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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 03/29/2025
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 03/14/2025 | TTAN | Buy Now | ServiceTitan | $95.40 | 31.03% | Brent Bracelin74% | $125 → $125 | Maintains | Overweight | Get Alert |
| 03/11/2025 | ORCL | Buy Now | Oracle | $139.94 | 35.77% | Brent Bracelin74% | $210 → $190 | Maintains | Overweight | Get Alert |
| 03/11/2025 | ASAN | Buy Now | Asana | $15.00 | 20% | Brent Bracelin74% | $27 → $18 | Maintains | Overweight | Get Alert |
| 03/06/2025 | MDB | Buy Now | MongoDB | $177.46 | 57.78% | Brent Bracelin74% | $425 → $280 | Maintains | Overweight | Get Alert |
| 02/27/2025 | CRM | Buy Now | Salesforce | $269.93 | 48.19% | Brent Bracelin74% | $405 → $400 | Maintains | Overweight | Get Alert |
| 02/27/2025 | SNOW | Buy Now | Snowflake | $150.00 | 43.33% | Brent Bracelin74% | $208 → $215 | Maintains | Overweight | Get Alert |
| 02/26/2025 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 10% | Brent Bracelin74% | $10 → $11 | Upgrade | Underweight → Neutral | Get Alert |
| 02/26/2025 | WDAY | Buy Now | Workday | $244.55 | 18.59% | Brent Bracelin74% | $270 → $290 | Maintains | Neutral | Get Alert |
| 02/26/2025 | BASE | Buy Now | Couchbase | $15.55 | 41.48% | Brent Bracelin74% | $21 → $22 | Maintains | Overweight | Get Alert |
| 02/21/2025 | KVYO | Buy Now | Klaviyo | $31.00 | 70.97% | Brent Bracelin74% | $53 → $53 | Reiterates | Overweight → Overweight | Get Alert |
| 02/20/2025 | KVYO | Buy Now | Klaviyo | $31.00 | 70.97% | Brent Bracelin74% | $50 → $53 | Maintains | Overweight | Get Alert |
| 02/14/2025 | PCOR | Buy Now | Procore Technologies | $66.50 | 65.41% | Brent Bracelin74% | $90 → $110 | Maintains | Overweight | Get Alert |
| 02/13/2025 | HUBS | Buy Now | HubSpot | $580.53 | 39.18% | Brent Bracelin74% | $640 → $808 | Maintains | Neutral | Get Alert |
| 02/12/2025 | BL | Buy Now | BlackLine | $48.81 | 18.83% | Brent Bracelin74% | $60 → $58 | Maintains | Underweight | Get Alert |
| 02/12/2025 | FRSH | Buy Now | Freshworks | $14.53 | 65.18% | Brent Bracelin74% | $20 → $24 | Maintains | Overweight | Get Alert |
| 02/10/2025 | MNDY | Buy Now | Monday.Com | $247.01 | 55.86% | Brent Bracelin74% | $345 → $385 | Maintains | Overweight | Get Alert |
| 02/06/2025 | ASAN | Buy Now | Asana | $15.00 | 80% | Brent Bracelin74% | $27 → $27 | Reiterates | Overweight → Overweight | Get Alert |
| 01/31/2025 | APPF | Buy Now | AppFolio | $221.30 | 19.75% | Brent Bracelin74% | $265 → $265 | Maintains | Neutral | Get Alert |
| 01/27/2025 | MSFT | Buy Now | Microsoft | $377.62 | 37.7% | Brent Bracelin74% | $520 → $520 | Maintains | Overweight | Get Alert |
| 01/06/2025 | APPF | Buy Now | AppFolio | $221.30 | 19.75% | Brent Bracelin74% | $265 → $265 | Downgrade | Overweight → Neutral | Get Alert |
| 01/06/2025 | SNOW | Buy Now | Snowflake | $150.00 | 38.67% | Brent Bracelin74% | $185 → $208 | Maintains | Overweight | Get Alert |
| 01/06/2025 | MSFT | Buy Now | Microsoft | $377.62 | 37.7% | Brent Bracelin74% | $470 → $520 | Maintains | Overweight | Get Alert |
| 01/06/2025 | MNDY | Buy Now | Monday.Com | $247.01 | 39.67% | Brent Bracelin74% | $350 → $345 | Maintains | Overweight | Get Alert |
| 01/06/2025 | KVYO | Buy Now | Klaviyo | $31.00 | 61.29% | Brent Bracelin74% | $45 → $50 | Maintains | Overweight | Get Alert |
| 01/06/2025 | GLBE | Buy Now | Global E Online | $35.33 | 86.81% | Brent Bracelin74% | $63 → $66 | Maintains | Overweight | Get Alert |
| 01/06/2025 | FRSH | Buy Now | Freshworks | $14.53 | 37.65% | Brent Bracelin74% | $18 → $20 | Maintains | Overweight | Get Alert |
| 01/06/2025 | BL | Buy Now | BlackLine | $48.81 | 22.93% | Brent Bracelin74% | $60 → $60 | Downgrade | Neutral → Underweight | Get Alert |
| 01/06/2025 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | — | Brent Bracelin74% | $11 → $10 | Downgrade | Neutral → Underweight | Get Alert |
| 01/06/2025 | ASAN | Buy Now | Asana | $15.00 | 80% | Brent Bracelin74% | $19 → $27 | Upgrade | Neutral → Overweight | Get Alert |
| 01/06/2025 | TTAN | Buy Now | ServiceTitan | $95.40 | 31.03% | Brent Bracelin74% | → $125 | Initiates | → Overweight | Get Alert |
| 12/18/2024 | CRM | Buy Now | Salesforce | $269.93 | 50.04% | Brent Bracelin74% | $405 → $405 | Maintains | Overweight | Get Alert |
| 12/18/2024 | MNDY | Buy Now | Monday.Com | $247.01 | 41.69% | Brent Bracelin74% | $350 → $350 | Maintains | Overweight | Get Alert |
| 12/17/2024 | SNOW | Buy Now | Snowflake | $150.00 | 23.33% | Brent Bracelin74% | $185 → $185 | Maintains | Overweight | Get Alert |
| 12/12/2024 | ADBE | Buy Now | Adobe | $385.25 | 55.74% | Brent Bracelin74% | $635 → $600 | Maintains | Overweight | Get Alert |
| 12/10/2024 | ORCL | Buy Now | Oracle | $139.94 | 50.06% | Brent Bracelin74% | $185 → $210 | Maintains | Overweight | Get Alert |
| 12/10/2024 | BRZE | Buy Now | Braze | $37.05 | 29.57% | Brent Bracelin74% | $40 → $48 | Maintains | Overweight | Get Alert |
| 12/10/2024 | MDB | Buy Now | MongoDB | $177.46 | 139.49% | Brent Bracelin74% | $425 → $425 | Maintains | Overweight | Get Alert |
| 12/06/2024 | ASAN | Buy Now | Asana | $15.00 | 26.67% | Brent Bracelin74% | $12 → $19 | Maintains | Neutral | Get Alert |
| 12/06/2024 | VEEV | Buy Now | Veeva Systems | $234.21 | 23.82% | Brent Bracelin74% | $280 → $290 | Maintains | Overweight | Get Alert |
| 12/05/2024 | NCNO | Buy Now | Ncino | $28.92 | 31.4% | Brent Bracelin74% | $38 → $38 | Downgrade | Overweight → Neutral | Get Alert |
| 12/05/2024 | ADBE | Buy Now | Adobe | $385.25 | 64.83% | Brent Bracelin74% | $635 → $635 | Reiterates | Overweight → Overweight | Get Alert |
| 12/04/2024 | CRM | Buy Now | Salesforce | $269.93 | 50.04% | Brent Bracelin74% | $395 → $405 | Maintains | Overweight | Get Alert |
| 12/04/2024 | BASE | Buy Now | Couchbase | $15.55 | 35.05% | Brent Bracelin74% | $21 → $21 | Maintains | Overweight | Get Alert |
| 12/02/2024 | CRM | Buy Now | Salesforce | $269.93 | 46.33% | Brent Bracelin74% | $325 → $395 | Maintains | Overweight | Get Alert |
| 11/27/2024 | WDAY | Buy Now | Workday | $244.55 | 10.41% | Brent Bracelin74% | $285 → $270 | Downgrade | Overweight → Neutral | Get Alert |
| 11/26/2024 | MDB | Buy Now | MongoDB | $177.46 | 139.49% | Brent Bracelin74% | $335 → $425 | Maintains | Overweight | Get Alert |
| 11/22/2024 | PCOR | Buy Now | Procore Technologies | $66.50 | 35.34% | Brent Bracelin74% | $70 → $90 | Maintains | Overweight | Get Alert |
| 11/21/2024 | SNOW | Buy Now | Snowflake | $150.00 | 23.33% | Brent Bracelin74% | $165 → $185 | Reiterates | Overweight → Overweight | Get Alert |
| 11/21/2024 | GLBE | Buy Now | Global E Online | $35.33 | 78.32% | Brent Bracelin74% | $44 → $63 | Reiterates | Overweight → Overweight | Get Alert |
| 11/20/2024 | BL | Buy Now | BlackLine | $48.81 | 22.93% | Brent Bracelin74% | $60 → $60 | Maintains | Neutral | Get Alert |
| 11/13/2024 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 10% | Brent Bracelin74% | $10 → $11 | Maintains | Neutral | Get Alert |
| 11/11/2024 | MNDY | Buy Now | Monday.Com | $247.01 | 41.69% | Brent Bracelin74% | $340 → $350 | Maintains | Overweight | Get Alert |
| 11/08/2024 | OS | Buy Now | OneStream | $21.95 | 68.56% | Brent Bracelin74% | $34 → $37 | Maintains | Overweight | Get Alert |
| 11/08/2024 | BL | Buy Now | BlackLine | $48.81 | 22.93% | Brent Bracelin74% | $51 → $60 | Maintains | Neutral | Get Alert |
| 11/08/2024 | VEEV | Buy Now | Veeva Systems | $234.21 | 19.55% | Brent Bracelin74% | $230 → $280 | Maintains | Overweight | Get Alert |
| 11/07/2024 | HUBS | Buy Now | HubSpot | $580.53 | 10.24% | Brent Bracelin74% | $570 → $640 | Downgrade | Overweight → Neutral | Get Alert |
| 11/07/2024 | FRSH | Buy Now | Freshworks | $14.53 | 23.88% | Brent Bracelin74% | $13 → $18 | Maintains | Overweight | Get Alert |
| 10/31/2024 | MSFT | Buy Now | Microsoft | $377.62 | 24.46% | Brent Bracelin74% | $470 → $470 | Maintains | Overweight | Get Alert |
| 10/31/2024 | PCOR | Buy Now | Procore Technologies | $66.50 | 5.26% | Brent Bracelin74% | $63 → $70 | Maintains | Overweight | Get Alert |
| 10/31/2024 | WEAV | Buy Now | Weave Communications | $11.01 | 54.41% | Brent Bracelin74% | $16 → $17 | Maintains | Overweight | Get Alert |
| 10/25/2024 | APPF | Buy Now | AppFolio | $221.30 | 19.75% | Brent Bracelin74% | $300 → $265 | Maintains | Overweight | Get Alert |
| 10/21/2024 | MNDY | Buy Now | Monday.Com | $247.01 | 37.65% | Brent Bracelin74% | $300 → $340 | Maintains | Overweight | Get Alert |
| 10/18/2024 | KVYO | Buy Now | Klaviyo | $31.00 | 45.16% | Brent Bracelin74% | $34 → $45 | Maintains | Overweight | Get Alert |
| 10/18/2024 | MSFT | Buy Now | Microsoft | $377.62 | 24.46% | Brent Bracelin74% | $485 → $470 | Maintains | Overweight | Get Alert |
| 10/10/2024 | FRSH | Buy Now | Freshworks | $14.53 | -10.53% | Brent Bracelin74% | $17 → $13 | Maintains | Overweight | Get Alert |
| 10/10/2024 | BRZE | Buy Now | Braze | $37.05 | 7.98% | Brent Bracelin74% | $51 → $40 | Maintains | Overweight | Get Alert |
| 09/24/2024 | CRM | Buy Now | Salesforce | $269.93 | 20.4% | Brent Bracelin74% | $268 → $325 | Upgrade | Neutral → Overweight | Get Alert |
| 09/19/2024 | HUBS | Buy Now | HubSpot | $580.53 | -1.81% | Brent Bracelin74% | $570 → $570 | Maintains | Overweight | Get Alert |
| 09/18/2024 | WDAY | Buy Now | Workday | $244.55 | 16.54% | Brent Bracelin74% | $285 → $285 | Maintains | Overweight | Get Alert |
| 09/13/2024 | ADBE | Buy Now | Adobe | $385.25 | 64.83% | Brent Bracelin74% | $635 → $635 | Maintains | Overweight | Get Alert |
| 09/13/2024 | ORCL | Buy Now | Oracle | $139.94 | 32.2% | Brent Bracelin74% | $175 → $185 | Reiterates | Overweight → Overweight | Get Alert |
| 09/10/2024 | ORCL | Buy Now | Oracle | $139.94 | 25.05% | Brent Bracelin74% | $150 → $175 | Maintains | Overweight | Get Alert |
| 09/06/2024 | BRZE | Buy Now | Braze | $37.05 | 37.67% | Brent Bracelin74% | $51 → $51 | Maintains | Overweight | Get Alert |
| 09/05/2024 | BASE | Buy Now | Couchbase | $15.55 | 35.05% | Brent Bracelin74% | $22 → $21 | Maintains | Overweight | Get Alert |
| 09/04/2024 | OS | Buy Now | OneStream | $21.95 | 54.9% | Brent Bracelin74% | $32 → $34 | Maintains | Overweight | Get Alert |
| 09/04/2024 | ASAN | Buy Now | Asana | $15.00 | -20% | Brent Bracelin74% | $14 → $12 | Maintains | Neutral | Get Alert |
| 08/30/2024 | MDB | Buy Now | MongoDB | $177.46 | 88.77% | Brent Bracelin74% | $300 → $335 | Maintains | Overweight | Get Alert |
| 08/29/2024 | VEEV | Buy Now | Veeva Systems | $234.21 | -1.8% | Brent Bracelin74% | $225 → $230 | Maintains | Overweight | Get Alert |
| 08/29/2024 | CRM | Buy Now | Salesforce | $269.93 | -0.72% | Brent Bracelin74% | $250 → $268 | Maintains | Neutral | Get Alert |
| 08/28/2024 | NCNO | Buy Now | Ncino | $28.92 | 31.4% | Brent Bracelin74% | $38 → $38 | Maintains | Overweight | Get Alert |
| 08/23/2024 | WDAY | Buy Now | Workday | $244.55 | 16.54% | Brent Bracelin74% | $262 → $285 | Maintains | Overweight | Get Alert |
| 08/22/2024 | SNOW | Buy Now | Snowflake | $150.00 | 10% | Brent Bracelin74% | $165 → $165 | Maintains | Overweight | Get Alert |
| 08/16/2024 | BASE | Buy Now | Couchbase | $15.55 | 41.48% | Brent Bracelin74% | → $22 | Initiates | → Overweight | Get Alert |
| 08/15/2024 | GLBE | Buy Now | Global E Online | $35.33 | 24.54% | Brent Bracelin74% | $47 → $44 | Maintains | Overweight | Get Alert |
| 08/12/2024 | MNDY | Buy Now | Monday.Com | $247.01 | 21.45% | Brent Bracelin74% | $270 → $300 | Reiterates | Overweight → Overweight | Get Alert |
| 08/08/2024 | HUBS | Buy Now | HubSpot | $580.53 | -1.81% | Brent Bracelin74% | $570 → $570 | Maintains | Overweight | Get Alert |
| 08/08/2024 | KVYO | Buy Now | Klaviyo | $31.00 | 9.68% | Brent Bracelin74% | $30 → $34 | Maintains | Overweight | Get Alert |
| 08/07/2024 | BL | Buy Now | BlackLine | $48.81 | 4.49% | Brent Bracelin74% | $55 → $51 | Maintains | Neutral | Get Alert |
| 08/06/2024 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | — | Brent Bracelin74% | $14 → $10 | Maintains | Neutral | Get Alert |
| 08/02/2024 | PCOR | Buy Now | Procore Technologies | $66.50 | -5.26% | Brent Bracelin74% | $74 → $63 | Maintains | Overweight | Get Alert |
| 08/01/2024 | WEAV | Buy Now | Weave Communications | $11.01 | 45.32% | Brent Bracelin74% | $15 → $16 | Maintains | Overweight | Get Alert |
| 07/31/2024 | MSFT | Buy Now | Microsoft | $377.62 | 28.44% | Brent Bracelin74% | $485 → $485 | Maintains | Overweight | Get Alert |
| 07/26/2024 | APPF | Buy Now | AppFolio | $221.30 | 35.56% | Brent Bracelin74% | $295 → $300 | Maintains | Overweight | Get Alert |
| 07/23/2024 | MSFT | Buy Now | Microsoft | $377.62 | 28.44% | Brent Bracelin74% | $465 → $485 | Reiterates | Overweight → Overweight | Get Alert |
| 07/12/2024 | ORCL | Buy Now | Oracle | $139.94 | 7.19% | Brent Bracelin74% | $150 → $150 | Maintains | Overweight | Get Alert |
| 07/12/2024 | MSFT | Buy Now | Microsoft | $377.62 | 23.14% | Brent Bracelin74% | $465 → $465 | Maintains | Overweight | Get Alert |
| 07/12/2024 | MNDY | Buy Now | Monday.Com | $247.01 | 9.31% | Brent Bracelin74% | $270 → $270 | Maintains | Overweight | Get Alert |
| 07/12/2024 | CRM | Buy Now | Salesforce | $269.93 | -7.38% | Brent Bracelin74% | $250 → $250 | Maintains | Neutral | Get Alert |
| 07/12/2024 | APPF | Buy Now | AppFolio | $221.30 | 33.3% | Brent Bracelin74% | $295 → $295 | Maintains | Overweight | Get Alert |
| 07/12/2024 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 40% | Brent Bracelin74% | $15 → $14 | Maintains | Neutral | Get Alert |
| 07/12/2024 | WDAY | Buy Now | Workday | $244.55 | 7.14% | Brent Bracelin74% | $280 → $262 | Maintains | Overweight | Get Alert |
| 07/12/2024 | VEEV | Buy Now | Veeva Systems | $234.21 | -3.93% | Brent Bracelin74% | $235 → $225 | Maintains | Overweight | Get Alert |
| 07/12/2024 | SNOW | Buy Now | Snowflake | $150.00 | 10% | Brent Bracelin74% | $240 → $165 | Maintains | Overweight | Get Alert |
| 07/12/2024 | PCOR | Buy Now | Procore Technologies | $66.50 | 11.28% | Brent Bracelin74% | $77 → $74 | Maintains | Overweight | Get Alert |
| 07/12/2024 | MDB | Buy Now | MongoDB | $177.46 | 69.05% | Brent Bracelin74% | $350 → $300 | Maintains | Overweight | Get Alert |
| 07/12/2024 | KVYO | Buy Now | Klaviyo | $31.00 | -3.23% | Brent Bracelin74% | $38 → $30 | Maintains | Overweight | Get Alert |
| 07/12/2024 | HUBS | Buy Now | HubSpot | $580.53 | -1.81% | Brent Bracelin74% | $655 → $570 | Maintains | Overweight | Get Alert |
| 07/12/2024 | GLBE | Buy Now | Global E Online | $35.33 | 33.03% | Brent Bracelin74% | $50 → $47 | Maintains | Overweight | Get Alert |
| 07/12/2024 | FRSH | Buy Now | Freshworks | $14.53 | 17% | Brent Bracelin74% | $22 → $17 | Maintains | Overweight | Get Alert |
