Recent Analyst Stock Rating News
The Best Trading Research Platform
For Retail Investors and Professional Trades Alike.Get Started for Free
Brent Bracelin's Stock Ratings
Piper Sandler Analyst
Brent Bracelin 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 04/23/2025
Overall Average Return
10.4%
Smart Score
Overall Average Return Percentile
67th
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 04/02/2025 | NCNO | Buy Now | Ncino | $23.28 | 20.27% | Brent Bracelin72% | $38 → $28 | Maintains | Neutral | Get Alert |
| 03/14/2025 | TTAN | Buy Now | ServiceTitan | $121.77 | 2.65% | Brent Bracelin72% | $125 → $125 | Maintains | Overweight | Get Alert |
| 03/11/2025 | ORCL | Buy Now | Oracle | $130.15 | 45.99% | Brent Bracelin72% | $210 → $190 | Maintains | Overweight | Get Alert |
| 03/11/2025 | ASAN | Buy Now | Asana | $14.75 | 22.03% | Brent Bracelin72% | $27 → $18 | Maintains | Overweight | Get Alert |
| 03/06/2025 | MDB | Buy Now | MongoDB | $155.50 | 80.06% | Brent Bracelin72% | $425 → $280 | Maintains | Overweight | Get Alert |
| 02/27/2025 | CRM | Buy Now | Salesforce | $248.88 | 60.72% | Brent Bracelin72% | $405 → $400 | Maintains | Overweight | Get Alert |
| 02/27/2025 | SNOW | Buy Now | Snowflake | $143.87 | 49.44% | Brent Bracelin72% | $208 → $215 | Maintains | Overweight | Get Alert |
| 02/26/2025 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 36.14% | Brent Bracelin72% | $10 → $11 | Upgrade | Underweight → Neutral | Get Alert |
| 02/26/2025 | WDAY | Buy Now | Workday | $226.30 | 28.15% | Brent Bracelin72% | $270 → $290 | Maintains | Neutral | Get Alert |
| 02/26/2025 | BASE | Buy Now | Couchbase | $15.52 | 41.75% | Brent Bracelin72% | $21 → $22 | Maintains | Overweight | Get Alert |
| 02/21/2025 | KVYO | Buy Now | Klaviyo | $25.23 | 110.07% | Brent Bracelin72% | $53 → $53 | Reiterates | Overweight → Overweight | Get Alert |
| 02/20/2025 | KVYO | Buy Now | Klaviyo | $25.23 | 110.07% | Brent Bracelin72% | $50 → $53 | Maintains | Overweight | Get Alert |
| 02/14/2025 | PCOR | Buy Now | Procore Technologies | $57.23 | 92.21% | Brent Bracelin72% | $90 → $110 | Maintains | Overweight | Get Alert |
| 02/13/2025 | HUBS | Buy Now | HubSpot | $541.82 | 49.13% | Brent Bracelin72% | $640 → $808 | Maintains | Neutral | Get Alert |
| 02/12/2025 | BL | Buy Now | BlackLine | $45.06 | 28.72% | Brent Bracelin72% | $60 → $58 | Maintains | Underweight | Get Alert |
| 02/12/2025 | FRSH | Buy Now | Freshworks | $12.48 | 92.31% | Brent Bracelin72% | $20 → $24 | Maintains | Overweight | Get Alert |
| 02/10/2025 | MNDY | Buy Now | Monday.Com | $243.00 | 58.44% | Brent Bracelin72% | $345 → $385 | Maintains | Overweight | Get Alert |
| 02/06/2025 | ASAN | Buy Now | Asana | $14.75 | 83.05% | Brent Bracelin72% | $27 → $27 | Reiterates | Overweight → Overweight | Get Alert |
| 01/31/2025 | APPF | Buy Now | AppFolio | $220.29 | 20.3% | Brent Bracelin72% | $265 → $265 | Maintains | Neutral | Get Alert |
| 01/27/2025 | MSFT | Buy Now | Microsoft | $373.10 | 39.37% | Brent Bracelin72% | $520 → $520 | Maintains | Overweight | Get Alert |
| 01/06/2025 | APPF | Buy Now | AppFolio | $220.29 | 20.3% | Brent Bracelin72% | $265 → $265 | Downgrade | Overweight → Neutral | Get Alert |
| 01/06/2025 | SNOW | Buy Now | Snowflake | $143.87 | 44.57% | Brent Bracelin72% | $185 → $208 | Maintains | Overweight | Get Alert |
| 01/06/2025 | MSFT | Buy Now | Microsoft | $373.10 | 39.37% | Brent Bracelin72% | $470 → $520 | Maintains | Overweight | Get Alert |
| 01/06/2025 | MNDY | Buy Now | Monday.Com | $243.00 | 41.98% | Brent Bracelin72% | $350 → $345 | Maintains | Overweight | Get Alert |
| 01/06/2025 | KVYO | Buy Now | Klaviyo | $25.23 | 98.18% | Brent Bracelin72% | $45 → $50 | Maintains | Overweight | Get Alert |
| 01/06/2025 | GLBE | Buy Now | Global E Online | $32.94 | 100.36% | Brent Bracelin72% | $63 → $66 | Maintains | Overweight | Get Alert |
| 01/06/2025 | FRSH | Buy Now | Freshworks | $12.48 | 60.26% | Brent Bracelin72% | $18 → $20 | Maintains | Overweight | Get Alert |
| 01/06/2025 | BL | Buy Now | BlackLine | $45.06 | 33.16% | Brent Bracelin72% | $60 → $60 | Downgrade | Neutral → Underweight | Get Alert |
| 01/06/2025 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 23.76% | Brent Bracelin72% | $11 → $10 | Downgrade | Neutral → Underweight | Get Alert |
| 01/06/2025 | ASAN | Buy Now | Asana | $14.75 | 83.05% | Brent Bracelin72% | $19 → $27 | Upgrade | Neutral → Overweight | Get Alert |
| 01/06/2025 | TTAN | Buy Now | ServiceTitan | $121.77 | 2.65% | Brent Bracelin72% | → $125 | Initiates | → Overweight | Get Alert |
| 12/18/2024 | CRM | Buy Now | Salesforce | $248.88 | 62.73% | Brent Bracelin72% | $405 → $405 | Maintains | Overweight | Get Alert |
| 12/18/2024 | MNDY | Buy Now | Monday.Com | $243.00 | 44.03% | Brent Bracelin72% | $350 → $350 | Maintains | Overweight | Get Alert |
| 12/17/2024 | SNOW | Buy Now | Snowflake | $143.87 | 28.59% | Brent Bracelin72% | $185 → $185 | Maintains | Overweight | Get Alert |
| 12/12/2024 | ADBE | Buy Now | Adobe | $355.03 | 69% | Brent Bracelin72% | $635 → $600 | Maintains | Overweight | Get Alert |
| 12/10/2024 | ORCL | Buy Now | Oracle | $130.15 | 61.35% | Brent Bracelin72% | $185 → $210 | Maintains | Overweight | Get Alert |
| 12/10/2024 | BRZE | Buy Now | Braze | $28.77 | 66.84% | Brent Bracelin72% | $40 → $48 | Maintains | Overweight | Get Alert |
| 12/10/2024 | MDB | Buy Now | MongoDB | $155.50 | 173.31% | Brent Bracelin72% | $425 → $425 | Maintains | Overweight | Get Alert |
| 12/06/2024 | ASAN | Buy Now | Asana | $14.75 | 28.81% | Brent Bracelin72% | $12 → $19 | Maintains | Neutral | Get Alert |
| 12/06/2024 | VEEV | Buy Now | Veeva Systems | $215.78 | 34.4% | Brent Bracelin72% | $280 → $290 | Maintains | Overweight | Get Alert |
| 12/05/2024 | NCNO | Buy Now | Ncino | $23.28 | 63.23% | Brent Bracelin72% | $38 → $38 | Downgrade | Overweight → Neutral | Get Alert |
| 12/05/2024 | ADBE | Buy Now | Adobe | $355.03 | 78.86% | Brent Bracelin72% | $635 → $635 | Reiterates | Overweight → Overweight | Get Alert |
| 12/04/2024 | CRM | Buy Now | Salesforce | $248.88 | 62.73% | Brent Bracelin72% | $395 → $405 | Maintains | Overweight | Get Alert |
| 12/04/2024 | BASE | Buy Now | Couchbase | $15.52 | 35.31% | Brent Bracelin72% | $21 → $21 | Maintains | Overweight | Get Alert |
| 12/02/2024 | CRM | Buy Now | Salesforce | $248.88 | 58.71% | Brent Bracelin72% | $325 → $395 | Maintains | Overweight | Get Alert |
| 11/27/2024 | WDAY | Buy Now | Workday | $226.30 | 19.31% | Brent Bracelin72% | $285 → $270 | Downgrade | Overweight → Neutral | Get Alert |
| 11/26/2024 | MDB | Buy Now | MongoDB | $155.50 | 173.31% | Brent Bracelin72% | $335 → $425 | Maintains | Overweight | Get Alert |
| 11/22/2024 | PCOR | Buy Now | Procore Technologies | $57.23 | 57.26% | Brent Bracelin72% | $70 → $90 | Maintains | Overweight | Get Alert |
| 11/21/2024 | SNOW | Buy Now | Snowflake | $143.87 | 28.59% | Brent Bracelin72% | $165 → $185 | Reiterates | Overweight → Overweight | Get Alert |
| 11/21/2024 | GLBE | Buy Now | Global E Online | $32.94 | 91.26% | Brent Bracelin72% | $44 → $63 | Reiterates | Overweight → Overweight | Get Alert |
| 11/20/2024 | BL | Buy Now | BlackLine | $45.06 | 33.16% | Brent Bracelin72% | $60 → $60 | Maintains | Neutral | Get Alert |
| 11/13/2024 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 36.14% | Brent Bracelin72% | $10 → $11 | Maintains | Neutral | Get Alert |
| 11/11/2024 | MNDY | Buy Now | Monday.Com | $243.00 | 44.03% | Brent Bracelin72% | $340 → $350 | Maintains | Overweight | Get Alert |
| 11/08/2024 | OS | Buy Now | OneStream | $20.18 | 83.35% | Brent Bracelin72% | $34 → $37 | Maintains | Overweight | Get Alert |
| 11/08/2024 | BL | Buy Now | BlackLine | $45.06 | 33.16% | Brent Bracelin72% | $51 → $60 | Maintains | Neutral | Get Alert |
| 11/08/2024 | VEEV | Buy Now | Veeva Systems | $215.78 | 29.76% | Brent Bracelin72% | $230 → $280 | Maintains | Overweight | Get Alert |
| 11/07/2024 | HUBS | Buy Now | HubSpot | $541.82 | 18.12% | Brent Bracelin72% | $570 → $640 | Downgrade | Overweight → Neutral | Get Alert |
| 11/07/2024 | FRSH | Buy Now | Freshworks | $12.48 | 44.23% | Brent Bracelin72% | $13 → $18 | Maintains | Overweight | Get Alert |
| 10/31/2024 | MSFT | Buy Now | Microsoft | $373.10 | 25.97% | Brent Bracelin72% | $470 → $470 | Maintains | Overweight | Get Alert |
| 10/31/2024 | PCOR | Buy Now | Procore Technologies | $57.23 | 22.31% | Brent Bracelin72% | $63 → $70 | Maintains | Overweight | Get Alert |
| 10/31/2024 | WEAV | Buy Now | Weave Communications | $9.06 | 87.64% | Brent Bracelin72% | $16 → $17 | Maintains | Overweight | Get Alert |
| 10/25/2024 | APPF | Buy Now | AppFolio | $220.29 | 20.3% | Brent Bracelin72% | $300 → $265 | Maintains | Overweight | Get Alert |
| 10/21/2024 | MNDY | Buy Now | Monday.Com | $243.00 | 39.92% | Brent Bracelin72% | $300 → $340 | Maintains | Overweight | Get Alert |
| 10/18/2024 | KVYO | Buy Now | Klaviyo | $25.23 | 78.36% | Brent Bracelin72% | $34 → $45 | Maintains | Overweight | Get Alert |
| 10/18/2024 | MSFT | Buy Now | Microsoft | $373.10 | 25.97% | Brent Bracelin72% | $485 → $470 | Maintains | Overweight | Get Alert |
| 10/10/2024 | FRSH | Buy Now | Freshworks | $12.48 | 4.17% | Brent Bracelin72% | $17 → $13 | Maintains | Overweight | Get Alert |
| 10/10/2024 | BRZE | Buy Now | Braze | $28.77 | 39.03% | Brent Bracelin72% | $51 → $40 | Maintains | Overweight | Get Alert |
| 09/24/2024 | CRM | Buy Now | Salesforce | $248.88 | 30.59% | Brent Bracelin72% | $268 → $325 | Upgrade | Neutral → Overweight | Get Alert |
| 09/19/2024 | HUBS | Buy Now | HubSpot | $541.82 | 5.2% | Brent Bracelin72% | $570 → $570 | Maintains | Overweight | Get Alert |
| 09/18/2024 | WDAY | Buy Now | Workday | $226.30 | 25.94% | Brent Bracelin72% | $285 → $285 | Maintains | Overweight | Get Alert |
| 09/13/2024 | ADBE | Buy Now | Adobe | $355.03 | 78.86% | Brent Bracelin72% | $635 → $635 | Maintains | Overweight | Get Alert |
| 09/13/2024 | ORCL | Buy Now | Oracle | $130.15 | 42.14% | Brent Bracelin72% | $175 → $185 | Reiterates | Overweight → Overweight | Get Alert |
| 09/10/2024 | ORCL | Buy Now | Oracle | $130.15 | 34.46% | Brent Bracelin72% | $150 → $175 | Maintains | Overweight | Get Alert |
| 09/06/2024 | BRZE | Buy Now | Braze | $28.77 | 77.27% | Brent Bracelin72% | $51 → $51 | Maintains | Overweight | Get Alert |
| 09/05/2024 | BASE | Buy Now | Couchbase | $15.52 | 35.31% | Brent Bracelin72% | $22 → $21 | Maintains | Overweight | Get Alert |
| 09/04/2024 | OS | Buy Now | OneStream | $20.18 | 68.48% | Brent Bracelin72% | $32 → $34 | Maintains | Overweight | Get Alert |
| 09/04/2024 | ASAN | Buy Now | Asana | $14.75 | -18.64% | Brent Bracelin72% | $14 → $12 | Maintains | Neutral | Get Alert |
| 08/30/2024 | MDB | Buy Now | MongoDB | $155.50 | 115.43% | Brent Bracelin72% | $300 → $335 | Maintains | Overweight | Get Alert |
| 08/29/2024 | VEEV | Buy Now | Veeva Systems | $215.78 | 6.59% | Brent Bracelin72% | $225 → $230 | Maintains | Overweight | Get Alert |
| 08/29/2024 | CRM | Buy Now | Salesforce | $248.88 | 7.68% | Brent Bracelin72% | $250 → $268 | Maintains | Neutral | Get Alert |
| 08/28/2024 | NCNO | Buy Now | Ncino | $23.28 | 63.23% | Brent Bracelin72% | $38 → $38 | Maintains | Overweight | Get Alert |
| 08/23/2024 | WDAY | Buy Now | Workday | $226.30 | 25.94% | Brent Bracelin72% | $262 → $285 | Maintains | Overweight | Get Alert |
| 08/22/2024 | SNOW | Buy Now | Snowflake | $143.87 | 14.69% | Brent Bracelin72% | $165 → $165 | Maintains | Overweight | Get Alert |
| 08/16/2024 | BASE | Buy Now | Couchbase | $15.52 | 41.75% | Brent Bracelin72% | → $22 | Initiates | → Overweight | Get Alert |
| 08/15/2024 | GLBE | Buy Now | Global E Online | $32.94 | 33.58% | Brent Bracelin72% | $47 → $44 | Maintains | Overweight | Get Alert |
| 08/12/2024 | MNDY | Buy Now | Monday.Com | $243.00 | 23.46% | Brent Bracelin72% | $270 → $300 | Reiterates | Overweight → Overweight | Get Alert |
| 08/08/2024 | HUBS | Buy Now | HubSpot | $541.82 | 5.2% | Brent Bracelin72% | $570 → $570 | Maintains | Overweight | Get Alert |
| 08/08/2024 | KVYO | Buy Now | Klaviyo | $25.23 | 34.76% | Brent Bracelin72% | $30 → $34 | Maintains | Overweight | Get Alert |
| 08/07/2024 | BL | Buy Now | BlackLine | $45.06 | 13.18% | Brent Bracelin72% | $55 → $51 | Maintains | Neutral | Get Alert |
| 08/06/2024 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 23.76% | Brent Bracelin72% | $14 → $10 | Maintains | Neutral | Get Alert |
| 08/02/2024 | PCOR | Buy Now | Procore Technologies | $57.23 | 10.08% | Brent Bracelin72% | $74 → $63 | Maintains | Overweight | Get Alert |
| 08/01/2024 | WEAV | Buy Now | Weave Communications | $9.06 | 76.6% | Brent Bracelin72% | $15 → $16 | Maintains | Overweight | Get Alert |
| 07/31/2024 | MSFT | Buy Now | Microsoft | $373.10 | 29.99% | Brent Bracelin72% | $485 → $485 | Maintains | Overweight | Get Alert |
| 07/26/2024 | APPF | Buy Now | AppFolio | $220.29 | 36.18% | Brent Bracelin72% | $295 → $300 | Maintains | Overweight | Get Alert |
| 07/23/2024 | MSFT | Buy Now | Microsoft | $373.10 | 29.99% | Brent Bracelin72% | $465 → $485 | Reiterates | Overweight → Overweight | Get Alert |
| 07/12/2024 | ORCL | Buy Now | Oracle | $130.15 | 15.25% | Brent Bracelin72% | $150 → $150 | Maintains | Overweight | Get Alert |
| 07/12/2024 | MSFT | Buy Now | Microsoft | $373.10 | 24.63% | Brent Bracelin72% | $465 → $465 | Maintains | Overweight | Get Alert |
| 07/12/2024 | MNDY | Buy Now | Monday.Com | $243.00 | 11.11% | Brent Bracelin72% | $270 → $270 | Maintains | Overweight | Get Alert |
| 07/12/2024 | CRM | Buy Now | Salesforce | $248.88 | 0.45% | Brent Bracelin72% | $250 → $250 | Maintains | Neutral | Get Alert |
| 07/12/2024 | APPF | Buy Now | AppFolio | $220.29 | 33.91% | Brent Bracelin72% | $295 → $295 | Maintains | Overweight | Get Alert |
| 07/12/2024 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 73.27% | Brent Bracelin72% | $15 → $14 | Maintains | Neutral | Get Alert |
| 07/12/2024 | WDAY | Buy Now | Workday | $226.30 | 15.77% | Brent Bracelin72% | $280 → $262 | Maintains | Overweight | Get Alert |
| 07/12/2024 | VEEV | Buy Now | Veeva Systems | $215.78 | 4.27% | Brent Bracelin72% | $235 → $225 | Maintains | Overweight | Get Alert |
| 07/12/2024 | SNOW | Buy Now | Snowflake | $143.87 | 14.69% | Brent Bracelin72% | $240 → $165 | Maintains | Overweight | Get Alert |
| 07/12/2024 | PCOR | Buy Now | Procore Technologies | $57.23 | 29.3% | Brent Bracelin72% | $77 → $74 | Maintains | Overweight | Get Alert |
| 07/12/2024 | MDB | Buy Now | MongoDB | $155.50 | 92.93% | Brent Bracelin72% | $350 → $300 | Maintains | Overweight | Get Alert |
| 07/12/2024 | KVYO | Buy Now | Klaviyo | $25.23 | 18.91% | Brent Bracelin72% | $38 → $30 | Maintains | Overweight | Get Alert |
