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Matthew Hedberg's Stock Ratings
RBC Capital Analyst
Matthew Hedberg is an analyst at RBC Capital. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 05/01/2025
Overall Average Return
15.1%
Smart Score
Overall Average Return Percentile
67th
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 01/31/2025 | NTCT | Buy Now | NetScout Systems | $21.00 | 19.05% | Matthew Hedberg75% | $22 → $25 | Maintains | Sector Perform | Get Alert |
| 11/27/2024 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -15.68% | Matthew Hedberg75% | $370 → $365 | Maintains | Outperform | Get Alert |
| 11/27/2024 | PD | Buy Now | PagerDuty | $15.51 | 54.74% | Matthew Hedberg75% | $22 → $24 | Maintains | Outperform | Get Alert |
| 11/22/2024 | ESTC | Buy Now | Elastic | $88.10 | 47.56% | Matthew Hedberg75% | $110 → $130 | Maintains | Outperform | Get Alert |
| 11/21/2024 | SNOW | Buy Now | Snowflake | $167.50 | 12.24% | Matthew Hedberg75% | $175 → $188 | Maintains | Outperform | Get Alert |
| 11/21/2024 | NABL | Buy Now | N-able | $7.06 | 112.46% | Matthew Hedberg75% | $15 → $15 | Reiterates | Outperform → Outperform | Get Alert |
| 11/21/2024 | PANW | Buy Now | Palo Alto Networks | $188.80 | 138.35% | Matthew Hedberg75% | $225 → $225 | Reiterates | Outperform → Outperform | Get Alert |
| 11/14/2024 | CYBR | Buy Now | CyberArk Software | $354.00 | 1.13% | Matthew Hedberg75% | $328 → $358 | Maintains | Outperform | Get Alert |
| 11/13/2024 | EVCM | Buy Now | EverCommerce | $9.76 | 43.44% | Matthew Hedberg75% | $12 → $14 | Maintains | Outperform | Get Alert |
| 11/07/2024 | PTC | Buy Now | PTC | $155.00 | 48.39% | Matthew Hedberg75% | $202 → $230 | Maintains | Outperform | Get Alert |
| 11/06/2024 | XMTR | Buy Now | Xometry | $25.94 | 4.09% | Matthew Hedberg75% | $23 → $27 | Maintains | Sector Perform | Get Alert |
| 11/06/2024 | QLYS | Buy Now | Qualys | $125.71 | 28.87% | Matthew Hedberg75% | $150 → $162 | Maintains | Sector Perform | Get Alert |
| 11/05/2024 | TDC | Buy Now | Teradata | $21.50 | 48.84% | Matthew Hedberg75% | $32 → $32 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 10/31/2024 | CFLT | Buy Now | Confluent | $21.39 | 54.28% | Matthew Hedberg75% | $26 → $33 | Maintains | Outperform | Get Alert |
| 10/31/2024 | ALTR | Buy Now | Altair Engineering | — | — | Matthew Hedberg75% | $90 → $113 | Maintains | Sector Perform | Get Alert |
| 10/30/2024 | VRNS | Buy Now | Varonis Systems | $43.10 | 50.81% | Matthew Hedberg75% | $65 → $65 | Reiterates | Outperform → Outperform | Get Alert |
| 10/30/2024 | CHKP | Buy Now | Check Point Software | $221.00 | -15.38% | Matthew Hedberg75% | $187 → $187 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 10/29/2024 | FFIV | Buy Now | F5 | $265.50 | -9.6% | Matthew Hedberg75% | $205 → $240 | Maintains | Sector Perform | Get Alert |
| 10/24/2024 | NOW | Buy Now | ServiceNow | $984.85 | 6.11% | Matthew Hedberg75% | $985 → $1045 | Maintains | Outperform | Get Alert |
| 10/23/2024 | ALTR | Buy Now | Altair Engineering | — | — | Matthew Hedberg75% | $90 → $90 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 10/17/2024 | OKTA | Buy Now | Okta | $114.35 | -11.67% | Matthew Hedberg75% | $125 → $101 | Maintains | Outperform | Get Alert |
| 09/27/2024 | MGNI | Buy Now | Magnite | $12.11 | 56.9% | Matthew Hedberg75% | $19 → $19 | Reiterates | Outperform → Outperform | Get Alert |
| 09/20/2024 | CYBR | Buy Now | CyberArk Software | $354.00 | -7.34% | Matthew Hedberg75% | → $328 | Initiates | → Outperform | Get Alert |
| 09/20/2024 | RPD | Buy Now | Rapid7 | $24.00 | 66.67% | Matthew Hedberg75% | $50 → $40 | Downgrade | Outperform → Sector Perform | Get Alert |
| 09/06/2024 | PATH | Buy Now | UiPath | $12.17 | 31.47% | Matthew Hedberg75% | $16 → $16 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 09/06/2024 | IOT | Buy Now | Samsara | $40.41 | 21.26% | Matthew Hedberg75% | $47 → $49 | Maintains | Outperform | Get Alert |
| 09/05/2024 | BASE | Buy Now | Couchbase | $17.80 | 40.45% | Matthew Hedberg75% | $25 → $25 | Reiterates | Outperform → Outperform | Get Alert |
| 09/04/2024 | PD | Buy Now | PagerDuty | $15.51 | 41.84% | Matthew Hedberg75% | $27 → $22 | Maintains | Outperform | Get Alert |
| 09/04/2024 | ZS | Buy Now | Zscaler | $228.88 | 0.49% | Matthew Hedberg75% | $230 → $230 | Reiterates | Outperform → Outperform | Get Alert |
| 09/04/2024 | GTLB | Buy Now | GitLab | $48.55 | 23.58% | Matthew Hedberg75% | $55 → $60 | Maintains | Outperform | Get Alert |
| 08/30/2024 | ESTC | Buy Now | Elastic | $88.10 | 24.86% | Matthew Hedberg75% | $135 → $110 | Maintains | Outperform | Get Alert |
| 08/30/2024 | ADSK | Buy Now | Autodesk | $277.56 | 12.77% | Matthew Hedberg75% | $290 → $313 | Maintains | Outperform | Get Alert |
| 08/29/2024 | NTNX | Buy Now | Nutanix | $69.60 | 7.76% | Matthew Hedberg75% | $70 → $75 | Maintains | Outperform | Get Alert |
| 08/29/2024 | OKTA | Buy Now | Okta | $114.35 | 9.31% | Matthew Hedberg75% | $125 → $125 | Reiterates | Outperform → Outperform | Get Alert |
| 08/29/2024 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -22.61% | Matthew Hedberg75% | $345 → $335 | Maintains | Outperform | Get Alert |
| 08/20/2024 | PANW | Buy Now | Palo Alto Networks | $188.80 | 117.16% | Matthew Hedberg75% | $195 → $205 | Maintains | Outperform | Get Alert |
| 08/09/2024 | TTD | Buy Now | Trade Desk | $54.91 | 118.54% | Matthew Hedberg75% | $110 → $120 | Maintains | Outperform | Get Alert |
| 08/09/2024 | DDOG | Buy Now | Datadog | $107.39 | 40.61% | Matthew Hedberg75% | $151 → $151 | Reiterates | Outperform → Outperform | Get Alert |
| 08/07/2024 | RPD | Buy Now | Rapid7 | $24.00 | 108.33% | Matthew Hedberg75% | $50 → $50 | Reiterates | Outperform → Outperform | Get Alert |
| 08/07/2024 | QLYS | Buy Now | Qualys | $125.71 | 19.32% | Matthew Hedberg75% | $180 → $150 | Maintains | Sector Perform | Get Alert |
| 08/07/2024 | BSY | Buy Now | Bentley Systems | $43.39 | 40.59% | Matthew Hedberg75% | $61 → $61 | Reiterates | Outperform → Outperform | Get Alert |
| 08/06/2024 | TDC | Buy Now | Teradata | $21.50 | 48.84% | Matthew Hedberg75% | $40 → $32 | Maintains | Sector Perform | Get Alert |
| 08/02/2024 | GEN | Buy Now | Gen Digital | $26.40 | 6.06% | Matthew Hedberg75% | $25 → $28 | Maintains | Sector Perform | Get Alert |
| 08/02/2024 | NET | Buy Now | Cloudflare | $125.81 | -21.31% | Matthew Hedberg75% | $90 → $99 | Maintains | Outperform | Get Alert |
| 08/01/2024 | OLO | Buy Now | Olo | $6.29 | 27.19% | Matthew Hedberg75% | $7 → $8 | Maintains | Outperform | Get Alert |
| 08/01/2024 | PTC | Buy Now | PTC | $155.00 | 30.32% | Matthew Hedberg75% | $202 → $202 | Reiterates | Outperform → Outperform | Get Alert |
| 08/01/2024 | CFLT | Buy Now | Confluent | $21.39 | 40.25% | Matthew Hedberg75% | $35 → $30 | Maintains | Outperform | Get Alert |
| 07/31/2024 | INFA | Buy Now | Informatica | $19.00 | 84.21% | Matthew Hedberg75% | $35 → $35 | Reiterates | Outperform → Outperform | Get Alert |
| 07/30/2024 | VRNS | Buy Now | Varonis Systems | $43.10 | 50.81% | Matthew Hedberg75% | $58 → $65 | Maintains | Outperform | Get Alert |
| 07/30/2024 | FFIV | Buy Now | F5 | $265.50 | -22.79% | Matthew Hedberg75% | $182 → $205 | Maintains | Sector Perform | Get Alert |
| 07/26/2024 | NTCT | Buy Now | NetScout Systems | $21.00 | 4.76% | Matthew Hedberg75% | $22 → $22 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 07/25/2024 | NOW | Buy Now | ServiceNow | $984.85 | -10.65% | Matthew Hedberg75% | $850 → $880 | Maintains | Outperform | Get Alert |
| 07/25/2024 | CHKP | Buy Now | Check Point Software | $221.00 | -15.38% | Matthew Hedberg75% | $165 → $187 | Maintains | Sector Perform | Get Alert |
| 07/22/2024 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -12.22% | Matthew Hedberg75% | $420 → $380 | Maintains | Outperform | Get Alert |
| 07/18/2024 | GTLB | Buy Now | GitLab | $48.55 | 33.88% | Matthew Hedberg75% | $65 → $65 | Reiterates | Outperform → Outperform | Get Alert |
| 07/01/2024 | IOT | Buy Now | Samsara | $40.41 | 16.31% | Matthew Hedberg75% | $47 → $47 | Reiterates | Outperform → Outperform | Get Alert |
| 06/28/2024 | GTLB | Buy Now | GitLab | $48.55 | 33.88% | Matthew Hedberg75% | $65 → $65 | Reiterates | Outperform → Outperform | Get Alert |
| 06/26/2024 | IOT | Buy Now | Samsara | $40.41 | 16.31% | Matthew Hedberg75% | $47 → $47 | Reiterates | Outperform → Outperform | Get Alert |
| 06/18/2024 | ADSK | Buy Now | Autodesk | $277.56 | -6.33% | Matthew Hedberg75% | $260 → $260 | Reiterates | Outperform → Outperform | Get Alert |
| 06/17/2024 | OKTA | Buy Now | Okta | $114.35 | 9.31% | Matthew Hedberg75% | $125 → $125 | Reiterates | Outperform → Outperform | Get Alert |
| 06/14/2024 | ADBE | Buy Now | Adobe | $378.41 | 58.56% | Matthew Hedberg75% | $600 → $600 | Reiterates | Outperform → Outperform | Get Alert |
| 06/12/2024 | ADSK | Buy Now | Autodesk | $277.56 | -6.33% | Matthew Hedberg75% | $260 → $260 | Reiterates | Outperform → Outperform | Get Alert |
| 06/07/2024 | IOT | Buy Now | Samsara | $40.41 | 16.31% | Matthew Hedberg75% | $47 → $47 | Reiterates | Outperform → Outperform | Get Alert |
| 06/06/2024 | BASE | Buy Now | Couchbase | $17.80 | 74.16% | Matthew Hedberg75% | $35 → $31 | Maintains | Outperform | Get Alert |
| 06/05/2024 | ADBE | Buy Now | Adobe | $378.41 | 58.56% | Matthew Hedberg75% | $630 → $600 | Maintains | Outperform | Get Alert |
| 06/05/2024 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -2.98% | Matthew Hedberg75% | $420 → $420 | Reiterates | Outperform → Outperform | Get Alert |
| 06/05/2024 | MGNI | Buy Now | Magnite | $12.11 | 56.9% | Matthew Hedberg75% | $17 → $19 | Maintains | Outperform | Get Alert |
| 06/05/2024 | SNOW | Buy Now | Snowflake | $167.50 | 9.25% | Matthew Hedberg75% | $226 → $183 | Maintains | Outperform | Get Alert |
| 06/04/2024 | GTLB | Buy Now | GitLab | $48.55 | 33.88% | Matthew Hedberg75% | $74 → $65 | Maintains | Outperform | Get Alert |
| 06/04/2024 | CFLT | Buy Now | Confluent | $21.39 | 87% | Matthew Hedberg75% | $40 → $40 | Reiterates | Outperform → Outperform | Get Alert |
| 05/31/2024 | NET | Buy Now | Cloudflare | $125.81 | -28.46% | Matthew Hedberg75% | $108 → $90 | Maintains | Outperform | Get Alert |
| 05/31/2024 | ZS | Buy Now | Zscaler | $228.88 | 0.49% | Matthew Hedberg75% | $215 → $230 | Maintains | Outperform | Get Alert |
| 05/24/2024 | PANW | Buy Now | Palo Alto Networks | $188.80 | 90.68% | Matthew Hedberg75% | $180 → $180 | Reiterates | Outperform → Outperform | Get Alert |
| 05/23/2024 | INFA | Buy Now | Informatica | $19.00 | 115.79% | Matthew Hedberg75% | $41 → $41 | Reiterates | Outperform → Outperform | Get Alert |
| 05/23/2024 | SNOW | Buy Now | Snowflake | $167.50 | 34.93% | Matthew Hedberg75% | $220 → $226 | Maintains | Outperform | Get Alert |