| 07/12/2024 | BRZE | Buy Now | Braze | $37.05 | 37.67% | Brent Bracelin74% | $55 → $51 | Maintains | Overweight | Get Alert |
| 07/12/2024 | BL | Buy Now | BlackLine | $48.81 | 12.68% | Brent Bracelin74% | $62 → $55 | Maintains | Neutral | Get Alert |
| 07/12/2024 | ASAN | Buy Now | Asana | $15.00 | -6.67% | Brent Bracelin74% | $16 → $14 | Maintains | Neutral | Get Alert |
| 07/12/2024 | ADBE | Buy Now | Adobe | $385.25 | 64.83% | Brent Bracelin74% | $700 → $635 | Maintains | Overweight | Get Alert |
| 07/01/2024 | NCNO | Buy Now | Ncino | $28.92 | 31.4% | Brent Bracelin74% | $38 → $38 | Reiterates | Overweight → Overweight | Get Alert |
| 06/14/2024 | ADBE | Buy Now | Adobe | $385.25 | 81.7% | Brent Bracelin74% | $700 → $700 | Maintains | Overweight | Get Alert |
| 06/12/2024 | ORCL | Buy Now | Oracle | $139.94 | 7.19% | Brent Bracelin74% | $140 → $150 | Maintains | Overweight | Get Alert |
| 06/10/2024 | APPF | Buy Now | AppFolio | $221.30 | 33.3% | Brent Bracelin74% | → $295 | Initiates | → Overweight | Get Alert |
| 06/07/2024 | BRZE | Buy Now | Braze | $37.05 | 48.47% | Brent Bracelin74% | $66 → $55 | Maintains | Overweight | Get Alert |
| 06/05/2024 | SNOW | Buy Now | Snowflake | $150.00 | 60% | Brent Bracelin74% | $240 → $240 | Maintains | Overweight | Get Alert |
| 05/31/2024 | VEEV | Buy Now | Veeva Systems | $234.21 | 0.34% | Brent Bracelin74% | $245 → $235 | Maintains | Overweight | Get Alert |
| 05/31/2024 | MDB | Buy Now | MongoDB | $177.46 | 97.23% | Brent Bracelin74% | $480 → $350 | Maintains | Overweight | Get Alert |
| 05/31/2024 | ASAN | Buy Now | Asana | $15.00 | 6.67% | Brent Bracelin74% | $18 → $16 | Upgrade | Underweight → Neutral | Get Alert |
| 05/30/2024 | CRM | Buy Now | Salesforce | $269.93 | -7.38% | Brent Bracelin74% | $300 → $250 | Maintains | Neutral | Get Alert |
| 05/30/2024 | NCNO | Buy Now | Ncino | $28.92 | 31.4% | Brent Bracelin74% | $42 → $38 | Maintains | Overweight | Get Alert |
| 05/24/2024 | WDAY | Buy Now | Workday | $244.55 | 14.5% | Brent Bracelin74% | $330 → $280 | Maintains | Overweight | Get Alert |
| 05/23/2024 | SNOW | Buy Now | Snowflake | $150.00 | 60% | Brent Bracelin74% | $240 → $240 | Reiterates | Overweight → Overweight | Get Alert |
| 05/15/2024 | MNDY | Buy Now | Monday.Com | $247.01 | 9.31% | Brent Bracelin74% | $250 → $270 | Reiterates | Overweight → Overweight | Get Alert |
| 05/09/2024 | HUBS | Buy Now | HubSpot | $580.53 | 12.83% | Brent Bracelin74% | $675 → $655 | Maintains | Overweight | Get Alert |
| 05/08/2024 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 50% | Brent Bracelin74% | $24 → $15 | Downgrade | Overweight → Neutral | Get Alert |
| 05/02/2024 | FRSH | Buy Now | Freshworks | $14.53 | 51.41% | Brent Bracelin74% | $28 → $22 | Maintains | Overweight | Get Alert |
| 05/02/2024 | PCOR | Buy Now | Procore Technologies | $66.50 | 15.79% | Brent Bracelin74% | $80 → $77 | Maintains | Overweight | Get Alert |
| 04/26/2024 | MSFT | Buy Now | Microsoft | $377.62 | 23.14% | Brent Bracelin74% | $455 → $465 | Reiterates | Overweight → Overweight | Get Alert |
| 04/23/2024 | BL | Buy Now | BlackLine | $48.81 | 27.02% | Brent Bracelin74% | $55 → $62 | Upgrade | Underweight → Neutral | Get Alert |
| 04/22/2024 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | $3 → $5.5 | Maintains | Neutral | Get Alert |
| 04/15/2024 | CRM | Buy Now | Salesforce | $269.93 | 11.14% | Brent Bracelin74% | $300 → $300 | Maintains | Neutral | Get Alert |
| 04/05/2024 | BRZE | Buy Now | Braze | $37.05 | 78.16% | Brent Bracelin74% | $66 → $66 | Maintains | Overweight | Get Alert |
| 04/05/2024 | HUBS | Buy Now | HubSpot | $580.53 | 16.27% | Brent Bracelin74% | $675 → $675 | Maintains | Overweight | Get Alert |
| 03/28/2024 | BRZE | Buy Now | Braze | $37.05 | 78.16% | Brent Bracelin74% | $66 → $66 | Maintains | Overweight | Get Alert |
| 03/27/2024 | ADBE | Buy Now | Adobe | $385.25 | 81.7% | Brent Bracelin74% | $700 → $700 | Maintains | Overweight | Get Alert |
| 03/27/2024 | NCNO | Buy Now | Ncino | $28.92 | 45.23% | Brent Bracelin74% | $42 → $42 | Maintains | Overweight | Get Alert |
| 03/15/2024 | ADBE | Buy Now | Adobe | $385.25 | 81.7% | Brent Bracelin74% | $705 → $700 | Maintains | Overweight | Get Alert |
| 03/12/2024 | ADBE | Buy Now | Adobe | $385.25 | 83% | Brent Bracelin74% | $705 → $705 | Maintains | Overweight | Get Alert |
| 03/12/2024 | ORCL | Buy Now | Oracle | $139.94 | 0.04% | Brent Bracelin74% | $122 → $140 | Maintains | Overweight | Get Alert |
| 03/12/2024 | ASAN | Buy Now | Asana | $15.00 | 20% | Brent Bracelin74% | → $18 | Reiterates | Underweight → Underweight | Get Alert |
| 03/08/2024 | MDB | Buy Now | MongoDB | $177.46 | 170.48% | Brent Bracelin74% | $500 → $480 | Maintains | Overweight | Get Alert |
| 03/05/2024 | RSKD | Buy Now | Riskified | $4.60 | 52.17% | Brent Bracelin74% | $5 → $7 | Maintains | Overweight | Get Alert |
| 03/01/2024 | VEEV | Buy Now | Veeva Sys | $234.21 | 4.61% | Brent Bracelin74% | $220 → $245 | Maintains | Overweight | Get Alert |
| 02/29/2024 | AVDX | Buy Now | AvidXchange Holdings | $8.37 | 67.26% | Brent Bracelin74% | $13 → $14 | Maintains | Neutral | Get Alert |
| 02/29/2024 | SNOW | Buy Now | Snowflake | $150.00 | 60% | Brent Bracelin74% | $250 → $240 | Maintains | Overweight | Get Alert |
| 02/29/2024 | CRM | Buy Now | Salesforce | $269.93 | 11.14% | Brent Bracelin74% | $285 → $300 | Maintains | Neutral | Get Alert |
| 02/28/2024 | CRM | Buy Now | Salesforce | $269.93 | 5.58% | Brent Bracelin74% | → $285 | Reiterates | Neutral → Neutral | Get Alert |
| 02/28/2024 | KVYO | Buy Now | Klaviyo | $31.00 | 22.58% | Brent Bracelin74% | → $38 | Reiterates | Overweight → Overweight | Get Alert |
| 02/27/2024 | SNOW | Buy Now | Snowflake | $150.00 | 66.67% | Brent Bracelin74% | $250 → $250 | Reiterates | Overweight → Overweight | Get Alert |
| 02/27/2024 | U | Buy Now | Unity Software | $20.45 | 46.7% | Brent Bracelin74% | $35 → $30 | Upgrade | Underweight → Neutral | Get Alert |
| 02/26/2024 | WDAY | Buy Now | Workday | $244.55 | 34.94% | Brent Bracelin74% | → $330 | Reiterates | Overweight → Overweight | Get Alert |
| 02/23/2024 | EXFY | Buy Now | Expensify | $3.00 | -33.34% | Brent Bracelin74% | $3 → $2 | Maintains | Neutral | Get Alert |
| 02/22/2024 | WEAV | Buy Now | Weave Communications | $11.01 | 36.24% | Brent Bracelin74% | → $15 | Reiterates | Overweight → Overweight | Get Alert |
| 02/22/2024 | GLBE | Buy Now | Global E Online | $35.33 | 41.52% | Brent Bracelin74% | → $50 | Reiterates | Overweight → Overweight | Get Alert |
| 02/21/2024 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | → $3 | Reiterates | Neutral → Neutral | Get Alert |
| 02/16/2024 | PCOR | Buy Now | Procore Technologies | $66.50 | 20.3% | Brent Bracelin74% | $77 → $80 | Maintains | Overweight | Get Alert |
| 02/15/2024 | HUBS | Buy Now | HubSpot | $580.53 | 16.27% | Brent Bracelin74% | $630 → $675 | Maintains | Overweight | Get Alert |
| 02/14/2024 | BL | Buy Now | BlackLine | $48.81 | 12.68% | Brent Bracelin74% | $60 → $55 | Maintains | Underweight | Get Alert |
| 02/13/2024 | MNDY | Buy Now | Monday.Com | $247.01 | 1.21% | Brent Bracelin74% | → $250 | Reiterates | Overweight → Overweight | Get Alert |
| 02/13/2024 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 140% | Brent Bracelin74% | $23 → $24 | Maintains | Overweight | Get Alert |
| 02/09/2024 | BILL | Buy Now | BILL Holdings | $46.24 | 105.45% | Brent Bracelin74% | → $95 | Reiterates | Overweight → Overweight | Get Alert |
| 02/07/2024 | BILL | Buy Now | BILL Holdings | $46.24 | 105.45% | Brent Bracelin74% | $95 → $95 | Reiterates | Overweight → Overweight | Get Alert |
| 02/07/2024 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | → $48.25 | Reiterates | Neutral → Neutral | Get Alert |
| 02/05/2024 | MNDY | Buy Now | Monday.Com | $247.01 | 1.21% | Brent Bracelin74% | → $250 | Reiterates | Overweight → Overweight | Get Alert |
| 01/25/2024 | MSFT | Buy Now | Microsoft | $377.62 | 20.49% | Brent Bracelin74% | $455 → $455 | Reiterates | Overweight → Overweight | Get Alert |
| 01/24/2024 | KVYO | Buy Now | Klaviyo | $31.00 | 22.58% | Brent Bracelin74% | → $38 | Reiterates | Overweight → Overweight | Get Alert |
| 01/17/2024 | WDAY | Buy Now | Workday | $244.55 | 34.94% | Brent Bracelin74% | → $330 | Reiterates | Overweight → Overweight | Get Alert |
| 01/12/2024 | MSFT | Buy Now | Microsoft | $377.62 | 20.49% | Brent Bracelin74% | $455 → $455 | Reiterates | Overweight → Overweight | Get Alert |
| 01/09/2024 | NCNO | Buy Now | Ncino | $28.92 | 45.23% | Brent Bracelin74% | → $42 | Reiterates | Overweight → Overweight | Get Alert |
| 01/09/2024 | SEMR | Buy Now | SEMrush Hldgs | $9.57 | 46.29% | Brent Bracelin74% | → $14 | Downgrade | Overweight → Neutral | Get Alert |
| 01/02/2024 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 130% | Brent Bracelin74% | $20 → $23 | Maintains | Overweight | Get Alert |
| 01/02/2024 | WDAY | Buy Now | Workday | $244.55 | 34.94% | Brent Bracelin74% | $300 → $330 | Maintains | Overweight | Get Alert |
| 01/02/2024 | VEEV | Buy Now | Veeva Sys | $234.21 | -6.07% | Brent Bracelin74% | $200 → $220 | Maintains | Overweight | Get Alert |
| 01/02/2024 | SNOW | Buy Now | Snowflake | $150.00 | 66.67% | Brent Bracelin74% | $220 → $250 | Maintains | Overweight | Get Alert |
| 01/02/2024 | PCOR | Buy Now | Procore Technologies | $66.50 | 15.79% | Brent Bracelin74% | $70 → $77 | Maintains | Overweight | Get Alert |
| 01/02/2024 | ORCL | Buy Now | Oracle | $139.94 | -12.82% | Brent Bracelin74% | $125 → $122 | Maintains | Overweight | Get Alert |
| 01/02/2024 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | $2.5 → $3 | Maintains | Neutral | Get Alert |
| 01/02/2024 | MSFT | Buy Now | Microsoft | $377.62 | 20.49% | Brent Bracelin74% | $425 → $455 | Maintains | Overweight | Get Alert |
| 01/02/2024 | MNDY | Buy Now | Monday.Com | $247.01 | 1.21% | Brent Bracelin74% | $225 → $250 | Maintains | Overweight | Get Alert |
| 01/02/2024 | HUBS | Buy Now | HubSpot | $580.53 | 8.52% | Brent Bracelin74% | $610 → $630 | Maintains | Overweight | Get Alert |
| 01/02/2024 | GLBE | Buy Now | Global E Online | $35.33 | 41.52% | Brent Bracelin74% | $45 → $50 | Maintains | Overweight | Get Alert |
| 01/02/2024 | FRSH | Buy Now | Freshworks | $14.53 | 92.7% | Brent Bracelin74% | $24 → $28 | Maintains | Overweight | Get Alert |
| 01/02/2024 | EXFY | Buy Now | Expensify | $3.00 | — | Brent Bracelin74% | $2 → $3 | Maintains | Neutral | Get Alert |
| 01/02/2024 | CRM | Buy Now | Salesforce | $269.93 | 5.58% | Brent Bracelin74% | $266 → $285 | Maintains | Neutral | Get Alert |
| 01/02/2024 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $50 → $48.25 | Maintains | Neutral | Get Alert |
| 01/02/2024 | ASAN | Buy Now | Asana | $15.00 | 20% | Brent Bracelin74% | $16 → $18 | Maintains | Underweight | Get Alert |
| 01/02/2024 | ADBE | Buy Now | Adobe | $385.25 | 83% | Brent Bracelin74% | $650 → $705 | Maintains | Overweight | Get Alert |
| 01/02/2024 | BL | Buy Now | BlackLine | $48.81 | 22.93% | Brent Bracelin74% | $53 → $60 | Downgrade | Neutral → Underweight | Get Alert |
| 01/02/2024 | U | Buy Now | Unity Software | $20.45 | 71.15% | Brent Bracelin74% | $20 → $35 | Downgrade | Neutral → Underweight | Get Alert |
| 01/02/2024 | AVDX | Buy Now | AvidXchange Holdings | $8.37 | 55.32% | Brent Bracelin74% | $12 → $13 | Downgrade | Overweight → Neutral | Get Alert |
| 01/02/2024 | WEAV | Buy Now | Weave Communications | $11.01 | 36.24% | Brent Bracelin74% | $8 → $15 | Upgrade | Neutral → Overweight | Get Alert |
| 01/02/2024 | NCNO | Buy Now | Ncino | $28.92 | 45.23% | Brent Bracelin74% | $30 → $42 | Upgrade | Neutral → Overweight | Get Alert |
| 12/18/2023 | PCOR | Buy Now | Procore Technologies | $66.50 | 5.26% | Brent Bracelin74% | $70 → $70 | Reiterates | Overweight → Overweight | Get Alert |
| 12/18/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | → $50 | Reiterates | Neutral → Neutral | Get Alert |
| 12/15/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $32 → $50 | Upgrade | Underweight → Neutral | Get Alert |
| 12/14/2023 | ADBE | Buy Now | Adobe | $385.25 | 68.72% | Brent Bracelin74% | → $650 | Reiterates | Overweight → Overweight | Get Alert |
| 12/12/2023 | ORCL | Buy Now | Oracle | $139.94 | -10.68% | Brent Bracelin74% | $130 → $125 | Maintains | Overweight | Get Alert |
| 12/12/2023 | HUBS | Buy Now | HubSpot | $580.53 | 5.08% | Brent Bracelin74% | $515 → $610 | Upgrade | Neutral → Overweight | Get Alert |
| 12/11/2023 | GLBE | Buy Now | Global E Online | $35.33 | 27.37% | Brent Bracelin74% | → $45 | Reiterates | Overweight → Overweight | Get Alert |
| 12/07/2023 | MNDY | Buy Now | Monday.Com | $247.01 | -8.91% | Brent Bracelin74% | $200 → $225 | Maintains | Overweight | Get Alert |
| 12/07/2023 | BRZE | Buy Now | Braze | $37.05 | 78.16% | Brent Bracelin74% | $57 → $66 | Maintains | Overweight | Get Alert |
| 12/07/2023 | VEEV | Buy Now | Veeva Sys | $234.21 | -14.61% | Brent Bracelin74% | → $200 | Reiterates | Overweight → Overweight | Get Alert |
| 12/06/2023 | ASAN | Buy Now | Asana | $15.00 | 6.67% | Brent Bracelin74% | → $16 | Reiterates | Underweight → Underweight | Get Alert |
| 12/06/2023 | MDB | Buy Now | MongoDB | $177.46 | 181.75% | Brent Bracelin74% | $425 → $500 | Maintains | Overweight | Get Alert |
| 12/01/2023 | PCOR | Buy Now | Procore Technologies | $66.50 | 5.26% | Brent Bracelin74% | $70 → $70 | Reiterates | Overweight → Overweight | Get Alert |
| 11/30/2023 | CRM | Buy Now | Salesforce | $269.93 | -1.46% | Brent Bracelin74% | $232 → $266 | Maintains | Neutral | Get Alert |
| 11/30/2023 | NCNO | Buy Now | Ncino | $28.92 | 3.73% | Brent Bracelin74% | → $30 | Reiterates | Neutral → Neutral | Get Alert |
| 11/30/2023 | SNOW | Buy Now | Snowflake | $150.00 | 46.67% | Brent Bracelin74% | $195 → $220 | Maintains | Overweight | Get Alert |
| 11/29/2023 | WDAY | Buy Now | Workday | $244.55 | 22.67% | Brent Bracelin74% | $275 → $300 | Maintains | Overweight | Get Alert |
| 11/16/2023 | RSKD | Buy Now | Riskified | $4.60 | 8.69% | Brent Bracelin74% | → $5 | Reiterates | Overweight → Overweight | Get Alert |
| 11/15/2023 | GLBE | Buy Now | Global E Online | $35.33 | 27.37% | Brent Bracelin74% | $47 → $45 | Maintains | Overweight | Get Alert |
| 11/10/2023 | VEEV | Buy Now | Veeva Sys | $234.21 | -14.61% | Brent Bracelin74% | $235 → $200 | Maintains | Overweight | Get Alert |
| 11/10/2023 | U | Buy Now | Unity Software | $20.45 | -2.2% | Brent Bracelin74% | $30 → $20 | Maintains | Neutral | Get Alert |
| 11/09/2023 | AVDX | Buy Now | AvidXchange Holdings | $8.37 | 43.37% | Brent Bracelin74% | → $12 | Reiterates | Overweight → Overweight | Get Alert |
