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Matthew Hedberg is an analyst at RBC Capital. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 03/19/2025
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 01/31/2025 | NTCT | Buy Now | NetScout Systems | $21.28 | 17.48% | Matthew Hedberg75% | $22 → $25 | Maintains | Sector Perform | Get Alert |
| 11/27/2024 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -1.5% | Matthew Hedberg75% | $370 → $365 | Maintains | Outperform | Get Alert |
| 11/27/2024 | PD | Buy Now | PagerDuty | $18.46 | 29.98% | Matthew Hedberg75% | $22 → $24 | Maintains | Outperform | Get Alert |
| 11/22/2024 | ESTC | Buy Now | Elastic | $93.83 | 38.55% | Matthew Hedberg75% | $110 → $130 | Maintains | Outperform | Get Alert |
| 11/21/2024 | SNOW | Buy Now | Snowflake | $155.00 | 21.29% | Matthew Hedberg75% | $175 → $188 | Maintains | Outperform | Get Alert |
| 11/21/2024 | NABL | Buy Now | N-able | $7.87 | 90.6% | Matthew Hedberg75% | $15 → $15 | Reiterates | Outperform → Outperform | Get Alert |
| 11/21/2024 | PANW | Buy Now | Palo Alto Networks | $185.22 | 142.96% | Matthew Hedberg75% | $225 → $225 | Reiterates | Outperform → Outperform | Get Alert |
| 11/14/2024 | CYBR | Buy Now | CyberArk Software | $347.54 | 3.01% | Matthew Hedberg75% | $328 → $358 | Maintains | Outperform | Get Alert |
| 11/13/2024 | EVCM | Buy Now | EverCommerce | $10.04 | 39.44% | Matthew Hedberg75% | $12 → $14 | Maintains | Outperform | Get Alert |
| 11/07/2024 | PTC | Buy Now | PTC | $161.14 | 42.73% | Matthew Hedberg75% | $202 → $230 | Maintains | Outperform | Get Alert |
| 11/06/2024 | XMTR | Buy Now | Xometry | $25.54 | 5.72% | Matthew Hedberg75% | $23 → $27 | Maintains | Sector Perform | Get Alert |
| 11/06/2024 | QLYS | Buy Now | Qualys | $131.98 | 22.75% | Matthew Hedberg75% | $150 → $162 | Maintains | Sector Perform | Get Alert |
| 11/05/2024 | TDC | Buy Now | Teradata | $23.67 | 35.19% | Matthew Hedberg75% | $32 → $32 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 10/31/2024 | CFLT | Buy Now | Confluent | $26.61 | 24.01% | Matthew Hedberg75% | $26 → $33 | Maintains | Outperform | Get Alert |
| 10/31/2024 | ALTR | Buy Now | Altair Engineering | $111.49 | 1.35% | Matthew Hedberg75% | $90 → $113 | Maintains | Sector Perform | Get Alert |
| 10/30/2024 | VRNS | Buy Now | Varonis Systems | $41.85 | 55.3% | Matthew Hedberg75% | $65 → $65 | Reiterates | Outperform → Outperform | Get Alert |
| 10/30/2024 | CHKP | Buy Now | Check Point Software | $231.97 | -19.38% | Matthew Hedberg75% | $187 → $187 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 10/29/2024 | FFIV | Buy Now | F5 | $266.67 | -10% | Matthew Hedberg75% | $205 → $240 | Maintains | Sector Perform | Get Alert |
| 10/24/2024 | NOW | Buy Now | ServiceNow | $840.13 | 24.38% | Matthew Hedberg75% | $985 → $1045 | Maintains | Outperform | Get Alert |
| 10/23/2024 | ALTR | Buy Now | Altair Engineering | $111.49 | -19.28% | Matthew Hedberg75% | $90 → $90 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 10/17/2024 | OKTA | Buy Now | Okta | $113.50 | -11.01% | Matthew Hedberg75% | $125 → $101 | Maintains | Outperform | Get Alert |