| 07/12/2024 | HUBS | Buy Now | HubSpot | $541.82 | 5.2% | Brent Bracelin72% | $655 → $570 | Maintains | Overweight | Get Alert |
| 07/12/2024 | GLBE | Buy Now | Global E Online | $32.94 | 42.68% | Brent Bracelin72% | $50 → $47 | Maintains | Overweight | Get Alert |
| 07/12/2024 | FRSH | Buy Now | Freshworks | $12.48 | 36.22% | Brent Bracelin72% | $22 → $17 | Maintains | Overweight | Get Alert |
| 07/12/2024 | BRZE | Buy Now | Braze | $28.77 | 77.27% | Brent Bracelin72% | $55 → $51 | Maintains | Overweight | Get Alert |
| 07/12/2024 | BL | Buy Now | BlackLine | $45.06 | 22.06% | Brent Bracelin72% | $62 → $55 | Maintains | Neutral | Get Alert |
| 07/12/2024 | ASAN | Buy Now | Asana | $14.75 | -5.08% | Brent Bracelin72% | $16 → $14 | Maintains | Neutral | Get Alert |
| 07/12/2024 | ADBE | Buy Now | Adobe | $355.03 | 78.86% | Brent Bracelin72% | $700 → $635 | Maintains | Overweight | Get Alert |
| 07/01/2024 | NCNO | Buy Now | Ncino | $23.28 | 63.23% | Brent Bracelin72% | $38 → $38 | Reiterates | Overweight → Overweight | Get Alert |
| 06/14/2024 | ADBE | Buy Now | Adobe | $355.03 | 97.17% | Brent Bracelin72% | $700 → $700 | Maintains | Overweight | Get Alert |
| 06/12/2024 | ORCL | Buy Now | Oracle | $130.15 | 15.25% | Brent Bracelin72% | $140 → $150 | Maintains | Overweight | Get Alert |
| 06/10/2024 | APPF | Buy Now | AppFolio | $220.29 | 33.91% | Brent Bracelin72% | → $295 | Initiates | → Overweight | Get Alert |
| 06/07/2024 | BRZE | Buy Now | Braze | $28.77 | 91.17% | Brent Bracelin72% | $66 → $55 | Maintains | Overweight | Get Alert |
| 06/05/2024 | SNOW | Buy Now | Snowflake | $143.87 | 66.82% | Brent Bracelin72% | $240 → $240 | Maintains | Overweight | Get Alert |
| 05/31/2024 | VEEV | Buy Now | Veeva Systems | $215.78 | 8.91% | Brent Bracelin72% | $245 → $235 | Maintains | Overweight | Get Alert |
| 05/31/2024 | MDB | Buy Now | MongoDB | $155.50 | 125.08% | Brent Bracelin72% | $480 → $350 | Maintains | Overweight | Get Alert |
| 05/31/2024 | ASAN | Buy Now | Asana | $14.75 | 8.47% | Brent Bracelin72% | $18 → $16 | Upgrade | Underweight → Neutral | Get Alert |
| 05/30/2024 | CRM | Buy Now | Salesforce | $248.88 | 0.45% | Brent Bracelin72% | $300 → $250 | Maintains | Neutral | Get Alert |
| 05/30/2024 | NCNO | Buy Now | Ncino | $23.28 | 63.23% | Brent Bracelin72% | $42 → $38 | Maintains | Overweight | Get Alert |
| 05/24/2024 | WDAY | Buy Now | Workday | $226.30 | 23.73% | Brent Bracelin72% | $330 → $280 | Maintains | Overweight | Get Alert |
| 05/23/2024 | SNOW | Buy Now | Snowflake | $143.87 | 66.82% | Brent Bracelin72% | $240 → $240 | Reiterates | Overweight → Overweight | Get Alert |
| 05/15/2024 | MNDY | Buy Now | Monday.Com | $243.00 | 11.11% | Brent Bracelin72% | $250 → $270 | Reiterates | Overweight → Overweight | Get Alert |
| 05/09/2024 | HUBS | Buy Now | HubSpot | $541.82 | 20.89% | Brent Bracelin72% | $675 → $655 | Maintains | Overweight | Get Alert |
| 05/08/2024 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 85.64% | Brent Bracelin72% | $24 → $15 | Downgrade | Overweight → Neutral | Get Alert |
| 05/02/2024 | FRSH | Buy Now | Freshworks | $12.48 | 76.28% | Brent Bracelin72% | $28 → $22 | Maintains | Overweight | Get Alert |
| 05/02/2024 | PCOR | Buy Now | Procore Technologies | $57.23 | 34.54% | Brent Bracelin72% | $80 → $77 | Maintains | Overweight | Get Alert |
| 04/26/2024 | MSFT | Buy Now | Microsoft | $373.10 | 24.63% | Brent Bracelin72% | $455 → $465 | Reiterates | Overweight → Overweight | Get Alert |
| 04/23/2024 | BL | Buy Now | BlackLine | $45.06 | 37.59% | Brent Bracelin72% | $55 → $62 | Upgrade | Underweight → Neutral | Get Alert |
| 04/22/2024 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | $3 → $5.5 | Maintains | Neutral | Get Alert |
| 04/15/2024 | CRM | Buy Now | Salesforce | $248.88 | 20.54% | Brent Bracelin72% | $300 → $300 | Maintains | Neutral | Get Alert |
| 04/05/2024 | BRZE | Buy Now | Braze | $28.77 | 129.41% | Brent Bracelin72% | $66 → $66 | Maintains | Overweight | Get Alert |
| 04/05/2024 | HUBS | Buy Now | HubSpot | $541.82 | 24.58% | Brent Bracelin72% | $675 → $675 | Maintains | Overweight | Get Alert |
| 03/28/2024 | BRZE | Buy Now | Braze | $28.77 | 129.41% | Brent Bracelin72% | $66 → $66 | Maintains | Overweight | Get Alert |
| 03/27/2024 | ADBE | Buy Now | Adobe | $355.03 | 97.17% | Brent Bracelin72% | $700 → $700 | Maintains | Overweight | Get Alert |
| 03/27/2024 | NCNO | Buy Now | Ncino | $23.28 | 80.41% | Brent Bracelin72% | $42 → $42 | Maintains | Overweight | Get Alert |
| 03/15/2024 | ADBE | Buy Now | Adobe | $355.03 | 97.17% | Brent Bracelin72% | $705 → $700 | Maintains | Overweight | Get Alert |
| 03/12/2024 | ADBE | Buy Now | Adobe | $355.03 | 98.57% | Brent Bracelin72% | $705 → $705 | Maintains | Overweight | Get Alert |
| 03/12/2024 | ORCL | Buy Now | Oracle | $130.15 | 7.57% | Brent Bracelin72% | $122 → $140 | Maintains | Overweight | Get Alert |
| 03/12/2024 | ASAN | Buy Now | Asana | $14.75 | 22.03% | Brent Bracelin72% | → $18 | Reiterates | Underweight → Underweight | Get Alert |
| 03/08/2024 | MDB | Buy Now | MongoDB | $155.50 | 208.68% | Brent Bracelin72% | $500 → $480 | Maintains | Overweight | Get Alert |
| 03/05/2024 | RSKD | Buy Now | Riskified | $4.51 | 55.21% | Brent Bracelin72% | $5 → $7 | Maintains | Overweight | Get Alert |
| 03/01/2024 | VEEV | Buy Now | Veeva Sys | $215.78 | 13.54% | Brent Bracelin72% | $220 → $245 | Maintains | Overweight | Get Alert |
| 02/29/2024 | AVDX | Buy Now | AvidXchange Holdings | $7.66 | 82.77% | Brent Bracelin72% | $13 → $14 | Maintains | Neutral | Get Alert |
| 02/29/2024 | SNOW | Buy Now | Snowflake | $143.87 | 66.82% | Brent Bracelin72% | $250 → $240 | Maintains | Overweight | Get Alert |
| 02/29/2024 | CRM | Buy Now | Salesforce | $248.88 | 20.54% | Brent Bracelin72% | $285 → $300 | Maintains | Neutral | Get Alert |
| 02/28/2024 | CRM | Buy Now | Salesforce | $248.88 | 14.51% | Brent Bracelin72% | → $285 | Reiterates | Neutral → Neutral | Get Alert |
| 02/28/2024 | KVYO | Buy Now | Klaviyo | $25.23 | 50.61% | Brent Bracelin72% | → $38 | Reiterates | Overweight → Overweight | Get Alert |
| 02/27/2024 | SNOW | Buy Now | Snowflake | $143.87 | 73.77% | Brent Bracelin72% | $250 → $250 | Reiterates | Overweight → Overweight | Get Alert |
| 02/27/2024 | U | Buy Now | Unity Software | $20.89 | 43.61% | Brent Bracelin72% | $35 → $30 | Upgrade | Underweight → Neutral | Get Alert |
| 02/26/2024 | WDAY | Buy Now | Workday | $226.30 | 45.82% | Brent Bracelin72% | → $330 | Reiterates | Overweight → Overweight | Get Alert |
| 02/23/2024 | EXFY | Buy Now | Expensify | $2.72 | -26.47% | Brent Bracelin72% | $3 → $2 | Maintains | Neutral | Get Alert |
| 02/22/2024 | WEAV | Buy Now | Weave Communications | $9.06 | 65.56% | Brent Bracelin72% | → $15 | Reiterates | Overweight → Overweight | Get Alert |
| 02/22/2024 | GLBE | Buy Now | Global E Online | $32.94 | 51.79% | Brent Bracelin72% | → $50 | Reiterates | Overweight → Overweight | Get Alert |
| 02/21/2024 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | → $3 | Reiterates | Neutral → Neutral | Get Alert |
| 02/16/2024 | PCOR | Buy Now | Procore Technologies | $57.23 | 39.79% | Brent Bracelin72% | $77 → $80 | Maintains | Overweight | Get Alert |
| 02/15/2024 | HUBS | Buy Now | HubSpot | $541.82 | 24.58% | Brent Bracelin72% | $630 → $675 | Maintains | Overweight | Get Alert |
| 02/14/2024 | BL | Buy Now | BlackLine | $45.06 | 22.06% | Brent Bracelin72% | $60 → $55 | Maintains | Underweight | Get Alert |
| 02/13/2024 | MNDY | Buy Now | Monday.Com | $243.00 | 2.88% | Brent Bracelin72% | → $250 | Reiterates | Overweight → Overweight | Get Alert |
| 02/13/2024 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 197.03% | Brent Bracelin72% | $23 → $24 | Maintains | Overweight | Get Alert |
| 02/09/2024 | BILL | Buy Now | BILL Holdings | $41.98 | 126.3% | Brent Bracelin72% | → $95 | Reiterates | Overweight → Overweight | Get Alert |
| 02/07/2024 | BILL | Buy Now | BILL Holdings | $41.98 | 126.3% | Brent Bracelin72% | $95 → $95 | Reiterates | Overweight → Overweight | Get Alert |
| 02/07/2024 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | → $48.25 | Reiterates | Neutral → Neutral | Get Alert |
| 02/05/2024 | MNDY | Buy Now | Monday.Com | $243.00 | 2.88% | Brent Bracelin72% | → $250 | Reiterates | Overweight → Overweight | Get Alert |
| 01/25/2024 | MSFT | Buy Now | Microsoft | $373.10 | 21.95% | Brent Bracelin72% | $455 → $455 | Reiterates | Overweight → Overweight | Get Alert |
| 01/24/2024 | KVYO | Buy Now | Klaviyo | $25.23 | 50.61% | Brent Bracelin72% | → $38 | Reiterates | Overweight → Overweight | Get Alert |
| 01/17/2024 | WDAY | Buy Now | Workday | $226.30 | 45.82% | Brent Bracelin72% | → $330 | Reiterates | Overweight → Overweight | Get Alert |
| 01/12/2024 | MSFT | Buy Now | Microsoft | $373.10 | 21.95% | Brent Bracelin72% | $455 → $455 | Reiterates | Overweight → Overweight | Get Alert |
| 01/09/2024 | NCNO | Buy Now | Ncino | $23.28 | 80.41% | Brent Bracelin72% | → $42 | Reiterates | Overweight → Overweight | Get Alert |
| 01/09/2024 | SEMR | Buy Now | SEMrush Hldgs | $9.35 | 49.73% | Brent Bracelin72% | → $14 | Downgrade | Overweight → Neutral | Get Alert |
| 01/02/2024 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 184.65% | Brent Bracelin72% | $20 → $23 | Maintains | Overweight | Get Alert |
| 01/02/2024 | WDAY | Buy Now | Workday | $226.30 | 45.82% | Brent Bracelin72% | $300 → $330 | Maintains | Overweight | Get Alert |
| 01/02/2024 | VEEV | Buy Now | Veeva Sys | $215.78 | 1.96% | Brent Bracelin72% | $200 → $220 | Maintains | Overweight | Get Alert |
| 01/02/2024 | SNOW | Buy Now | Snowflake | $143.87 | 73.77% | Brent Bracelin72% | $220 → $250 | Maintains | Overweight | Get Alert |
| 01/02/2024 | PCOR | Buy Now | Procore Technologies | $57.23 | 34.54% | Brent Bracelin72% | $70 → $77 | Maintains | Overweight | Get Alert |
| 01/02/2024 | ORCL | Buy Now | Oracle | $130.15 | -6.26% | Brent Bracelin72% | $125 → $122 | Maintains | Overweight | Get Alert |
| 01/02/2024 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | $2.5 → $3 | Maintains | Neutral | Get Alert |
| 01/02/2024 | MSFT | Buy Now | Microsoft | $373.10 | 21.95% | Brent Bracelin72% | $425 → $455 | Maintains | Overweight | Get Alert |
| 01/02/2024 | MNDY | Buy Now | Monday.Com | $243.00 | 2.88% | Brent Bracelin72% | $225 → $250 | Maintains | Overweight | Get Alert |
| 01/02/2024 | HUBS | Buy Now | HubSpot | $541.82 | 16.27% | Brent Bracelin72% | $610 → $630 | Maintains | Overweight | Get Alert |
| 01/02/2024 | GLBE | Buy Now | Global E Online | $32.94 | 51.79% | Brent Bracelin72% | $45 → $50 | Maintains | Overweight | Get Alert |
| 01/02/2024 | FRSH | Buy Now | Freshworks | $12.48 | 124.36% | Brent Bracelin72% | $24 → $28 | Maintains | Overweight | Get Alert |
| 01/02/2024 | EXFY | Buy Now | Expensify | $2.72 | 10.29% | Brent Bracelin72% | $2 → $3 | Maintains | Neutral | Get Alert |
| 01/02/2024 | CRM | Buy Now | Salesforce | $248.88 | 14.51% | Brent Bracelin72% | $266 → $285 | Maintains | Neutral | Get Alert |
| 01/02/2024 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $50 → $48.25 | Maintains | Neutral | Get Alert |
| 01/02/2024 | ASAN | Buy Now | Asana | $14.75 | 22.03% | Brent Bracelin72% | $16 → $18 | Maintains | Underweight | Get Alert |
| 01/02/2024 | ADBE | Buy Now | Adobe | $355.03 | 98.57% | Brent Bracelin72% | $650 → $705 | Maintains | Overweight | Get Alert |
| 01/02/2024 | BL | Buy Now | BlackLine | $45.06 | 33.16% | Brent Bracelin72% | $53 → $60 | Downgrade | Neutral → Underweight | Get Alert |
| 01/02/2024 | U | Buy Now | Unity Software | $20.89 | 67.54% | Brent Bracelin72% | $20 → $35 | Downgrade | Neutral → Underweight | Get Alert |
| 01/02/2024 | AVDX | Buy Now | AvidXchange Holdings | $7.66 | 69.71% | Brent Bracelin72% | $12 → $13 | Downgrade | Overweight → Neutral | Get Alert |
| 01/02/2024 | WEAV | Buy Now | Weave Communications | $9.06 | 65.56% | Brent Bracelin72% | $8 → $15 | Upgrade | Neutral → Overweight | Get Alert |
| 01/02/2024 | NCNO | Buy Now | Ncino | $23.28 | 80.41% | Brent Bracelin72% | $30 → $42 | Upgrade | Neutral → Overweight | Get Alert |
| 12/18/2023 | PCOR | Buy Now | Procore Technologies | $57.23 | 22.31% | Brent Bracelin72% | $70 → $70 | Reiterates | Overweight → Overweight | Get Alert |
| 12/18/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | → $50 | Reiterates | Neutral → Neutral | Get Alert |
| 12/15/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $32 → $50 | Upgrade | Underweight → Neutral | Get Alert |
| 12/14/2023 | ADBE | Buy Now | Adobe | $355.03 | 83.08% | Brent Bracelin72% | → $650 | Reiterates | Overweight → Overweight | Get Alert |
| 12/12/2023 | ORCL | Buy Now | Oracle | $130.15 | -3.96% | Brent Bracelin72% | $130 → $125 | Maintains | Overweight | Get Alert |
| 12/12/2023 | HUBS | Buy Now | HubSpot | $541.82 | 12.58% | Brent Bracelin72% | $515 → $610 | Upgrade | Neutral → Overweight | Get Alert |
| 12/11/2023 | GLBE | Buy Now | Global E Online | $32.94 | 36.61% | Brent Bracelin72% | → $45 | Reiterates | Overweight → Overweight | Get Alert |
| 12/07/2023 | MNDY | Buy Now | Monday.Com | $243.00 | -7.41% | Brent Bracelin72% | $200 → $225 | Maintains | Overweight | Get Alert |
| 12/07/2023 | BRZE | Buy Now | Braze | $28.77 | 129.41% | Brent Bracelin72% | $57 → $66 | Maintains | Overweight | Get Alert |
| 12/07/2023 | VEEV | Buy Now | Veeva Sys | $215.78 | -7.31% | Brent Bracelin72% | → $200 | Reiterates | Overweight → Overweight | Get Alert |
| 12/06/2023 | ASAN | Buy Now | Asana | $14.75 | 8.47% | Brent Bracelin72% | → $16 | Reiterates | Underweight → Underweight | Get Alert |
| 12/06/2023 | MDB | Buy Now | MongoDB | $155.50 | 221.54% | Brent Bracelin72% | $425 → $500 | Maintains | Overweight | Get Alert |
| 12/01/2023 | PCOR | Buy Now | Procore Technologies | $57.23 | 22.31% | Brent Bracelin72% | $70 → $70 | Reiterates | Overweight → Overweight | Get Alert |
| 11/30/2023 | CRM | Buy Now | Salesforce | $248.88 | 6.88% | Brent Bracelin72% | $232 → $266 | Maintains | Neutral | Get Alert |
| 11/30/2023 | NCNO | Buy Now | Ncino | $23.28 | 28.87% | Brent Bracelin72% | → $30 | Reiterates | Neutral → Neutral | Get Alert |
| 11/30/2023 | SNOW | Buy Now | Snowflake | $143.87 | 52.92% | Brent Bracelin72% | $195 → $220 | Maintains | Overweight | Get Alert |
| 11/29/2023 | WDAY | Buy Now | Workday | $226.30 | 32.57% | Brent Bracelin72% | $275 → $300 | Maintains | Overweight | Get Alert |
| 11/16/2023 | RSKD | Buy Now | Riskified | $4.51 | 10.86% | Brent Bracelin72% | → $5 | Reiterates | Overweight → Overweight | Get Alert |
| 11/15/2023 | GLBE | Buy Now | Global E Online | $32.94 | 36.61% | Brent Bracelin72% | $47 → $45 | Maintains | Overweight | Get Alert |
| 11/10/2023 | VEEV | Buy Now | Veeva Sys | $215.78 | -7.31% | Brent Bracelin72% | $235 → $200 | Maintains | Overweight | Get Alert |
