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Josh Beck's Stock Ratings
Raymond James Analyst
Josh Beck is an analyst at Raymond James. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 05/16/2025
Overall Average Return
20.3%
Smart Score
Overall Average Return Percentile
80th
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 05/08/2025 | UBER | Buy Now | Uber Technologies | $89.90 | 11.23% | Josh Beck77% | $95 → $100 | Maintains | Strong Buy | Get Alert |
| 04/21/2025 | AMZN | Buy Now | Amazon.com | $202.05 | -3.49% | Josh Beck77% | $275 → $195 | Downgrade | Strong Buy → Outperform | Get Alert |
| 03/12/2025 | RDDT | Buy Now | Reddit | $109.20 | 83.15% | Josh Beck77% | $250 → $200 | Maintains | Strong Buy | Get Alert |
| 02/10/2025 | RDDT | Buy Now | Reddit | $109.20 | 128.94% | Josh Beck77% | $200 → $250 | Maintains | Strong Buy | Get Alert |
| 02/07/2025 | AMZN | Buy Now | Amazon.com | $202.05 | 36.1% | Josh Beck77% | $260 → $275 | Maintains | Strong Buy | Get Alert |
| 02/05/2025 | GOOGL | Buy Now | Alphabet | $163.46 | 25.41% | Josh Beck77% | $190 → $205 | Maintains | Outperform | Get Alert |
| 01/30/2025 | META | Buy Now | Meta Platforms | $628.25 | 27.34% | Josh Beck77% | $725 → $800 | Reiterates | Strong Buy → Strong Buy | Get Alert |
| 01/21/2025 | WIX | Buy Now | Wix.com | $180.60 | 66.11% | Josh Beck77% | $225 → $300 | Upgrade | Outperform → Strong Buy | Get Alert |
| 01/21/2025 | RDDT | Buy Now | Reddit | $109.20 | 83.15% | Josh Beck77% | $150 → $200 | Maintains | Strong Buy | Get Alert |
| 01/21/2025 | META | Buy Now | Meta Platforms | $628.25 | 15.4% | Josh Beck77% | $675 → $725 | Maintains | Strong Buy | Get Alert |
| 01/21/2025 | MELI | Buy Now | MercadoLibre | $2.58K | -12.96% | Josh Beck77% | $2250 → $2250 | Upgrade | Outperform → Strong Buy | Get Alert |
| 01/21/2025 | GDDY | Buy Now | GoDaddy | $190.20 | 20.93% | Josh Beck77% | $185 → $230 | Maintains | Strong Buy | Get Alert |
| 01/21/2025 | AMZN | Buy Now | Amazon.com | $202.05 | 28.68% | Josh Beck77% | $230 → $260 | Maintains | Strong Buy | Get Alert |
| 12/05/2024 | AVDX | Buy Now | AvidXchange Holdings | $9.67 | 34.44% | Josh Beck77% | $12 → $13 | Maintains | Overweight | Get Alert |
| 11/25/2024 | META | Buy Now | Meta Platforms | $628.25 | 7.44% | Josh Beck77% | $675 → $675 | Reiterates | Strong Buy → Strong Buy | Get Alert |
| 11/13/2024 | SHOP | Buy Now | Shopify | $108.30 | 20.04% | Josh Beck77% | $80 → $130 | Maintains | Overweight | Get Alert |
| 10/31/2024 | RELY | Buy Now | Remitly Global | $22.68 | -7.41% | Josh Beck77% | $20 → $21 | Maintains | Overweight | Get Alert |
| 10/10/2024 | RDDT | Buy Now | Reddit | $109.20 | -26.74% | Josh Beck77% | $70 → $80 | Maintains | Strong Buy | Get Alert |
| 10/10/2024 | META | Buy Now | Meta Platforms | $628.25 | 3.46% | Josh Beck77% | $600 → $650 | Maintains | Strong Buy | Get Alert |
| 09/27/2024 | MELI | Buy Now | MercadoLibre | $2.58K | -9.09% | Josh Beck77% | → $2350 | Initiates | → Outperform | Get Alert |
| 09/24/2024 | DASH | Buy Now | DoorDash | $199.44 | -22.28% | Josh Beck77% | → $155 | Reinstates | → Outperform | Get Alert |
| 09/24/2024 | LYFT | Buy Now | Lyft | $16.45 | — | Josh Beck77% | — | Reinstates | → Market Perform | Get Alert |
| 09/24/2024 | UBER | Buy Now | Uber Technologies | $89.90 | 0.11% | Josh Beck77% | → $90 | Reinstates | → Strong Buy | Get Alert |
| 09/24/2024 | CART | Buy Now | Maplebear | $45.00 | — | Josh Beck77% | — | Initiates | → Market Perform | Get Alert |
| 08/02/2024 | GDDY | Buy Now | GoDaddy | $190.20 | -7.99% | Josh Beck77% | $150 → $175 | Maintains | Strong Buy | Get Alert |
| 07/31/2024 | RDDT | Buy Now | Reddit | $109.20 | -35.9% | Josh Beck77% | $65 → $70 | Maintains | Strong Buy | Get Alert |
| 06/05/2024 | META | Buy Now | Meta Platforms | $628.25 | -12.46% | Josh Beck77% | $525 → $550 | Maintains | Strong Buy | Get Alert |
| 05/13/2024 | SQSP | Buy Now | Squarespace | — | — | Josh Beck77% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 05/01/2024 | AMZN | Buy Now | Amazon.com | $202.05 | 1.46% | Josh Beck77% | $200 → $205 | Maintains | Strong Buy | Get Alert |
| 04/26/2024 | GOOGL | Buy Now | Alphabet | $163.46 | 22.35% | Josh Beck77% | $160 → $200 | Maintains | Outperform | Get Alert |
| 04/25/2024 | META | Buy Now | Meta Platforms | $628.25 | -16.43% | Josh Beck77% | $550 → $525 | Maintains | Strong Buy | Get Alert |
| 04/15/2024 | RDDT | Buy Now | Reddit | $109.20 | -54.21% | Josh Beck77% | → $50 | Initiates | → Strong Buy | Get Alert |
| 03/27/2024 | ZIP | Buy Now | ZipRecruiter | $5.50 | — | Josh Beck77% | — | Reinstates | → Market Perform | Get Alert |
| 03/27/2024 | LZ | Buy Now | LegalZoom.com | $9.14 | — | Josh Beck77% | — | Reinstates | → Market Perform | Get Alert |
| 03/27/2024 | WIX | Buy Now | Wix.com | $180.60 | -11.41% | Josh Beck77% | → $160 | Reinstates | → Outperform | Get Alert |
| 03/27/2024 | SQSP | Buy Now | Squarespace | — | — | Josh Beck77% | → $40 | Reinstates | → Outperform | Get Alert |
| 03/27/2024 | GDDY | Buy Now | GoDaddy | $190.20 | -21.14% | Josh Beck77% | → $150 | Reinstates | → Strong Buy | Get Alert |
| 03/27/2024 | YELP | Buy Now | Yelp | $39.14 | — | Josh Beck77% | — | Initiates | → Market Perform | Get Alert |
| 02/02/2024 | AMZN | Buy Now | Amazon.com | $202.05 | -1.01% | Josh Beck77% | $185 → $200 | Maintains | Strong Buy | Get Alert |
| 02/02/2024 | META | Buy Now | Meta Platforms | $628.25 | -12.46% | Josh Beck77% | $450 → $550 | Maintains | Strong Buy | Get Alert |
| 01/24/2024 | META | Buy Now | Meta Platforms | $628.25 | -28.37% | Josh Beck77% | $425 → $450 | Maintains | Strong Buy | Get Alert |
| 01/24/2024 | GOOG | Buy Now | Alphabet | $164.85 | -2.94% | Josh Beck77% | $150 → $160 | Maintains | Outperform | Get Alert |
| 01/08/2024 | V | Buy Now | Visa | $362.07 | -17.14% | Josh Beck77% | $275 → $300 | Maintains | Overweight | Get Alert |
| 01/08/2024 | ALKT | Buy Now | Alkami Technology | $31.06 | -16.29% | Josh Beck77% | $21 → $26 | Maintains | Overweight | Get Alert |
| 11/16/2023 | GLBE | Buy Now | Global E Online | $32.51 | 23.02% | Josh Beck77% | $42 → $40 | Maintains | Overweight | Get Alert |
| 10/18/2023 | V | Buy Now | Visa | $362.07 | -24.05% | Josh Beck77% | $265 → $275 | Maintains | Overweight | Get Alert |
| 10/18/2023 | RELY | Buy Now | Remitly Global | $22.68 | 32.28% | Josh Beck77% | $25 → $30 | Maintains | Overweight | Get Alert |
| 10/18/2023 | NU | Buy Now | Nu Holdings | $12.84 | -22.12% | Josh Beck77% | $9 → $10 | Maintains | Overweight | Get Alert |
| 10/18/2023 | MA | Buy Now | Mastercard | $580.47 | -24.2% | Josh Beck77% | $435 → $440 | Maintains | Overweight | Get Alert |
| 09/07/2023 | INTU | Buy Now | Intuit | $670.28 | -10.49% | Josh Beck77% | $535 → $600 | Maintains | Overweight | Get Alert |
| 08/25/2023 | INTU | Buy Now | Intuit | $670.28 | -20.18% | Josh Beck77% | $525 → $535 | Maintains | Overweight | Get Alert |
| 08/09/2023 | GLBE | Buy Now | Global E Online | $32.51 | 29.17% | Josh Beck77% | $40 → $42 | Maintains | Overweight | Get Alert |
| 08/04/2023 | ALKT | Buy Now | Alkami Technology | $31.06 | -38.83% | Josh Beck77% | $15 → $19 | Maintains | Overweight | Get Alert |
| 08/03/2023 | RELY | Buy Now | Remitly Global | $22.68 | 10.23% | Josh Beck77% | $21 → $25 | Maintains | Overweight | Get Alert |
| 08/02/2023 | SPT | Buy Now | Sprout Social | $23.75 | 182.11% | Josh Beck77% | $58 → $67 | Maintains | Overweight | Get Alert |
| 08/02/2023 | GPN | Buy Now | Global Payments | $82.37 | 63.89% | Josh Beck77% | $125 → $135 | Maintains | Overweight | Get Alert |
| 07/18/2023 | INTU | Buy Now | Intuit | $670.28 | -21.67% | Josh Beck77% | $485 → $525 | Maintains | Overweight | Get Alert |
| 07/10/2023 | BILL | Buy Now | BILL Holdings | $45.50 | 207.69% | Josh Beck77% | $110 → $140 | Maintains | Overweight | Get Alert |