| 05/21/2024 | PANW | Buy Now | Palo Alto Networks | $188.80 | 90.68% | Matthew Hedberg75% | $182.5 → $180 | Maintains | Outperform | Get Alert |
| 05/20/2024 | SNOW | Buy Now | Snowflake | $167.50 | 31.34% | Matthew Hedberg75% | $246 → $220 | Maintains | Outperform | Get Alert |
| 05/16/2024 | DT | Buy Now | Dynatrace | $47.23 | 27.04% | Matthew Hedberg75% | $66 → $60 | Maintains | Outperform | Get Alert |
| 05/09/2024 | JAMF | Buy Now | Jamf Holding | $11.57 | 98.79% | Matthew Hedberg75% | $21 → $23 | Maintains | Outperform | Get Alert |
| 05/09/2024 | TTD | Buy Now | Trade Desk | $54.91 | 100.33% | Matthew Hedberg75% | $105 → $110 | Maintains | Outperform | Get Alert |
| 05/08/2024 | CFLT | Buy Now | Confluent | $21.39 | 87% | Matthew Hedberg75% | $37 → $40 | Maintains | Outperform | Get Alert |
| 05/08/2024 | RPD | Buy Now | Rapid7 | $24.00 | 137.5% | Matthew Hedberg75% | $70 → $57 | Maintains | Outperform | Get Alert |
| 05/07/2024 | TDC | Buy Now | Teradata | $21.50 | 104.65% | Matthew Hedberg75% | $48 → $44 | Maintains | Sector Perform | Get Alert |
| 05/07/2024 | VRNS | Buy Now | Varonis Systems | $43.10 | 34.57% | Matthew Hedberg75% | $56 → $58 | Maintains | Outperform | Get Alert |
| 05/02/2024 | QTWO | Buy Now | Q2 Holdings | $79.25 | -24.29% | Matthew Hedberg75% | $46 → $60 | Maintains | Sector Perform | Get Alert |
| 04/30/2024 | FFIV | Buy Now | F5 | $265.50 | -31.45% | Matthew Hedberg75% | $204 → $182 | Maintains | Sector Perform | Get Alert |
| 04/15/2024 | INFA | Buy Now | Informatica | $19.00 | 115.79% | Matthew Hedberg75% | $41 → $41 | Reiterates | Outperform → Outperform | Get Alert |
| 04/01/2024 | PATH | Buy Now | UiPath | $12.17 | 138.29% | Matthew Hedberg75% | $29 → $29 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 04/01/2024 | ADSK | Buy Now | Autodesk | $277.56 | 15.29% | Matthew Hedberg75% | $320 → $320 | Reiterates | Outperform → Outperform | Get Alert |
| 03/27/2024 | ADBE | Buy Now | Adobe | $378.41 | 66.49% | Matthew Hedberg75% | → $630 | Reiterates | Outperform → Outperform | Get Alert |
| 03/21/2024 | ALTR | Buy Now | Altair Engineering | — | — | Matthew Hedberg75% | $90 → $90 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 03/20/2024 | PATH | Buy Now | UiPath | $12.17 | 138.29% | Matthew Hedberg75% | $29 → $29 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 03/15/2024 | VRNS | Buy Now | Varonis Systems | $43.10 | 29.93% | Matthew Hedberg75% | $56 → $56 | Reiterates | Outperform → Outperform | Get Alert |
| 03/15/2024 | EVCM | Buy Now | EverCommerce | $9.76 | 12.7% | Matthew Hedberg75% | $12 → $11 | Maintains | Outperform | Get Alert |
| 03/15/2024 | ADBE | Buy Now | Adobe | $378.41 | 66.49% | Matthew Hedberg75% | $650 → $630 | Maintains | Outperform | Get Alert |
| 03/14/2024 | JAMF | Buy Now | Jamf Holding | $11.57 | 81.5% | Matthew Hedberg75% | $21 → $21 | Reiterates | Outperform → Outperform | Get Alert |
| 03/14/2024 | PATH | Buy Now | UiPath | $12.17 | 138.29% | Matthew Hedberg75% | $27 → $29 | Maintains | Sector Perform | Get Alert |
| 03/08/2024 | IOT | Buy Now | Samsara | $40.41 | 16.31% | Matthew Hedberg75% | $40 → $47 | Maintains | Outperform | Get Alert |
| 03/07/2024 | MGNI | Buy Now | Magnite | $12.11 | 23.86% | Matthew Hedberg75% | $15 → $15 | Reiterates | Outperform → Outperform | Get Alert |
| 03/06/2024 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -2.98% | Matthew Hedberg75% | $357 → $420 | Maintains | Outperform | Get Alert |
| 03/06/2024 | BASE | Buy Now | Couchbase | $17.80 | 96.63% | Matthew Hedberg75% | $32 → $35 | Maintains | Outperform | Get Alert |
| 03/05/2024 | GTLB | Buy Now | GitLab | $48.55 | 64.78% | Matthew Hedberg75% | $80 → $80 | Reiterates | Outperform → Outperform | Get Alert |
| 03/01/2024 | ADSK | Buy Now | Autodesk | $277.56 | 15.29% | Matthew Hedberg75% | $290 → $320 | Maintains | Outperform | Get Alert |
| 03/01/2024 | XMTR | Buy Now | Xometry | $25.94 | -11.33% | Matthew Hedberg75% | $38 → $23 | Maintains | Sector Perform | Get Alert |
| 02/29/2024 | SNOW | Buy Now | Snowflake | $167.50 | 46.87% | Matthew Hedberg75% | $255 → $246 | Maintains | Outperform | Get Alert |
| 02/29/2024 | OKTA | Buy Now | Okta | $114.35 | 9.31% | Matthew Hedberg75% | $95 → $125 | Maintains | Outperform | Get Alert |
| 02/29/2024 | NTNX | Buy Now | Nutanix | $69.60 | 3.45% | Matthew Hedberg75% | $68 → $72 | Maintains | Outperform | Get Alert |
| 02/29/2024 | MGNI | Buy Now | Magnite | $12.11 | 23.86% | Matthew Hedberg75% | $13 → $15 | Maintains | Outperform | Get Alert |
| 02/28/2024 | BSY | Buy Now | Bentley Systems | $43.39 | 40.59% | Matthew Hedberg75% | $61 → $61 | Reiterates | Outperform → Outperform | Get Alert |
| 02/28/2024 | JAMF | Buy Now | Jamf Holding | $11.57 | 81.5% | Matthew Hedberg75% | $22 → $21 | Maintains | Outperform | Get Alert |
| 02/23/2024 | ALTR | Buy Now | Altair Engineering | — | — | Matthew Hedberg75% | $90 → $90 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 02/23/2024 | NABL | Buy Now | N-able | $7.06 | 140.79% | Matthew Hedberg75% | $16 → $17 | Maintains | Outperform | Get Alert |
| 02/21/2024 | PANW | Buy Now | Palo Alto Networks | $188.80 | 93.33% | Matthew Hedberg75% | $210 → $182.5 | Maintains | Outperform | Get Alert |
| 02/16/2024 | DDOG | Buy Now | Datadog | $107.39 | 40.61% | Matthew Hedberg75% | $151 → $151 | Reiterates | Outperform → Outperform | Get Alert |
| 02/16/2024 | TTD | Buy Now | Trade Desk | $54.91 | 91.22% | Matthew Hedberg75% | $90 → $105 | Maintains | Outperform | Get Alert |
| 02/14/2024 | DDOG | Buy Now | Datadog | $107.39 | 40.61% | Matthew Hedberg75% | $145 → $151 | Maintains | Outperform | Get Alert |
| 02/14/2024 | CFLT | Buy Now | Confluent | $21.39 | 72.98% | Matthew Hedberg75% | $35 → $37 | Maintains | Outperform | Get Alert |
| 02/13/2024 | TDC | Buy Now | Teradata | $21.50 | 123.26% | Matthew Hedberg75% | $59 → $48 | Maintains | Sector Perform | Get Alert |
| 02/09/2024 | FFIV | Buy Now | F5 | $265.50 | -23.16% | Matthew Hedberg75% | $204 → $204 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 02/09/2024 | DT | Buy Now | Dynatrace | $47.23 | 39.74% | Matthew Hedberg75% | $66 → $66 | Reiterates | Outperform → Outperform | Get Alert |
| 02/09/2024 | SWI | Buy Now | SolarWinds | — | — | Matthew Hedberg75% | $13 → $15 | Maintains | Sector Perform | Get Alert |
| 02/09/2024 | NET | Buy Now | Cloudflare | $125.81 | -14.16% | Matthew Hedberg75% | $95 → $108 | Maintains | Outperform | Get Alert |
| 02/08/2024 | RPD | Buy Now | Rapid7 | $24.00 | 191.67% | Matthew Hedberg75% | $70 → $70 | Reiterates | Outperform → Outperform | Get Alert |
| 02/08/2024 | QLYS | Buy Now | Qualys | $125.71 | 43.19% | Matthew Hedberg75% | $212 → $180 | Maintains | Sector Perform | Get Alert |
| 02/08/2024 | CFLT | Buy Now | Confluent | $21.39 | 63.63% | Matthew Hedberg75% | $30 → $35 | Maintains | Outperform | Get Alert |
| 02/07/2024 | CHKP | Buy Now | Check Point Software | $221.00 | -25.34% | Matthew Hedberg75% | $159 → $165 | Maintains | Sector Perform | Get Alert |
| 02/06/2024 | VRNS | Buy Now | Varonis Systems | $43.10 | 29.93% | Matthew Hedberg75% | $52 → $56 | Maintains | Outperform | Get Alert |
| 02/02/2024 | GEN | Buy Now | Gen Digital | $26.40 | -5.3% | Matthew Hedberg75% | $25 → $25 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 02/01/2024 | PTC | Buy Now | PTC | $155.00 | 30.32% | Matthew Hedberg75% | $202 → $202 | Reiterates | Outperform → Outperform | Get Alert |
| 01/30/2024 | FFIV | Buy Now | F5 | $265.50 | -23.16% | Matthew Hedberg75% | $185 → $204 | Maintains | Sector Perform | Get Alert |
| 01/25/2024 | NOW | Buy Now | ServiceNow | $984.85 | -13.69% | Matthew Hedberg75% | $840 → $850 | Maintains | Outperform | Get Alert |
| 01/05/2024 | SNOW | Buy Now | Snowflake | $167.50 | 37.31% | Matthew Hedberg75% | → $230 | Initiates | → Outperform | Get Alert |
| 12/07/2023 | BASE | Buy Now | Couchbase | $17.80 | 46.07% | Matthew Hedberg75% | $25 → $26 | Maintains | Outperform | Get Alert |
| 12/06/2023 | GTLB | Buy Now | GitLab | $48.55 | 44.18% | Matthew Hedberg75% | $62 → $70 | Maintains | Outperform | Get Alert |
| 12/05/2023 | GTLB | Buy Now | GitLab | $48.55 | 44.18% | Matthew Hedberg75% | $62 → $70 | Maintains | Outperform | Get Alert |
| 12/04/2023 | VRNS | Buy Now | Varonis Systems | $43.10 | 20.65% | Matthew Hedberg75% | $40 → $52 | Maintains | Outperform | Get Alert |
| 12/01/2023 | PATH | Buy Now | UiPath | $12.17 | 97.21% | Matthew Hedberg75% | $19 → $24 | Maintains | Sector Perform | Get Alert |
| 12/01/2023 | IOT | Buy Now | Samsara | $40.41 | -13.39% | Matthew Hedberg75% | $34 → $35 | Maintains | Outperform | Get Alert |
| 12/01/2023 | PD | Buy Now | PagerDuty | $15.51 | 99.87% | Matthew Hedberg75% | $32 → $31 | Maintains | Outperform | Get Alert |
| 12/01/2023 | ESTC | Buy Now | Elastic | $88.10 | 21.45% | Matthew Hedberg75% | $87 → $107 | Maintains | Outperform | Get Alert |
| 11/30/2023 | OKTA | Buy Now | Okta | $114.35 | -16.92% | Matthew Hedberg75% | $100 → $95 | Maintains | Outperform | Get Alert |
| 11/30/2023 | NTNX | Buy Now | Nutanix | $69.60 | -22.41% | Matthew Hedberg75% | $47 → $54 | Maintains | Outperform | Get Alert |
| 11/28/2023 | ZS | Buy Now | Zscaler | $228.88 | -3.88% | Matthew Hedberg75% | → $220 | Reiterates | Outperform → Outperform | Get Alert |
| 11/22/2023 | ADSK | Buy Now | Autodesk | $277.56 | -9.93% | Matthew Hedberg75% | $260 → $250 | Maintains | Outperform | Get Alert |
| 11/16/2023 | PANW | Buy Now | Palo Alto Networks | $188.80 | 48.83% | Matthew Hedberg75% | → $140.5 | Reiterates | Outperform → Outperform | Get Alert |
| 11/10/2023 | XMTR | Buy Now | Xometry | $25.94 | -22.9% | Matthew Hedberg75% | $21 → $20 | Maintains | Sector Perform | Get Alert |
| 11/10/2023 | TTD | Buy Now | Trade Desk | $54.91 | 63.9% | Matthew Hedberg75% | $100 → $90 | Maintains | Outperform | Get Alert |
| 11/09/2023 | NOW | Buy Now | ServiceNow | $984.85 | -30.95% | Matthew Hedberg75% | $665 → $680 | Maintains | Outperform | Get Alert |
| 11/09/2023 | MGNI | Buy Now | Magnite | $12.11 | 7.35% | Matthew Hedberg75% | $15 → $13 | Maintains | Outperform | Get Alert |
| 11/09/2023 | JAMF | Buy Now | Jamf Holding | $11.57 | 90.15% | Matthew Hedberg75% | $24 → $22 | Maintains | Outperform | Get Alert |
| 11/08/2023 | PWSC | Buy Now | PowerSchool Holdings | — | — | Matthew Hedberg75% | $29 → $27 | Maintains | Outperform | Get Alert |
| 11/08/2023 | GEN | Buy Now | Gen Digital | $26.40 | -16.67% | Matthew Hedberg75% | $21 → $22 | Maintains | Sector Perform | Get Alert |
| 11/08/2023 | DDOG | Buy Now | Datadog | $107.39 | 11.74% | Matthew Hedberg75% | $103 → $120 | Maintains | Outperform | Get Alert |
| 11/08/2023 | BSY | Buy Now | Bentley Systems | $43.39 | 40.59% | Matthew Hedberg75% | $59 → $61 | Maintains | Outperform | Get Alert |
| 11/07/2023 | OLO | Buy Now | Olo | $6.29 | 43.08% | Matthew Hedberg75% | $11 → $9 | Maintains | Outperform | Get Alert |
