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Rob Owens's Stock Ratings
Piper Sandler Analyst
Rob Owens is an analyst at Piper Sandler. 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 04/30/2025
Overall Average Return
27.5%
Smart Score
Overall Average Return Percentile
87th
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 04/24/2025 | NOW | Buy Now | ServiceNow | $981.04 | 14.16% | Rob Owens83% | $1200 → $1120 | Maintains | Overweight | Get Alert |
| 03/13/2025 | S | Buy Now | SentinelOne | $18.99 | 47.45% | Rob Owens83% | $32 → $28 | Maintains | Overweight | Get Alert |
| 03/10/2025 | SAIL | Buy Now | SailPoint | $17.11 | 75.34% | Rob Owens83% | → $30 | Initiates | → Overweight | Get Alert |
| 03/05/2025 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -7.51% | Rob Owens83% | $375 → $400 | Maintains | Overweight | Get Alert |
| 03/03/2025 | CHKP | Buy Now | Check Point Software | $221.00 | 17.65% | Rob Owens83% | $220 → $260 | Upgrade | Neutral → Overweight | Get Alert |
| 02/28/2025 | ESTC | Buy Now | Elastic | $88.18 | 53.1% | Rob Owens83% | $130 → $135 | Maintains | Overweight | Get Alert |
| 02/12/2025 | CFLT | Buy Now | Confluent | $21.31 | 87.71% | Rob Owens83% | $35 → $40 | Maintains | Overweight | Get Alert |
| 02/07/2025 | FTNT | Buy Now | Fortinet | $104.50 | 29.19% | Rob Owens83% | $120 → $135 | Reiterates | Overweight → Overweight | Get Alert |
| 02/06/2025 | CYBR | Buy Now | CyberArk Software | $354.00 | 24.29% | Rob Owens83% | $380 → $440 | Maintains | Overweight | Get Alert |
| 01/31/2025 | TEAM | Buy Now | Atlassian | $237.00 | 54.01% | Rob Owens83% | $310 → $365 | Maintains | Overweight | Get Alert |
| 01/06/2025 | VRNS | Buy Now | Varonis Systems | $43.10 | 16.01% | Rob Owens83% | $55 → $50 | Maintains | Neutral | Get Alert |
| 01/06/2025 | TEAM | Buy Now | Atlassian | $237.00 | 30.8% | Rob Owens83% | $265 → $310 | Maintains | Overweight | Get Alert |
| 01/06/2025 | NOW | Buy Now | ServiceNow | $981.04 | 22.32% | Rob Owens83% | $1000 → $1200 | Maintains | Overweight | Get Alert |
| 01/06/2025 | JAMF | Buy Now | Jamf Holding | $11.57 | 98.79% | Rob Owens83% | $25 → $23 | Maintains | Overweight | Get Alert |
| 01/06/2025 | CYBR | Buy Now | CyberArk Software | $354.00 | 7.34% | Rob Owens83% | $345 → $380 | Maintains | Overweight | Get Alert |
| 01/06/2025 | CHKP | Buy Now | Check Point Software | $221.00 | -11.76% | Rob Owens83% | $185 → $195 | Maintains | Neutral | Get Alert |
| 01/06/2025 | CFLT | Buy Now | Confluent | $21.31 | 64.24% | Rob Owens83% | $32 → $35 | Maintains | Overweight | Get Alert |
| 01/06/2025 | FTNT | Buy Now | Fortinet | $104.50 | 14.83% | Rob Owens83% | $100 → $120 | Upgrade | Neutral → Overweight | Get Alert |
| 12/06/2024 | DOCU | Buy Now | DocuSign | $82.61 | 8.95% | Rob Owens83% | $60 → $90 | Maintains | Neutral | Get Alert |
| 12/06/2024 | GTLB | Buy Now | GitLab | $48.16 | 76.5% | Rob Owens83% | $75 → $85 | Maintains | Overweight | Get Alert |
| 12/04/2024 | OKTA | Buy Now | Okta | $114.35 | -21.29% | Rob Owens83% | $85 → $90 | Maintains | Neutral | Get Alert |
| 12/03/2024 | ZS | Buy Now | Zscaler | $228.88 | 2.67% | Rob Owens83% | $215 → $235 | Maintains | Overweight | Get Alert |
| 11/27/2024 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -13.29% | Rob Owens83% | $290 → $375 | Maintains | Overweight | Get Alert |
| 11/22/2024 | ESTC | Buy Now | Elastic | $88.18 | 47.43% | Rob Owens83% | $100 → $130 | Maintains | Overweight | Get Alert |
| 11/21/2024 | PANW | Buy Now | Palo Alto Networks | $189.10 | 103.6% | Rob Owens83% | $165 → $192.5 | Maintains | Neutral | Get Alert |
| 11/19/2024 | FTNT | Buy Now | Fortinet | $104.50 | -4.31% | Rob Owens83% | $80 → $100 | Maintains | Neutral | Get Alert |
| 11/14/2024 | CYBR | Buy Now | CyberArk Software | $354.00 | -2.54% | Rob Owens83% | $300 → $345 | Maintains | Overweight | Get Alert |
| 11/08/2024 | FTNT | Buy Now | Fortinet | $104.50 | -23.44% | Rob Owens83% | $70 → $80 | Maintains | Neutral | Get Alert |
| 11/07/2024 | RPD | Buy Now | Rapid7 | $24.00 | 66.67% | Rob Owens83% | $42 → $40 | Maintains | Neutral | Get Alert |
| 11/01/2024 | TEAM | Buy Now | Atlassian | $237.00 | 11.81% | Rob Owens83% | $225 → $265 | Maintains | Overweight | Get Alert |
| 10/31/2024 | TENB | Buy Now | Tenable Holdings | $30.62 | 63.29% | Rob Owens83% | $55 → $50 | Maintains | Overweight | Get Alert |
| 10/30/2024 | VRNS | Buy Now | Varonis Systems | $43.10 | 27.61% | Rob Owens83% | $48 → $55 | Maintains | Neutral | Get Alert |
| 10/24/2024 | NOW | Buy Now | ServiceNow | $981.04 | 1.93% | Rob Owens83% | $850 → $1000 | Maintains | Overweight | Get Alert |
