CFLT | Buy Now | Confluent | $23.96 | 41.9% | Raimo Lenschow73% | $33 → $34 | Maintains | Overweight | Get Alert |
| 05/08/2024 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $19 → $15 | Maintains | Equal-Weight | Get Alert |
| 05/07/2024 | TDC | Buy Now | Teradata | $21.99 | 59.16% | Raimo Lenschow73% | $39 → $35 | Maintains | Underweight | Get Alert |
| 05/03/2024 | SPT | Buy Now | Sprout Social | $20.07 | 149.13% | Raimo Lenschow73% | $72 → $50 | Maintains | Overweight | Get Alert |
| 05/03/2024 | PCTY | Buy Now | Paylocity Holding | $176.45 | 0.88% | Raimo Lenschow73% | $166 → $178 | Maintains | Equal-Weight | Get Alert |
| 05/03/2024 | OTEX | Buy Now | Open Text | $28.32 | 34.18% | Raimo Lenschow73% | $44 → $38 | Maintains | Equal-Weight | Get Alert |
| 05/03/2024 | FRSH | Buy Now | Freshworks | $14.88 | 0.78% | Raimo Lenschow73% | $20 → $15 | Maintains | Equal-Weight | Get Alert |
| 05/03/2024 | APPN | Buy Now | Appian | $30.12 | 6.24% | Raimo Lenschow73% | $36 → $32 | Maintains | Underweight | Get Alert |
| 05/02/2024 | PAYC | Buy Now | Paycom Software | $232.82 | -20.97% | Raimo Lenschow73% | $193 → $184 | Maintains | Equal-Weight | Get Alert |
| 05/02/2024 | DAY | Buy Now | Dayforce | $56.43 | 9.87% | Raimo Lenschow73% | $74 → $62 | Maintains | Equal-Weight | Get Alert |
| 04/26/2024 | PEGA | Buy Now | Pegasystems | $101.10 | -31.75% | Raimo Lenschow73% | $66 → $69 | Maintains | Equal-Weight | Get Alert |
| 04/24/2024 | SAP | Buy Now | SAP | $289.81 | -27.54% | Raimo Lenschow73% | $212 → $210 | Maintains | Overweight | Get Alert |
| 04/15/2024 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $20 → $19 | Maintains | Equal-Weight | Get Alert |
| 04/15/2024 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow73% | $10 → $8.5 | Maintains | Underweight | Get Alert |
| 04/15/2024 | TDC | Buy Now | Teradata | $21.99 | 77.35% | Raimo Lenschow73% | $43 → $39 | Maintains | Underweight | Get Alert |
| 04/15/2024 | PEGA | Buy Now | Pegasystems | $101.10 | -34.72% | Raimo Lenschow73% | $68 → $66 | Maintains | Equal-Weight | Get Alert |
| 04/15/2024 | IAS | Buy Now | Integral Ad Science | $8.21 | 46.16% | Raimo Lenschow73% | $16 → $12 | Maintains | Equal-Weight | Get Alert |
| 04/15/2024 | BIGC | Buy Now | BigCommerce Holdings | $4.95 | 41.41% | Raimo Lenschow73% | $10 → $7 | Maintains | Equal-Weight | Get Alert |
| 04/15/2024 | APPN | Buy Now | Appian | $30.12 | 19.52% | Raimo Lenschow73% | $35 → $36 | Maintains | Underweight | Get Alert |
| 04/03/2024 | SAP | Buy Now | SAP | $289.81 | -26.85% | Raimo Lenschow73% | $189 → $212 | Maintains | Overweight | Get Alert |
| 03/20/2024 | DT | Buy Now | Dynatrace | $55.65 | -6.56% | Raimo Lenschow73% | $59 → $52 | Maintains | Equal-Weight | Get Alert |
| 03/15/2024 | PATH | Buy Now | UiPath | $12.31 | 103.02% | Raimo Lenschow73% | $23 → $25 | Maintains | Equal-Weight | Get Alert |
| 03/14/2024 | JAMF | Buy Now | Jamf Holding | $9.73 | 105.55% | Raimo Lenschow73% | $18 → $20 | Maintains | Equal-Weight | Get Alert |
| 03/12/2024 | ORCL | Buy Now | Oracle | $210.70 | -30.23% | Raimo Lenschow73% | $140 → $147 | Maintains | Overweight | Get Alert |
| 03/08/2024 | MDB | Buy Now | MongoDB | $204.00 | 124.51% | Raimo Lenschow73% | $478 → $458 | Maintains | Overweight | Get Alert |
| 03/06/2024 | BASE | Buy Now | Couchbase | $19.50 | 69.23% | Raimo Lenschow73% | $29 → $33 | Maintains | Equal-Weight | Get Alert |
| 03/01/2024 | ESTC | Buy Now | Elastic | $82.14 | 55.83% | Raimo Lenschow73% | $130 → $128 | Maintains | Equal-Weight | Get Alert |
| 03/01/2024 | SNOW | Buy Now | Snowflake | $211.80 | -11.24% | Raimo Lenschow73% | $198 → $188 | Maintains | Equal-Weight | Get Alert |
| 02/29/2024 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 182.09% | Raimo Lenschow73% | $43 → $40 | Maintains | Overweight | Get Alert |
| 02/28/2024 | JAMF | Buy Now | Jamf Holding | $9.73 | 84.99% | Raimo Lenschow73% | $20 → $18 | Maintains | Equal-Weight | Get Alert |
| 02/28/2024 | IAS | Buy Now | Integral Ad Science | $8.21 | 94.88% | Raimo Lenschow73% | $17 → $16 | Maintains | Equal-Weight | Get Alert |
| 02/27/2024 | WDAY | Buy Now | Workday | $236.92 | 33.38% | Raimo Lenschow73% | $326 → $316 | Maintains | Overweight | Get Alert |
| 02/23/2024 | INTU | Buy Now | Intuit | $755.50 | -1.39% | Raimo Lenschow73% | $735 → $745 | Maintains | Overweight | Get Alert |
| 02/21/2024 | SPT | Buy Now | Sprout Social | $20.07 | 258.74% | Raimo Lenschow73% | $75 → $72 | Maintains | Overweight | Get Alert |
| 02/20/2024 | PEGA | Buy Now | Pegasystems | $101.10 | -32.74% | Raimo Lenschow73% | $52 → $68 | Maintains | Equal-Weight | Get Alert |
| 02/20/2024 | ESTC | Buy Now | Elastic | $82.14 | 58.27% | Raimo Lenschow73% | $110 → $130 | Maintains | Equal-Weight | Get Alert |
| 02/20/2024 | DSGX | Buy Now | Descartes Systems Gr | $98.97 | -24.22% | Raimo Lenschow73% | $71 → $75 | Maintains | Underweight | Get Alert |
| 02/20/2024 | BASE | Buy Now | Couchbase | $19.50 | 48.72% | Raimo Lenschow73% | $26 → $29 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 02/15/2024 | SMWB | Buy Now | Similarweb | $7.25 | 24.14% | Raimo Lenschow73% | $8 → $9 | Maintains | Overweight | Get Alert |
| 02/14/2024 | DDOG | Buy Now | Datadog | $130.04 | 16.89% | Raimo Lenschow73% | $138 → $152 | Maintains | Overweight | Get Alert |
| 02/13/2024 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $18 → $20 | Maintains | Equal-Weight | Get Alert |
| 02/13/2024 | TDC | Buy Now | Teradata | $21.99 | 95.54% | Raimo Lenschow73% | $46 → $43 | Maintains | Underweight | Get Alert |
| 02/09/2024 | PCTY | Buy Now | Paylocity Holding | $176.45 | -5.92% | Raimo Lenschow73% | $174 → $166 | Maintains | Equal-Weight | Get Alert |
| 02/08/2024 | DAY | Buy Now | Dayforce | $56.43 | 31.14% | Raimo Lenschow73% | $75 → $74 | Maintains | Equal-Weight | Get Alert |
| 02/08/2024 | CFLT | Buy Now | Confluent | $23.96 | 37.73% | Raimo Lenschow73% | $26 → $33 | Maintains | Overweight | Get Alert |
| 01/31/2024 | MSFT | Buy Now | Microsoft | $480.83 | -1.21% | Raimo Lenschow73% | $421 → $475 | Maintains | Overweight | Get Alert |
| 01/29/2024 | V | Buy Now | Visa | $340.99 | -6.45% | Raimo Lenschow73% | $304 → $319 | Maintains | Overweight | Get Alert |
| 01/26/2024 | SAP | Buy Now | SAP | $289.81 | -34.78% | Raimo Lenschow73% | $156 → $189 | Maintains | Overweight | Get Alert |
| 01/25/2024 | NOW | Buy Now | ServiceNow | $982.48 | -9.41% | Raimo Lenschow73% | $870 → $890 | Maintains | Overweight | Get Alert |
| 01/25/2024 | LRCX | Buy Now | Lam Research | $92.25 | 794.31% | Raimo Lenschow73% | $750 → $825 | Maintains | Equal-Weight | Get Alert |
| 01/24/2024 | VC | Buy Now | Visteon | $90.85 | 54.1% | Raimo Lenschow73% | $158 → $140 | Maintains | Equal-Weight | Get Alert |
| 01/23/2024 | NOW | Buy Now | ServiceNow | $982.48 | -11.45% | Raimo Lenschow73% | $765 → $870 | Maintains | Overweight | Get Alert |
| 01/16/2024 | LRCX | Buy Now | Lam Research | $92.25 | 713.01% | Raimo Lenschow73% | $600 → $750 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | AMAT | Buy Now | Applied Mat | $173.27 | -19.2% | Raimo Lenschow73% | $120 → $140 | Maintains | Underweight | Get Alert |
| 01/12/2024 | PATH | Buy Now | UiPath | $12.31 | 86.78% | Raimo Lenschow73% | $21 → $23 | Maintains | Equal-Weight | Get Alert |
| 01/12/2024 | SPT | Buy Now | Sprout Social | $20.07 | 273.69% | Raimo Lenschow73% | $65 → $75 | Maintains | Overweight | Get Alert |
| 01/12/2024 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 105.36% | Raimo Lenschow73% | $20 → $23 | Maintains | Overweight | Get Alert |
| 01/12/2024 | KVYO | Buy Now | Klaviyo | $34.00 | -5.88% | Raimo Lenschow73% | $37 → $32 | Maintains | Equal-Weight | Get Alert |
| 01/12/2024 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 203.24% | Raimo Lenschow73% | $40 → $43 | Maintains | Overweight | Get Alert |
| 01/12/2024 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 54.51% | Raimo Lenschow73% | $37 → $43 | Maintains | Overweight | Get Alert |
| 01/12/2024 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | → $18 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/12/2024 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow73% | → $10 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 01/12/2024 | SNOW | Buy Now | Snowflake | $211.80 | -6.52% | Raimo Lenschow73% | → $198 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/12/2024 | BASE | Buy Now | Couchbase | $19.50 | 33.33% | Raimo Lenschow73% | $23 → $26 | Maintains | Overweight | Get Alert |
| 01/12/2024 | JAMF | Buy Now | Jamf Holding | $9.73 | 105.55% | Raimo Lenschow73% | → $20 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/12/2024 | ESTC | Buy Now | Elastic | $82.14 | 33.92% | Raimo Lenschow73% | $100 → $110 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/12/2024 | APPN | Buy Now | Appian | $30.12 | 16.2% | Raimo Lenschow73% | $40 → $35 | Maintains | Underweight | Get Alert |
| 01/12/2024 | PEGA | Buy Now | Pegasystems | $101.10 | -48.57% | Raimo Lenschow73% | → $52 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 12/11/2023 | CXM | Buy Now | Sprinklr | $8.05 | 86.34% | Raimo Lenschow73% | $18 → $15 | Maintains | Overweight | Get Alert |
| 12/11/2023 | BASE | Buy Now | Couchbase | $19.50 | 17.95% | Raimo Lenschow73% | $21 → $23 | Maintains | Overweight | Get Alert |
| 12/06/2023 | MDB | Buy Now | MongoDB | $204.00 | 134.31% | Raimo Lenschow73% | $470 → $478 | Maintains | Overweight | Get Alert |
| 11/29/2023 | WDAY | Buy Now | Workday | $236.92 | 15.65% | Raimo Lenschow73% | $249 → $274 | Maintains | Overweight | Get Alert |
| 11/29/2023 | INTU | Buy Now | Intuit | $755.50 | -12.64% | Raimo Lenschow73% | $570 → $660 | Maintains | Overweight | Get Alert |
| 11/02/2023 | CFLT | Buy Now | Confluent | $23.96 | 8.51% | Raimo Lenschow73% | $39 → $26 | Maintains | Overweight | Get Alert |
| 11/01/2023 | PAYC | Buy Now | Paycom Software | $232.82 | -14.1% | Raimo Lenschow73% | $294 → $200 | Maintains | Equal-Weight | Get Alert |
| 11/01/2023 | FRSH | Buy Now | Freshworks | $14.88 | 34.38% | Raimo Lenschow73% | $25 → $20 | Maintains | Equal-Weight | Get Alert |
| 10/30/2023 | V | Buy Now | Visa | $340.99 | -18.47% | Raimo Lenschow73% | $285 → $278 | Maintains | Overweight | Get Alert |
| 10/30/2023 | PEGA | Buy Now | Pegasystems | $101.10 | -55.49% | Raimo Lenschow73% | $44 → $45 | Maintains | Underweight | Get Alert |
| 10/30/2023 | MA | Buy Now | Mastercard | $540.20 | -13% | Raimo Lenschow73% | $479 → $470 | Maintains | Overweight | Get Alert |
| 10/25/2023 | MSFT | Buy Now | Microsoft | $480.83 | -12.44% | Raimo Lenschow73% | $425 → $421 | Maintains | Overweight | Get Alert |
| 10/16/2023 | KVYO | Buy Now | Klaviyo | $34.00 | 8.82% | Raimo Lenschow73% | → $37 | Initiates | → Equal-Weight | Get Alert |
| 10/12/2023 | OTEX | Buy Now | Open Text | $28.32 | 41.24% | Raimo Lenschow73% | $44 → $40 | Maintains | Equal-Weight | Get Alert |
| 10/12/2023 | PAYC | Buy Now | Paycom Software | $232.82 | 26.28% | Raimo Lenschow73% | $350 → $294 | Maintains | Equal-Weight | Get Alert |
| 10/12/2023 | PCTY | Buy Now | Paylocity Holding | $176.45 | 26.38% | Raimo Lenschow73% | $213 → $223 | Maintains | Equal-Weight | Get Alert |
| 10/12/2023 | PEGA | Buy Now | Pegasystems | $101.10 | -56.48% | Raimo Lenschow73% | $47 → $44 | Maintains | Underweight | Get Alert |
| 10/12/2023 | V | Buy Now | Visa | $340.99 | -16.42% | Raimo Lenschow73% | $287 → $285 | Maintains | Overweight | Get Alert |
| 10/12/2023 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $25 → $21 | Maintains | Overweight | Get Alert |
| 10/12/2023 | MA | Buy Now | Mastercard | $540.20 | -11.33% | Raimo Lenschow73% | $480 → $479 | Maintains | Overweight | Get Alert |
| 10/12/2023 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 51.79% | Raimo Lenschow73% | $22 → $17 | Maintains | Overweight | Get Alert |
| 10/12/2023 | IAS | Buy Now | Integral Ad Science | $8.21 | 82.7% | Raimo Lenschow73% | $21 → $15 | Maintains | Equal-Weight | Get Alert |
| 10/12/2023 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 153.88% | Raimo Lenschow73% | $45 → $36 | Maintains | Overweight | Get Alert |
| 10/12/2023 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 7.8% | Raimo Lenschow73% | $42 → $30 | Maintains | Overweight | Get Alert |
| 10/12/2023 | VC | Buy Now | Visteon | $90.85 | — | Raimo Lenschow73% | — | Upgrade | Underweight → Equal-Weight | Get Alert |
| 10/12/2023 | CFLT | Buy Now | Confluent | $23.96 | 62.77% | Raimo Lenschow73% | $42 → $39 | Maintains | Overweight | Get Alert |
| 10/12/2023 | APPN | Buy Now | Appian | $30.12 | 16.2% | Raimo Lenschow73% | $41 → $35 | Maintains | Underweight | Get Alert |
| 09/28/2023 | WDAY | Buy Now | Workday | $236.92 | 5.1% | Raimo Lenschow73% | $262 → $249 | Maintains | Overweight | Get Alert |
| 09/18/2023 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 217.35% | Raimo Lenschow73% | $47 → $45 | Maintains | Overweight | Get Alert |
| 09/12/2023 | ORCL | Buy Now | Oracle | $210.70 | -30.23% | Raimo Lenschow73% | $150 → $147 | Maintains | Overweight | Get Alert |
| 09/08/2023 | FRSH | Buy Now | Freshworks | $14.88 | 67.97% | Raimo Lenschow73% | $20 → $25 | Maintains | Equal-Weight | Get Alert |