| 11/07/2023 | EVCM | Buy Now | EverCommerce | $9.76 | 22.95% | Matthew Hedberg75% | $14 → $12 | Maintains | Outperform | Get Alert |
| 11/06/2023 | CFLT | Buy Now | Confluent | $21.39 | 2.85% | Matthew Hedberg75% | → $22 | Initiates | → Outperform | Get Alert |
| 11/03/2023 | NET | Buy Now | Cloudflare | $125.81 | -48.33% | Matthew Hedberg75% | $70 → $65 | Maintains | Outperform | Get Alert |
| 11/03/2023 | ANSS | Buy Now | Ansys | $310.00 | -6.45% | Matthew Hedberg75% | $310 → $290 | Maintains | Sector Perform | Get Alert |
| 10/25/2023 | FFIV | Buy Now | F5 | $265.50 | -39.74% | Matthew Hedberg75% | $173 → $160 | Maintains | Sector Perform | Get Alert |
| 10/11/2023 | ADBE | Buy Now | Adobe | $378.41 | 62.52% | Matthew Hedberg75% | → $615 | Reiterates | Outperform → Outperform | Get Alert |
| 09/28/2023 | PATH | Buy Now | UiPath | $12.17 | 56.12% | Matthew Hedberg75% | → $19 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 09/27/2023 | NTNX | Buy Now | Nutanix | $69.60 | -32.47% | Matthew Hedberg75% | $43 → $47 | Maintains | Outperform | Get Alert |
| 09/22/2023 | JAMF | Buy Now | Jamf Holding | $11.57 | 107.43% | Matthew Hedberg75% | → $24 | Reiterates | Outperform → Outperform | Get Alert |
| 09/22/2023 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $132 → $157 | Downgrade | Outperform → Sector Perform | Get Alert |
| 09/15/2023 | IOT | Buy Now | Samsara | $40.41 | -15.86% | Matthew Hedberg75% | → $34 | Reiterates | Outperform → Outperform | Get Alert |
| 09/15/2023 | PWSC | Buy Now | PowerSchool Holdings | — | — | Matthew Hedberg75% | → $29 | Reiterates | Outperform → Outperform | Get Alert |
| 09/15/2023 | DV | Buy Now | DoubleVerify Hldgs | $13.26 | 261.99% | Matthew Hedberg75% | → $48 | Reiterates | Outperform → Outperform | Get Alert |
| 09/15/2023 | ADSK | Buy Now | Autodesk | $277.56 | -6.33% | Matthew Hedberg75% | → $260 | Reiterates | Outperform → Outperform | Get Alert |
| 09/15/2023 | ADBE | Buy Now | Adobe | $378.41 | 62.52% | Matthew Hedberg75% | → $615 | Reiterates | Outperform → Outperform | Get Alert |
| 09/13/2023 | BASE | Buy Now | Couchbase | $17.80 | 40.45% | Matthew Hedberg75% | → $25 | Reiterates | Outperform → Outperform | Get Alert |
| 09/07/2023 | PATH | Buy Now | UiPath | $12.17 | 56.12% | Matthew Hedberg75% | $18 → $19 | Maintains | Sector Perform | Get Alert |
| 09/07/2023 | BASE | Buy Now | Couchbase | $17.80 | 40.45% | Matthew Hedberg75% | → $25 | Reiterates | Outperform → Outperform | Get Alert |
| 09/06/2023 | ZS | Buy Now | Zscaler | $228.88 | -19.17% | Matthew Hedberg75% | $162 → $185 | Maintains | Outperform | Get Alert |
| 09/06/2023 | GTLB | Buy Now | GitLab | $48.55 | 27.7% | Matthew Hedberg75% | $60 → $62 | Maintains | Outperform | Get Alert |
| 09/01/2023 | IOT | Buy Now | Samsara | $40.41 | -15.86% | Matthew Hedberg75% | $32 → $34 | Maintains | Outperform | Get Alert |
| 09/01/2023 | NTNX | Buy Now | Nutanix | $69.60 | -38.22% | Matthew Hedberg75% | $38 → $43 | Maintains | Outperform | Get Alert |
| 09/01/2023 | ESTC | Buy Now | Elastic | $88.10 | -1.25% | Matthew Hedberg75% | $84 → $87 | Maintains | Outperform | Get Alert |
| 08/31/2023 | OKTA | Buy Now | Okta | $114.35 | -2.06% | Matthew Hedberg75% | → $112 | Reiterates | Outperform → Outperform | Get Alert |
| 08/31/2023 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -57.26% | Matthew Hedberg75% | $182 → $185 | Maintains | Outperform | Get Alert |
| 08/24/2023 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $125 → $132 | Maintains | Outperform | Get Alert |
| 08/24/2023 | ADSK | Buy Now | Autodesk | $277.56 | -6.33% | Matthew Hedberg75% | $250 → $260 | Maintains | Outperform | Get Alert |
| 08/21/2023 | PANW | Buy Now | Palo Alto Networks | $188.80 | 48.83% | Matthew Hedberg75% | $125 → $140.5 | Maintains | Outperform | Get Alert |
| 08/10/2023 | TTD | Buy Now | Trade Desk | $54.91 | 82.12% | Matthew Hedberg75% | → $100 | Reiterates | Outperform → Outperform | Get Alert |
| 08/10/2023 | MGNI | Buy Now | Magnite | $12.11 | 48.64% | Matthew Hedberg75% | $20 → $18 | Maintains | Outperform | Get Alert |
| 08/10/2023 | INFA | Buy Now | Informatica | $19.00 | 26.32% | Matthew Hedberg75% | $22 → $24 | Maintains | Outperform | Get Alert |
| 08/09/2023 | JAMF | Buy Now | Jamf Holding | $11.57 | 107.43% | Matthew Hedberg75% | $25 → $24 | Maintains | Outperform | Get Alert |
| 08/09/2023 | DDOG | Buy Now | Datadog | $107.39 | -4.09% | Matthew Hedberg75% | $118 → $103 | Maintains | Outperform | Get Alert |
| 08/08/2023 | EVCM | Buy Now | EverCommerce | $9.76 | 43.44% | Matthew Hedberg75% | → $14 | Reiterates | Outperform → Outperform | Get Alert |
| 08/07/2023 | PANW | Buy Now | Palo Alto Networks | $188.80 | 32.42% | Matthew Hedberg75% | $138.5 → $125 | Maintains | Outperform | Get Alert |
| 08/07/2023 | DDOG | Buy Now | Datadog | $107.39 | 9.88% | Matthew Hedberg75% | $95 → $118 | Maintains | Outperform | Get Alert |
| 08/07/2023 | BSY | Buy Now | Bentley Systems | $43.39 | 35.98% | Matthew Hedberg75% | $53 → $59 | Maintains | Outperform | Get Alert |
| 08/04/2023 | SWI | Buy Now | SolarWinds | — | — | Matthew Hedberg75% | $11 → $13 | Maintains | Sector Perform | Get Alert |
| 08/04/2023 | NET | Buy Now | Cloudflare | $125.81 | -40.39% | Matthew Hedberg75% | $71 → $75 | Maintains | Outperform | Get Alert |
| 08/04/2023 | ALTR | Buy Now | Altair Engineering | — | — | Matthew Hedberg75% | $71 → $74 | Maintains | Sector Perform | Get Alert |
| 08/04/2023 | ANSS | Buy Now | Ansys | $310.00 | — | Matthew Hedberg75% | → $310 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 08/02/2023 | OLO | Buy Now | Olo | $6.29 | 74.88% | Matthew Hedberg75% | $10 → $11 | Maintains | Outperform | Get Alert |
| 08/01/2023 | VRNS | Buy Now | Varonis Systems | $43.10 | -18.79% | Matthew Hedberg75% | $30 → $35 | Maintains | Outperform | Get Alert |
| 08/01/2023 | DV | Buy Now | DoubleVerify Hldgs | $13.26 | 261.99% | Matthew Hedberg75% | → $48 | Reiterates | Outperform → Outperform | Get Alert |
| 07/31/2023 | NET | Buy Now | Cloudflare | $125.81 | -43.57% | Matthew Hedberg75% | $54 → $71 | Maintains | Outperform | Get Alert |
| 07/31/2023 | DT | Buy Now | Dynatrace | $47.23 | 27.04% | Matthew Hedberg75% | $52 → $60 | Maintains | Outperform | Get Alert |
| 07/27/2023 | NOW | Buy Now | ServiceNow | $984.85 | -32.48% | Matthew Hedberg75% | $650 → $665 | Maintains | Outperform | Get Alert |
| 07/27/2023 | PTC | Buy Now | PTC | $155.00 | 12.9% | Matthew Hedberg75% | $165 → $175 | Maintains | Outperform | Get Alert |
| 07/27/2023 | CHKP | Buy Now | Check Point Software | $221.00 | -37.56% | Matthew Hedberg75% | $132 → $138 | Maintains | Sector Perform | Get Alert |
| 07/25/2023 | FFIV | Buy Now | F5 | $265.50 | -34.84% | Matthew Hedberg75% | $146 → $173 | Maintains | Sector Perform | Get Alert |
| 07/24/2023 | PTC | Buy Now | PTC | $155.00 | 6.45% | Matthew Hedberg75% | $158 → $165 | Maintains | Outperform | Get Alert |
| 07/24/2023 | NOW | Buy Now | ServiceNow | $984.85 | -34% | Matthew Hedberg75% | $540 → $650 | Maintains | Outperform | Get Alert |
| 07/18/2023 | ESTC | Buy Now | Elastic | $88.10 | -4.65% | Matthew Hedberg75% | → $84 | Reiterates | Outperform → Outperform | Get Alert |
| 07/17/2023 | OLO | Buy Now | Olo | $6.29 | 58.98% | Matthew Hedberg75% | → $10 | Reiterates | Outperform → Outperform | Get Alert |
| 07/05/2023 | PANW | Buy Now | Palo Alto Networks | $188.80 | 46.72% | Matthew Hedberg75% | $116 → $138.5 | Maintains | Outperform | Get Alert |
| 06/23/2023 | IOT | Buy Now | Samsara | $40.41 | -20.81% | Matthew Hedberg75% | $27 → $32 | Maintains | Outperform | Get Alert |
| 06/23/2023 | GTLB | Buy Now | GitLab | $48.55 | 23.58% | Matthew Hedberg75% | $56 → $60 | Maintains | Outperform | Get Alert |
| 06/23/2023 | DV | Buy Now | DoubleVerify Hldgs | $13.26 | 261.99% | Matthew Hedberg75% | $48 → $48 | Reiterates | Outperform → Outperform | Get Alert |
| 06/16/2023 | TRMR | Buy Now | Tremor Intl | — | — | Matthew Hedberg75% | → $13 | Reiterates | Outperform → Outperform | Get Alert |
| 06/16/2023 | ADBE | Buy Now | Adobe | $378.41 | 46.67% | Matthew Hedberg75% | $460 → $555 | Maintains | Outperform | Get Alert |
| 06/14/2023 | DV | Buy Now | DoubleVerify Hldgs | $13.26 | 261.99% | Matthew Hedberg75% | $34 → $48 | Maintains | Outperform | Get Alert |
| 06/08/2023 | ADBE | Buy Now | Adobe | $378.41 | 21.56% | Matthew Hedberg75% | $415 → $460 | Maintains | Outperform | Get Alert |
| 06/07/2023 | TTD | Buy Now | Trade Desk | $54.91 | 54.8% | Matthew Hedberg75% | → $85 | Reiterates | Outperform → Outperform | Get Alert |
| 06/07/2023 | RPD | Buy Now | Rapid7 | $24.00 | 150% | Matthew Hedberg75% | → $60 | Reiterates | Outperform → Outperform | Get Alert |
| 06/07/2023 | BASE | Buy Now | Couchbase | $17.80 | 40.45% | Matthew Hedberg75% | → $25 | Reiterates | Outperform → Outperform | Get Alert |
| 06/06/2023 | GTLB | Buy Now | GitLab | $48.55 | 15.35% | Matthew Hedberg75% | $45 → $56 | Maintains | Outperform | Get Alert |
| 06/05/2023 | GTLB | Buy Now | GitLab | $48.55 | -7.31% | Matthew Hedberg75% | → $45 | Reiterates | → Outperform | Get Alert |
| 06/05/2023 | BASE | Buy Now | Couchbase | $17.80 | 40.45% | Matthew Hedberg75% | $20 → $25 | Maintains | Outperform | Get Alert |
| 06/02/2023 | IOT | Buy Now | Samsara | $40.41 | -33.18% | Matthew Hedberg75% | $24 → $27 | Reiterates | Outperform → Outperform | Get Alert |
| 06/02/2023 | ESTC | Buy Now | Elastic | $88.10 | -4.65% | Matthew Hedberg75% | → $84 | Reiterates | Outperform → Outperform | Get Alert |
| 06/02/2023 | ZS | Buy Now | Zscaler | $228.88 | -29.22% | Matthew Hedberg75% | $155 → $162 | Maintains | Outperform | Get Alert |
| 06/01/2023 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -57.96% | Matthew Hedberg75% | $180 → $182 | Maintains | Outperform | Get Alert |
| 06/01/2023 | OKTA | Buy Now | Okta | $114.35 | -2.06% | Matthew Hedberg75% | $110 → $112 | Maintains | Outperform | Get Alert |
| 06/01/2023 | TTD | Buy Now | Trade Desk | $54.91 | 54.8% | Matthew Hedberg75% | $77 → $85 | Maintains | Outperform | Get Alert |
| 06/01/2023 | ZS | Buy Now | Zscaler | $228.88 | -32.28% | Matthew Hedberg75% | → $155 | Reiterates | → Outperform | Get Alert |
| 05/31/2023 | TRMR | Buy Now | Tremor Intl | — | — | Matthew Hedberg75% | → $13 | Reiterates | Outperform → Outperform | Get Alert |
| 05/31/2023 | IOT | Buy Now | Samsara | $40.41 | -40.61% | Matthew Hedberg75% | $21 → $24 | Maintains | Outperform | Get Alert |
| 05/31/2023 | ESTC | Buy Now | Elastic | $88.10 | -4.65% | Matthew Hedberg75% | $71 → $84 | Maintains | Outperform | Get Alert |
| 05/30/2023 | OKTA | Buy Now | Okta | $114.35 | -3.8% | Matthew Hedberg75% | $100 → $110 | Maintains | Outperform | Get Alert |
| 05/30/2023 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -58.42% | Matthew Hedberg75% | $170 → $180 | Maintains | Outperform | Get Alert |