| 10/17/2024 | OKTA | Buy Now | Okta | $114.35 | -25.67% | Rob Owens83% | $100 → $85 | Maintains | Neutral | Get Alert |
| 10/14/2024 | S | Buy Now | SentinelOne | $18.99 | 68.51% | Rob Owens83% | $25 → $32 | Upgrade | Neutral → Overweight | Get Alert |
| 09/19/2024 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -32.95% | Rob Owens83% | $290 → $290 | Maintains | Overweight | Get Alert |
| 09/04/2024 | ZS | Buy Now | Zscaler | $228.88 | -6.06% | Rob Owens83% | $255 → $215 | Maintains | Overweight | Get Alert |
| 08/30/2024 | ESTC | Buy Now | Elastic | $88.18 | 13.4% | Rob Owens83% | $131 → $100 | Maintains | Overweight | Get Alert |
| 08/29/2024 | OKTA | Buy Now | Okta | $114.35 | -12.55% | Rob Owens83% | $110 → $100 | Maintains | Neutral | Get Alert |
| 08/20/2024 | PANW | Buy Now | Palo Alto Networks | $189.10 | 74.51% | Rob Owens83% | $150 → $165 | Maintains | Neutral | Get Alert |
| 08/08/2024 | FROG | Buy Now | JFrog | $34.00 | -5.88% | Rob Owens83% | $40 → $32 | Maintains | Neutral | Get Alert |
| 08/07/2024 | QLYS | Buy Now | Qualys | $125.71 | -8.52% | Rob Owens83% | $116 → $115 | Maintains | Underweight | Get Alert |
| 08/07/2024 | RPD | Buy Now | Rapid7 | $24.00 | 75% | Rob Owens83% | $45 → $42 | Maintains | Neutral | Get Alert |
| 08/06/2024 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -32.95% | Rob Owens83% | $310 → $290 | Upgrade | Neutral → Overweight | Get Alert |
| 08/01/2024 | TENB | Buy Now | Tenable Holdings | $30.62 | 79.62% | Rob Owens83% | $60 → $55 | Maintains | Overweight | Get Alert |
| 08/01/2024 | CFLT | Buy Now | Confluent | $21.31 | 50.16% | Rob Owens83% | $37 → $32 | Maintains | Overweight | Get Alert |
| 07/30/2024 | VRNS | Buy Now | Varonis Systems | $43.10 | 11.37% | Rob Owens83% | $45 → $48 | Maintains | Neutral | Get Alert |
| 07/25/2024 | NOW | Buy Now | ServiceNow | $981.04 | -13.36% | Rob Owens83% | $830 → $850 | Maintains | Overweight | Get Alert |
| 07/22/2024 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -28.32% | Rob Owens83% | $400 → $310 | Maintains | Neutral | Get Alert |
| 07/02/2024 | TEAM | Buy Now | Atlassian | $237.00 | -5.06% | Rob Owens83% | $200 → $225 | Upgrade | Neutral → Overweight | Get Alert |
| 07/02/2024 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -7.51% | Rob Owens83% | $400 → $400 | Downgrade | Overweight → Neutral | Get Alert |
| 06/27/2024 | DT | Buy Now | Dynatrace | $47.23 | 5.86% | Rob Owens83% | → $50 | Initiates | → Neutral | Get Alert |
| 06/07/2024 | DOCU | Buy Now | DocuSign | $82.61 | -27.37% | Rob Owens83% | $65 → $60 | Maintains | Neutral | Get Alert |
| 06/05/2024 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -7.51% | Rob Owens83% | $400 → $400 | Reiterates | Overweight → Overweight | Get Alert |
| 05/08/2024 | RPD | Buy Now | Rapid7 | $24.00 | 87.5% | Rob Owens83% | $56 → $45 | Maintains | Neutral | Get Alert |
| 05/03/2024 | FTNT | Buy Now | Fortinet | $104.50 | -33.01% | Rob Owens83% | $75 → $70 | Maintains | Neutral | Get Alert |
| 04/26/2024 | TEAM | Buy Now | Atlassian | $237.00 | -15.61% | Rob Owens83% | $225 → $200 | Maintains | Neutral | Get Alert |
| 04/03/2024 | FTNT | Buy Now | Fortinet | $104.50 | -28.23% | Rob Owens83% | → $75 | Maintains | Neutral | Get Alert |
| 03/08/2024 | DOCU | Buy Now | DocuSign | $82.61 | -21.32% | Rob Owens83% | $55 → $65 | Maintains | Neutral | Get Alert |
| 03/06/2024 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -7.51% | Rob Owens83% | $300 → $400 | Maintains | Overweight | Get Alert |
| 02/29/2024 | OKTA | Buy Now | Okta | $114.35 | -3.8% | Rob Owens83% | $85 → $110 | Maintains | Neutral | Get Alert |
| 02/21/2024 | PANW | Buy Now | Palo Alto Networks | $189.10 | 58.65% | Rob Owens83% | $175 → $150 | Downgrade | Overweight → Neutral | Get Alert |
| 02/06/2024 | VRNS | Buy Now | Varonis Systems | $43.10 | 4.41% | Rob Owens83% | $40 → $45 | Maintains | Neutral | Get Alert |
| 01/25/2024 | NOW | Buy Now | ServiceNow | $981.04 | -15.4% | Rob Owens83% | $750 → $830 | Maintains | Overweight | Get Alert |
| 01/04/2024 | FROG | Buy Now | JFrog | $34.00 | -2.94% | Rob Owens83% | $31 → $33 | Maintains | Neutral | Get Alert |
| 01/04/2024 | GTLB | Buy Now | GitLab | $48.16 | 55.73% | Rob Owens83% | $72 → $75 | Maintains | Overweight | Get Alert |
| 12/08/2023 | FROG | Buy Now | JFrog | $34.00 | -8.82% | Rob Owens83% | $28 → $31 | Maintains | Neutral | Get Alert |
| 12/08/2023 | DOCU | Buy Now | DocuSign | $82.61 | -39.47% | Rob Owens83% | $57 → $50 | Maintains | Neutral | Get Alert |
| 12/05/2023 | GTLB | Buy Now | GitLab | $48.16 | 49.5% | Rob Owens83% | $65 → $72 | Maintains | Overweight | Get Alert |
| 12/01/2023 | ESTC | Buy Now | Elastic | $88.18 | 19.07% | Rob Owens83% | $84 → $105 | Maintains | Overweight | Get Alert |