| 11/10/2023 | U | Buy Now | Unity Software | $20.89 | -4.26% | Brent Bracelin72% | $30 → $20 | Maintains | Neutral | Get Alert |
| 11/09/2023 | AVDX | Buy Now | AvidXchange Holdings | $7.66 | 56.66% | Brent Bracelin72% | → $12 | Reiterates | Overweight → Overweight | Get Alert |
| 11/09/2023 | ADBE | Buy Now | Adobe | $355.03 | 83.08% | Brent Bracelin72% | → $650 | Reiterates | Overweight → Overweight | Get Alert |
| 11/09/2023 | HUBS | Buy Now | HubSpot | $541.82 | -4.95% | Brent Bracelin72% | → $515 | Reiterates | Neutral → Neutral | Get Alert |
| 11/08/2023 | TOST | Buy Now | Toast | $35.50 | -52.11% | Brent Bracelin72% | $27 → $17 | Downgrade | Overweight → Neutral | Get Alert |
| 11/08/2023 | KVYO | Buy Now | Klaviyo | $25.23 | 50.61% | Brent Bracelin72% | → $38 | Reiterates | Overweight → Overweight | Get Alert |
| 11/08/2023 | EXFY | Buy Now | Expensify | $2.72 | -26.47% | Brent Bracelin72% | $4 → $2 | Maintains | Neutral | Get Alert |
| 11/07/2023 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | $2 → $2.5 | Maintains | Neutral | Get Alert |
| 11/07/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $30 → $32 | Maintains | Underweight | Get Alert |
| 11/03/2023 | BL | Buy Now | BlackLine | $45.06 | 17.62% | Brent Bracelin72% | → $53 | Reiterates | Neutral → Neutral | Get Alert |
| 11/03/2023 | BILL | Buy Now | BILL Holdings | $41.98 | 126.3% | Brent Bracelin72% | $165 → $95 | Maintains | Overweight | Get Alert |
| 11/02/2023 | PCOR | Buy Now | Procore Technologies | $57.23 | 22.31% | Brent Bracelin72% | $84 → $70 | Maintains | Overweight | Get Alert |
| 11/02/2023 | WEAV | Buy Now | Weave Communications | $9.06 | -11.7% | Brent Bracelin72% | → $8 | Reiterates | Neutral → Neutral | Get Alert |
| 11/01/2023 | FRSH | Buy Now | Freshworks | $12.48 | 92.31% | Brent Bracelin72% | $24 → $24 | Reiterates | Overweight → Overweight | Get Alert |
| 10/31/2023 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 147.52% | Brent Bracelin72% | $21 → $20 | Maintains | Overweight | Get Alert |
| 10/30/2023 | MSFT | Buy Now | Microsoft | $373.10 | 13.91% | Brent Bracelin72% | $425 → $425 | Reiterates | Overweight → Overweight | Get Alert |
| 10/25/2023 | MSFT | Buy Now | Microsoft | $373.10 | 13.91% | Brent Bracelin72% | $400 → $425 | Maintains | Overweight | Get Alert |
| 10/23/2023 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 159.9% | Brent Bracelin72% | $26 → $21 | Maintains | Overweight | Get Alert |
| 10/23/2023 | WEAV | Buy Now | Weave Communications | $9.06 | -11.7% | Brent Bracelin72% | $13 → $8 | Maintains | Neutral | Get Alert |
| 10/23/2023 | SNOW | Buy Now | Snowflake | $143.87 | 35.54% | Brent Bracelin72% | $205 → $195 | Maintains | Overweight | Get Alert |
| 10/23/2023 | RSKD | Buy Now | Riskified | $4.51 | 10.86% | Brent Bracelin72% | $7 → $5 | Maintains | Overweight | Get Alert |
| 10/23/2023 | ONTF | Buy Now | ON24 | $4.62 | 51.52% | Brent Bracelin72% | $8 → $7 | Maintains | Neutral | Get Alert |
| 10/23/2023 | MNDY | Buy Now | Monday.Com | $243.00 | -17.7% | Brent Bracelin72% | $215 → $200 | Maintains | Overweight | Get Alert |
| 10/23/2023 | HUBS | Buy Now | HubSpot | $541.82 | -4.95% | Brent Bracelin72% | $520 → $515 | Maintains | Neutral | Get Alert |
| 10/23/2023 | GLBE | Buy Now | Global E Online | $32.94 | 42.68% | Brent Bracelin72% | $54 → $47 | Maintains | Overweight | Get Alert |
| 10/23/2023 | FRSH | Buy Now | Freshworks | $12.48 | 92.31% | Brent Bracelin72% | $28 → $24 | Maintains | Overweight | Get Alert |
| 10/23/2023 | EXFY | Buy Now | Expensify | $2.72 | 47.06% | Brent Bracelin72% | $7 → $4 | Maintains | Neutral | Get Alert |
| 10/23/2023 | AVDX | Buy Now | AvidXchange Holdings | $7.66 | 56.66% | Brent Bracelin72% | $15 → $12 | Maintains | Overweight | Get Alert |
| 10/23/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | → $30 | Downgrade | Neutral → Underweight | Get Alert |
| 10/23/2023 | ASAN | Buy Now | Asana | $14.75 | 8.47% | Brent Bracelin72% | $24 → $16 | Downgrade | Neutral → Underweight | Get Alert |
| 10/23/2023 | U | Buy Now | Unity Software | $20.89 | 43.61% | Brent Bracelin72% | $48 → $30 | Downgrade | Overweight → Neutral | Get Alert |
| 10/23/2023 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | $4 → $2 | Downgrade | Overweight → Neutral | Get Alert |
| 10/23/2023 | CRM | Buy Now | Salesforce | $248.88 | -6.78% | Brent Bracelin72% | $268 → $232 | Downgrade | Overweight → Neutral | Get Alert |
| 10/16/2023 | MSFT | Buy Now | Microsoft | $373.10 | 7.21% | Brent Bracelin72% | $400 → $400 | Reiterates | Overweight → Overweight | Get Alert |
| 10/16/2023 | KVYO | Buy Now | Klaviyo | $25.23 | 50.61% | Brent Bracelin72% | → $38 | Initiates | → Overweight | Get Alert |
| 10/11/2023 | ADBE | Buy Now | Adobe | $355.03 | 83.08% | Brent Bracelin72% | → $650 | Reiterates | Overweight → Overweight | Get Alert |
| 10/04/2023 | ASAN | Buy Now | Asana | $14.75 | 62.71% | Brent Bracelin72% | → $24 | Reiterates | Neutral → Neutral | Get Alert |
| 09/29/2023 | NCNO | Buy Now | Ncino | $23.28 | 28.87% | Brent Bracelin72% | → $30 | Reiterates | Neutral → Neutral | Get Alert |
| 09/28/2023 | WDAY | Buy Now | Workday | $226.30 | 21.52% | Brent Bracelin72% | $288 → $275 | Maintains | Overweight | Get Alert |
| 09/26/2023 | GLBE | Buy Now | Global E Online | $32.94 | 63.93% | Brent Bracelin72% | → $54 | Reiterates | Overweight → Overweight | Get Alert |
| 09/22/2023 | ORCL | Buy Now | Oracle | $130.15 | -0.12% | Brent Bracelin72% | → $130 | Reiterates | Overweight → Overweight | Get Alert |
| 09/21/2023 | PCOR | Buy Now | Procore Technologies | $57.23 | 46.78% | Brent Bracelin72% | → $84 | Reiterates | Overweight → Overweight | Get Alert |
| 09/15/2023 | ADBE | Buy Now | Adobe | $355.03 | 83.08% | Brent Bracelin72% | $572 → $650 | Maintains | Overweight | Get Alert |
| 09/12/2023 | ORCL | Buy Now | Oracle | $130.15 | -0.12% | Brent Bracelin72% | → $130 | Reiterates | Overweight → Overweight | Get Alert |
| 09/08/2023 | FRSH | Buy Now | Freshworks | $12.48 | 124.36% | Brent Bracelin72% | $27 → $28 | Maintains | Overweight | Get Alert |
| 09/08/2023 | BRZE | Buy Now | Braze | $28.77 | 98.12% | Brent Bracelin72% | $45 → $57 | Maintains | Overweight | Get Alert |
| 09/07/2023 | HUBS | Buy Now | HubSpot | $541.82 | -4.03% | Brent Bracelin72% | → $520 | Reiterates | Neutral → Neutral | Get Alert |
| 09/06/2023 | ASAN | Buy Now | Asana | $14.75 | 62.71% | Brent Bracelin72% | → $24 | Reiterates | Neutral → Neutral | Get Alert |
| 09/05/2023 | TOST | Buy Now | Toast | $35.50 | -23.94% | Brent Bracelin72% | → $27 | Reiterates | Overweight → Overweight | Get Alert |
| 09/01/2023 | MDB | Buy Now | MongoDB | $155.50 | 173.31% | Brent Bracelin72% | $400 → $425 | Maintains | Overweight | Get Alert |
| 08/31/2023 | VEEV | Buy Now | Veeva Sys | $215.78 | 8.91% | Brent Bracelin72% | $232 → $235 | Maintains | Overweight | Get Alert |
| 08/31/2023 | CRM | Buy Now | Salesforce | $248.88 | 7.68% | Brent Bracelin72% | $248 → $268 | Maintains | Overweight | Get Alert |
| 08/30/2023 | NCNO | Buy Now | Ncino | $23.28 | 28.87% | Brent Bracelin72% | $32 → $30 | Maintains | Neutral | Get Alert |
| 08/25/2023 | WDAY | Buy Now | Workday | $226.30 | 27.26% | Brent Bracelin72% | $280 → $288 | Maintains | Overweight | Get Alert |
| 08/24/2023 | SNOW | Buy Now | Snowflake | $143.87 | 42.49% | Brent Bracelin72% | $210 → $205 | Maintains | Overweight | Get Alert |
| 08/18/2023 | BILL | Buy Now | BILL Holdings | $41.98 | 293.05% | Brent Bracelin72% | → $165 | Reiterates | Overweight → Overweight | Get Alert |
| 08/16/2023 | RSKD | Buy Now | Riskified | $4.51 | 55.21% | Brent Bracelin72% | $8 → $7 | Maintains | Overweight | Get Alert |
| 08/15/2023 | BILL | Buy Now | BILL Holdings | $41.98 | 293.05% | Brent Bracelin72% | → $165 | Reiterates | Overweight → Overweight | Get Alert |
| 08/14/2023 | MNDY | Buy Now | Monday.Com | $243.00 | -11.52% | Brent Bracelin72% | $200 → $215 | Reiterates | Overweight → Overweight | Get Alert |
| 08/09/2023 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | → $4 | Reiterates | Overweight → Overweight | Get Alert |
| 08/09/2023 | EXFY | Buy Now | Expensify | $2.72 | 157.35% | Brent Bracelin72% | $9 → $7 | Maintains | Neutral | Get Alert |
| 08/09/2023 | ONTF | Buy Now | ON24 | $4.62 | 73.16% | Brent Bracelin72% | $9 → $8 | Maintains | Neutral | Get Alert |
| 08/09/2023 | BL | Buy Now | BlackLine | $45.06 | 17.62% | Brent Bracelin72% | $55 → $53 | Maintains | Neutral | Get Alert |
| 08/09/2023 | TOST | Buy Now | Toast | $35.50 | -23.94% | Brent Bracelin72% | $23 → $27 | Maintains | Overweight | Get Alert |
| 08/09/2023 | GLBE | Buy Now | Global E Online | $32.94 | 63.93% | Brent Bracelin72% | → $54 | Reiterates | Overweight → Overweight | Get Alert |
| 08/08/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $68 → $30 | Downgrade | Overweight → Neutral | Get Alert |
| 08/03/2023 | HUBS | Buy Now | HubSpot | $541.82 | -4.03% | Brent Bracelin72% | → $520 | Reiterates | Neutral → Neutral | Get Alert |
| 08/03/2023 | WEAV | Buy Now | Weave Communications | $9.06 | 43.49% | Brent Bracelin72% | $12 → $13 | Maintains | Neutral | Get Alert |
| 08/03/2023 | PCOR | Buy Now | Procore Technologies | $57.23 | 46.78% | Brent Bracelin72% | $82 → $84 | Maintains | Overweight | Get Alert |
| 08/03/2023 | AVDX | Buy Now | AvidXchange Holdings | $7.66 | 95.82% | Brent Bracelin72% | → $15 | Reiterates | Overweight → Overweight | Get Alert |
| 08/03/2023 | U | Buy Now | Unity Software | $20.89 | 129.78% | Brent Bracelin72% | → $48 | Reiterates | Overweight → Overweight | Get Alert |
| 08/02/2023 | FRSH | Buy Now | Freshworks | $12.48 | 116.35% | Brent Bracelin72% | $22 → $27 | Maintains | Overweight | Get Alert |
| 08/01/2023 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 221.78% | Brent Bracelin72% | $30 → $26 | Maintains | Overweight | Get Alert |
| 07/31/2023 | WEAV | Buy Now | Weave Communications | $9.06 | 32.45% | Brent Bracelin72% | $6 → $12 | Maintains | Neutral | Get Alert |
| 07/31/2023 | WDAY | Buy Now | Workday | $226.30 | 23.73% | Brent Bracelin72% | $247 → $280 | Maintains | Overweight | Get Alert |
| 07/31/2023 | VEEV | Buy Now | Veeva Sys | $215.78 | 7.52% | Brent Bracelin72% | $215 → $232 | Maintains | Overweight | Get Alert |
| 07/31/2023 | U | Buy Now | Unity Software | $20.89 | 129.78% | Brent Bracelin72% | $43 → $48 | Maintains | Overweight | Get Alert |
| 07/31/2023 | NCNO | Buy Now | Ncino | $23.28 | 37.46% | Brent Bracelin72% | $22 → $32 | Maintains | Neutral | Get Alert |
| 07/31/2023 | FRSH | Buy Now | Freshworks | $12.48 | 76.28% | Brent Bracelin72% | $20 → $22 | Maintains | Overweight | Get Alert |
| 07/31/2023 | AVDX | Buy Now | AvidXchange Holdings | $7.66 | 95.82% | Brent Bracelin72% | $14 → $15 | Maintains | Overweight | Get Alert |
| 07/27/2023 | ORCL | Buy Now | Oracle | $130.15 | -0.12% | Brent Bracelin72% | → $130 | Reiterates | Overweight → Overweight | Get Alert |
| 07/26/2023 | MSFT | Buy Now | Microsoft | $373.10 | 7.21% | Brent Bracelin72% | $400 → $400 | Reiterates | Overweight → Overweight | Get Alert |
| 07/19/2023 | MSFT | Buy Now | Microsoft | $373.10 | 7.21% | Brent Bracelin72% | $400 → $400 | Reiterates | Overweight → Overweight | Get Alert |
| 07/06/2023 | HUBS | Buy Now | HubSpot | $541.82 | -4.03% | Brent Bracelin72% | $482 → $520 | Downgrade | Overweight → Neutral | Get Alert |
| 07/06/2023 | GLBE | Buy Now | Global E Online | $32.94 | 63.93% | Brent Bracelin72% | $38 → $54 | Maintains | Overweight | Get Alert |
| 07/06/2023 | BILL | Buy Now | BILL Holdings | $41.98 | 293.05% | Brent Bracelin72% | $110 → $165 | Maintains | Overweight | Get Alert |
| 06/28/2023 | SNOW | Buy Now | Snowflake | $143.87 | 45.97% | Brent Bracelin72% | $194 → $210 | Maintains | Overweight | Get Alert |
| 06/23/2023 | MDB | Buy Now | MongoDB | $155.50 | 157.23% | Brent Bracelin72% | → $400 | Reiterates | Overweight → Overweight | Get Alert |
| 06/16/2023 | ADBE | Buy Now | Adobe | $355.03 | 61.11% | Brent Bracelin72% | $500 → $572 | Maintains | Overweight | Get Alert |
| 06/13/2023 | CRM | Buy Now | Salesforce | $248.88 | -0.35% | Brent Bracelin72% | → $248 | Reiterates | Overweight → Overweight | Get Alert |
| 06/09/2023 | BRZE | Buy Now | Braze | $28.77 | 49.46% | Brent Bracelin72% | $40 → $43 | Maintains | Overweight | Get Alert |
| 06/09/2023 | ORCL | Buy Now | Oracle | $130.15 | -0.12% | Brent Bracelin72% | $104 → $130 | Maintains | Overweight | Get Alert |
| 06/08/2023 | ADBE | Buy Now | Adobe | $355.03 | 40.83% | Brent Bracelin72% | $415 → $500 | Maintains | Overweight | Get Alert |
| 06/06/2023 | U | Buy Now | Unity Software | $20.89 | 105.84% | Brent Bracelin72% | $43 → $43 | Reiterates | Overweight → Overweight | Get Alert |
| 06/02/2023 | MDB | Buy Now | MongoDB | $155.50 | 157.23% | Brent Bracelin72% | $270 → $400 | Maintains | Overweight | Get Alert |
| 06/02/2023 | AVDX | Buy Now | AvidXchange Holdings | $7.66 | 82.77% | Brent Bracelin72% | $11 → $14 | Maintains | Overweight | Get Alert |
| 06/02/2023 | ASAN | Buy Now | Asana | $14.75 | 62.71% | Brent Bracelin72% | → $24 | Reiterates | Neutral → Neutral | Get Alert |
| 06/01/2023 | CRM | Buy Now | Salesforce | $248.88 | -0.35% | Brent Bracelin72% | $230 → $248 | Maintains | Overweight | Get Alert |
| 06/01/2023 | NCNO | Buy Now | Ncino | $23.28 | -5.5% | Brent Bracelin72% | → $22 | Reiterates | Neutral → Neutral | Get Alert |
| 06/01/2023 | VEEV | Buy Now | Veeva Sys | $215.78 | -0.36% | Brent Bracelin72% | $212 → $215 | Maintains | Overweight | Get Alert |
| 05/31/2023 | MSFT | Buy Now | Microsoft | $373.10 | 7.21% | Brent Bracelin72% | $348 → $400 | Maintains | Overweight | Get Alert |
| 05/31/2023 | MNDY | Buy Now | Monday.Com | $243.00 | -17.7% | Brent Bracelin72% | → $200 | Reiterates | Overweight → Overweight | Get Alert |
| 05/26/2023 | WDAY | Buy Now | Workday | $226.30 | 9.15% | Brent Bracelin72% | $215 → $247 | Maintains | Overweight | Get Alert |
| 05/25/2023 | SNOW | Buy Now | Snowflake | $143.87 | 34.84% | Brent Bracelin72% | → $194 | Reiterates | Overweight → Overweight | Get Alert |
| 05/24/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | → $68 | Reiterates | Overweight → Overweight | Get Alert |
| 05/22/2023 | GLBE | Buy Now | Global E Online | $32.94 | 15.36% | Brent Bracelin72% | $34 → $38 | Maintains | Overweight | Get Alert |
| 05/17/2023 | RSKD | Buy Now | Riskified | $4.51 | 77.38% | Brent Bracelin72% | → $8 | Reiterates | Overweight → Overweight | Get Alert |
| 05/15/2023 | MNDY | Buy Now | Monday.Com | $243.00 | -17.7% | Brent Bracelin72% | $185 → $200 | Maintains | Overweight | Get Alert |
| 05/11/2023 | U | Buy Now | Unity Software | $20.89 | 105.84% | Brent Bracelin72% | → $43 | Reiterates | → Overweight | Get Alert |