| 11/09/2023 | ADBE | Buy Now | Adobe | $385.25 | 68.72% | Brent Bracelin74% | → $650 | Reiterates | Overweight → Overweight | Get Alert |
| 11/09/2023 | HUBS | Buy Now | HubSpot | $580.53 | -11.29% | Brent Bracelin74% | → $515 | Reiterates | Neutral → Neutral | Get Alert |
| 11/08/2023 | TOST | Buy Now | Toast | $33.35 | -49.03% | Brent Bracelin74% | $27 → $17 | Downgrade | Overweight → Neutral | Get Alert |
| 11/08/2023 | KVYO | Buy Now | Klaviyo | $31.00 | 22.58% | Brent Bracelin74% | → $38 | Reiterates | Overweight → Overweight | Get Alert |
| 11/08/2023 | EXFY | Buy Now | Expensify | $3.00 | -33.34% | Brent Bracelin74% | $4 → $2 | Maintains | Neutral | Get Alert |
| 11/07/2023 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | $2 → $2.5 | Maintains | Neutral | Get Alert |
| 11/07/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $30 → $32 | Maintains | Underweight | Get Alert |
| 11/03/2023 | BL | Buy Now | BlackLine | $48.81 | 8.58% | Brent Bracelin74% | → $53 | Reiterates | Neutral → Neutral | Get Alert |
| 11/03/2023 | BILL | Buy Now | BILL Holdings | $46.24 | 105.45% | Brent Bracelin74% | $165 → $95 | Maintains | Overweight | Get Alert |
| 11/02/2023 | PCOR | Buy Now | Procore Technologies | $66.50 | 5.26% | Brent Bracelin74% | $84 → $70 | Maintains | Overweight | Get Alert |
| 11/02/2023 | WEAV | Buy Now | Weave Communications | $11.01 | -27.34% | Brent Bracelin74% | → $8 | Reiterates | Neutral → Neutral | Get Alert |
| 11/01/2023 | FRSH | Buy Now | Freshworks | $14.53 | 65.18% | Brent Bracelin74% | $24 → $24 | Reiterates | Overweight → Overweight | Get Alert |
| 10/31/2023 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 100% | Brent Bracelin74% | $21 → $20 | Maintains | Overweight | Get Alert |
| 10/30/2023 | MSFT | Buy Now | Microsoft | $377.62 | 12.55% | Brent Bracelin74% | $425 → $425 | Reiterates | Overweight → Overweight | Get Alert |
| 10/25/2023 | MSFT | Buy Now | Microsoft | $377.62 | 12.55% | Brent Bracelin74% | $400 → $425 | Maintains | Overweight | Get Alert |
| 10/23/2023 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 110% | Brent Bracelin74% | $26 → $21 | Maintains | Overweight | Get Alert |
| 10/23/2023 | WEAV | Buy Now | Weave Communications | $11.01 | -27.34% | Brent Bracelin74% | $13 → $8 | Maintains | Neutral | Get Alert |
| 10/23/2023 | SNOW | Buy Now | Snowflake | $150.00 | 30% | Brent Bracelin74% | $205 → $195 | Maintains | Overweight | Get Alert |
| 10/23/2023 | RSKD | Buy Now | Riskified | $4.60 | 8.69% | Brent Bracelin74% | $7 → $5 | Maintains | Overweight | Get Alert |
| 10/23/2023 | ONTF | Buy Now | ON24 | $5.37 | 30.35% | Brent Bracelin74% | $8 → $7 | Maintains | Neutral | Get Alert |
| 10/23/2023 | MNDY | Buy Now | Monday.Com | $247.01 | -19.03% | Brent Bracelin74% | $215 → $200 | Maintains | Overweight | Get Alert |
| 10/23/2023 | HUBS | Buy Now | HubSpot | $580.53 | -11.29% | Brent Bracelin74% | $520 → $515 | Maintains | Neutral | Get Alert |
| 10/23/2023 | GLBE | Buy Now | Global E Online | $35.33 | 33.03% | Brent Bracelin74% | $54 → $47 | Maintains | Overweight | Get Alert |
| 10/23/2023 | FRSH | Buy Now | Freshworks | $14.53 | 65.18% | Brent Bracelin74% | $28 → $24 | Maintains | Overweight | Get Alert |
| 10/23/2023 | EXFY | Buy Now | Expensify | $3.00 | 33.33% | Brent Bracelin74% | $7 → $4 | Maintains | Neutral | Get Alert |
| 10/23/2023 | AVDX | Buy Now | AvidXchange Holdings | $8.37 | 43.37% | Brent Bracelin74% | $15 → $12 | Maintains | Overweight | Get Alert |
| 10/23/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | → $30 | Downgrade | Neutral → Underweight | Get Alert |
| 10/23/2023 | ASAN | Buy Now | Asana | $15.00 | 6.67% | Brent Bracelin74% | $24 → $16 | Downgrade | Neutral → Underweight | Get Alert |
| 10/23/2023 | U | Buy Now | Unity Software | $20.45 | 46.7% | Brent Bracelin74% | $48 → $30 | Downgrade | Overweight → Neutral | Get Alert |
| 10/23/2023 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | $4 → $2 | Downgrade | Overweight → Neutral | Get Alert |
| 10/23/2023 | CRM | Buy Now | Salesforce | $269.93 | -14.05% | Brent Bracelin74% | $268 → $232 | Downgrade | Overweight → Neutral | Get Alert |
| 10/16/2023 | MSFT | Buy Now | Microsoft | $377.62 | 5.93% | Brent Bracelin74% | $400 → $400 | Reiterates | Overweight → Overweight | Get Alert |
| 10/16/2023 | KVYO | Buy Now | Klaviyo | $31.00 | 22.58% | Brent Bracelin74% | → $38 | Initiates | → Overweight | Get Alert |
| 10/11/2023 | ADBE | Buy Now | Adobe | $385.25 | 68.72% | Brent Bracelin74% | → $650 | Reiterates | Overweight → Overweight | Get Alert |
| 10/04/2023 | ASAN | Buy Now | Asana | $15.00 | 60% | Brent Bracelin74% | → $24 | Reiterates | Neutral → Neutral | Get Alert |
| 09/29/2023 | NCNO | Buy Now | Ncino | $28.92 | 3.73% | Brent Bracelin74% | → $30 | Reiterates | Neutral → Neutral | Get Alert |
| 09/28/2023 | WDAY | Buy Now | Workday | $244.55 | 12.45% | Brent Bracelin74% | $288 → $275 | Maintains | Overweight | Get Alert |
| 09/26/2023 | GLBE | Buy Now | Global E Online | $35.33 | 52.85% | Brent Bracelin74% | → $54 | Reiterates | Overweight → Overweight | Get Alert |
| 09/22/2023 | ORCL | Buy Now | Oracle | $139.94 | -7.1% | Brent Bracelin74% | → $130 | Reiterates | Overweight → Overweight | Get Alert |
| 09/21/2023 | PCOR | Buy Now | Procore Technologies | $66.50 | 26.32% | Brent Bracelin74% | → $84 | Reiterates | Overweight → Overweight | Get Alert |
| 09/15/2023 | ADBE | Buy Now | Adobe | $385.25 | 68.72% | Brent Bracelin74% | $572 → $650 | Maintains | Overweight | Get Alert |
| 09/12/2023 | ORCL | Buy Now | Oracle | $139.94 | -7.1% | Brent Bracelin74% | → $130 | Reiterates | Overweight → Overweight | Get Alert |
| 09/08/2023 | FRSH | Buy Now | Freshworks | $14.53 | 92.7% | Brent Bracelin74% | $27 → $28 | Maintains | Overweight | Get Alert |
| 09/08/2023 | BRZE | Buy Now | Braze | $37.05 | 53.87% | Brent Bracelin74% | $45 → $57 | Maintains | Overweight | Get Alert |
| 09/07/2023 | HUBS | Buy Now | HubSpot | $580.53 | -10.43% | Brent Bracelin74% | → $520 | Reiterates | Neutral → Neutral | Get Alert |
| 09/06/2023 | ASAN | Buy Now | Asana | $15.00 | 60% | Brent Bracelin74% | → $24 | Reiterates | Neutral → Neutral | Get Alert |
| 09/05/2023 | TOST | Buy Now | Toast | $33.35 | -19.04% | Brent Bracelin74% | → $27 | Reiterates | Overweight → Overweight | Get Alert |
| 09/01/2023 | MDB | Buy Now | MongoDB | $177.46 | 139.49% | Brent Bracelin74% | $400 → $425 | Maintains | Overweight | Get Alert |
| 08/31/2023 | VEEV | Buy Now | Veeva Sys | $234.21 | 0.34% | Brent Bracelin74% | $232 → $235 | Maintains | Overweight | Get Alert |
| 08/31/2023 | CRM | Buy Now | Salesforce | $269.93 | -0.72% | Brent Bracelin74% | $248 → $268 | Maintains | Overweight | Get Alert |
| 08/30/2023 | NCNO | Buy Now | Ncino | $28.92 | 3.73% | Brent Bracelin74% | $32 → $30 | Maintains | Neutral | Get Alert |
| 08/25/2023 | WDAY | Buy Now | Workday | $244.55 | 17.77% | Brent Bracelin74% | $280 → $288 | Maintains | Overweight | Get Alert |
| 08/24/2023 | SNOW | Buy Now | Snowflake | $150.00 | 36.67% | Brent Bracelin74% | $210 → $205 | Maintains | Overweight | Get Alert |
| 08/18/2023 | BILL | Buy Now | BILL Holdings | $46.24 | 256.83% | Brent Bracelin74% | → $165 | Reiterates | Overweight → Overweight | Get Alert |
| 08/16/2023 | RSKD | Buy Now | Riskified | $4.60 | 52.17% | Brent Bracelin74% | $8 → $7 | Maintains | Overweight | Get Alert |
| 08/15/2023 | BILL | Buy Now | BILL Holdings | $46.24 | 256.83% | Brent Bracelin74% | → $165 | Reiterates | Overweight → Overweight | Get Alert |
| 08/14/2023 | MNDY | Buy Now | Monday.Com | $247.01 | -12.96% | Brent Bracelin74% | $200 → $215 | Reiterates | Overweight → Overweight | Get Alert |
| 08/09/2023 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | → $4 | Reiterates | Overweight → Overweight | Get Alert |
| 08/09/2023 | EXFY | Buy Now | Expensify | $3.00 | 133.33% | Brent Bracelin74% | $9 → $7 | Maintains | Neutral | Get Alert |
| 08/09/2023 | ONTF | Buy Now | ON24 | $5.37 | 48.98% | Brent Bracelin74% | $9 → $8 | Maintains | Neutral | Get Alert |
| 08/09/2023 | BL | Buy Now | BlackLine | $48.81 | 8.58% | Brent Bracelin74% | $55 → $53 | Maintains | Neutral | Get Alert |
| 08/09/2023 | TOST | Buy Now | Toast | $33.35 | -19.04% | Brent Bracelin74% | $23 → $27 | Maintains | Overweight | Get Alert |
| 08/09/2023 | GLBE | Buy Now | Global E Online | $35.33 | 52.85% | Brent Bracelin74% | → $54 | Reiterates | Overweight → Overweight | Get Alert |
| 08/08/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $68 → $30 | Downgrade | Overweight → Neutral | Get Alert |
| 08/03/2023 | HUBS | Buy Now | HubSpot | $580.53 | -10.43% | Brent Bracelin74% | → $520 | Reiterates | Neutral → Neutral | Get Alert |
| 08/03/2023 | WEAV | Buy Now | Weave Communications | $11.01 | 18.07% | Brent Bracelin74% | $12 → $13 | Maintains | Neutral | Get Alert |
| 08/03/2023 | PCOR | Buy Now | Procore Technologies | $66.50 | 26.32% | Brent Bracelin74% | $82 → $84 | Maintains | Overweight | Get Alert |
| 08/03/2023 | AVDX | Buy Now | AvidXchange Holdings | $8.37 | 79.21% | Brent Bracelin74% | → $15 | Reiterates | Overweight → Overweight | Get Alert |
| 08/03/2023 | U | Buy Now | Unity Software | $20.45 | 134.72% | Brent Bracelin74% | → $48 | Reiterates | Overweight → Overweight | Get Alert |
| 08/02/2023 | FRSH | Buy Now | Freshworks | $14.53 | 85.82% | Brent Bracelin74% | $22 → $27 | Maintains | Overweight | Get Alert |
| 08/01/2023 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 160% | Brent Bracelin74% | $30 → $26 | Maintains | Overweight | Get Alert |
| 07/31/2023 | WEAV | Buy Now | Weave Communications | $11.01 | 8.99% | Brent Bracelin74% | $6 → $12 | Maintains | Neutral | Get Alert |
| 07/31/2023 | WDAY | Buy Now | Workday | $244.55 | 14.5% | Brent Bracelin74% | $247 → $280 | Maintains | Overweight | Get Alert |
| 07/31/2023 | VEEV | Buy Now | Veeva Sys | $234.21 | -0.94% | Brent Bracelin74% | $215 → $232 | Maintains | Overweight | Get Alert |
| 07/31/2023 | U | Buy Now | Unity Software | $20.45 | 134.72% | Brent Bracelin74% | $43 → $48 | Maintains | Overweight | Get Alert |
| 07/31/2023 | NCNO | Buy Now | Ncino | $28.92 | 10.65% | Brent Bracelin74% | $22 → $32 | Maintains | Neutral | Get Alert |
| 07/31/2023 | FRSH | Buy Now | Freshworks | $14.53 | 51.41% | Brent Bracelin74% | $20 → $22 | Maintains | Overweight | Get Alert |
| 07/31/2023 | AVDX | Buy Now | AvidXchange Holdings | $8.37 | 79.21% | Brent Bracelin74% | $14 → $15 | Maintains | Overweight | Get Alert |
| 07/27/2023 | ORCL | Buy Now | Oracle | $139.94 | -7.1% | Brent Bracelin74% | → $130 | Reiterates | Overweight → Overweight | Get Alert |
| 07/26/2023 | MSFT | Buy Now | Microsoft | $377.62 | 5.93% | Brent Bracelin74% | $400 → $400 | Reiterates | Overweight → Overweight | Get Alert |
| 07/19/2023 | MSFT | Buy Now | Microsoft | $377.62 | 5.93% | Brent Bracelin74% | $400 → $400 | Reiterates | Overweight → Overweight | Get Alert |
| 07/06/2023 | HUBS | Buy Now | HubSpot | $580.53 | -10.43% | Brent Bracelin74% | $482 → $520 | Downgrade | Overweight → Neutral | Get Alert |
| 07/06/2023 | GLBE | Buy Now | Global E Online | $35.33 | 52.85% | Brent Bracelin74% | $38 → $54 | Maintains | Overweight | Get Alert |
| 07/06/2023 | BILL | Buy Now | BILL Holdings | $46.24 | 256.83% | Brent Bracelin74% | $110 → $165 | Maintains | Overweight | Get Alert |
| 06/28/2023 | SNOW | Buy Now | Snowflake | $150.00 | 40% | Brent Bracelin74% | $194 → $210 | Maintains | Overweight | Get Alert |
| 06/23/2023 | MDB | Buy Now | MongoDB | $177.46 | 125.4% | Brent Bracelin74% | → $400 | Reiterates | Overweight → Overweight | Get Alert |
| 06/16/2023 | ADBE | Buy Now | Adobe | $385.25 | 48.48% | Brent Bracelin74% | $500 → $572 | Maintains | Overweight | Get Alert |
| 06/13/2023 | CRM | Buy Now | Salesforce | $269.93 | -8.12% | Brent Bracelin74% | → $248 | Reiterates | Overweight → Overweight | Get Alert |
| 06/09/2023 | BRZE | Buy Now | Braze | $37.05 | 16.07% | Brent Bracelin74% | $40 → $43 | Maintains | Overweight | Get Alert |
| 06/09/2023 | ORCL | Buy Now | Oracle | $139.94 | -7.1% | Brent Bracelin74% | $104 → $130 | Maintains | Overweight | Get Alert |
| 06/08/2023 | ADBE | Buy Now | Adobe | $385.25 | 29.79% | Brent Bracelin74% | $415 → $500 | Maintains | Overweight | Get Alert |
| 06/06/2023 | U | Buy Now | Unity Software | $20.45 | 110.27% | Brent Bracelin74% | $43 → $43 | Reiterates | Overweight → Overweight | Get Alert |
| 06/02/2023 | MDB | Buy Now | MongoDB | $177.46 | 125.4% | Brent Bracelin74% | $270 → $400 | Maintains | Overweight | Get Alert |
| 06/02/2023 | AVDX | Buy Now | AvidXchange Holdings | $8.37 | 67.26% | Brent Bracelin74% | $11 → $14 | Maintains | Overweight | Get Alert |
| 06/02/2023 | ASAN | Buy Now | Asana | $15.00 | 60% | Brent Bracelin74% | → $24 | Reiterates | Neutral → Neutral | Get Alert |
| 06/01/2023 | CRM | Buy Now | Salesforce | $269.93 | -8.12% | Brent Bracelin74% | $230 → $248 | Maintains | Overweight | Get Alert |
| 06/01/2023 | NCNO | Buy Now | Ncino | $28.92 | -23.93% | Brent Bracelin74% | → $22 | Reiterates | Neutral → Neutral | Get Alert |
| 06/01/2023 | VEEV | Buy Now | Veeva Sys | $234.21 | -8.2% | Brent Bracelin74% | $212 → $215 | Maintains | Overweight | Get Alert |
| 05/31/2023 | MSFT | Buy Now | Microsoft | $377.62 | 5.93% | Brent Bracelin74% | $348 → $400 | Maintains | Overweight | Get Alert |
| 05/31/2023 | MNDY | Buy Now | Monday.Com | $247.01 | -19.03% | Brent Bracelin74% | → $200 | Reiterates | Overweight → Overweight | Get Alert |
| 05/26/2023 | WDAY | Buy Now | Workday | $244.55 | 1% | Brent Bracelin74% | $215 → $247 | Maintains | Overweight | Get Alert |
| 05/25/2023 | SNOW | Buy Now | Snowflake | $150.00 | 29.33% | Brent Bracelin74% | → $194 | Reiterates | Overweight → Overweight | Get Alert |
| 05/24/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | → $68 | Reiterates | Overweight → Overweight | Get Alert |
| 05/22/2023 | GLBE | Buy Now | Global E Online | $35.33 | 7.56% | Brent Bracelin74% | $34 → $38 | Maintains | Overweight | Get Alert |
| 05/17/2023 | RSKD | Buy Now | Riskified | $4.60 | 73.91% | Brent Bracelin74% | → $8 | Reiterates | Overweight → Overweight | Get Alert |
| 05/15/2023 | MNDY | Buy Now | Monday.Com | $247.01 | -19.03% | Brent Bracelin74% | $185 → $200 | Maintains | Overweight | Get Alert |
| 05/11/2023 | U | Buy Now | Unity Software | $20.45 | 110.27% | Brent Bracelin74% | → $43 | Reiterates | → Overweight | Get Alert |
| 05/10/2023 | EXFY | Buy Now | Expensify | $3.00 | 199.99% | Brent Bracelin74% | $10 → $9 | Maintains | Neutral | Get Alert |
| 05/10/2023 | ONTF | Buy Now | ON24 | $5.37 | 67.6% | Brent Bracelin74% | → $9 | Reiterates | → Neutral | Get Alert |