| 09/07/2023 | PATH | Buy Now | UiPath | $12.31 | 46.18% | Raimo Lenschow73% | $16 → $18 | Maintains | Equal-Weight | Get Alert |
| 09/05/2023 | ORCL | Buy Now | Oracle | $210.70 | -28.81% | Raimo Lenschow73% | $126 → $150 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/01/2023 | MDB | Buy Now | MongoDB | $204.00 | 120.59% | Raimo Lenschow73% | $421 → $450 | Maintains | Overweight | Get Alert |
| 09/01/2023 | ESTC | Buy Now | Elastic | $82.14 | 4.7% | Raimo Lenschow73% | $83 → $86 | Maintains | Overweight | Get Alert |
| 08/31/2023 | CRM | Buy Now | Salesforce | $259.00 | 0.39% | Raimo Lenschow73% | $245 → $260 | Maintains | Overweight | Get Alert |
| 08/25/2023 | WDAY | Buy Now | Workday | $236.92 | 10.59% | Raimo Lenschow73% | $258 → $262 | Maintains | Overweight | Get Alert |
| 08/24/2023 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $130 → $134 | Maintains | Overweight | Get Alert |
| 08/24/2023 | SNOW | Buy Now | Snowflake | $211.80 | -13.6% | Raimo Lenschow73% | $190 → $183 | Maintains | Overweight | Get Alert |
| 08/18/2023 | INTU | Buy Now | Intuit | $755.50 | -24.55% | Raimo Lenschow73% | $495 → $570 | Maintains | Overweight | Get Alert |
| 08/18/2023 | WDAY | Buy Now | Workday | $236.92 | 8.9% | Raimo Lenschow73% | $243 → $258 | Maintains | Overweight | Get Alert |
| 08/18/2023 | SNOW | Buy Now | Snowflake | $211.80 | -10.29% | Raimo Lenschow73% | $203 → $190 | Maintains | Overweight | Get Alert |
| 08/18/2023 | BASE | Buy Now | Couchbase | $19.50 | 2.56% | Raimo Lenschow73% | $23 → $20 | Maintains | Overweight | Get Alert |
| 08/09/2023 | JAMF | Buy Now | Jamf Holding | $9.73 | 126.1% | Raimo Lenschow73% | $25 → $22 | Maintains | Overweight | Get Alert |
| 08/09/2023 | DDOG | Buy Now | Datadog | $130.04 | -20.02% | Raimo Lenschow73% | $134 → $104 | Maintains | Overweight | Get Alert |
| 08/08/2023 | TDC | Buy Now | Teradata | $21.99 | 109.19% | Raimo Lenschow73% | $47 → $46 | Maintains | Underweight | Get Alert |
| 08/07/2023 | VC | Buy Now | Visteon | $90.85 | 48.6% | Raimo Lenschow73% | $130 → $135 | Maintains | Underweight | Get Alert |
| 08/07/2023 | PCTY | Buy Now | Paylocity Holding | $176.45 | 20.71% | Raimo Lenschow73% | $204 → $213 | Maintains | Equal-Weight | Get Alert |
| 08/07/2023 | OTEX | Buy Now | Open Text | $28.32 | 55.37% | Raimo Lenschow73% | $43 → $44 | Maintains | Equal-Weight | Get Alert |
| 08/07/2023 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 50.92% | Raimo Lenschow73% | $58 → $42 | Maintains | Overweight | Get Alert |
| 08/07/2023 | BIGC | Buy Now | BigCommerce Holdings | $4.95 | 142.42% | Raimo Lenschow73% | $10 → $12 | Maintains | Equal-Weight | Get Alert |
| 08/07/2023 | APPN | Buy Now | Appian | $30.12 | 36.12% | Raimo Lenschow73% | $35 → $41 | Maintains | Underweight | Get Alert |
| 08/04/2023 | BIGC | Buy Now | BigCommerce Holdings | $4.95 | 142.42% | Raimo Lenschow73% | $10 → $12 | Maintains | Equal-Weight | Get Alert |
| 08/04/2023 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 50.92% | Raimo Lenschow73% | $58 → $42 | Maintains | Overweight | Get Alert |
| 08/03/2023 | DT | Buy Now | Dynatrace | $55.65 | -6.56% | Raimo Lenschow73% | $55 → $52 | Maintains | Equal-Weight | Get Alert |
| 08/03/2023 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $73 → $74 | Maintains | Equal-Weight | Get Alert |
| 08/02/2023 | PAYC | Buy Now | Paycom Software | $232.82 | 50.33% | Raimo Lenschow73% | $368 → $350 | Maintains | Equal-Weight | Get Alert |
| 08/01/2023 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $34 → $25 | Maintains | Overweight | Get Alert |
| 07/31/2023 | MA | Buy Now | Mastercard | $540.20 | -11.14% | Raimo Lenschow73% | $470 → $480 | Maintains | Overweight | Get Alert |
| 07/28/2023 | PEGA | Buy Now | Pegasystems | $101.10 | -53.51% | Raimo Lenschow73% | $41 → $47 | Maintains | Underweight | Get Alert |
| 07/27/2023 | NOW | Buy Now | ServiceNow | $982.48 | -34.45% | Raimo Lenschow73% | $646 → $644 | Maintains | Overweight | Get Alert |
| 07/24/2023 | V | Buy Now | Visa | $340.99 | -15.83% | Raimo Lenschow73% | $272 → $287 | Maintains | Overweight | Get Alert |
| 07/24/2023 | MA | Buy Now | Mastercard | $540.20 | -13% | Raimo Lenschow73% | $437 → $470 | Maintains | Overweight | Get Alert |
| 07/21/2023 | SAP | Buy Now | SAP | $289.81 | -49.97% | Raimo Lenschow73% | $146 → $145 | Maintains | Overweight | Get Alert |
| 07/19/2023 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow73% | $10 → $9 | Maintains | Equal-Weight | Get Alert |
| 07/19/2023 | TDC | Buy Now | Teradata | $21.99 | 113.73% | Raimo Lenschow73% | $41 → $47 | Maintains | Underweight | Get Alert |
| 07/19/2023 | NOW | Buy Now | ServiceNow | $982.48 | -34.25% | Raimo Lenschow73% | $559 → $646 | Maintains | Overweight | Get Alert |
| 07/19/2023 | SAP | Buy Now | SAP | $289.81 | -49.62% | Raimo Lenschow73% | $136 → $146 | Maintains | Overweight | Get Alert |
| 07/19/2023 | PEGA | Buy Now | Pegasystems | $101.10 | -59.45% | Raimo Lenschow73% | $37 → $41 | Maintains | Underweight | Get Alert |
| 07/19/2023 | MSFT | Buy Now | Microsoft | $480.83 | -11.61% | Raimo Lenschow73% | $336 → $425 | Maintains | Overweight | Get Alert |
| 07/19/2023 | PCTY | Buy Now | Paylocity Holding | $176.45 | 15.61% | Raimo Lenschow73% | $199 → $204 | Maintains | Equal-Weight | Get Alert |
| 07/19/2023 | PAYC | Buy Now | Paycom Software | $232.82 | 58.06% | Raimo Lenschow73% | $336 → $368 | Maintains | Equal-Weight | Get Alert |
| 07/19/2023 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 96.43% | Raimo Lenschow73% | $17 → $22 | Maintains | Overweight | Get Alert |
| 07/19/2023 | JAMF | Buy Now | Jamf Holding | $9.73 | 156.94% | Raimo Lenschow73% | $21 → $25 | Maintains | Overweight | Get Alert |
| 07/19/2023 | IAS | Buy Now | Integral Ad Science | $8.21 | 155.79% | Raimo Lenschow73% | $20 → $21 | Maintains | Equal-Weight | Get Alert |
| 07/19/2023 | DT | Buy Now | Dynatrace | $55.65 | -1.17% | Raimo Lenschow73% | $48 → $55 | Maintains | Equal-Weight | Get Alert |
| 07/19/2023 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 231.45% | Raimo Lenschow73% | $34 → $47 | Maintains | Overweight | Get Alert |
| 07/19/2023 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 108.41% | Raimo Lenschow73% | $42 → $58 | Maintains | Overweight | Get Alert |
| 07/19/2023 | DDOG | Buy Now | Datadog | $130.04 | 3.05% | Raimo Lenschow73% | $90 → $134 | Maintains | Overweight | Get Alert |
| 07/19/2023 | APPN | Buy Now | Appian | $30.12 | 16.2% | Raimo Lenschow73% | $30 → $35 | Maintains | Underweight | Get Alert |
| 06/29/2023 | SNOW | Buy Now | Snowflake | $211.80 | -4.15% | Raimo Lenschow73% | $165 → $203 | Maintains | Overweight | Get Alert |
| 06/26/2023 | MDB | Buy Now | MongoDB | $204.00 | 106.37% | Raimo Lenschow73% | $374 → $421 | Maintains | Overweight | Get Alert |
| 06/14/2023 | IAS | Buy Now | Integral Ad Science | $8.21 | 143.61% | Raimo Lenschow73% | $17 → $20 | Maintains | Equal-Weight | Get Alert |
| 06/14/2023 | CFLT | Buy Now | Confluent | $23.96 | 75.29% | Raimo Lenschow73% | $26 → $42 | Maintains | Overweight | Get Alert |
| 06/13/2023 | ORCL | Buy Now | Oracle | $210.70 | -40.2% | Raimo Lenschow73% | $113 → $126 | Maintains | Equal-Weight | Get Alert |
| 06/07/2023 | ORCL | Buy Now | Oracle | $210.70 | -46.37% | Raimo Lenschow73% | $85 → $113 | Maintains | Equal-Weight | Get Alert |
| 06/07/2023 | BASE | Buy Now | Couchbase | $19.50 | 17.95% | Raimo Lenschow73% | $19 → $23 | Maintains | Overweight | Get Alert |
| 06/02/2023 | MDB | Buy Now | MongoDB | $204.00 | 83.33% | Raimo Lenschow73% | $280 → $374 | Maintains | Overweight | Get Alert |
| 06/02/2023 | ESTC | Buy Now | Elastic | $82.14 | 1.05% | Raimo Lenschow73% | $70 → $83 | Maintains | Overweight | Get Alert |
| 06/01/2023 | DSGX | Buy Now | Descartes Systems Gr | $98.97 | -34.32% | Raimo Lenschow73% | $62 → $65 | Maintains | Underweight | Get Alert |
| 05/30/2023 | PCTY | Buy Now | Paylocity Holding | $176.45 | 12.78% | Raimo Lenschow73% | → $199 | Initiates | → Equal-Weight | Get Alert |
| 05/26/2023 | WDAY | Buy Now | Workday | $236.92 | 2.57% | Raimo Lenschow73% | $216 → $243 | Maintains | Overweight | Get Alert |
| 05/25/2023 | PATH | Buy Now | UiPath | $12.31 | 29.93% | Raimo Lenschow73% | $17 → $16 | Maintains | Equal-Weight | Get Alert |
| 05/25/2023 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $122 → $130 | Maintains | Overweight | Get Alert |
| 05/25/2023 | SNOW | Buy Now | Snowflake | $211.80 | -22.1% | Raimo Lenschow73% | $171 → $165 | Maintains | Overweight | Get Alert |
| 05/19/2023 | AMAT | Buy Now | Applied Mat | $173.27 | -42.29% | Raimo Lenschow73% | $90 → $100 | Maintains | Underweight | Get Alert |
| 05/19/2023 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 51.79% | Raimo Lenschow73% | $20 → $17 | Maintains | Overweight | Get Alert |
| 05/18/2023 | NOW | Buy Now | ServiceNow | $982.48 | -43.1% | Raimo Lenschow73% | $551 → $559 | Maintains | Overweight | Get Alert |
| 05/18/2023 | DT | Buy Now | Dynatrace | $55.65 | -13.75% | Raimo Lenschow73% | $41 → $48 | Maintains | Equal-Weight | Get Alert |
| 05/15/2023 | CRM | Buy Now | Salesforce | $259.00 | -5.41% | Raimo Lenschow73% | $225 → $245 | Maintains | Overweight | Get Alert |
| 05/15/2023 | MDB | Buy Now | MongoDB | $204.00 | 37.25% | Raimo Lenschow73% | $257 → $280 | Maintains | Overweight | Get Alert |
| 05/15/2023 | INTU | Buy Now | Intuit | $755.50 | -34.48% | Raimo Lenschow73% | $465 → $495 | Maintains | Overweight | Get Alert |
| 05/05/2023 | JAMF | Buy Now | Jamf Holding | $9.73 | 115.83% | Raimo Lenschow73% | $25 → $21 | Maintains | Overweight | Get Alert |
| 05/05/2023 | TDC | Buy Now | Teradata | $21.99 | 86.45% | Raimo Lenschow73% | $37 → $41 | Maintains | Underweight | Get Alert |
| 05/04/2023 | CFLT | Buy Now | Confluent | $23.96 | 16.86% | Raimo Lenschow73% | $29 → $28 | Maintains | Overweight | Get Alert |
| 05/04/2023 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $74 → $73 | Maintains | Equal-Weight | Get Alert |
| 05/03/2023 | SPT | Buy Now | Sprout Social | $20.07 | 208.92% | Raimo Lenschow73% | $72 → $62 | Maintains | Overweight | Get Alert |
| 04/27/2023 | PEGA | Buy Now | Pegasystems | $101.10 | -63.4% | Raimo Lenschow73% | $30 → $37 | Maintains | Underweight | Get Alert |
| 04/27/2023 | NOW | Buy Now | ServiceNow | $982.48 | -43.92% | Raimo Lenschow73% | $535 → $551 | Maintains | Overweight | Get Alert |
| 04/26/2023 | MSFT | Buy Now | Microsoft | $480.83 | -30.12% | Raimo Lenschow73% | $310 → $336 | Maintains | Overweight | Get Alert |
| 04/24/2023 | SAP | Buy Now | SAP | $289.81 | -53.07% | Raimo Lenschow73% | $134 → $136 | Maintains | Overweight | Get Alert |
| 04/17/2023 | TSLA | Buy Now | Tesla | $322.50 | -28.68% | Raimo Lenschow73% | $275 → $230 | Maintains | Overweight | Get Alert |
| 04/17/2023 | TDC | Buy Now | Teradata | $21.99 | 68.26% | Raimo Lenschow73% | $35 → $37 | Maintains | Underweight | Get Alert |
| 04/17/2023 | NOW | Buy Now | ServiceNow | $982.48 | -45.55% | Raimo Lenschow73% | $495 → $535 | Maintains | Overweight | Get Alert |
| 04/17/2023 | SAP | Buy Now | SAP | $289.81 | -53.76% | Raimo Lenschow73% | $137 → $134 | Maintains | Overweight | Get Alert |
| 04/17/2023 | MSFT | Buy Now | Microsoft | $480.83 | -35.53% | Raimo Lenschow73% | $280 → $310 | Maintains | Overweight | Get Alert |
| 04/17/2023 | IAS | Buy Now | Integral Ad Science | $8.21 | 94.88% | Raimo Lenschow73% | $11 → $16 | Maintains | Equal-Weight | Get Alert |
| 04/17/2023 | CFLT | Buy Now | Confluent | $23.96 | 21.04% | Raimo Lenschow73% | $26 → $29 | Maintains | Overweight | Get Alert |
| 04/17/2023 | VC | Buy Now | Visteon | $90.85 | 43.09% | Raimo Lenschow73% | $135 → $130 | Maintains | Underweight | Get Alert |
| 03/22/2023 | OTEX | Buy Now | Open Text | $28.32 | 44.77% | Raimo Lenschow73% | → $41 | Reinstates | → Equal-Weight | Get Alert |
| 03/16/2023 | PATH | Buy Now | UiPath | $12.31 | 38.05% | Raimo Lenschow73% | $13 → $17 | Maintains | Equal-Weight | Get Alert |
| 03/09/2023 | MDB | Buy Now | MongoDB | $204.00 | 25.98% | Raimo Lenschow73% | $264 → $257 | Maintains | Overweight | Get Alert |
| 03/08/2023 | SAP | Buy Now | SAP | $289.81 | -52.73% | Raimo Lenschow73% | $136 → $137 | Maintains | Overweight | Get Alert |
| 03/02/2023 | SNOW | Buy Now | Snowflake | $211.80 | -19.26% | Raimo Lenschow73% | $180 → $171 | Maintains | Overweight | Get Alert |
| 03/02/2023 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 139.77% | Raimo Lenschow73% | $29 → $34 | Maintains | Overweight | Get Alert |
| 03/02/2023 | CRM | Buy Now | Salesforce | $259.00 | -13.13% | Raimo Lenschow73% | $195 → $225 | Maintains | Overweight | Get Alert |
| 03/01/2023 | JAMF | Buy Now | Jamf Holding | $9.73 | 156.94% | Raimo Lenschow73% | $23 → $25 | Maintains | Overweight | Get Alert |
| 02/28/2023 | WDAY | Buy Now | Workday | $236.92 | -8.83% | Raimo Lenschow73% | $220 → $216 | Maintains | Overweight | Get Alert |
| 02/22/2023 | SPT | Buy Now | Sprout Social | $20.07 | 258.74% | Raimo Lenschow73% | $63 → $72 | Maintains | Overweight | Get Alert |
| 02/15/2023 | WDAY | Buy Now | Workday | $236.92 | -7.14% | Raimo Lenschow73% | $203 → $220 | Maintains | Overweight | Get Alert |