| 05/10/2023 | EXFY | Buy Now | Expensify | $2.72 | 230.88% | Brent Bracelin72% | $10 → $9 | Maintains | Neutral | Get Alert |
| 05/10/2023 | ONTF | Buy Now | ON24 | $4.62 | 94.81% | Brent Bracelin72% | → $9 | Reiterates | → Neutral | Get Alert |
| 05/10/2023 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | → $4 | Reiterates | → Overweight | Get Alert |
| 05/10/2023 | TOST | Buy Now | Toast | $35.50 | -35.21% | Brent Bracelin72% | → $23 | Reiterates | → Overweight | Get Alert |
| 05/05/2023 | BL | Buy Now | BlackLine | $45.06 | 22.06% | Brent Bracelin72% | $64 → $55 | Maintains | Neutral | Get Alert |
| 05/05/2023 | BILL | Buy Now | BILL Holdings | $41.98 | 162.03% | Brent Bracelin72% | → $110 | Reiterates | → Overweight | Get Alert |
| 05/04/2023 | HUBS | Buy Now | HubSpot | $541.82 | -11.04% | Brent Bracelin72% | $450 → $482 | Maintains | Overweight | Get Alert |
| 05/04/2023 | WEAV | Buy Now | Weave Communications | $9.06 | -33.77% | Brent Bracelin72% | → $6 | Reiterates | → Neutral | Get Alert |
| 05/04/2023 | PCOR | Buy Now | Procore Technologies | $57.23 | 43.28% | Brent Bracelin72% | → $82 | Reiterates | → Overweight | Get Alert |
| 05/04/2023 | AVDX | Buy Now | AvidXchange Holdings | $7.66 | 43.6% | Brent Bracelin72% | → $11 | Reiterates | → Overweight | Get Alert |
| 05/03/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | → $68 | Reiterates | → Overweight | Get Alert |
| 05/02/2023 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 271.29% | Brent Bracelin72% | $32 → $30 | Maintains | Overweight | Get Alert |
| 04/28/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $87 → $68 | Maintains | Overweight | Get Alert |
| 04/27/2023 | PCOR | Buy Now | Procore Technologies | $57.23 | 43.28% | Brent Bracelin72% | → $82 | Reiterates | → Overweight | Get Alert |
| 04/27/2023 | BILL | Buy Now | BILL Holdings | $41.98 | 162.03% | Brent Bracelin72% | $140 → $110 | Maintains | Overweight | Get Alert |
| 04/26/2023 | MSFT | Buy Now | Microsoft | $373.10 | -6.73% | Brent Bracelin72% | $290 → $348 | Maintains | Overweight | Get Alert |
| 04/21/2023 | MSFT | Buy Now | Microsoft | $373.10 | -22.27% | Brent Bracelin72% | → $290 | Reiterates | → Overweight | Get Alert |
| 04/21/2023 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin72% | → $18.15 | Reiterates | → Neutral | Get Alert |
| 04/06/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | → $87 | Reiterates | → Overweight | Get Alert |
| 03/31/2023 | BRZE | Buy Now | Braze | $28.77 | 39.03% | Brent Bracelin72% | $33 → $40 | Maintains | Overweight | Get Alert |
| 03/29/2023 | NCNO | Buy Now | Ncino | $23.28 | -5.5% | Brent Bracelin72% | → $22 | Reiterates | → Neutral | Get Alert |
| 03/22/2023 | ADBE | Buy Now | Adobe | $355.03 | 16.89% | Brent Bracelin72% | → $415 | Reiterates | → Overweight | Get Alert |
| 03/21/2023 | FRSH | Buy Now | Freshworks | $12.48 | 60.26% | Brent Bracelin72% | $20 → $20 | Reiterates | Overweight → Overweight | Get Alert |
| 03/21/2023 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | → $4 | Reiterates | → Overweight | Get Alert |
| 03/16/2023 | ADBE | Buy Now | Adobe | $355.03 | 16.89% | Brent Bracelin72% | → $415 | Reiterates | → Overweight | Get Alert |
| 03/14/2023 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin72% | → $18.15 | Downgrade | Overweight → Neutral | Get Alert |
| 03/14/2023 | NCNO | Buy Now | Ncino | $23.28 | -5.5% | Brent Bracelin72% | $30 → $22 | Downgrade | Overweight → Neutral | Get Alert |
| 03/10/2023 | RSKD | Buy Now | Riskified | $4.51 | 77.38% | Brent Bracelin72% | $6 → $8 | Upgrade | Neutral → Overweight | Get Alert |
| 03/10/2023 | ORCL | Buy Now | Oracle | $130.15 | -20.09% | Brent Bracelin72% | → $104 | Reiterates | → Overweight | Get Alert |
| 03/09/2023 | MDB | Buy Now | MongoDB | $155.50 | 73.63% | Brent Bracelin72% | → $270 | Reiterates | → Overweight | Get Alert |
| 03/09/2023 | ASAN | Buy Now | Asana | $14.75 | 62.71% | Brent Bracelin72% | $13 → $24 | Maintains | Neutral | Get Alert |
| 03/06/2023 | HUBS | Buy Now | HubSpot | $541.82 | -16.95% | Brent Bracelin72% | → $450 | Reiterates | → Overweight | Get Alert |
| 03/06/2023 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin72% | $16 → $18.15 | Maintains | Overweight | Get Alert |
| 03/06/2023 | BL | Buy Now | BlackLine | $45.06 | 42.03% | Brent Bracelin72% | → $64 | Reiterates | → Neutral | Get Alert |
| 03/02/2023 | CRM | Buy Now | Salesforce | $248.88 | -7.59% | Brent Bracelin72% | $171 → $230 | Maintains | Overweight | Get Alert |
| 03/02/2023 | SNOW | Buy Now | Snowflake | $143.87 | 34.84% | Brent Bracelin72% | → $194 | Reiterates | → Overweight | Get Alert |
| 03/02/2023 | AVDX | Buy Now | AvidXchange Holdings | $7.66 | 43.6% | Brent Bracelin72% | → $11 | Reiterates | → Overweight | Get Alert |
| 03/01/2023 | ONTF | Buy Now | ON24 | $4.62 | 94.81% | Brent Bracelin72% | → $9 | Reiterates | → Neutral | Get Alert |
| 02/28/2023 | WDAY | Buy Now | Workday | $226.30 | -4.99% | Brent Bracelin72% | $184 → $215 | Maintains | Overweight | Get Alert |
| 02/27/2023 | FRSH | Buy Now | Freshworks | $12.48 | 60.26% | Brent Bracelin72% | $20 → $20 | Reiterates | Overweight → Overweight | Get Alert |
| 02/24/2023 | EXFY | Buy Now | Expensify | $2.72 | 267.65% | Brent Bracelin72% | $12 → $10 | Maintains | Neutral | Get Alert |
| 02/24/2023 | RSKD | Buy Now | Riskified | $4.51 | 33.04% | Brent Bracelin72% | → $6 | Reiterates | → Neutral | Get Alert |
| 02/23/2023 | U | Buy Now | Unity Software | $20.89 | 105.84% | Brent Bracelin72% | $33 → $43 | Maintains | Overweight | Get Alert |
| 02/23/2023 | WEAV | Buy Now | Weave Communications | $9.06 | -33.77% | Brent Bracelin72% | → $6 | Reiterates | → Neutral | Get Alert |
| 02/23/2023 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | → $4 | Reiterates | → Overweight | Get Alert |
| 02/23/2023 | GLBE | Buy Now | Global E Online | $32.94 | 3.22% | Brent Bracelin72% | $27 → $34 | Maintains | Overweight | Get Alert |
| 02/17/2023 | HUBS | Buy Now | HubSpot | $541.82 | -16.95% | Brent Bracelin72% | $350 → $450 | Maintains | Overweight | Get Alert |
| 02/17/2023 | PCOR | Buy Now | Procore Technologies | $57.23 | 43.28% | Brent Bracelin72% | $60 → $82 | Maintains | Overweight | Get Alert |
| 02/17/2023 | TOST | Buy Now | Toast | $35.50 | -35.21% | Brent Bracelin72% | $22 → $23 | Maintains | Overweight | Get Alert |
| 02/15/2023 | BL | Buy Now | BlackLine | $45.06 | 42.03% | Brent Bracelin72% | $66 → $64 | Maintains | Neutral | Get Alert |
| 02/14/2023 | MNDY | Buy Now | Monday.Com | $243.00 | -23.87% | Brent Bracelin72% | $130 → $185 | Maintains | Overweight | Get Alert |
| 02/10/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $60 → $87 | Maintains | Overweight | Get Alert |
| 02/08/2023 | FRSH | Buy Now | Freshworks | $12.48 | 60.26% | Brent Bracelin72% | $16 → $20 | Maintains | Overweight | Get Alert |
| 02/08/2023 | MSFT | Buy Now | Microsoft | $373.10 | -22.27% | Brent Bracelin72% | $247 → $290 | Maintains | Overweight | Get Alert |
| 01/26/2023 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin72% | $14 → $16 | Maintains | Overweight | Get Alert |
| 01/09/2023 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 296.04% | Brent Bracelin72% | $50 → $32 | Maintains | Overweight | Get Alert |
| 01/09/2023 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin72% | $16 → $14 | Maintains | Overweight | Get Alert |
| 01/09/2023 | WDAY | Buy Now | Workday | $226.30 | -18.69% | Brent Bracelin72% | $186 → $184 | Maintains | Overweight | Get Alert |
| 01/09/2023 | VEEV | Buy Now | Veeva Sys | $215.78 | -5.46% | Brent Bracelin72% | $220 → $204 | Maintains | Overweight | Get Alert |
| 01/09/2023 | TOST | Buy Now | Toast | $35.50 | -38.03% | Brent Bracelin72% | $26 → $22 | Maintains | Overweight | Get Alert |
| 01/09/2023 | SNOW | Buy Now | Snowflake | $143.87 | 34.84% | Brent Bracelin72% | $200 → $194 | Maintains | Overweight | Get Alert |
| 01/09/2023 | PCOR | Buy Now | Procore Technologies | $57.23 | 4.84% | Brent Bracelin72% | $67 → $60 | Maintains | Overweight | Get Alert |
| 01/09/2023 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | $6 → $4 | Maintains | Overweight | Get Alert |
| 01/09/2023 | NCNO | Buy Now | Ncino | $23.28 | 28.87% | Brent Bracelin72% | $35 → $30 | Maintains | Overweight | Get Alert |
| 01/09/2023 | MNDY | Buy Now | Monday.Com | $243.00 | -46.5% | Brent Bracelin72% | $138 → $130 | Maintains | Overweight | Get Alert |
| 01/09/2023 | HUBS | Buy Now | HubSpot | $541.82 | -35.4% | Brent Bracelin72% | $400 → $350 | Maintains | Overweight | Get Alert |
| 01/09/2023 | FRSH | Buy Now | Freshworks | $12.48 | 28.21% | Brent Bracelin72% | $17 → $16 | Maintains | Overweight | Get Alert |
| 01/09/2023 | CRM | Buy Now | Salesforce | $248.88 | -31.29% | Brent Bracelin72% | $175 → $171 | Maintains | Overweight | Get Alert |
| 01/09/2023 | BILL | Buy Now | BILL Holdings | $41.98 | 233.5% | Brent Bracelin72% | $165 → $140 | Maintains | Overweight | Get Alert |
| 01/09/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $62 → $60 | Maintains | Overweight | Get Alert |
| 01/09/2023 | ASAN | Buy Now | Asana | $14.75 | -11.86% | Brent Bracelin72% | $16 → $13 | Maintains | Neutral | Get Alert |
| 01/09/2023 | MSFT | Buy Now | Microsoft | $373.10 | -33.8% | Brent Bracelin72% | $265 → $247 | Maintains | Overweight | Get Alert |
| 01/09/2023 | ADBE | Buy Now | Adobe | $355.03 | 16.89% | Brent Bracelin72% | $380 → $415 | Maintains | Overweight | Get Alert |
| 01/09/2023 | ORCL | Buy Now | Oracle | $130.15 | -20.09% | Brent Bracelin72% | $85 → $104 | Upgrade | Neutral → Overweight | Get Alert |
| 01/09/2023 | BL | Buy Now | BlackLine | $45.06 | 46.47% | Brent Bracelin72% | $70 → $66 | Downgrade | Overweight → Neutral | Get Alert |
| 12/16/2022 | ADBE | Buy Now | Adobe | $355.03 | 7.03% | Brent Bracelin72% | $345 → $380 | Maintains | Overweight | Get Alert |
| 12/14/2022 | BRZE | Buy Now | Braze | $28.77 | 14.7% | Brent Bracelin72% | $38 → $33 | Maintains | Overweight | Get Alert |
| 12/13/2022 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin72% | — | Suspends | → Underweight | Get Alert |
| 12/13/2022 | USER | Buy Now | UserTesting | — | — | Brent Bracelin72% | — | Downgrade | Overweight → Neutral | Get Alert |
| 12/13/2022 | ORCL | Buy Now | Oracle | $130.15 | -34.69% | Brent Bracelin72% | $75 → $85 | Maintains | Neutral | Get Alert |
| 12/02/2022 | ASAN | Buy Now | Asana | $14.75 | 8.47% | Brent Bracelin72% | $24 → $16 | Downgrade | Overweight → Neutral | Get Alert |
| 12/01/2022 | NCNO | Buy Now | Ncino | $23.28 | 50.34% | Brent Bracelin72% | $38 → $35 | Maintains | Overweight | Get Alert |
| 12/01/2022 | SNOW | Buy Now | Snowflake | $143.87 | 39.01% | Brent Bracelin72% | $218 → $200 | Maintains | Overweight | Get Alert |
| 11/17/2022 | GLBE | Buy Now | Global E Online | $32.94 | -18.03% | Brent Bracelin72% | $30 → $27 | Maintains | Overweight | Get Alert |
| 11/14/2022 | MNDY | Buy Now | Monday.Com | $243.00 | -43.21% | Brent Bracelin72% | $130 → $138 | Maintains | Overweight | Get Alert |
| 11/11/2022 | EXFY | Buy Now | Expensify | $2.72 | 341.18% | Brent Bracelin72% | $18 → $12 | Downgrade | Overweight → Neutral | Get Alert |
| 11/11/2022 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | $5 → $6 | Maintains | Overweight | Get Alert |
| 11/10/2022 | U | Buy Now | Unity Software | $20.89 | 57.97% | Brent Bracelin72% | $38 → $33 | Maintains | Overweight | Get Alert |
| 11/10/2022 | ONTF | Buy Now | ON24 | $4.62 | 94.81% | Brent Bracelin72% | $10 → $9 | Maintains | Neutral | Get Alert |
| 11/02/2022 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 518.81% | Brent Bracelin72% | $54 → $50 | Maintains | Overweight | Get Alert |
| 10/28/2022 | U | Buy Now | Unity Software | $20.89 | 81.91% | Brent Bracelin72% | $42 → $38 | Upgrade | Neutral → Overweight | Get Alert |
| 10/27/2022 | USER | Buy Now | UserTesting | — | — | Brent Bracelin72% | $5 → $7.5 | Maintains | Overweight | Get Alert |
| 10/26/2022 | MSFT | Buy Now | Microsoft | $373.10 | -28.97% | Brent Bracelin72% | $275 → $265 | Maintains | Overweight | Get Alert |
| 10/25/2022 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin72% | $20 → $16 | Maintains | Overweight | Get Alert |
| 10/21/2022 | ORCL | Buy Now | Oracle | $130.15 | -42.37% | Brent Bracelin72% | $70 → $75 | Maintains | Neutral | Get Alert |
| 10/20/2022 | WDAY | Buy Now | Workday | $226.30 | -17.81% | Brent Bracelin72% | $211 → $186 | Maintains | Overweight | Get Alert |
| 10/20/2022 | VEEV | Buy Now | Veeva Sys | $215.78 | 1.96% | Brent Bracelin72% | $245 → $220 | Maintains | Overweight | Get Alert |
| 10/20/2022 | USER | Buy Now | UserTesting | — | — | Brent Bracelin72% | $9 → $5 | Maintains | Overweight | Get Alert |
| 10/20/2022 | SNOW | Buy Now | Snowflake | $143.87 | 51.53% | Brent Bracelin72% | $220 → $218 | Maintains | Overweight | Get Alert |
| 10/20/2022 | PCOR | Buy Now | Procore Technologies | $57.23 | 17.07% | Brent Bracelin72% | $72 → $67 | Maintains | Overweight | Get Alert |
| 10/20/2022 | ONTF | Buy Now | ON24 | $4.62 | 116.45% | Brent Bracelin72% | $12 → $10 | Maintains | Neutral | Get Alert |
| 10/20/2022 | NCNO | Buy Now | Ncino | $23.28 | 63.23% | Brent Bracelin72% | $42 → $38 | Maintains | Overweight | Get Alert |
| 10/20/2022 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | $7 → $5 | Maintains | Overweight | Get Alert |
| 10/20/2022 | MSFT | Buy Now | Microsoft | $373.10 | -26.29% | Brent Bracelin72% | $312 → $275 | Maintains | Overweight | Get Alert |
| 10/20/2022 | MNDY | Buy Now | Monday.Com | $243.00 | -46.5% | Brent Bracelin72% | $180 → $130 | Maintains | Overweight | Get Alert |
| 10/20/2022 | MDB | Buy Now | MongoDB | $155.50 | 73.63% | Brent Bracelin72% | $350 → $270 | Maintains | Overweight | Get Alert |
| 10/20/2022 | HUBS | Buy Now | HubSpot | $541.82 | -26.17% | Brent Bracelin72% | $415 → $400 | Maintains | Overweight | Get Alert |
| 10/20/2022 | GLBE | Buy Now | Global E Online | $32.94 | -8.93% | Brent Bracelin72% | $41 → $30 | Maintains | Overweight | Get Alert |
| 10/20/2022 | EXFY | Buy Now | Expensify | $2.72 | 561.76% | Brent Bracelin72% | $26 → $18 | Maintains | Overweight | Get Alert |
| 10/20/2022 | CRM | Buy Now | Salesforce | $248.88 | -29.68% | Brent Bracelin72% | $200 → $175 | Maintains | Overweight | Get Alert |
| 10/20/2022 | BRZE | Buy Now | Braze | $28.77 | 32.08% | Brent Bracelin72% | $47 → $38 | Maintains | Overweight | Get Alert |
| 10/20/2022 | BL | Buy Now | BlackLine | $45.06 | 55.35% | Brent Bracelin72% | $85 → $70 | Maintains | Overweight | Get Alert |
| 10/20/2022 | BILL | Buy Now | BILL Holdings | $41.98 | 293.05% | Brent Bracelin72% | $215 → $165 | Maintains | Overweight | Get Alert |
| 10/20/2022 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $70 → $62 | Maintains | Overweight | Get Alert |