| 05/10/2023 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | → $4 | Reiterates | → Overweight | Get Alert |
| 05/10/2023 | TOST | Buy Now | Toast | $33.35 | -31.03% | Brent Bracelin74% | → $23 | Reiterates | → Overweight | Get Alert |
| 05/05/2023 | BL | Buy Now | BlackLine | $48.81 | 12.68% | Brent Bracelin74% | $64 → $55 | Maintains | Neutral | Get Alert |
| 05/05/2023 | BILL | Buy Now | BILL Holdings | $46.24 | 137.89% | Brent Bracelin74% | → $110 | Reiterates | → Overweight | Get Alert |
| 05/04/2023 | HUBS | Buy Now | HubSpot | $580.53 | -16.97% | Brent Bracelin74% | $450 → $482 | Maintains | Overweight | Get Alert |
| 05/04/2023 | WEAV | Buy Now | Weave Communications | $11.01 | -45.5% | Brent Bracelin74% | → $6 | Reiterates | → Neutral | Get Alert |
| 05/04/2023 | PCOR | Buy Now | Procore Technologies | $66.50 | 23.31% | Brent Bracelin74% | → $82 | Reiterates | → Overweight | Get Alert |
| 05/04/2023 | AVDX | Buy Now | AvidXchange Holdings | $8.37 | 31.42% | Brent Bracelin74% | → $11 | Reiterates | → Overweight | Get Alert |
| 05/03/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | → $68 | Reiterates | → Overweight | Get Alert |
| 05/02/2023 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 200% | Brent Bracelin74% | $32 → $30 | Maintains | Overweight | Get Alert |
| 04/28/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $87 → $68 | Maintains | Overweight | Get Alert |
| 04/27/2023 | PCOR | Buy Now | Procore Technologies | $66.50 | 23.31% | Brent Bracelin74% | → $82 | Reiterates | → Overweight | Get Alert |
| 04/27/2023 | BILL | Buy Now | BILL Holdings | $46.24 | 137.89% | Brent Bracelin74% | $140 → $110 | Maintains | Overweight | Get Alert |
| 04/26/2023 | MSFT | Buy Now | Microsoft | $377.62 | -7.84% | Brent Bracelin74% | $290 → $348 | Maintains | Overweight | Get Alert |
| 04/21/2023 | MSFT | Buy Now | Microsoft | $377.62 | -23.2% | Brent Bracelin74% | → $290 | Reiterates | → Overweight | Get Alert |
| 04/21/2023 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin74% | → $18.15 | Reiterates | → Neutral | Get Alert |
| 04/06/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | → $87 | Reiterates | → Overweight | Get Alert |
| 03/31/2023 | BRZE | Buy Now | Braze | $37.05 | 7.98% | Brent Bracelin74% | $33 → $40 | Maintains | Overweight | Get Alert |
| 03/29/2023 | NCNO | Buy Now | Ncino | $28.92 | -23.93% | Brent Bracelin74% | → $22 | Reiterates | → Neutral | Get Alert |
| 03/22/2023 | ADBE | Buy Now | Adobe | $385.25 | 7.72% | Brent Bracelin74% | → $415 | Reiterates | → Overweight | Get Alert |
| 03/21/2023 | FRSH | Buy Now | Freshworks | $14.53 | 37.65% | Brent Bracelin74% | $20 → $20 | Reiterates | Overweight → Overweight | Get Alert |
| 03/21/2023 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | → $4 | Reiterates | → Overweight | Get Alert |
| 03/16/2023 | ADBE | Buy Now | Adobe | $385.25 | 7.72% | Brent Bracelin74% | → $415 | Reiterates | → Overweight | Get Alert |
| 03/14/2023 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin74% | → $18.15 | Downgrade | Overweight → Neutral | Get Alert |
| 03/14/2023 | NCNO | Buy Now | Ncino | $28.92 | -23.93% | Brent Bracelin74% | $30 → $22 | Downgrade | Overweight → Neutral | Get Alert |
| 03/10/2023 | RSKD | Buy Now | Riskified | $4.60 | 73.91% | Brent Bracelin74% | $6 → $8 | Upgrade | Neutral → Overweight | Get Alert |
| 03/10/2023 | ORCL | Buy Now | Oracle | $139.94 | -25.68% | Brent Bracelin74% | → $104 | Reiterates | → Overweight | Get Alert |
| 03/09/2023 | MDB | Buy Now | MongoDB | $177.46 | 52.15% | Brent Bracelin74% | → $270 | Reiterates | → Overweight | Get Alert |
| 03/09/2023 | ASAN | Buy Now | Asana | $15.00 | 60% | Brent Bracelin74% | $13 → $24 | Maintains | Neutral | Get Alert |
| 03/06/2023 | HUBS | Buy Now | HubSpot | $580.53 | -22.48% | Brent Bracelin74% | → $450 | Reiterates | → Overweight | Get Alert |
| 03/06/2023 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin74% | $16 → $18.15 | Maintains | Overweight | Get Alert |
| 03/06/2023 | BL | Buy Now | BlackLine | $48.81 | 31.12% | Brent Bracelin74% | → $64 | Reiterates | → Neutral | Get Alert |
| 03/02/2023 | CRM | Buy Now | Salesforce | $269.93 | -14.79% | Brent Bracelin74% | $171 → $230 | Maintains | Overweight | Get Alert |
| 03/02/2023 | SNOW | Buy Now | Snowflake | $150.00 | 29.33% | Brent Bracelin74% | → $194 | Reiterates | → Overweight | Get Alert |
| 03/02/2023 | AVDX | Buy Now | AvidXchange Holdings | $8.37 | 31.42% | Brent Bracelin74% | → $11 | Reiterates | → Overweight | Get Alert |
| 03/01/2023 | ONTF | Buy Now | ON24 | $5.37 | 67.6% | Brent Bracelin74% | → $9 | Reiterates | → Neutral | Get Alert |
| 02/28/2023 | WDAY | Buy Now | Workday | $244.55 | -12.08% | Brent Bracelin74% | $184 → $215 | Maintains | Overweight | Get Alert |
| 02/27/2023 | FRSH | Buy Now | Freshworks | $14.53 | 37.65% | Brent Bracelin74% | $20 → $20 | Reiterates | Overweight → Overweight | Get Alert |
| 02/24/2023 | EXFY | Buy Now | Expensify | $3.00 | 233.32% | Brent Bracelin74% | $12 → $10 | Maintains | Neutral | Get Alert |
| 02/24/2023 | RSKD | Buy Now | Riskified | $4.60 | 30.43% | Brent Bracelin74% | → $6 | Reiterates | → Neutral | Get Alert |
| 02/23/2023 | U | Buy Now | Unity Software | $20.45 | 110.27% | Brent Bracelin74% | $33 → $43 | Maintains | Overweight | Get Alert |
| 02/23/2023 | WEAV | Buy Now | Weave Communications | $11.01 | -45.5% | Brent Bracelin74% | → $6 | Reiterates | → Neutral | Get Alert |
| 02/23/2023 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | → $4 | Reiterates | → Overweight | Get Alert |
| 02/23/2023 | GLBE | Buy Now | Global E Online | $35.33 | -3.76% | Brent Bracelin74% | $27 → $34 | Maintains | Overweight | Get Alert |
| 02/17/2023 | HUBS | Buy Now | HubSpot | $580.53 | -22.48% | Brent Bracelin74% | $350 → $450 | Maintains | Overweight | Get Alert |
| 02/17/2023 | PCOR | Buy Now | Procore Technologies | $66.50 | 23.31% | Brent Bracelin74% | $60 → $82 | Maintains | Overweight | Get Alert |
| 02/17/2023 | TOST | Buy Now | Toast | $33.35 | -31.03% | Brent Bracelin74% | $22 → $23 | Maintains | Overweight | Get Alert |
| 02/15/2023 | BL | Buy Now | BlackLine | $48.81 | 31.12% | Brent Bracelin74% | $66 → $64 | Maintains | Neutral | Get Alert |
| 02/14/2023 | MNDY | Buy Now | Monday.Com | $247.01 | -25.1% | Brent Bracelin74% | $130 → $185 | Maintains | Overweight | Get Alert |
| 02/10/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $60 → $87 | Maintains | Overweight | Get Alert |
| 02/08/2023 | FRSH | Buy Now | Freshworks | $14.53 | 37.65% | Brent Bracelin74% | $16 → $20 | Maintains | Overweight | Get Alert |
| 02/08/2023 | MSFT | Buy Now | Microsoft | $377.62 | -23.2% | Brent Bracelin74% | $247 → $290 | Maintains | Overweight | Get Alert |
| 01/26/2023 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin74% | $14 → $16 | Maintains | Overweight | Get Alert |
| 01/09/2023 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 220% | Brent Bracelin74% | $50 → $32 | Maintains | Overweight | Get Alert |
| 01/09/2023 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin74% | $16 → $14 | Maintains | Overweight | Get Alert |
| 01/09/2023 | WDAY | Buy Now | Workday | $244.55 | -24.76% | Brent Bracelin74% | $186 → $184 | Maintains | Overweight | Get Alert |
| 01/09/2023 | VEEV | Buy Now | Veeva Sys | $234.21 | -12.9% | Brent Bracelin74% | $220 → $204 | Maintains | Overweight | Get Alert |
| 01/09/2023 | TOST | Buy Now | Toast | $33.35 | -34.03% | Brent Bracelin74% | $26 → $22 | Maintains | Overweight | Get Alert |
| 01/09/2023 | SNOW | Buy Now | Snowflake | $150.00 | 29.33% | Brent Bracelin74% | $200 → $194 | Maintains | Overweight | Get Alert |
| 01/09/2023 | PCOR | Buy Now | Procore Technologies | $66.50 | -9.77% | Brent Bracelin74% | $67 → $60 | Maintains | Overweight | Get Alert |
| 01/09/2023 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | $6 → $4 | Maintains | Overweight | Get Alert |
| 01/09/2023 | NCNO | Buy Now | Ncino | $28.92 | 3.73% | Brent Bracelin74% | $35 → $30 | Maintains | Overweight | Get Alert |
| 01/09/2023 | MNDY | Buy Now | Monday.Com | $247.01 | -47.37% | Brent Bracelin74% | $138 → $130 | Maintains | Overweight | Get Alert |
| 01/09/2023 | HUBS | Buy Now | HubSpot | $580.53 | -39.71% | Brent Bracelin74% | $400 → $350 | Maintains | Overweight | Get Alert |
| 01/09/2023 | FRSH | Buy Now | Freshworks | $14.53 | 10.12% | Brent Bracelin74% | $17 → $16 | Maintains | Overweight | Get Alert |
| 01/09/2023 | CRM | Buy Now | Salesforce | $269.93 | -36.65% | Brent Bracelin74% | $175 → $171 | Maintains | Overweight | Get Alert |
| 01/09/2023 | BILL | Buy Now | BILL Holdings | $46.24 | 202.77% | Brent Bracelin74% | $165 → $140 | Maintains | Overweight | Get Alert |
| 01/09/2023 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $62 → $60 | Maintains | Overweight | Get Alert |
| 01/09/2023 | ASAN | Buy Now | Asana | $15.00 | -13.33% | Brent Bracelin74% | $16 → $13 | Maintains | Neutral | Get Alert |
| 01/09/2023 | MSFT | Buy Now | Microsoft | $377.62 | -34.59% | Brent Bracelin74% | $265 → $247 | Maintains | Overweight | Get Alert |
| 01/09/2023 | ADBE | Buy Now | Adobe | $385.25 | 7.72% | Brent Bracelin74% | $380 → $415 | Maintains | Overweight | Get Alert |
| 01/09/2023 | ORCL | Buy Now | Oracle | $139.94 | -25.68% | Brent Bracelin74% | $85 → $104 | Upgrade | Neutral → Overweight | Get Alert |
| 01/09/2023 | BL | Buy Now | BlackLine | $48.81 | 35.22% | Brent Bracelin74% | $70 → $66 | Downgrade | Overweight → Neutral | Get Alert |
| 12/16/2022 | ADBE | Buy Now | Adobe | $385.25 | -1.36% | Brent Bracelin74% | $345 → $380 | Maintains | Overweight | Get Alert |
| 12/14/2022 | BRZE | Buy Now | Braze | $37.05 | -10.92% | Brent Bracelin74% | $38 → $33 | Maintains | Overweight | Get Alert |
| 12/13/2022 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin74% | — | Suspends | → Underweight | Get Alert |
| 12/13/2022 | USER | Buy Now | UserTesting | — | — | Brent Bracelin74% | — | Downgrade | Overweight → Neutral | Get Alert |
| 12/13/2022 | ORCL | Buy Now | Oracle | $139.94 | -39.26% | Brent Bracelin74% | $75 → $85 | Maintains | Neutral | Get Alert |
| 12/02/2022 | ASAN | Buy Now | Asana | $15.00 | 6.67% | Brent Bracelin74% | $24 → $16 | Downgrade | Overweight → Neutral | Get Alert |
| 12/01/2022 | NCNO | Buy Now | Ncino | $28.92 | 21.02% | Brent Bracelin74% | $38 → $35 | Maintains | Overweight | Get Alert |
| 12/01/2022 | SNOW | Buy Now | Snowflake | $150.00 | 33.33% | Brent Bracelin74% | $218 → $200 | Maintains | Overweight | Get Alert |
| 11/17/2022 | GLBE | Buy Now | Global E Online | $35.33 | -23.58% | Brent Bracelin74% | $30 → $27 | Maintains | Overweight | Get Alert |
| 11/14/2022 | MNDY | Buy Now | Monday.Com | $247.01 | -44.13% | Brent Bracelin74% | $130 → $138 | Maintains | Overweight | Get Alert |
| 11/11/2022 | EXFY | Buy Now | Expensify | $3.00 | 299.99% | Brent Bracelin74% | $18 → $12 | Downgrade | Overweight → Neutral | Get Alert |
| 11/11/2022 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | $5 → $6 | Maintains | Overweight | Get Alert |
| 11/10/2022 | U | Buy Now | Unity Software | $20.45 | 61.37% | Brent Bracelin74% | $38 → $33 | Maintains | Overweight | Get Alert |
| 11/10/2022 | ONTF | Buy Now | ON24 | $5.37 | 67.6% | Brent Bracelin74% | $10 → $9 | Maintains | Neutral | Get Alert |
| 11/02/2022 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 400% | Brent Bracelin74% | $54 → $50 | Maintains | Overweight | Get Alert |
| 10/28/2022 | U | Buy Now | Unity Software | $20.45 | 85.82% | Brent Bracelin74% | $42 → $38 | Upgrade | Neutral → Overweight | Get Alert |
| 10/27/2022 | USER | Buy Now | UserTesting | — | — | Brent Bracelin74% | $5 → $7.5 | Maintains | Overweight | Get Alert |
| 10/26/2022 | MSFT | Buy Now | Microsoft | $377.62 | -29.82% | Brent Bracelin74% | $275 → $265 | Maintains | Overweight | Get Alert |
| 10/25/2022 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin74% | $20 → $16 | Maintains | Overweight | Get Alert |
| 10/21/2022 | ORCL | Buy Now | Oracle | $139.94 | -46.41% | Brent Bracelin74% | $70 → $75 | Maintains | Neutral | Get Alert |
| 10/20/2022 | WDAY | Buy Now | Workday | $244.55 | -23.94% | Brent Bracelin74% | $211 → $186 | Maintains | Overweight | Get Alert |
| 10/20/2022 | VEEV | Buy Now | Veeva Sys | $234.21 | -6.07% | Brent Bracelin74% | $245 → $220 | Maintains | Overweight | Get Alert |
| 10/20/2022 | USER | Buy Now | UserTesting | — | — | Brent Bracelin74% | $9 → $5 | Maintains | Overweight | Get Alert |
| 10/20/2022 | SNOW | Buy Now | Snowflake | $150.00 | 45.33% | Brent Bracelin74% | $220 → $218 | Maintains | Overweight | Get Alert |
| 10/20/2022 | PCOR | Buy Now | Procore Technologies | $66.50 | 0.75% | Brent Bracelin74% | $72 → $67 | Maintains | Overweight | Get Alert |
| 10/20/2022 | ONTF | Buy Now | ON24 | $5.37 | 86.22% | Brent Bracelin74% | $12 → $10 | Maintains | Neutral | Get Alert |
| 10/20/2022 | NCNO | Buy Now | Ncino | $28.92 | 31.4% | Brent Bracelin74% | $42 → $38 | Maintains | Overweight | Get Alert |
| 10/20/2022 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | $7 → $5 | Maintains | Overweight | Get Alert |
| 10/20/2022 | MSFT | Buy Now | Microsoft | $377.62 | -27.18% | Brent Bracelin74% | $312 → $275 | Maintains | Overweight | Get Alert |
| 10/20/2022 | MNDY | Buy Now | Monday.Com | $247.01 | -47.37% | Brent Bracelin74% | $180 → $130 | Maintains | Overweight | Get Alert |
| 10/20/2022 | MDB | Buy Now | MongoDB | $177.46 | 52.15% | Brent Bracelin74% | $350 → $270 | Maintains | Overweight | Get Alert |
| 10/20/2022 | HUBS | Buy Now | HubSpot | $580.53 | -31.1% | Brent Bracelin74% | $415 → $400 | Maintains | Overweight | Get Alert |
| 10/20/2022 | GLBE | Buy Now | Global E Online | $35.33 | -15.09% | Brent Bracelin74% | $41 → $30 | Maintains | Overweight | Get Alert |
| 10/20/2022 | EXFY | Buy Now | Expensify | $3.00 | 499.98% | Brent Bracelin74% | $26 → $18 | Maintains | Overweight | Get Alert |
| 10/20/2022 | CRM | Buy Now | Salesforce | $269.93 | -35.17% | Brent Bracelin74% | $200 → $175 | Maintains | Overweight | Get Alert |
| 10/20/2022 | BRZE | Buy Now | Braze | $37.05 | 2.58% | Brent Bracelin74% | $47 → $38 | Maintains | Overweight | Get Alert |
| 10/20/2022 | BL | Buy Now | BlackLine | $48.81 | 43.41% | Brent Bracelin74% | $85 → $70 | Maintains | Overweight | Get Alert |
| 10/20/2022 | BILL | Buy Now | BILL Holdings | $46.24 | 256.83% | Brent Bracelin74% | $215 → $165 | Maintains | Overweight | Get Alert |
| 10/20/2022 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $70 → $62 | Maintains | Overweight | Get Alert |
| 10/20/2022 | AVDX | Buy Now | AvidXchange Holdings | $8.37 | 31.42% | Brent Bracelin74% | $12 → $11 | Maintains | Overweight | Get Alert |