| 02/15/2023 | CXM | Buy Now | Sprinklr | $8.05 | 61.49% | Raimo Lenschow73% | $10 → $13 | Maintains | Overweight | Get Alert |
| 02/15/2023 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $110 → $122 | Maintains | Overweight | Get Alert |
| 02/15/2023 | SNOW | Buy Now | Snowflake | $211.80 | -15.01% | Raimo Lenschow73% | $169 → $180 | Maintains | Overweight | Get Alert |
| 02/15/2023 | CRM | Buy Now | Salesforce | $259.00 | -24.71% | Raimo Lenschow73% | $180 → $195 | Maintains | Overweight | Get Alert |
| 02/15/2023 | MDB | Buy Now | MongoDB | $204.00 | 29.41% | Raimo Lenschow73% | $240 → $264 | Maintains | Overweight | Get Alert |
| 02/15/2023 | ESTC | Buy Now | Elastic | $82.14 | -14.78% | Raimo Lenschow73% | $62 → $70 | Maintains | Overweight | Get Alert |
| 02/15/2023 | BASE | Buy Now | Couchbase | $19.50 | -2.56% | Raimo Lenschow73% | $16 → $19 | Maintains | Overweight | Get Alert |
| 02/14/2023 | TDC | Buy Now | Teradata | $21.99 | 59.16% | Raimo Lenschow73% | $33 → $35 | Maintains | Underweight | Get Alert |
| 02/09/2023 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $64 → $74 | Maintains | Equal-Weight | Get Alert |
| 02/08/2023 | PAYC | Buy Now | Paycom Software | $232.82 | 44.32% | Raimo Lenschow73% | $324 → $336 | Maintains | Equal-Weight | Get Alert |
| 02/07/2023 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $36 → $34 | Maintains | Overweight | Get Alert |
| 02/02/2023 | DT | Buy Now | Dynatrace | $55.65 | -26.33% | Raimo Lenschow73% | $39 → $41 | Maintains | Equal-Weight | Get Alert |
| 01/31/2023 | CFLT | Buy Now | Confluent | $23.96 | 8.51% | Raimo Lenschow73% | $24 → $26 | Maintains | Overweight | Get Alert |
| 01/30/2023 | V | Buy Now | Visa | $340.99 | -20.82% | Raimo Lenschow73% | $266 → $270 | Maintains | Overweight | Get Alert |
| 01/30/2023 | RELY | Buy Now | Remitly Global | $20.45 | -26.65% | Raimo Lenschow73% | $12 → $15 | Maintains | Overweight | Get Alert |
| 01/30/2023 | MA | Buy Now | Mastercard | $540.20 | -19.1% | Raimo Lenschow73% | $427 → $437 | Maintains | Overweight | Get Alert |
| 01/27/2023 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow73% | $11 → $15 | Maintains | Equal-Weight | Get Alert |
| 01/26/2023 | NOW | Buy Now | ServiceNow | $982.48 | -49.62% | Raimo Lenschow73% | $496 → $495 | Maintains | Overweight | Get Alert |
| 01/23/2023 | AMAT | Buy Now | Applied Mat | $173.27 | -48.06% | Raimo Lenschow73% | $80 → $90 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 01/10/2023 | DDOG | Buy Now | Datadog | $130.04 | -36.17% | Raimo Lenschow73% | $98 → $83 | Maintains | Overweight | Get Alert |
| 01/10/2023 | BASE | Buy Now | Couchbase | $19.50 | -17.95% | Raimo Lenschow73% | $18 → $16 | Maintains | Overweight | Get Alert |
| 01/10/2023 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $66 → $64 | Maintains | Equal-Weight | Get Alert |
| 01/10/2023 | BIGC | Buy Now | BigCommerce Holdings | $4.95 | 102.02% | Raimo Lenschow73% | $16 → $10 | Maintains | Equal-Weight | Get Alert |
| 01/10/2023 | APPN | Buy Now | Appian | $30.12 | -17% | Raimo Lenschow73% | $30 → $25 | Maintains | Underweight | Get Alert |
| 01/10/2023 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 14.98% | Raimo Lenschow73% | $37 → $32 | Maintains | Overweight | Get Alert |
| 01/10/2023 | ESTC | Buy Now | Elastic | $82.14 | -24.52% | Raimo Lenschow73% | $77 → $62 | Maintains | Overweight | Get Alert |
| 01/10/2023 | JAMF | Buy Now | Jamf Holding | $9.73 | 136.38% | Raimo Lenschow73% | $26 → $23 | Maintains | Overweight | Get Alert |
| 01/10/2023 | PAYC | Buy Now | Paycom Software | $232.82 | 39.16% | Raimo Lenschow73% | $347 → $324 | Maintains | Equal-Weight | Get Alert |
| 01/10/2023 | SNOW | Buy Now | Snowflake | $211.80 | -20.21% | Raimo Lenschow73% | $180 → $169 | Maintains | Overweight | Get Alert |
| 01/10/2023 | CXM | Buy Now | Sprinklr | $8.05 | 24.22% | Raimo Lenschow73% | $11 → $10 | Maintains | Overweight | Get Alert |
| 01/10/2023 | PATH | Buy Now | UiPath | $12.31 | 5.57% | Raimo Lenschow73% | $15 → $13 | Maintains | Equal-Weight | Get Alert |
| 01/10/2023 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $46 → $36 | Maintains | Overweight | Get Alert |
| 01/10/2023 | MSFT | Buy Now | Microsoft | $480.83 | -41.77% | Raimo Lenschow73% | $296 → $280 | Maintains | Overweight | Get Alert |
| 01/10/2023 | DT | Buy Now | Dynatrace | $55.65 | -29.92% | Raimo Lenschow73% | → $39 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/10/2023 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 104.51% | Raimo Lenschow73% | → $29 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/10/2023 | CFLT | Buy Now | Confluent | $23.96 | 0.17% | Raimo Lenschow73% | → $24 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 12/13/2022 | ORCL | Buy Now | Oracle | $210.70 | -61.56% | Raimo Lenschow73% | → $81 | Maintains | Equal-Weight | Get Alert |
| 12/08/2022 | DSGX | Buy Now | Descartes Systems Gr | $98.97 | -41.39% | Raimo Lenschow73% | $60 → $58 | Maintains | Underweight | Get Alert |
| 12/07/2022 | MDB | Buy Now | MongoDB | $204.00 | 17.65% | Raimo Lenschow73% | $233 → $240 | Maintains | Overweight | Get Alert |
| 12/07/2022 | BASE | Buy Now | Couchbase | $19.50 | -7.69% | Raimo Lenschow73% | $17 → $18 | Maintains | Overweight | Get Alert |
| 12/05/2022 | ORCL | Buy Now | Oracle | $210.70 | -61.56% | Raimo Lenschow73% | $70 → $81 | Maintains | Equal-Weight | Get Alert |
| 12/01/2022 | CRM | Buy Now | Salesforce | $259.00 | -30.5% | Raimo Lenschow73% | $193 → $180 | Maintains | Overweight | Get Alert |
| 12/01/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $100 → $110 | Maintains | Overweight | Get Alert |
| 11/30/2022 | INTU | Buy Now | Intuit | $755.50 | -38.45% | Raimo Lenschow73% | $490 → $465 | Maintains | Overweight | Get Alert |
| 11/30/2022 | WDAY | Buy Now | Workday | $236.92 | -14.32% | Raimo Lenschow73% | $198 → $203 | Maintains | Overweight | Get Alert |
| 11/21/2022 | SAP | Buy Now | SAP | $289.81 | -53.07% | Raimo Lenschow73% | $106 → $136 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 11/18/2022 | BASE | Buy Now | Couchbase | $19.50 | -12.82% | Raimo Lenschow73% | $20 → $17 | Maintains | Overweight | Get Alert |
| 11/18/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $59 → $53 | Maintains | Equal-Weight | Get Alert |
| 11/18/2022 | ESTC | Buy Now | Elastic | $82.14 | -2.6% | Raimo Lenschow73% | $85 → $80 | Maintains | Overweight | Get Alert |
| 11/18/2022 | INTU | Buy Now | Intuit | $755.50 | -35.14% | Raimo Lenschow73% | $502 → $490 | Maintains | Overweight | Get Alert |
| 11/18/2022 | MDB | Buy Now | MongoDB | $204.00 | 14.22% | Raimo Lenschow73% | $300 → $233 | Maintains | Overweight | Get Alert |
| 11/18/2022 | CRM | Buy Now | Salesforce | $259.00 | -25.48% | Raimo Lenschow73% | $202 → $193 | Maintains | Overweight | Get Alert |
| 11/18/2022 | SNOW | Buy Now | Snowflake | $211.80 | -5.57% | Raimo Lenschow73% | $207 → $200 | Maintains | Overweight | Get Alert |
| 11/18/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $105 → $100 | Maintains | Overweight | Get Alert |
| 11/18/2022 | CXM | Buy Now | Sprinklr | $8.05 | 36.65% | Raimo Lenschow73% | $12 → $11 | Maintains | Overweight | Get Alert |
| 11/18/2022 | WDAY | Buy Now | Workday | $236.92 | -16.43% | Raimo Lenschow73% | $208 → $198 | Maintains | Overweight | Get Alert |
| 11/18/2022 | IAS | Buy Now | Integral Ad Science | $8.21 | 21.8% | Raimo Lenschow73% | $8 → $10 | Maintains | Equal-Weight | Get Alert |
| 11/17/2022 | SMWB | Buy Now | Similarweb | $7.25 | 10.34% | Raimo Lenschow73% | $14 → $8 | Maintains | Overweight | Get Alert |
| 11/08/2022 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 32.95% | Raimo Lenschow73% | $45 → $37 | Maintains | Overweight | Get Alert |
| 11/04/2022 | SPT | Buy Now | Sprout Social | $20.07 | 213.9% | Raimo Lenschow73% | $70 → $63 | Maintains | Overweight | Get Alert |
| 11/04/2022 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 78.57% | Raimo Lenschow73% | $27 → $20 | Maintains | Overweight | Get Alert |
| 11/03/2022 | CFLT | Buy Now | Confluent | $23.96 | 12.69% | Raimo Lenschow73% | $30 → $27 | Maintains | Equal-Weight | Get Alert |
| 11/02/2022 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $54 → $46 | Maintains | Overweight | Get Alert |
| 10/31/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $54 → $64 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 10/26/2022 | MSFT | Buy Now | Microsoft | $480.83 | -38.44% | Raimo Lenschow73% | $310 → $296 | Maintains | Overweight | Get Alert |
| 10/18/2022 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $50 → $54 | Maintains | Overweight | Get Alert |
| 10/18/2022 | TDC | Buy Now | Teradata | $21.99 | 50.07% | Raimo Lenschow73% | $36 → $33 | Maintains | Underweight | Get Alert |
| 10/18/2022 | CXM | Buy Now | Sprinklr | $8.05 | 49.07% | Raimo Lenschow73% | $15 → $12 | Maintains | Overweight | Get Alert |
| 10/18/2022 | SPT | Buy Now | Sprout Social | $20.07 | 248.78% | Raimo Lenschow73% | $66 → $70 | Maintains | Overweight | Get Alert |
| 10/18/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $140 → $105 | Maintains | Overweight | Get Alert |
| 10/18/2022 | NOW | Buy Now | ServiceNow | $982.48 | -49.01% | Raimo Lenschow73% | $495 → $501 | Maintains | Overweight | Get Alert |
| 10/18/2022 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow73% | $16 → $11 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | PAYC | Buy Now | Paycom Software | $232.82 | 47.32% | Raimo Lenschow73% | $339 → $343 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | ORCL | Buy Now | Oracle | $210.70 | -66.78% | Raimo Lenschow73% | $82 → $70 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | MDB | Buy Now | MongoDB | $204.00 | 47.06% | Raimo Lenschow73% | $360 → $300 | Maintains | Overweight | Get Alert |
| 10/18/2022 | INTU | Buy Now | Intuit | $755.50 | -33.55% | Raimo Lenschow73% | $585 → $502 | Maintains | Overweight | Get Alert |
| 10/18/2022 | IAS | Buy Now | Integral Ad Science | $8.21 | -2.56% | Raimo Lenschow73% | $10 → $8 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | ESTC | Buy Now | Elastic | $82.14 | 3.48% | Raimo Lenschow73% | $105 → $85 | Maintains | Overweight | Get Alert |
| 10/18/2022 | DT | Buy Now | Dynatrace | $55.65 | -19.14% | Raimo Lenschow73% | $50 → $45 | Maintains | Overweight | Get Alert |
| 10/18/2022 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 83.36% | Raimo Lenschow73% | $27 → $26 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 61.7% | Raimo Lenschow73% | $55 → $45 | Maintains | Overweight | Get Alert |
| 10/18/2022 | DDOG | Buy Now | Datadog | $130.04 | -15.41% | Raimo Lenschow73% | $130 → $110 | Maintains | Overweight | Get Alert |
| 10/18/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $71 → $59 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | BASE | Buy Now | Couchbase | $19.50 | 2.56% | Raimo Lenschow73% | $22 → $20 | Maintains | Overweight | Get Alert |
| 10/18/2022 | CFLT | Buy Now | Confluent | $23.96 | 25.21% | Raimo Lenschow73% | $32 → $30 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $52 → $54 | Maintains | Underweight | Get Alert |
| 10/18/2022 | BIGC | Buy Now | BigCommerce Holdings | $4.95 | 263.64% | Raimo Lenschow73% | $20 → $18 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | APPN | Buy Now | Appian | $30.12 | 6.24% | Raimo Lenschow73% | $37 → $32 | Maintains | Underweight | Get Alert |
| 10/18/2022 | DSGX | Buy Now | Descartes Systems Gr | $98.97 | -39.37% | Raimo Lenschow73% | $72 → $60 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 10/18/2022 | MSFT | Buy Now | Microsoft | $480.83 | -35.53% | Raimo Lenschow73% | $335 → $310 | Maintains | Overweight | Get Alert |
| 10/18/2022 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow73% | $15 → $9 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 10/18/2022 | JAMF | Buy Now | Jamf Holding | $9.73 | 187.77% | Raimo Lenschow73% | $26 → $28 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 10/18/2022 | PEGA | Buy Now | Pegasystems | $101.10 | -75.27% | Raimo Lenschow73% | $50 → $25 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 10/18/2022 | PATH | Buy Now | UiPath | $12.31 | 21.81% | Raimo Lenschow73% | $17 → $15 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 09/28/2022 | PATH | Buy Now | UiPath | $12.31 | 38.05% | Raimo Lenschow73% | $18 → $17 | Maintains | Overweight | Get Alert |
| 09/08/2022 | BASE | Buy Now | Couchbase | $19.50 | 12.82% | Raimo Lenschow73% | $23 → $22 | Maintains | Overweight | Get Alert |
| 09/07/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $85 → $71 | Maintains | Equal-Weight | Get Alert |
| 09/01/2022 | MDB | Buy Now | MongoDB | $204.00 | 76.47% | Raimo Lenschow73% | $438 → $360 | Maintains | Overweight | Get Alert |
| 08/25/2022 | SNOW | Buy Now | Snowflake | $211.80 | -2.27% | Raimo Lenschow73% | $210 → $207 | Maintains | Overweight | Get Alert |
| 08/25/2022 | CRM | Buy Now | Salesforce | $259.00 | -22.01% | Raimo Lenschow73% | $218 → $202 | Maintains | Overweight | Get Alert |
| 08/24/2022 | INTU | Buy Now | Intuit | $755.50 | -22.57% | Raimo Lenschow73% | $580 → $585 | Maintains | Overweight | Get Alert |
| 08/16/2022 | MDB | Buy Now | MongoDB | $204.00 | 114.71% | Raimo Lenschow73% | $338 → $438 | Maintains | Overweight | Get Alert |