| 05/26/2023 | ADSK | Buy Now | Autodesk | $277.56 | -9.93% | Matthew Hedberg75% | → $250 | Reiterates | Outperform → Outperform | Get Alert |
| 05/25/2023 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $120 → $125 | Maintains | Outperform | Get Alert |
| 05/25/2023 | NTNX | Buy Now | Nutanix | $69.60 | -45.4% | Matthew Hedberg75% | $33 → $38 | Maintains | Outperform | Get Alert |
| 05/24/2023 | TRMR | Buy Now | Tremor Intl | — | — | Matthew Hedberg75% | → $13 | Maintains | Outperform | Get Alert |
| 05/24/2023 | PANW | Buy Now | Palo Alto Networks | $188.80 | 22.88% | Matthew Hedberg75% | $108 → $116 | Maintains | Outperform | Get Alert |
| 05/19/2023 | ADBE | Buy Now | Adobe | $378.41 | 9.67% | Matthew Hedberg75% | → $415 | Reinstates | Outperform → Outperform | Get Alert |
| 05/18/2023 | DT | Buy Now | Dynatrace | $47.23 | 10.1% | Matthew Hedberg75% | → $52 | Reiterates | Outperform → Outperform | Get Alert |
| 05/17/2023 | NOW | Buy Now | ServiceNow | $984.85 | -45.17% | Matthew Hedberg75% | $525 → $540 | Maintains | Outperform | Get Alert |
| 05/17/2023 | PTC | Buy Now | PTC | $155.00 | 1.94% | Matthew Hedberg75% | → $158 | Reiterates | Outperform → Outperform | Get Alert |
| 05/12/2023 | GEN | Buy Now | Gen Digital | $26.40 | -20.45% | Matthew Hedberg75% | $26 → $21 | Maintains | Sector Perform | Get Alert |
| 05/11/2023 | NABL | Buy Now | N-able | $7.06 | 126.63% | Matthew Hedberg75% | $15 → $16 | Maintains | Outperform | Get Alert |
| 05/11/2023 | DV | Buy Now | DoubleVerify Hldgs | $13.26 | 156.41% | Matthew Hedberg75% | → $34 | Reiterates | Outperform → Outperform | Get Alert |
| 05/11/2023 | TTD | Buy Now | Trade Desk | $54.91 | 40.23% | Matthew Hedberg75% | $75 → $77 | Maintains | Outperform | Get Alert |
| 05/10/2023 | RPD | Buy Now | Rapid7 | $24.00 | 150% | Matthew Hedberg75% | → $60 | Reiterates | → Outperform | Get Alert |
| 05/10/2023 | EVCM | Buy Now | EverCommerce | $9.76 | 43.44% | Matthew Hedberg75% | $12 → $14 | Maintains | Outperform | Get Alert |
| 05/10/2023 | BSY | Buy Now | Bentley Systems | $43.39 | 22.15% | Matthew Hedberg75% | $47 → $53 | Maintains | Outperform | Get Alert |
| 05/05/2023 | TDC | Buy Now | Teradata | $21.50 | 104.65% | Matthew Hedberg75% | $43 → $44 | Maintains | Sector Perform | Get Alert |
| 05/05/2023 | QLYS | Buy Now | Qualys | $125.71 | -4.54% | Matthew Hedberg75% | $122 → $120 | Maintains | Sector Perform | Get Alert |
| 05/05/2023 | NTCT | Buy Now | NetScout Systems | $21.00 | 61.9% | Matthew Hedberg75% | $36 → $34 | Maintains | Sector Perform | Get Alert |
| 05/05/2023 | DDOG | Buy Now | Datadog | $107.39 | -11.54% | Matthew Hedberg75% | $85 → $95 | Maintains | Outperform | Get Alert |
| 05/05/2023 | ALTR | Buy Now | Altair Engineering | — | — | Matthew Hedberg75% | $65 → $71 | Maintains | Sector Perform | Get Alert |
| 05/05/2023 | ANSS | Buy Now | Ansys | $310.00 | — | Matthew Hedberg75% | $292 → $310 | Maintains | Sector Perform | Get Alert |
| 05/04/2023 | INFA | Buy Now | Informatica | $19.00 | 5.26% | Matthew Hedberg75% | → $20 | Reiterates | → Outperform | Get Alert |
| 05/04/2023 | GTLB | Buy Now | GitLab | $48.55 | -7.31% | Matthew Hedberg75% | → $45 | Reiterates | → Outperform | Get Alert |
| 05/04/2023 | DV | Buy Now | DoubleVerify Hldgs | $13.26 | 156.41% | Matthew Hedberg75% | → $34 | Reiterates | → Outperform | Get Alert |
| 05/02/2023 | VRNS | Buy Now | Varonis Systems | $43.10 | -30.39% | Matthew Hedberg75% | $28 → $30 | Maintains | Outperform | Get Alert |
| 05/02/2023 | CHKP | Buy Now | Check Point Software | $221.00 | -40.27% | Matthew Hedberg75% | $135 → $132 | Maintains | Sector Perform | Get Alert |
| 04/27/2023 | NOW | Buy Now | ServiceNow | $984.85 | -46.69% | Matthew Hedberg75% | $520 → $525 | Maintains | Outperform | Get Alert |
| 04/27/2023 | PTC | Buy Now | PTC | $155.00 | 1.94% | Matthew Hedberg75% | $155 → $158 | Maintains | Outperform | Get Alert |
| 04/20/2023 | FFIV | Buy Now | F5 | $265.50 | -45.01% | Matthew Hedberg75% | $155 → $146 | Maintains | Sector Perform | Get Alert |
| 04/17/2023 | PD | Buy Now | PagerDuty | $15.51 | 138.56% | Matthew Hedberg75% | $34 → $37 | Maintains | Outperform | Get Alert |
| 04/13/2023 | ESTC | Buy Now | Elastic | $88.10 | -19.41% | Matthew Hedberg75% | → $71 | Reiterates | → Outperform | Get Alert |
| 04/05/2023 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -60.73% | Matthew Hedberg75% | $160 → $170 | Maintains | Outperform | Get Alert |
| 03/29/2023 | PATH | Buy Now | UiPath | $12.17 | 47.9% | Matthew Hedberg75% | $17 → $18 | Maintains | Sector Perform | Get Alert |
| 03/24/2023 | BSY | Buy Now | Bentley Systems | $43.39 | 8.32% | Matthew Hedberg75% | → $47 | Reiterates | → Outperform | Get Alert |
| 03/22/2023 | ADBE | Buy Now | Adobe | $378.41 | 9.67% | Matthew Hedberg75% | $395 → $415 | Maintains | Outperform | Get Alert |
| 03/16/2023 | PATH | Buy Now | UiPath | $12.17 | 39.69% | Matthew Hedberg75% | $15 → $17 | Maintains | Sector Perform | Get Alert |
| 03/16/2023 | PD | Buy Now | PagerDuty | $15.51 | 119.21% | Matthew Hedberg75% | $32 → $34 | Maintains | Outperform | Get Alert |
| 03/16/2023 | EVCM | Buy Now | EverCommerce | $9.76 | 22.95% | Matthew Hedberg75% | $11 → $12 | Maintains | Outperform | Get Alert |
| 03/16/2023 | ADBE | Buy Now | Adobe | $378.41 | 4.38% | Matthew Hedberg75% | → $395 | Reiterates | → Outperform | Get Alert |
| 03/15/2023 | VRNS | Buy Now | Varonis Systems | $43.10 | -28.07% | Matthew Hedberg75% | → $31 | Reiterates | → Outperform | Get Alert |
| 03/14/2023 | GTLB | Buy Now | GitLab | $48.55 | -7.31% | Matthew Hedberg75% | $60 → $45 | Maintains | Outperform | Get Alert |
| 03/13/2023 | PD | Buy Now | PagerDuty | $15.51 | 106.32% | Matthew Hedberg75% | → $32 | Reiterates | → Outperform | Get Alert |
| 03/13/2023 | ADBE | Buy Now | Adobe | $378.41 | 4.38% | Matthew Hedberg75% | → $395 | Reiterates | → Outperform | Get Alert |
| 03/13/2023 | PATH | Buy Now | UiPath | $12.17 | 23.25% | Matthew Hedberg75% | → $15 | Reiterates | → Sector Perform | Get Alert |
| 03/08/2023 | TRMR | Buy Now | Tremor Intl | — | — | Matthew Hedberg75% | $15 → $13 | Maintains | Outperform | Get Alert |
| 03/08/2023 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -63.04% | Matthew Hedberg75% | $150 → $160 | Maintains | Outperform | Get Alert |
| 03/08/2023 | BASE | Buy Now | Couchbase | $17.80 | 12.36% | Matthew Hedberg75% | $18 → $20 | Maintains | Outperform | Get Alert |
| 03/07/2023 | NTNX | Buy Now | Nutanix | $69.60 | -52.59% | Matthew Hedberg75% | → $33 | Reiterates | → Outperform | Get Alert |
| 03/06/2023 | SWI | Buy Now | SolarWinds | — | — | Matthew Hedberg75% | → $11 | Reiterates | → Sector Perform | Get Alert |
| 03/06/2023 | GTLB | Buy Now | GitLab | $48.55 | 23.58% | Matthew Hedberg75% | $50 → $60 | Maintains | Outperform | Get Alert |
| 03/02/2023 | OKTA | Buy Now | Okta | $114.35 | -12.55% | Matthew Hedberg75% | $95 → $100 | Maintains | Outperform | Get Alert |
| 03/02/2023 | XMTR | Buy Now | Xometry | $25.94 | -19.04% | Matthew Hedberg75% | $45 → $21 | Downgrade | Outperform → Sector Perform | Get Alert |
| 03/01/2023 | JAMF | Buy Now | Jamf Holding | $11.57 | 116.08% | Matthew Hedberg75% | $27 → $25 | Maintains | Outperform | Get Alert |
| 03/01/2023 | BSY | Buy Now | Bentley Systems | $43.39 | 8.32% | Matthew Hedberg75% | $44 → $47 | Maintains | Outperform | Get Alert |
| 02/27/2023 | IOT | Buy Now | Samsara | $40.41 | -52.98% | Matthew Hedberg75% | $15 → $19 | Maintains | Outperform | Get Alert |
| 02/24/2023 | ANSS | Buy Now | Ansys | $310.00 | -5.81% | Matthew Hedberg75% | $248 → $292 | Maintains | Sector Perform | Get Alert |
| 02/23/2023 | PWSC | Buy Now | PowerSchool Holdings | — | — | Matthew Hedberg75% | → $29 | Reiterates | → Outperform | Get Alert |
| 02/23/2023 | OLO | Buy Now | Olo | $6.29 | 58.98% | Matthew Hedberg75% | $9 → $10 | Maintains | Outperform | Get Alert |
| 02/23/2023 | MGNI | Buy Now | Magnite | $12.11 | 32.12% | Matthew Hedberg75% | → $16 | Reiterates | → Outperform | Get Alert |
| 02/22/2023 | PANW | Buy Now | Palo Alto Networks | $188.80 | 14.41% | Matthew Hedberg75% | $100 → $108 | Maintains | Outperform | Get Alert |
| 02/21/2023 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $110 → $120 | Maintains | Outperform | Get Alert |
| 02/21/2023 | PWSC | Buy Now | PowerSchool Holdings | — | — | Matthew Hedberg75% | $27 → $29 | Maintains | Outperform | Get Alert |
| 02/21/2023 | JAMF | Buy Now | Jamf Holding | $11.57 | 133.36% | Matthew Hedberg75% | $30 → $27 | Maintains | Outperform | Get Alert |
| 02/17/2023 | ADSK | Buy Now | Autodesk | $277.56 | -9.93% | Matthew Hedberg75% | $225 → $250 | Maintains | Outperform | Get Alert |
| 02/14/2023 | TDC | Buy Now | Teradata | $21.50 | 100% | Matthew Hedberg75% | $37 → $43 | Maintains | Sector Perform | Get Alert |
| 02/13/2023 | DDOG | Buy Now | Datadog | $107.39 | -6.88% | Matthew Hedberg75% | $105 → $100 | Maintains | Outperform | Get Alert |
| 02/10/2023 | SWI | Buy Now | SolarWinds | — | — | Matthew Hedberg75% | $10 → $11 | Maintains | Sector Perform | Get Alert |
| 02/10/2023 | NET | Buy Now | Cloudflare | $125.81 | -44.36% | Matthew Hedberg75% | $60 → $70 | Maintains | Outperform | Get Alert |
| 02/10/2023 | GTLB | Buy Now | GitLab | $48.55 | 2.99% | Matthew Hedberg75% | $60 → $50 | Maintains | Outperform | Get Alert |
| 02/10/2023 | SUMO | Buy Now | Sumo Logic | — | — | Matthew Hedberg75% | → $12 | Downgrade | Outperform → Sector Perform | Get Alert |
| 02/09/2023 | RPD | Buy Now | Rapid7 | $24.00 | 150% | Matthew Hedberg75% | → $60 | Reiterates | → Outperform | Get Alert |
| 02/09/2023 | INFA | Buy Now | Informatica | $19.00 | 21.05% | Matthew Hedberg75% | → $23 | Reiterates | → Outperform | Get Alert |
| 02/03/2023 | OKTA | Buy Now | Okta | $114.35 | -16.92% | Matthew Hedberg75% | $80 → $95 | Maintains | Outperform | Get Alert |
| 02/02/2023 | RPD | Buy Now | Rapid7 | $24.00 | 150% | Matthew Hedberg75% | $47 → $60 | Maintains | Outperform | Get Alert |
| 02/02/2023 | DT | Buy Now | Dynatrace | $47.23 | 10.1% | Matthew Hedberg75% | $45 → $52 | Maintains | Outperform | Get Alert |
| 01/30/2023 | PTC | Buy Now | PTC | $155.00 | — | Matthew Hedberg75% | $140 → $155 | Maintains | Outperform | Get Alert |
| 12/07/2022 | BASE | Buy Now | Couchbase | $17.80 | 1.12% | Matthew Hedberg75% | $20 → $18 | Maintains | Outperform | Get Alert |
| 12/06/2022 | GTLB | Buy Now | GitLab | $48.55 | 23.58% | Matthew Hedberg75% | $55 → $60 | Maintains | Outperform | Get Alert |
| 12/02/2022 | IOT | Buy Now | Samsara | $40.41 | -62.88% | Matthew Hedberg75% | $14 → $15 | Maintains | Outperform | Get Alert |
| 12/02/2022 | ZS | Buy Now | Zscaler | $228.88 | -32.28% | Matthew Hedberg75% | $185 → $155 | Maintains | Outperform | Get Alert |
| 12/01/2022 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $105 → $110 | Maintains | Outperform | Get Alert |