| 10/20/2022 | ASAN | Buy Now | Asana | $15.00 | 60% | Brent Bracelin74% | $28 → $24 | Maintains | Overweight | Get Alert |
| 10/20/2022 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin74% | $67 → $55 | Downgrade | Neutral → Underweight | Get Alert |
| 10/20/2022 | ORCL | Buy Now | Oracle | $139.94 | -49.98% | Brent Bracelin74% | → $70 | Upgrade | Underweight → Neutral | Get Alert |
| 10/17/2022 | ADBE | Buy Now | Adobe | $385.25 | -10.45% | Brent Bracelin74% | $358 → $345 | Maintains | Overweight | Get Alert |
| 09/16/2022 | ADBE | Buy Now | Adobe | $385.25 | -7.07% | Brent Bracelin74% | $430 → $358 | Maintains | Overweight | Get Alert |
| 09/13/2022 | BRZE | Buy Now | Braze | $37.05 | 26.87% | Brent Bracelin74% | $42 → $47 | Maintains | Overweight | Get Alert |
| 09/08/2022 | ASAN | Buy Now | Asana | $15.00 | 86.67% | Brent Bracelin74% | $22 → $28 | Maintains | Overweight | Get Alert |
| 09/07/2022 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin74% | $65 → $67 | Maintains | Neutral | Get Alert |
| 09/02/2022 | NCNO | Buy Now | Ncino | $28.92 | 45.23% | Brent Bracelin74% | $40 → $42 | Maintains | Overweight | Get Alert |
| 09/01/2022 | VEEV | Buy Now | Veeva Sys | $234.21 | 4.61% | Brent Bracelin74% | $275 → $245 | Maintains | Overweight | Get Alert |
| 09/01/2022 | MDB | Buy Now | MongoDB | $177.46 | 97.23% | Brent Bracelin74% | $375 → $350 | Maintains | Overweight | Get Alert |
| 08/26/2022 | WDAY | Buy Now | Workday | $244.55 | -13.72% | Brent Bracelin74% | $175 → $211 | Maintains | Overweight | Get Alert |
| 08/25/2022 | SNOW | Buy Now | Snowflake | $150.00 | 46.67% | Brent Bracelin74% | $164 → $220 | Maintains | Overweight | Get Alert |
| 08/25/2022 | CRM | Buy Now | Salesforce | $269.93 | -25.91% | Brent Bracelin74% | $220 → $200 | Maintains | Overweight | Get Alert |
| 08/19/2022 | BILL | Buy Now | BILL Holdings | $46.24 | 364.97% | Brent Bracelin74% | $170 → $215 | Maintains | Overweight | Get Alert |
| 08/17/2022 | GLBE | Buy Now | Global E Online | $35.33 | 16.05% | Brent Bracelin74% | $28 → $41 | Maintains | Overweight | Get Alert |
| 08/12/2022 | OLO | Buy Now | Olo | $6.15 | 46.34% | Brent Bracelin74% | $13 → $9 | Downgrade | Overweight → Neutral | Get Alert |
| 08/12/2022 | EXFY | Buy Now | Expensify | $3.00 | 766.64% | Brent Bracelin74% | $25 → $26 | Maintains | Overweight | Get Alert |
| 08/12/2022 | TOST | Buy Now | Toast | $33.35 | -22.04% | Brent Bracelin74% | $22 → $26 | Maintains | Overweight | Get Alert |
| 08/11/2022 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | $5 → $7 | Maintains | Overweight | Get Alert |
| 08/11/2022 | RSKD | Buy Now | Riskified | $4.60 | 30.43% | Brent Bracelin74% | $5 → $6 | Maintains | Neutral | Get Alert |
| 08/10/2022 | U | Buy Now | Unity Software | $20.45 | 105.38% | Brent Bracelin74% | $34 → $42 | Maintains | Neutral | Get Alert |
| 08/09/2022 | MNDY | Buy Now | Monday.Com | $247.01 | -27.13% | Brent Bracelin74% | $150 → $180 | Maintains | Overweight | Get Alert |
| 08/08/2022 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin74% | $118 → $93.5 | Downgrade | Overweight → Neutral | Get Alert |
| 08/05/2022 | HUBS | Buy Now | HubSpot | $580.53 | -28.51% | Brent Bracelin74% | $350 → $415 | Maintains | Overweight | Get Alert |
| 08/05/2022 | TWLO | Buy Now | Twilio | $98.98 | 23.26% | Brent Bracelin74% | $132 → $122 | Maintains | Overweight | Get Alert |
| 08/04/2022 | WEAV | Buy Now | Weave Communications | $11.01 | -45.5% | Brent Bracelin74% | $4 → $6 | Maintains | Neutral | Get Alert |
| 08/04/2022 | PCOR | Buy Now | Procore Technologies | $66.50 | 8.27% | Brent Bracelin74% | $62 → $72 | Maintains | Overweight | Get Alert |
| 08/04/2022 | AVDX | Buy Now | AvidXchange Holdings | $8.37 | 43.37% | Brent Bracelin74% | $11 → $12 | Maintains | Overweight | Get Alert |
| 08/03/2022 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $55 → $70 | Maintains | Overweight | Get Alert |
| 08/03/2022 | FRSH | Buy Now | Freshworks | $14.53 | 17% | Brent Bracelin74% | $20 → $17 | Maintains | Overweight | Get Alert |
| 08/02/2022 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 440% | Brent Bracelin74% | $50 → $54 | Maintains | Overweight | Get Alert |
| 07/18/2022 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 400% | Brent Bracelin74% | $65 → $50 | Maintains | Overweight | Get Alert |
| 07/18/2022 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin74% | $140 → $77.5 | Maintains | Neutral | Get Alert |
| 07/18/2022 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin74% | $40 → $20 | Maintains | Overweight | Get Alert |
| 07/18/2022 | WEAV | Buy Now | Weave Communications | $11.01 | -63.67% | Brent Bracelin74% | $8 → $4 | Maintains | Neutral | Get Alert |
| 07/18/2022 | WDAY | Buy Now | Workday | $244.55 | -28.44% | Brent Bracelin74% | $230 → $175 | Maintains | Overweight | Get Alert |
| 07/18/2022 | VEEV | Buy Now | Veeva Sys | $234.21 | 17.42% | Brent Bracelin74% | $290 → $275 | Maintains | Overweight | Get Alert |
| 07/18/2022 | USER | Buy Now | UserTesting | — | — | Brent Bracelin74% | $14 → $9 | Maintains | Overweight | Get Alert |
| 07/18/2022 | TYL | Buy Now | Tyler Technologies | $579.66 | -30.13% | Brent Bracelin74% | $540 → $405 | Maintains | Overweight | Get Alert |
| 07/18/2022 | TWLO | Buy Now | Twilio | $98.98 | 33.36% | Brent Bracelin74% | $220 → $132 | Maintains | Overweight | Get Alert |
| 07/18/2022 | SNOW | Buy Now | Snowflake | $150.00 | 9.33% | Brent Bracelin74% | $165 → $164 | Maintains | Overweight | Get Alert |
| 07/18/2022 | SHOP | Buy Now | Shopify | $96.01 | -60.42% | Brent Bracelin74% | $60 → $38 | Maintains | Overweight | Get Alert |
| 07/18/2022 | RSKD | Buy Now | Riskified | $4.60 | 8.69% | Brent Bracelin74% | $7 → $5 | Maintains | Neutral | Get Alert |
| 07/18/2022 | PCOR | Buy Now | Procore Technologies | $66.50 | -6.77% | Brent Bracelin74% | $90 → $62 | Maintains | Overweight | Get Alert |
| 07/18/2022 | OLO | Buy Now | Olo | $6.15 | 111.38% | Brent Bracelin74% | $14 → $13 | Maintains | Overweight | Get Alert |
| 07/18/2022 | NCNO | Buy Now | Ncino | $28.92 | 38.31% | Brent Bracelin74% | $50 → $40 | Maintains | Overweight | Get Alert |
| 07/18/2022 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | $7 → $5 | Maintains | Overweight | Get Alert |
| 07/18/2022 | MNDY | Buy Now | Monday.Com | $247.01 | -39.27% | Brent Bracelin74% | $200 → $150 | Maintains | Overweight | Get Alert |
| 07/18/2022 | MDB | Buy Now | MongoDB | $177.46 | 111.32% | Brent Bracelin74% | $430 → $375 | Maintains | Overweight | Get Alert |
| 07/18/2022 | HUBS | Buy Now | HubSpot | $580.53 | -39.71% | Brent Bracelin74% | $600 → $350 | Maintains | Overweight | Get Alert |
| 07/18/2022 | GLBE | Buy Now | Global E Online | $35.33 | -20.75% | Brent Bracelin74% | $30 → $28 | Maintains | Overweight | Get Alert |
| 07/18/2022 | FRSH | Buy Now | Freshworks | $14.53 | 37.65% | Brent Bracelin74% | $28 → $20 | Maintains | Overweight | Get Alert |
| 07/18/2022 | CRM | Buy Now | Salesforce | $269.93 | -18.5% | Brent Bracelin74% | $250 → $220 | Maintains | Overweight | Get Alert |
| 07/18/2022 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin74% | $85 → $65 | Maintains | Neutral | Get Alert |
| 07/18/2022 | BILL | Buy Now | BILL Holdings | $46.24 | 267.65% | Brent Bracelin74% | $212 → $170 | Maintains | Overweight | Get Alert |
| 07/18/2022 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $87 → $55 | Maintains | Overweight | Get Alert |
| 07/18/2022 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin74% | $135 → $118 | Maintains | Overweight | Get Alert |
| 07/18/2022 | AVDX | Buy Now | AvidXchange Holdings | $8.37 | 31.42% | Brent Bracelin74% | $13 → $11 | Maintains | Overweight | Get Alert |
| 07/18/2022 | ASAN | Buy Now | Asana | $15.00 | 86.67% | Brent Bracelin74% | $35 → $28 | Maintains | Overweight | Get Alert |
| 07/14/2022 | U | Buy Now | Unity Software | $20.45 | 66.26% | Brent Bracelin74% | $55 → $34 | Downgrade | Overweight → Neutral | Get Alert |
| 07/08/2022 | MSFT | Buy Now | Microsoft | $377.62 | -17.38% | Brent Bracelin74% | $352 → $312 | Maintains | Overweight | Get Alert |
| 06/17/2022 | ADBE | Buy Now | Adobe | $385.25 | 11.62% | Brent Bracelin74% | $545 → $430 | Maintains | Overweight | Get Alert |
| 06/16/2022 | BILL | Buy Now | BILL Holdings | $46.24 | 358.48% | Brent Bracelin74% | $205 → $212 | Maintains | Overweight | Get Alert |
| 06/14/2022 | BRZE | Buy Now | Braze | $37.05 | 13.38% | Brent Bracelin74% | $65 → $42 | Maintains | Overweight | Get Alert |
| 06/07/2022 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin74% | $70 → $85 | Maintains | Neutral | Get Alert |
| 06/03/2022 | ASAN | Buy Now | Asana | $15.00 | 133.33% | Brent Bracelin74% | $55 → $35 | Maintains | Overweight | Get Alert |
| 06/02/2022 | MDB | Buy Now | MongoDB | $177.46 | 142.31% | Brent Bracelin74% | $585 → $430 | Maintains | Overweight | Get Alert |
| 06/01/2022 | CRM | Buy Now | Salesforce | $269.93 | -7.38% | Brent Bracelin74% | $330 → $250 | Maintains | Overweight | Get Alert |
| 05/27/2022 | WDAY | Buy Now | Workday | $244.55 | -5.95% | Brent Bracelin74% | $360 → $230 | Maintains | Overweight | Get Alert |
| 05/26/2022 | SNOW | Buy Now | Snowflake | $150.00 | 10% | Brent Bracelin74% | $300 → $165 | Maintains | Overweight | Get Alert |
| 05/24/2022 | BILL | Buy Now | BILL Holdings | $46.24 | 343.34% | Brent Bracelin74% | $300 → $205 | Maintains | Overweight | Get Alert |
| 05/18/2022 | RSKD | Buy Now | Riskified | $4.60 | 52.17% | Brent Bracelin74% | $10 → $7 | Maintains | Neutral | Get Alert |
| 05/17/2022 | MNDY | Buy Now | Monday.Com | $247.01 | -19.03% | Brent Bracelin74% | $250 → $200 | Maintains | Overweight | Get Alert |
| 05/17/2022 | GLBE | Buy Now | Global E Online | $35.33 | -15.09% | Brent Bracelin74% | $58 → $30 | Maintains | Overweight | Get Alert |
| 05/13/2022 | TOST | Buy Now | Toast | $33.35 | -34.03% | Brent Bracelin74% | $33 → $22 | Maintains | Overweight | Get Alert |
| 05/11/2022 | U | Buy Now | Unity Software | $20.45 | 168.95% | Brent Bracelin74% | $145 → $55 | Maintains | Overweight | Get Alert |
| 05/11/2022 | ONTF | Buy Now | ON24 | $5.37 | 123.46% | Brent Bracelin74% | $17 → $12 | Maintains | Neutral | Get Alert |
| 05/11/2022 | OLO | Buy Now | Olo | $6.15 | 127.64% | Brent Bracelin74% | $20 → $14 | Maintains | Overweight | Get Alert |
| 05/06/2022 | SHOP | Buy Now | Shopify | $96.01 | 524.95% | Brent Bracelin74% | $80 → $60 | Maintains | Overweight | Get Alert |
| 05/06/2022 | BL | Buy Now | BlackLine | $48.81 | 74.14% | Brent Bracelin74% | $112 → $85 | Maintains | Overweight | Get Alert |
| 05/06/2022 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin74% | $200 → $135 | Maintains | Overweight | Get Alert |
| 05/06/2022 | HUBS | Buy Now | HubSpot | $580.53 | 3.35% | Brent Bracelin74% | $735 → $600 | Maintains | Overweight | Get Alert |
| 05/05/2022 | TWLO | Buy Now | Twilio | $98.98 | 122.27% | Brent Bracelin74% | $270 → $220 | Maintains | Overweight | Get Alert |
| 05/05/2022 | PCOR | Buy Now | Procore Technologies | $66.50 | 35.34% | Brent Bracelin74% | $100 → $90 | Maintains | Overweight | Get Alert |
| 05/05/2022 | USER | Buy Now | UserTesting | — | — | Brent Bracelin74% | $16 → $14 | Maintains | Overweight | Get Alert |
| 05/04/2022 | FRSH | Buy Now | Freshworks | $14.53 | 92.7% | Brent Bracelin74% | $36 → $28 | Maintains | Overweight | Get Alert |
| 05/03/2022 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 550% | Brent Bracelin74% | $75 → $65 | Maintains | Overweight | Get Alert |
| 04/29/2022 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin74% | $135 → $140 | Maintains | Neutral | Get Alert |
| 04/29/2022 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | $10 → $7 | Maintains | Overweight | Get Alert |
| 04/22/2022 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin74% | $48 → $40 | Maintains | Overweight | Get Alert |
| 04/19/2022 | SHOP | Buy Now | Shopify | $96.01 | 733.27% | Brent Bracelin74% | $90 → $80 | Maintains | Overweight | Get Alert |
| 04/01/2022 | NCNO | Buy Now | Ncino | $28.92 | 90.18% | Brent Bracelin74% | $80 → $55 | Maintains | Overweight | Get Alert |
| 03/31/2022 | EXFY | Buy Now | Expensify | $3.00 | 733.31% | Brent Bracelin74% | $45 → $25 | Maintains | Overweight | Get Alert |
| 03/31/2022 | BRZE | Buy Now | Braze | $37.05 | 75.46% | Brent Bracelin74% | $85 → $65 | Maintains | Overweight | Get Alert |
| 03/23/2022 | ADBE | Buy Now | Adobe | $385.25 | 41.47% | Brent Bracelin74% | $600 → $545 | Maintains | Overweight | Get Alert |
| 03/15/2022 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin74% | $230 → $70 | Downgrade | Overweight → Neutral | Get Alert |
| 03/11/2022 | ORCL | Buy Now | Oracle | $139.94 | -49.98% | Brent Bracelin74% | $100 → $70 | Downgrade | Neutral → Underweight | Get Alert |
| 03/10/2022 | ASAN | Buy Now | Asana | $15.00 | 266.67% | Brent Bracelin74% | $100 → $55 | Maintains | Overweight | Get Alert |
| 03/08/2022 | AVDX | Buy Now | AvidXchange Holdings | $8.37 | 55.32% | Brent Bracelin74% | $25 → $13 | Maintains | Overweight | Get Alert |
| 03/03/2022 | WEAV | Buy Now | Weave Communications | $11.01 | -18.26% | Brent Bracelin74% | $20 → $9 | Downgrade | Overweight → Neutral | Get Alert |
| 03/03/2022 | VEEV | Buy Now | Veeva Sys | $234.21 | 23.82% | Brent Bracelin74% | $300 → $290 | Maintains | Overweight | Get Alert |
| 03/03/2022 | SNOW | Buy Now | Snowflake | $150.00 | 100% | Brent Bracelin74% | $397 → $300 | Maintains | Overweight | Get Alert |
| 03/01/2022 | ONTF | Buy Now | ON24 | $5.37 | 216.57% | Brent Bracelin74% | $25 → $17 | Downgrade | Overweight → Neutral | Get Alert |
| 02/24/2022 | MNDY | Buy Now | Monday.Com | $247.01 | 1.21% | Brent Bracelin74% | $380 → $250 | Maintains | Overweight | Get Alert |
| 02/24/2022 | RSKD | Buy Now | Riskified | $4.60 | 117.39% | Brent Bracelin74% | $14 → $10 | Maintains | Neutral | Get Alert |
| 02/24/2022 | OLO | Buy Now | Olo | $6.15 | 225.2% | Brent Bracelin74% | $33 → $20 | Maintains | Overweight | Get Alert |
| 02/23/2022 | PCOR | Buy Now | Procore Technologies | $66.50 | 50.38% | Brent Bracelin74% | $115 → $100 | Maintains | Overweight | Get Alert |
| 02/18/2022 | TYL | Buy Now | Tyler Technologies | $579.66 | -6.84% | Brent Bracelin74% | $600 → $540 | Maintains | Overweight | Get Alert |
| 02/17/2022 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | $26 → $10 | Maintains | Overweight | Get Alert |
| 02/17/2022 | SHOP | Buy Now | Shopify | $96.01 | 837.43% | Brent Bracelin74% | $140 → $90 | Maintains | Overweight | Get Alert |
| 02/16/2022 | TOST | Buy Now | Toast | $33.35 | -1.05% | Brent Bracelin74% | $48 → $33 | Maintains | Overweight | Get Alert |
| 02/16/2022 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $85 → $87 | Maintains | Overweight | Get Alert |