| 08/16/2022 | SKIL | Buy Now | Skillsoft | $16.62 | -57.88% | Raimo Lenschow73% | $8 → $7 | Maintains | Overweight | Get Alert |
| 08/16/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $125 → $140 | Maintains | Overweight | Get Alert |
| 08/16/2022 | INTU | Buy Now | Intuit | $755.50 | -23.23% | Raimo Lenschow73% | $480 → $580 | Maintains | Overweight | Get Alert |
| 08/16/2022 | ESTC | Buy Now | Elastic | $82.14 | 27.83% | Raimo Lenschow73% | $90 → $105 | Maintains | Overweight | Get Alert |
| 08/16/2022 | DSGX | Buy Now | Descartes Systems Gr | $98.97 | -27.25% | Raimo Lenschow73% | $62 → $72 | Maintains | Overweight | Get Alert |
| 08/16/2022 | BASE | Buy Now | Couchbase | $19.50 | 17.95% | Raimo Lenschow73% | $19 → $23 | Maintains | Overweight | Get Alert |
| 08/16/2022 | SNOW | Buy Now | Snowflake | $211.80 | -0.85% | Raimo Lenschow73% | $158 → $210 | Maintains | Overweight | Get Alert |
| 08/08/2022 | BIGC | Buy Now | BigCommerce Holdings | $4.95 | 304.04% | Raimo Lenschow73% | $21 → $20 | Maintains | Equal-Weight | Get Alert |
| 08/05/2022 | DDOG | Buy Now | Datadog | $130.04 | -0.03% | Raimo Lenschow73% | $150 → $130 | Maintains | Overweight | Get Alert |
| 08/04/2022 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 90.41% | Raimo Lenschow73% | $21 → $27 | Maintains | Equal-Weight | Get Alert |
| 08/04/2022 | CFLT | Buy Now | Confluent | $23.96 | 33.56% | Raimo Lenschow73% | $28 → $32 | Maintains | Equal-Weight | Get Alert |
| 07/28/2022 | NOW | Buy Now | ServiceNow | $982.48 | -49.62% | Raimo Lenschow73% | $560 → $495 | Maintains | Overweight | Get Alert |
| 07/26/2022 | FRSH | Buy Now | Freshworks | $14.88 | 0.78% | Raimo Lenschow73% | $18 → $15 | Maintains | Equal-Weight | Get Alert |
| 07/22/2022 | SAP | Buy Now | SAP | $289.81 | -63.42% | Raimo Lenschow73% | $108 → $106 | Maintains | Equal-Weight | Get Alert |
| 07/20/2022 | ESTC | Buy Now | Elastic | $82.14 | 9.57% | Raimo Lenschow73% | $80 → $90 | Maintains | Overweight | Get Alert |
| 07/18/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $59 → $52 | Maintains | Underweight | Get Alert |
| 07/18/2022 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $64 → $50 | Maintains | Overweight | Get Alert |
| 07/18/2022 | TDC | Buy Now | Teradata | $21.99 | 63.71% | Raimo Lenschow73% | $42 → $36 | Maintains | Underweight | Get Alert |
| 07/18/2022 | NOW | Buy Now | ServiceNow | $982.48 | -43% | Raimo Lenschow73% | $613 → $560 | Maintains | Overweight | Get Alert |
| 07/18/2022 | PEGA | Buy Now | Pegasystems | $101.10 | -50.54% | Raimo Lenschow73% | $80 → $50 | Maintains | Equal-Weight | Get Alert |
| 07/18/2022 | PAYC | Buy Now | Paycom Software | $232.82 | 32.29% | Raimo Lenschow73% | $334 → $308 | Maintains | Equal-Weight | Get Alert |
| 07/18/2022 | CFLT | Buy Now | Confluent | $23.96 | 16.86% | Raimo Lenschow73% | $30 → $28 | Maintains | Equal-Weight | Get Alert |
| 07/18/2022 | BIGC | Buy Now | BigCommerce Holdings | $4.95 | 324.24% | Raimo Lenschow73% | $22 → $21 | Maintains | Equal-Weight | Get Alert |
| 07/18/2022 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow73% | $30 → $16 | Maintains | Equal-Weight | Get Alert |
| 07/06/2022 | SAP | Buy Now | SAP | $289.81 | -62.73% | Raimo Lenschow73% | $142 → $108 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 06/15/2022 | CXM | Buy Now | Sprinklr | $8.05 | 86.34% | Raimo Lenschow73% | $14 → $15 | Maintains | Overweight | Get Alert |
| 06/10/2022 | MSFT | Buy Now | Microsoft | $480.83 | -30.33% | Raimo Lenschow73% | $363 → $335 | Maintains | Overweight | Get Alert |
| 06/08/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $90 → $85 | Maintains | Equal-Weight | Get Alert |
| 06/07/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $90 → $85 | Maintains | Equal-Weight | Get Alert |
| 06/03/2022 | DSGX | Buy Now | Descartes Systems Gr | $98.97 | -37.35% | Raimo Lenschow73% | $61 → $62 | Maintains | Equal-Weight | Get Alert |
| 06/02/2022 | MDB | Buy Now | MongoDB | $204.00 | 65.69% | Raimo Lenschow73% | $330 → $338 | Maintains | Overweight | Get Alert |
| 06/01/2022 | CRM | Buy Now | Salesforce | $259.00 | -15.83% | Raimo Lenschow73% | $208 → $218 | Maintains | Overweight | Get Alert |
| 05/27/2022 | WDAY | Buy Now | Workday | $236.92 | -12.21% | Raimo Lenschow73% | $238 → $208 | Maintains | Overweight | Get Alert |
| 05/26/2022 | SNOW | Buy Now | Snowflake | $211.80 | -25.4% | Raimo Lenschow73% | $218 → $158 | Maintains | Overweight | Get Alert |
| 05/25/2022 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow73% | $23 → $15 | Maintains | Overweight | Get Alert |
| 05/20/2022 | WDAY | Buy Now | Workday | $236.92 | 0.46% | Raimo Lenschow73% | $319 → $238 | Maintains | Overweight | Get Alert |
| 05/20/2022 | PATH | Buy Now | UiPath | $12.31 | 103.02% | Raimo Lenschow73% | $36 → $25 | Maintains | Overweight | Get Alert |
| 05/20/2022 | CXM | Buy Now | Sprinklr | $8.05 | 73.91% | Raimo Lenschow73% | $19 → $14 | Maintains | Overweight | Get Alert |
| 05/20/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $157 → $135 | Maintains | Overweight | Get Alert |
| 05/20/2022 | SNOW | Buy Now | Snowflake | $211.80 | 2.93% | Raimo Lenschow73% | $313 → $218 | Maintains | Overweight | Get Alert |
| 05/20/2022 | CRM | Buy Now | Salesforce | $259.00 | -19.69% | Raimo Lenschow73% | $275 → $208 | Maintains | Overweight | Get Alert |
| 05/20/2022 | MDB | Buy Now | MongoDB | $204.00 | 61.76% | Raimo Lenschow73% | $410 → $330 | Maintains | Overweight | Get Alert |
| 05/20/2022 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 176.79% | Raimo Lenschow73% | $42 → $31 | Maintains | Overweight | Get Alert |
| 05/20/2022 | INTU | Buy Now | Intuit | $755.50 | -36.47% | Raimo Lenschow73% | $585 → $480 | Maintains | Overweight | Get Alert |
| 05/20/2022 | ESTC | Buy Now | Elastic | $82.14 | -2.6% | Raimo Lenschow73% | $135 → $80 | Maintains | Overweight | Get Alert |
| 05/20/2022 | DSGX | Buy Now | Descartes Systems Gr | $98.97 | -38.36% | Raimo Lenschow73% | $78 → $61 | Maintains | Equal-Weight | Get Alert |
| 05/19/2022 | DT | Buy Now | Dynatrace | $55.65 | -19.14% | Raimo Lenschow73% | $55 → $45 | Maintains | Overweight | Get Alert |
| 05/12/2022 | IAS | Buy Now | Integral Ad Science | $8.21 | 46.16% | Raimo Lenschow73% | $17 → $12 | Maintains | Equal-Weight | Get Alert |
| 05/11/2022 | JAMF | Buy Now | Jamf Holding | $9.73 | 167.21% | Raimo Lenschow73% | $37 → $26 | Maintains | Equal-Weight | Get Alert |
| 05/05/2022 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 97.63% | Raimo Lenschow73% | $70 → $55 | Maintains | Overweight | Get Alert |
| 05/04/2022 | SPT | Buy Now | Sprout Social | $20.07 | 293.62% | Raimo Lenschow73% | $91 → $79 | Maintains | Overweight | Get Alert |
| 05/03/2022 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $68 → $64 | Maintains | Overweight | Get Alert |
| 05/03/2022 | BIGC | Buy Now | BigCommerce Holdings | $4.95 | 344.44% | Raimo Lenschow73% | $26 → $22 | Maintains | Equal-Weight | Get Alert |
| 04/28/2022 | NOW | Buy Now | ServiceNow | $982.48 | -37.61% | Raimo Lenschow73% | $652 → $613 | Maintains | Overweight | Get Alert |
| 04/22/2022 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow73% | $32 → $30 | Maintains | Equal-Weight | Get Alert |
| 04/19/2022 | PEGA | Buy Now | Pegasystems | $101.10 | -20.87% | Raimo Lenschow73% | $110 → $80 | Maintains | Equal-Weight | Get Alert |
| 04/19/2022 | PAYC | Buy Now | Paycom Software | $232.82 | 40.88% | Raimo Lenschow73% | $380 → $328 | Maintains | Equal-Weight | Get Alert |
| 04/19/2022 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 275% | Raimo Lenschow73% | $50 → $42 | Maintains | Overweight | Get Alert |
| 04/19/2022 | IAS | Buy Now | Integral Ad Science | $8.21 | 107.06% | Raimo Lenschow73% | $20 → $17 | Maintains | Equal-Weight | Get Alert |
| 04/19/2022 | DDOG | Buy Now | Datadog | $130.04 | 46.11% | Raimo Lenschow73% | $210 → $190 | Maintains | Overweight | Get Alert |
| 04/19/2022 | CFLT | Buy Now | Confluent | $23.96 | 83.64% | Raimo Lenschow73% | $71 → $44 | Maintains | Equal-Weight | Get Alert |
| 04/19/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $83 → $60 | Maintains | Underweight | Get Alert |
| 04/19/2022 | APPN | Buy Now | Appian | $30.12 | 39.44% | Raimo Lenschow73% | $47 → $42 | Maintains | Underweight | Get Alert |
| 04/01/2022 | BRZE | Buy Now | Braze | $26.83 | 179.54% | Raimo Lenschow73% | $95 → $75 | Maintains | Overweight | Get Alert |
| 03/10/2022 | BASE | Buy Now | Couchbase | $19.50 | 33.33% | Raimo Lenschow73% | $30 → $26 | Maintains | Overweight | Get Alert |
| 03/09/2022 | MDB | Buy Now | MongoDB | $204.00 | 100.98% | Raimo Lenschow73% | $556 → $410 | Maintains | Overweight | Get Alert |
| 03/09/2022 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 97.46% | Raimo Lenschow73% | $31 → $28 | Maintains | Equal-Weight | Get Alert |
| 03/03/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $160 → $157 | Maintains | Overweight | Get Alert |
| 03/03/2022 | DSGX | Buy Now | Descartes Systems Gr | $98.97 | -21.18% | Raimo Lenschow73% | $80 → $78 | Maintains | Equal-Weight | Get Alert |
| 03/03/2022 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow73% | $58 → $59 | Maintains | Overweight | Get Alert |
| 03/03/2022 | SNOW | Buy Now | Snowflake | $211.80 | 47.78% | Raimo Lenschow73% | $367 → $313 | Maintains | Overweight | Get Alert |
| 03/01/2022 | WDAY | Buy Now | Workday | $236.92 | 34.64% | Raimo Lenschow73% | $318 → $319 | Maintains | Overweight | Get Alert |
| 02/25/2022 | INTU | Buy Now | Intuit | $755.50 | -22.57% | Raimo Lenschow73% | → $585 | Maintains | Overweight | Get Alert |
| 02/23/2022 | SPT | Buy Now | Sprout Social | $20.07 | 263.73% | Raimo Lenschow73% | $92 → $73 | Maintains | Overweight | Get Alert |
| 02/23/2022 | SMWB | Buy Now | Similarweb | $7.25 | 203.45% | Raimo Lenschow73% | → $22 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 02/22/2022 | INTU | Buy Now | Intuit | $755.50 | -17.27% | Raimo Lenschow73% | $715 → $625 | Maintains | Overweight | Get Alert |
| 02/10/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $92 → $83 | Maintains | Underweight | Get Alert |
| 02/04/2022 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 346.43% | Raimo Lenschow73% | $57 → $50 | Maintains | Overweight | Get Alert |
| 01/27/2022 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow73% | $34 → $32 | Maintains | Equal-Weight | Get Alert |
| 01/27/2022 | NOW | Buy Now | ServiceNow | $982.48 | -33.64% | Raimo Lenschow73% | $680 → $652 | Maintains | Overweight | Get Alert |
| 01/12/2022 | JAMF | Buy Now | Jamf Holding | $9.73 | 280.27% | Raimo Lenschow73% | $46 → $37 | Maintains | Equal-Weight | Get Alert |
| 01/12/2022 | WDAY | Buy Now | Workday | $236.92 | 34.22% | Raimo Lenschow73% | $345 → $318 | Maintains | Overweight | Get Alert |
| 01/12/2022 | INTU | Buy Now | Intuit | $755.50 | -5.36% | Raimo Lenschow73% | $802 → $715 | Maintains | Overweight | Get Alert |
| 01/12/2022 | DDOG | Buy Now | Datadog | $130.04 | 46.11% | Raimo Lenschow73% | $225 → $190 | Maintains | Overweight | Get Alert |
| 01/12/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $186 → $158 | Maintains | Equal-Weight | Get Alert |
| 01/12/2022 | BASE | Buy Now | Couchbase | $19.50 | 53.85% | Raimo Lenschow73% | $41 → $30 | Maintains | Overweight | Get Alert |
| 01/12/2022 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow73% | $88 → $80 | Maintains | Underweight | Get Alert |
| 01/12/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $115 → $92 | Maintains | Underweight | Get Alert |
| 01/12/2022 | BIGC | Buy Now | BigCommerce Holdings | $4.95 | 627.27% | Raimo Lenschow73% | $67 → $36 | Maintains | Equal-Weight | Get Alert |
| 01/12/2022 | APPN | Buy Now | Appian | $30.12 | 56.04% | Raimo Lenschow73% | $90 → $47 | Maintains | Underweight | Get Alert |
| 01/12/2022 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow73% | $68 → $58 | Maintains | Overweight | Get Alert |
| 01/12/2022 | SNOW | Buy Now | Snowflake | $211.80 | — | Raimo Lenschow73% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 12/14/2021 | BRZE | Buy Now | Braze | $26.83 | 254.08% | Raimo Lenschow73% | → $95 | Initiates | → Overweight | Get Alert |
| 12/10/2021 | CXM | Buy Now | Sprinklr | $8.05 | 185.71% | Raimo Lenschow73% | $27 → $23 | Maintains | Overweight | Get Alert |
| 12/10/2021 | ORCL | Buy Now | Oracle | $210.70 | -56.81% | Raimo Lenschow73% | $87 → $91 | Maintains | Equal-Weight | Get Alert |
| 12/09/2021 | PATH | Buy Now | UiPath | $12.31 | 395.37% | Raimo Lenschow73% | $71 → $61 | Maintains | Overweight | Get Alert |
| 12/08/2021 | BASE | Buy Now | Couchbase | $19.50 | 110.26% | Raimo Lenschow73% | $52 → $41 | Maintains | Overweight | Get Alert |
| 12/07/2021 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $280 → $186 | Maintains | Equal-Weight | Get Alert |
| 12/02/2021 | SNOW | Buy Now | Snowflake | $211.80 | 85.55% | Raimo Lenschow73% | $360 → $393 | Maintains | Equal-Weight | Get Alert |
| 12/02/2021 | DSGX | Buy Now | Descartes Systems Gr | $98.97 | -9.06% | Raimo Lenschow73% | $89 → $90 | Maintains | Equal-Weight | Get Alert |
| 11/24/2021 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow73% | $84 → $68 | Maintains | Overweight | Get Alert |