| 12/01/2022 | OKTA | Buy Now | Okta | $114.35 | -30.04% | Matthew Hedberg75% | $70 → $80 | Maintains | Outperform | Get Alert |
| 12/01/2022 | NTNX | Buy Now | Nutanix | $69.60 | -52.59% | Matthew Hedberg75% | $31 → $33 | Maintains | Outperform | Get Alert |
| 12/01/2022 | ESTC | Buy Now | Elastic | $88.10 | -19.41% | Matthew Hedberg75% | $85 → $71 | Maintains | Outperform | Get Alert |
| 11/30/2022 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -61.88% | Matthew Hedberg75% | $200 → $165 | Maintains | Outperform | Get Alert |
| 11/28/2022 | ZS | Buy Now | Zscaler | $228.88 | -19.17% | Matthew Hedberg75% | $210 → $185 | Maintains | Outperform | Get Alert |
| 11/28/2022 | PATH | Buy Now | UiPath | $12.17 | 23.25% | Matthew Hedberg75% | $16 → $15 | Maintains | Sector Perform | Get Alert |
| 11/28/2022 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $125 → $105 | Maintains | Outperform | Get Alert |
| 11/28/2022 | IOT | Buy Now | Samsara | $40.41 | -65.36% | Matthew Hedberg75% | $19 → $14 | Maintains | Outperform | Get Alert |
| 11/28/2022 | PD | Buy Now | PagerDuty | $15.51 | 106.32% | Matthew Hedberg75% | $38 → $32 | Maintains | Outperform | Get Alert |
| 11/28/2022 | NTNX | Buy Now | Nutanix | $69.60 | -55.46% | Matthew Hedberg75% | $24 → $31 | Maintains | Outperform | Get Alert |
| 11/28/2022 | GTLB | Buy Now | GitLab | $48.55 | 13.29% | Matthew Hedberg75% | $75 → $55 | Maintains | Outperform | Get Alert |
| 11/28/2022 | ESTC | Buy Now | Elastic | $88.10 | -3.52% | Matthew Hedberg75% | $100 → $85 | Maintains | Outperform | Get Alert |
| 11/28/2022 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -53.8% | Matthew Hedberg75% | $236 → $200 | Maintains | Outperform | Get Alert |
| 11/23/2022 | ADSK | Buy Now | Autodesk | $277.56 | -18.94% | Matthew Hedberg75% | $260 → $225 | Maintains | Outperform | Get Alert |
| 11/21/2022 | ADSK | Buy Now | Autodesk | $277.56 | -6.33% | Matthew Hedberg75% | $257 → $260 | Maintains | Outperform | Get Alert |
| 11/15/2022 | TRMR | Buy Now | Tremor Intl | — | — | Matthew Hedberg75% | $17 → $15 | Maintains | Outperform | Get Alert |
| 11/11/2022 | XMTR | Buy Now | Xometry | $25.94 | 108.17% | Matthew Hedberg75% | $60 → $54 | Maintains | Outperform | Get Alert |
| 11/11/2022 | NABL | Buy Now | N-able | $7.06 | 98.3% | Matthew Hedberg75% | $12 → $14 | Maintains | Outperform | Get Alert |
| 11/11/2022 | EVCM | Buy Now | EverCommerce | $9.76 | 22.95% | Matthew Hedberg75% | $13 → $12 | Maintains | Outperform | Get Alert |
| 11/10/2022 | TTD | Buy Now | Trade Desk | $54.91 | 36.59% | Matthew Hedberg75% | $80 → $75 | Maintains | Outperform | Get Alert |
| 11/10/2022 | OKTA | Buy Now | Okta | $114.35 | -38.78% | Matthew Hedberg75% | $85 → $70 | Maintains | Outperform | Get Alert |
| 11/10/2022 | JAMF | Buy Now | Jamf Holding | $11.57 | 159.29% | Matthew Hedberg75% | $35 → $30 | Maintains | Outperform | Get Alert |
| 11/09/2022 | PUBM | Buy Now | PubMatic | $9.81 | 175.23% | Matthew Hedberg75% | $31 → $27 | Maintains | Outperform | Get Alert |
| 11/08/2022 | TDC | Buy Now | Teradata | $21.50 | 72.09% | Matthew Hedberg75% | $38 → $37 | Maintains | Sector Perform | Get Alert |
| 11/08/2022 | PWSC | Buy Now | PowerSchool Holdings | — | — | Matthew Hedberg75% | $20 → $22 | Maintains | Outperform | Get Alert |
| 11/04/2022 | NET | Buy Now | Cloudflare | $125.81 | -52.31% | Matthew Hedberg75% | $74 → $60 | Maintains | Outperform | Get Alert |
| 11/04/2022 | ANSS | Buy Now | Ansys | $310.00 | -20% | Matthew Hedberg75% | $260 → $248 | Maintains | Sector Perform | Get Alert |
| 11/03/2022 | RPD | Buy Now | Rapid7 | $24.00 | 95.83% | Matthew Hedberg75% | $57 → $47 | Maintains | Outperform | Get Alert |
| 11/03/2022 | QLYS | Buy Now | Qualys | $125.71 | 11.37% | Matthew Hedberg75% | $148 → $140 | Maintains | Sector Perform | Get Alert |
| 11/03/2022 | PTC | Buy Now | PTC | $155.00 | -9.68% | Matthew Hedberg75% | $135 → $140 | Maintains | Outperform | Get Alert |
| 11/03/2022 | DT | Buy Now | Dynatrace | $47.23 | -15.31% | Matthew Hedberg75% | $41 → $40 | Maintains | Outperform | Get Alert |
| 11/01/2022 | VRNS | Buy Now | Varonis Systems | $43.10 | -32.71% | Matthew Hedberg75% | $35 → $29 | Maintains | Outperform | Get Alert |
| 10/28/2022 | CHKP | Buy Now | Check Point Software | $221.00 | -38.91% | Matthew Hedberg75% | $130 → $135 | Maintains | Sector Perform | Get Alert |
| 10/28/2022 | BSY | Buy Now | Bentley Systems | $43.39 | 1.41% | Matthew Hedberg75% | $46 → $44 | Maintains | Outperform | Get Alert |
| 10/26/2022 | FFIV | Buy Now | F5 | $265.50 | -39.74% | Matthew Hedberg75% | $175 → $160 | Maintains | Sector Perform | Get Alert |
| 10/24/2022 | RPD | Buy Now | Rapid7 | $24.00 | 137.5% | Matthew Hedberg75% | $85 → $57 | Maintains | Outperform | Get Alert |
| 10/19/2022 | ADBE | Buy Now | Adobe | $378.41 | 4.38% | Matthew Hedberg75% | $425 → $395 | Maintains | Outperform | Get Alert |
| 10/17/2022 | NOW | Buy Now | ServiceNow | $984.85 | -49.23% | Matthew Hedberg75% | $550 → $500 | Maintains | Outperform | Get Alert |
| 10/17/2022 | INFA | Buy Now | Informatica | $19.00 | 26.32% | Matthew Hedberg75% | $28 → $24 | Maintains | Outperform | Get Alert |
| 10/17/2022 | DT | Buy Now | Dynatrace | $47.23 | -13.19% | Matthew Hedberg75% | $46 → $41 | Maintains | Outperform | Get Alert |
| 10/17/2022 | DDOG | Buy Now | Datadog | $107.39 | -2.23% | Matthew Hedberg75% | $125 → $105 | Maintains | Outperform | Get Alert |
| 10/17/2022 | CHKP | Buy Now | Check Point Software | $221.00 | -41.18% | Matthew Hedberg75% | $145 → $130 | Maintains | Sector Perform | Get Alert |
| 09/28/2022 | PATH | Buy Now | UiPath | $12.17 | 31.47% | Matthew Hedberg75% | $18 → $16 | Maintains | Sector Perform | Get Alert |
| 09/16/2022 | ADBE | Buy Now | Adobe | $378.41 | 12.31% | Matthew Hedberg75% | $500 → $425 | Maintains | Outperform | Get Alert |
| 09/09/2022 | ZS | Buy Now | Zscaler | $228.88 | -8.25% | Matthew Hedberg75% | $200 → $210 | Maintains | Outperform | Get Alert |
| 09/07/2022 | PATH | Buy Now | UiPath | $12.17 | 47.9% | Matthew Hedberg75% | $22 → $18 | Maintains | Sector Perform | Get Alert |
| 09/01/2022 | NTNX | Buy Now | Nutanix | $69.60 | -65.52% | Matthew Hedberg75% | $21 → $24 | Maintains | Outperform | Get Alert |
| 08/31/2022 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -45.48% | Matthew Hedberg75% | $232 → $236 | Maintains | Outperform | Get Alert |
| 08/30/2022 | TDC | Buy Now | Teradata | $21.50 | 76.74% | Matthew Hedberg75% | $46 → $38 | Maintains | Sector Perform | Get Alert |
| 08/25/2022 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $143 → $139 | Maintains | Outperform | Get Alert |
| 08/23/2022 | PANW | Buy Now | Palo Alto Networks | $188.80 | 270.76% | Matthew Hedberg75% | $113.33 → $116.67 | Maintains | Outperform | Get Alert |
| 08/18/2022 | IOT | Buy Now | Samsara | $40.41 | -48.03% | Matthew Hedberg75% | $18 → $21 | Maintains | Outperform | Get Alert |
| 08/18/2022 | GTLB | Buy Now | GitLab | $48.55 | 54.48% | Matthew Hedberg75% | $66 → $75 | Maintains | Outperform | Get Alert |
| 08/18/2022 | ADSK | Buy Now | Autodesk | $277.56 | -7.41% | Matthew Hedberg75% | $255 → $257 | Maintains | Outperform | Get Alert |
| 08/17/2022 | TRMR | Buy Now | Tremor Intl | — | — | Matthew Hedberg75% | $20 → $17 | Maintains | Outperform | Get Alert |
| 08/11/2022 | XMTR | Buy Now | Xometry | $25.94 | 131.3% | Matthew Hedberg75% | $46 → $60 | Maintains | Outperform | Get Alert |
| 08/10/2022 | TTD | Buy Now | Trade Desk | $54.91 | 45.69% | Matthew Hedberg75% | $75 → $80 | Maintains | Outperform | Get Alert |
| 08/10/2022 | MGNI | Buy Now | Magnite | $12.11 | 56.9% | Matthew Hedberg75% | $21 → $19 | Maintains | Outperform | Get Alert |
| 08/09/2022 | QLYS | Buy Now | Qualys | $125.71 | 17.73% | Matthew Hedberg75% | $145 → $148 | Maintains | Sector Perform | Get Alert |
| 08/05/2022 | NET | Buy Now | Cloudflare | $125.81 | -41.18% | Matthew Hedberg75% | $62 → $74 | Maintains | Outperform | Get Alert |
| 08/05/2022 | DDOG | Buy Now | Datadog | $107.39 | 16.4% | Matthew Hedberg75% | $115 → $125 | Maintains | Outperform | Get Alert |
| 08/04/2022 | DT | Buy Now | Dynatrace | $47.23 | -2.6% | Matthew Hedberg75% | $44 → $46 | Maintains | Outperform | Get Alert |
| 08/04/2022 | DV | Buy Now | DoubleVerify Hldgs | $13.26 | 141.33% | Matthew Hedberg75% | $29 → $32 | Maintains | Outperform | Get Alert |
| 08/03/2022 | SWI | Buy Now | SolarWinds | — | — | Matthew Hedberg75% | $14 → $12 | Maintains | Sector Perform | Get Alert |
| 08/01/2022 | VRNS | Buy Now | Varonis Systems | $43.10 | -18.79% | Matthew Hedberg75% | $55 → $35 | Maintains | Outperform | Get Alert |
| 08/01/2022 | RPD | Buy Now | Rapid7 | $24.00 | 254.17% | Matthew Hedberg75% | $140 → $85 | Maintains | Outperform | Get Alert |
| 08/01/2022 | PING | Buy Now | Ping Identity Holding | — | — | Matthew Hedberg75% | $33 → $25 | Maintains | Outperform | Get Alert |
| 07/28/2022 | NOW | Buy Now | ServiceNow | $984.85 | -44.15% | Matthew Hedberg75% | $610 → $550 | Maintains | Outperform | Get Alert |
| 07/28/2022 | PTC | Buy Now | PTC | $155.00 | -12.9% | Matthew Hedberg75% | $130 → $135 | Maintains | Outperform | Get Alert |
| 07/26/2022 | FFIV | Buy Now | F5 | $265.50 | -34.09% | Matthew Hedberg75% | $200 → $175 | Maintains | Sector Perform | Get Alert |
| 07/25/2022 | NET | Buy Now | Cloudflare | $125.81 | -50.72% | Matthew Hedberg75% | $100 → $62 | Maintains | Outperform | Get Alert |
| 07/25/2022 | DDOG | Buy Now | Datadog | $107.39 | 7.09% | Matthew Hedberg75% | $167 → $115 | Maintains | Outperform | Get Alert |
| 06/14/2022 | ADBE | Buy Now | Adobe | $378.41 | 32.13% | Matthew Hedberg75% | $600 → $500 | Maintains | Outperform | Get Alert |
| 06/07/2022 | GTLB | Buy Now | GitLab | $48.55 | 35.94% | Matthew Hedberg75% | $64 → $66 | Maintains | Outperform | Get Alert |
| 06/06/2022 | BASE | Buy Now | Couchbase | $17.80 | 40.45% | Matthew Hedberg75% | $27 → $25 | Maintains | Outperform | Get Alert |
| 06/03/2022 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -46.41% | Matthew Hedberg75% | $225 → $232 | Maintains | Outperform | Get Alert |
| 06/02/2022 | PATH | Buy Now | UiPath | $12.17 | 80.77% | Matthew Hedberg75% | $27 → $22 | Maintains | Sector Perform | Get Alert |
| 05/31/2022 | IOT | Buy Now | Samsara | $40.41 | -55.46% | Matthew Hedberg75% | $28 → $18 | Maintains | Outperform | Get Alert |
| 05/31/2022 | PATH | Buy Now | UiPath | $12.17 | 121.86% | Matthew Hedberg75% | $32 → $27 | Maintains | Sector Perform | Get Alert |
| 05/31/2022 | PD | Buy Now | PagerDuty | $15.51 | 164.35% | Matthew Hedberg75% | $46 → $41 | Maintains | Outperform | Get Alert |
| 05/31/2022 | OKTA | Buy Now | Okta | $114.35 | 26.8% | Matthew Hedberg75% | $260 → $145 | Maintains | Outperform | Get Alert |
| 05/31/2022 | ESTC | Buy Now | Elastic | $88.10 | 24.86% | Matthew Hedberg75% | $133 → $110 | Maintains | Outperform | Get Alert |