| 02/11/2022 | HUBS | Buy Now | HubSpot | $580.53 | 26.61% | Brent Bracelin74% | $715 → $735 | Maintains | Overweight | Get Alert |
| 02/11/2022 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin74% | $112 → $135 | Maintains | Neutral | Get Alert |
| 02/11/2022 | BL | Buy Now | BlackLine | $48.81 | 129.46% | Brent Bracelin74% | $130 → $112 | Maintains | Overweight | Get Alert |
| 02/11/2022 | FRSH | Buy Now | Freshworks | $14.53 | 147.76% | Brent Bracelin74% | $38 → $36 | Maintains | Overweight | Get Alert |
| 01/27/2022 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin74% | $53 → $48 | Maintains | Overweight | Get Alert |
| 01/12/2022 | WIX | Buy Now | Wix.com | $164.41 | -5.12% | Brent Bracelin74% | $218 → $156 | Maintains | Neutral | Get Alert |
| 01/12/2022 | SQSP | Buy Now | Squarespace | — | — | Brent Bracelin74% | $52 → $45 | Maintains | Overweight | Get Alert |
| 01/12/2022 | SPT | Buy Now | Sprout Social | $22.52 | 455.06% | Brent Bracelin74% | $155 → $125 | Maintains | Overweight | Get Alert |
| 01/12/2022 | SEMR | Buy Now | SEMrush Hldgs | $9.57 | 150.78% | Brent Bracelin74% | $28 → $24 | Maintains | Overweight | Get Alert |
| 01/12/2022 | RSKD | Buy Now | Riskified | $4.60 | 204.34% | Brent Bracelin74% | $17 → $14 | Maintains | Neutral | Get Alert |
| 01/12/2022 | OLO | Buy Now | Olo | $6.15 | 436.59% | Brent Bracelin74% | $39 → $33 | Maintains | Overweight | Get Alert |
| 01/12/2022 | NCNO | Buy Now | Ncino | $28.92 | 176.63% | Brent Bracelin74% | $97 → $80 | Maintains | Overweight | Get Alert |
| 01/12/2022 | LSPD | Buy Now | Lightspeed Commerce | $9.25 | 656.76% | Brent Bracelin74% | $128 → $70 | Maintains | Overweight | Get Alert |
| 01/12/2022 | FRSH | Buy Now | Freshworks | $14.53 | 161.53% | Brent Bracelin74% | $53 → $38 | Maintains | Overweight | Get Alert |
| 01/12/2022 | BL | Buy Now | BlackLine | $48.81 | 166.34% | Brent Bracelin74% | $155 → $130 | Maintains | Overweight | Get Alert |
| 01/12/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.87 | 1092.5% | Brent Bracelin74% | $83 → $70 | Maintains | Overweight | Get Alert |
| 01/12/2022 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $105 → $85 | Maintains | Overweight | Get Alert |
| 01/12/2022 | AVDX | Buy Now | AvidXchange Holdings | $8.37 | 198.69% | Brent Bracelin74% | $28 → $25 | Maintains | Overweight | Get Alert |
| 01/10/2022 | ADBE | Buy Now | Adobe | $385.25 | 55.74% | Brent Bracelin74% | $630 → $600 | Maintains | Overweight | Get Alert |
| 12/13/2021 | USER | Buy Now | UserTesting | — | — | Brent Bracelin74% | → $15 | Initiates | → Overweight | Get Alert |
| 12/07/2021 | MDB | Buy Now | MongoDB | $177.46 | 229.65% | Brent Bracelin74% | $525 → $585 | Maintains | Overweight | Get Alert |
| 12/07/2021 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin74% | $325 → $230 | Maintains | Overweight | Get Alert |
| 12/06/2021 | EXFY | Buy Now | Expensify | $3.00 | 1399.95% | Brent Bracelin74% | → $45 | Initiates | → Overweight | Get Alert |
| 12/06/2021 | WEAV | Buy Now | Weave Communications | $11.01 | 81.65% | Brent Bracelin74% | → $20 | Initiates | → Overweight | Get Alert |
| 11/24/2021 | PLAN | Buy Now | Anaplan | — | — | Brent Bracelin74% | $77 → $48 | Downgrade | Overweight → Neutral | Get Alert |
| 11/19/2021 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin74% | $122 → $112 | Maintains | Neutral | Get Alert |
| 11/19/2021 | WDAY | Buy Now | Workday | $244.55 | 47.21% | Brent Bracelin74% | $295 → $360 | Maintains | Overweight | Get Alert |
| 11/18/2021 | ASAN | Buy Now | Asana | $15.00 | 833.33% | Brent Bracelin74% | $85 → $140 | Maintains | Overweight | Get Alert |
| 11/10/2021 | ONTF | Buy Now | ON24 | $5.37 | 365.55% | Brent Bracelin74% | $40 → $25 | Maintains | Overweight | Get Alert |
| 11/10/2021 | U | Buy Now | Unity Software | $20.45 | 780.2% | Brent Bracelin74% | $152 → $180 | Maintains | Overweight | Get Alert |
| 11/10/2021 | TOST | Buy Now | Toast | $33.35 | 94.9% | Brent Bracelin74% | $63 → $65 | Maintains | Overweight | Get Alert |
| 11/09/2021 | SQSP | Buy Now | Squarespace | — | — | Brent Bracelin74% | $50 → $52 | Maintains | Overweight | Get Alert |
| 11/08/2021 | AVDX | Buy Now | AvidXchange Holdings | $8.37 | 234.53% | Brent Bracelin74% | → $28 | Initiates | → Overweight | Get Alert |
| 11/05/2021 | BL | Buy Now | BlackLine | $48.81 | 217.56% | Brent Bracelin74% | $158 → $155 | Maintains | Overweight | Get Alert |
| 11/05/2021 | BILL | Buy Now | BILL Holdings | $46.24 | 721.8% | Brent Bracelin74% | $280 → $380 | Maintains | Overweight | Get Alert |
| 11/02/2021 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 780% | Brent Bracelin74% | $72 → $88 | Maintains | Overweight | Get Alert |
| 10/29/2021 | TYL | Buy Now | Tyler Technologies | $579.66 | 3.51% | Brent Bracelin74% | $525 → $600 | Maintains | Overweight | Get Alert |
| 10/29/2021 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin74% | $175 → $122 | Downgrade | Overweight → Neutral | Get Alert |
| 10/27/2021 | MSFT | Buy Now | Microsoft | $377.62 | -6.78% | Brent Bracelin74% | $310 → $352 | Maintains | Overweight | Get Alert |
| 10/21/2021 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin74% | $50 → $53 | Maintains | Overweight | Get Alert |
| 10/18/2021 | FRSH | Buy Now | Freshworks | $14.53 | 244.12% | Brent Bracelin74% | → $50 | Initiates | → Overweight | Get Alert |
| 10/15/2021 | SQSP | Buy Now | Squarespace | — | — | Brent Bracelin74% | → $50 | Upgrade | Neutral → Overweight | Get Alert |
| 10/13/2021 | HUBS | Buy Now | HubSpot | $580.53 | 42.97% | Brent Bracelin74% | $675 → $830 | Maintains | Overweight | Get Alert |
| 09/24/2021 | CRM | Buy Now | Salesforce | $269.93 | 35.22% | Brent Bracelin74% | $280 → $365 | Upgrade | Neutral → Overweight | Get Alert |
| 09/10/2021 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | $18 → $20 | Maintains | Overweight | Get Alert |
| 09/03/2021 | MDB | Buy Now | MongoDB | $177.46 | 195.84% | Brent Bracelin74% | $425 → $525 | Maintains | Overweight | Get Alert |
| 09/02/2021 | ASAN | Buy Now | Asana | $15.00 | 466.67% | Brent Bracelin74% | $52 → $85 | Maintains | Overweight | Get Alert |
| 09/01/2021 | PLAN | Buy Now | Anaplan | — | — | Brent Bracelin74% | $67 → $77 | Maintains | Overweight | Get Alert |
| 08/27/2021 | WDAY | Buy Now | Workday | $244.55 | 20.63% | Brent Bracelin74% | $285 → $295 | Maintains | Overweight | Get Alert |
| 08/27/2021 | BILL | Buy Now | BILL Holdings | $46.24 | 505.54% | Brent Bracelin74% | $180 → $280 | Maintains | Overweight | Get Alert |
| 08/26/2021 | CRM | Buy Now | Salesforce | $269.93 | 3.73% | Brent Bracelin74% | $240 → $280 | Maintains | Neutral | Get Alert |
| 08/26/2021 | SNOW | Buy Now | Snowflake | $150.00 | 103.33% | Brent Bracelin74% | $290 → $305 | Maintains | Overweight | Get Alert |
| 08/23/2021 | RSKD | Buy Now | Riskified | $4.60 | 595.64% | Brent Bracelin74% | → $32 | Initiates | → Overweight | Get Alert |
| 08/17/2021 | MTTR | Buy Now | Matterport | — | — | Brent Bracelin74% | → $18 | Initiates | → Overweight | Get Alert |
| 08/17/2021 | GLBE | Buy Now | Global E Online | $35.33 | 126.44% | Brent Bracelin74% | $42 → $80 | Maintains | Overweight | Get Alert |
| 08/11/2021 | U | Buy Now | Unity Software | $20.45 | 643.28% | Brent Bracelin74% | $150 → $152 | Maintains | Overweight | Get Alert |
| 08/11/2021 | OLO | Buy Now | Olo | $6.15 | 534.15% | Brent Bracelin74% | $35 → $39 | Maintains | Overweight | Get Alert |
| 08/10/2021 | SQSP | Buy Now | Squarespace | — | — | Brent Bracelin74% | $62 → $50 | Maintains | Neutral | Get Alert |
| 08/06/2021 | PCOR | Buy Now | Procore Technologies | $66.50 | 72.93% | Brent Bracelin74% | $100 → $115 | Maintains | Overweight | Get Alert |
| 08/06/2021 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin74% | $210 → $215 | Maintains | Overweight | Get Alert |
| 08/05/2021 | HUBS | Buy Now | HubSpot | $580.53 | 16.27% | Brent Bracelin74% | $615 → $675 | Maintains | Overweight | Get Alert |
| 08/04/2021 | SPT | Buy Now | Sprout Social | $22.52 | 361.81% | Brent Bracelin74% | $86 → $104 | Maintains | Overweight | Get Alert |
| 07/30/2021 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin74% | $186 → $175 | Maintains | Overweight | Get Alert |
| 07/28/2021 | MSFT | Buy Now | Microsoft | $377.62 | -17.91% | Brent Bracelin74% | $305 → $310 | Maintains | Overweight | Get Alert |
| 07/26/2021 | EVCM | Buy Now | EverCommerce | $10.12 | 117.39% | Brent Bracelin74% | → $22 | Initiates | → Overweight | Get Alert |
| 07/21/2021 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin74% | $49 → $50 | Maintains | Overweight | Get Alert |
| 07/16/2021 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin74% | $300 → $295 | Maintains | Overweight | Get Alert |
| 07/06/2021 | MNDY | Buy Now | Monday.Com | $247.01 | 5.26% | Brent Bracelin74% | → $260 | Initiates | → Overweight | Get Alert |
| 06/18/2021 | ADBE | Buy Now | Adobe | $385.25 | 55.74% | Brent Bracelin74% | $570 → $600 | Maintains | Overweight | Get Alert |
| 06/16/2021 | ORCL | Buy Now | Oracle | $139.94 | -42.83% | Brent Bracelin74% | $57 → $80 | Maintains | Neutral | Get Alert |
| 06/14/2021 | OTLY | Buy Now | Oatly Group | $9.38 | 219.89% | Brent Bracelin74% | → $600 | Initiates | → Overweight | Get Alert |
| 06/14/2021 | PCOR | Buy Now | Procore Technologies | $66.50 | 50.38% | Brent Bracelin74% | → $100 | Initiates | → Overweight | Get Alert |
| 06/14/2021 | SQSP | Buy Now | Squarespace | — | — | Brent Bracelin74% | → $62 | Initiates | → Neutral | Get Alert |
| 06/11/2021 | SNOW | Buy Now | Snowflake | $150.00 | 93.33% | Brent Bracelin74% | $312 → $290 | Maintains | Overweight | Get Alert |
| 06/08/2021 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin74% | $315 → $300 | Maintains | Overweight | Get Alert |
| 06/08/2021 | TYL | Buy Now | Tyler Technologies | $579.66 | -9.43% | Brent Bracelin74% | $505 → $525 | Maintains | Overweight | Get Alert |
| 06/07/2021 | GLBE | Buy Now | Global E Online | $35.33 | 18.88% | Brent Bracelin74% | → $42 | Initiates | → Overweight | Get Alert |
| 06/04/2021 | ASAN | Buy Now | Asana | $15.00 | 246.67% | Brent Bracelin74% | $45 → $52 | Maintains | Overweight | Get Alert |
| 05/28/2021 | VEEV | Buy Now | Veeva Sys | $234.21 | 53.71% | Brent Bracelin74% | $350 → $360 | Maintains | Overweight | Get Alert |
| 05/27/2021 | PLAN | Buy Now | Anaplan | — | — | Brent Bracelin74% | $87 → $67 | Maintains | Overweight | Get Alert |
| 05/19/2021 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $120 → $105 | Maintains | Overweight | Get Alert |
| 05/12/2021 | SEMR | Buy Now | SEMrush Hldgs | $9.57 | 150.78% | Brent Bracelin74% | $22 → $24 | Maintains | Overweight | Get Alert |
| 05/07/2021 | BILL | Buy Now | BILL Holdings | $46.24 | 289.27% | Brent Bracelin74% | $170 → $180 | Maintains | Overweight | Get Alert |
| 05/06/2021 | HUBS | Buy Now | HubSpot | $580.53 | 5.94% | Brent Bracelin74% | $600 → $615 | Maintains | Overweight | Get Alert |
| 04/28/2021 | MSFT | Buy Now | Microsoft | $377.62 | -19.23% | Brent Bracelin74% | $300 → $305 | Maintains | Overweight | Get Alert |
| 04/28/2021 | SHOP | Buy Now | Shopify | $96.01 | 1566.54% | Brent Bracelin74% | $150 → $160 | Maintains | Overweight | Get Alert |
| 04/27/2021 | SPT | Buy Now | Sprout Social | $22.52 | 281.88% | Brent Bracelin74% | → $86 | Initiates | → Overweight | Get Alert |
| 04/22/2021 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin74% | → $49 | Upgrade | Neutral → Overweight | Get Alert |
| 04/20/2021 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin74% | $300 → $315 | Upgrade | Neutral → Overweight | Get Alert |
| 04/19/2021 | SEMR | Buy Now | SEMrush Hldgs | $9.57 | 129.89% | Brent Bracelin74% | → $22 | Initiates | → Overweight | Get Alert |
| 04/12/2021 | OLO | Buy Now | Olo | $6.15 | 469.11% | Brent Bracelin74% | → $35 | Initiates | → Overweight | Get Alert |
| 03/11/2021 | ASAN | Buy Now | Asana | $15.00 | 200% | Brent Bracelin74% | $40 → $45 | Maintains | Overweight | Get Alert |
| 03/03/2021 | VEEV | Buy Now | Veeva Sys | $234.21 | 49.44% | Brent Bracelin74% | $340 → $350 | Maintains | Overweight | Get Alert |
| 03/01/2021 | ONTF | Buy Now | ON24 | $5.37 | 1203.54% | Brent Bracelin74% | → $70 | Initiates | → Overweight | Get Alert |
| 02/26/2021 | CRM | Buy Now | Salesforce | $269.93 | -11.09% | Brent Bracelin74% | $242 → $240 | Maintains | Neutral | Get Alert |
| 02/23/2021 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 600% | Brent Bracelin74% | $59 → $70 | Maintains | Overweight | Get Alert |
| 02/23/2021 | XM | Buy Now | Qualtrics International | — | — | Brent Bracelin74% | → $49 | Initiates | → Neutral | Get Alert |
| 02/18/2021 | TWLO | Buy Now | Twilio | $98.98 | 455.67% | Brent Bracelin74% | $475 → $550 | Maintains | Overweight | Get Alert |
| 02/12/2021 | GDDY | Buy Now | GoDaddy | $177.71 | -43.73% | Brent Bracelin74% | $93 → $100 | Maintains | Overweight | Get Alert |
| 02/12/2021 | HUBS | Buy Now | HubSpot | $580.53 | 3.35% | Brent Bracelin74% | $488 → $600 | Maintains | Overweight | Get Alert |
| 02/12/2021 | BL | Buy Now | BlackLine | $48.81 | 223.7% | Brent Bracelin74% | $138 → $158 | Maintains | Overweight | Get Alert |
| 02/11/2021 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin74% | $195 → $210 | Maintains | Overweight | Get Alert |
| 02/05/2021 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin74% | $162 → $180 | Maintains | Overweight | Get Alert |
| 02/02/2021 | MSFT | Buy Now | Microsoft | $377.62 | -20.56% | Brent Bracelin74% | → $300 | Reiterates | → Overweight | Get Alert |
| 01/27/2021 | MSFT | Buy Now | Microsoft | $377.62 | -20.56% | Brent Bracelin74% | $245 → $300 | Maintains | Overweight | Get Alert |
| 01/27/2021 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin74% | $185 → $195 | Maintains | Overweight | Get Alert |
| 01/11/2021 | CRM | Buy Now | Salesforce | $269.93 | -10.35% | Brent Bracelin74% | $278 → $242 | Downgrade | Overweight → Neutral | Get Alert |
| 01/11/2021 | PLAN | Buy Now | Anaplan | — | — | Brent Bracelin74% | $66 → $87 | Upgrade | Neutral → Overweight | Get Alert |
| 12/11/2020 | ORCL | Buy Now | Oracle | $139.94 | -59.27% | Brent Bracelin74% | $50 → $57 | Maintains | Neutral | Get Alert |
| 12/10/2020 | ASAN | Buy Now | Asana | $15.00 | 166.67% | Brent Bracelin74% | $33 → $40 | Maintains | Overweight | Get Alert |
| 12/10/2020 | NCNO | Buy Now | Ncino | $28.92 | 228.49% | Brent Bracelin74% | $92 → $95 | Maintains | Overweight | Get Alert |
| 12/09/2020 | MDB | Buy Now | MongoDB | $177.46 | 84.83% | Brent Bracelin74% | $310 → $328 | Maintains | Overweight | Get Alert |
| 12/08/2020 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin74% | $232 → $300 | Maintains | Neutral | Get Alert |