| 11/29/2023 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -43.35% | Rob Owens83% | $210 → $245 | Maintains | Overweight | Get Alert |
| 11/28/2023 | ZS | Buy Now | Zscaler | $228.88 | -3.88% | Rob Owens83% | $190 → $220 | Maintains | Overweight | Get Alert |
| 11/09/2023 | JAMF | Buy Now | Jamf Holding | $11.57 | 116.08% | Rob Owens83% | $30 → $25 | Maintains | Overweight | Get Alert |
| 11/03/2023 | QLYS | Buy Now | Qualys | $125.71 | -6.93% | Rob Owens83% | $109 → $117 | Maintains | Underweight | Get Alert |
| 11/03/2023 | TEAM | Buy Now | Atlassian | $237.00 | -24.05% | Rob Owens83% | $200 → $180 | Maintains | Neutral | Get Alert |
| 11/03/2023 | FTNT | Buy Now | Fortinet | $104.50 | -52.15% | Rob Owens83% | $65 → $50 | Maintains | Neutral | Get Alert |
| 11/02/2023 | FROG | Buy Now | JFrog | $34.00 | -17.65% | Rob Owens83% | $30 → $28 | Maintains | Neutral | Get Alert |
| 11/02/2023 | CFLT | Buy Now | Confluent | $21.31 | 40.78% | Rob Owens83% | $40 → $30 | Maintains | Overweight | Get Alert |
| 11/02/2023 | TENB | Buy Now | Tenable Holdings | $30.62 | 63.29% | Rob Owens83% | $55 → $50 | Maintains | Overweight | Get Alert |
| 10/26/2023 | NOW | Buy Now | ServiceNow | $981.04 | -36.8% | Rob Owens83% | $600 → $620 | Maintains | Overweight | Get Alert |
| 10/23/2023 | OKTA | Buy Now | Okta | $114.35 | -16.92% | Rob Owens83% | $100 → $95 | Maintains | Overweight | Get Alert |
| 10/02/2023 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | — | Downgrade | Overweight → Neutral | Get Alert |
| 10/02/2023 | ZS | Buy Now | Zscaler | $228.88 | -16.99% | Rob Owens83% | $160 → $190 | Upgrade | Neutral → Overweight | Get Alert |
| 10/02/2023 | DDOG | Buy Now | Datadog | $107.50 | 6.98% | Rob Owens83% | $88 → $115 | Upgrade | Neutral → Overweight | Get Alert |
| 09/21/2023 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -51.45% | Rob Owens83% | $180 → $210 | Maintains | Overweight | Get Alert |
| 09/06/2023 | GTLB | Buy Now | GitLab | $48.16 | 34.97% | Rob Owens83% | $52 → $65 | Maintains | Overweight | Get Alert |
| 09/06/2023 | ZS | Buy Now | Zscaler | $228.88 | -30.09% | Rob Owens83% | $145 → $160 | Maintains | Neutral | Get Alert |
| 09/01/2023 | ESTC | Buy Now | Elastic | $88.18 | -4.74% | Rob Owens83% | $75 → $84 | Maintains | Overweight | Get Alert |
| 09/01/2023 | S | Buy Now | SentinelOne | $18.99 | -10.48% | Rob Owens83% | $15 → $17 | Maintains | Neutral | Get Alert |
| 08/03/2023 | FROG | Buy Now | JFrog | $34.00 | -11.76% | Rob Owens83% | $24 → $30 | Maintains | Neutral | Get Alert |
| 08/01/2023 | VRNS | Buy Now | Varonis Systems | $43.10 | -30.39% | Rob Owens83% | $25 → $30 | Maintains | Neutral | Get Alert |
| 06/09/2023 | QLYS | Buy Now | Qualys | $125.71 | -13.29% | Rob Owens83% | $120 → $109 | Downgrade | Neutral → Underweight | Get Alert |
| 06/06/2023 | GTLB | Buy Now | GitLab | $48.16 | 7.97% | Rob Owens83% | $50 → $52 | Maintains | Overweight | Get Alert |
| 06/02/2023 | S | Buy Now | SentinelOne | $18.99 | -21.01% | Rob Owens83% | $18 → $15 | Maintains | Neutral | Get Alert |
| 06/02/2023 | ZS | Buy Now | Zscaler | $228.88 | -43.2% | Rob Owens83% | $125 → $130 | Maintains | Neutral | Get Alert |
| 05/25/2023 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | $118 → $123 | Maintains | Overweight | Get Alert |
| 04/25/2023 | TENB | Buy Now | Tenable Holdings | $30.62 | 63.29% | Rob Owens83% | $55 → $50 | Maintains | Overweight | Get Alert |
| 04/18/2023 | DDOG | Buy Now | Datadog | $107.50 | -33.02% | Rob Owens83% | → $72 | Initiates | → Neutral | Get Alert |
| 03/15/2023 | S | Buy Now | SentinelOne | $18.99 | -5.21% | Rob Owens83% | $16 → $18 | Maintains | Neutral | Get Alert |
| 03/14/2023 | GTLB | Buy Now | GitLab | $48.16 | 3.82% | Rob Owens83% | $58 → $50 | Maintains | Overweight | Get Alert |
| 03/02/2023 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | $105 → $118 | Maintains | Overweight | Get Alert |
| 02/22/2023 | PANW | Buy Now | Palo Alto Networks | $189.10 | 26.92% | Rob Owens83% | $110 → $120 | Maintains | Overweight | Get Alert |
| 02/09/2023 | RPD | Buy Now | Rapid7 | $24.00 | 116.67% | Rob Owens83% | $45 → $52 | Downgrade | Overweight → Neutral | Get Alert |
| 02/08/2023 | TENB | Buy Now | Tenable Holdings | $30.62 | 79.62% | Rob Owens83% | $50 → $55 | Maintains | Overweight | Get Alert |
| 02/08/2023 | FTNT | Buy Now | Fortinet | $104.50 | -38.76% | Rob Owens83% | $57 → $64 | Maintains | Neutral | Get Alert |
| 02/07/2023 | VRNS | Buy Now | Varonis Systems | $43.10 | -42% | Rob Owens83% | $23 → $25 | Maintains | Neutral | Get Alert |
| 02/03/2023 | TEAM | Buy Now | Atlassian | $237.00 | -32.49% | Rob Owens83% | $140 → $160 | Maintains | Neutral | Get Alert |