| 05/19/2023 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 47.6% | Josh Beck77% | $18 → $16 | Maintains | Overweight | Get Alert |
| 05/08/2023 | ESMT | Buy Now | Engagesmart | — | — | Josh Beck77% | $26 → $20 | Maintains | Overweight | Get Alert |
| 05/05/2023 | GDDY | Buy Now | GoDaddy | $190.20 | -51.63% | Josh Beck77% | $94 → $92 | Maintains | Strong Buy | Get Alert |
| 05/05/2023 | SHOP | Buy Now | Shopify | $108.30 | -39.98% | Josh Beck77% | $55 → $65 | Maintains | Overweight | Get Alert |
| 05/05/2023 | BILL | Buy Now | BILL Holdings | $45.50 | 141.76% | Josh Beck77% | $95 → $110 | Maintains | Overweight | Get Alert |
| 05/04/2023 | TOST | Buy Now | Toast | $43.63 | -42.69% | Josh Beck77% | $24 → $25 | Maintains | Overweight | Get Alert |
| 05/02/2023 | SHOP | Buy Now | Shopify | $108.30 | -49.22% | Josh Beck77% | $53 → $55 | Maintains | Overweight | Get Alert |
| 05/01/2023 | XYZ | Buy Now | Block | $56.70 | 49.91% | Josh Beck77% | $100 → $85 | Maintains | Overweight | Get Alert |
| 04/28/2023 | BILL | Buy Now | BILL Holdings | $45.50 | 108.79% | Josh Beck77% | $100 → $95 | Maintains | Overweight | Get Alert |
| 04/24/2023 | V | Buy Now | Visa | $362.07 | -28.19% | Josh Beck77% | $250 → $260 | Maintains | Overweight | Get Alert |
| 04/24/2023 | MA | Buy Now | Mastercard | $580.47 | -25.92% | Josh Beck77% | $425 → $430 | Maintains | Overweight | Get Alert |
| 04/24/2023 | GPN | Buy Now | Global Payments | $82.37 | 51.75% | Josh Beck77% | $115 → $125 | Maintains | Overweight | Get Alert |
| 04/19/2023 | RELY | Buy Now | Remitly Global | $22.68 | -7.41% | Josh Beck77% | $15 → $21 | Maintains | Overweight | Get Alert |
| 04/17/2023 | INTU | Buy Now | Intuit | $670.28 | -27.64% | Josh Beck77% | $475 → $485 | Maintains | Overweight | Get Alert |
| 04/05/2023 | TOST | Buy Now | Toast | $43.63 | -44.99% | Josh Beck77% | $26 → $24 | Maintains | Overweight | Get Alert |
| 04/05/2023 | MQ | Buy Now | Marqeta | $4.92 | 1.63% | Josh Beck77% | $6 → $5 | Maintains | Overweight | Get Alert |
| 04/05/2023 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 66.05% | Josh Beck77% | $20 → $18 | Maintains | Overweight | Get Alert |
| 04/05/2023 | GLBE | Buy Now | Global E Online | $32.51 | 23.02% | Josh Beck77% | $35 → $40 | Maintains | Overweight | Get Alert |
| 03/29/2023 | SHOP | Buy Now | Shopify | $108.30 | -51.06% | Josh Beck77% | $55 → $53 | Maintains | Overweight | Get Alert |
| 03/29/2023 | INTU | Buy Now | Intuit | $670.28 | -29.13% | Josh Beck77% | $450 → $475 | Maintains | Overweight | Get Alert |
| 03/29/2023 | BILL | Buy Now | BILL Holdings | $45.50 | 119.78% | Josh Beck77% | $125 → $100 | Maintains | Overweight | Get Alert |
| 03/23/2023 | NCNO | Buy Now | Ncino | $23.00 | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 03/23/2023 | ALKT | Buy Now | Alkami Technology | $31.06 | -51.71% | Josh Beck77% | $18 → $15 | Maintains | Overweight | Get Alert |
| 03/01/2023 | MQ | Buy Now | Marqeta | $4.92 | 21.95% | Josh Beck77% | $9 → $6 | Maintains | Overweight | Get Alert |
| 02/23/2023 | GLBE | Buy Now | Global E Online | $32.51 | 7.64% | Josh Beck77% | $30 → $35 | Maintains | Overweight | Get Alert |
| 02/23/2023 | RELY | Buy Now | Remitly Global | $22.68 | -33.86% | Josh Beck77% | $14 → $15 | Maintains | Overweight | Get Alert |
| 02/22/2023 | XYZ | Buy Now | Block | $56.70 | 76.37% | Josh Beck77% | $90 → $100 | Maintains | Overweight | Get Alert |
| 02/17/2023 | TOST | Buy Now | Toast | $43.63 | -40.4% | Josh Beck77% | $30 → $26 | Maintains | Overweight | Get Alert |
| 02/15/2023 | GDDY | Buy Now | GoDaddy | $190.20 | -50.58% | Josh Beck77% | $88 → $94 | Maintains | Strong Buy | Get Alert |
| 02/14/2023 | SHOP | Buy Now | Shopify | $108.30 | -49.22% | Josh Beck77% | $45 → $55 | Maintains | Overweight | Get Alert |
| 02/13/2023 | TOST | Buy Now | Toast | $43.63 | -31.23% | Josh Beck77% | $26 → $30 | Maintains | Overweight | Get Alert |
| 02/10/2023 | ESMT | Buy Now | Engagesmart | — | — | Josh Beck77% | $25 → $26 | Maintains | Overweight | Get Alert |
| 02/09/2023 | NU | Buy Now | Nu Holdings | $12.84 | -53.27% | Josh Beck77% | $5 → $6 | Maintains | Overweight | Get Alert |
| 02/03/2023 | BILL | Buy Now | BILL Holdings | $45.50 | 174.73% | Josh Beck77% | $130 → $125 | Maintains | Overweight | Get Alert |
| 01/30/2023 | BILL | Buy Now | BILL Holdings | $45.50 | 185.71% | Josh Beck77% | $125 → $130 | Maintains | Overweight | Get Alert |
| 01/20/2023 | SQSP | Buy Now | Squarespace | — | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/20/2023 | RSKD | Buy Now | Riskified | $4.76 | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/20/2023 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 84.5% | Josh Beck77% | $22 → $20 | Maintains | Overweight | Get Alert |
| 01/20/2023 | INTU | Buy Now | Intuit | $670.28 | -32.86% | Josh Beck77% | $425 → $450 | Maintains | Overweight | Get Alert |
| 01/20/2023 | BILL | Buy Now | BILL Holdings | $45.50 | 174.73% | Josh Beck77% | $175 → $125 | Maintains | Overweight | Get Alert |
| 01/20/2023 | BIGC | Buy Now | BigCommerce Holdings | $5.10 | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/20/2023 | ALKT | Buy Now | Alkami Technology | $31.06 | -42.05% | Josh Beck77% | $16 → $18 | Maintains | Overweight | Get Alert |
| 01/18/2023 | SPT | Buy Now | Sprout Social | $23.75 | 215.79% | Josh Beck77% | $60 → $75 | Maintains | Overweight | Get Alert |
| 01/18/2023 | ORCL | Buy Now | Oracle | $158.03 | -37.98% | Josh Beck77% | $94 → $98 | Maintains | Overweight | Get Alert |
| 01/18/2023 | OKTA | Buy Now | Okta | $125.88 | -36.45% | Josh Beck77% | $72 → $80 | Maintains | Overweight | Get Alert |
| 01/09/2023 | V | Buy Now | Visa | $362.07 | -42% | Josh Beck77% | → $210 | Upgrade | Sector Weight → Overweight | Get Alert |
| 01/09/2023 | PYPL | Buy Now | PayPal Holdings | $71.50 | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/09/2023 | NU | Buy Now | Nu Holdings | $12.84 | -61.06% | Josh Beck77% | $6 → $5 | Maintains | Overweight | Get Alert |
| 01/09/2023 | MQ | Buy Now | Marqeta | $4.92 | 82.93% | Josh Beck77% | $10 → $9 | Maintains | Overweight | Get Alert |
| 01/09/2023 | MA | Buy Now | Mastercard | $580.47 | -26.78% | Josh Beck77% | → $425 | Upgrade | Sector Weight → Overweight | Get Alert |
| 01/09/2023 | GPN | Buy Now | Global Payments | $82.37 | 39.61% | Josh Beck77% | $140 → $115 | Maintains | Overweight | Get Alert |
| 01/09/2023 | FIS | Buy Now | Fidelity National Info | $79.93 | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/04/2023 | INTU | Buy Now | Intuit | $670.28 | -36.59% | Josh Beck77% | $400 → $425 | Maintains | Overweight | Get Alert |
| 12/14/2022 | COUP | Buy Now | Coupa Software | — | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 12/12/2022 | COIN | Buy Now | Coinbase Glb | $260.50 | — | Josh Beck77% | — | Initiates | → Sector Weight | Get Alert |
| 12/01/2022 | NCNO | Buy Now | Ncino | $23.00 | 30.43% | Josh Beck77% | $35 → $30 | Maintains | Overweight | Get Alert |
| 11/30/2022 | INTU | Buy Now | Intuit | $670.28 | -40.32% | Josh Beck77% | $450 → $400 | Maintains | Overweight | Get Alert |
| 11/28/2022 | INTU | Buy Now | Intuit | $670.28 | -32.86% | Josh Beck77% | $525 → $450 | Maintains | Overweight | Get Alert |
| 11/17/2022 | GLBE | Buy Now | Global E Online | $32.51 | -7.73% | Josh Beck77% | $40 → $30 | Maintains | Overweight | Get Alert |
| 11/11/2022 | TOST | Buy Now | Toast | $43.63 | -40.4% | Josh Beck77% | $25 → $26 | Maintains | Overweight | Get Alert |
| 11/10/2022 | MQ | Buy Now | Marqeta | $4.92 | 103.25% | Josh Beck77% | $12 → $10 | Maintains | Overweight | Get Alert |
| 11/10/2022 | RSKD | Buy Now | Riskified | $4.76 | 5.04% | Josh Beck77% | $6 → $5 | Maintains | Overweight | Get Alert |