| 11/24/2021 | VMW | Buy Now | VMware | — | — | Raimo Lenschow73% | $163 → $140 | Maintains | Overweight | Get Alert |
| 11/19/2021 | WDAY | Buy Now | Workday | $236.92 | 45.62% | Raimo Lenschow73% | $340 → $345 | Maintains | Overweight | Get Alert |
| 11/19/2021 | INTU | Buy Now | Intuit | $755.50 | 6.15% | Raimo Lenschow73% | $710 → $802 | Maintains | Overweight | Get Alert |
| 11/11/2021 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow73% | $42 → $36 | Maintains | Overweight | Get Alert |
| 11/08/2021 | DDOG | Buy Now | Datadog | $130.04 | 73.03% | Raimo Lenschow73% | $180 → $225 | Maintains | Overweight | Get Alert |
| 11/08/2021 | BIGC | Buy Now | BigCommerce Holdings | $4.95 | 1253.54% | Raimo Lenschow73% | $66 → $67 | Maintains | Equal-Weight | Get Alert |
| 11/05/2021 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 998.21% | Raimo Lenschow73% | $137 → $123 | Maintains | Overweight | Get Alert |
| 11/05/2021 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 331.19% | Raimo Lenschow73% | $95 → $120 | Maintains | Overweight | Get Alert |
| 11/05/2021 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow73% | $95 → $88 | Maintains | Underweight | Get Alert |
| 11/04/2021 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $106 → $115 | Maintains | Underweight | Get Alert |
| 11/03/2021 | FRSH | Buy Now | Freshworks | $14.88 | 202.35% | Raimo Lenschow73% | $44 → $45 | Maintains | Equal-Weight | Get Alert |
| 11/02/2021 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $83 → $86 | Maintains | Overweight | Get Alert |
| 10/28/2021 | NOW | Buy Now | ServiceNow | $982.48 | -19.49% | Raimo Lenschow73% | $784 → $791 | Maintains | Overweight | Get Alert |
| 10/28/2021 | PEGA | Buy Now | Pegasystems | $101.10 | 38.48% | Raimo Lenschow73% | $145 → $140 | Maintains | Equal-Weight | Get Alert |
| 10/27/2021 | MSFT | Buy Now | Microsoft | $480.83 | -24.51% | Raimo Lenschow73% | $345 → $363 | Maintains | Overweight | Get Alert |
| 10/21/2021 | FIVN | Buy Now | Five9 | $27.45 | 683.24% | Raimo Lenschow73% | $206 → $215 | Maintains | Overweight | Get Alert |
| 10/18/2021 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 160.93% | Raimo Lenschow73% | $42 → $37 | Maintains | Equal-Weight | Get Alert |
| 10/18/2021 | CFLT | Buy Now | Confluent | $23.96 | 183.81% | Raimo Lenschow73% | $62 → $68 | Maintains | Equal-Weight | Get Alert |
| 10/18/2021 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $105 → $106 | Maintains | Underweight | Get Alert |
| 10/18/2021 | FRSH | Buy Now | Freshworks | $14.88 | 195.63% | Raimo Lenschow73% | → $44 | Initiates | → Equal-Weight | Get Alert |
| 10/01/2021 | FIVN | Buy Now | Five9 | $27.45 | 650.46% | Raimo Lenschow73% | → $206 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/17/2021 | JAMF | Buy Now | Jamf Holding | $9.73 | 362.49% | Raimo Lenschow73% | $38 → $45 | Maintains | Equal-Weight | Get Alert |
| 09/17/2021 | INTU | Buy Now | Intuit | $755.50 | -8.01% | Raimo Lenschow73% | $670 → $695 | Maintains | Overweight | Get Alert |
| 09/17/2021 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 1239.29% | Raimo Lenschow73% | $118 → $150 | Maintains | Overweight | Get Alert |
| 09/17/2021 | WDAY | Buy Now | Workday | $236.92 | 43.51% | Raimo Lenschow73% | $309 → $340 | Maintains | Overweight | Get Alert |
| 09/17/2021 | SPT | Buy Now | Sprout Social | $20.07 | 687.24% | Raimo Lenschow73% | $112 → $158 | Maintains | Overweight | Get Alert |
| 09/17/2021 | NOW | Buy Now | ServiceNow | $982.48 | -20.2% | Raimo Lenschow73% | $667 → $784 | Maintains | Overweight | Get Alert |
| 09/17/2021 | CRM | Buy Now | Salesforce | $259.00 | 27.41% | Raimo Lenschow73% | $320 → $330 | Maintains | Overweight | Get Alert |
| 09/17/2021 | MDB | Buy Now | MongoDB | $204.00 | 189.22% | Raimo Lenschow73% | $505 → $590 | Maintains | Overweight | Get Alert |
| 09/17/2021 | MSFT | Buy Now | Microsoft | $480.83 | -28.25% | Raimo Lenschow73% | $330 → $345 | Maintains | Overweight | Get Alert |
| 09/17/2021 | LPSN | Buy Now | LivePerson | $0.74 | 10710.81% | Raimo Lenschow73% | $76 → $80 | Maintains | Overweight | Get Alert |
| 09/17/2021 | DT | Buy Now | Dynatrace | $55.65 | 52.74% | Raimo Lenschow73% | $75 → $85 | Maintains | Overweight | Get Alert |
| 09/17/2021 | DDOG | Buy Now | Datadog | $130.04 | 38.42% | Raimo Lenschow73% | $156 → $180 | Maintains | Overweight | Get Alert |
| 09/17/2021 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 241.36% | Raimo Lenschow73% | $66 → $95 | Maintains | Overweight | Get Alert |
| 09/17/2021 | ESTC | Buy Now | Elastic | $82.14 | 143.49% | Raimo Lenschow73% | $185 → $200 | Maintains | Overweight | Get Alert |
| 09/17/2021 | APPN | Buy Now | Appian | $30.12 | 198.8% | Raimo Lenschow73% | $77 → $90 | Maintains | Underweight | Get Alert |
| 09/17/2021 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow73% | $82 → $84 | Maintains | Overweight | Get Alert |
| 09/17/2021 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $66 → $83 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/17/2021 | PATH | Buy Now | UiPath | $12.31 | — | Raimo Lenschow73% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/09/2021 | DSGX | Buy Now | Descartes Systems Gr | $98.97 | -16.13% | Raimo Lenschow73% | $71 → $83 | Maintains | Equal-Weight | Get Alert |
| 09/09/2021 | BASE | Buy Now | Couchbase | $19.50 | 176.92% | Raimo Lenschow73% | $42 → $54 | Maintains | Overweight | Get Alert |
| 09/08/2021 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $250 → $275 | Maintains | Equal-Weight | Get Alert |
| 09/08/2021 | PATH | Buy Now | UiPath | $12.31 | 468.46% | Raimo Lenschow73% | $73 → $70 | Maintains | Equal-Weight | Get Alert |
| 09/03/2021 | MDB | Buy Now | MongoDB | $204.00 | 147.55% | Raimo Lenschow73% | $420 → $505 | Maintains | Overweight | Get Alert |
| 09/02/2021 | ORCL | Buy Now | Oracle | $210.70 | -59.66% | Raimo Lenschow73% | $83 → $85 | Maintains | Equal-Weight | Get Alert |
| 09/01/2021 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow73% | $70 → $82 | Maintains | Overweight | Get Alert |
| 08/27/2021 | WDAY | Buy Now | Workday | $236.92 | 30.42% | Raimo Lenschow73% | $282 → $309 | Maintains | Equal-Weight | Get Alert |
| 08/26/2021 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $170 → $184 | Maintains | Overweight | Get Alert |
| 08/26/2021 | SNOW | Buy Now | Snowflake | $211.80 | 39.28% | Raimo Lenschow73% | $270 → $295 | Maintains | Equal-Weight | Get Alert |
| 08/26/2021 | CRM | Buy Now | Salesforce | $259.00 | 23.55% | Raimo Lenschow73% | $291 → $320 | Maintains | Overweight | Get Alert |
| 08/26/2021 | ESTC | Buy Now | Elastic | $82.14 | 125.23% | Raimo Lenschow73% | $180 → $185 | Maintains | Overweight | Get Alert |
| 08/25/2021 | INTU | Buy Now | Intuit | $755.50 | -11.32% | Raimo Lenschow73% | $645 → $670 | Maintains | Overweight | Get Alert |
| 08/23/2021 | CRM | Buy Now | Salesforce | $259.00 | 12.36% | Raimo Lenschow73% | $285 → $291 | Maintains | Overweight | Get Alert |
| 08/23/2021 | MDB | Buy Now | MongoDB | $204.00 | 105.88% | Raimo Lenschow73% | $390 → $420 | Maintains | Overweight | Get Alert |
| 08/23/2021 | INTU | Buy Now | Intuit | $755.50 | -14.63% | Raimo Lenschow73% | $540 → $645 | Maintains | Overweight | Get Alert |
| 08/23/2021 | DSGX | Buy Now | Descartes Systems Gr | $98.97 | -28.26% | Raimo Lenschow73% | $65 → $71 | Maintains | Equal-Weight | Get Alert |
| 08/16/2021 | BASE | Buy Now | Couchbase | $19.50 | 115.38% | Raimo Lenschow73% | → $42 | Initiates | → Overweight | Get Alert |
| 08/13/2021 | IAS | Buy Now | Integral Ad Science | $8.21 | 167.97% | Raimo Lenschow73% | $21 → $22 | Maintains | Equal-Weight | Get Alert |
| 08/13/2021 | RXT | Buy Now | Rackspace Tech | $1.28 | 1071.88% | Raimo Lenschow73% | $25 → $15 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 08/06/2021 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 953.57% | Raimo Lenschow73% | $92 → $118 | Maintains | Overweight | Get Alert |
| 08/06/2021 | OTEX | Buy Now | Open Text | $28.32 | 101.27% | Raimo Lenschow73% | $56 → $57 | Maintains | Equal-Weight | Get Alert |
| 08/06/2021 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 137.15% | Raimo Lenschow73% | $64 → $66 | Maintains | Overweight | Get Alert |
| 08/06/2021 | DDOG | Buy Now | Datadog | $130.04 | 19.96% | Raimo Lenschow73% | $125 → $156 | Maintains | Overweight | Get Alert |
| 08/06/2021 | CFLT | Buy Now | Confluent | $23.96 | 96.16% | Raimo Lenschow73% | $42 → $47 | Maintains | Equal-Weight | Get Alert |
| 08/06/2021 | BIGC | Buy Now | BigCommerce Holdings | $4.95 | 1354.55% | Raimo Lenschow73% | $66 → $72 | Maintains | Equal-Weight | Get Alert |
| 08/03/2021 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $59 → $66 | Maintains | Equal-Weight | Get Alert |
| 08/03/2021 | SKIL | Buy Now | Skillsoft | $16.62 | -27.8% | Raimo Lenschow73% | → $12 | Initiates | → Overweight | Get Alert |
| 08/03/2021 | WDAY | Buy Now | Workday | $236.92 | 19.03% | Raimo Lenschow73% | $268 → $282 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 08/03/2021 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow73% | $59 → $70 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 07/30/2021 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow73% | — | Downgrade | Overweight → Underweight | Get Alert |
| 07/28/2021 | MSFT | Buy Now | Microsoft | $480.83 | -31.37% | Raimo Lenschow73% | $325 → $330 | Maintains | Overweight | Get Alert |
| 07/27/2021 | SAP | Buy Now | SAP | $289.81 | -43.07% | Raimo Lenschow73% | $162 → $165 | Maintains | Overweight | Get Alert |
| 07/26/2021 | IAS | Buy Now | Integral Ad Science | $8.21 | 155.79% | Raimo Lenschow73% | → $21 | Initiates | → Equal-Weight | Get Alert |
| 07/23/2021 | SPT | Buy Now | Sprout Social | $20.07 | 428.15% | Raimo Lenschow73% | $77 → $106 | Maintains | Overweight | Get Alert |
| 07/23/2021 | MSFT | Buy Now | Microsoft | $480.83 | -32.41% | Raimo Lenschow73% | $288 → $325 | Maintains | Overweight | Get Alert |
| 07/23/2021 | DT | Buy Now | Dynatrace | $55.65 | 32.97% | Raimo Lenschow73% | $60 → $74 | Maintains | Overweight | Get Alert |
| 07/23/2021 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 129.97% | Raimo Lenschow73% | $58 → $64 | Maintains | Overweight | Get Alert |
| 07/23/2021 | DDOG | Buy Now | Datadog | $130.04 | -3.87% | Raimo Lenschow73% | $108 → $125 | Maintains | Overweight | Get Alert |
| 07/23/2021 | BIGC | Buy Now | BigCommerce Holdings | $4.95 | 1233.33% | Raimo Lenschow73% | $53 → $66 | Maintains | Equal-Weight | Get Alert |
| 07/19/2021 | CFLT | Buy Now | Confluent | $23.96 | 75.29% | Raimo Lenschow73% | → $42 | Initiates | → Equal-Weight | Get Alert |
| 07/19/2021 | CXM | Buy Now | Sprinklr | $8.05 | 222.98% | Raimo Lenschow73% | → $26 | Initiates | → Overweight | Get Alert |
| 07/12/2021 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow73% | → $36 | Initiates | → Overweight | Get Alert |
| 07/06/2021 | ZETA | Buy Now | Zeta Global Holdings | $12.68 | -5.36% | Raimo Lenschow73% | → $12 | Initiates | → Overweight | Get Alert |
| 06/30/2021 | AUDC | Buy Now | AudioCodes | $9.49 | 237.2% | Raimo Lenschow73% | $34 → $32 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 06/30/2021 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | → $98 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 06/30/2021 | OTEX | Buy Now | Open Text | $28.32 | 97.74% | Raimo Lenschow73% | → $56 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 06/16/2021 | ORCL | Buy Now | Oracle | $210.70 | -60.61% | Raimo Lenschow73% | $80 → $83 | Maintains | Equal-Weight | Get Alert |
| 06/09/2021 | PATH | Buy Now | UiPath | $12.31 | 492.82% | Raimo Lenschow73% | $71 → $73 | Maintains | Equal-Weight | Get Alert |
| 06/08/2021 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $292 → $250 | Maintains | Equal-Weight | Get Alert |
| 06/07/2021 | SMWB | Buy Now | Similarweb | $7.25 | 231.03% | Raimo Lenschow73% | → $24 | Initiates | → Equal-Weight | Get Alert |
| 06/03/2021 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $206 → $170 | Maintains | Overweight | Get Alert |
| 06/03/2021 | ESTC | Buy Now | Elastic | $82.14 | 119.14% | Raimo Lenschow73% | $200 → $180 | Maintains | Overweight | Get Alert |
| 06/03/2021 | DSGX | Buy Now | Descartes Systems Gr | $98.97 | -34.32% | Raimo Lenschow73% | $63 → $65 | Maintains | Equal-Weight | Get Alert |
| 05/28/2021 | CRM | Buy Now | Salesforce | $259.00 | 10.04% | Raimo Lenschow73% | $276 → $285 | Maintains | Overweight | Get Alert |
| 05/28/2021 | VMW | Buy Now | VMware | — | — | Raimo Lenschow73% | $180 → $190 | Maintains | Overweight | Get Alert |
| 05/26/2021 | INTU | Buy Now | Intuit | $755.50 | -28.52% | Raimo Lenschow73% | $482 → $540 | Maintains | Overweight | Get Alert |
| 05/17/2021 | DV | Buy Now | DoubleVerify Hldgs | $14.18 | 153.88% | Raimo Lenschow73% | → $36 | Initiates | → Equal-Weight | Get Alert |
| 05/17/2021 | PATH | Buy Now | UiPath | $12.31 | 476.58% | Raimo Lenschow73% | → $71 | Initiates | → Equal-Weight | Get Alert |
| 05/10/2021 | ORCL | Buy Now | Oracle | $210.70 | -62.03% | Raimo Lenschow73% | → $80 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 04/28/2021 | MSFT | Buy Now | Microsoft | $480.83 | -40.1% | Raimo Lenschow73% | $269 → $288 | Maintains | Overweight | Get Alert |