| 01/26/2023 | NOW | Buy Now | ServiceNow | $981.04 | -46.49% | Rob Owens83% | $500 → $525 | Maintains | Overweight | Get Alert |
| 01/05/2023 | ZS | Buy Now | Zscaler | $228.88 | -45.39% | Rob Owens83% | $145 → $125 | Maintains | Neutral | Get Alert |
| 01/05/2023 | VRNS | Buy Now | Varonis Systems | $43.10 | -46.64% | Rob Owens83% | $20 → $23 | Maintains | Neutral | Get Alert |
| 01/05/2023 | TENB | Buy Now | Tenable Holdings | $30.62 | 63.29% | Rob Owens83% | $55 → $50 | Maintains | Overweight | Get Alert |
| 01/05/2023 | S | Buy Now | SentinelOne | $18.99 | -15.75% | Rob Owens83% | $17 → $16 | Maintains | Neutral | Get Alert |
| 01/05/2023 | RPD | Buy Now | Rapid7 | $24.00 | 87.5% | Rob Owens83% | $50 → $45 | Maintains | Overweight | Get Alert |
| 01/05/2023 | QLYS | Buy Now | Qualys | $125.71 | -8.52% | Rob Owens83% | $138 → $115 | Maintains | Neutral | Get Alert |
| 01/05/2023 | PANW | Buy Now | Palo Alto Networks | $189.10 | 16.34% | Rob Owens83% | $115 → $110 | Maintains | Overweight | Get Alert |
| 01/05/2023 | OKTA | Buy Now | Okta | $114.35 | -21.29% | Rob Owens83% | $80 → $90 | Maintains | Overweight | Get Alert |
| 01/05/2023 | NOW | Buy Now | ServiceNow | $981.04 | -49.03% | Rob Owens83% | $550 → $500 | Maintains | Overweight | Get Alert |
| 01/05/2023 | JAMF | Buy Now | Jamf Holding | $11.57 | 159.29% | Rob Owens83% | $34 → $30 | Maintains | Overweight | Get Alert |
| 01/05/2023 | GTLB | Buy Now | GitLab | $48.16 | 20.43% | Rob Owens83% | $60 → $58 | Maintains | Overweight | Get Alert |
| 01/05/2023 | FTNT | Buy Now | Fortinet | $104.50 | -45.45% | Rob Owens83% | $60 → $57 | Maintains | Neutral | Get Alert |
| 01/05/2023 | FROG | Buy Now | JFrog | $34.00 | -29.41% | Rob Owens83% | $26 → $24 | Maintains | Neutral | Get Alert |
| 01/05/2023 | DOCU | Buy Now | DocuSign | $82.61 | -33.42% | Rob Owens83% | $50 → $55 | Maintains | Neutral | Get Alert |
| 01/05/2023 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -60.69% | Rob Owens83% | $175 → $170 | Maintains | Overweight | Get Alert |
| 01/05/2023 | CFLT | Buy Now | Confluent | $21.31 | 40.78% | Rob Owens83% | $32 → $30 | Maintains | Overweight | Get Alert |
| 12/09/2022 | DOCU | Buy Now | DocuSign | $82.61 | -39.47% | Rob Owens83% | $54 → $50 | Upgrade | Underweight → Neutral | Get Alert |
| 12/07/2022 | S | Buy Now | SentinelOne | $18.99 | -10.48% | Rob Owens83% | $29 → $17 | Maintains | Neutral | Get Alert |
| 12/06/2022 | GTLB | Buy Now | GitLab | $48.16 | 24.58% | Rob Owens83% | $67 → $60 | Maintains | Overweight | Get Alert |
| 12/02/2022 | ZS | Buy Now | Zscaler | $228.88 | -36.65% | Rob Owens83% | $175 → $145 | Maintains | Neutral | Get Alert |
| 12/02/2022 | QLYS | Buy Now | Qualys | $125.71 | 9.78% | Rob Owens83% | → $138 | Initiates | → Neutral | Get Alert |
| 12/01/2022 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | $120 → $105 | Maintains | Overweight | Get Alert |
| 11/30/2022 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -59.54% | Rob Owens83% | $240 → $175 | Maintains | Overweight | Get Alert |
| 11/22/2022 | OKTA | Buy Now | Okta | $114.35 | -30.04% | Rob Owens83% | $125 → $80 | Maintains | Overweight | Get Alert |
| 11/10/2022 | JAMF | Buy Now | Jamf Holding | $11.57 | 193.86% | Rob Owens83% | $40 → $34 | Maintains | Overweight | Get Alert |
| 11/01/2022 | VRNS | Buy Now | Varonis Systems | $43.10 | -53.6% | Rob Owens83% | $37 → $20 | Downgrade | Overweight → Neutral | Get Alert |
| 10/26/2022 | TENB | Buy Now | Tenable Holdings | $30.62 | 79.62% | Rob Owens83% | $65 → $55 | Maintains | Overweight | Get Alert |
| 09/09/2022 | ZS | Buy Now | Zscaler | $228.88 | -23.54% | Rob Owens83% | $160 → $175 | Maintains | Neutral | Get Alert |
| 09/01/2022 | OKTA | Buy Now | Okta | $114.35 | 9.31% | Rob Owens83% | $130 → $125 | Maintains | Overweight | Get Alert |
| 08/31/2022 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -44.51% | Rob Owens83% | $230 → $240 | Maintains | Overweight | Get Alert |
| 08/26/2022 | ESTC | Buy Now | Elastic | $88.18 | 7.73% | Rob Owens83% | $85 → $95 | Maintains | Overweight | Get Alert |
| 08/23/2022 | PANW | Buy Now | Palo Alto Networks | $189.10 | 264.89% | Rob Owens83% | $108.33 → $115 | Maintains | Overweight | Get Alert |
| 08/02/2022 | VRNS | Buy Now | Varonis Systems | $43.10 | -14.15% | Rob Owens83% | $45 → $37 | Maintains | Overweight | Get Alert |
| 07/28/2022 | NOW | Buy Now | ServiceNow | $981.04 | -43.94% | Rob Owens83% | $600 → $550 | Maintains | Overweight | Get Alert |
| 07/21/2022 | DOCU | Buy Now | DocuSign | $82.61 | -34.63% | Rob Owens83% | $65 → $54 | Downgrade | Neutral → Underweight | Get Alert |