| 11/09/2022 | SQSP | Buy Now | Squarespace | — | — | Josh Beck77% | $25 → $22 | Maintains | Overweight | Get Alert |
| 11/07/2022 | PYPL | Buy Now | PayPal Holdings | $71.50 | 39.86% | Josh Beck77% | $115 → $100 | Maintains | Overweight | Get Alert |
| 11/07/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.10 | 194.12% | Josh Beck77% | $25 → $15 | Maintains | Overweight | Get Alert |
| 11/04/2022 | GDDY | Buy Now | GoDaddy | $190.20 | -53.73% | Josh Beck77% | $100 → $88 | Maintains | Strong Buy | Get Alert |
| 11/04/2022 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 102.95% | Josh Beck77% | $25 → $22 | Maintains | Overweight | Get Alert |
| 11/04/2022 | BILL | Buy Now | BILL Holdings | $45.50 | 284.62% | Josh Beck77% | $200 → $175 | Maintains | Overweight | Get Alert |
| 10/24/2022 | SHOP | Buy Now | Shopify | $108.30 | -58.45% | Josh Beck77% | $50 → $45 | Maintains | Overweight | Get Alert |
| 10/06/2022 | BTRS | Buy Now | BTRS Holdings | — | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 09/23/2022 | GPN | Buy Now | Global Payments | $82.37 | 69.96% | Josh Beck77% | $165 → $140 | Maintains | Overweight | Get Alert |
| 09/23/2022 | FIS | Buy Now | Fidelity National Info | $79.93 | 43.88% | Josh Beck77% | $135 → $115 | Maintains | Overweight | Get Alert |
| 09/02/2022 | NCNO | Buy Now | Ncino | $23.00 | 52.17% | Josh Beck77% | $40 → $35 | Maintains | Overweight | Get Alert |
| 08/30/2022 | COUP | Buy Now | Coupa Software | — | — | Josh Beck77% | $75 → $70 | Maintains | Overweight | Get Alert |
| 08/24/2022 | INTU | Buy Now | Intuit | $670.28 | -21.67% | Josh Beck77% | $475 → $525 | Maintains | Overweight | Get Alert |
| 08/19/2022 | BILL | Buy Now | BILL Holdings | $45.50 | 339.56% | Josh Beck77% | $150 → $200 | Maintains | Overweight | Get Alert |
| 08/17/2022 | GLBE | Buy Now | Global E Online | $32.51 | 23.02% | Josh Beck77% | $30 → $40 | Maintains | Overweight | Get Alert |
| 08/12/2022 | TOST | Buy Now | Toast | $43.63 | -42.69% | Josh Beck77% | $18 → $25 | Maintains | Overweight | Get Alert |
| 08/11/2022 | MQ | Buy Now | Marqeta | $4.92 | 143.9% | Josh Beck77% | $11 → $12 | Maintains | Overweight | Get Alert |
| 08/10/2022 | BTRS | Buy Now | BTRS Holdings | — | — | Josh Beck77% | $6 → $7 | Maintains | Overweight | Get Alert |
| 08/05/2022 | ESMT | Buy Now | Engagesmart | — | — | Josh Beck77% | $20 → $25 | Maintains | Overweight | Get Alert |
| 08/04/2022 | GDDY | Buy Now | GoDaddy | $190.20 | -47.42% | Josh Beck77% | $108 → $100 | Maintains | Strong Buy | Get Alert |
| 08/04/2022 | RELY | Buy Now | Remitly Global | $22.68 | -38.27% | Josh Beck77% | $13 → $14 | Maintains | Overweight | Get Alert |
| 08/03/2022 | PYPL | Buy Now | PayPal Holdings | $71.50 | 60.84% | Josh Beck77% | $100 → $115 | Maintains | Overweight | Get Alert |
| 08/02/2022 | RELY | Buy Now | Remitly Global | $22.68 | -42.68% | Josh Beck77% | $23 → $13 | Maintains | Overweight | Get Alert |
| 08/01/2022 | MQ | Buy Now | Marqeta | $4.92 | 123.58% | Josh Beck77% | $10 → $11 | Maintains | Overweight | Get Alert |
| 07/26/2022 | SQSP | Buy Now | Squarespace | — | — | Josh Beck77% | $30 → $25 | Maintains | Overweight | Get Alert |
| 07/25/2022 | INTU | Buy Now | Intuit | $670.28 | -29.13% | Josh Beck77% | $450 → $475 | Maintains | Overweight | Get Alert |
| 07/21/2022 | PYPL | Buy Now | PayPal Holdings | $71.50 | 39.86% | Josh Beck77% | $125 → $100 | Maintains | Overweight | Get Alert |
| 07/21/2022 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 130.63% | Josh Beck77% | $30 → $25 | Maintains | Overweight | Get Alert |
| 07/07/2022 | XYZ | Buy Now | Block | $56.70 | 41.09% | Josh Beck77% | $180 → $80 | Maintains | Overweight | Get Alert |
| 07/07/2022 | WELL | Buy Now | Welltower | $148.72 | -36.12% | Josh Beck77% | $98 → $95 | Maintains | Overweight | Get Alert |
| 07/07/2022 | VTR | Buy Now | Ventas | $65.59 | -8.52% | Josh Beck77% | $65 → $60 | Maintains | Overweight | Get Alert |
| 07/07/2022 | TOST | Buy Now | Toast | $43.63 | -58.74% | Josh Beck77% | $25 → $18 | Maintains | Overweight | Get Alert |
| 07/07/2022 | SHOP | Buy Now | Shopify | $108.30 | -53.83% | Josh Beck77% | $65 → $50 | Maintains | Overweight | Get Alert |
| 07/07/2022 | RSKD | Buy Now | Riskified | $4.76 | 26.05% | Josh Beck77% | $7 → $6 | Maintains | Overweight | Get Alert |
| 07/07/2022 | NCNO | Buy Now | Ncino | $23.00 | 73.91% | Josh Beck77% | $45 → $40 | Maintains | Overweight | Get Alert |
| 07/07/2022 | MSFT | Buy Now | Microsoft | $449.56 | -26.59% | Josh Beck77% | $373 → $330 | Maintains | Overweight | Get Alert |
| 07/07/2022 | MPW | Buy Now | Medical Properties Trust | $5.03 | 257.85% | Josh Beck77% | $23 → $18 | Maintains | Overweight | Get Alert |
| 07/07/2022 | LTC | Buy Now | LTC Properties | $35.99 | 16.7% | Josh Beck77% | $40 → $42 | Maintains | Overweight | Get Alert |
| 07/07/2022 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 176.75% | Josh Beck77% | $35 → $30 | Maintains | Overweight | Get Alert |
| 07/07/2022 | INTU | Buy Now | Intuit | $670.28 | -32.86% | Josh Beck77% | $500 → $450 | Maintains | Overweight | Get Alert |
| 07/07/2022 | GLBE | Buy Now | Global E Online | $32.51 | -7.73% | Josh Beck77% | $25 → $30 | Maintains | Overweight | Get Alert |
| 07/07/2022 | ESMT | Buy Now | Engagesmart | — | — | Josh Beck77% | $25 → $20 | Maintains | Overweight | Get Alert |
| 07/07/2022 | CTRE | Buy Now | CareTrust REIT | $29.18 | -28.03% | Josh Beck77% | $23 → $21 | Maintains | Overweight | Get Alert |
| 07/07/2022 | COUP | Buy Now | Coupa Software | — | — | Josh Beck77% | $100 → $75 | Maintains | Overweight | Get Alert |
| 07/07/2022 | VTEX | Buy Now | Vtex | $6.29 | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 07/07/2022 | BTRS | Buy Now | BTRS Holdings | — | — | Josh Beck77% | $8 → $6 | Maintains | Overweight | Get Alert |
| 07/07/2022 | BLND | Buy Now | Blend Labs | $3.66 | 36.61% | Josh Beck77% | → $5 | Downgrade | Overweight → Sector Weight | Get Alert |
| 07/07/2022 | BILL | Buy Now | BILL Holdings | $45.50 | 229.67% | Josh Beck77% | $175 → $150 | Maintains | Overweight | Get Alert |
| 07/07/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.10 | 390.2% | Josh Beck77% | $28 → $25 | Maintains | Overweight | Get Alert |
| 07/07/2022 | ALKT | Buy Now | Alkami Technology | $31.06 | -42.05% | Josh Beck77% | $20 → $18 | Maintains | Overweight | Get Alert |
| 06/07/2022 | COUP | Buy Now | Coupa Software | — | — | Josh Beck77% | $125 → $100 | Maintains | Overweight | Get Alert |
| 06/02/2022 | NCNO | Buy Now | Ncino | $23.00 | 95.65% | Josh Beck77% | $60 → $45 | Maintains | Overweight | Get Alert |
| 05/31/2022 | BILL | Buy Now | BILL Holdings | $45.50 | 284.62% | Josh Beck77% | $225 → $175 | Maintains | Overweight | Get Alert |
| 05/25/2022 | INTU | Buy Now | Intuit | $670.28 | -25.4% | Josh Beck77% | $600 → $500 | Maintains | Overweight | Get Alert |
| 05/20/2022 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 222.88% | Josh Beck77% | $40 → $35 | Maintains | Overweight | Get Alert |
| 05/17/2022 | GLBE | Buy Now | Global E Online | $32.51 | -23.11% | Josh Beck77% | $45 → $25 | Maintains | Overweight | Get Alert |
| 05/13/2022 | VTEX | Buy Now | Vtex | $6.29 | 27.19% | Josh Beck77% | $10 → $8 | Maintains | Overweight | Get Alert |
| 05/13/2022 | NU | Buy Now | Nu Holdings | $12.84 | -53.27% | Josh Beck77% | $12 → $6 | Maintains | Overweight | Get Alert |
| 05/12/2022 | MQ | Buy Now | Marqeta | $4.92 | 103.25% | Josh Beck77% | $15 → $10 | Maintains | Overweight | Get Alert |
| 05/10/2022 | TOST | Buy Now | Toast | $43.63 | -42.69% | Josh Beck77% | $30 → $25 | Maintains | Overweight | Get Alert |
| 05/10/2022 | MQ | Buy Now | Marqeta | $4.92 | 204.88% | Josh Beck77% | $20 → $15 | Maintains | Overweight | Get Alert |