| 04/19/2021 | DOCN | Buy Now | DigitalOcean Holdings | $27.83 | 104.81% | Raimo Lenschow73% | → $57 | Initiates | → Overweight | Get Alert |
| 04/09/2021 | PAYC | Buy Now | Paycom Software | $232.82 | 82.54% | Raimo Lenschow73% | $468 → $425 | Maintains | Equal-Weight | Get Alert |
| 04/09/2021 | DDOG | Buy Now | Datadog | $130.04 | -16.95% | Raimo Lenschow73% | $135 → $108 | Maintains | Overweight | Get Alert |
| 04/09/2021 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $108 → $97 | Maintains | Equal-Weight | Get Alert |
| 03/05/2021 | ORCL | Buy Now | Oracle | $210.70 | -62.03% | Raimo Lenschow73% | $66 → $80 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 03/04/2021 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $220 → $206 | Maintains | Overweight | Get Alert |
| 03/04/2021 | SNOW | Buy Now | Snowflake | $211.80 | 27.48% | Raimo Lenschow73% | $295 → $270 | Maintains | Equal-Weight | Get Alert |
| 02/25/2021 | ESTC | Buy Now | Elastic | $82.14 | 143.49% | Raimo Lenschow73% | $175 → $200 | Maintains | Overweight | Get Alert |
| 02/24/2021 | INTU | Buy Now | Intuit | $755.50 | -36.2% | Raimo Lenschow73% | $480 → $482 | Maintains | Overweight | Get Alert |
| 02/24/2021 | SPT | Buy Now | Sprout Social | $20.07 | 318.54% | Raimo Lenschow73% | $68 → $84 | Maintains | Overweight | Get Alert |
| 02/23/2021 | FIVN | Buy Now | Five9 | $27.45 | 577.6% | Raimo Lenschow73% | $182 → $186 | Maintains | Equal-Weight | Get Alert |
| 02/23/2021 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow73% | → $45 | Initiates | → Equal-Weight | Get Alert |
| 02/19/2021 | WDAY | Buy Now | Workday | $236.92 | 17.34% | Raimo Lenschow73% | $255 → $278 | Maintains | Equal-Weight | Get Alert |
| 02/19/2021 | INTU | Buy Now | Intuit | $755.50 | -36.47% | Raimo Lenschow73% | $455 → $480 | Maintains | Overweight | Get Alert |
| 02/19/2021 | CLDR | Buy Now | Cloudera | — | — | Raimo Lenschow73% | $14 → $19 | Maintains | Equal-Weight | Get Alert |
| 02/19/2021 | APPN | Buy Now | Appian | $30.12 | 175.56% | Raimo Lenschow73% | $76 → $83 | Maintains | Underweight | Get Alert |
| 02/19/2021 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow73% | $71 → $80 | Maintains | Equal-Weight | Get Alert |
| 02/12/2021 | DDOG | Buy Now | Datadog | $130.04 | 3.82% | Raimo Lenschow73% | $115 → $135 | Maintains | Overweight | Get Alert |
| 02/05/2021 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 721.43% | Raimo Lenschow73% | $83 → $92 | Maintains | Overweight | Get Alert |
| 01/28/2021 | NOW | Buy Now | ServiceNow | $982.48 | -33.33% | Raimo Lenschow73% | $650 → $655 | Maintains | Overweight | Get Alert |
| 01/27/2021 | MSFT | Buy Now | Microsoft | $480.83 | -44.06% | Raimo Lenschow73% | $250 → $269 | Maintains | Overweight | Get Alert |
| 01/07/2021 | SAP | Buy Now | SAP | $289.81 | -43.76% | Raimo Lenschow73% | $158 → $163 | Maintains | Overweight | Get Alert |
| 12/01/2020 | APPN | Buy Now | Appian | $30.12 | — | Raimo Lenschow73% | — | Downgrade | Equal-Weight → Underweight | Get Alert |
| 11/30/2020 | WORK | Buy Now | Slack Technologies | — | — | Raimo Lenschow73% | → $36 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 11/13/2020 | JAMF | Buy Now | Jamf Holding | $9.73 | 311.1% | Raimo Lenschow73% | $42 → $40 | Maintains | Equal-Weight | Get Alert |
| 10/28/2020 | MSFT | Buy Now | Microsoft | $480.83 | -48.01% | Raimo Lenschow73% | $249 → $250 | Maintains | Overweight | Get Alert |
| 10/23/2020 | JAMF | Buy Now | Jamf Holding | $9.73 | 311.1% | Raimo Lenschow73% | $41 → $40 | Maintains | Equal-Weight | Get Alert |
| 10/23/2020 | WDAY | Buy Now | Workday | $236.92 | 0.46% | Raimo Lenschow73% | $220 → $238 | Maintains | Equal-Weight | Get Alert |
| 10/23/2020 | CRM | Buy Now | Salesforce | $259.00 | 21.62% | Raimo Lenschow73% | $264 → $315 | Maintains | Overweight | Get Alert |
| 10/23/2020 | MSFT | Buy Now | Microsoft | $480.83 | -48.21% | Raimo Lenschow73% | $234 → $249 | Maintains | Overweight | Get Alert |
| 10/12/2020 | SNOW | Buy Now | Snowflake | $211.80 | 20.87% | Raimo Lenschow73% | → $256 | Initiates | → Equal-Weight | Get Alert |
| 10/09/2020 | SWI | Buy Now | SolarWinds | — | — | Raimo Lenschow73% | $15 → $17 | Maintains | Underweight | Get Alert |
| 10/09/2020 | NOW | Buy Now | ServiceNow | $982.48 | -40.86% | Raimo Lenschow73% | $486 → $581 | Maintains | Overweight | Get Alert |
| 10/09/2020 | PEGA | Buy Now | Pegasystems | $101.10 | 28.59% | Raimo Lenschow73% | $112 → $130 | Maintains | Equal-Weight | Get Alert |
| 10/09/2020 | PAYC | Buy Now | Paycom Software | $232.82 | 50.33% | Raimo Lenschow73% | $277 → $350 | Maintains | Equal-Weight | Get Alert |
| 10/09/2020 | FIVN | Buy Now | Five9 | $27.45 | 391.8% | Raimo Lenschow73% | $121 → $135 | Maintains | Equal-Weight | Get Alert |
| 10/09/2020 | DDOG | Buy Now | Datadog | $130.04 | -3.11% | Raimo Lenschow73% | $107 → $126 | Maintains | Overweight | Get Alert |
| 10/09/2020 | APPN | Buy Now | Appian | $30.12 | 129.08% | Raimo Lenschow73% | $48 → $69 | Maintains | Equal-Weight | Get Alert |
| 10/08/2020 | SPT | Buy Now | Sprout Social | $20.07 | 179.02% | Raimo Lenschow73% | → $56 | Initiates | → Overweight | Get Alert |
| 10/06/2020 | LSPD | Buy Now | Lightspeed Commerce | $11.20 | 257.14% | Raimo Lenschow73% | → $40 | Initiates | → Overweight | Get Alert |
| 09/03/2020 | MDB | Buy Now | MongoDB | $204.00 | 40.69% | Raimo Lenschow73% | $280 → $287 | Maintains | Overweight | Get Alert |
| 09/02/2020 | JAMF | Buy Now | Jamf Holding | $9.73 | 321.38% | Raimo Lenschow73% | $40 → $41 | Maintains | Equal-Weight | Get Alert |
| 08/31/2020 | BIGC | Buy Now | BigCommerce Holdings | $4.95 | 2485.86% | Raimo Lenschow73% | → $128 | Initiates | → Equal-Weight | Get Alert |
| 08/28/2020 | WDAY | Buy Now | Workday | $236.92 | -7.14% | Raimo Lenschow73% | $162 → $220 | Maintains | Equal-Weight | Get Alert |
| 08/26/2020 | AUDC | Buy Now | AudioCodes | $9.49 | 289.88% | Raimo Lenschow73% | → $37 | Initiates | → Equal-Weight | Get Alert |
| 08/17/2020 | JAMF | Buy Now | Jamf Holding | $9.73 | 311.1% | Raimo Lenschow73% | → $40 | Initiates | → Equal-Weight | Get Alert |
| 07/24/2020 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow73% | $180 → $175 | Maintains | Overweight | Get Alert |
| 07/20/2020 | ZI | Buy Now | ZoomInfo Technologies | — | — | Raimo Lenschow73% | $54 → $48 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | TLND | Buy Now | Talend | — | — | Raimo Lenschow73% | $36 → $44 | Maintains | Overweight | Get Alert |
| 07/20/2020 | NOW | Buy Now | ServiceNow | $982.48 | -50.64% | Raimo Lenschow73% | $380 → $485 | Maintains | Overweight | Get Alert |
| 07/20/2020 | SAP | Buy Now | SAP | $289.81 | -37.89% | Raimo Lenschow73% | $130 → $180 | Maintains | Overweight | Get Alert |
| 07/20/2020 | PAYC | Buy Now | Paycom Software | $232.82 | 22.41% | Raimo Lenschow73% | $195 → $285 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | OTEX | Buy Now | Open Text | $28.32 | 76.55% | Raimo Lenschow73% | $44 → $50 | Maintains | Overweight | Get Alert |
| 07/20/2020 | NEWR | Buy Now | New Relic | — | — | Raimo Lenschow73% | $42 → $56 | Maintains | Underweight | Get Alert |
| 07/20/2020 | FIVN | Buy Now | Five9 | $27.45 | 282.51% | Raimo Lenschow73% | $85 → $105 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | DT | Buy Now | Dynatrace | $55.65 | -13.75% | Raimo Lenschow73% | $38 → $48 | Maintains | Overweight | Get Alert |
| 07/20/2020 | DDOG | Buy Now | Datadog | $130.04 | -17.72% | Raimo Lenschow73% | $70 → $107 | Maintains | Overweight | Get Alert |
| 07/20/2020 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $55 → $76 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow73% | $135 → $180 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 07/07/2020 | PEGA | Buy Now | Pegasystems | $101.10 | 10.78% | Raimo Lenschow73% | → $112 | Initiates | → Equal-Weight | Get Alert |
| 05/28/2020 | WDAY | Buy Now | Workday | $236.92 | -31.62% | Raimo Lenschow73% | $143 → $162 | Maintains | Equal-Weight | Get Alert |
| 05/14/2020 | CYBR | Buy Now | CyberArk Software | $388.47 | -71.94% | Raimo Lenschow73% | $98 → $109 | Maintains | Equal-Weight | Get Alert |
| 05/07/2020 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $52 → $55 | Maintains | Equal-Weight | Get Alert |
| 04/29/2020 | PAYC | Buy Now | Paycom Software | $232.82 | -16.24% | Raimo Lenschow73% | $215 → $195 | Maintains | Equal-Weight | Get Alert |
| 02/25/2020 | INTU | Buy Now | Intuit | $755.50 | -60.29% | Raimo Lenschow73% | $295 → $300 | Maintains | Equal-Weight | Get Alert |
| 02/25/2020 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow73% | $71 → $68 | Maintains | Overweight | Get Alert |
| 02/20/2020 | FIVN | Buy Now | Five9 | $27.45 | 187.8% | Raimo Lenschow73% | $71 → $79 | Maintains | Equal-Weight | Get Alert |
| 02/06/2020 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $70 → $67 | Maintains | Equal-Weight | Get Alert |
| 01/10/2020 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow73% | $55 → $71 | Upgrade | Underweight → Overweight | Get Alert |
| 01/10/2020 | NEWR | Buy Now | New Relic | — | — | Raimo Lenschow73% | → $63 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 01/10/2020 | SWI | Buy Now | SolarWinds | — | — | Raimo Lenschow73% | → $17 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 12/20/2019 | NEWR | Buy Now | New Relic | — | — | Raimo Lenschow73% | $65 → $66 | Maintains | Equal-Weight | Get Alert |
| 12/13/2019 | ORCL | Buy Now | Oracle | $210.70 | -71.52% | Raimo Lenschow73% | $61 → $60 | Maintains | Equal-Weight | Get Alert |
| 12/05/2019 | ESTC | Buy Now | Elastic | $82.14 | 18.09% | Raimo Lenschow73% | $105 → $97 | Maintains | Overweight | Get Alert |
| 12/03/2019 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $139 → $141 | Maintains | Equal-Weight | Get Alert |
| 11/22/2019 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $142 → $150 | Maintains | Overweight | Get Alert |
| 11/13/2019 | DDOG | Buy Now | Datadog | $130.04 | -63.86% | Raimo Lenschow73% | $45 → $47 | Maintains | Overweight | Get Alert |
| 11/07/2019 | CYBR | Buy Now | CyberArk Software | $388.47 | -67.57% | Raimo Lenschow73% | $119 → $126 | Maintains | Equal-Weight | Get Alert |
| 11/01/2019 | MSFT | Buy Now | Microsoft | $480.83 | -65.06% | Raimo Lenschow73% | $155 → $168 | Maintains | Overweight | Get Alert |
| 10/25/2019 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow73% | $103 → $105 | Maintains | Equal-Weight | Get Alert |
| 10/25/2019 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow73% | $75 → $70 | Maintains | Underweight | Get Alert |
| 10/24/2019 | NOW | Buy Now | ServiceNow | $982.48 | -66% | Raimo Lenschow73% | $342 → $334 | Maintains | Overweight | Get Alert |
| 10/24/2019 | MSFT | Buy Now | Microsoft | $480.83 | -67.76% | Raimo Lenschow73% | $152 → $155 | Maintains | Overweight | Get Alert |
| 10/14/2019 | DDOG | Buy Now | Datadog | $130.04 | -65.39% | Raimo Lenschow73% | → $45 | Initiates | → Overweight | Get Alert |
| 10/07/2019 | CYBR | Buy Now | CyberArk Software | $388.47 | -69.37% | Raimo Lenschow73% | $140 → $119 | Maintains | Equal-Weight | Get Alert |
| 09/30/2019 | PUMP | Buy Now | ProPetro Holding | $6.64 | 201.2% | Raimo Lenschow73% | $26 → $20 | Maintains | Overweight | Get Alert |
| 09/13/2019 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $158 → $142 | Maintains | Overweight | Get Alert |
| 09/12/2019 | ORCL | Buy Now | Oracle | $210.70 | -72.95% | Raimo Lenschow73% | $59 → $57 | Maintains | Equal-Weight | Get Alert |
| 09/05/2019 | WORK | Buy Now | Slack Technologies | — | — | Raimo Lenschow73% | $45 → $44 | Maintains | Overweight | Get Alert |
| 09/05/2019 | MDB | Buy Now | MongoDB | $204.00 | -12.25% | Raimo Lenschow73% | $178 → $179 | Maintains | Overweight | Get Alert |
| 09/05/2019 | DT | Buy Now | Dynatrace | $55.65 | -44.29% | Raimo Lenschow73% | $30 → $31 | Maintains | Overweight | Get Alert |
| 09/04/2019 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $101 → $139 | Maintains | Equal-Weight | Get Alert |
| 08/29/2019 | ESTC | Buy Now | Elastic | $82.14 | 32.7% | Raimo Lenschow73% | $108 → $109 | Maintains | Overweight | Get Alert |
| 08/28/2019 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow73% | $43 → $54 | Maintains | Equal-Weight | Get Alert |
| 08/26/2019 | NEWR | Buy Now | New Relic | — | — | Raimo Lenschow73% | → $63 | Initiates | → Equal-Weight | Get Alert |
| 08/26/2019 | DT | Buy Now | Dynatrace | $55.65 | -46.09% | Raimo Lenschow73% | → $30 | Initiates | → Overweight | Get Alert |
| 08/23/2019 | VMW | Buy Now | VMware | — | — | Raimo Lenschow73% | $190 → $178 | Maintains | Overweight | Get Alert |
| 08/23/2019 | CRM | Buy Now | Salesforce | $259.00 | -28.96% | Raimo Lenschow73% | $182 → $184 | Maintains | Overweight | Get Alert |
| 08/23/2019 | INTU | Buy Now | Intuit | $755.50 | -63.47% | Raimo Lenschow73% | $245 → $276 | Maintains | Equal-Weight | Get Alert |
| 07/19/2019 | SAP | Buy Now | SAP | $289.81 | -51.69% | Raimo Lenschow73% | $143 → $140 | Maintains | Overweight | Get Alert |
| 07/15/2019 | WORK | Buy Now | Slack Technologies | — | — | Raimo Lenschow73% | → $45 | Initiates | → Overweight | Get Alert |