| 07/13/2022 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | $130 → $120 | Maintains | Overweight | Get Alert |
| 06/10/2022 | DOCU | Buy Now | DocuSign | $82.61 | -9.21% | Rob Owens83% | $100 → $75 | Maintains | Neutral | Get Alert |
| 06/07/2022 | GTLB | Buy Now | GitLab | $48.16 | 24.58% | Rob Owens83% | $75 → $60 | Maintains | Overweight | Get Alert |
| 06/03/2022 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -46.82% | Rob Owens83% | $250 → $230 | Maintains | Overweight | Get Alert |
| 06/03/2022 | OKTA | Buy Now | Okta | $114.35 | 31.18% | Rob Owens83% | $270 → $150 | Maintains | Overweight | Get Alert |
| 06/02/2022 | S | Buy Now | SentinelOne | $18.99 | 52.71% | Rob Owens83% | $35 → $29 | Maintains | Neutral | Get Alert |
| 06/02/2022 | ESTC | Buy Now | Elastic | $88.18 | -3.61% | Rob Owens83% | $155 → $85 | Maintains | Overweight | Get Alert |
| 05/26/2022 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | $150 → $130 | Maintains | Overweight | Get Alert |
| 05/25/2022 | NOW | Buy Now | ServiceNow | $981.04 | -38.84% | Rob Owens83% | $650 → $600 | Maintains | Overweight | Get Alert |
| 05/05/2022 | RPD | Buy Now | Rapid7 | $24.00 | 400% | Rob Owens83% | $140 → $120 | Maintains | Overweight | Get Alert |
| 04/12/2022 | SAIL | Buy Now | SailPoint Technologies | $17.11 | 279.89% | Rob Owens83% | → $65 | Downgrade | Overweight → Neutral | Get Alert |
| 03/21/2022 | CHKP | Buy Now | Check Point Software | $221.00 | -41.18% | Rob Owens83% | → $130 | Downgrade | Neutral → Underweight | Get Alert |
| 03/16/2022 | S | Buy Now | SentinelOne | $18.99 | 84.31% | Rob Owens83% | $50 → $35 | Maintains | Neutral | Get Alert |
| 03/11/2022 | DOCU | Buy Now | DocuSign | $82.61 | 21.05% | Rob Owens83% | $175 → $100 | Maintains | Neutral | Get Alert |
| 03/09/2022 | SUMO | Buy Now | Sumo Logic | — | — | Rob Owens83% | $15 → $12.5 | Maintains | Neutral | Get Alert |
| 03/02/2022 | JAMF | Buy Now | Jamf Holding | $11.57 | 332.15% | Rob Owens83% | $55 → $50 | Maintains | Overweight | Get Alert |
| 01/27/2022 | NOW | Buy Now | ServiceNow | $981.04 | — | Rob Owens83% | — | Upgrade | Neutral → Overweight | Get Alert |
| 01/06/2022 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | $160 → $150 | Maintains | Overweight | Get Alert |
| 01/06/2022 | GTLB | Buy Now | GitLab | $48.16 | 107.64% | Rob Owens83% | → $100 | Upgrade | Neutral → Overweight | Get Alert |
| 12/08/2021 | S | Buy Now | SentinelOne | $18.99 | 189.63% | Rob Owens83% | $65 → $55 | Maintains | Neutral | Get Alert |
| 12/03/2021 | DOCU | Buy Now | DocuSign | $82.61 | 142.1% | Rob Owens83% | $330 → $200 | Downgrade | Overweight → Neutral | Get Alert |
| 12/02/2021 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | $190 → $160 | Maintains | Overweight | Get Alert |
| 12/02/2021 | OKTA | Buy Now | Okta | $114.35 | 136.12% | Rob Owens83% | $250 → $270 | Upgrade | Neutral → Overweight | Get Alert |
| 10/11/2021 | FORG | Buy Now | ForgeRock | — | — | Rob Owens83% | → $38 | Initiates | → Overweight | Get Alert |
| 09/10/2021 | ZS | Buy Now | Zscaler | $228.88 | 24.52% | Rob Owens83% | $235 → $285 | Maintains | Neutral | Get Alert |
| 09/10/2021 | SUMO | Buy Now | Sumo Logic | — | — | Rob Owens83% | $24 → $20 | Downgrade | Overweight → Neutral | Get Alert |
| 08/26/2021 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | $175 → $190 | Maintains | Overweight | Get Alert |
| 08/24/2021 | PANW | Buy Now | Palo Alto Networks | $189.10 | 164.41% | Rob Owens83% | $75 → $83.33 | Maintains | Overweight | Get Alert |
| 07/26/2021 | S | Buy Now | SentinelOne | $18.99 | 152.76% | Rob Owens83% | → $48 | Initiates | → Neutral | Get Alert |
| 07/19/2021 | CFLT | Buy Now | Confluent | $21.31 | 134.63% | Rob Owens83% | → $50 | Initiates | → Overweight | Get Alert |
| 07/09/2021 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -35.26% | Rob Owens83% | $250 → $280 | Maintains | Overweight | Get Alert |
| 07/09/2021 | DOCU | Buy Now | DocuSign | $82.61 | 299.47% | Rob Owens83% | $300 → $330 | Maintains | Overweight | Get Alert |
| 07/09/2021 | ESTC | Buy Now | Elastic | $88.18 | 98.46% | Rob Owens83% | $165 → $175 | Maintains | Overweight | Get Alert |
| 07/09/2021 | FTNT | Buy Now | Fortinet | $104.50 | 153.59% | Rob Owens83% | $41 → $53 | Maintains | Neutral | Get Alert |
| 07/09/2021 | NOW | Buy Now | ServiceNow | $981.04 | -40.37% | Rob Owens83% | $550 → $585 | Maintains | Neutral | Get Alert |
| 07/09/2021 | RPD | Buy Now | Rapid7 | $24.00 | 358.33% | Rob Owens83% | $100 → $110 | Maintains | Overweight | Get Alert |
| 07/09/2021 | ZS | Buy Now | Zscaler | $228.88 | 2.67% | Rob Owens83% | $205 → $235 | Maintains | Neutral | Get Alert |