| 05/06/2022 | BILL | Buy Now | BILL Holdings | $45.50 | 394.51% | Josh Beck77% | $250 → $225 | Maintains | Overweight | Get Alert |
| 05/06/2022 | RELY | Buy Now | Remitly Global | $22.68 | 1.41% | Josh Beck77% | $28 → $23 | Maintains | Overweight | Get Alert |
| 05/05/2022 | GDDY | Buy Now | GoDaddy | $190.20 | -43.22% | Josh Beck77% | $107 → $108 | Maintains | Strong Buy | Get Alert |
| 05/03/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.10 | 449.02% | Josh Beck77% | $30 → $28 | Maintains | Overweight | Get Alert |
| 05/02/2022 | SHOP | Buy Now | Shopify | $108.30 | 500.18% | Josh Beck77% | $1000 → $650 | Maintains | Overweight | Get Alert |
| 04/28/2022 | PYPL | Buy Now | PayPal Holdings | $71.50 | 74.83% | Josh Beck77% | $200 → $125 | Maintains | Overweight | Get Alert |
| 04/25/2022 | WKME | Buy Now | WalkMe | — | — | Josh Beck77% | $23 → $20 | Maintains | Overweight | Get Alert |
| 04/04/2022 | XYZ | Buy Now | Block | $56.70 | 217.46% | Josh Beck77% | $175 → $180 | Maintains | Overweight | Get Alert |
| 04/01/2022 | BLND | Buy Now | Blend Labs | $3.66 | 63.93% | Josh Beck77% | $10 → $6 | Maintains | Overweight | Get Alert |
| 03/28/2022 | GPN | Buy Now | Global Payments | $82.37 | 100.32% | Josh Beck77% | $175 → $165 | Maintains | Overweight | Get Alert |
| 03/28/2022 | FIS | Buy Now | Fidelity National Info | $79.93 | 68.9% | Josh Beck77% | $150 → $135 | Maintains | Overweight | Get Alert |
| 03/16/2022 | GLBE | Buy Now | Global E Online | $32.51 | 38.4% | Josh Beck77% | $55 → $45 | Maintains | Overweight | Get Alert |
| 03/16/2022 | ESMT | Buy Now | Engagesmart | — | — | Josh Beck77% | $30 → $25 | Maintains | Overweight | Get Alert |
| 03/15/2022 | COUP | Buy Now | Coupa Software | — | — | Josh Beck77% | $175 → $125 | Maintains | Overweight | Get Alert |
| 03/10/2022 | MQ | Buy Now | Marqeta | $4.92 | 306.5% | Josh Beck77% | $25 → $20 | Maintains | Overweight | Get Alert |
| 03/08/2022 | SQSP | Buy Now | Squarespace | — | — | Josh Beck77% | $35 → $30 | Maintains | Overweight | Get Alert |
| 03/01/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.10 | 488.24% | Josh Beck77% | $40 → $30 | Maintains | Overweight | Get Alert |
| 03/01/2022 | COUP | Buy Now | Coupa Software | — | — | Josh Beck77% | $200 → $175 | Maintains | Overweight | Get Alert |
| 02/28/2022 | INTU | Buy Now | Intuit | $670.28 | -10.49% | Josh Beck77% | $700 → $600 | Maintains | Overweight | Get Alert |
| 02/24/2022 | TOST | Buy Now | Toast | $43.63 | -31.23% | Josh Beck77% | $35 → $30 | Maintains | Overweight | Get Alert |
| 02/23/2022 | XYZ | Buy Now | Block | $56.70 | 208.64% | Josh Beck77% | $225 → $175 | Maintains | Overweight | Get Alert |
| 02/17/2022 | SHOP | Buy Now | Shopify | $108.30 | 823.36% | Josh Beck77% | $1150 → $1000 | Maintains | Overweight | Get Alert |
| 02/17/2022 | GLBE | Buy Now | Global E Online | $32.51 | 69.15% | Josh Beck77% | $50 → $55 | Maintains | Overweight | Get Alert |
| 02/16/2022 | ESMT | Buy Now | Engagesmart | — | — | Josh Beck77% | $25 → $30 | Maintains | Overweight | Get Alert |
| 02/15/2022 | TOST | Buy Now | Toast | $43.63 | -19.77% | Josh Beck77% | $30 → $35 | Maintains | Overweight | Get Alert |
| 02/15/2022 | SHOP | Buy Now | Shopify | $108.30 | 961.87% | Josh Beck77% | $1250 → $1150 | Maintains | Overweight | Get Alert |
| 02/11/2022 | GDDY | Buy Now | GoDaddy | $190.20 | -43.74% | Josh Beck77% | $100 → $107 | Maintains | Strong Buy | Get Alert |
| 02/04/2022 | BILL | Buy Now | BILL Holdings | $45.50 | 449.45% | Josh Beck77% | $225 → $250 | Maintains | Overweight | Get Alert |
| 02/03/2022 | BILL | Buy Now | BILL Holdings | $45.50 | 394.51% | Josh Beck77% | $200 → $225 | Maintains | Overweight | Get Alert |
| 02/02/2022 | PYPL | Buy Now | PayPal Holdings | $71.50 | 179.72% | Josh Beck77% | $250 → $200 | Maintains | Overweight | Get Alert |
| 01/25/2022 | VTEX | Buy Now | Vtex | $6.29 | 58.98% | Josh Beck77% | $25 → $10 | Maintains | Overweight | Get Alert |
| 01/25/2022 | TOST | Buy Now | Toast | $43.63 | -31.23% | Josh Beck77% | $65 → $30 | Maintains | Overweight | Get Alert |
| 01/25/2022 | SQSP | Buy Now | Squarespace | — | — | Josh Beck77% | $50 → $35 | Maintains | Overweight | Get Alert |
| 01/25/2022 | SHOP | Buy Now | Shopify | $108.30 | 1054.2% | Josh Beck77% | $1750 → $1250 | Maintains | Overweight | Get Alert |
| 01/25/2022 | PCTY | Buy Now | Paylocity Holding | $201.04 | 11.92% | Josh Beck77% | $325 → $225 | Maintains | Overweight | Get Alert |
| 01/25/2022 | PAYC | Buy Now | Paycom Software | $259.70 | 54.02% | Josh Beck77% | $575 → $400 | Maintains | Overweight | Get Alert |
| 01/25/2022 | NCNO | Buy Now | Ncino | $23.00 | 160.87% | Josh Beck77% | $75 → $60 | Maintains | Overweight | Get Alert |
| 01/25/2022 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 269% | Josh Beck77% | $100 → $40 | Maintains | Overweight | Get Alert |
| 01/25/2022 | INTU | Buy Now | Intuit | $670.28 | 4.43% | Josh Beck77% | $750 → $700 | Maintains | Overweight | Get Alert |
| 01/25/2022 | GLBE | Buy Now | Global E Online | $32.51 | 53.78% | Josh Beck77% | $80 → $50 | Maintains | Overweight | Get Alert |
| 01/25/2022 | ESMT | Buy Now | Engagesmart | — | — | Josh Beck77% | $40 → $25 | Maintains | Overweight | Get Alert |
| 01/25/2022 | COUP | Buy Now | Coupa Software | — | — | Josh Beck77% | $225 → $200 | Maintains | Overweight | Get Alert |
| 01/25/2022 | BTRS | Buy Now | BTRS Holdings | — | — | Josh Beck77% | $12 → $8 | Maintains | Overweight | Get Alert |
| 01/25/2022 | BLND | Buy Now | Blend Labs | $3.66 | 173.22% | Josh Beck77% | $16 → $10 | Maintains | Overweight | Get Alert |
| 01/25/2022 | BILL | Buy Now | BILL Holdings | $45.50 | 339.56% | Josh Beck77% | $375 → $200 | Maintains | Overweight | Get Alert |
| 01/25/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.10 | 684.31% | Josh Beck77% | $75 → $40 | Maintains | Overweight | Get Alert |
| 01/25/2022 | ALKT | Buy Now | Alkami Technology | $31.06 | -35.61% | Josh Beck77% | $35 → $20 | Maintains | Overweight | Get Alert |
| 01/25/2022 | QTWO | Buy Now | Q2 Holdings | $91.01 | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/25/2022 | PLAN | Buy Now | Anaplan | — | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/25/2022 | BL | Buy Now | BlackLine | $55.54 | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/14/2022 | XYZ | Buy Now | Block | $56.70 | 296.83% | Josh Beck77% | $300 → $225 | Maintains | Overweight | Get Alert |
| 01/14/2022 | FI | Buy Now | Fiserv | $163.44 | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/14/2022 | RSKD | Buy Now | Riskified | $4.76 | 110.08% | Josh Beck77% | $18 → $10 | Maintains | Overweight | Get Alert |
| 01/14/2022 | RELY | Buy Now | Remitly Global | $22.68 | 54.32% | Josh Beck77% | $48 → $35 | Maintains | Overweight | Get Alert |
| 01/14/2022 | PYPL | Buy Now | PayPal Holdings | $71.50 | 249.65% | Josh Beck77% | $325 → $250 | Maintains | Overweight | Get Alert |
| 01/14/2022 | MQ | Buy Now | Marqeta | $4.92 | 408.13% | Josh Beck77% | $38 → $25 | Maintains | Overweight | Get Alert |
| 01/14/2022 | GPN | Buy Now | Global Payments | $82.37 | 112.46% | Josh Beck77% | $225 → $175 | Maintains | Overweight | Get Alert |
| 01/14/2022 | FIS | Buy Now | Fidelity National Info | $79.93 | 87.66% | Josh Beck77% | $175 → $150 | Maintains | Overweight | Get Alert |
| 01/14/2022 | PAGS | Buy Now | PagSeguro Digital | $8.82 | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/03/2022 | NU | Buy Now | Nu Holdings | $12.84 | -6.54% | Josh Beck77% | → $12 | Initiates | → Overweight | Get Alert |
| 12/07/2021 | COUP | Buy Now | Coupa Software | — | — | Josh Beck77% | $300 → $225 | Maintains | Overweight | Get Alert |
| 12/02/2021 | NCNO | Buy Now | Ncino | $23.00 | 226.09% | Josh Beck77% | $80 → $75 | Maintains | Overweight | Get Alert |