| 10/20/2022 | AVDX | Buy Now | AvidXchange Holdings | $7.66 | 43.6% | Brent Bracelin72% | $12 → $11 | Maintains | Overweight | Get Alert |
| 10/20/2022 | ASAN | Buy Now | Asana | $14.75 | 62.71% | Brent Bracelin72% | $28 → $24 | Maintains | Overweight | Get Alert |
| 10/20/2022 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin72% | $67 → $55 | Downgrade | Neutral → Underweight | Get Alert |
| 10/20/2022 | ORCL | Buy Now | Oracle | $130.15 | -46.22% | Brent Bracelin72% | → $70 | Upgrade | Underweight → Neutral | Get Alert |
| 10/17/2022 | ADBE | Buy Now | Adobe | $355.03 | -2.83% | Brent Bracelin72% | $358 → $345 | Maintains | Overweight | Get Alert |
| 09/16/2022 | ADBE | Buy Now | Adobe | $355.03 | 0.84% | Brent Bracelin72% | $430 → $358 | Maintains | Overweight | Get Alert |
| 09/13/2022 | BRZE | Buy Now | Braze | $28.77 | 63.36% | Brent Bracelin72% | $42 → $47 | Maintains | Overweight | Get Alert |
| 09/08/2022 | ASAN | Buy Now | Asana | $14.75 | 89.83% | Brent Bracelin72% | $22 → $28 | Maintains | Overweight | Get Alert |
| 09/07/2022 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin72% | $65 → $67 | Maintains | Neutral | Get Alert |
| 09/02/2022 | NCNO | Buy Now | Ncino | $23.28 | 80.41% | Brent Bracelin72% | $40 → $42 | Maintains | Overweight | Get Alert |
| 09/01/2022 | VEEV | Buy Now | Veeva Sys | $215.78 | 13.54% | Brent Bracelin72% | $275 → $245 | Maintains | Overweight | Get Alert |
| 09/01/2022 | MDB | Buy Now | MongoDB | $155.50 | 125.08% | Brent Bracelin72% | $375 → $350 | Maintains | Overweight | Get Alert |
| 08/26/2022 | WDAY | Buy Now | Workday | $226.30 | -6.76% | Brent Bracelin72% | $175 → $211 | Maintains | Overweight | Get Alert |
| 08/25/2022 | SNOW | Buy Now | Snowflake | $143.87 | 52.92% | Brent Bracelin72% | $164 → $220 | Maintains | Overweight | Get Alert |
| 08/25/2022 | CRM | Buy Now | Salesforce | $248.88 | -19.64% | Brent Bracelin72% | $220 → $200 | Maintains | Overweight | Get Alert |
| 08/19/2022 | BILL | Buy Now | BILL Holdings | $41.98 | 412.15% | Brent Bracelin72% | $170 → $215 | Maintains | Overweight | Get Alert |
| 08/17/2022 | GLBE | Buy Now | Global E Online | $32.94 | 24.47% | Brent Bracelin72% | $28 → $41 | Maintains | Overweight | Get Alert |
| 08/12/2022 | OLO | Buy Now | Olo | $6.02 | 49.5% | Brent Bracelin72% | $13 → $9 | Downgrade | Overweight → Neutral | Get Alert |
| 08/12/2022 | EXFY | Buy Now | Expensify | $2.72 | 855.88% | Brent Bracelin72% | $25 → $26 | Maintains | Overweight | Get Alert |
| 08/12/2022 | TOST | Buy Now | Toast | $35.50 | -26.76% | Brent Bracelin72% | $22 → $26 | Maintains | Overweight | Get Alert |
| 08/11/2022 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | $5 → $7 | Maintains | Overweight | Get Alert |
| 08/11/2022 | RSKD | Buy Now | Riskified | $4.51 | 33.04% | Brent Bracelin72% | $5 → $6 | Maintains | Neutral | Get Alert |
| 08/10/2022 | U | Buy Now | Unity Software | $20.89 | 101.05% | Brent Bracelin72% | $34 → $42 | Maintains | Neutral | Get Alert |
| 08/09/2022 | MNDY | Buy Now | Monday.Com | $243.00 | -25.93% | Brent Bracelin72% | $150 → $180 | Maintains | Overweight | Get Alert |
| 08/08/2022 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin72% | $118 → $93.5 | Downgrade | Overweight → Neutral | Get Alert |
| 08/05/2022 | HUBS | Buy Now | HubSpot | $541.82 | -23.41% | Brent Bracelin72% | $350 → $415 | Maintains | Overweight | Get Alert |
| 08/05/2022 | TWLO | Buy Now | Twilio | $86.15 | 41.61% | Brent Bracelin72% | $132 → $122 | Maintains | Overweight | Get Alert |
| 08/04/2022 | WEAV | Buy Now | Weave Communications | $9.06 | -33.77% | Brent Bracelin72% | $4 → $6 | Maintains | Neutral | Get Alert |
| 08/04/2022 | PCOR | Buy Now | Procore Technologies | $57.23 | 25.81% | Brent Bracelin72% | $62 → $72 | Maintains | Overweight | Get Alert |
| 08/04/2022 | AVDX | Buy Now | AvidXchange Holdings | $7.66 | 56.66% | Brent Bracelin72% | $11 → $12 | Maintains | Overweight | Get Alert |
| 08/03/2022 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $55 → $70 | Maintains | Overweight | Get Alert |
| 08/03/2022 | FRSH | Buy Now | Freshworks | $12.48 | 36.22% | Brent Bracelin72% | $20 → $17 | Maintains | Overweight | Get Alert |
| 08/02/2022 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 568.32% | Brent Bracelin72% | $50 → $54 | Maintains | Overweight | Get Alert |
| 07/18/2022 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 518.81% | Brent Bracelin72% | $65 → $50 | Maintains | Overweight | Get Alert |
| 07/18/2022 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin72% | $140 → $77.5 | Maintains | Neutral | Get Alert |
| 07/18/2022 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin72% | $40 → $20 | Maintains | Overweight | Get Alert |
| 07/18/2022 | WEAV | Buy Now | Weave Communications | $9.06 | -55.85% | Brent Bracelin72% | $8 → $4 | Maintains | Neutral | Get Alert |
| 07/18/2022 | WDAY | Buy Now | Workday | $226.30 | -22.67% | Brent Bracelin72% | $230 → $175 | Maintains | Overweight | Get Alert |
| 07/18/2022 | VEEV | Buy Now | Veeva Sys | $215.78 | 27.44% | Brent Bracelin72% | $290 → $275 | Maintains | Overweight | Get Alert |
| 07/18/2022 | USER | Buy Now | UserTesting | — | — | Brent Bracelin72% | $14 → $9 | Maintains | Overweight | Get Alert |
| 07/18/2022 | TYL | Buy Now | Tyler Technologies | $564.00 | -28.19% | Brent Bracelin72% | $540 → $405 | Maintains | Overweight | Get Alert |
| 07/18/2022 | TWLO | Buy Now | Twilio | $86.15 | 53.22% | Brent Bracelin72% | $220 → $132 | Maintains | Overweight | Get Alert |
| 07/18/2022 | SNOW | Buy Now | Snowflake | $143.87 | 13.99% | Brent Bracelin72% | $165 → $164 | Maintains | Overweight | Get Alert |
| 07/18/2022 | SHOP | Buy Now | Shopify | $89.40 | -57.49% | Brent Bracelin72% | $60 → $38 | Maintains | Overweight | Get Alert |
| 07/18/2022 | RSKD | Buy Now | Riskified | $4.51 | 10.86% | Brent Bracelin72% | $7 → $5 | Maintains | Neutral | Get Alert |
| 07/18/2022 | PCOR | Buy Now | Procore Technologies | $57.23 | 8.33% | Brent Bracelin72% | $90 → $62 | Maintains | Overweight | Get Alert |
| 07/18/2022 | OLO | Buy Now | Olo | $6.02 | 115.95% | Brent Bracelin72% | $14 → $13 | Maintains | Overweight | Get Alert |
| 07/18/2022 | NCNO | Buy Now | Ncino | $23.28 | 71.82% | Brent Bracelin72% | $50 → $40 | Maintains | Overweight | Get Alert |
| 07/18/2022 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | $7 → $5 | Maintains | Overweight | Get Alert |
| 07/18/2022 | MNDY | Buy Now | Monday.Com | $243.00 | -38.27% | Brent Bracelin72% | $200 → $150 | Maintains | Overweight | Get Alert |
| 07/18/2022 | MDB | Buy Now | MongoDB | $155.50 | 141.16% | Brent Bracelin72% | $430 → $375 | Maintains | Overweight | Get Alert |
| 07/18/2022 | HUBS | Buy Now | HubSpot | $541.82 | -35.4% | Brent Bracelin72% | $600 → $350 | Maintains | Overweight | Get Alert |
| 07/18/2022 | GLBE | Buy Now | Global E Online | $32.94 | -15% | Brent Bracelin72% | $30 → $28 | Maintains | Overweight | Get Alert |
| 07/18/2022 | FRSH | Buy Now | Freshworks | $12.48 | 60.26% | Brent Bracelin72% | $28 → $20 | Maintains | Overweight | Get Alert |
| 07/18/2022 | CRM | Buy Now | Salesforce | $248.88 | -11.6% | Brent Bracelin72% | $250 → $220 | Maintains | Overweight | Get Alert |
| 07/18/2022 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin72% | $85 → $65 | Maintains | Neutral | Get Alert |
| 07/18/2022 | BILL | Buy Now | BILL Holdings | $41.98 | 304.96% | Brent Bracelin72% | $212 → $170 | Maintains | Overweight | Get Alert |
| 07/18/2022 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $87 → $55 | Maintains | Overweight | Get Alert |
| 07/18/2022 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin72% | $135 → $118 | Maintains | Overweight | Get Alert |
| 07/18/2022 | AVDX | Buy Now | AvidXchange Holdings | $7.66 | 43.6% | Brent Bracelin72% | $13 → $11 | Maintains | Overweight | Get Alert |
| 07/18/2022 | ASAN | Buy Now | Asana | $14.75 | 89.83% | Brent Bracelin72% | $35 → $28 | Maintains | Overweight | Get Alert |
| 07/14/2022 | U | Buy Now | Unity Software | $20.89 | 62.76% | Brent Bracelin72% | $55 → $34 | Downgrade | Overweight → Neutral | Get Alert |
| 07/08/2022 | MSFT | Buy Now | Microsoft | $373.10 | -16.38% | Brent Bracelin72% | $352 → $312 | Maintains | Overweight | Get Alert |
| 06/17/2022 | ADBE | Buy Now | Adobe | $355.03 | 21.12% | Brent Bracelin72% | $545 → $430 | Maintains | Overweight | Get Alert |
| 06/16/2022 | BILL | Buy Now | BILL Holdings | $41.98 | 405.01% | Brent Bracelin72% | $205 → $212 | Maintains | Overweight | Get Alert |
| 06/14/2022 | BRZE | Buy Now | Braze | $28.77 | 45.99% | Brent Bracelin72% | $65 → $42 | Maintains | Overweight | Get Alert |
| 06/07/2022 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin72% | $70 → $85 | Maintains | Neutral | Get Alert |
| 06/03/2022 | ASAN | Buy Now | Asana | $14.75 | 137.29% | Brent Bracelin72% | $55 → $35 | Maintains | Overweight | Get Alert |
| 06/02/2022 | MDB | Buy Now | MongoDB | $155.50 | 176.53% | Brent Bracelin72% | $585 → $430 | Maintains | Overweight | Get Alert |
| 06/01/2022 | CRM | Buy Now | Salesforce | $248.88 | 0.45% | Brent Bracelin72% | $330 → $250 | Maintains | Overweight | Get Alert |
| 05/27/2022 | WDAY | Buy Now | Workday | $226.30 | 1.63% | Brent Bracelin72% | $360 → $230 | Maintains | Overweight | Get Alert |
| 05/26/2022 | SNOW | Buy Now | Snowflake | $143.87 | 14.69% | Brent Bracelin72% | $300 → $165 | Maintains | Overweight | Get Alert |
| 05/24/2022 | BILL | Buy Now | BILL Holdings | $41.98 | 388.33% | Brent Bracelin72% | $300 → $205 | Maintains | Overweight | Get Alert |
| 05/18/2022 | RSKD | Buy Now | Riskified | $4.51 | 55.21% | Brent Bracelin72% | $10 → $7 | Maintains | Neutral | Get Alert |
| 05/17/2022 | MNDY | Buy Now | Monday.Com | $243.00 | -17.7% | Brent Bracelin72% | $250 → $200 | Maintains | Overweight | Get Alert |
| 05/17/2022 | GLBE | Buy Now | Global E Online | $32.94 | -8.93% | Brent Bracelin72% | $58 → $30 | Maintains | Overweight | Get Alert |
| 05/13/2022 | TOST | Buy Now | Toast | $35.50 | -38.03% | Brent Bracelin72% | $33 → $22 | Maintains | Overweight | Get Alert |
| 05/11/2022 | U | Buy Now | Unity Software | $20.89 | 163.28% | Brent Bracelin72% | $145 → $55 | Maintains | Overweight | Get Alert |
| 05/11/2022 | ONTF | Buy Now | ON24 | $4.62 | 159.74% | Brent Bracelin72% | $17 → $12 | Maintains | Neutral | Get Alert |
| 05/11/2022 | OLO | Buy Now | Olo | $6.02 | 132.56% | Brent Bracelin72% | $20 → $14 | Maintains | Overweight | Get Alert |
| 05/06/2022 | SHOP | Buy Now | Shopify | $89.40 | 571.14% | Brent Bracelin72% | $80 → $60 | Maintains | Overweight | Get Alert |
| 05/06/2022 | BL | Buy Now | BlackLine | $45.06 | 88.64% | Brent Bracelin72% | $112 → $85 | Maintains | Overweight | Get Alert |
| 05/06/2022 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin72% | $200 → $135 | Maintains | Overweight | Get Alert |
| 05/06/2022 | HUBS | Buy Now | HubSpot | $541.82 | 10.74% | Brent Bracelin72% | $735 → $600 | Maintains | Overweight | Get Alert |
| 05/05/2022 | TWLO | Buy Now | Twilio | $86.15 | 155.37% | Brent Bracelin72% | $270 → $220 | Maintains | Overweight | Get Alert |
| 05/05/2022 | PCOR | Buy Now | Procore Technologies | $57.23 | 57.26% | Brent Bracelin72% | $100 → $90 | Maintains | Overweight | Get Alert |
| 05/05/2022 | USER | Buy Now | UserTesting | — | — | Brent Bracelin72% | $16 → $14 | Maintains | Overweight | Get Alert |
| 05/04/2022 | FRSH | Buy Now | Freshworks | $12.48 | 124.36% | Brent Bracelin72% | $36 → $28 | Maintains | Overweight | Get Alert |
| 05/03/2022 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 704.46% | Brent Bracelin72% | $75 → $65 | Maintains | Overweight | Get Alert |
| 04/29/2022 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin72% | $135 → $140 | Maintains | Neutral | Get Alert |
| 04/29/2022 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | $10 → $7 | Maintains | Overweight | Get Alert |
| 04/22/2022 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin72% | $48 → $40 | Maintains | Overweight | Get Alert |
| 04/19/2022 | SHOP | Buy Now | Shopify | $89.40 | 794.85% | Brent Bracelin72% | $90 → $80 | Maintains | Overweight | Get Alert |
| 04/01/2022 | NCNO | Buy Now | Ncino | $23.28 | 136.25% | Brent Bracelin72% | $80 → $55 | Maintains | Overweight | Get Alert |
| 03/31/2022 | EXFY | Buy Now | Expensify | $2.72 | 819.12% | Brent Bracelin72% | $45 → $25 | Maintains | Overweight | Get Alert |
| 03/31/2022 | BRZE | Buy Now | Braze | $28.77 | 125.93% | Brent Bracelin72% | $85 → $65 | Maintains | Overweight | Get Alert |
| 03/23/2022 | ADBE | Buy Now | Adobe | $355.03 | 53.51% | Brent Bracelin72% | $600 → $545 | Maintains | Overweight | Get Alert |
| 03/15/2022 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin72% | $230 → $70 | Downgrade | Overweight → Neutral | Get Alert |
| 03/11/2022 | ORCL | Buy Now | Oracle | $130.15 | -46.22% | Brent Bracelin72% | $100 → $70 | Downgrade | Neutral → Underweight | Get Alert |
| 03/10/2022 | ASAN | Buy Now | Asana | $14.75 | 272.88% | Brent Bracelin72% | $100 → $55 | Maintains | Overweight | Get Alert |
| 03/08/2022 | AVDX | Buy Now | AvidXchange Holdings | $7.66 | 69.71% | Brent Bracelin72% | $25 → $13 | Maintains | Overweight | Get Alert |
| 03/03/2022 | WEAV | Buy Now | Weave Communications | $9.06 | -0.66% | Brent Bracelin72% | $20 → $9 | Downgrade | Overweight → Neutral | Get Alert |
| 03/03/2022 | VEEV | Buy Now | Veeva Sys | $215.78 | 34.4% | Brent Bracelin72% | $300 → $290 | Maintains | Overweight | Get Alert |
| 03/03/2022 | SNOW | Buy Now | Snowflake | $143.87 | 108.52% | Brent Bracelin72% | $397 → $300 | Maintains | Overweight | Get Alert |
| 03/01/2022 | ONTF | Buy Now | ON24 | $4.62 | 267.97% | Brent Bracelin72% | $25 → $17 | Downgrade | Overweight → Neutral | Get Alert |
| 02/24/2022 | MNDY | Buy Now | Monday.Com | $243.00 | 2.88% | Brent Bracelin72% | $380 → $250 | Maintains | Overweight | Get Alert |
| 02/24/2022 | RSKD | Buy Now | Riskified | $4.51 | 121.73% | Brent Bracelin72% | $14 → $10 | Maintains | Neutral | Get Alert |
| 02/24/2022 | OLO | Buy Now | Olo | $6.02 | 232.23% | Brent Bracelin72% | $33 → $20 | Maintains | Overweight | Get Alert |
| 02/23/2022 | PCOR | Buy Now | Procore Technologies | $57.23 | 74.73% | Brent Bracelin72% | $115 → $100 | Maintains | Overweight | Get Alert |
| 02/18/2022 | TYL | Buy Now | Tyler Technologies | $564.00 | -4.26% | Brent Bracelin72% | $600 → $540 | Maintains | Overweight | Get Alert |
| 02/17/2022 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | $26 → $10 | Maintains | Overweight | Get Alert |
| 02/17/2022 | SHOP | Buy Now | Shopify | $89.40 | 906.71% | Brent Bracelin72% | $140 → $90 | Maintains | Overweight | Get Alert |
| 02/16/2022 | TOST | Buy Now | Toast | $35.50 | -7.04% | Brent Bracelin72% | $48 → $33 | Maintains | Overweight | Get Alert |