| 06/20/2019 | ORCL | Buy Now | Oracle | $210.70 | -72% | Raimo Lenschow73% | $55 → $59 | Maintains | Equal-Weight | Get Alert |
| 06/04/2019 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $95 → $101 | Maintains | Equal-Weight | Get Alert |
| 05/17/2019 | VMW | Buy Now | VMware | — | — | Raimo Lenschow73% | $200 → $224 | Maintains | Overweight | Get Alert |
| 05/15/2019 | MDB | Buy Now | MongoDB | $204.00 | -12.75% | Raimo Lenschow73% | $143 → $178 | Maintains | Overweight | Get Alert |
| 05/01/2019 | PAYC | Buy Now | Paycom Software | $232.82 | -20.54% | Raimo Lenschow73% | $175 → $185 | Maintains | Equal-Weight | Get Alert |
| 04/25/2019 | NOW | Buy Now | ServiceNow | $982.48 | -71.5% | Raimo Lenschow73% | $270 → $280 | Maintains | Overweight | Get Alert |
| 04/25/2019 | MSFT | Buy Now | Microsoft | $480.83 | -68.39% | Raimo Lenschow73% | $132 → $152 | Maintains | Overweight | Get Alert |
| 04/12/2019 | CYBR | Buy Now | CyberArk Software | $388.47 | -68.59% | Raimo Lenschow73% | $112 → $122 | Maintains | Equal-Weight | Get Alert |
| 04/12/2019 | NOW | Buy Now | ServiceNow | $982.48 | -72.52% | Raimo Lenschow73% | $235 → $270 | Maintains | Overweight | Get Alert |
| 04/12/2019 | PAYC | Buy Now | Paycom Software | $232.82 | -24.83% | Raimo Lenschow73% | $160 → $175 | Maintains | Equal-Weight | Get Alert |
| 04/12/2019 | MSFT | Buy Now | Microsoft | $480.83 | -72.55% | Raimo Lenschow73% | $120 → $132 | Maintains | Overweight | Get Alert |
| 04/12/2019 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow73% | $104 → $74 | Downgrade | Overweight → Underweight | Get Alert |
| 03/15/2019 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow73% | $23 → $21 | Maintains | Equal-Weight | Get Alert |
| 03/11/2019 | CLDR | Buy Now | Cloudera | — | — | Raimo Lenschow73% | → $16 | Initiates | → Equal-Weight | Get Alert |
| 03/01/2019 | WDAY | Buy Now | Workday | $236.92 | -21.07% | Raimo Lenschow73% | $180 → $187 | Maintains | Equal-Weight | Get Alert |
| 03/01/2019 | VMW | Buy Now | VMware | — | — | Raimo Lenschow73% | $168 → $200 | Maintains | Overweight | Get Alert |
| 03/01/2019 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $154 → $158 | Maintains | Overweight | Get Alert |
| 02/08/2019 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow73% | $30 → $32 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/15/2019 | PUMP | Buy Now | ProPetro Holding | $6.64 | 201.2% | Raimo Lenschow73% | → $20 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/09/2019 | ORCL | Buy Now | Oracle | $210.70 | -73.9% | Raimo Lenschow73% | $60 → $55 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 12/04/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $69 → $71 | Maintains | Equal-Weight | Get Alert |
| 11/06/2018 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow73% | → $30 | Initiates | → Overweight | Get Alert |
| 10/30/2018 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow73% | $37 → $30 | Maintains | Equal-Weight | Get Alert |
| 10/30/2018 | ESTC | Buy Now | Elastic | $82.14 | -3.82% | Raimo Lenschow73% | → $79 | Initiates | → Overweight | Get Alert |
| 10/26/2018 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow73% | $112 → $113 | Maintains | Overweight | Get Alert |
| 10/19/2018 | SAP | Buy Now | SAP | $289.81 | -52.73% | Raimo Lenschow73% | $142 → $137 | Maintains | Overweight | Get Alert |
| 10/15/2018 | APPN | Buy Now | Appian | $30.12 | -3.72% | Raimo Lenschow73% | → $29 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 09/17/2018 | MDB | Buy Now | MongoDB | $204.00 | -48.53% | Raimo Lenschow73% | $79 → $105 | Maintains | Overweight | Get Alert |
| 09/17/2018 | TLND | Buy Now | Talend | — | — | Raimo Lenschow73% | $72 → $91 | Maintains | Overweight | Get Alert |
| 09/13/2018 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow73% | $26 → $22 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $127 → $136 | Maintains | Overweight | Get Alert |
| 09/07/2018 | NOW | Buy Now | ServiceNow | $982.48 | -76.08% | Raimo Lenschow73% | $198 → $235 | Maintains | Overweight | Get Alert |
| 09/07/2018 | CRM | Buy Now | Salesforce | $259.00 | -33.59% | Raimo Lenschow73% | $165 → $172 | Maintains | Overweight | Get Alert |
| 09/07/2018 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow73% | $160 → $166 | Maintains | Overweight | Get Alert |
| 09/07/2018 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow73% | $24 → $26 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | PAYC | Buy Now | Paycom Software | $232.82 | -35.14% | Raimo Lenschow73% | $131 → $151 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | ORCL | Buy Now | Oracle | $210.70 | -71.52% | Raimo Lenschow73% | $58 → $60 | Maintains | Overweight | Get Alert |
| 09/07/2018 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow73% | $105 → $112 | Maintains | Overweight | Get Alert |
| 09/07/2018 | MSFT | Buy Now | Microsoft | $480.83 | -75.04% | Raimo Lenschow73% | $117 → $120 | Maintains | Overweight | Get Alert |
| 09/07/2018 | INTU | Buy Now | Intuit | $755.50 | -71.01% | Raimo Lenschow73% | $204 → $219 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | FIVN | Buy Now | Five9 | $27.45 | 63.93% | Raimo Lenschow73% | $38 → $45 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow73% | $40 → $48 | Maintains | Underweight | Get Alert |
| 09/07/2018 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow73% | $112 → $114 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | $35 → $36 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow73% | $36 → $37 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | APPN | Buy Now | Appian | $30.12 | -3.72% | Raimo Lenschow73% | $28 → $29 | Maintains | Underweight | Get Alert |
| 08/15/2018 | CRM | Buy Now | Salesforce | $259.00 | -36.29% | Raimo Lenschow73% | $150 → $165 | Maintains | Overweight | Get Alert |
| 08/15/2018 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow73% | $22 → $24 | Maintains | Equal-Weight | Get Alert |
| 08/15/2018 | MDB | Buy Now | MongoDB | $204.00 | -64.71% | Raimo Lenschow73% | $57 → $72 | Maintains | Overweight | Get Alert |
| 08/15/2018 | INTU | Buy Now | Intuit | $755.50 | -73% | Raimo Lenschow73% | $194 → $204 | Maintains | Equal-Weight | Get Alert |
| 08/15/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $53 → $58 | Maintains | Equal-Weight | Get Alert |
| 08/08/2018 | CYBR | Buy Now | CyberArk Software | $388.47 | -82.24% | Raimo Lenschow73% | $66 → $69 | Maintains | Equal-Weight | Get Alert |
| 08/08/2018 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow73% | $38 → $40 | Maintains | Underweight | Get Alert |
| 08/06/2018 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow73% | $114 → $123 | Maintains | Overweight | Get Alert |
| 08/06/2018 | APPN | Buy Now | Appian | $30.12 | -7.04% | Raimo Lenschow73% | $27 → $28 | Maintains | Underweight | Get Alert |
| 08/02/2018 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow73% | $32 → $36 | Maintains | Equal-Weight | Get Alert |
| 08/01/2018 | PAYC | Buy Now | Paycom Software | $232.82 | -43.73% | Raimo Lenschow73% | $117 → $131 | Maintains | Equal-Weight | Get Alert |
| 07/20/2018 | SAP | Buy Now | SAP | $289.81 | -55.83% | Raimo Lenschow73% | $134 → $128 | Maintains | Overweight | Get Alert |
| 07/20/2018 | MSFT | Buy Now | Microsoft | $480.83 | -75.67% | Raimo Lenschow73% | $108 → $117 | Maintains | Overweight | Get Alert |
| 07/12/2018 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow73% | $104 → $114 | Maintains | Overweight | Get Alert |
| 07/12/2018 | NOW | Buy Now | ServiceNow | $982.48 | -80.15% | Raimo Lenschow73% | $185 → $195 | Maintains | Overweight | Get Alert |
| 07/12/2018 | CYBR | Buy Now | CyberArk Software | $388.47 | -84.55% | Raimo Lenschow73% | $61 → $60 | Maintains | Equal-Weight | Get Alert |
| 07/12/2018 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow73% | $33 → $38 | Maintains | Underweight | Get Alert |
| 07/12/2018 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow73% | $28 → $32 | Maintains | Equal-Weight | Get Alert |
| 06/22/2018 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow73% | $186 → $160 | Maintains | Overweight | Get Alert |
| 06/13/2018 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow73% | $19 → $22 | Maintains | Equal-Weight | Get Alert |
| 06/07/2018 | MDB | Buy Now | MongoDB | $204.00 | -72.06% | Raimo Lenschow73% | $47 → $57 | Maintains | Overweight | Get Alert |
| 06/01/2018 | WDAY | Buy Now | Workday | $236.92 | -45.97% | Raimo Lenschow73% | $129 → $128 | Maintains | Equal-Weight | Get Alert |
| 06/01/2018 | VMW | Buy Now | VMware | — | — | Raimo Lenschow73% | $154 → $160 | Maintains | Overweight | Get Alert |
| 05/30/2018 | CRM | Buy Now | Salesforce | $259.00 | -42.08% | Raimo Lenschow73% | $140 → $150 | Maintains | Overweight | Get Alert |
| 05/21/2018 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow73% | → $36 | Initiates | → Equal-Weight | Get Alert |
| 05/18/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 05/15/2018 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow73% | → $19 | Initiates | → Equal-Weight | Get Alert |
| 05/11/2018 | TLND | Buy Now | Talend | — | — | Raimo Lenschow73% | $55 → $72 | Maintains | Overweight | Get Alert |
| 05/03/2018 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow73% | $102 → $104 | Maintains | Overweight | Get Alert |
| 05/02/2018 | PAYC | Buy Now | Paycom Software | $232.82 | -49.75% | Raimo Lenschow73% | $115 → $117 | Maintains | Equal-Weight | Get Alert |
| 05/02/2018 | FIVN | Buy Now | Five9 | $27.45 | 9.29% | Raimo Lenschow73% | $28 → $30 | Maintains | Equal-Weight | Get Alert |
| 04/27/2018 | MSFT | Buy Now | Microsoft | $480.83 | -77.54% | Raimo Lenschow73% | $100 → $108 | Maintains | Overweight | Get Alert |
| 04/27/2018 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow73% | $142 → $132 | Maintains | Overweight | Get Alert |
| 04/26/2018 | NOW | Buy Now | ServiceNow | $982.48 | -81.17% | Raimo Lenschow73% | $180 → $185 | Maintains | Overweight | Get Alert |
| 04/26/2018 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow73% | $90 → $100 | Maintains | Equal-Weight | Get Alert |
| 04/25/2018 | SAP | Buy Now | SAP | $289.81 | -53.76% | Raimo Lenschow73% | $132 → $134 | Maintains | Overweight | Get Alert |
| 04/12/2018 | MULE | Buy Now | MuleSoft | — | — | Raimo Lenschow73% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 04/12/2018 | PAYC | Buy Now | Paycom Software | $232.82 | — | Raimo Lenschow73% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 04/05/2018 | MDB | Buy Now | MongoDB | $204.00 | -76.96% | Raimo Lenschow73% | $45 → $47 | Maintains | Overweight | Get Alert |
| 03/27/2018 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow73% | $165 → $170 | Maintains | Overweight | Get Alert |
| 03/21/2018 | CRM | Buy Now | Salesforce | $259.00 | -45.95% | Raimo Lenschow73% | $130 → $140 | Maintains | Overweight | Get Alert |
| 03/19/2018 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow73% | $145 → $165 | Maintains | Overweight | Get Alert |
| 03/14/2018 | MDB | Buy Now | MongoDB | $204.00 | -77.94% | Raimo Lenschow73% | $38 → $45 | Maintains | Overweight | Get Alert |
| 03/13/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $47 → $51 | Maintains | Overweight | Get Alert |
| 03/12/2018 | ORCL | Buy Now | Oracle | $210.70 | -71.52% | Raimo Lenschow73% | $56 → $60 | Maintains | Overweight | Get Alert |
| 03/05/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $38 → $47 | Maintains | Overweight | Get Alert |
| 03/02/2018 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $105 → $110 | Maintains | Overweight | Get Alert |
| 03/01/2018 | CRM | Buy Now | Salesforce | $259.00 | -49.81% | Raimo Lenschow73% | $127 → $130 | Maintains | Overweight | Get Alert |
| 02/28/2018 | WDAY | Buy Now | Workday | $236.92 | -48.93% | Raimo Lenschow73% | $115 → $121 | Maintains | Equal-Weight | Get Alert |
| 02/23/2018 | INTU | Buy Now | Intuit | $755.50 | -77.5% | Raimo Lenschow73% | $168 → $170 | Maintains | Equal-Weight | Get Alert |
| 02/23/2018 | APPN | Buy Now | Appian | $30.12 | -10.36% | Raimo Lenschow73% | $26 → $27 | Maintains | Underweight | Get Alert |
| 02/22/2018 | FIVN | Buy Now | Five9 | $27.45 | 2% | Raimo Lenschow73% | $27 → $28 | Maintains | Equal-Weight | Get Alert |
| 02/20/2018 | NOW | Buy Now | ServiceNow | $982.48 | -81.68% | Raimo Lenschow73% | $158 → $180 | Maintains | Overweight | Get Alert |
| 02/13/2018 | INTU | Buy Now | Intuit | $755.50 | -77.76% | Raimo Lenschow73% | $157 → $168 | Maintains | Equal-Weight | Get Alert |
| 02/07/2018 | PAYC | Buy Now | Paycom Software | $232.82 | -58.34% | Raimo Lenschow73% | $96 → $97 | Maintains | Overweight | Get Alert |
| 02/06/2018 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow73% | $22 → $28 | Maintains | Equal-Weight | Get Alert |
| 02/02/2018 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow73% | $82 → $98 | Maintains | Overweight | Get Alert |
| 02/01/2018 | NOW | Buy Now | ServiceNow | $982.48 | -83.92% | Raimo Lenschow73% | $150 → $158 | Maintains | Overweight | Get Alert |
| 01/31/2018 | CA | Buy Now | CA | $24.34 | 52.01% | Raimo Lenschow73% | $34 → $37 | Maintains | Equal-Weight | Get Alert |