| 11/24/2021 | PLAN | Buy Now | Anaplan | — | — | Josh Beck77% | $80 → $60 | Maintains | Overweight | Get Alert |
| 11/19/2021 | INTU | Buy Now | Intuit | $670.28 | 11.89% | Josh Beck77% | $625 → $750 | Maintains | Overweight | Get Alert |
| 11/15/2021 | PAGS | Buy Now | PagSeguro Digital | $8.82 | 410.2% | Josh Beck77% | $65 → $45 | Maintains | Overweight | Get Alert |
| 11/12/2021 | BTRS | Buy Now | BTRS Holdings | — | — | Josh Beck77% | $16 → $12 | Maintains | Overweight | Get Alert |
| 11/12/2021 | BLND | Buy Now | Blend Labs | $3.66 | 337.16% | Josh Beck77% | $22 → $16 | Maintains | Overweight | Get Alert |
| 11/09/2021 | PYPL | Buy Now | PayPal Holdings | $71.50 | 354.55% | Josh Beck77% | $335 → $325 | Maintains | Overweight | Get Alert |
| 11/08/2021 | QTWO | Buy Now | Q2 Holdings | $91.01 | 9.88% | Josh Beck77% | $135 → $100 | Maintains | Overweight | Get Alert |
| 11/08/2021 | PCTY | Buy Now | Paylocity Holding | $201.04 | 61.66% | Josh Beck77% | $255 → $325 | Maintains | Overweight | Get Alert |
| 11/08/2021 | ALKT | Buy Now | Alkami Technology | $31.06 | 12.69% | Josh Beck77% | $50 → $35 | Maintains | Overweight | Get Alert |
| 11/05/2021 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 822.51% | Josh Beck77% | $110 → $100 | Maintains | Overweight | Get Alert |
| 11/05/2021 | BILL | Buy Now | BILL Holdings | $45.50 | 724.18% | Josh Beck77% | $275 → $375 | Maintains | Overweight | Get Alert |
| 11/04/2021 | GDDY | Buy Now | GoDaddy | $190.20 | -47.42% | Josh Beck77% | $108 → $100 | Maintains | Strong Buy | Get Alert |
| 11/04/2021 | PAYC | Buy Now | Paycom Software | $259.70 | 121.41% | Josh Beck77% | $475 → $575 | Maintains | Overweight | Get Alert |
| 11/02/2021 | RSKD | Buy Now | Riskified | $4.76 | 425.21% | Josh Beck77% | $35 → $25 | Maintains | Overweight | Get Alert |
| 11/02/2021 | MQ | Buy Now | Marqeta | $4.92 | 672.36% | Josh Beck77% | $35 → $38 | Maintains | Overweight | Get Alert |
| 10/21/2021 | VTEX | Buy Now | Vtex | $6.29 | 376.95% | Josh Beck77% | $35 → $30 | Maintains | Overweight | Get Alert |
| 10/21/2021 | SQSP | Buy Now | Squarespace | — | — | Josh Beck77% | $60 → $50 | Maintains | Overweight | Get Alert |
| 10/18/2021 | ESMT | Buy Now | Engagesmart | — | — | Josh Beck77% | → $40 | Initiates | → Overweight | Get Alert |
| 10/18/2021 | RELY | Buy Now | Remitly Global | $22.68 | 111.64% | Josh Beck77% | → $48 | Initiates | → Overweight | Get Alert |
| 10/18/2021 | TOST | Buy Now | Toast | $43.63 | 49% | Josh Beck77% | → $65 | Initiates | → Overweight | Get Alert |
| 09/02/2021 | PLAN | Buy Now | Anaplan | — | — | Josh Beck77% | $60 → $80 | Maintains | Overweight | Get Alert |
| 08/27/2021 | BILL | Buy Now | BILL Holdings | $45.50 | 504.4% | Josh Beck77% | $175 → $275 | Maintains | Overweight | Get Alert |
| 08/26/2021 | INTU | Buy Now | Intuit | $670.28 | -6.76% | Josh Beck77% | $475 → $625 | Maintains | Overweight | Get Alert |
| 08/23/2021 | RSKD | Buy Now | Riskified | $4.76 | 635.29% | Josh Beck77% | → $35 | Initiates | → Overweight | Get Alert |
| 08/20/2021 | BLND | Buy Now | Blend Labs | $3.66 | 501.09% | Josh Beck77% | $25 → $22 | Maintains | Overweight | Get Alert |
| 08/17/2021 | GLBE | Buy Now | Global E Online | $32.51 | 146.04% | Josh Beck77% | $75 → $80 | Maintains | Overweight | Get Alert |
| 08/16/2021 | VTEX | Buy Now | Vtex | $6.29 | 456.44% | Josh Beck77% | → $35 | Initiates | → Overweight | Get Alert |
| 08/12/2021 | WIX | Buy Now | Wix.com | $180.60 | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 08/12/2021 | BTRS | Buy Now | BTRS Holdings | — | — | Josh Beck77% | $18 → $16 | Maintains | Overweight | Get Alert |
| 08/10/2021 | BLND | Buy Now | Blend Labs | $3.66 | 583.06% | Josh Beck77% | → $25 | Initiates | → Overweight | Get Alert |
| 08/10/2021 | SQSP | Buy Now | Squarespace | — | — | Josh Beck77% | $70 → $60 | Maintains | Overweight | Get Alert |
| 08/09/2021 | PCTY | Buy Now | Paylocity Holding | $201.04 | 26.84% | Josh Beck77% | $220 → $255 | Maintains | Overweight | Get Alert |
| 08/06/2021 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 914.76% | Josh Beck77% | $100 → $110 | Maintains | Overweight | Get Alert |
| 08/05/2021 | GDDY | Buy Now | GoDaddy | $190.20 | -43.22% | Josh Beck77% | $107 → $108 | Maintains | Strong Buy | Get Alert |
| 07/28/2021 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 822.51% | Josh Beck77% | $85 → $100 | Maintains | Overweight | Get Alert |
| 07/28/2021 | SHOP | Buy Now | Shopify | $108.30 | 1515.88% | Josh Beck77% | $1650 → $1750 | Maintains | Overweight | Get Alert |
| 07/28/2021 | PYPL | Buy Now | PayPal Holdings | $71.50 | 368.53% | Josh Beck77% | $310 → $335 | Maintains | Overweight | Get Alert |
| 07/28/2021 | GLBE | Buy Now | Global E Online | $32.51 | 130.66% | Josh Beck77% | $42 → $75 | Maintains | Overweight | Get Alert |
| 07/16/2021 | COUP | Buy Now | Coupa Software | — | — | Josh Beck77% | $350 → $300 | Maintains | Overweight | Get Alert |
| 07/15/2021 | PLAN | Buy Now | Anaplan | — | — | Josh Beck77% | $55 → $60 | Maintains | Overweight | Get Alert |
| 07/06/2021 | MQ | Buy Now | Marqeta | $4.92 | 611.38% | Josh Beck77% | → $35 | Initiates | → Overweight | Get Alert |
| 06/14/2021 | SQSP | Buy Now | Squarespace | — | — | Josh Beck77% | → $70 | Initiates | → Overweight | Get Alert |
| 06/08/2021 | COUP | Buy Now | Coupa Software | — | — | Josh Beck77% | $400 → $350 | Maintains | Overweight | Get Alert |
| 06/07/2021 | GLBE | Buy Now | Global E Online | $32.51 | 29.17% | Josh Beck77% | → $42 | Initiates | → Overweight | Get Alert |
| 05/26/2021 | INTU | Buy Now | Intuit | $670.28 | -29.13% | Josh Beck77% | $450 → $475 | Maintains | Overweight | Get Alert |
| 05/13/2021 | BTRS | Buy Now | BTRS Holdings | — | — | Josh Beck77% | $20 → $18 | Maintains | Overweight | Get Alert |
| 05/11/2021 | WIX | Buy Now | Wix.com | $180.60 | 107.64% | Josh Beck77% | $350 → $375 | Maintains | Overweight | Get Alert |
| 05/10/2021 | ALKT | Buy Now | Alkami Technology | $31.06 | 60.98% | Josh Beck77% | → $50 | Initiates | → Overweight | Get Alert |
| 05/10/2021 | PCTY | Buy Now | Paylocity Holding | $201.04 | 9.43% | Josh Beck77% | $230 → $220 | Maintains | Overweight | Get Alert |
| 05/07/2021 | BILL | Buy Now | BILL Holdings | $45.50 | 284.62% | Josh Beck77% | $165 → $175 | Maintains | Overweight | Get Alert |
| 05/05/2021 | XYZ | Buy Now | Block | $56.70 | 429.1% | Josh Beck77% | $275 → $300 | Maintains | Overweight | Get Alert |
| 05/05/2021 | PAYC | Buy Now | Paycom Software | $259.70 | 82.9% | Josh Beck77% | $500 → $475 | Maintains | Overweight | Get Alert |
| 03/19/2021 | BTRS | Buy Now | BTRS Holdings | — | — | Josh Beck77% | → $20 | Initiates | → Overweight | Get Alert |
| 03/18/2021 | WIX | Buy Now | Wix.com | $180.60 | 93.8% | Josh Beck77% | $325 → $350 | Maintains | Overweight | Get Alert |
| 02/24/2021 | BIGC | Buy Now | BigCommerce Holdings | $5.10 | 1370.59% | Josh Beck77% | → $75 | Upgrade | Sector Weight → Overweight | Get Alert |
| 02/19/2021 | QTWO | Buy Now | Q2 Holdings | $91.01 | 70.31% | Josh Beck77% | $140 → $155 | Maintains | Overweight | Get Alert |
| 02/12/2021 | GDDY | Buy Now | GoDaddy | $190.20 | -43.74% | Josh Beck77% | $96 → $107 | Maintains | Strong Buy | Get Alert |
| 02/12/2021 | PYPL | Buy Now | PayPal Holdings | $71.50 | 333.57% | Josh Beck77% | $300 → $310 | Maintains | Overweight | Get Alert |
| 02/12/2021 | BL | Buy Now | BlackLine | $55.54 | 179.08% | Josh Beck77% | $145 → $155 | Maintains | Overweight | Get Alert |
| 02/11/2021 | PAYC | Buy Now | Paycom Software | $259.70 | 92.53% | Josh Beck77% | $475 → $500 | Maintains | Overweight | Get Alert |
| 02/10/2021 | FI | Buy Now | Fiserv | $163.44 | -26.58% | Josh Beck77% | $115 → $120 | Maintains | Overweight | Get Alert |
| 02/05/2021 | BILL | Buy Now | BILL Holdings | $45.50 | 262.64% | Josh Beck77% | $150 → $165 | Maintains | Overweight | Get Alert |