| 02/16/2022 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $85 → $87 | Maintains | Overweight | Get Alert |
| 02/11/2022 | HUBS | Buy Now | HubSpot | $541.82 | 35.65% | Brent Bracelin72% | $715 → $735 | Maintains | Overweight | Get Alert |
| 02/11/2022 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin72% | $112 → $135 | Maintains | Neutral | Get Alert |
| 02/11/2022 | BL | Buy Now | BlackLine | $45.06 | 148.56% | Brent Bracelin72% | $130 → $112 | Maintains | Overweight | Get Alert |
| 02/11/2022 | FRSH | Buy Now | Freshworks | $12.48 | 188.46% | Brent Bracelin72% | $38 → $36 | Maintains | Overweight | Get Alert |
| 01/27/2022 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin72% | $53 → $48 | Maintains | Overweight | Get Alert |
| 01/12/2022 | WIX | Buy Now | Wix.com | $154.61 | 0.9% | Brent Bracelin72% | $218 → $156 | Maintains | Neutral | Get Alert |
| 01/12/2022 | SQSP | Buy Now | Squarespace | — | — | Brent Bracelin72% | $52 → $45 | Maintains | Overweight | Get Alert |
| 01/12/2022 | SPT | Buy Now | Sprout Social | $19.68 | 535.16% | Brent Bracelin72% | $155 → $125 | Maintains | Overweight | Get Alert |
| 01/12/2022 | SEMR | Buy Now | SEMrush Hldgs | $9.35 | 156.68% | Brent Bracelin72% | $28 → $24 | Maintains | Overweight | Get Alert |
| 01/12/2022 | RSKD | Buy Now | Riskified | $4.51 | 210.42% | Brent Bracelin72% | $17 → $14 | Maintains | Neutral | Get Alert |
| 01/12/2022 | OLO | Buy Now | Olo | $6.02 | 448.17% | Brent Bracelin72% | $39 → $33 | Maintains | Overweight | Get Alert |
| 01/12/2022 | NCNO | Buy Now | Ncino | $23.28 | 243.64% | Brent Bracelin72% | $97 → $80 | Maintains | Overweight | Get Alert |
| 01/12/2022 | LSPD | Buy Now | Lightspeed Commerce | $9.81 | 613.56% | Brent Bracelin72% | $128 → $70 | Maintains | Overweight | Get Alert |
| 01/12/2022 | FRSH | Buy Now | Freshworks | $12.48 | 204.49% | Brent Bracelin72% | $53 → $38 | Maintains | Overweight | Get Alert |
| 01/12/2022 | BL | Buy Now | BlackLine | $45.06 | 188.5% | Brent Bracelin72% | $155 → $130 | Maintains | Overweight | Get Alert |
| 01/12/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.36 | 1205.97% | Brent Bracelin72% | $83 → $70 | Maintains | Overweight | Get Alert |
| 01/12/2022 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $105 → $85 | Maintains | Overweight | Get Alert |
| 01/12/2022 | AVDX | Buy Now | AvidXchange Holdings | $7.66 | 226.37% | Brent Bracelin72% | $28 → $25 | Maintains | Overweight | Get Alert |
| 01/10/2022 | ADBE | Buy Now | Adobe | $355.03 | 69% | Brent Bracelin72% | $630 → $600 | Maintains | Overweight | Get Alert |
| 12/13/2021 | USER | Buy Now | UserTesting | — | — | Brent Bracelin72% | → $15 | Initiates | → Overweight | Get Alert |
| 12/07/2021 | MDB | Buy Now | MongoDB | $155.50 | 276.21% | Brent Bracelin72% | $525 → $585 | Maintains | Overweight | Get Alert |
| 12/07/2021 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin72% | $325 → $230 | Maintains | Overweight | Get Alert |
| 12/06/2021 | EXFY | Buy Now | Expensify | $2.72 | 1554.41% | Brent Bracelin72% | → $45 | Initiates | → Overweight | Get Alert |
| 12/06/2021 | WEAV | Buy Now | Weave Communications | $9.06 | 120.75% | Brent Bracelin72% | → $20 | Initiates | → Overweight | Get Alert |
| 11/24/2021 | PLAN | Buy Now | Anaplan | — | — | Brent Bracelin72% | $77 → $48 | Downgrade | Overweight → Neutral | Get Alert |
| 11/19/2021 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin72% | $122 → $112 | Maintains | Neutral | Get Alert |
| 11/19/2021 | WDAY | Buy Now | Workday | $226.30 | 59.08% | Brent Bracelin72% | $295 → $360 | Maintains | Overweight | Get Alert |
| 11/18/2021 | ASAN | Buy Now | Asana | $14.75 | 849.15% | Brent Bracelin72% | $85 → $140 | Maintains | Overweight | Get Alert |
| 11/10/2021 | ONTF | Buy Now | ON24 | $4.62 | 441.13% | Brent Bracelin72% | $40 → $25 | Maintains | Overweight | Get Alert |
| 11/10/2021 | U | Buy Now | Unity Software | $20.89 | 761.66% | Brent Bracelin72% | $152 → $180 | Maintains | Overweight | Get Alert |
| 11/10/2021 | TOST | Buy Now | Toast | $35.50 | 83.1% | Brent Bracelin72% | $63 → $65 | Maintains | Overweight | Get Alert |
| 11/09/2021 | SQSP | Buy Now | Squarespace | — | — | Brent Bracelin72% | $50 → $52 | Maintains | Overweight | Get Alert |
| 11/08/2021 | AVDX | Buy Now | AvidXchange Holdings | $7.66 | 265.54% | Brent Bracelin72% | → $28 | Initiates | → Overweight | Get Alert |
| 11/05/2021 | BL | Buy Now | BlackLine | $45.06 | 243.99% | Brent Bracelin72% | $158 → $155 | Maintains | Overweight | Get Alert |
| 11/05/2021 | BILL | Buy Now | BILL Holdings | $41.98 | 805.2% | Brent Bracelin72% | $280 → $380 | Maintains | Overweight | Get Alert |
| 11/02/2021 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 989.11% | Brent Bracelin72% | $72 → $88 | Maintains | Overweight | Get Alert |
| 10/29/2021 | TYL | Buy Now | Tyler Technologies | $564.00 | 6.38% | Brent Bracelin72% | $525 → $600 | Maintains | Overweight | Get Alert |
| 10/29/2021 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin72% | $175 → $122 | Downgrade | Overweight → Neutral | Get Alert |
| 10/27/2021 | MSFT | Buy Now | Microsoft | $373.10 | -5.66% | Brent Bracelin72% | $310 → $352 | Maintains | Overweight | Get Alert |
| 10/21/2021 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin72% | $50 → $53 | Maintains | Overweight | Get Alert |
| 10/18/2021 | FRSH | Buy Now | Freshworks | $12.48 | 300.64% | Brent Bracelin72% | → $50 | Initiates | → Overweight | Get Alert |
| 10/15/2021 | SQSP | Buy Now | Squarespace | — | — | Brent Bracelin72% | → $50 | Upgrade | Neutral → Overweight | Get Alert |
| 10/13/2021 | HUBS | Buy Now | HubSpot | $541.82 | 53.19% | Brent Bracelin72% | $675 → $830 | Maintains | Overweight | Get Alert |
| 09/24/2021 | CRM | Buy Now | Salesforce | $248.88 | 46.66% | Brent Bracelin72% | $280 → $365 | Upgrade | Neutral → Overweight | Get Alert |
| 09/10/2021 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | $18 → $20 | Maintains | Overweight | Get Alert |
| 09/03/2021 | MDB | Buy Now | MongoDB | $155.50 | 237.62% | Brent Bracelin72% | $425 → $525 | Maintains | Overweight | Get Alert |
| 09/02/2021 | ASAN | Buy Now | Asana | $14.75 | 476.27% | Brent Bracelin72% | $52 → $85 | Maintains | Overweight | Get Alert |
| 09/01/2021 | PLAN | Buy Now | Anaplan | — | — | Brent Bracelin72% | $67 → $77 | Maintains | Overweight | Get Alert |
| 08/27/2021 | WDAY | Buy Now | Workday | $226.30 | 30.36% | Brent Bracelin72% | $285 → $295 | Maintains | Overweight | Get Alert |
| 08/27/2021 | BILL | Buy Now | BILL Holdings | $41.98 | 566.99% | Brent Bracelin72% | $180 → $280 | Maintains | Overweight | Get Alert |
| 08/26/2021 | CRM | Buy Now | Salesforce | $248.88 | 12.5% | Brent Bracelin72% | $240 → $280 | Maintains | Neutral | Get Alert |
| 08/26/2021 | SNOW | Buy Now | Snowflake | $143.87 | 112% | Brent Bracelin72% | $290 → $305 | Maintains | Overweight | Get Alert |
| 08/23/2021 | RSKD | Buy Now | Riskified | $4.51 | 609.53% | Brent Bracelin72% | → $32 | Initiates | → Overweight | Get Alert |
| 08/17/2021 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin72% | → $18 | Initiates | → Overweight | Get Alert |
| 08/17/2021 | GLBE | Buy Now | Global E Online | $32.94 | 142.87% | Brent Bracelin72% | $42 → $80 | Maintains | Overweight | Get Alert |
| 08/11/2021 | U | Buy Now | Unity Software | $20.89 | 627.62% | Brent Bracelin72% | $150 → $152 | Maintains | Overweight | Get Alert |
| 08/11/2021 | OLO | Buy Now | Olo | $6.02 | 547.84% | Brent Bracelin72% | $35 → $39 | Maintains | Overweight | Get Alert |
| 08/10/2021 | SQSP | Buy Now | Squarespace | — | — | Brent Bracelin72% | $62 → $50 | Maintains | Neutral | Get Alert |
| 08/06/2021 | PCOR | Buy Now | Procore Technologies | $57.23 | 100.94% | Brent Bracelin72% | $100 → $115 | Maintains | Overweight | Get Alert |
| 08/06/2021 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin72% | $210 → $215 | Maintains | Overweight | Get Alert |
| 08/05/2021 | HUBS | Buy Now | HubSpot | $541.82 | 24.58% | Brent Bracelin72% | $615 → $675 | Maintains | Overweight | Get Alert |
| 08/04/2021 | SPT | Buy Now | Sprout Social | $19.68 | 428.46% | Brent Bracelin72% | $86 → $104 | Maintains | Overweight | Get Alert |
| 07/30/2021 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin72% | $186 → $175 | Maintains | Overweight | Get Alert |
| 07/28/2021 | MSFT | Buy Now | Microsoft | $373.10 | -16.91% | Brent Bracelin72% | $305 → $310 | Maintains | Overweight | Get Alert |
| 07/26/2021 | EVCM | Buy Now | EverCommerce | $9.94 | 121.33% | Brent Bracelin72% | → $22 | Initiates | → Overweight | Get Alert |
| 07/21/2021 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin72% | $49 → $50 | Maintains | Overweight | Get Alert |
| 07/16/2021 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin72% | $300 → $295 | Maintains | Overweight | Get Alert |
| 07/06/2021 | MNDY | Buy Now | Monday.Com | $243.00 | 7% | Brent Bracelin72% | → $260 | Initiates | → Overweight | Get Alert |
| 06/18/2021 | ADBE | Buy Now | Adobe | $355.03 | 69% | Brent Bracelin72% | $570 → $600 | Maintains | Overweight | Get Alert |
| 06/16/2021 | ORCL | Buy Now | Oracle | $130.15 | -38.53% | Brent Bracelin72% | $57 → $80 | Maintains | Neutral | Get Alert |
| 06/14/2021 | OTLY | Buy Now | Oatly Group | $8.72 | 244.04% | Brent Bracelin72% | → $600 | Initiates | → Overweight | Get Alert |
| 06/14/2021 | PCOR | Buy Now | Procore Technologies | $57.23 | 74.73% | Brent Bracelin72% | → $100 | Initiates | → Overweight | Get Alert |
| 06/14/2021 | SQSP | Buy Now | Squarespace | — | — | Brent Bracelin72% | → $62 | Initiates | → Neutral | Get Alert |
| 06/11/2021 | SNOW | Buy Now | Snowflake | $143.87 | 101.57% | Brent Bracelin72% | $312 → $290 | Maintains | Overweight | Get Alert |
| 06/08/2021 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin72% | $315 → $300 | Maintains | Overweight | Get Alert |
| 06/08/2021 | TYL | Buy Now | Tyler Technologies | $564.00 | -6.91% | Brent Bracelin72% | $505 → $525 | Maintains | Overweight | Get Alert |
| 06/07/2021 | GLBE | Buy Now | Global E Online | $32.94 | 27.5% | Brent Bracelin72% | → $42 | Initiates | → Overweight | Get Alert |
| 06/04/2021 | ASAN | Buy Now | Asana | $14.75 | 252.54% | Brent Bracelin72% | $45 → $52 | Maintains | Overweight | Get Alert |
| 05/28/2021 | VEEV | Buy Now | Veeva Sys | $215.78 | 66.84% | Brent Bracelin72% | $350 → $360 | Maintains | Overweight | Get Alert |
| 05/27/2021 | PLAN | Buy Now | Anaplan | — | — | Brent Bracelin72% | $87 → $67 | Maintains | Overweight | Get Alert |
| 05/19/2021 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $120 → $105 | Maintains | Overweight | Get Alert |
| 05/12/2021 | SEMR | Buy Now | SEMrush Hldgs | $9.35 | 156.68% | Brent Bracelin72% | $22 → $24 | Maintains | Overweight | Get Alert |
| 05/07/2021 | BILL | Buy Now | BILL Holdings | $41.98 | 328.78% | Brent Bracelin72% | $170 → $180 | Maintains | Overweight | Get Alert |
| 05/06/2021 | HUBS | Buy Now | HubSpot | $541.82 | 13.51% | Brent Bracelin72% | $600 → $615 | Maintains | Overweight | Get Alert |
| 04/28/2021 | MSFT | Buy Now | Microsoft | $373.10 | -18.25% | Brent Bracelin72% | $300 → $305 | Maintains | Overweight | Get Alert |
| 04/28/2021 | SHOP | Buy Now | Shopify | $89.40 | 1689.71% | Brent Bracelin72% | $150 → $160 | Maintains | Overweight | Get Alert |
| 04/27/2021 | SPT | Buy Now | Sprout Social | $19.68 | 336.99% | Brent Bracelin72% | → $86 | Initiates | → Overweight | Get Alert |
| 04/22/2021 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin72% | → $49 | Upgrade | Neutral → Overweight | Get Alert |
| 04/20/2021 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin72% | $300 → $315 | Upgrade | Neutral → Overweight | Get Alert |
| 04/19/2021 | SEMR | Buy Now | SEMrush Hldgs | $9.35 | 135.29% | Brent Bracelin72% | → $22 | Initiates | → Overweight | Get Alert |
| 04/12/2021 | OLO | Buy Now | Olo | $6.02 | 481.4% | Brent Bracelin72% | → $35 | Initiates | → Overweight | Get Alert |
| 03/11/2021 | ASAN | Buy Now | Asana | $14.75 | 205.08% | Brent Bracelin72% | $40 → $45 | Maintains | Overweight | Get Alert |
| 03/03/2021 | VEEV | Buy Now | Veeva Sys | $215.78 | 62.2% | Brent Bracelin72% | $340 → $350 | Maintains | Overweight | Get Alert |
| 03/01/2021 | ONTF | Buy Now | ON24 | $4.62 | 1415.15% | Brent Bracelin72% | → $70 | Initiates | → Overweight | Get Alert |
| 02/26/2021 | CRM | Buy Now | Salesforce | $248.88 | -3.57% | Brent Bracelin72% | $242 → $240 | Maintains | Neutral | Get Alert |
| 02/23/2021 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 766.34% | Brent Bracelin72% | $59 → $70 | Maintains | Overweight | Get Alert |
| 02/23/2021 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin72% | → $49 | Initiates | → Neutral | Get Alert |
| 02/18/2021 | TWLO | Buy Now | Twilio | $86.15 | 538.42% | Brent Bracelin72% | $475 → $550 | Maintains | Overweight | Get Alert |
| 02/12/2021 | GDDY | Buy Now | GoDaddy | $170.19 | -41.24% | Brent Bracelin72% | $93 → $100 | Maintains | Overweight | Get Alert |
| 02/12/2021 | HUBS | Buy Now | HubSpot | $541.82 | 10.74% | Brent Bracelin72% | $488 → $600 | Maintains | Overweight | Get Alert |
| 02/12/2021 | BL | Buy Now | BlackLine | $45.06 | 250.64% | Brent Bracelin72% | $138 → $158 | Maintains | Overweight | Get Alert |
| 02/11/2021 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin72% | $195 → $210 | Maintains | Overweight | Get Alert |
| 02/05/2021 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin72% | $162 → $180 | Maintains | Overweight | Get Alert |
| 02/02/2021 | MSFT | Buy Now | Microsoft | $373.10 | -19.59% | Brent Bracelin72% | → $300 | Reiterates | → Overweight | Get Alert |
| 01/27/2021 | MSFT | Buy Now | Microsoft | $373.10 | -19.59% | Brent Bracelin72% | $245 → $300 | Maintains | Overweight | Get Alert |
| 01/27/2021 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin72% | $185 → $195 | Maintains | Overweight | Get Alert |
| 01/11/2021 | CRM | Buy Now | Salesforce | $248.88 | -2.76% | Brent Bracelin72% | $278 → $242 | Downgrade | Overweight → Neutral | Get Alert |
| 01/11/2021 | PLAN | Buy Now | Anaplan | — | — | Brent Bracelin72% | $66 → $87 | Upgrade | Neutral → Overweight | Get Alert |
| 12/11/2020 | ORCL | Buy Now | Oracle | $130.15 | -56.2% | Brent Bracelin72% | $50 → $57 | Maintains | Neutral | Get Alert |
| 12/10/2020 | ASAN | Buy Now | Asana | $14.75 | 171.19% | Brent Bracelin72% | $33 → $40 | Maintains | Overweight | Get Alert |
| 12/10/2020 | NCNO | Buy Now | Ncino | $23.28 | 308.08% | Brent Bracelin72% | $92 → $95 | Maintains | Overweight | Get Alert |
| 12/09/2020 | MDB | Buy Now | MongoDB | $155.50 | 110.93% | Brent Bracelin72% | $310 → $328 | Maintains | Overweight | Get Alert |
| 12/08/2020 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin72% | $232 → $300 | Maintains | Neutral | Get Alert |