| 06/16/2021 | PANW | Buy Now | Palo Alto Networks | $189.10 | 137.97% | Rob Owens83% | $70.83 → $75 | Maintains | Overweight | Get Alert |
| 06/03/2021 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | $200 → $175 | Maintains | Overweight | Get Alert |
| 05/17/2021 | KNBE | Buy Now | KnowBe4 | — | — | Rob Owens83% | → $24 | Initiates | → Overweight | Get Alert |
| 03/10/2021 | FTNT | Buy Now | Fortinet | $104.50 | 67.46% | Rob Owens83% | $30 → $35 | Maintains | Neutral | Get Alert |
| 03/04/2021 | OKTA | Buy Now | Okta | $114.35 | 105.51% | Rob Owens83% | $250 → $235 | Maintains | Neutral | Get Alert |
| 03/03/2021 | RPD | Buy Now | Rapid7 | $24.00 | 316.67% | Rob Owens83% | → $100 | Upgrade | Neutral → Overweight | Get Alert |
| 02/23/2021 | PANW | Buy Now | Palo Alto Networks | $189.10 | 124.75% | Rob Owens83% | $66.67 → $70.83 | Maintains | Overweight | Get Alert |
| 01/05/2021 | FTNT | Buy Now | Fortinet | $104.50 | — | Rob Owens83% | — | Downgrade | Overweight → Neutral | Get Alert |
| 01/05/2021 | OKTA | Buy Now | Okta | $114.35 | — | Rob Owens83% | — | Downgrade | Overweight → Neutral | Get Alert |
| 01/05/2021 | RPD | Buy Now | Rapid7 | $24.00 | 295.83% | Rob Owens83% | → $95 | Downgrade | Overweight → Neutral | Get Alert |
| 01/05/2021 | DOCU | Buy Now | DocuSign | $82.61 | 263.15% | Rob Owens83% | $235 → $300 | Upgrade | Neutral → Overweight | Get Alert |
| 12/03/2020 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | $250 → $200 | Maintains | Overweight | Get Alert |
| 11/05/2020 | PING | Buy Now | Ping Identity Holding | — | — | Rob Owens83% | → $25 | Downgrade | Overweight → Neutral | Get Alert |
| 10/29/2020 | NOW | Buy Now | ServiceNow | $981.04 | -49.03% | Rob Owens83% | $430 → $500 | Maintains | Neutral | Get Alert |
| 10/27/2020 | VRNS | Buy Now | Varonis Systems | $43.10 | 224.83% | Rob Owens83% | $43.33 → $46.67 | Maintains | Overweight | Get Alert |
| 10/22/2020 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | $230 → $250 | Maintains | Overweight | Get Alert |
| 10/12/2020 | SUMO | Buy Now | Sumo Logic | — | — | Rob Owens83% | → $31 | Initiates | → Overweight | Get Alert |
| 09/28/2020 | TENB | Buy Now | Tenable Holdings | $30.62 | 46.96% | Rob Owens83% | → $45 | Initiates | → Overweight | Get Alert |
| 08/27/2020 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | $185 → $230 | Maintains | Overweight | Get Alert |
| 08/17/2020 | JAMF | Buy Now | Jamf Holding | $11.57 | — | Rob Owens83% | — | Initiates | → Overweight | Get Alert |
| 08/13/2020 | PING | Buy Now | Ping Identity Holding | — | — | Rob Owens83% | $32 → $35 | Maintains | Overweight | Get Alert |
| 07/30/2020 | NOW | Buy Now | ServiceNow | $981.04 | -56.17% | Rob Owens83% | $360 → $430 | Maintains | Neutral | Get Alert |
| 07/29/2020 | FEYE | Buy Now | FireEye | — | — | Rob Owens83% | $12 → $15 | Maintains | Neutral | Get Alert |
| 06/25/2020 | VRNS | Buy Now | Varonis Systems | $43.10 | 155.22% | Rob Owens83% | → $36.67 | Initiates | → Overweight | Get Alert |
| 06/16/2020 | FTNT | Buy Now | Fortinet | $104.50 | 39.71% | Rob Owens83% | $25 → $29.2 | Maintains | Overweight | Get Alert |
| 06/05/2020 | DOCU | Buy Now | DocuSign | $82.61 | 69.47% | Rob Owens83% | $90 → $140 | Maintains | Neutral | Get Alert |
| 06/03/2020 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -73.41% | Rob Owens83% | $70 → $115 | Maintains | Overweight | Get Alert |
| 05/27/2020 | PING | Buy Now | Ping Identity Holding | — | — | Rob Owens83% | → $32 | Initiates | → Overweight | Get Alert |
| 05/22/2020 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | $150 → $185 | Maintains | Overweight | Get Alert |
| 05/22/2020 | PANW | Buy Now | Palo Alto Networks | $189.10 | 48.07% | Rob Owens83% | $33.34 → $46.66 | Maintains | Overweight | Get Alert |
| 04/30/2020 | NOW | Buy Now | ServiceNow | $981.04 | -63.3% | Rob Owens83% | $310 → $360 | Downgrade | Overweight → Neutral | Get Alert |
| 03/23/2020 | PANW | Buy Now | Palo Alto Networks | $189.10 | 5.76% | Rob Owens83% | $40 → $33.34 | Upgrade | Neutral → Overweight | Get Alert |
| 03/23/2020 | CYBR | Buy Now | CyberArk Software | $354.00 | -68.93% | Rob Owens83% | $125 → $110 | Upgrade | Neutral → Overweight | Get Alert |
| 02/25/2020 | PANW | Buy Now | Palo Alto Networks | $189.10 | 26.92% | Rob Owens83% | $42.5 → $40 | Maintains | Neutral | Get Alert |
| 01/09/2020 | TUFN | Buy Now | Tufin Software | — | — | Rob Owens83% | $20 → $16 | Maintains | Neutral | Get Alert |
| 01/07/2020 | TUFN | Buy Now | Tufin Software | — | — | Rob Owens83% | → $20 | Assumes | → Neutral | Get Alert |
| 12/10/2019 | ZS | Buy Now | Zscaler | $228.88 | -75.97% | Rob Owens83% | → $55 | Assumes | Overweight → Neutral | Get Alert |