| 02/02/2021 | PLAN | Buy Now | Anaplan | — | — | Josh Beck77% | $75 → $80 | Maintains | Overweight | Get Alert |
| 02/02/2021 | INTU | Buy Now | Intuit | $670.28 | -39.58% | Josh Beck77% | $400 → $405 | Maintains | Overweight | Get Alert |
| 02/02/2021 | BL | Buy Now | BlackLine | $55.54 | 161.07% | Josh Beck77% | $115 → $145 | Maintains | Overweight | Get Alert |
| 02/02/2021 | BILL | Buy Now | BILL Holdings | $45.50 | 229.67% | Josh Beck77% | $125 → $150 | Maintains | Overweight | Get Alert |
| 01/27/2021 | PYPL | Buy Now | PayPal Holdings | $71.50 | 319.58% | Josh Beck77% | $235 → $300 | Maintains | Overweight | Get Alert |
| 01/27/2021 | GPN | Buy Now | Global Payments | $82.37 | 161.02% | Josh Beck77% | $175 → $215 | Maintains | Overweight | Get Alert |
| 01/27/2021 | FIS | Buy Now | Fidelity National Info | $79.93 | 87.66% | Josh Beck77% | $170 → $150 | Maintains | Overweight | Get Alert |
| 01/27/2021 | V | Buy Now | Visa | $362.07 | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/27/2021 | MA | Buy Now | Mastercard | $580.47 | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/15/2021 | XYZ | Buy Now | Block | $56.70 | 385.01% | Josh Beck77% | $250 → $275 | Maintains | Overweight | Get Alert |
| 01/15/2021 | SHOP | Buy Now | Shopify | $108.30 | 1146.54% | Josh Beck77% | $1300 → $1350 | Maintains | Overweight | Get Alert |
| 01/15/2021 | QTWO | Buy Now | Q2 Holdings | $91.01 | 53.83% | Josh Beck77% | $115 → $140 | Maintains | Overweight | Get Alert |
| 01/15/2021 | NCNO | Buy Now | Ncino | $23.00 | 247.83% | Josh Beck77% | $90 → $80 | Maintains | Overweight | Get Alert |
| 01/15/2021 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 684.13% | Josh Beck77% | $50 → $85 | Maintains | Overweight | Get Alert |
| 01/13/2021 | V | Buy Now | Visa | $362.07 | -37.86% | Josh Beck77% | $210 → $225 | Maintains | Overweight | Get Alert |
| 01/11/2021 | SHOP | Buy Now | Shopify | $108.30 | 1100.37% | Josh Beck77% | $1250 → $1300 | Maintains | Overweight | Get Alert |
| 12/16/2020 | PYPL | Buy Now | PayPal Holdings | $71.50 | 228.67% | Josh Beck77% | $215 → $235 | Maintains | Overweight | Get Alert |
| 12/16/2020 | PAGS | Buy Now | PagSeguro Digital | $8.82 | 580.27% | Josh Beck77% | $50 → $60 | Maintains | Overweight | Get Alert |
| 12/16/2020 | MGA | Buy Now | Magna International | $36.69 | 96.24% | Josh Beck77% | $68 → $72 | Maintains | Overweight | Get Alert |
| 12/08/2020 | INTU | Buy Now | Intuit | $670.28 | -40.32% | Josh Beck77% | $390 → $400 | Maintains | Overweight | Get Alert |
| 11/25/2020 | PLAN | Buy Now | Anaplan | — | — | Josh Beck77% | $65 → $75 | Maintains | Overweight | Get Alert |
| 11/16/2020 | XYZ | Buy Now | Block | $56.70 | 340.92% | Josh Beck77% | $215 → $250 | Maintains | Overweight | Get Alert |
| 11/09/2020 | MGA | Buy Now | Magna International | $36.69 | 85.34% | Josh Beck77% | $59 → $68 | Maintains | Overweight | Get Alert |
| 11/03/2020 | PYPL | Buy Now | PayPal Holdings | $71.50 | 200.7% | Josh Beck77% | $230 → $215 | Maintains | Overweight | Get Alert |
| 11/02/2020 | V | Buy Now | Visa | $362.07 | -42% | Josh Beck77% | $230 → $210 | Maintains | Overweight | Get Alert |
| 11/02/2020 | MA | Buy Now | Mastercard | $580.47 | -44.01% | Josh Beck77% | $365 → $325 | Maintains | Overweight | Get Alert |
| 11/02/2020 | GPN | Buy Now | Global Payments | $82.37 | 112.46% | Josh Beck77% | $200 → $175 | Maintains | Overweight | Get Alert |
| 10/30/2020 | BL | Buy Now | BlackLine | $55.54 | 107.06% | Josh Beck77% | $100 → $115 | Maintains | Overweight | Get Alert |
| 10/27/2020 | XYZ | Buy Now | Block | $56.70 | 279.19% | Josh Beck77% | $165 → $215 | Maintains | Overweight | Get Alert |
| 10/27/2020 | MA | Buy Now | Mastercard | $580.47 | -37.12% | Josh Beck77% | $340 → $365 | Maintains | Overweight | Get Alert |
| 10/27/2020 | FIS | Buy Now | Fidelity National Info | $79.93 | 112.69% | Josh Beck77% | $165 → $170 | Maintains | Overweight | Get Alert |
| 10/27/2020 | BILL | Buy Now | BILL Holdings | $45.50 | 174.73% | Josh Beck77% | $110 → $125 | Maintains | Overweight | Get Alert |
| 10/23/2020 | PCTY | Buy Now | Paylocity Holding | $201.04 | — | Josh Beck77% | — | Reinstates | → Overweight | Get Alert |
| 10/23/2020 | PAYC | Buy Now | Paycom Software | $259.70 | — | Josh Beck77% | — | Reinstates | → Overweight | Get Alert |
| 10/08/2020 | PYPL | Buy Now | PayPal Holdings | $71.50 | 221.68% | Josh Beck77% | $215 → $230 | Maintains | Overweight | Get Alert |
| 10/06/2020 | SHOP | Buy Now | Shopify | $108.30 | 1054.2% | Josh Beck77% | $1150 → $1250 | Maintains | Overweight | Get Alert |
| 09/21/2020 | V | Buy Now | Visa | $362.07 | -36.48% | Josh Beck77% | $215 → $230 | Maintains | Overweight | Get Alert |
| 08/31/2020 | BIGC | Buy Now | BigCommerce Holdings | $5.10 | — | Josh Beck77% | — | Initiates | → Sector Weight | Get Alert |
| 08/28/2020 | BILL | Buy Now | BILL Holdings | $45.50 | 141.76% | Josh Beck77% | $90 → $110 | Maintains | Overweight | Get Alert |
| 08/27/2020 | PLAN | Buy Now | Anaplan | — | — | Josh Beck77% | $55 → $65 | Maintains | Overweight | Get Alert |
| 08/27/2020 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 361.25% | Josh Beck77% | $45 → $50 | Maintains | Overweight | Get Alert |
| 08/26/2020 | INTU | Buy Now | Intuit | $670.28 | -44.05% | Josh Beck77% | $350 → $375 | Maintains | Overweight | Get Alert |
| 08/24/2020 | INTU | Buy Now | Intuit | $670.28 | -47.78% | Josh Beck77% | $315 → $350 | Maintains | Overweight | Get Alert |
| 08/10/2020 | NCNO | Buy Now | Ncino | $23.00 | 291.3% | Josh Beck77% | → $90 | Initiates | → Overweight | Get Alert |
| 08/10/2020 | MGA | Buy Now | Magna International | $36.69 | 60.81% | Josh Beck77% | $55 → $59 | Maintains | Overweight | Get Alert |
| 08/06/2020 | XYZ | Buy Now | Block | $56.70 | 191.01% | Josh Beck77% | $140 → $165 | Maintains | Overweight | Get Alert |
| 08/03/2020 | V | Buy Now | Visa | $362.07 | -40.62% | Josh Beck77% | $190 → $215 | Maintains | Overweight | Get Alert |
| 08/03/2020 | MA | Buy Now | Mastercard | $580.47 | -41.43% | Josh Beck77% | $300 → $340 | Maintains | Overweight | Get Alert |
| 08/03/2020 | GPN | Buy Now | Global Payments | $82.37 | 142.81% | Josh Beck77% | $185 → $200 | Maintains | Overweight | Get Alert |
| 08/03/2020 | FIS | Buy Now | Fidelity National Info | $79.93 | 106.43% | Josh Beck77% | $140 → $165 | Maintains | Overweight | Get Alert |
| 07/30/2020 | PYPL | Buy Now | PayPal Holdings | $71.50 | 200.7% | Josh Beck77% | $200 → $215 | Maintains | Overweight | Get Alert |
| 07/30/2020 | SHOP | Buy Now | Shopify | $108.30 | 961.87% | Josh Beck77% | $1125 → $1150 | Maintains | Overweight | Get Alert |
| 07/22/2020 | PYPL | Buy Now | PayPal Holdings | $71.50 | 179.72% | Josh Beck77% | $190 → $200 | Maintains | Overweight | Get Alert |
| 07/22/2020 | WIX | Buy Now | Wix.com | $180.60 | 79.96% | Josh Beck77% | $275 → $325 | Maintains | Overweight | Get Alert |
| 07/22/2020 | SHOP | Buy Now | Shopify | $108.30 | 938.78% | Josh Beck77% | $1000 → $1125 | Maintains | Overweight | Get Alert |
| 07/01/2020 | COUP | Buy Now | Coupa Software | — | — | Josh Beck77% | — | Initiates | → Overweight | Get Alert |
| 07/01/2020 | BL | Buy Now | BlackLine | $55.54 | — | Josh Beck77% | — | Initiates | → Overweight | Get Alert |
| 07/01/2020 | PLAN | Buy Now | Anaplan | — | — | Josh Beck77% | — | Initiates | → Overweight | Get Alert |
| 06/29/2020 | XYZ | Buy Now | Block | $56.70 | 120.46% | Josh Beck77% | $70 → $125 | Maintains | Overweight | Get Alert |
| 06/24/2020 | WIX | Buy Now | Wix.com | $180.60 | 52.27% | Josh Beck77% | $250 → $275 | Maintains | Overweight | Get Alert |
| 06/24/2020 | SHOP | Buy Now | Shopify | $108.30 | 823.36% | Josh Beck77% | $805 → $1000 | Maintains | Overweight | Get Alert |