| 01/25/2018 | MSFT | Buy Now | Microsoft | $480.83 | -79.2% | Raimo Lenschow73% | $95 → $100 | Maintains | Overweight | Get Alert |
| 01/08/2018 | FIVN | Buy Now | Five9 | $27.45 | — | Raimo Lenschow73% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/08/2018 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow73% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/08/2018 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/08/2018 | MULE | Buy Now | MuleSoft | — | — | Raimo Lenschow73% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/08/2018 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow73% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/08/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/08/2018 | APPN | Buy Now | Appian | $30.12 | — | Raimo Lenschow73% | — | Downgrade | Equal-Weight → Underweight | Get Alert |
| 11/27/2017 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | $34 → $38 | Maintains | Equal-Weight | Get Alert |
| 11/17/2017 | WDAY | Buy Now | Workday | $236.92 | -50.62% | Raimo Lenschow73% | $108 → $117 | Maintains | Equal-Weight | Get Alert |
| 11/17/2017 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $73 → $80 | Maintains | Equal-Weight | Get Alert |
| 11/15/2017 | INTU | Buy Now | Intuit | $755.50 | -79.22% | Raimo Lenschow73% | $135 → $157 | Maintains | Equal-Weight | Get Alert |
| 11/13/2017 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $67 → $73 | Maintains | Equal-Weight | Get Alert |
| 11/13/2017 | MDB | Buy Now | MongoDB | $204.00 | -81.37% | Raimo Lenschow73% | → $38 | Initiates | → Overweight | Get Alert |
| 11/09/2017 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow73% | $32 → $33 | Maintains | Underweight | Get Alert |
| 11/07/2017 | TLND | Buy Now | Talend | — | — | Raimo Lenschow73% | $44 → $55 | Maintains | Overweight | Get Alert |
| 11/06/2017 | VMW | Buy Now | VMware | — | — | Raimo Lenschow73% | $130 → $140 | Maintains | Overweight | Get Alert |
| 11/02/2017 | CRM | Buy Now | Salesforce | $259.00 | -54.83% | Raimo Lenschow73% | $101 → $117 | Maintains | Overweight | Get Alert |
| 11/01/2017 | PAYC | Buy Now | Paycom Software | $232.82 | -62.63% | Raimo Lenschow73% | $82 → $87 | Maintains | Overweight | Get Alert |
| 10/31/2017 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow73% | $19 → $22 | Maintains | Equal-Weight | Get Alert |
| 10/27/2017 | MULE | Buy Now | MuleSoft | — | — | Raimo Lenschow73% | $24 → $28 | Maintains | Equal-Weight | Get Alert |
| 10/27/2017 | MSFT | Buy Now | Microsoft | $480.83 | -81.49% | Raimo Lenschow73% | $82 → $89 | Maintains | Overweight | Get Alert |
| 10/27/2017 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow73% | $132 → $142 | Maintains | Overweight | Get Alert |
| 10/26/2017 | NOW | Buy Now | ServiceNow | $982.48 | -86.26% | Raimo Lenschow73% | $126 → $135 | Maintains | Overweight | Get Alert |
| 10/26/2017 | CA | Buy Now | CA | $24.34 | 39.69% | Raimo Lenschow73% | $36 → $34 | Maintains | Equal-Weight | Get Alert |
| 09/26/2017 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow73% | $120 → $122 | Maintains | Overweight | Get Alert |
| 09/18/2017 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow73% | $105 → $120 | Maintains | Overweight | Get Alert |
| 09/15/2017 | ORCL | Buy Now | Oracle | $210.70 | -72% | Raimo Lenschow73% | $55 → $59 | Maintains | Overweight | Get Alert |
| 09/14/2017 | VMW | Buy Now | VMware | — | — | Raimo Lenschow73% | $109 → $130 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/13/2017 | PAYC | Buy Now | Paycom Software | $232.82 | -64.78% | Raimo Lenschow73% | $74 → $82 | Maintains | Overweight | Get Alert |
| 08/31/2017 | WDAY | Buy Now | Workday | $236.92 | -54.41% | Raimo Lenschow73% | $90 → $108 | Maintains | Equal-Weight | Get Alert |
| 08/25/2017 | VMW | Buy Now | VMware | — | — | Raimo Lenschow73% | $100 → $109 | Maintains | Equal-Weight | Get Alert |
| 08/25/2017 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $65 → $67 | Maintains | Equal-Weight | Get Alert |
| 08/25/2017 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow73% | $16 → $20 | Maintains | Overweight | Get Alert |
| 08/23/2017 | CRM | Buy Now | Salesforce | $259.00 | -61% | Raimo Lenschow73% | $100 → $101 | Maintains | Overweight | Get Alert |
| 08/04/2017 | TLND | Buy Now | Talend | — | — | Raimo Lenschow73% | $43 → $44 | Maintains | Overweight | Get Alert |
| 08/04/2017 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow73% | $15 → $16 | Maintains | Overweight | Get Alert |
| 08/04/2017 | APPN | Buy Now | Appian | $30.12 | -33.6% | Raimo Lenschow73% | $19 → $20 | Maintains | Equal-Weight | Get Alert |
| 08/03/2017 | CA | Buy Now | CA | $24.34 | 47.9% | Raimo Lenschow73% | $35 → $36 | Maintains | Equal-Weight | Get Alert |
| 08/03/2017 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow73% | $87 → $90 | Maintains | Overweight | Get Alert |
| 08/03/2017 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow73% | $72 → $76 | Maintains | Overweight | Get Alert |
| 07/27/2017 | NOW | Buy Now | ServiceNow | $982.48 | -87.18% | Raimo Lenschow73% | $120 → $126 | Maintains | Overweight | Get Alert |
| 07/12/2017 | PUMP | Buy Now | ProPetro Holding | $6.64 | — | Raimo Lenschow73% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 06/20/2017 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow73% | — | Downgrade | Equal-Weight → Underweight | Get Alert |
| 06/19/2017 | APPN | Buy Now | Appian | $30.12 | -36.92% | Raimo Lenschow73% | → $19 | Initiates | → Equal-Weight | Get Alert |
| 04/11/2017 | PUMP | Buy Now | ProPetro Holding | $6.64 | 171.08% | Raimo Lenschow73% | → $18 | Initiates | → Overweight | Get Alert |
| 04/11/2017 | MULE | Buy Now | MuleSoft | — | — | Raimo Lenschow73% | → $25 | Initiates | → Equal-Weight | Get Alert |
| 11/02/2016 | TLND | Buy Now | Talend | — | — | Raimo Lenschow73% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 10/31/2016 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow73% | — | Initiates | → Equal-Weight | Get Alert |
| 10/18/2016 | APTI | Buy Now | Apptio, Inc. - Class A Common Stock | — | — | Raimo Lenschow73% | — | Initiates | → Equal-Weight | Get Alert |
| 10/03/2016 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow73% | $82 → $105 | Upgrade | Underweight → Overweight | Get Alert |
| 09/13/2016 | PAYC | Buy Now | Paycom Software | $232.82 | -76.38% | Raimo Lenschow73% | $51 → $55 | Maintains | Overweight | Get Alert |
| 09/13/2016 | VMW | Buy Now | VMware | — | — | Raimo Lenschow73% | → $82 | Initiates | → Equal-Weight | Get Alert |
| 09/01/2016 | CRM | Buy Now | Salesforce | $259.00 | -65.64% | Raimo Lenschow73% | → $89 | Maintains | Overweight | Get Alert |
| 08/26/2016 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $51 → $56 | Maintains | Equal-Weight | Get Alert |
| 08/25/2016 | WDAY | Buy Now | Workday | $236.92 | -67.5% | Raimo Lenschow73% | $71 → $77 | Maintains | Equal-Weight | Get Alert |
| 08/24/2016 | WDAY | Buy Now | Workday | $236.92 | -67.5% | Raimo Lenschow73% | $71 → $77 | Maintains | Equal-Weight | Get Alert |
| 08/23/2016 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow73% | $59 → $71 | Maintains | Overweight | Get Alert |
| 08/23/2016 | TLND | Buy Now | Talend | — | — | Raimo Lenschow73% | → $28 | Initiates | → Equal-Weight | Get Alert |
| 08/04/2016 | FIVN | Buy Now | Five9 | $27.45 | -45.36% | Raimo Lenschow73% | $14 → $15 | Maintains | Overweight | Get Alert |
| 07/27/2016 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow73% | $57 → $82 | Maintains | Underweight | Get Alert |
| 07/27/2016 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow73% | $90 → $92 | Maintains | Overweight | Get Alert |
| 07/15/2016 | FIVN | Buy Now | Five9 | $27.45 | -49% | Raimo Lenschow73% | $11 → $14 | Maintains | Overweight | Get Alert |
| 07/15/2016 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow73% | $49 → $57 | Maintains | Underweight | Get Alert |
| 07/15/2016 | INTU | Buy Now | Intuit | $755.50 | -84.65% | Raimo Lenschow73% | $110 → $116 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 07/15/2016 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow73% | $32 → $44 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 07/15/2016 | CA | Buy Now | CA | $24.34 | 43.8% | Raimo Lenschow73% | $33 → $35 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 05/27/2016 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $45 → $51 | Maintains | Equal-Weight | Get Alert |
| 05/26/2016 | WDAY | Buy Now | Workday | $236.92 | -70.03% | Raimo Lenschow73% | $60 → $71 | Maintains | Equal-Weight | Get Alert |
| 05/19/2016 | CRM | Buy Now | Salesforce | $259.00 | -65.64% | Raimo Lenschow73% | $88 → $89 | Maintains | Overweight | Get Alert |
| 05/12/2016 | CRM | Buy Now | Salesforce | $259.00 | -66.02% | Raimo Lenschow73% | $72 → $88 | Maintains | Overweight | Get Alert |
| 02/25/2016 | CRM | Buy Now | Salesforce | $259.00 | -72.2% | Raimo Lenschow73% | $67 → $72 | Maintains | Overweight | Get Alert |
| 02/19/2016 | WDAY | Buy Now | Workday | $236.92 | -74.67% | Raimo Lenschow73% | $50 → $60 | Maintains | Equal-Weight | Get Alert |
| 02/10/2016 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow73% | $67 → $59 | Maintains | Overweight | Get Alert |
| 02/10/2016 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $65 → $45 | Maintains | Equal-Weight | Get Alert |
| 02/10/2016 | NOW | Buy Now | ServiceNow | $982.48 | -93.59% | Raimo Lenschow73% | $93 → $63 | Maintains | Overweight | Get Alert |
| 02/10/2016 | FIVN | Buy Now | Five9 | $27.45 | -70.86% | Raimo Lenschow73% | $11 → $8 | Maintains | Overweight | Get Alert |
| 02/10/2016 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow73% | $67 → $45 | Maintains | Underweight | Get Alert |
| 02/10/2016 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow73% | $23 → $19 | Maintains | Overweight | Get Alert |
| 02/10/2016 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow73% | $33 → $26 | Maintains | Underweight | Get Alert |
| 02/10/2016 | CRM | Buy Now | Salesforce | $259.00 | -74.13% | Raimo Lenschow73% | $90 → $67 | Maintains | Overweight | Get Alert |
| 02/10/2016 | WDAY | Buy Now | Workday | $236.92 | -78.9% | Raimo Lenschow73% | $80 → $50 | Maintains | Equal-Weight | Get Alert |
| 02/05/2016 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow73% | $110 → $67 | Maintains | Overweight | Get Alert |
| 02/04/2016 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow73% | $33 → $23 | Maintains | Overweight | Get Alert |
| 01/12/2016 | CA | Buy Now | CA | $24.34 | 35.58% | Raimo Lenschow73% | → $33 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/06/2016 | SAP | Buy Now | SAP | $289.81 | -62.73% | Raimo Lenschow73% | $91 → $108 | Maintains | Overweight | Get Alert |
| 01/06/2016 | FIVN | Buy Now | Five9 | $27.45 | -59.93% | Raimo Lenschow73% | $7 → $11 | Maintains | Overweight | Get Alert |
| 01/06/2016 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow73% | $72 → $65 | Maintains | Equal-Weight | Get Alert |
| 01/06/2016 | WDAY | Buy Now | Workday | $236.92 | -66.23% | Raimo Lenschow73% | $84 → $80 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/06/2016 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow73% | $40 → $33 | Downgrade | Overweight → Underweight | Get Alert |
| 12/18/2015 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow73% | $85 → $90 | Maintains | Overweight | Get Alert |
| 11/20/2015 | INTU | Buy Now | Intuit | $755.50 | -85.84% | Raimo Lenschow73% | $105 → $107 | Maintains | Overweight | Get Alert |
| 11/19/2015 | CRM | Buy Now | Salesforce | $259.00 | -65.25% | Raimo Lenschow73% | $87 → $90 | Maintains | Overweight | Get Alert |
| 11/18/2015 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow73% | $82 → $88 | Maintains | Overweight | Get Alert |
| 11/10/2015 | CRM | Buy Now | Salesforce | $259.00 | -66.41% | Raimo Lenschow73% | $80 → $87 | Maintains | Overweight | Get Alert |
| 10/22/2015 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow73% | $78 → $82 | Maintains | Outperform | Get Alert |
| 09/10/2015 | INTU | Buy Now | Intuit | $755.50 | -86.1% | Raimo Lenschow73% | $102 → $105 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 08/27/2015 | WDAY | Buy Now | Workday | $236.92 | -65.39% | Raimo Lenschow73% | $100 → $82 | Maintains | Overweight | Get Alert |
| 08/21/2015 | CRM | Buy Now | Salesforce | $259.00 | -69.11% | Raimo Lenschow73% | $79 → $80 | Maintains | Overweight | Get Alert |
| 08/21/2015 | INTU | Buy Now | Intuit | $755.50 | -86.5% | Raimo Lenschow73% | $105 → $102 | Maintains | Equal-Weight | Get Alert |
| 08/07/2015 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow73% | $39 → $40 | Maintains | Overweight | Get Alert |
| 07/29/2015 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow73% | $74 → $78 | Maintains | Overweight | Get Alert |
| 07/22/2015 | VMW | Buy Now | VMware | — | — | Raimo Lenschow73% | $100 → $97 | Maintains | Overweight | Get Alert |
| 07/22/2015 | SAP | Buy Now | SAP | $289.81 | -69.64% | Raimo Lenschow73% | $89 → $88 | Maintains | Overweight | Get Alert |
| 06/19/2015 | SAP | Buy Now | SAP | $289.81 | -69.29% | Raimo Lenschow73% | $85 → $89 | Maintains | Overweight | Get Alert |