| 12/03/2020 | SNOW | Buy Now | Snowflake | $150.00 | 108% | Brent Bracelin74% | $264 → $312 | Maintains | Overweight | Get Alert |
| 12/02/2020 | ASAN | Buy Now | Asana | $15.00 | 120% | Brent Bracelin74% | $25 → $33 | Upgrade | Neutral → Overweight | Get Alert |
| 12/02/2020 | WORK | Buy Now | Slack Technologies | — | — | Brent Bracelin74% | $36 → $45 | Downgrade | Overweight → Neutral | Get Alert |
| 12/02/2020 | CRM | Buy Now | Salesforce | $269.93 | 2.99% | Brent Bracelin74% | $285 → $278 | Maintains | Overweight | Get Alert |
| 11/20/2020 | WDAY | Buy Now | Workday | $244.55 | 16.54% | Brent Bracelin74% | $275 → $285 | Maintains | Overweight | Get Alert |
| 11/18/2020 | BIGC | Buy Now | BigCommerce Holdings | $5.87 | 1313.97% | Brent Bracelin74% | → $83 | Initiates | → Overweight | Get Alert |
| 11/13/2020 | U | Buy Now | Unity Software | $20.45 | 462.35% | Brent Bracelin74% | $112 → $115 | Maintains | Overweight | Get Alert |
| 11/06/2020 | HUBS | Buy Now | HubSpot | $580.53 | -25.07% | Brent Bracelin74% | $300 → $435 | Maintains | Overweight | Get Alert |
| 11/06/2020 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $185 → $160 | Maintains | Overweight | Get Alert |
| 11/06/2020 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin74% | $138 → $185 | Maintains | Overweight | Get Alert |
| 11/06/2020 | BILL | Buy Now | BILL Holdings | $46.24 | 159.52% | Brent Bracelin74% | $112 → $120 | Maintains | Overweight | Get Alert |
| 11/05/2020 | GDDY | Buy Now | GoDaddy | $177.71 | -47.67% | Brent Bracelin74% | $86 → $93 | Maintains | Overweight | Get Alert |
| 10/30/2020 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin74% | $123 → $134 | Maintains | Overweight | Get Alert |
| 10/30/2020 | BL | Buy Now | BlackLine | $48.81 | 135.61% | Brent Bracelin74% | $95 → $115 | Maintains | Overweight | Get Alert |
| 10/28/2020 | MSFT | Buy Now | Microsoft | $377.62 | -35.12% | Brent Bracelin74% | $218 → $245 | Maintains | Overweight | Get Alert |
| 10/27/2020 | TWLO | Buy Now | Twilio | $98.98 | 268.76% | Brent Bracelin74% | $315 → $365 | Maintains | Overweight | Get Alert |
| 10/26/2020 | ASAN | Buy Now | Asana | $15.00 | 66.67% | Brent Bracelin74% | → $25 | Initiates | → Neutral | Get Alert |
| 10/20/2020 | WDAY | Buy Now | Workday | $244.55 | 12.45% | Brent Bracelin74% | $248 → $275 | Upgrade | Neutral → Overweight | Get Alert |
| 10/13/2020 | U | Buy Now | Unity Software | $20.45 | 447.68% | Brent Bracelin74% | → $112 | Initiates | → Overweight | Get Alert |
| 10/12/2020 | SNOW | Buy Now | Snowflake | $150.00 | 76% | Brent Bracelin74% | → $264 | Initiates | → Overweight | Get Alert |
| 10/02/2020 | TWLO | Buy Now | Twilio | $98.98 | 218.25% | Brent Bracelin74% | $300 → $315 | Maintains | Overweight | Get Alert |
| 09/16/2020 | ADBE | Buy Now | Adobe | $385.25 | 47.96% | Brent Bracelin74% | $430 → $570 | Maintains | Overweight | Get Alert |
| 09/11/2020 | ORCL | Buy Now | Oracle | $139.94 | -64.27% | Brent Bracelin74% | $44 → $50 | Maintains | Neutral | Get Alert |
| 09/10/2020 | NCNO | Buy Now | Ncino | $28.92 | 218.12% | Brent Bracelin74% | $82 → $92 | Maintains | Overweight | Get Alert |
| 09/09/2020 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin74% | $211 → $232 | Maintains | Neutral | Get Alert |
| 09/09/2020 | WORK | Buy Now | Slack Technologies | — | — | Brent Bracelin74% | $40 → $36 | Maintains | Overweight | Get Alert |
| 09/03/2020 | MDB | Buy Now | MongoDB | $177.46 | 74.69% | Brent Bracelin74% | $226 → $310 | Maintains | Overweight | Get Alert |
| 09/01/2020 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin74% | $87 → $123 | Upgrade | Neutral → Overweight | Get Alert |
| 08/28/2020 | BILL | Buy Now | BILL Holdings | $46.24 | 142.21% | Brent Bracelin74% | $85 → $112 | Maintains | Overweight | Get Alert |
| 08/28/2020 | VEEV | Buy Now | Veeva Sys | $234.21 | 32.36% | Brent Bracelin74% | $220 → $310 | Maintains | Overweight | Get Alert |
| 08/28/2020 | WDAY | Buy Now | Workday | $244.55 | 1.41% | Brent Bracelin74% | $181 → $248 | Maintains | Neutral | Get Alert |
| 08/26/2020 | CRM | Buy Now | Salesforce | $269.93 | 5.58% | Brent Bracelin74% | $210 → $285 | Maintains | Overweight | Get Alert |
| 08/10/2020 | NCNO | Buy Now | Ncino | $28.92 | 183.54% | Brent Bracelin74% | → $82 | Initiates | → Overweight | Get Alert |
| 08/07/2020 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $195 → $185 | Maintains | Overweight | Get Alert |
| 08/07/2020 | BL | Buy Now | BlackLine | $48.81 | 94.63% | Brent Bracelin74% | $78 → $95 | Maintains | Overweight | Get Alert |
| 08/06/2020 | HUBS | Buy Now | HubSpot | $580.53 | -48.32% | Brent Bracelin74% | $200 → $300 | Maintains | Overweight | Get Alert |
| 08/06/2020 | GDDY | Buy Now | GoDaddy | $177.71 | -51.61% | Brent Bracelin74% | $82 → $86 | Maintains | Overweight | Get Alert |
| 08/05/2020 | TWLO | Buy Now | Twilio | $98.98 | 203.09% | Brent Bracelin74% | $225 → $300 | Maintains | Overweight | Get Alert |
| 07/31/2020 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin74% | $76 → $87 | Maintains | Neutral | Get Alert |
| 07/29/2020 | SHOP | Buy Now | Shopify | $96.01 | 1254.06% | Brent Bracelin74% | $101.5 → $130 | Maintains | Overweight | Get Alert |
| 07/29/2020 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $160 → $195 | Maintains | Overweight | Get Alert |
| 07/23/2020 | SHOP | Buy Now | Shopify | $96.01 | 957.21% | Brent Bracelin74% | $84.3 → $101.5 | Maintains | Overweight | Get Alert |
| 07/23/2020 | MSFT | Buy Now | Microsoft | $377.62 | -42.27% | Brent Bracelin74% | $192 → $218 | Maintains | Overweight | Get Alert |
| 07/20/2020 | TYL | Buy Now | Tyler Technologies | $579.66 | -27.03% | Brent Bracelin74% | → $423 | Assumes | → Overweight | Get Alert |
| 07/14/2020 | CRM | Buy Now | Salesforce | $269.93 | -22.2% | Brent Bracelin74% | $193 → $210 | Maintains | Overweight | Get Alert |
| 06/29/2020 | ZI | Buy Now | ZoomInfo Technologies | $10.00 | 490% | Brent Bracelin74% | → $59 | Initiates | → Overweight | Get Alert |
| 06/23/2020 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin74% | $113 → $138 | Maintains | Overweight | Get Alert |
| 06/15/2020 | TWLO | Buy Now | Twilio | $98.98 | 127.32% | Brent Bracelin74% | $135 → $225 | Upgrade | Neutral → Overweight | Get Alert |
| 06/15/2020 | SHOP | Buy Now | Shopify | $96.01 | 778.06% | Brent Bracelin74% | $73.3 → $84.3 | Upgrade | Neutral → Overweight | Get Alert |
| 06/05/2020 | WORK | Buy Now | Slack Technologies | — | — | Brent Bracelin74% | $31 → $40 | Maintains | Overweight | Get Alert |
| 06/05/2020 | MDB | Buy Now | MongoDB | $177.46 | 27.35% | Brent Bracelin74% | $138 → $226 | Maintains | Overweight | Get Alert |
| 06/04/2020 | ESTC | Buy Now | Elastic | $91.68 | 2.53% | Brent Bracelin74% | $66 → $94 | Maintains | Overweight | Get Alert |
| 05/29/2020 | VEEV | Buy Now | Veeva Sys | $234.21 | -6.07% | Brent Bracelin74% | $180 → $220 | Maintains | Overweight | Get Alert |
| 05/28/2020 | BILL | Buy Now | BILL Holdings | $46.24 | 83.82% | Brent Bracelin74% | → $85 | Upgrade | Neutral → Overweight | Get Alert |
| 05/28/2020 | WDAY | Buy Now | Workday | $244.55 | -25.99% | Brent Bracelin74% | $150 → $181 | Maintains | Neutral | Get Alert |
| 05/28/2020 | BL | Buy Now | BlackLine | $48.81 | 59.8% | Brent Bracelin74% | $69 → $78 | Maintains | Overweight | Get Alert |
| 05/19/2020 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $90 → $160 | Upgrade | Neutral → Overweight | Get Alert |
| 05/14/2020 | BILL | Buy Now | BILL Holdings | $46.24 | 83.82% | Brent Bracelin74% | → $85 | Initiates | → Neutral | Get Alert |
| 05/08/2020 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin74% | $90 → $113 | Maintains | Overweight | Get Alert |
| 05/07/2020 | TWLO | Buy Now | Twilio | $98.98 | 36.39% | Brent Bracelin74% | $90 → $135 | Maintains | Neutral | Get Alert |
| 05/07/2020 | GDDY | Buy Now | GoDaddy | $177.71 | -53.86% | Brent Bracelin74% | $68 → $82 | Maintains | Overweight | Get Alert |
| 05/07/2020 | HUBS | Buy Now | HubSpot | $580.53 | -65.55% | Brent Bracelin74% | $158 → $200 | Maintains | Overweight | Get Alert |
| 05/01/2020 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin74% | — | Downgrade | Overweight → Neutral | Get Alert |
| 03/31/2020 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin74% | $94 → $76 | Maintains | Overweight | Get Alert |
| 03/31/2020 | WDAY | Buy Now | Workday | $244.55 | -38.66% | Brent Bracelin74% | $173 → $150 | Maintains | Neutral | Get Alert |
| 03/31/2020 | VEEV | Buy Now | Veeva Sys | $234.21 | -23.15% | Brent Bracelin74% | $188 → $180 | Maintains | Overweight | Get Alert |
| 03/31/2020 | SHOP | Buy Now | Shopify | $96.01 | 245.81% | Brent Bracelin74% | $54.5 → $33.2 | Maintains | Neutral | Get Alert |
| 03/31/2020 | PLAN | Buy Now | Anaplan | — | — | Brent Bracelin74% | $56 → $38 | Maintains | Overweight | Get Alert |
| 03/31/2020 | MSFT | Buy Now | Microsoft | $377.62 | -49.16% | Brent Bracelin74% | $199 → $192 | Maintains | Overweight | Get Alert |
| 03/31/2020 | HUBS | Buy Now | HubSpot | $580.53 | -72.78% | Brent Bracelin74% | $207 → $158 | Maintains | Overweight | Get Alert |
| 03/31/2020 | GDDY | Buy Now | GoDaddy | $177.71 | -61.74% | Brent Bracelin74% | $88 → $68 | Maintains | Overweight | Get Alert |
| 03/31/2020 | ESTC | Buy Now | Elastic | $91.68 | -28.01% | Brent Bracelin74% | $85 → $66 | Maintains | Overweight | Get Alert |
| 03/31/2020 | CRM | Buy Now | Salesforce | $269.93 | -28.5% | Brent Bracelin74% | $205 → $193 | Maintains | Overweight | Get Alert |
| 03/31/2020 | BL | Buy Now | BlackLine | $48.81 | 33.17% | Brent Bracelin74% | $78 → $65 | Maintains | Overweight | Get Alert |
| 03/31/2020 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $150 → $90 | Maintains | Neutral | Get Alert |
| 03/31/2020 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin74% | $105 → $90 | Maintains | Overweight | Get Alert |
| 03/31/2020 | ADBE | Buy Now | Adobe | $385.25 | -9.15% | Brent Bracelin74% | $355 → $350 | Maintains | Overweight | Get Alert |
| 03/31/2020 | WORK | Buy Now | Slack Technologies | — | — | Brent Bracelin74% | $24 → $31 | Maintains | Overweight | Get Alert |
| 03/31/2020 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin74% | → $130 | Downgrade | Overweight → Neutral | Get Alert |
| 03/31/2020 | TWLO | Buy Now | Twilio | $98.98 | -9.07% | Brent Bracelin74% | $151 → $90 | Downgrade | Overweight → Neutral | Get Alert |
| 03/17/2020 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin74% | $177 → $130 | Maintains | Overweight | Get Alert |
| 02/14/2020 | GDDY | Buy Now | GoDaddy | $177.71 | -50.48% | Brent Bracelin74% | $91 → $88 | Maintains | Overweight | Get Alert |
| 02/14/2020 | BL | Buy Now | BlackLine | $48.81 | 59.8% | Brent Bracelin74% | $60 → $78 | Upgrade | Neutral → Overweight | Get Alert |
| 02/14/2020 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $144 → $150 | Maintains | Neutral | Get Alert |
| 02/14/2020 | VEEV | Buy Now | Veeva Sys | $234.21 | -19.73% | Brent Bracelin74% | → $188 | Initiates | → Overweight | Get Alert |
| 02/13/2020 | HUBS | Buy Now | HubSpot | $580.53 | -64.34% | Brent Bracelin74% | $200 → $207 | Maintains | Overweight | Get Alert |
| 02/06/2020 | PAYC | Buy Now | Paycom Software | $218.75 | 49.49% | Brent Bracelin74% | $314 → $327 | Maintains | Overweight | Get Alert |
| 02/06/2020 | TWLO | Buy Now | Twilio | $98.98 | 52.56% | Brent Bracelin74% | $145 → $151 | Maintains | Overweight | Get Alert |
| 02/03/2020 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $112 → $144 | Maintains | Neutral | Get Alert |
| 01/30/2020 | MSFT | Buy Now | Microsoft | $377.62 | -47.3% | Brent Bracelin74% | $190 → $199 | Maintains | Overweight | Get Alert |
| 01/23/2020 | MSFT | Buy Now | Microsoft | $377.62 | -49.68% | Brent Bracelin74% | $158 → $190 | Maintains | Overweight | Get Alert |
| 01/13/2020 | PAYC | Buy Now | Paycom Software | $218.75 | 43.54% | Brent Bracelin74% | $261 → $314 | Maintains | Overweight | Get Alert |
| 12/13/2019 | ADBE | Buy Now | Adobe | $385.25 | -6.55% | Brent Bracelin74% | $339 → $360 | Maintains | Overweight | Get Alert |
| 11/26/2019 | BL | Buy Now | BlackLine | $48.81 | — | Brent Bracelin74% | — | Initiates | → Neutral | Get Alert |
| 11/26/2019 | BL | Buy Now | BlackLine | $48.81 | — | Brent Bracelin74% | — | Initiates | → Neutral | Get Alert |
| 11/26/2019 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | → $112 | Initiates | → Neutral | Get Alert |
| 11/13/2019 | WDAY | Buy Now | Workday | $244.55 | — | Brent Bracelin74% | — | Assumes | → Neutral | Get Alert |
| 11/13/2019 | ADBE | Buy Now | Adobe | $385.25 | — | Brent Bracelin74% | — | Assumes | → Overweight | Get Alert |
| 11/07/2019 | GDDY | Buy Now | GoDaddy | $177.71 | -48.79% | Brent Bracelin74% | $92 → $91 | Maintains | Overweight | Get Alert |
| 10/30/2019 | PAYC | Buy Now | Paycom Software | $218.75 | 19.31% | Brent Bracelin74% | $275 → $261 | Maintains | Overweight | Get Alert |
| 10/29/2019 | WORK | Buy Now | Slack Technologies | — | — | Brent Bracelin74% | → $30 | Initiates | → Overweight | Get Alert |
| 10/29/2019 | MDB | Buy Now | MongoDB | $177.46 | -10.97% | Brent Bracelin74% | → $158 | Initiates | → Overweight | Get Alert |
| 10/29/2019 | ESTC | Buy Now | Elastic | $91.68 | 1.44% | Brent Bracelin74% | → $93 | Initiates | → Overweight | Get Alert |
| 10/29/2019 | COUP | Buy Now | Coupa Software | — | — | Brent Bracelin74% | → $150 | Initiates | → Overweight | Get Alert |
| 10/29/2019 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin74% | → $93 | Initiates | → Overweight | Get Alert |
| 10/24/2019 | MSFT | Buy Now | Microsoft | $377.62 | -58.16% | Brent Bracelin74% | → $158 | Reinstates | → Overweight | Get Alert |
| 09/25/2019 | PAYC | Buy Now | Paycom Software | $218.75 | — | Brent Bracelin74% | — | Reinstates | → Overweight | Get Alert |
| 08/28/2019 | VEEV | Buy Now | Veeva Sys | $234.21 | -18.88% | Brent Bracelin74% | $172 → $190 | Maintains | Overweight | Get Alert |
| 08/08/2019 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin74% | $74 → $101 | Maintains | Overweight | Get Alert |
| 08/02/2019 | BL | Buy Now | BlackLine | $48.81 | 27.02% | Brent Bracelin74% | $60 → $62 | Maintains | Overweight | Get Alert |
| 08/01/2019 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $123 → $145 | Maintains | Overweight | Get Alert |
| 07/19/2019 | MSFT | Buy Now | Microsoft | $377.62 | -58.95% | Brent Bracelin74% | $143 → $155 | Maintains | Overweight | Get Alert |
| 06/20/2019 | PAYC | Buy Now | Paycom Software | $218.75 | 12.46% | Brent Bracelin74% | $215 → $246 | Maintains | Overweight | Get Alert |
| 06/19/2019 | MDB | Buy Now | MongoDB | $177.46 | 5.94% | Brent Bracelin74% | $165 → $188 | Maintains | Overweight | Get Alert |