| 05/31/2022 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -48.02% | Matthew Hedberg75% | $275 → $225 | Maintains | Outperform | Get Alert |
| 05/27/2022 | VMW | Buy Now | VMware | — | — | Matthew Hedberg75% | $140 → $142.5 | Downgrade | Outperform → Sector Perform | Get Alert |
| 05/26/2022 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $152 → $143 | Maintains | Outperform | Get Alert |
| 05/26/2022 | NTNX | Buy Now | Nutanix | $69.60 | -69.83% | Matthew Hedberg75% | $45 → $21 | Maintains | Outperform | Get Alert |
| 05/23/2022 | ZS | Buy Now | Zscaler | $228.88 | -12.62% | Matthew Hedberg75% | $330 → $200 | Maintains | Outperform | Get Alert |
| 05/23/2022 | VMW | Buy Now | VMware | — | — | Matthew Hedberg75% | $153 → $140 | Maintains | Outperform | Get Alert |
| 05/23/2022 | SUMO | Buy Now | Sumo Logic | — | — | Matthew Hedberg75% | $17 → $14 | Maintains | Outperform | Get Alert |
| 05/23/2022 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $175 → $152 | Maintains | Outperform | Get Alert |
| 05/23/2022 | ADSK | Buy Now | Autodesk | $277.56 | -8.13% | Matthew Hedberg75% | $295 → $255 | Maintains | Outperform | Get Alert |
| 05/18/2022 | TRMR | Buy Now | Tremor Intl | — | — | Matthew Hedberg75% | $20 → $21 | Maintains | Outperform | Get Alert |
| 05/13/2022 | PANW | Buy Now | Palo Alto Networks | $188.80 | 260.17% | Matthew Hedberg75% | $118.33 → $113.33 | Maintains | Outperform | Get Alert |
| 05/13/2022 | TRMR | Buy Now | Tremor Intl | — | — | Matthew Hedberg75% | $28 → $20 | Maintains | Outperform | Get Alert |
| 05/13/2022 | NABL | Buy Now | N-able | $7.06 | 84.14% | Matthew Hedberg75% | $15 → $13 | Maintains | Outperform | Get Alert |
| 05/13/2022 | DT | Buy Now | Dynatrace | $47.23 | -0.49% | Matthew Hedberg75% | $65 → $47 | Maintains | Outperform | Get Alert |
| 05/13/2022 | NET | Buy Now | Cloudflare | $125.81 | -20.52% | Matthew Hedberg75% | $120 → $100 | Maintains | Outperform | Get Alert |
| 05/11/2022 | OLO | Buy Now | Olo | $6.29 | 170.27% | Matthew Hedberg75% | $20 → $17 | Maintains | Outperform | Get Alert |
| 05/11/2022 | DV | Buy Now | DoubleVerify Hldgs | $13.26 | 118.7% | Matthew Hedberg75% | $31 → $29 | Maintains | Outperform | Get Alert |
| 05/11/2022 | BSY | Buy Now | Bentley Systems | $43.39 | 6.02% | Matthew Hedberg75% | $55 → $46 | Maintains | Outperform | Get Alert |
| 05/10/2022 | PUBM | Buy Now | PubMatic | $9.81 | 236.39% | Matthew Hedberg75% | $38 → $33 | Maintains | Outperform | Get Alert |
| 05/10/2022 | EVCM | Buy Now | EverCommerce | $9.76 | 74.18% | Matthew Hedberg75% | $20 → $17 | Maintains | Outperform | Get Alert |
| 05/09/2022 | TTD | Buy Now | Trade Desk | $54.91 | 54.8% | Matthew Hedberg75% | $105 → $85 | Maintains | Outperform | Get Alert |
| 05/09/2022 | JAMF | Buy Now | Jamf Holding | $11.57 | 237.08% | Matthew Hedberg75% | $47 → $39 | Maintains | Outperform | Get Alert |
| 05/09/2022 | DV | Buy Now | DoubleVerify Hldgs | $13.26 | 133.79% | Matthew Hedberg75% | $35 → $31 | Maintains | Outperform | Get Alert |
| 05/02/2022 | DDOG | Buy Now | Datadog | $107.39 | 55.51% | Matthew Hedberg75% | $225 → $167 | Maintains | Outperform | Get Alert |
| 05/02/2022 | NET | Buy Now | Cloudflare | $125.81 | -4.62% | Matthew Hedberg75% | $155 → $120 | Maintains | Outperform | Get Alert |
| 04/28/2022 | NOW | Buy Now | ServiceNow | $984.85 | -31.97% | Matthew Hedberg75% | $660 → $670 | Maintains | Outperform | Get Alert |
| 04/27/2022 | FFIV | Buy Now | F5 | $265.50 | -24.67% | Matthew Hedberg75% | $210 → $200 | Maintains | Sector Perform | Get Alert |
| 04/25/2022 | NOW | Buy Now | ServiceNow | $984.85 | -32.98% | Matthew Hedberg75% | $700 → $660 | Maintains | Outperform | Get Alert |
| 04/25/2022 | PTC | Buy Now | PTC | $155.00 | -16.13% | Matthew Hedberg75% | $150 → $130 | Maintains | Outperform | Get Alert |
| 04/25/2022 | CHKP | Buy Now | Check Point Software | $221.00 | -34.39% | Matthew Hedberg75% | $139 → $145 | Maintains | Sector Perform | Get Alert |
| 04/18/2022 | GTLB | Buy Now | GitLab | $48.55 | 31.82% | Matthew Hedberg75% | $60 → $64 | Maintains | Outperform | Get Alert |
| 04/12/2022 | SAIL | Buy Now | SailPoint Technologies | $17.11 | 281.36% | Matthew Hedberg75% | → $65.25 | Downgrade | Outperform → Sector Perform | Get Alert |
| 04/12/2022 | MSP | Buy Now | Datto Holding | — | — | Matthew Hedberg75% | $34 → $35.5 | Downgrade | Outperform → Sector Perform | Get Alert |
| 03/31/2022 | PATH | Buy Now | UiPath | $12.17 | 162.94% | Matthew Hedberg75% | $37 → $32 | Maintains | Sector Perform | Get Alert |
| 03/28/2022 | PATH | Buy Now | UiPath | $12.17 | 204.03% | Matthew Hedberg75% | $47 → $37 | Maintains | Sector Perform | Get Alert |
| 03/25/2022 | PANW | Buy Now | Palo Alto Networks | $188.80 | 276.06% | Matthew Hedberg75% | $111.67 → $118.33 | Maintains | Outperform | Get Alert |
| 03/21/2022 | ADBE | Buy Now | Adobe | $378.41 | 58.56% | Matthew Hedberg75% | $650 → $600 | Maintains | Outperform | Get Alert |
| 03/17/2022 | PD | Buy Now | PagerDuty | $15.51 | 196.58% | Matthew Hedberg75% | $45 → $46 | Maintains | Outperform | Get Alert |
| 03/16/2022 | PUBM | Buy Now | PubMatic | $9.81 | 287.36% | Matthew Hedberg75% | $46 → $38 | Maintains | Outperform | Get Alert |
| 03/15/2022 | EVCM | Buy Now | EverCommerce | $9.76 | 104.92% | Matthew Hedberg75% | $22 → $20 | Maintains | Outperform | Get Alert |
| 03/14/2022 | INFA | Buy Now | Informatica | $19.00 | 52.63% | Matthew Hedberg75% | $40 → $29 | Maintains | Outperform | Get Alert |
| 03/14/2022 | GTLB | Buy Now | GitLab | $48.55 | 23.58% | Matthew Hedberg75% | $90 → $60 | Maintains | Outperform | Get Alert |
| 03/10/2022 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -36.47% | Matthew Hedberg75% | $250 → $275 | Maintains | Outperform | Get Alert |
| 03/10/2022 | BASE | Buy Now | Couchbase | $17.80 | 51.69% | Matthew Hedberg75% | $29 → $27 | Maintains | Outperform | Get Alert |
| 03/09/2022 | SUMO | Buy Now | Sumo Logic | — | — | Matthew Hedberg75% | $19 → $17 | Maintains | Outperform | Get Alert |
| 03/09/2022 | DV | Buy Now | DoubleVerify Hldgs | $13.26 | 163.95% | Matthew Hedberg75% | $42 → $35 | Maintains | Outperform | Get Alert |
| 03/07/2022 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -42.25% | Matthew Hedberg75% | $275 → $250 | Maintains | Outperform | Get Alert |
| 03/02/2022 | JAMF | Buy Now | Jamf Holding | $11.57 | 306.22% | Matthew Hedberg75% | $45 → $47 | Maintains | Outperform | Get Alert |
| 03/02/2022 | BSY | Buy Now | Bentley Systems | $43.39 | 26.76% | Matthew Hedberg75% | $65 → $55 | Maintains | Outperform | Get Alert |
| 03/01/2022 | SAIL | Buy Now | SailPoint Technologies | $17.11 | 244.83% | Matthew Hedberg75% | $55 → $59 | Maintains | Outperform | Get Alert |
| 02/28/2022 | OKTA | Buy Now | Okta | $114.35 | 127.37% | Matthew Hedberg75% | $300 → $260 | Maintains | Outperform | Get Alert |
| 02/25/2022 | ANSS | Buy Now | Ansys | $310.00 | 12.9% | Matthew Hedberg75% | $425 → $350 | Maintains | Sector Perform | Get Alert |
| 02/22/2022 | ADSK | Buy Now | Autodesk | $277.56 | 8.08% | Matthew Hedberg75% | $343 → $300 | Maintains | Outperform | Get Alert |
| 02/17/2022 | QTWO | Buy Now | Q2 Holdings | $79.25 | 13.56% | Matthew Hedberg75% | $110 → $90 | Maintains | Outperform | Get Alert |
| 02/07/2022 | RPD | Buy Now | Rapid7 | $24.00 | 441.67% | Matthew Hedberg75% | $157 → $130 | Maintains | Outperform | Get Alert |
| 02/04/2022 | GTLB | Buy Now | GitLab | $48.55 | — | Matthew Hedberg75% | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 01/26/2022 | FFIV | Buy Now | F5 | $265.50 | -20.9% | Matthew Hedberg75% | $220 → $210 | Maintains | Sector Perform | Get Alert |
| 01/10/2022 | IOT | Buy Now | Samsara | $40.41 | -30.71% | Matthew Hedberg75% | → $28 | Initiates | → Outperform | Get Alert |
| 12/09/2021 | XMTR | Buy Now | Xometry | $25.94 | 123.59% | Matthew Hedberg75% | $53 → $58 | Maintains | Outperform | Get Alert |
| 12/07/2021 | SUMO | Buy Now | Sumo Logic | — | — | Matthew Hedberg75% | $25 → $22 | Maintains | Outperform | Get Alert |
| 12/07/2021 | GTLB | Buy Now | GitLab | $48.55 | 120.39% | Matthew Hedberg75% | $140 → $107 | Maintains | Sector Perform | Get Alert |
| 12/03/2021 | SCWX | Buy Now | SecureWorks | — | — | Matthew Hedberg75% | $20 → $19 | Maintains | Sector Perform | Get Alert |
| 12/02/2021 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $210 → $190 | Maintains | Outperform | Get Alert |
| 11/29/2021 | ZS | Buy Now | Zscaler | $228.88 | 66.03% | Matthew Hedberg75% | $326 → $380 | Maintains | Outperform | Get Alert |
| 11/24/2021 | ADSK | Buy Now | Autodesk | $277.56 | 23.58% | Matthew Hedberg75% | $363 → $343 | Maintains | Outperform | Get Alert |
| 11/22/2021 | INFA | Buy Now | Informatica | $19.00 | 110.53% | Matthew Hedberg75% | → $40 | Initiates | → Outperform | Get Alert |
| 11/19/2021 | PANW | Buy Now | Palo Alto Networks | $188.80 | 249.58% | Matthew Hedberg75% | $98.33 → $110 | Maintains | Outperform | Get Alert |
| 11/19/2021 | DDOG | Buy Now | Datadog | $107.39 | 118.83% | Matthew Hedberg75% | $191 → $235 | Upgrade | Sector Perform → Outperform | Get Alert |
| 11/15/2021 | PANW | Buy Now | Palo Alto Networks | $188.80 | 212.5% | Matthew Hedberg75% | $93.33 → $98.33 | Maintains | Outperform | Get Alert |
| 11/11/2021 | XMTR | Buy Now | Xometry | $25.94 | 104.32% | Matthew Hedberg75% | $80 → $53 | Upgrade | Sector Perform → Outperform | Get Alert |
| 11/10/2021 | SAIL | Buy Now | SailPoint Technologies | $17.11 | 279.89% | Matthew Hedberg75% | $60 → $65 | Maintains | Outperform | Get Alert |
| 11/10/2021 | PUBM | Buy Now | PubMatic | $9.81 | 470.85% | Matthew Hedberg75% | $47 → $56 | Maintains | Outperform | Get Alert |
| 11/09/2021 | TTD | Buy Now | Trade Desk | $54.91 | 91.22% | Matthew Hedberg75% | $98 → $105 | Maintains | Outperform | Get Alert |
| 11/09/2021 | MCFE | Buy Now | McAfee | — | — | Matthew Hedberg75% | $30 → $26 | Maintains | Sector Perform | Get Alert |
| 11/09/2021 | EVCM | Buy Now | EverCommerce | $9.76 | 166.39% | Matthew Hedberg75% | $23 → $26 | Maintains | Outperform | Get Alert |
| 11/08/2021 | GTLB | Buy Now | GitLab | $48.55 | 188.36% | Matthew Hedberg75% | → $140 | Initiates | → Sector Perform | Get Alert |
| 11/05/2021 | NLOK | Buy Now | NortonLifeLock | — | — | Matthew Hedberg75% | $26 → $27 | Maintains | Sector Perform | Get Alert |
| 11/05/2021 | NTCT | Buy Now | NetScout Systems | $21.00 | 57.14% | Matthew Hedberg75% | $29 → $33 | Maintains | Sector Perform | Get Alert |
| 11/05/2021 | DDOG | Buy Now | Datadog | $107.39 | 77.86% | Matthew Hedberg75% | $176 → $191 | Maintains | Sector Perform | Get Alert |
| 11/05/2021 | NET | Buy Now | Cloudflare | $125.81 | 74.87% | Matthew Hedberg75% | $130 → $220 | Maintains | Outperform | Get Alert |