| 12/10/2019 | FEYE | Buy Now | FireEye | — | — | Rob Owens83% | → $19 | Assumes | Overweight → Neutral | Get Alert |
| 12/10/2019 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -83.82% | Rob Owens83% | → $70 | Assumes | → Overweight | Get Alert |
| 12/10/2019 | RPD | Buy Now | Rapid7 | $24.00 | 179.17% | Rob Owens83% | → $67 | Initiates | → Overweight | Get Alert |
| 11/08/2019 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | → $160 | Initiates | → Overweight | Get Alert |
| 11/08/2019 | SAIL | Buy Now | SailPoint Technologies | $17.11 | 75.34% | Rob Owens83% | → $30 | Initiates | → Overweight | Get Alert |
| 11/08/2019 | PANW | Buy Now | Palo Alto Networks | $189.10 | 42.78% | Rob Owens83% | → $45 | Initiates | → Neutral | Get Alert |
| 11/08/2019 | OKTA | Buy Now | Okta | $114.35 | 18.06% | Rob Owens83% | → $135 | Initiates | → Overweight | Get Alert |
| 11/08/2019 | NOW | Buy Now | ServiceNow | $981.04 | -68.91% | Rob Owens83% | → $305 | Initiates | → Overweight | Get Alert |
| 11/08/2019 | FTNT | Buy Now | Fortinet | $104.50 | 11% | Rob Owens83% | → $23.2 | Initiates | → Overweight | Get Alert |
| 11/08/2019 | DOCU | Buy Now | DocuSign | $82.61 | -9.21% | Rob Owens83% | → $75 | Initiates | → Neutral | Get Alert |
| 11/08/2019 | CYBR | Buy Now | CyberArk Software | $354.00 | -66.1% | Rob Owens83% | → $120 | Initiates | → Neutral | Get Alert |
| 09/11/2019 | ZS | Buy Now | Zscaler | $228.88 | -69.42% | Rob Owens83% | $82 → $70 | Maintains | Overweight | Get Alert |
| 09/05/2019 | PANW | Buy Now | Palo Alto Networks | $189.10 | 32.21% | Rob Owens83% | $46.66 → $41.66 | Maintains | Overweight | Get Alert |
| 08/29/2019 | OKTA | Buy Now | Okta | $114.35 | 39.92% | Rob Owens83% | $120 → $160 | Maintains | Overweight | Get Alert |
| 08/26/2019 | CBLK | Buy Now | Carbon Black | — | — | Rob Owens83% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 08/02/2019 | CBLK | Buy Now | Carbon Black | — | — | Rob Owens83% | $21 → $23 | Maintains | Overweight | Get Alert |
| 07/25/2019 | NOW | Buy Now | ServiceNow | $981.04 | -67.38% | Rob Owens83% | $270 → $320 | Maintains | Overweight | Get Alert |
| 07/08/2019 | CRWD | Buy Now | CrowdStrike Holdings | $432.50 | -82.66% | Rob Owens83% | → $75 | Initiates | → Overweight | Get Alert |
| 06/24/2019 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | → $160 | Assumes | → Overweight | Get Alert |
| 05/06/2019 | TUFN | Buy Now | Tufin Software | — | — | Rob Owens83% | → $25 | Initiates | → Overweight | Get Alert |
| 04/26/2019 | PFPT | Buy Now | Proofpoint | — | — | Rob Owens83% | $136 → $154 | Maintains | Overweight | Get Alert |
| 04/25/2019 | NOW | Buy Now | ServiceNow | $981.04 | -72.48% | Rob Owens83% | $250 → $270 | Maintains | Overweight | Get Alert |
| 04/15/2019 | RPD | Buy Now | Rapid7 | $24.00 | 150% | Rob Owens83% | $50 → $60 | Maintains | Overweight | Get Alert |
| 02/27/2019 | PANW | Buy Now | Palo Alto Networks | $189.10 | 48.07% | Rob Owens83% | $41.66 → $46.66 | Maintains | Overweight | Get Alert |
| 02/25/2019 | PFPT | Buy Now | Proofpoint | — | — | Rob Owens83% | $120 → $136 | Maintains | Overweight | Get Alert |
| 02/21/2019 | CBLK | Buy Now | Carbon Black | — | — | Rob Owens83% | $25 → $21 | Maintains | Overweight | Get Alert |
| 02/04/2019 | OKTA | Buy Now | Okta | $114.35 | — | Rob Owens83% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/31/2019 | NOW | Buy Now | ServiceNow | $981.04 | -74.52% | Rob Owens83% | $210 → $250 | Reinstates | Overweight → Overweight | Get Alert |
| 01/11/2019 | OKTA | Buy Now | Okta | $114.35 | -30.04% | Rob Owens83% | → $80 | Initiates | → Overweight | Get Alert |
| 01/11/2019 | ZS | Buy Now | Zscaler | $228.88 | -78.15% | Rob Owens83% | → $50 | Initiates | → Overweight | Get Alert |
| 10/29/2018 | PFPT | Buy Now | Proofpoint | — | — | Rob Owens83% | → $120 | Upgrade | Sector Weight → Overweight | Get Alert |
| 10/04/2018 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | $120 → $132 | Maintains | Overweight | Get Alert |
| 09/07/2018 | PANW | Buy Now | Palo Alto Networks | $189.10 | 45.43% | Rob Owens83% | $40.84 → $45.84 | Maintains | Overweight | Get Alert |
| 09/07/2018 | OKTA | Buy Now | Okta | $114.35 | -35.29% | Rob Owens83% | $65 → $74 | Maintains | Overweight | Get Alert |
| 08/09/2018 | SAIL | Buy Now | SailPoint Technologies | $17.11 | 87.03% | Rob Owens83% | $28 → $32 | Maintains | Overweight | Get Alert |
| 08/07/2018 | RPD | Buy Now | Rapid7 | $24.00 | 58.33% | Rob Owens83% | $35 → $38 | Maintains | Overweight | Get Alert |
| 07/26/2018 | NOW | Buy Now | ServiceNow | $981.04 | -78.59% | Rob Owens83% | $194 → $210 | Maintains | Overweight | Get Alert |