| 06/14/2019 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $100 → $123 | Maintains | Overweight | Get Alert |
| 06/07/2019 | DATA | Buy Now | Tableau Software | — | — | Brent Bracelin74% | $158 → $165 | Maintains | Overweight | Get Alert |
| 06/06/2019 | MDB | Buy Now | MongoDB | $177.46 | -7.02% | Brent Bracelin74% | $150 → $165 | Maintains | Overweight | Get Alert |
| 05/30/2019 | VEEV | Buy Now | Veeva Sys | $234.21 | -26.56% | Brent Bracelin74% | $133 → $172 | Maintains | Overweight | Get Alert |
| 05/08/2019 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin74% | $54 → $74 | Maintains | Overweight | Get Alert |
| 05/02/2019 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $85 → $100 | Maintains | Overweight | Get Alert |
| 05/01/2019 | PAYC | Buy Now | Paycom Software | $218.75 | -1.71% | Brent Bracelin74% | $210 → $215 | Maintains | Overweight | Get Alert |
| 04/29/2019 | WIX | Buy Now | Wix.com | $164.41 | — | Brent Bracelin74% | — | Initiates | → Sector Weight | Get Alert |
| 04/25/2019 | MSFT | Buy Now | Microsoft | $377.62 | -62.13% | Brent Bracelin74% | $141 → $143 | Maintains | Overweight | Get Alert |
| 04/17/2019 | PAYC | Buy Now | Paycom Software | $218.75 | -4% | Brent Bracelin74% | $182 → $210 | Maintains | Overweight | Get Alert |
| 04/17/2019 | MSFT | Buy Now | Microsoft | $377.62 | -62.66% | Brent Bracelin74% | $125 → $141 | Maintains | Overweight | Get Alert |
| 04/08/2019 | TLND | Buy Now | Talend | — | — | Brent Bracelin74% | $52 → $65 | Maintains | Overweight | Get Alert |
| 03/25/2019 | BAND | Buy Now | Bandwidth | $13.37 | 460.96% | Brent Bracelin74% | $64 → $75 | Maintains | Overweight | Get Alert |
| 03/15/2019 | ADBE | Buy Now | Adobe | $385.25 | — | Brent Bracelin74% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 03/14/2019 | MDB | Buy Now | MongoDB | $177.46 | -15.47% | Brent Bracelin74% | $100 → $150 | Maintains | Overweight | Get Alert |
| 03/01/2019 | WDAY | Buy Now | Workday | $244.55 | -3.91% | Brent Bracelin74% | $216 → $235 | Maintains | Overweight | Get Alert |
| 02/28/2019 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $74 → $85 | Maintains | Overweight | Get Alert |
| 02/27/2019 | VEEV | Buy Now | Veeva Sys | $234.21 | -43.21% | Brent Bracelin74% | $114 → $133 | Maintains | Overweight | Get Alert |
| 02/21/2019 | WIX | Buy Now | Wix.com | $164.41 | -19.1% | Brent Bracelin74% | $122 → $133 | Maintains | Overweight | Get Alert |
| 02/13/2019 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin74% | $48 → $54 | Maintains | Overweight | Get Alert |
| 02/11/2019 | WDAY | Buy Now | Workday | $244.55 | -11.67% | Brent Bracelin74% | $179 → $216 | Maintains | Overweight | Get Alert |
| 02/06/2019 | PAYC | Buy Now | Paycom Software | $218.75 | -16.8% | Brent Bracelin74% | $133 → $182 | Maintains | Overweight | Get Alert |
| 01/08/2019 | MB | Buy Now | MINDBODY | — | — | Brent Bracelin74% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/08/2019 | EVBG | Buy Now | Everbridge | — | — | Brent Bracelin74% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 12/14/2018 | ADBE | Buy Now | Adobe | $385.25 | -26.8% | Brent Bracelin74% | $286 → $282 | Maintains | Overweight | Get Alert |
| 11/30/2018 | WDAY | Buy Now | Workday | $244.55 | -26.8% | Brent Bracelin74% | $177 → $179 | Maintains | Overweight | Get Alert |
| 11/29/2018 | VEEV | Buy Now | Veeva Sys | $234.21 | -51.33% | Brent Bracelin74% | $108 → $114 | Maintains | Overweight | Get Alert |
| 11/19/2018 | TLND | Buy Now | Talend | — | — | Brent Bracelin74% | $61 → $52 | Maintains | Overweight | Get Alert |
| 11/16/2018 | BL | Buy Now | BlackLine | $48.81 | 14.73% | Brent Bracelin74% | $65 → $56 | Maintains | Overweight | Get Alert |
| 11/14/2018 | WIX | Buy Now | Wix.com | $164.41 | -25.8% | Brent Bracelin74% | $133 → $122 | Maintains | Overweight | Get Alert |
| 11/08/2018 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $61 → $74 | Maintains | Overweight | Get Alert |
| 11/06/2018 | PLAN | Buy Now | Anaplan | — | — | Brent Bracelin74% | → $28 | Initiates | → Overweight | Get Alert |
| 10/26/2018 | ELLI | Buy Now | Ellie Mae | — | — | Brent Bracelin74% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 10/25/2018 | MSFT | Buy Now | Microsoft | $377.62 | -66.9% | Brent Bracelin74% | $123 → $125 | Maintains | Overweight | Get Alert |
| 10/01/2018 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin74% | → $47 | Upgrade | Sector Weight → Overweight | Get Alert |
| 09/18/2018 | BL | Buy Now | BlackLine | $48.81 | 33.17% | Brent Bracelin74% | $52 → $65 | Maintains | Overweight | Get Alert |
| 09/14/2018 | ADBE | Buy Now | Adobe | $385.25 | -25.76% | Brent Bracelin74% | $276 → $286 | Maintains | Overweight | Get Alert |
| 09/06/2018 | MDB | Buy Now | MongoDB | $177.46 | -50.41% | Brent Bracelin74% | $62 → $88 | Maintains | Overweight | Get Alert |
| 09/05/2018 | WDAY | Buy Now | Workday | $244.55 | -27.62% | Brent Bracelin74% | $173 → $177 | Maintains | Overweight | Get Alert |
| 09/04/2018 | SEND | Buy Now | SendGrid | — | — | Brent Bracelin74% | $32 → $42 | Maintains | Overweight | Get Alert |
| 09/04/2018 | BAND | Buy Now | Bandwidth | $13.37 | 378.68% | Brent Bracelin74% | $45 → $64 | Maintains | Overweight | Get Alert |
| 08/30/2018 | WDAY | Buy Now | Workday | $244.55 | -29.26% | Brent Bracelin74% | $145 → $173 | Maintains | Overweight | Get Alert |
| 08/24/2018 | VEEV | Buy Now | Veeva Sys | $234.21 | -57.73% | Brent Bracelin74% | $84 → $99 | Maintains | Overweight | Get Alert |
| 08/09/2018 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $53 → $61 | Maintains | Overweight | Get Alert |
| 08/07/2018 | TLND | Buy Now | Talend | — | — | Brent Bracelin74% | $66 → $61 | Maintains | Overweight | Get Alert |
| 08/03/2018 | DATA | Buy Now | Tableau Software | — | — | Brent Bracelin74% | $125 → $131 | Maintains | Overweight | Get Alert |
| 08/01/2018 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin74% | $58 → $71 | Maintains | Overweight | Get Alert |
| 07/27/2018 | ELLI | Buy Now | Ellie Mae | — | — | Brent Bracelin74% | $130 → $135 | Maintains | Overweight | Get Alert |
| 07/26/2018 | WIX | Buy Now | Wix.com | $164.41 | -19.1% | Brent Bracelin74% | $103 → $133 | Maintains | Overweight | Get Alert |
| 07/20/2018 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $40 → $53 | Maintains | Overweight | Get Alert |
| 07/20/2018 | MSFT | Buy Now | Microsoft | $377.62 | -67.43% | Brent Bracelin74% | $110 → $123 | Maintains | Overweight | Get Alert |
| 07/11/2018 | YEXT | Buy Now | Yext | $6.18 | — | Brent Bracelin74% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 07/11/2018 | DATA | Buy Now | Tableau Software | — | — | Brent Bracelin74% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 07/10/2018 | AVLR | Buy Now | Avalara | — | — | Brent Bracelin74% | — | Initiates | → Sector Weight | Get Alert |
| 06/15/2018 | EVBG | Buy Now | Everbridge | — | — | Brent Bracelin74% | $45 → $58 | Maintains | Overweight | Get Alert |
| 06/07/2018 | MDB | Buy Now | MongoDB | $177.46 | -65.06% | Brent Bracelin74% | $50 → $62 | Maintains | Overweight | Get Alert |
| 06/01/2018 | YEXT | Buy Now | Yext | $6.18 | 191.26% | Brent Bracelin74% | $16 → $18 | Maintains | Overweight | Get Alert |
| 05/21/2018 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 05/14/2018 | MDB | Buy Now | MongoDB | $177.46 | -71.82% | Brent Bracelin74% | → $50 | Initiates | → Overweight | Get Alert |
| 05/08/2018 | EVBG | Buy Now | Everbridge | — | — | Brent Bracelin74% | $39 → $45 | Maintains | Overweight | Get Alert |
| 05/03/2018 | BAND | Buy Now | Bandwidth | $13.37 | 214.14% | Brent Bracelin74% | $31 → $42 | Maintains | Overweight | Get Alert |
| 04/10/2018 | WDAY | Buy Now | Workday | $244.55 | -40.71% | Brent Bracelin74% | $140 → $145 | Maintains | Overweight | Get Alert |
| 03/19/2018 | WIX | Buy Now | Wix.com | $164.41 | -37.35% | Brent Bracelin74% | $85 → $103 | Maintains | Overweight | Get Alert |
| 03/16/2018 | ADBE | Buy Now | Adobe | $385.25 | -34.59% | Brent Bracelin74% | $225 → $252 | Maintains | Overweight | Get Alert |
| 03/13/2018 | MB | Buy Now | MINDBODY | — | — | Brent Bracelin74% | $41 → $47 | Maintains | Overweight | Get Alert |
| 03/13/2018 | PAYC | Buy Now | Paycom Software | $218.75 | -41.94% | Brent Bracelin74% | $105 → $127 | Maintains | Overweight | Get Alert |
| 03/13/2018 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin74% | $43 → $53 | Maintains | Overweight | Get Alert |
| 03/13/2018 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 03/13/2018 | FIVN | Buy Now | Five9 | $27.75 | — | Brent Bracelin74% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 03/12/2018 | BL | Buy Now | BlackLine | $48.81 | 6.54% | Brent Bracelin74% | $46 → $52 | Maintains | Overweight | Get Alert |
| 03/02/2018 | VEEV | Buy Now | Veeva Sys | $234.21 | -65.42% | Brent Bracelin74% | $70 → $81 | Maintains | Overweight | Get Alert |
| 02/28/2018 | WDAY | Buy Now | Workday | $244.55 | -42.75% | Brent Bracelin74% | $131 → $140 | Maintains | Overweight | Get Alert |
| 02/27/2018 | SEND | Buy Now | SendGrid, Inc. Common Stock | — | — | Brent Bracelin74% | $26 → $32 | Maintains | Overweight | Get Alert |
| 02/22/2018 | BAND | Buy Now | Bandwidth | $13.37 | 131.86% | Brent Bracelin74% | $29 → $31 | Maintains | Overweight | Get Alert |
| 02/22/2018 | EVBG | Buy Now | Everbridge | — | — | Brent Bracelin74% | $37 → $39 | Maintains | Overweight | Get Alert |
| 02/22/2018 | FIVN | Buy Now | Five9 | $27.75 | 8.11% | Brent Bracelin74% | $29 → $30 | Maintains | Overweight | Get Alert |
| 02/13/2018 | PAYC | Buy Now | Paycom Software | $218.75 | — | Brent Bracelin74% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 02/09/2018 | ELLI | Buy Now | Ellie Mae | — | — | Brent Bracelin74% | $118 → $120 | Maintains | Overweight | Get Alert |
| 02/07/2018 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin74% | $42 → $43 | Maintains | Overweight | Get Alert |
| 02/05/2018 | ELLI | Buy Now | Ellie Mae | — | — | Brent Bracelin74% | $116 → $118 | Maintains | Overweight | Get Alert |
| 02/01/2018 | MSFT | Buy Now | Microsoft | $377.62 | -70.87% | Brent Bracelin74% | $106 → $110 | Maintains | Overweight | Get Alert |
| 01/04/2018 | DATA | Buy Now | Tableau Software | — | — | Brent Bracelin74% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/04/2018 | WDAY | Buy Now | Workday | $244.55 | -46.43% | Brent Bracelin74% | → $131 | Upgrade | Sector Weight → Overweight | Get Alert |
| 12/11/2017 | SEND | Buy Now | SendGrid | — | — | Brent Bracelin74% | → $26 | Initiates | → Overweight | Get Alert |
| 12/05/2017 | BAND | Buy Now | Bandwidth | $13.37 | 116.9% | Brent Bracelin74% | → $29 | Initiates | → Overweight | Get Alert |
| 11/22/2017 | ADBE | Buy Now | Adobe | $385.25 | -43.93% | Brent Bracelin74% | $178 → $216 | Maintains | Overweight | Get Alert |
| 11/17/2017 | BL | Buy Now | BlackLine | $48.81 | -5.76% | Brent Bracelin74% | $39 → $46 | Maintains | Overweight | Get Alert |
| 11/10/2017 | TLND | Buy Now | Talend | — | — | Brent Bracelin74% | $44 → $53 | Maintains | Overweight | Get Alert |
| 11/10/2017 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | $24 → $29 | Maintains | Overweight | Get Alert |
| 11/09/2017 | WIX | Buy Now | Wix.com | $164.41 | -49.52% | Brent Bracelin74% | $88 → $83 | Maintains | Overweight | Get Alert |
| 11/09/2017 | FIVN | Buy Now | Five9 | $27.75 | 4.5% | Brent Bracelin74% | $27 → $29 | Maintains | Overweight | Get Alert |
| 11/07/2017 | EVBG | Buy Now | Everbridge | — | — | Brent Bracelin74% | $27 → $30 | Maintains | Overweight | Get Alert |
| 10/17/2017 | TYL | Buy Now | Tyler Technologies | $579.66 | — | Brent Bracelin74% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 10/16/2017 | YEXT | Buy Now | Yext | $6.18 | — | Brent Bracelin74% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 10/13/2017 | HUBS | Buy Now | HubSpot | $580.53 | — | Brent Bracelin74% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 09/22/2017 | MB | Buy Now | MINDBODY | — | — | Brent Bracelin74% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 05/05/2017 | MB | Buy Now | MINDBODY | — | — | Brent Bracelin74% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 05/03/2017 | TWLO | Buy Now | Twilio | $98.98 | — | Brent Bracelin74% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 04/18/2017 | AYX | Buy Now | Alteryx | — | — | Brent Bracelin74% | → $20 | Initiates | → Overweight | Get Alert |
| 04/12/2017 | TLND | Buy Now | Talend | — | — | Brent Bracelin74% | → $38 | Initiates | → Overweight | Get Alert |
| 03/17/2017 | FIVN | Buy Now | Five9 | $27.75 | — | Brent Bracelin74% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 01/30/2017 | PAYC | Buy Now | Paycom Software | $218.75 | — | Brent Bracelin74% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/05/2017 | TWLO | Buy Now | Twilio | $98.98 | -63.63% | Brent Bracelin74% | → $36 | Upgrade | Sector Weight → Overweight | Get Alert |
| 09/13/2016 | TYL | Buy Now | Tyler Technologies | $579.66 | -69.29% | Brent Bracelin74% | $176 → $178 | Maintains | Overweight | Get Alert |
| 09/13/2016 | MB | Buy Now | MINDBODY | — | — | Brent Bracelin74% | $20 → $22 | Maintains | Overweight | Get Alert |
| 08/03/2016 | DATA | Buy Now | Tableau Software | — | — | Brent Bracelin74% | $93 → $86 | Maintains | Overweight | Get Alert |
| 07/28/2016 | MB | Buy Now | MINDBODY | — | — | Brent Bracelin74% | $19 → $20 | Maintains | Overweight | Get Alert |
| 07/18/2016 | TWLO | Buy Now | Twilio | $98.98 | — | Brent Bracelin74% | — | Initiates | → Sector Weight | Get Alert |
| 06/01/2016 | ZEN | Buy Now | Zendesk | — | — | Brent Bracelin74% | → $35 | Initiates | → Overweight | Get Alert |
| 06/01/2016 | HUBS | Buy Now | HubSpot | $580.53 | -89.66% | Brent Bracelin74% | → $60 | Initiates | → Overweight | Get Alert |
| 11/04/2015 | PAYC | Buy Now | Paycom Software | $218.75 | -79.43% | Brent Bracelin74% | $41 → $45 | Maintains | Overweight | Get Alert |
| 07/14/2015 | MB | Buy Now | MINDBODY | — | — | Brent Bracelin74% | → $19 | Initiates | → Overweight | Get Alert |
| 07/14/2015 | MB | Buy Now | MINDBODY | — | — | Brent Bracelin74% | → $19 | Initiates | → Overweight | Get Alert |
| 06/17/2015 | ADBE | Buy Now | Adobe | $385.25 | -76.64% | Brent Bracelin74% | $85 → $90 | Maintains | Overweight | Get Alert |
| 08/05/2014 | FIVN | Buy Now | FIVE9, INC. | $27.75 | — | Brent Bracelin74% | — | Downgrade | Outperform → Sector Perform | Get Alert |
| 05/12/2014 | PAYC | Buy Now | Paycom Software | $218.75 | -91.77% | Brent Bracelin74% | → $18 | Initiates | → Outperform | Get Alert |
| 04/29/2014 | FIVN | Buy Now | FIVE9, INC. | $27.75 | -63.96% | Brent Bracelin74% | → $10 | Initiates | → Outperform | Get Alert |