| 11/05/2021 | CTXS | Buy Now | Citrix Systems | — | — | Matthew Hedberg75% | $110 → $105 | Maintains | Sector Perform | Get Alert |
| 11/05/2021 | ALTR | Buy Now | Altair Engineering | — | — | Matthew Hedberg75% | $74 → $87 | Maintains | Sector Perform | Get Alert |
| 11/05/2021 | ANSS | Buy Now | Ansys | $310.00 | 37.1% | Matthew Hedberg75% | $380 → $425 | Maintains | Sector Perform | Get Alert |
| 11/04/2021 | RPD | Buy Now | Rapid7 | $24.00 | 554.17% | Matthew Hedberg75% | $150 → $157 | Maintains | Outperform | Get Alert |
| 11/04/2021 | QLYS | Buy Now | Qualys | $125.71 | 1.82% | Matthew Hedberg75% | $112 → $128 | Maintains | Sector Perform | Get Alert |
| 11/04/2021 | PING | Buy Now | Ping Identity Holding | — | — | Matthew Hedberg75% | $38 → $40 | Maintains | Outperform | Get Alert |
| 11/03/2021 | VMW | Buy Now | VMware | — | — | Matthew Hedberg75% | $180 → $153 | Maintains | Outperform | Get Alert |
| 11/03/2021 | MIME | Buy Now | Mimecast | — | — | Matthew Hedberg75% | $83 → $88 | Maintains | Outperform | Get Alert |
| 11/01/2021 | RPD | Buy Now | Rapid7 | $24.00 | 525% | Matthew Hedberg75% | $138 → $150 | Maintains | Outperform | Get Alert |
| 11/01/2021 | MIME | Buy Now | Mimecast | — | — | Matthew Hedberg75% | $70 → $83 | Maintains | Outperform | Get Alert |
| 11/01/2021 | DDOG | Buy Now | Datadog | $107.39 | 63.89% | Matthew Hedberg75% | $154 → $176 | Maintains | Sector Perform | Get Alert |
| 10/29/2021 | SWI | Buy Now | SolarWinds | — | — | Matthew Hedberg75% | $28 → $19 | Downgrade | Outperform → Sector Perform | Get Alert |
| 10/28/2021 | NOW | Buy Now | ServiceNow | $984.85 | -20.29% | Matthew Hedberg75% | $775 → $785 | Maintains | Outperform | Get Alert |
| 10/28/2021 | DT | Buy Now | Dynatrace | $47.23 | 96.91% | Matthew Hedberg75% | $89 → $93 | Maintains | Outperform | Get Alert |
| 10/28/2021 | DDOG | Buy Now | Datadog | $107.39 | 43.4% | Matthew Hedberg75% | $130 → $154 | Maintains | Sector Perform | Get Alert |
| 10/25/2021 | VRNS | Buy Now | Varonis Systems | $43.10 | 90.26% | Matthew Hedberg75% | $78 → $82 | Maintains | Outperform | Get Alert |
| 10/25/2021 | NOW | Buy Now | ServiceNow | $984.85 | -21.31% | Matthew Hedberg75% | $670 → $775 | Maintains | Outperform | Get Alert |
| 10/25/2021 | DT | Buy Now | Dynatrace | $47.23 | 88.44% | Matthew Hedberg75% | $75 → $89 | Maintains | Outperform | Get Alert |
| 10/22/2021 | JAMF | Buy Now | Jamf Holding | $11.57 | 358.08% | Matthew Hedberg75% | $45 → $53 | Maintains | Outperform | Get Alert |
| 10/07/2021 | PATH | Buy Now | UiPath | $12.17 | 434.1% | Matthew Hedberg75% | $74 → $65 | Maintains | Sector Perform | Get Alert |
| 09/14/2021 | PANW | Buy Now | Palo Alto Networks | $188.80 | 196.61% | Matthew Hedberg75% | $87.5 → $93.33 | Maintains | Outperform | Get Alert |
| 09/13/2021 | NABL | Buy Now | N-able | $7.06 | 154.96% | Matthew Hedberg75% | → $18 | Initiates | → Outperform | Get Alert |
| 09/10/2021 | TDC | Buy Now | Teradata | $21.50 | 169.77% | Matthew Hedberg75% | $50 → $58 | Maintains | Sector Perform | Get Alert |
| 09/10/2021 | PWSC | Buy Now | PowerSchool Holdings | — | — | Matthew Hedberg75% | $39 → $40 | Maintains | Outperform | Get Alert |
| 09/10/2021 | PANW | Buy Now | Palo Alto Networks | $188.80 | 178.07% | Matthew Hedberg75% | $79.17 → $87.5 | Maintains | Outperform | Get Alert |
| 09/07/2021 | ZS | Buy Now | Zscaler | $228.88 | 31.07% | Matthew Hedberg75% | $225 → $300 | Maintains | Outperform | Get Alert |
| 09/01/2021 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -27.23% | Matthew Hedberg75% | $300 → $315 | Maintains | Outperform | Get Alert |
| 08/30/2021 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -30.7% | Matthew Hedberg75% | $259 → $300 | Maintains | Outperform | Get Alert |
| 08/26/2021 | ESTC | Buy Now | Elastic | $88.10 | 127.01% | Matthew Hedberg75% | $194 → $200 | Maintains | Outperform | Get Alert |
| 08/26/2021 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $200 → $210 | Maintains | Outperform | Get Alert |
| 08/24/2021 | PANW | Buy Now | Palo Alto Networks | $188.80 | 151.59% | Matthew Hedberg75% | $74.17 → $79.17 | Maintains | Outperform | Get Alert |
| 08/23/2021 | ADSK | Buy Now | Autodesk | $277.56 | 30.78% | Matthew Hedberg75% | $340 → $363 | Maintains | Outperform | Get Alert |
| 08/23/2021 | PWSC | Buy Now | PowerSchool Holdings | — | — | Matthew Hedberg75% | → $33 | Initiates | → Outperform | Get Alert |
| 08/16/2021 | BASE | Buy Now | Couchbase | $17.80 | 124.72% | Matthew Hedberg75% | → $40 | Initiates | → Outperform | Get Alert |
| 08/10/2021 | QLYS | Buy Now | Qualys | $125.71 | -10.91% | Matthew Hedberg75% | $105 → $112 | Maintains | Sector Perform | Get Alert |
| 08/09/2021 | OLO | Buy Now | Olo | $6.29 | 504.13% | Matthew Hedberg75% | $35 → $38 | Maintains | Outperform | Get Alert |
| 08/09/2021 | BSY | Buy Now | Bentley Systems | $43.39 | 61.33% | Matthew Hedberg75% | $52 → $70 | Maintains | Outperform | Get Alert |
| 08/06/2021 | DDOG | Buy Now | Datadog | $107.39 | 21.05% | Matthew Hedberg75% | $110 → $130 | Maintains | Sector Perform | Get Alert |
| 08/06/2021 | NET | Buy Now | Cloudflare | $125.81 | 3.33% | Matthew Hedberg75% | $100 → $130 | Maintains | Outperform | Get Alert |
| 08/06/2021 | ALTR | Buy Now | Altair Engineering | — | — | Matthew Hedberg75% | $64 → $74 | Maintains | Sector Perform | Get Alert |
| 08/06/2021 | ANSS | Buy Now | Ansys | $310.00 | 22.58% | Matthew Hedberg75% | $360 → $380 | Maintains | Sector Perform | Get Alert |
| 08/03/2021 | VRNS | Buy Now | Varonis Systems | $43.10 | 80.97% | Matthew Hedberg75% | $75 → $78 | Maintains | Outperform | Get Alert |
| 08/02/2021 | DDOG | Buy Now | Datadog | $107.39 | 2.43% | Matthew Hedberg75% | $90 → $110 | Maintains | Sector Perform | Get Alert |
| 07/30/2021 | NTCT | Buy Now | NetScout Systems | $21.00 | 38.1% | Matthew Hedberg75% | $28 → $29 | Maintains | Sector Perform | Get Alert |
| 07/30/2021 | CTXS | Buy Now | Citrix Systems | — | — | Matthew Hedberg75% | $150 → $110 | Maintains | Sector Perform | Get Alert |
| 07/29/2021 | DT | Buy Now | Dynatrace | $47.23 | 52.45% | Matthew Hedberg75% | $67 → $72 | Maintains | Outperform | Get Alert |
| 07/29/2021 | NOW | Buy Now | ServiceNow | $984.85 | -31.97% | Matthew Hedberg75% | $640 → $670 | Maintains | Outperform | Get Alert |
| 07/27/2021 | FFIV | Buy Now | F5 | $265.50 | -19.02% | Matthew Hedberg75% | $200 → $215 | Maintains | Sector Perform | Get Alert |
| 07/26/2021 | EVCM | Buy Now | EverCommerce | $9.76 | 115.16% | Matthew Hedberg75% | → $21 | Initiates | → Outperform | Get Alert |
| 07/26/2021 | XMTR | Buy Now | Xometry | $25.94 | 208.4% | Matthew Hedberg75% | → $80 | Initiates | → Sector Perform | Get Alert |
| 07/23/2021 | DT | Buy Now | Dynatrace | $47.23 | 41.86% | Matthew Hedberg75% | $61 → $67 | Maintains | Outperform | Get Alert |
| 07/20/2021 | RPD | Buy Now | Rapid7 | $24.00 | 400% | Matthew Hedberg75% | $110 → $120 | Maintains | Outperform | Get Alert |
| 06/18/2021 | ADBE | Buy Now | Adobe | $378.41 | 71.77% | Matthew Hedberg75% | $575 → $650 | Maintains | Outperform | Get Alert |
| 06/04/2021 | SUMO | Buy Now | Sumo Logic | — | — | Matthew Hedberg75% | $30 → $25 | Maintains | Outperform | Get Alert |
| 06/04/2021 | SCWX | Buy Now | SecureWorks | — | — | Matthew Hedberg75% | $14 → $15 | Maintains | Sector Perform | Get Alert |
| 06/04/2021 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -40.17% | Matthew Hedberg75% | $250 → $259 | Maintains | Outperform | Get Alert |
| 06/04/2021 | ASAN | Buy Now | Asana | $16.50 | 172.73% | Matthew Hedberg75% | $39 → $45 | Maintains | Outperform | Get Alert |
| 06/03/2021 | ESTC | Buy Now | Elastic | $88.10 | 120.2% | Matthew Hedberg75% | $183 → $194 | Maintains | Outperform | Get Alert |
| 06/01/2021 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $235 → $200 | Maintains | Outperform | Get Alert |
| 05/28/2021 | ZM | Buy Now | Zoom Video Comms | $78.00 | 515.38% | Matthew Hedberg75% | $550 → $480 | Maintains | Outperform | Get Alert |
| 05/26/2021 | INTU | Buy Now | Intuit | $630.00 | -16.67% | Matthew Hedberg75% | $490 → $525 | Maintains | Outperform | Get Alert |
| 05/24/2021 | ZS | Buy Now | Zscaler | $228.88 | -1.7% | Matthew Hedberg75% | $250 → $225 | Maintains | Outperform | Get Alert |
| 05/17/2021 | PATH | Buy Now | UiPath | $12.17 | 508.05% | Matthew Hedberg75% | → $74 | Initiates | → Sector Perform | Get Alert |
| 05/17/2021 | DV | Buy Now | DoubleVerify Hldgs | $13.26 | 179.03% | Matthew Hedberg75% | → $37 | Initiates | → Outperform | Get Alert |
| 05/12/2021 | INTU | Buy Now | Intuit | $630.00 | -22.22% | Matthew Hedberg75% | $480 → $490 | Maintains | Outperform | Get Alert |
| 05/06/2021 | HUBS | Buy Now | HubSpot | $629.76 | -3.14% | Matthew Hedberg75% | $570 → $610 | Maintains | Outperform | Get Alert |
| 04/19/2021 | PTC | Buy Now | PTC | $155.00 | 6.45% | Matthew Hedberg75% | $145 → $165 | Maintains | Outperform | Get Alert |
| 04/12/2021 | OLO | Buy Now | Olo | $6.29 | 408.74% | Matthew Hedberg75% | → $32 | Initiates | → Outperform | Get Alert |
| 03/17/2021 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -42.25% | Matthew Hedberg75% | $220 → $250 | Maintains | Outperform | Get Alert |
| 03/17/2021 | COUP | Buy Now | Coupa Software | — | — | Matthew Hedberg75% | $360 → $340 | Maintains | Outperform | Get Alert |
| 03/15/2021 | PD | Buy Now | PagerDuty | $15.51 | 203.03% | Matthew Hedberg75% | $40 → $47 | Maintains | Outperform | Get Alert |
| 02/26/2021 | ANSS | Buy Now | Ansys | $310.00 | 22.58% | Matthew Hedberg75% | $400 → $380 | Maintains | Sector Perform | Get Alert |
| 02/22/2021 | ZS | Buy Now | Zscaler | $228.88 | 4.86% | Matthew Hedberg75% | $205 → $240 | Maintains | Outperform | Get Alert |
| 02/18/2021 | PANW | Buy Now | Palo Alto Networks | $188.80 | 125.11% | Matthew Hedberg75% | $63.34 → $70.83 | Maintains | Outperform | Get Alert |
| 02/12/2021 | NET | Buy Now | Cloudflare | $125.81 | -20.52% | Matthew Hedberg75% | $85 → $100 | Maintains | Outperform | Get Alert |
| 02/11/2021 | PAYC | Buy Now | Paycom Software | $227.85 | 106.28% | Matthew Hedberg75% | $430 → $470 | Maintains | Outperform | Get Alert |
| 02/10/2021 | RPD | Buy Now | Rapid7 | $24.00 | 358.33% | Matthew Hedberg75% | $105 → $110 | Maintains | Outperform | Get Alert |
| 02/09/2021 | VRNS | Buy Now | Varonis Systems | $43.10 | 398.84% | Matthew Hedberg75% | $66.67 → $71.67 | Maintains | Outperform | Get Alert |
| 02/08/2021 | DDOG | Buy Now | Datadog | $107.39 | 2.43% | Matthew Hedberg75% | $85 → $110 | Maintains | Sector Perform | Get Alert |
| 01/28/2021 | PTC | Buy Now | PTC | $155.00 | -6.45% | Matthew Hedberg75% | $130 → $145 | Upgrade | Sector Perform → Outperform | Get Alert |
| 01/04/2021 | PUBM | Buy Now | PubMatic | $9.81 | 246.59% | Matthew Hedberg75% | → $34 | Initiates | → Outperform | Get Alert |
| 12/16/2020 | PANW | Buy Now | Palo Alto Networks | $188.80 | 101.27% | Matthew Hedberg75% | $48.66 → $63.34 | Upgrade | Sector Perform → Outperform | Get Alert |