| 06/24/2020 | PYPL | Buy Now | PayPal Holdings | $71.50 | 165.73% | Josh Beck77% | $150 → $190 | Maintains | Overweight | Get Alert |
| 06/09/2020 | WIX | Buy Now | Wix.com | $180.60 | 38.43% | Josh Beck77% | → $250 | Upgrade | Sector Weight → Overweight | Get Alert |
| 06/02/2020 | SHOP | Buy Now | Shopify | $108.30 | 643.31% | Josh Beck77% | $775 → $805 | Maintains | Overweight | Get Alert |
| 05/29/2020 | PAGS | Buy Now | PagSeguro Digital | $8.82 | 296.83% | Josh Beck77% | $32 → $35 | Maintains | Overweight | Get Alert |
| 05/27/2020 | PAGS | Buy Now | PagSeguro Digital | $8.82 | 262.81% | Josh Beck77% | $20 → $32 | Maintains | Overweight | Get Alert |
| 05/19/2020 | INTU | Buy Now | Intuit | $670.28 | -53% | Josh Beck77% | $285 → $315 | Maintains | Overweight | Get Alert |
| 05/18/2020 | BILL | Buy Now | BILL Holdings | $45.50 | 86.81% | Josh Beck77% | $76 → $85 | Maintains | Overweight | Get Alert |
| 05/08/2020 | BILL | Buy Now | BILL Holdings | $45.50 | 67.03% | Josh Beck77% | $60 → $76 | Maintains | Overweight | Get Alert |
| 05/07/2020 | GDDY | Buy Now | GoDaddy | $190.20 | -57.94% | Josh Beck77% | $70 → $80 | Maintains | Outperform | Get Alert |
| 05/07/2020 | PYPL | Buy Now | PayPal Holdings | $71.50 | 109.79% | Josh Beck77% | $140 → $150 | Maintains | Overweight | Get Alert |
| 05/05/2020 | XYZ | Buy Now | Block | $56.70 | 23.46% | Josh Beck77% | $65 → $70 | Maintains | Overweight | Get Alert |
| 05/05/2020 | FI | Buy Now | Fiserv | $163.44 | -33.92% | Josh Beck77% | $105 → $108 | Maintains | Overweight | Get Alert |
| 05/05/2020 | BILL | Buy Now | BILL Holdings | $45.50 | 31.87% | Josh Beck77% | $50 → $60 | Maintains | Overweight | Get Alert |
| 05/05/2020 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 149.08% | Josh Beck77% | $25 → $27 | Maintains | Overweight | Get Alert |
| 05/05/2020 | INTU | Buy Now | Intuit | $670.28 | -57.48% | Josh Beck77% | $275 → $285 | Maintains | Overweight | Get Alert |
| 05/04/2020 | SHOP | Buy Now | Shopify | $108.30 | 546.35% | Josh Beck77% | $500 → $700 | Maintains | Overweight | Get Alert |
| 05/04/2020 | PYPL | Buy Now | PayPal Holdings | $71.50 | 95.8% | Josh Beck77% | $115 → $140 | Maintains | Overweight | Get Alert |
| 04/30/2020 | MA | Buy Now | Mastercard | $580.47 | -48.32% | Josh Beck77% | $285 → $300 | Maintains | Overweight | Get Alert |
| 04/13/2020 | XYZ | Buy Now | Block | $56.70 | 14.64% | Josh Beck77% | $55 → $65 | Maintains | Overweight | Get Alert |
| 04/13/2020 | MGA | Buy Now | Magna International | $36.69 | 28.1% | Josh Beck77% | $40 → $47 | Maintains | Overweight | Get Alert |
| 04/13/2020 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 130.63% | Josh Beck77% | $16 → $25 | Maintains | Overweight | Get Alert |
| 04/03/2020 | GDDY | Buy Now | GoDaddy | $190.20 | -63.2% | Josh Beck77% | $89 → $70 | Maintains | Outperform | Get Alert |
| 03/23/2020 | XYZ | Buy Now | Block | $56.70 | -3% | Josh Beck77% | $90 → $55 | Maintains | Overweight | Get Alert |
| 03/23/2020 | FI | Buy Now | Fiserv | $163.44 | -35.76% | Josh Beck77% | $145 → $105 | Maintains | Overweight | Get Alert |
| 03/23/2020 | BILL | Buy Now | BILL Holdings | $45.50 | 9.89% | Josh Beck77% | $60 → $50 | Maintains | Overweight | Get Alert |
| 03/23/2020 | PAGS | Buy Now | PagSeguro Digital | $8.82 | 126.76% | Josh Beck77% | $35 → $20 | Maintains | Overweight | Get Alert |
| 03/23/2020 | MA | Buy Now | Mastercard | $580.47 | -50.9% | Josh Beck77% | $350 → $285 | Maintains | Overweight | Get Alert |
| 03/23/2020 | GPN | Buy Now | Global Payments | $82.37 | 88.18% | Josh Beck77% | $215 → $155 | Maintains | Overweight | Get Alert |
| 03/23/2020 | FIS | Buy Now | Fidelity National Info | $79.93 | 75.15% | Josh Beck77% | $175 → $140 | Maintains | Overweight | Get Alert |
| 03/23/2020 | PYPL | Buy Now | PayPal Holdings | $71.50 | 60.84% | Josh Beck77% | $125 → $115 | Maintains | Overweight | Get Alert |
| 03/23/2020 | SHOP | Buy Now | Shopify | $108.30 | 361.68% | Josh Beck77% | $575 → $500 | Maintains | Overweight | Get Alert |
| 03/23/2020 | V | Buy Now | Visa | $362.07 | -47.52% | Josh Beck77% | $220 → $190 | Maintains | Overweight | Get Alert |
| 03/23/2020 | INTU | Buy Now | Intuit | $670.28 | -58.97% | Josh Beck77% | $320 → $275 | Maintains | Overweight | Get Alert |
| 03/23/2020 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 47.6% | Josh Beck77% | $45 → $16 | Maintains | Overweight | Get Alert |
| 02/28/2020 | PAGS | Buy Now | PagSeguro Digital | $8.82 | 296.83% | Josh Beck77% | $40 → $35 | Maintains | Overweight | Get Alert |
| 02/19/2020 | XYZ | Buy Now | Block | $56.70 | 58.73% | Josh Beck77% | $75 → $90 | Maintains | Overweight | Get Alert |
| 02/14/2020 | GDDY | Buy Now | GoDaddy | $190.20 | -53.21% | Josh Beck77% | $85 → $89 | Maintains | Outperform | Get Alert |
| 02/12/2020 | V | Buy Now | Visa | $362.07 | -39.24% | Josh Beck77% | $215 → $220 | Maintains | Overweight | Get Alert |
| 02/07/2020 | BILL | Buy Now | BILL Holdings | $45.50 | 31.87% | Josh Beck77% | $50 → $60 | Maintains | Overweight | Get Alert |
| 02/05/2020 | PCTY | Buy Now | Paylocity Holding | $201.04 | -18.92% | Josh Beck77% | $155 → $163 | Maintains | Overweight | Get Alert |
| 02/03/2020 | V | Buy Now | Visa | $362.07 | -40.62% | Josh Beck77% | $210 → $215 | Maintains | Overweight | Get Alert |
| 01/23/2020 | BILL | Buy Now | BILL Holdings | $45.50 | 9.89% | Josh Beck77% | $47 → $50 | Maintains | Overweight | Get Alert |
| 01/21/2020 | BILL | Buy Now | BILL Holdings | $45.50 | 3.3% | Josh Beck77% | $45 → $47 | Maintains | Overweight | Get Alert |
| 01/21/2020 | PAGS | Buy Now | PagSeguro Digital | $8.82 | 353.51% | Josh Beck77% | $45 → $40 | Maintains | Overweight | Get Alert |
| 01/21/2020 | INTU | Buy Now | Intuit | $670.28 | -52.26% | Josh Beck77% | $305 → $320 | Maintains | Overweight | Get Alert |
| 01/13/2020 | PCTY | Buy Now | Paylocity Holding | $201.04 | -22.9% | Josh Beck77% | $124 → $155 | Maintains | Overweight | Get Alert |
| 01/06/2020 | BILL | Buy Now | BILL Holdings | $45.50 | -1.1% | Josh Beck77% | → $45 | Initiates | → Overweight | Get Alert |
| 11/25/2019 | PCTY | Buy Now | Paylocity Holding | $201.04 | -38.32% | Josh Beck77% | $115 → $124 | Maintains | Overweight | Get Alert |
| 11/13/2019 | PAGS | Buy Now | PagSeguro Digital | $8.82 | 410.2% | Josh Beck77% | $60 → $45 | Maintains | Overweight | Get Alert |
| 11/08/2019 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 315.13% | Josh Beck77% | $55 → $45 | Maintains | Overweight | Get Alert |
| 09/20/2019 | XYZ | Buy Now | Block | $56.70 | 32.28% | Josh Beck77% | $100 → $75 | Maintains | Overweight | Get Alert |
| 09/05/2019 | FI | Buy Now | Fiserv | $163.44 | -26.58% | Josh Beck77% | → $120 | Upgrade | Sector Weight → Overweight | Get Alert |
| 09/05/2019 | GPN | Buy Now | Global Payments | $82.37 | 142.81% | Josh Beck77% | $160 → $200 | Maintains | Overweight | Get Alert |
| 09/05/2019 | FIS | Buy Now | Fidelity National Info | $79.93 | 118.94% | Josh Beck77% | → $175 | Upgrade | Sector Weight → Overweight | Get Alert |
| 08/23/2019 | INTU | Buy Now | Intuit | $670.28 | -54.5% | Josh Beck77% | $300 → $305 | Maintains | Overweight | Get Alert |
| 08/16/2019 | PAGS | Buy Now | PagSeguro Digital | $8.82 | 580.27% | Josh Beck77% | $55 → $60 | Maintains | Overweight | Get Alert |
| 08/09/2019 | LSPD | Buy Now | Lightspeed Commerce | $10.84 | 407.38% | Josh Beck77% | $45 → $55 | Maintains | Overweight | Get Alert |
| 08/08/2019 | PAGS | Buy Now | PagSeguro Digital | $8.82 | 523.58% | Josh Beck77% | $36 → $55 | Maintains | Overweight | Get Alert |
| 08/02/2019 | GDDY | Buy Now | GoDaddy | $190.20 | -55.31% | Josh Beck77% | $86 → $85 | Maintains | Outperform | Get Alert |