| 12/03/2020 | SNOW | Buy Now | Snowflake | $143.87 | 116.86% | Brent Bracelin72% | $264 → $312 | Maintains | Overweight | Get Alert |
| 12/02/2020 | ASAN | Buy Now | Asana | $14.75 | 123.73% | Brent Bracelin72% | $25 → $33 | Upgrade | Neutral → Overweight | Get Alert |
| 12/02/2020 | WORK | Buy Now | Slack Technologies | — | — | Brent Bracelin72% | $36 → $45 | Downgrade | Overweight → Neutral | Get Alert |
| 12/02/2020 | CRM | Buy Now | Salesforce | $248.88 | 11.7% | Brent Bracelin72% | $285 → $278 | Maintains | Overweight | Get Alert |
| 11/20/2020 | WDAY | Buy Now | Workday | $226.30 | 25.94% | Brent Bracelin72% | $275 → $285 | Maintains | Overweight | Get Alert |
| 11/18/2020 | BIGC | Buy Now | BigCommerce Holdings | $5.36 | 1448.51% | Brent Bracelin72% | → $83 | Initiates | → Overweight | Get Alert |
| 11/13/2020 | U | Buy Now | Unity Software | $20.89 | 450.5% | Brent Bracelin72% | $112 → $115 | Maintains | Overweight | Get Alert |
| 11/06/2020 | HUBS | Buy Now | HubSpot | $541.82 | -19.72% | Brent Bracelin72% | $300 → $435 | Maintains | Overweight | Get Alert |
| 11/06/2020 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $185 → $160 | Maintains | Overweight | Get Alert |
| 11/06/2020 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin72% | $138 → $185 | Maintains | Overweight | Get Alert |
| 11/06/2020 | BILL | Buy Now | BILL Holdings | $41.98 | 185.85% | Brent Bracelin72% | $112 → $120 | Maintains | Overweight | Get Alert |
| 11/05/2020 | GDDY | Buy Now | GoDaddy | $170.19 | -45.36% | Brent Bracelin72% | $86 → $93 | Maintains | Overweight | Get Alert |
| 10/30/2020 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin72% | $123 → $134 | Maintains | Overweight | Get Alert |
| 10/30/2020 | BL | Buy Now | BlackLine | $45.06 | 155.22% | Brent Bracelin72% | $95 → $115 | Maintains | Overweight | Get Alert |
| 10/28/2020 | MSFT | Buy Now | Microsoft | $373.10 | -34.33% | Brent Bracelin72% | $218 → $245 | Maintains | Overweight | Get Alert |
| 10/27/2020 | TWLO | Buy Now | Twilio | $86.15 | 323.68% | Brent Bracelin72% | $315 → $365 | Maintains | Overweight | Get Alert |
| 10/26/2020 | ASAN | Buy Now | Asana | $14.75 | 69.49% | Brent Bracelin72% | → $25 | Initiates | → Neutral | Get Alert |
| 10/20/2020 | WDAY | Buy Now | Workday | $226.30 | 21.52% | Brent Bracelin72% | $248 → $275 | Upgrade | Neutral → Overweight | Get Alert |
| 10/13/2020 | U | Buy Now | Unity Software | $20.89 | 436.14% | Brent Bracelin72% | → $112 | Initiates | → Overweight | Get Alert |
| 10/12/2020 | SNOW | Buy Now | Snowflake | $143.87 | 83.5% | Brent Bracelin72% | → $264 | Initiates | → Overweight | Get Alert |
| 10/02/2020 | TWLO | Buy Now | Twilio | $86.15 | 265.64% | Brent Bracelin72% | $300 → $315 | Maintains | Overweight | Get Alert |
| 09/16/2020 | ADBE | Buy Now | Adobe | $355.03 | 60.55% | Brent Bracelin72% | $430 → $570 | Maintains | Overweight | Get Alert |
| 09/11/2020 | ORCL | Buy Now | Oracle | $130.15 | -61.58% | Brent Bracelin72% | $44 → $50 | Maintains | Neutral | Get Alert |
| 09/10/2020 | NCNO | Buy Now | Ncino | $23.28 | 295.19% | Brent Bracelin72% | $82 → $92 | Maintains | Overweight | Get Alert |
| 09/09/2020 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin72% | $211 → $232 | Maintains | Neutral | Get Alert |
| 09/09/2020 | WORK | Buy Now | Slack Technologies | — | — | Brent Bracelin72% | $40 → $36 | Maintains | Overweight | Get Alert |
| 09/03/2020 | MDB | Buy Now | MongoDB | $155.50 | 99.36% | Brent Bracelin72% | $226 → $310 | Maintains | Overweight | Get Alert |
| 09/01/2020 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin72% | $87 → $123 | Upgrade | Neutral → Overweight | Get Alert |
| 08/28/2020 | BILL | Buy Now | BILL Holdings | $41.98 | 166.8% | Brent Bracelin72% | $85 → $112 | Maintains | Overweight | Get Alert |
| 08/28/2020 | VEEV | Buy Now | Veeva Sys | $215.78 | 43.66% | Brent Bracelin72% | $220 → $310 | Maintains | Overweight | Get Alert |
| 08/28/2020 | WDAY | Buy Now | Workday | $226.30 | 9.59% | Brent Bracelin72% | $181 → $248 | Maintains | Neutral | Get Alert |
| 08/26/2020 | CRM | Buy Now | Salesforce | $248.88 | 14.51% | Brent Bracelin72% | $210 → $285 | Maintains | Overweight | Get Alert |
| 08/10/2020 | NCNO | Buy Now | Ncino | $23.28 | 252.23% | Brent Bracelin72% | → $82 | Initiates | → Overweight | Get Alert |
| 08/07/2020 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $195 → $185 | Maintains | Overweight | Get Alert |
| 08/07/2020 | BL | Buy Now | BlackLine | $45.06 | 110.83% | Brent Bracelin72% | $78 → $95 | Maintains | Overweight | Get Alert |
| 08/06/2020 | HUBS | Buy Now | HubSpot | $541.82 | -44.63% | Brent Bracelin72% | $200 → $300 | Maintains | Overweight | Get Alert |
| 08/06/2020 | GDDY | Buy Now | GoDaddy | $170.19 | -49.47% | Brent Bracelin72% | $82 → $86 | Maintains | Overweight | Get Alert |
| 08/05/2020 | TWLO | Buy Now | Twilio | $86.15 | 248.23% | Brent Bracelin72% | $225 → $300 | Maintains | Overweight | Get Alert |
| 07/31/2020 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin72% | $76 → $87 | Maintains | Neutral | Get Alert |
| 07/29/2020 | SHOP | Buy Now | Shopify | $89.40 | 1354.14% | Brent Bracelin72% | $101.5 → $130 | Maintains | Overweight | Get Alert |
| 07/29/2020 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $160 → $195 | Maintains | Overweight | Get Alert |
| 07/23/2020 | SHOP | Buy Now | Shopify | $89.40 | 1035.35% | Brent Bracelin72% | $84.3 → $101.5 | Maintains | Overweight | Get Alert |
| 07/23/2020 | MSFT | Buy Now | Microsoft | $373.10 | -41.57% | Brent Bracelin72% | $192 → $218 | Maintains | Overweight | Get Alert |
| 07/20/2020 | TYL | Buy Now | Tyler Technologies | $564.00 | -25% | Brent Bracelin72% | → $423 | Assumes | → Overweight | Get Alert |
| 07/14/2020 | CRM | Buy Now | Salesforce | $248.88 | -15.62% | Brent Bracelin72% | $193 → $210 | Maintains | Overweight | Get Alert |
| 06/29/2020 | ZI | Buy Now | ZoomInfo Technologies | $8.08 | 630.2% | Brent Bracelin72% | → $59 | Initiates | → Overweight | Get Alert |
| 06/23/2020 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin72% | $113 → $138 | Maintains | Overweight | Get Alert |
| 06/15/2020 | TWLO | Buy Now | Twilio | $86.15 | 161.17% | Brent Bracelin72% | $135 → $225 | Upgrade | Neutral → Overweight | Get Alert |
| 06/15/2020 | SHOP | Buy Now | Shopify | $89.40 | 842.95% | Brent Bracelin72% | $73.3 → $84.3 | Upgrade | Neutral → Overweight | Get Alert |
| 06/05/2020 | WORK | Buy Now | Slack Technologies | — | — | Brent Bracelin72% | $31 → $40 | Maintains | Overweight | Get Alert |
| 06/05/2020 | MDB | Buy Now | MongoDB | $155.50 | 45.34% | Brent Bracelin72% | $138 → $226 | Maintains | Overweight | Get Alert |
| 06/04/2020 | ESTC | Buy Now | Elastic | $78.19 | 20.22% | Brent Bracelin72% | $66 → $94 | Maintains | Overweight | Get Alert |
| 05/29/2020 | VEEV | Buy Now | Veeva Sys | $215.78 | 1.96% | Brent Bracelin72% | $180 → $220 | Maintains | Overweight | Get Alert |
| 05/28/2020 | BILL | Buy Now | BILL Holdings | $41.98 | 102.48% | Brent Bracelin72% | → $85 | Upgrade | Neutral → Overweight | Get Alert |
| 05/28/2020 | WDAY | Buy Now | Workday | $226.30 | -20.02% | Brent Bracelin72% | $150 → $181 | Maintains | Neutral | Get Alert |
| 05/28/2020 | BL | Buy Now | BlackLine | $45.06 | 73.1% | Brent Bracelin72% | $69 → $78 | Maintains | Overweight | Get Alert |
| 05/19/2020 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $90 → $160 | Upgrade | Neutral → Overweight | Get Alert |
| 05/14/2020 | BILL | Buy Now | BILL Holdings | $41.98 | 102.48% | Brent Bracelin72% | → $85 | Initiates | → Neutral | Get Alert |
| 05/08/2020 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin72% | $90 → $113 | Maintains | Overweight | Get Alert |
| 05/07/2020 | TWLO | Buy Now | Twilio | $86.15 | 56.7% | Brent Bracelin72% | $90 → $135 | Maintains | Neutral | Get Alert |
| 05/07/2020 | GDDY | Buy Now | GoDaddy | $170.19 | -51.82% | Brent Bracelin72% | $68 → $82 | Maintains | Overweight | Get Alert |
| 05/07/2020 | HUBS | Buy Now | HubSpot | $541.82 | -63.09% | Brent Bracelin72% | $158 → $200 | Maintains | Overweight | Get Alert |
| 05/01/2020 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin72% | — | Downgrade | Overweight → Neutral | Get Alert |
| 03/31/2020 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin72% | $94 → $76 | Maintains | Overweight | Get Alert |
| 03/31/2020 | WDAY | Buy Now | Workday | $226.30 | -33.72% | Brent Bracelin72% | $173 → $150 | Maintains | Neutral | Get Alert |
| 03/31/2020 | VEEV | Buy Now | Veeva Sys | $215.78 | -16.58% | Brent Bracelin72% | $188 → $180 | Maintains | Overweight | Get Alert |
| 03/31/2020 | SHOP | Buy Now | Shopify | $89.40 | 271.36% | Brent Bracelin72% | $54.5 → $33.2 | Maintains | Neutral | Get Alert |
| 03/31/2020 | PLAN | Buy Now | Anaplan | — | — | Brent Bracelin72% | $56 → $38 | Maintains | Overweight | Get Alert |
| 03/31/2020 | MSFT | Buy Now | Microsoft | $373.10 | -48.54% | Brent Bracelin72% | $199 → $192 | Maintains | Overweight | Get Alert |
| 03/31/2020 | HUBS | Buy Now | HubSpot | $541.82 | -70.84% | Brent Bracelin72% | $207 → $158 | Maintains | Overweight | Get Alert |
| 03/31/2020 | GDDY | Buy Now | GoDaddy | $170.19 | -60.04% | Brent Bracelin72% | $88 → $68 | Maintains | Overweight | Get Alert |
| 03/31/2020 | ESTC | Buy Now | Elastic | $78.19 | -15.59% | Brent Bracelin72% | $85 → $66 | Maintains | Overweight | Get Alert |
| 03/31/2020 | CRM | Buy Now | Salesforce | $248.88 | -22.45% | Brent Bracelin72% | $205 → $193 | Maintains | Overweight | Get Alert |
| 03/31/2020 | BL | Buy Now | BlackLine | $45.06 | 44.25% | Brent Bracelin72% | $78 → $65 | Maintains | Overweight | Get Alert |
| 03/31/2020 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $150 → $90 | Maintains | Neutral | Get Alert |
| 03/31/2020 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin72% | $105 → $90 | Maintains | Overweight | Get Alert |
| 03/31/2020 | ADBE | Buy Now | Adobe | $355.03 | -1.42% | Brent Bracelin72% | $355 → $350 | Maintains | Overweight | Get Alert |
| 03/31/2020 | WORK | Buy Now | Slack Technologies | — | — | Brent Bracelin72% | $24 → $31 | Maintains | Overweight | Get Alert |
| 03/31/2020 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin72% | → $130 | Downgrade | Overweight → Neutral | Get Alert |
| 03/31/2020 | TWLO | Buy Now | Twilio | $86.15 | 4.47% | Brent Bracelin72% | $151 → $90 | Downgrade | Overweight → Neutral | Get Alert |
| 03/17/2020 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin72% | $177 → $130 | Maintains | Overweight | Get Alert |
| 02/14/2020 | GDDY | Buy Now | GoDaddy | $170.19 | -48.29% | Brent Bracelin72% | $91 → $88 | Maintains | Overweight | Get Alert |
| 02/14/2020 | BL | Buy Now | BlackLine | $45.06 | 73.1% | Brent Bracelin72% | $60 → $78 | Upgrade | Neutral → Overweight | Get Alert |
| 02/14/2020 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $144 → $150 | Maintains | Neutral | Get Alert |
| 02/14/2020 | VEEV | Buy Now | Veeva Sys | $215.78 | -12.87% | Brent Bracelin72% | → $188 | Initiates | → Overweight | Get Alert |
| 02/13/2020 | HUBS | Buy Now | HubSpot | $541.82 | -61.8% | Brent Bracelin72% | $200 → $207 | Maintains | Overweight | Get Alert |
| 02/06/2020 | PAYC | Buy Now | Paycom Software | $211.52 | 54.6% | Brent Bracelin72% | $314 → $327 | Maintains | Overweight | Get Alert |
| 02/06/2020 | TWLO | Buy Now | Twilio | $86.15 | 75.28% | Brent Bracelin72% | $145 → $151 | Maintains | Overweight | Get Alert |
| 02/03/2020 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $112 → $144 | Maintains | Neutral | Get Alert |
| 01/30/2020 | MSFT | Buy Now | Microsoft | $373.10 | -46.66% | Brent Bracelin72% | $190 → $199 | Maintains | Overweight | Get Alert |
| 01/23/2020 | MSFT | Buy Now | Microsoft | $373.10 | -49.08% | Brent Bracelin72% | $158 → $190 | Maintains | Overweight | Get Alert |
| 01/13/2020 | PAYC | Buy Now | Paycom Software | $211.52 | 48.45% | Brent Bracelin72% | $261 → $314 | Maintains | Overweight | Get Alert |
| 12/13/2019 | ADBE | Buy Now | Adobe | $355.03 | 1.4% | Brent Bracelin72% | $339 → $360 | Maintains | Overweight | Get Alert |
| 11/26/2019 | BL | Buy Now | BlackLine | $45.06 | — | Brent Bracelin72% | — | Initiates | → Neutral | Get Alert |
| 11/26/2019 | BL | Buy Now | BlackLine | $45.06 | — | Brent Bracelin72% | — | Initiates | → Neutral | Get Alert |
| 11/26/2019 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | → $112 | Initiates | → Neutral | Get Alert |
| 11/13/2019 | WDAY | Buy Now | Workday | $226.30 | — | Brent Bracelin72% | — | Assumes | → Neutral | Get Alert |
| 11/13/2019 | ADBE | Buy Now | Adobe | $355.03 | — | Brent Bracelin72% | — | Assumes | → Overweight | Get Alert |
| 11/07/2019 | GDDY | Buy Now | GoDaddy | $170.19 | -46.53% | Brent Bracelin72% | $92 → $91 | Maintains | Overweight | Get Alert |
| 10/30/2019 | PAYC | Buy Now | Paycom Software | $211.52 | 23.39% | Brent Bracelin72% | $275 → $261 | Maintains | Overweight | Get Alert |
| 10/29/2019 | WORK | Buy Now | Slack Technologies | — | — | Brent Bracelin72% | → $30 | Initiates | → Overweight | Get Alert |
| 10/29/2019 | MDB | Buy Now | MongoDB | $155.50 | 1.61% | Brent Bracelin72% | → $158 | Initiates | → Overweight | Get Alert |
| 10/29/2019 | ESTC | Buy Now | Elastic | $78.19 | 18.94% | Brent Bracelin72% | → $93 | Initiates | → Overweight | Get Alert |
| 10/29/2019 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin72% | → $150 | Initiates | → Overweight | Get Alert |
| 10/29/2019 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin72% | → $93 | Initiates | → Overweight | Get Alert |
| 10/24/2019 | MSFT | Buy Now | Microsoft | $373.10 | -57.65% | Brent Bracelin72% | → $158 | Reinstates | → Overweight | Get Alert |
| 09/25/2019 | PAYC | Buy Now | Paycom Software | $211.52 | — | Brent Bracelin72% | — | Reinstates | → Overweight | Get Alert |
| 08/28/2019 | VEEV | Buy Now | Veeva Sys | $215.78 | -11.95% | Brent Bracelin72% | $172 → $190 | Maintains | Overweight | Get Alert |
| 08/08/2019 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin72% | $74 → $101 | Maintains | Overweight | Get Alert |
| 08/02/2019 | BL | Buy Now | BlackLine | $45.06 | 37.59% | Brent Bracelin72% | $60 → $62 | Maintains | Overweight | Get Alert |
| 08/01/2019 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $123 → $145 | Maintains | Overweight | Get Alert |
| 07/19/2019 | MSFT | Buy Now | Microsoft | $373.10 | -58.46% | Brent Bracelin72% | $143 → $155 | Maintains | Overweight | Get Alert |
| 06/20/2019 | PAYC | Buy Now | Paycom Software | $211.52 | 16.3% | Brent Bracelin72% | $215 → $246 | Maintains | Overweight | Get Alert |
| 06/19/2019 | MDB | Buy Now | MongoDB | $155.50 | 20.9% | Brent Bracelin72% | $165 → $188 | Maintains | Overweight | Get Alert |