| 11/16/2020 | BSY | Buy Now | Bentley Systems | $43.39 | — | Matthew Hedberg75% | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 11/16/2020 | MCFE | Buy Now | McAfee | — | — | Matthew Hedberg75% | → $19 | Initiates | → Sector Perform | Get Alert |
| 11/16/2020 | MSP | Buy Now | Datto Holding | — | — | Matthew Hedberg75% | → $39 | Initiates | → Outperform | Get Alert |
| 10/19/2020 | BSY | Buy Now | Bentley Systems | $43.39 | -0.9% | Matthew Hedberg75% | → $43 | Initiates | → Sector Perform | Get Alert |
| 10/12/2020 | SUMO | Buy Now | Sumo Logic | — | — | Matthew Hedberg75% | → $30 | Initiates | → Outperform | Get Alert |
| 10/06/2020 | ESTC | Buy Now | Elastic | $88.10 | 47.56% | Matthew Hedberg75% | $125 → $130 | Maintains | Outperform | Get Alert |
| 09/08/2020 | ZS | Buy Now | Zscaler | $228.88 | -38.4% | Matthew Hedberg75% | $130 → $141 | Maintains | Outperform | Get Alert |
| 09/03/2020 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -63.04% | Matthew Hedberg75% | $120 → $160 | Maintains | Outperform | Get Alert |
| 08/21/2020 | ADSK | Buy Now | Autodesk | $277.56 | -8.13% | Matthew Hedberg75% | $236 → $255 | Maintains | Outperform | Get Alert |
| 08/17/2020 | JAMF | Buy Now | Jamf Holding | $11.57 | 271.65% | Matthew Hedberg75% | → $43 | Initiates | → Outperform | Get Alert |
| 07/30/2020 | PTC | Buy Now | PTC | $155.00 | -42.58% | Matthew Hedberg75% | $82 → $89 | Maintains | Sector Perform | Get Alert |
| 07/30/2020 | DT | Buy Now | Dynatrace | $47.23 | 16.45% | Matthew Hedberg75% | $46 → $55 | Maintains | Outperform | Get Alert |
| 07/21/2020 | DT | Buy Now | Dynatrace | $47.23 | -2.6% | Matthew Hedberg75% | $38 → $46 | Maintains | Outperform | Get Alert |
| 07/06/2020 | OKTA | Buy Now | Okta | $114.35 | 101.14% | Matthew Hedberg75% | → $230 | Initiates | → Outperform | Get Alert |
| 07/06/2020 | ZS | Buy Now | Zscaler | $228.88 | -43.2% | Matthew Hedberg75% | → $130 | Initiates | → Outperform | Get Alert |
| 06/12/2020 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -73.43% | Matthew Hedberg75% | $105 → $115 | Maintains | Outperform | Get Alert |
| 06/10/2020 | VRNS | Buy Now | Varonis Systems | $43.10 | 122.74% | Matthew Hedberg75% | $27 → $32 | Maintains | Outperform | Get Alert |
| 06/10/2020 | SAIL | Buy Now | SailPoint Technologies | $17.11 | 75.34% | Matthew Hedberg75% | $28 → $30 | Maintains | Outperform | Get Alert |
| 06/04/2020 | ADSK | Buy Now | Autodesk | $277.56 | -14.97% | Matthew Hedberg75% | $221 → $236 | Maintains | Outperform | Get Alert |
| 05/22/2020 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $180 → $190 | Maintains | Outperform | Get Alert |
| 05/22/2020 | PANW | Buy Now | Palo Alto Networks | $188.80 | 31.36% | Matthew Hedberg75% | $37.5 → $41.34 | Maintains | Sector Perform | Get Alert |
| 05/19/2020 | PANW | Buy Now | Palo Alto Networks | $188.80 | 19.17% | Matthew Hedberg75% | $29.16 → $37.5 | Maintains | Sector Perform | Get Alert |
| 05/11/2020 | DDOG | Buy Now | Datadog | $107.39 | -53.44% | Matthew Hedberg75% | $43 → $50 | Maintains | Sector Perform | Get Alert |
| 05/08/2020 | QLYS | Buy Now | Qualys | $125.71 | -19.66% | Matthew Hedberg75% | $85 → $101 | Maintains | Sector Perform | Get Alert |
| 05/08/2020 | NTCT | Buy Now | NetScout Systems | $21.00 | 28.57% | Matthew Hedberg75% | $25 → $27 | Maintains | Sector Perform | Get Alert |
| 05/08/2020 | ANSS | Buy Now | Ansys | $310.00 | -16.13% | Matthew Hedberg75% | $230 → $260 | Maintains | Sector Perform | Get Alert |
| 04/28/2020 | CHKP | Buy Now | Check Point Software | $221.00 | -51.13% | Matthew Hedberg75% | $105 → $108 | Maintains | Sector Perform | Get Alert |
| 04/24/2020 | CTXS | Buy Now | Citrix Systems | — | — | Matthew Hedberg75% | $147 → $153 | Maintains | Sector Perform | Get Alert |
| 03/16/2020 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -84.52% | Matthew Hedberg75% | → $67 | Upgrade | Sector Perform → Outperform | Get Alert |
| 02/25/2020 | SAIL | Buy Now | SailPoint Technologies | $17.11 | 81.18% | Matthew Hedberg75% | $29 → $31 | Maintains | Outperform | Get Alert |
| 02/25/2020 | PANW | Buy Now | Palo Alto Networks | $188.80 | 24.47% | Matthew Hedberg75% | $46.66 → $39.16 | Downgrade | Outperform → Sector Perform | Get Alert |
| 02/18/2020 | ADSK | Buy Now | Autodesk | $277.56 | -20.74% | Matthew Hedberg75% | $205 → $220 | Maintains | Outperform | Get Alert |
| 01/28/2020 | FFIV | Buy Now | F5 | $265.50 | -44.63% | Matthew Hedberg75% | $157 → $147 | Maintains | Sector Perform | Get Alert |
| 01/23/2020 | DT | Buy Now | Dynatrace | $47.23 | -36.48% | Matthew Hedberg75% | $26 → $30 | Maintains | Outperform | Get Alert |
| 12/04/2019 | CRWD | Buy Now | CrowdStrike Holdings | $432.90 | -84.52% | Matthew Hedberg75% | $83 → $67 | Maintains | Sector Perform | Get Alert |
| 11/27/2019 | VMW | Buy Now | VMware | — | — | Matthew Hedberg75% | $190 → $200 | Maintains | Outperform | Get Alert |
| 10/08/2019 | NET | Buy Now | Cloudflare | $125.81 | -84.1% | Matthew Hedberg75% | → $20 | Initiates | → Outperform | Get Alert |
| 08/29/2019 | ESTC | Buy Now | Elastic | $88.10 | 32.8% | Matthew Hedberg75% | $112 → $117 | Maintains | Outperform | Get Alert |
| 08/26/2019 | DT | Buy Now | Dynatrace | $47.23 | -40.72% | Matthew Hedberg75% | → $28 | Initiates | → Outperform | Get Alert |
| 08/23/2019 | VMW | Buy Now | VMware | — | — | Matthew Hedberg75% | $210 → $190 | Maintains | Outperform | Get Alert |
| 08/14/2019 | ESTC | Buy Now | Elastic | $88.10 | 27.13% | Matthew Hedberg75% | $94 → $112 | Upgrade | Sector Perform → Outperform | Get Alert |
| 08/14/2019 | PD | Buy Now | PagerDuty | $15.51 | 215.93% | Matthew Hedberg75% | → $49 | Upgrade | Sector Perform → Outperform | Get Alert |
| 07/25/2019 | PTC | Buy Now | PTC | $155.00 | -45.16% | Matthew Hedberg75% | $110 → $85 | Downgrade | Outperform → Sector Perform | Get Alert |
| 05/06/2019 | PD | Buy Now | PagerDuty | $15.51 | 203.03% | Matthew Hedberg75% | → $47 | Initiates | → Sector Perform | Get Alert |
| 02/25/2019 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $130 → $155 | Maintains | Outperform | Get Alert |
| 02/07/2019 | ESTC | Buy Now | Elastic | $88.10 | — | Matthew Hedberg75% | — | Downgrade | Outperform → Sector Perform | Get Alert |
| 12/07/2018 | SCWX | Buy Now | SecureWorks | — | — | Matthew Hedberg75% | → $18 | Downgrade | Outperform → Sector Perform | Get Alert |
| 08/10/2018 | ALTR | Buy Now | Altair Engineering | — | — | Matthew Hedberg75% | $38 → $40 | Maintains | Sector Perform | Get Alert |
| 07/09/2018 | CISN | Buy Now | Cision | — | — | Matthew Hedberg75% | → $20 | Initiates | → Outperform | Get Alert |
| 12/12/2017 | SAIL | Buy Now | SailPoint Technologies | $17.11 | — | Matthew Hedberg75% | — | Initiates | → Outperform | Get Alert |
| 11/27/2017 | ALTR | Buy Now | Altair Engineering | — | — | Matthew Hedberg75% | → $26 | Initiates | → Sector Perform | Get Alert |
| 05/19/2017 | SYMC | Buy Now | Symantec | — | — | Matthew Hedberg75% | — | Downgrade | Outperform → Sector Perform | Get Alert |
| 01/19/2017 | NTCT | Buy Now | NetScout Systems | $21.00 | — | Matthew Hedberg75% | — | Downgrade | Outperform → Sector Perform | Get Alert |
| 10/14/2016 | RPD | Buy Now | Rapid7 | $24.00 | — | Matthew Hedberg75% | — | Initiates | → Outperform | Get Alert |
| 09/12/2016 | VMW | Buy Now | VMware | — | — | Matthew Hedberg75% | — | Assumes | → Outperform | Get Alert |
| 08/31/2016 | PANW | Buy Now | Palo Alto Networks | $188.80 | -7.31% | Matthew Hedberg75% | $30.84 → $29.16 | Maintains | Outperform | Get Alert |
| 06/20/2016 | SYMC | Buy Now | Symantec | — | — | Matthew Hedberg75% | $23 → $24 | — | — | Get Alert |
| 05/27/2016 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | → $60 | Maintains | Outperform | Get Alert |
| 05/27/2016 | PANW | Buy Now | Palo Alto Networks | $188.80 | -2.01% | Matthew Hedberg75% | $32.5 → $30.84 | Maintains | Outperform | Get Alert |
| 05/17/2016 | SCWX | Buy Now | SecureWorks | — | — | Matthew Hedberg75% | → $16 | Initiates | → Outperform | Get Alert |
| 04/21/2016 | CTXS | Buy Now | Citrix Systems | — | — | Matthew Hedberg75% | $80 → $90 | Maintains | Sector Perform | Get Alert |
| 04/12/2016 | NTCT | Buy Now | NetScout Systems | $21.00 | — | Matthew Hedberg75% | — | Assumes | → Outperform | Get Alert |
| 03/11/2016 | SYMC | Buy Now | Symantec | — | — | Matthew Hedberg75% | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 01/14/2016 | FFIV | Buy Now | F5 | $265.50 | -57.82% | Matthew Hedberg75% | $115 → $112 | Maintains | Sector Perform | Get Alert |
| 12/14/2015 | MIME | Buy Now | Mimecast | — | — | Matthew Hedberg75% | → $15 | Initiates | → Outperform | Get Alert |
| 10/29/2015 | FFIV | Buy Now | F5 | $265.50 | — | Matthew Hedberg75% | — | Downgrade | Outperform → Sector Perform | Get Alert |
| 08/13/2015 | NTCT | Buy Now | NetScout Systems | $21.00 | 128.57% | Matthew Hedberg75% | → $48 | Initiates | → Outperform | Get Alert |
| 07/17/2015 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | → $85 | Initiates | → Outperform | Get Alert |
| 07/16/2015 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | → $85 | Initiates | → Outperform | Get Alert |
| 07/10/2015 | PTC | Buy Now | PTC | $155.00 | -71.61% | Matthew Hedberg75% | $45 → $44 | Maintains | Outperform | Get Alert |
| 06/18/2015 | PANW | Buy Now | Palo Alto Networks | $188.80 | 5.93% | Matthew Hedberg75% | $30 → $33.34 | Maintains | Outperform | Get Alert |
| 09/16/2014 | ANSS | Buy Now | Ansys | $310.00 | -70.97% | Matthew Hedberg75% | → $90 | Initiates | → Sector Perform | Get Alert |
| 09/15/2014 | SYMC | Buy Now | Symantec | — | — | Matthew Hedberg75% | → $26 | Downgrade | Outperform → Sector Perform | Get Alert |
| 08/14/2014 | QLYS | Buy Now | Qualys | $125.71 | -76.14% | Matthew Hedberg75% | → $30 | Downgrade | Outperform → Sector Perform | Get Alert |
| 05/19/2014 | ALTR | Buy Now | Altair Engineering | — | — | Matthew Hedberg75% | $36 → $39 | Upgrade | Sector Perform → Outperform | Get Alert |
| 03/25/2014 | VRNS | Buy Now | Varonis Systems | $43.10 | 16.01% | Matthew Hedberg75% | → $16.67 | Initiates | → Outperform | Get Alert |
| 12/12/2013 | TDC | Buy Now | Teradata | $21.50 | 90.7% | Matthew Hedberg75% | $55 → $41 | Downgrade | Outperform → Sector Perform | Get Alert |
| 03/14/2013 | VMW | Buy Now | VMware | — | — | Matthew Hedberg75% | $90 → $110 | Upgrade | Sector Perform → Outperform | Get Alert |
| 12/14/2012 | TDC | Buy Now | Teradata | $21.50 | 248.84% | Matthew Hedberg75% | → $75 | Initiates | → Outperform | Get Alert |
| 10/23/2012 | QLYS | Buy Now | Qualys | $125.71 | -85.68% | Matthew Hedberg75% | → $18 | Initiates | → Outperform | Get Alert |
| 10/01/2012 | VMW | Buy Now | VMware | — | — | Matthew Hedberg75% | — | Downgrade | Outperform → Sector Perform | Get Alert |