| 07/25/2019 | PYPL | Buy Now | PayPal Holdings | $71.50 | 74.83% | Josh Beck77% | $118 → $125 | Maintains | Overweight | Get Alert |
| 07/24/2019 | V | Buy Now | Visa | $362.07 | -46.14% | Josh Beck77% | $190 → $195 | Maintains | Overweight | Get Alert |
| 06/07/2019 | PLAN | Buy Now | Anaplan | — | — | Josh Beck77% | → $57 | Upgrade | Sector Weight → Overweight | Get Alert |
| 05/29/2019 | TSS | Buy Now | Total System Services | — | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 05/24/2019 | INTU | Buy Now | Intuit | $670.28 | -57.48% | Josh Beck77% | $280 → $285 | Maintains | Overweight | Get Alert |
| 05/15/2019 | PAGS | Buy Now | PagSeguro Digital | $8.82 | 308.16% | Josh Beck77% | $35 → $36 | Maintains | Overweight | Get Alert |
| 04/30/2019 | GPN | Buy Now | Global Payments | $82.37 | 88.18% | Josh Beck77% | $135 → $155 | Maintains | Overweight | Get Alert |
| 04/29/2019 | PYPL | Buy Now | PayPal Holdings | $71.50 | 65.03% | Josh Beck77% | $115 → $118 | Maintains | Overweight | Get Alert |
| 04/26/2019 | INTU | Buy Now | Intuit | $670.28 | -58.23% | Josh Beck77% | $285 → $280 | Maintains | Overweight | Get Alert |
| 04/24/2019 | TSS | Buy Now | Total System Services | — | — | Josh Beck77% | $95 → $106 | Maintains | Overweight | Get Alert |
| 04/22/2019 | PYPL | Buy Now | PayPal Holdings | $71.50 | 60.84% | Josh Beck77% | $110 → $115 | Maintains | Overweight | Get Alert |
| 04/02/2019 | INTU | Buy Now | Intuit | $670.28 | -57.48% | Josh Beck77% | $255 → $285 | Maintains | Overweight | Get Alert |
| 03/19/2019 | WP | Buy Now | Worldpay | — | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 02/28/2019 | XYZ | Buy Now | Block | $56.70 | 76.37% | Josh Beck77% | $115 → $100 | Maintains | Overweight | Get Alert |
| 02/14/2019 | GPN | Buy Now | Global Payments | $82.37 | 63.89% | Josh Beck77% | $130 → $135 | Maintains | Overweight | Get Alert |
| 01/25/2019 | FDC | Buy Now | First Data Corp Class A | — | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/02/2019 | WP | Buy Now | Worldpay | — | — | Josh Beck77% | $120 → $90 | Maintains | Overweight | Get Alert |
| 01/02/2019 | TSS | Buy Now | Total System Services | — | — | Josh Beck77% | $110 → $90 | Maintains | Overweight | Get Alert |
| 01/02/2019 | GPN | Buy Now | Global Payments | $82.37 | 57.82% | Josh Beck77% | $135 → $130 | Maintains | Overweight | Get Alert |
| 01/02/2019 | FDC | Buy Now | First Data Corp Class A | — | — | Josh Beck77% | $25 → $20 | Maintains | Overweight | Get Alert |
| 12/18/2018 | INTU | Buy Now | Intuit | $670.28 | -62.7% | Josh Beck77% | → $250 | Initiates | → Overweight | Get Alert |
| 11/30/2018 | PAGS | Buy Now | PagSeguro Digital | $8.82 | 296.83% | Josh Beck77% | $42 → $35 | Maintains | Overweight | Get Alert |
| 11/06/2018 | PLAN | Buy Now | Anaplan | — | — | Josh Beck77% | — | Initiates | → Sector Weight | Get Alert |
| 10/31/2018 | GPN | Buy Now | Global Payments | $82.37 | 63.89% | Josh Beck77% | $130 → $135 | Maintains | Overweight | Get Alert |
| 10/30/2018 | FDC | Buy Now | First Data Corp Class A | — | — | Josh Beck77% | $28 → $25 | Maintains | Overweight | Get Alert |
| 10/24/2018 | TSS | Buy Now | Total System Services | — | — | Josh Beck77% | $100 → $110 | Maintains | Overweight | Get Alert |
| 10/02/2018 | XYZ | Buy Now | Block | $56.70 | 102.82% | Josh Beck77% | $75 → $115 | Maintains | Overweight | Get Alert |
| 09/11/2018 | PYPL | Buy Now | PayPal Holdings | $71.50 | 46.85% | Josh Beck77% | $100 → $105 | Maintains | Overweight | Get Alert |
| 09/05/2018 | WP | Buy Now | Worldpay | — | — | Josh Beck77% | $100 → $120 | Maintains | Overweight | Get Alert |
| 08/10/2018 | WP | Buy Now | Worldpay | — | — | Josh Beck77% | $93 → $100 | Maintains | Overweight | Get Alert |
| 07/30/2018 | XYZ | Buy Now | Block | $56.70 | 32.28% | Josh Beck77% | $70 → $75 | Maintains | Overweight | Get Alert |
| 07/27/2018 | MA | Buy Now | Mastercard | $580.47 | -60.38% | Josh Beck77% | $200 → $230 | Maintains | Overweight | Get Alert |
| 07/26/2018 | V | Buy Now | Visa | $362.07 | -55.81% | Josh Beck77% | $145 → $160 | Maintains | Overweight | Get Alert |
| 07/25/2018 | PYPL | Buy Now | PayPal Holdings | $71.50 | 39.86% | Josh Beck77% | $95 → $100 | Maintains | Overweight | Get Alert |
| 07/25/2018 | TSS | Buy Now | Total System Services | — | — | Josh Beck77% | $96 → $100 | Maintains | Overweight | Get Alert |
| 07/20/2018 | FDC | Buy Now | First Data Corp Class A | — | — | Josh Beck77% | $24 → $28 | Maintains | Overweight | Get Alert |
| 06/19/2018 | XYZ | Buy Now | Block | $56.70 | 23.46% | Josh Beck77% | $55 → $70 | Maintains | Overweight | Get Alert |
| 05/22/2018 | PYPL | Buy Now | PayPal Holdings | $71.50 | 32.87% | Josh Beck77% | $90 → $95 | Maintains | Overweight | Get Alert |
| 05/04/2018 | MA | Buy Now | Mastercard | $580.47 | -65.55% | Josh Beck77% | $195 → $200 | Maintains | Overweight | Get Alert |
| 05/01/2018 | FDC | Buy Now | First Data Corp Class A | — | — | Josh Beck77% | $20 → $21 | Maintains | Overweight | Get Alert |
| 04/23/2018 | XYZ | Buy Now | Block | $56.70 | -3% | Josh Beck77% | $52 → $55 | Maintains | Overweight | Get Alert |
| 04/23/2018 | TSS | Buy Now | Total System Services | — | — | Josh Beck77% | $92 → $96 | Maintains | Overweight | Get Alert |
| 04/13/2018 | PAGS | Buy Now | PagSeguro Digital | $8.82 | 376.19% | Josh Beck77% | → $42 | Initiates | → Overweight | Get Alert |
| 03/02/2018 | GPN | Buy Now | Global Payments | $82.37 | 51.75% | Josh Beck77% | $120 → $125 | Maintains | Overweight | Get Alert |
| 02/21/2018 | XYZ | Buy Now | Block | $56.70 | -8.29% | Josh Beck77% | $40 → $52 | Maintains | Overweight | Get Alert |
| 02/16/2018 | GPN | Buy Now | Global Payments | $82.37 | 45.68% | Josh Beck77% | $110 → $120 | Maintains | Overweight | Get Alert |
| 02/02/2018 | V | Buy Now | Visa | $362.07 | -61.33% | Josh Beck77% | $125 → $140 | Maintains | Overweight | Get Alert |
| 02/02/2018 | MA | Buy Now | Mastercard | $580.47 | -66.41% | Josh Beck77% | $170 → $195 | Maintains | Overweight | Get Alert |
| 01/24/2018 | WP | Buy Now | Worldpay | — | — | Josh Beck77% | $90 → $93 | Maintains | Overweight | Get Alert |
| 01/24/2018 | TSS | Buy Now | Total System Services | — | — | Josh Beck77% | $85 → $92 | Maintains | Overweight | Get Alert |
| 11/17/2017 | PYPL | Buy Now | PayPal Holdings | $71.50 | 18.88% | Josh Beck77% | $80 → $85 | Maintains | Overweight | Get Alert |
| 11/06/2017 | XYZ | Buy Now | Block | $56.70 | -29.45% | Josh Beck77% | $35 → $40 | Maintains | Overweight | Get Alert |
| 11/01/2017 | MA | Buy Now | Mastercard | $580.47 | -70.71% | Josh Beck77% | $165 → $170 | Maintains | Overweight | Get Alert |
| 10/20/2017 | PYPL | Buy Now | PayPal Holdings | $71.50 | 11.89% | Josh Beck77% | $75 → $80 | Maintains | Overweight | Get Alert |
| 09/22/2017 | GPN | Buy Now | Global Payments | $82.37 | 33.54% | Josh Beck77% | → $110 | Initiates | → Overweight | Get Alert |
| 09/18/2017 | PYPL | Buy Now | PayPal Holdings | $71.50 | -2.1% | Josh Beck77% | $66 → $70 | Maintains | Overweight | Get Alert |
| 08/09/2017 | GDDY | Buy Now | GoDaddy | $190.20 | -74.76% | Josh Beck77% | $47 → $48 | Maintains | Outperform | Get Alert |
| 07/13/2017 | VNTV | Buy Now | Vantiv | — | — | Josh Beck77% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 06/12/2017 | VNTV | Buy Now | Vantiv | — | — | Josh Beck77% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 11/14/2016 | XYZ | Buy Now | Block | $56.70 | — | Josh Beck77% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 10/29/2015 | VNTV | Buy Now | Vantiv | — | — | Josh Beck77% | $47 → $57 | Maintains | Overweight | Get Alert |
| 05/29/2015 | VNTV | Buy Now | Vantiv | — | — | Josh Beck77% | $42 → $47 | Maintains | Overweight | Get Alert |
| 10/07/2014 | VNTV | Buy Now | Vantiv, Inc. | — | — | Josh Beck77% | → $38 | Initiates | → Outperform | Get Alert |