| 06/14/2019 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $100 → $123 | Maintains | Overweight | Get Alert |
| 06/07/2019 | DATA | Buy Now | Tableau Software | — | — | Brent Bracelin72% | $158 → $165 | Maintains | Overweight | Get Alert |
| 06/06/2019 | MDB | Buy Now | MongoDB | $155.50 | 6.11% | Brent Bracelin72% | $150 → $165 | Maintains | Overweight | Get Alert |
| 05/30/2019 | VEEV | Buy Now | Veeva Sys | $215.78 | -20.29% | Brent Bracelin72% | $133 → $172 | Maintains | Overweight | Get Alert |
| 05/08/2019 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin72% | $54 → $74 | Maintains | Overweight | Get Alert |
| 05/02/2019 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $85 → $100 | Maintains | Overweight | Get Alert |
| 05/01/2019 | PAYC | Buy Now | Paycom Software | $211.52 | 1.65% | Brent Bracelin72% | $210 → $215 | Maintains | Overweight | Get Alert |
| 04/29/2019 | WIX | Buy Now | Wix.com | $154.61 | — | Brent Bracelin72% | — | Initiates | → Sector Weight | Get Alert |
| 04/25/2019 | MSFT | Buy Now | Microsoft | $373.10 | -61.67% | Brent Bracelin72% | $141 → $143 | Maintains | Overweight | Get Alert |
| 04/17/2019 | PAYC | Buy Now | Paycom Software | $211.52 | -0.72% | Brent Bracelin72% | $182 → $210 | Maintains | Overweight | Get Alert |
| 04/17/2019 | MSFT | Buy Now | Microsoft | $373.10 | -62.21% | Brent Bracelin72% | $125 → $141 | Maintains | Overweight | Get Alert |
| 04/08/2019 | TLND | Buy Now | Talend | — | — | Brent Bracelin72% | $52 → $65 | Maintains | Overweight | Get Alert |
| 03/25/2019 | BAND | Buy Now | Bandwidth | $11.78 | 536.67% | Brent Bracelin72% | $64 → $75 | Maintains | Overweight | Get Alert |
| 03/15/2019 | ADBE | Buy Now | Adobe | $355.03 | — | Brent Bracelin72% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 03/14/2019 | MDB | Buy Now | MongoDB | $155.50 | -3.54% | Brent Bracelin72% | $100 → $150 | Maintains | Overweight | Get Alert |
| 03/01/2019 | WDAY | Buy Now | Workday | $226.30 | 3.84% | Brent Bracelin72% | $216 → $235 | Maintains | Overweight | Get Alert |
| 02/28/2019 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $74 → $85 | Maintains | Overweight | Get Alert |
| 02/27/2019 | VEEV | Buy Now | Veeva Sys | $215.78 | -38.36% | Brent Bracelin72% | $114 → $133 | Maintains | Overweight | Get Alert |
| 02/21/2019 | WIX | Buy Now | Wix.com | $154.61 | -13.98% | Brent Bracelin72% | $122 → $133 | Maintains | Overweight | Get Alert |
| 02/13/2019 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin72% | $48 → $54 | Maintains | Overweight | Get Alert |
| 02/11/2019 | WDAY | Buy Now | Workday | $226.30 | -4.55% | Brent Bracelin72% | $179 → $216 | Maintains | Overweight | Get Alert |
| 02/06/2019 | PAYC | Buy Now | Paycom Software | $211.52 | -13.96% | Brent Bracelin72% | $133 → $182 | Maintains | Overweight | Get Alert |
| 01/08/2019 | MB | Buy Now | MINDBODY | $2.98 | — | Brent Bracelin72% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/08/2019 | EVBG | Buy Now | Everbridge | — | — | Brent Bracelin72% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 12/14/2018 | ADBE | Buy Now | Adobe | $355.03 | -20.57% | Brent Bracelin72% | $286 → $282 | Maintains | Overweight | Get Alert |
| 11/30/2018 | WDAY | Buy Now | Workday | $226.30 | -20.9% | Brent Bracelin72% | $177 → $179 | Maintains | Overweight | Get Alert |
| 11/29/2018 | VEEV | Buy Now | Veeva Sys | $215.78 | -47.17% | Brent Bracelin72% | $108 → $114 | Maintains | Overweight | Get Alert |
| 11/19/2018 | TLND | Buy Now | Talend | — | — | Brent Bracelin72% | $61 → $52 | Maintains | Overweight | Get Alert |
| 11/16/2018 | BL | Buy Now | BlackLine | $45.06 | 24.28% | Brent Bracelin72% | $65 → $56 | Maintains | Overweight | Get Alert |
| 11/14/2018 | WIX | Buy Now | Wix.com | $154.61 | -21.09% | Brent Bracelin72% | $133 → $122 | Maintains | Overweight | Get Alert |
| 11/08/2018 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $61 → $74 | Maintains | Overweight | Get Alert |
| 11/06/2018 | PLAN | Buy Now | Anaplan | — | — | Brent Bracelin72% | → $28 | Initiates | → Overweight | Get Alert |
| 10/26/2018 | ELLI | Buy Now | Ellie Mae | — | — | Brent Bracelin72% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 10/25/2018 | MSFT | Buy Now | Microsoft | $373.10 | -66.5% | Brent Bracelin72% | $123 → $125 | Maintains | Overweight | Get Alert |
| 10/01/2018 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin72% | → $47 | Upgrade | Sector Weight → Overweight | Get Alert |
| 09/18/2018 | BL | Buy Now | BlackLine | $45.06 | 44.25% | Brent Bracelin72% | $52 → $65 | Maintains | Overweight | Get Alert |
| 09/14/2018 | ADBE | Buy Now | Adobe | $355.03 | -19.44% | Brent Bracelin72% | $276 → $286 | Maintains | Overweight | Get Alert |
| 09/06/2018 | MDB | Buy Now | MongoDB | $155.50 | -43.41% | Brent Bracelin72% | $62 → $88 | Maintains | Overweight | Get Alert |
| 09/05/2018 | WDAY | Buy Now | Workday | $226.30 | -21.79% | Brent Bracelin72% | $173 → $177 | Maintains | Overweight | Get Alert |
| 09/04/2018 | SEND | Buy Now | SendGrid | — | — | Brent Bracelin72% | $32 → $42 | Maintains | Overweight | Get Alert |
| 09/04/2018 | BAND | Buy Now | Bandwidth | $11.78 | 443.29% | Brent Bracelin72% | $45 → $64 | Maintains | Overweight | Get Alert |
| 08/30/2018 | WDAY | Buy Now | Workday | $226.30 | -23.55% | Brent Bracelin72% | $145 → $173 | Maintains | Overweight | Get Alert |
| 08/24/2018 | VEEV | Buy Now | Veeva Sys | $215.78 | -54.12% | Brent Bracelin72% | $84 → $99 | Maintains | Overweight | Get Alert |
| 08/09/2018 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $53 → $61 | Maintains | Overweight | Get Alert |
| 08/07/2018 | TLND | Buy Now | Talend | — | — | Brent Bracelin72% | $66 → $61 | Maintains | Overweight | Get Alert |
| 08/03/2018 | DATA | Buy Now | Tableau Software | — | — | Brent Bracelin72% | $125 → $131 | Maintains | Overweight | Get Alert |
| 08/01/2018 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin72% | $58 → $71 | Maintains | Overweight | Get Alert |
| 07/27/2018 | ELLI | Buy Now | Ellie Mae | — | — | Brent Bracelin72% | $130 → $135 | Maintains | Overweight | Get Alert |
| 07/26/2018 | WIX | Buy Now | Wix.com | $154.61 | -13.98% | Brent Bracelin72% | $103 → $133 | Maintains | Overweight | Get Alert |
| 07/20/2018 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $40 → $53 | Maintains | Overweight | Get Alert |
| 07/20/2018 | MSFT | Buy Now | Microsoft | $373.10 | -67.03% | Brent Bracelin72% | $110 → $123 | Maintains | Overweight | Get Alert |
| 07/11/2018 | YEXT | Buy Now | Yext | $6.08 | — | Brent Bracelin72% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 07/11/2018 | DATA | Buy Now | Tableau Software | — | — | Brent Bracelin72% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 07/10/2018 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin72% | — | Initiates | → Sector Weight | Get Alert |
| 06/15/2018 | EVBG | Buy Now | Everbridge | — | — | Brent Bracelin72% | $45 → $58 | Maintains | Overweight | Get Alert |
| 06/07/2018 | MDB | Buy Now | MongoDB | $155.50 | -60.13% | Brent Bracelin72% | $50 → $62 | Maintains | Overweight | Get Alert |
| 06/01/2018 | YEXT | Buy Now | Yext | $6.08 | 196.05% | Brent Bracelin72% | $16 → $18 | Maintains | Overweight | Get Alert |
| 05/21/2018 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 05/14/2018 | MDB | Buy Now | MongoDB | $155.50 | -67.85% | Brent Bracelin72% | → $50 | Initiates | → Overweight | Get Alert |
| 05/08/2018 | EVBG | Buy Now | Everbridge | — | — | Brent Bracelin72% | $39 → $45 | Maintains | Overweight | Get Alert |
| 05/03/2018 | BAND | Buy Now | Bandwidth | $11.78 | 256.54% | Brent Bracelin72% | $31 → $42 | Maintains | Overweight | Get Alert |
| 04/10/2018 | WDAY | Buy Now | Workday | $226.30 | -35.93% | Brent Bracelin72% | $140 → $145 | Maintains | Overweight | Get Alert |
| 03/19/2018 | WIX | Buy Now | Wix.com | $154.61 | -33.38% | Brent Bracelin72% | $85 → $103 | Maintains | Overweight | Get Alert |
| 03/16/2018 | ADBE | Buy Now | Adobe | $355.03 | -29.02% | Brent Bracelin72% | $225 → $252 | Maintains | Overweight | Get Alert |
| 03/13/2018 | MB | Buy Now | MINDBODY | $2.98 | 1477.18% | Brent Bracelin72% | $41 → $47 | Maintains | Overweight | Get Alert |
| 03/13/2018 | PAYC | Buy Now | Paycom Software | $211.52 | -39.96% | Brent Bracelin72% | $105 → $127 | Maintains | Overweight | Get Alert |
| 03/13/2018 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin72% | $43 → $53 | Maintains | Overweight | Get Alert |
| 03/13/2018 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 03/13/2018 | FIVN | Buy Now | Five9 | $22.75 | — | Brent Bracelin72% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 03/12/2018 | BL | Buy Now | BlackLine | $45.06 | 15.4% | Brent Bracelin72% | $46 → $52 | Maintains | Overweight | Get Alert |
| 03/02/2018 | VEEV | Buy Now | Veeva Sys | $215.78 | -62.46% | Brent Bracelin72% | $70 → $81 | Maintains | Overweight | Get Alert |
| 02/28/2018 | WDAY | Buy Now | Workday | $226.30 | -38.14% | Brent Bracelin72% | $131 → $140 | Maintains | Overweight | Get Alert |
| 02/27/2018 | SEND | Buy Now | SendGrid, Inc. Common Stock | — | — | Brent Bracelin72% | $26 → $32 | Maintains | Overweight | Get Alert |
| 02/22/2018 | BAND | Buy Now | Bandwidth | $11.78 | 163.16% | Brent Bracelin72% | $29 → $31 | Maintains | Overweight | Get Alert |
| 02/22/2018 | EVBG | Buy Now | Everbridge | — | — | Brent Bracelin72% | $37 → $39 | Maintains | Overweight | Get Alert |
| 02/22/2018 | FIVN | Buy Now | Five9 | $22.75 | 31.87% | Brent Bracelin72% | $29 → $30 | Maintains | Overweight | Get Alert |
| 02/13/2018 | PAYC | Buy Now | Paycom Software | $211.52 | — | Brent Bracelin72% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 02/09/2018 | ELLI | Buy Now | Ellie Mae | — | — | Brent Bracelin72% | $118 → $120 | Maintains | Overweight | Get Alert |
| 02/07/2018 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin72% | $42 → $43 | Maintains | Overweight | Get Alert |
| 02/05/2018 | ELLI | Buy Now | Ellie Mae | — | — | Brent Bracelin72% | $116 → $118 | Maintains | Overweight | Get Alert |
| 02/01/2018 | MSFT | Buy Now | Microsoft | $373.10 | -70.52% | Brent Bracelin72% | $106 → $110 | Maintains | Overweight | Get Alert |
| 01/04/2018 | DATA | Buy Now | Tableau Software | — | — | Brent Bracelin72% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/04/2018 | WDAY | Buy Now | Workday | $226.30 | -42.11% | Brent Bracelin72% | → $131 | Upgrade | Sector Weight → Overweight | Get Alert |
| 12/11/2017 | SEND | Buy Now | SendGrid | — | — | Brent Bracelin72% | → $26 | Initiates | → Overweight | Get Alert |
| 12/05/2017 | BAND | Buy Now | Bandwidth | $11.78 | 146.18% | Brent Bracelin72% | → $29 | Initiates | → Overweight | Get Alert |
| 11/22/2017 | ADBE | Buy Now | Adobe | $355.03 | -39.16% | Brent Bracelin72% | $178 → $216 | Maintains | Overweight | Get Alert |
| 11/17/2017 | BL | Buy Now | BlackLine | $45.06 | 2.09% | Brent Bracelin72% | $39 → $46 | Maintains | Overweight | Get Alert |
| 11/10/2017 | TLND | Buy Now | Talend | — | — | Brent Bracelin72% | $44 → $53 | Maintains | Overweight | Get Alert |
| 11/10/2017 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | $24 → $29 | Maintains | Overweight | Get Alert |
| 11/09/2017 | WIX | Buy Now | Wix.com | $154.61 | -46.32% | Brent Bracelin72% | $88 → $83 | Maintains | Overweight | Get Alert |
| 11/09/2017 | FIVN | Buy Now | Five9 | $22.75 | 27.47% | Brent Bracelin72% | $27 → $29 | Maintains | Overweight | Get Alert |
| 11/07/2017 | EVBG | Buy Now | Everbridge | — | — | Brent Bracelin72% | $27 → $30 | Maintains | Overweight | Get Alert |
| 10/17/2017 | TYL | Buy Now | Tyler Technologies | $564.00 | — | Brent Bracelin72% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 10/16/2017 | YEXT | Buy Now | Yext | $6.08 | — | Brent Bracelin72% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 10/13/2017 | HUBS | Buy Now | HubSpot | $541.82 | — | Brent Bracelin72% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 09/22/2017 | MB | Buy Now | MINDBODY | $2.98 | — | Brent Bracelin72% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 05/05/2017 | MB | Buy Now | MINDBODY | $2.98 | — | Brent Bracelin72% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 05/03/2017 | TWLO | Buy Now | Twilio | $86.15 | — | Brent Bracelin72% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 04/18/2017 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin72% | → $20 | Initiates | → Overweight | Get Alert |
| 04/12/2017 | TLND | Buy Now | Talend | — | — | Brent Bracelin72% | → $38 | Initiates | → Overweight | Get Alert |
| 03/17/2017 | FIVN | Buy Now | Five9 | $22.75 | — | Brent Bracelin72% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 01/30/2017 | PAYC | Buy Now | Paycom Software | $211.52 | — | Brent Bracelin72% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/05/2017 | TWLO | Buy Now | Twilio | $86.15 | -58.21% | Brent Bracelin72% | → $36 | Upgrade | Sector Weight → Overweight | Get Alert |
| 09/13/2016 | TYL | Buy Now | Tyler Technologies | $564.00 | -68.44% | Brent Bracelin72% | $176 → $178 | Maintains | Overweight | Get Alert |
| 09/13/2016 | MB | Buy Now | MINDBODY | $2.98 | 638.26% | Brent Bracelin72% | $20 → $22 | Maintains | Overweight | Get Alert |
| 08/03/2016 | DATA | Buy Now | Tableau Software | — | — | Brent Bracelin72% | $93 → $86 | Maintains | Overweight | Get Alert |
| 07/28/2016 | MB | Buy Now | MINDBODY | $2.98 | 571.14% | Brent Bracelin72% | $19 → $20 | Maintains | Overweight | Get Alert |
| 07/18/2016 | TWLO | Buy Now | Twilio | $86.15 | — | Brent Bracelin72% | — | Initiates | → Sector Weight | Get Alert |
| 06/01/2016 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin72% | → $35 | Initiates | → Overweight | Get Alert |
| 06/01/2016 | HUBS | Buy Now | HubSpot | $541.82 | -88.93% | Brent Bracelin72% | → $60 | Initiates | → Overweight | Get Alert |
| 11/04/2015 | PAYC | Buy Now | Paycom Software | $211.52 | -78.73% | Brent Bracelin72% | $41 → $45 | Maintains | Overweight | Get Alert |
| 07/14/2015 | MB | Buy Now | MINDBODY | $2.98 | 537.58% | Brent Bracelin72% | → $19 | Initiates | → Overweight | Get Alert |
| 07/14/2015 | MB | Buy Now | MINDBODY | $2.98 | 537.58% | Brent Bracelin72% | → $19 | Initiates | → Overweight | Get Alert |
| 06/17/2015 | ADBE | Buy Now | Adobe | $355.03 | -74.65% | Brent Bracelin72% | $85 → $90 | Maintains | Overweight | Get Alert |
| 08/05/2014 | FIVN | Buy Now | FIVE9, INC. | $22.75 | — | Brent Bracelin72% | — | Downgrade | Outperform → Sector Perform | Get Alert |
| 05/12/2014 | PAYC | Buy Now | Paycom Software | $211.52 | -91.49% | Brent Bracelin72% | → $18 | Initiates | → Outperform | Get Alert |
| 04/29/2014 | FIVN | Buy Now | FIVE9, INC. | $22.75 | -56.04% | Brent Bracelin72% | → $10 | Initiates | → Outperform | Get Alert |