| 07/10/2018 | APTI | Buy Now | Apptio | — | — | Rob Owens83% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 06/07/2018 | OKTA | Buy Now | Okta | $114.35 | -43.16% | Rob Owens83% | $57 → $65 | Maintains | Overweight | Get Alert |
| 06/06/2018 | NEWR | Buy Now | New Relic | — | — | Rob Owens83% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 05/30/2018 | SAIL | Buy Now | SailPoint Technologies | $17.11 | 63.65% | Rob Owens83% | → $28 | Initiates | → Overweight | Get Alert |
| 05/29/2018 | CBLK | Buy Now | Carbon Black | — | — | Rob Owens83% | → $29 | Initiates | → Overweight | Get Alert |
| 05/24/2018 | OKTA | Buy Now | Okta | $114.35 | -50.15% | Rob Owens83% | $50 → $57 | Maintains | Overweight | Get Alert |
| 05/09/2018 | RPD | Buy Now | Rapid7 | $24.00 | 45.83% | Rob Owens83% | $30 → $35 | Maintains | Overweight | Get Alert |
| 03/19/2018 | FTNT | Buy Now | Fortinet | $104.50 | — | Rob Owens83% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 03/19/2018 | SAIL | Buy Now | SailPoint Technologies | $17.11 | 51.96% | Rob Owens83% | $22 → $26 | Maintains | Overweight | Get Alert |
| 03/19/2018 | OKTA | Buy Now | Okta | $114.35 | -56.27% | Rob Owens83% | $43 → $50 | Maintains | Overweight | Get Alert |
| 03/19/2018 | NOW | Buy Now | ServiceNow | $981.04 | -80.23% | Rob Owens83% | $165 → $194 | Maintains | Overweight | Get Alert |
| 03/19/2018 | NEWR | Buy Now | New Relic | — | — | Rob Owens83% | $70 → $86 | Maintains | Overweight | Get Alert |
| 03/19/2018 | APTI | Buy Now | Apptio | — | — | Rob Owens83% | $30 → $35 | Maintains | Overweight | Get Alert |
| 02/27/2018 | PANW | Buy Now | Palo Alto Networks | $189.10 | 11.05% | Rob Owens83% | $31.66 → $35 | Maintains | Overweight | Get Alert |
| 02/22/2018 | OKTA | Buy Now | Okta | $114.35 | -62.4% | Rob Owens83% | $35 → $43 | Maintains | Overweight | Get Alert |
| 02/22/2018 | SAIL | Buy Now | SailPoint Technologies | $17.11 | 28.58% | Rob Owens83% | $19 → $22 | Maintains | Overweight | Get Alert |
| 02/05/2018 | PANW | Buy Now | Palo Alto Networks | $189.10 | 0.48% | Rob Owens83% | $28.34 → $31.66 | Maintains | Overweight | Get Alert |
| 02/01/2018 | NOW | Buy Now | ServiceNow | $981.04 | -83.18% | Rob Owens83% | $150 → $165 | Maintains | Overweight | Get Alert |
| 01/30/2018 | RPD | Buy Now | Rapid7 | $24.00 | 25% | Rob Owens83% | $25 → $30 | Maintains | Overweight | Get Alert |
| 12/12/2017 | SAIL | Buy Now | SailPoint Technologies | $17.11 | 11.05% | Rob Owens83% | → $19 | Initiates | → Overweight | Get Alert |
| 11/29/2017 | CUDA | Buy Now | Barracuda Networks | — | — | Rob Owens83% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 11/21/2017 | FSCT | Buy Now | ForeScout Technologies | — | — | Rob Owens83% | → $34 | Initiates | → Overweight | Get Alert |
| 11/17/2017 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | $70 → $80 | Maintains | Overweight | Get Alert |
| 11/08/2017 | NEWR | Buy Now | New Relic | — | — | Rob Owens83% | $52 → $57 | Maintains | Overweight | Get Alert |
| 10/26/2017 | NOW | Buy Now | ServiceNow | $981.04 | -84.71% | Rob Owens83% | $125 → $150 | Maintains | Overweight | Get Alert |
| 09/19/2017 | NEWR | Buy Now | New Relic | — | — | Rob Owens83% | → $52 | Reinstates | → Overweight | Get Alert |
| 05/02/2017 | OKTA | Buy Now | Okta | $114.35 | -72.02% | Rob Owens83% | → $32 | Initiates | → Overweight | Get Alert |
| 02/03/2017 | FTNT | Buy Now | Fortinet | $104.50 | — | Rob Owens83% | — | Upgrade | Neutral → Overweight | Get Alert |
| 10/14/2016 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | — | Initiates | → Overweight | Get Alert |
| 01/20/2016 | FTNT | Buy Now | Fortinet | $104.50 | — | Rob Owens83% | — | Downgrade | Overweight → Neutral | Get Alert |
| 09/10/2015 | PANW | Buy Now | Palo Alto Networks | $189.10 | 5.76% | Rob Owens83% | $30.84 → $33.34 | Maintains | Overweight | Get Alert |
| 08/12/2015 | CYBR | Buy Now | CyberArk Software | $354.00 | -83.62% | Rob Owens83% | $54 → $58 | Maintains | Neutral | Get Alert |
| 04/07/2015 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | → $77 | Upgrade | Neutral → Overweight | Get Alert |
| 03/06/2015 | CYBR | Buy Now | CyberArk Software | $354.00 | -84.75% | Rob Owens83% | → $54 | Initiates | → Neutral | Get Alert |
| 12/12/2014 | SPLK | Buy Now | Splunk | — | — | Rob Owens83% | → $65 | Assumes | → Neutral | Get Alert |
| 10/03/2014 | PANW | Buy Now | Palo Alto Networks | $189.10 | -36.54% | Rob Owens83% | $18.34 → $20 | Maintains | Overweight | Get Alert |
| 08/12/2014 | PANW | Buy Now | Palo Alto Networks | $189.10 | -47.12% | Rob Owens83% | → $16.66 | Initiates | → Overweight | Get Alert |
| 08/12/2014 | FTNT | Buy Now | Fortinet | $104.50 | -70.33% | Rob Owens83% | → $6.2 | Initiates | → Overweight | Get Alert |