| 09/27/2024 | MGNI | Buy Now | Magnite | $12.98 | 46.38% | Matthew Hedberg75% | $19 → $19 | Reiterates | Outperform → Outperform | Get Alert |
| 09/20/2024 | CYBR | Buy Now | CyberArk Software | $347.54 | -5.62% | Matthew Hedberg75% | → $328 | Initiates | → Outperform | Get Alert |
| 09/20/2024 | RPD | Buy Now | Rapid7 | $29.43 | 35.89% | Matthew Hedberg75% | $50 → $40 | Downgrade | Outperform → Sector Perform | Get Alert |
| 09/06/2024 | PATH | Buy Now | UiPath | $10.83 | 47.74% | Matthew Hedberg75% | $16 → $16 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 09/06/2024 | IOT | Buy Now | Samsara | $38.98 | 25.69% | Matthew Hedberg75% | $47 → $49 | Maintains | Outperform | Get Alert |
| 09/05/2024 | BASE | Buy Now | Couchbase | $13.26 | 88.61% | Matthew Hedberg75% | $25 → $25 | Reiterates | Outperform → Outperform | Get Alert |
| 09/04/2024 | PD | Buy Now | PagerDuty | $18.46 | 19.14% | Matthew Hedberg75% | $27 → $22 | Maintains | Outperform | Get Alert |
| 09/04/2024 | ZS | Buy Now | Zscaler | $204.00 | 12.75% | Matthew Hedberg75% | $230 → $230 | Reiterates | Outperform → Outperform | Get Alert |
| 09/04/2024 | GTLB | Buy Now | GitLab | $50.59 | 18.6% | Matthew Hedberg75% | $55 → $60 | Maintains | Outperform | Get Alert |
| 08/30/2024 | ESTC | Buy Now | Elastic | $93.83 | 17.23% | Matthew Hedberg75% | $135 → $110 | Maintains | Outperform | Get Alert |
| 08/30/2024 | ADSK | Buy Now | Autodesk | $270.15 | 15.86% | Matthew Hedberg75% | $290 → $313 | Maintains | Outperform | Get Alert |
| 08/29/2024 | NTNX | Buy Now | Nutanix | $71.02 | 5.6% | Matthew Hedberg75% | $70 → $75 | Maintains | Outperform | Get Alert |
| 08/29/2024 | OKTA | Buy Now | Okta | $113.50 | 10.13% | Matthew Hedberg75% | $125 → $125 | Reiterates | Outperform → Outperform | Get Alert |
| 08/29/2024 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -9.59% | Matthew Hedberg75% | $345 → $335 | Maintains | Outperform | Get Alert |
| 08/20/2024 | PANW | Buy Now | Palo Alto Networks | $185.22 | 121.36% | Matthew Hedberg75% | $195 → $205 | Maintains | Outperform | Get Alert |
| 08/09/2024 | TTD | Buy Now | Trade Desk | $55.02 | 118.1% | Matthew Hedberg75% | $110 → $120 | Maintains | Outperform | Get Alert |
| 08/09/2024 | DDOG | Buy Now | Datadog | $103.69 | 45.63% | Matthew Hedberg75% | $151 → $151 | Reiterates | Outperform → Outperform | Get Alert |
| 08/07/2024 | RPD | Buy Now | Rapid7 | $29.43 | 69.87% | Matthew Hedberg75% | $50 → $50 | Reiterates | Outperform → Outperform | Get Alert |
| 08/07/2024 | QLYS | Buy Now | Qualys | $131.98 | 13.65% | Matthew Hedberg75% | $180 → $150 | Maintains | Sector Perform | Get Alert |
| 08/07/2024 | BSY | Buy Now | Bentley Systems | $42.09 | 44.92% | Matthew Hedberg75% | $61 → $61 | Reiterates | Outperform → Outperform | Get Alert |
| 08/06/2024 | TDC | Buy Now | Teradata | $23.67 | 35.19% | Matthew Hedberg75% | $40 → $32 | Maintains | Sector Perform | Get Alert |
| 08/02/2024 | GEN | Buy Now | Gen Digital | $28.00 | — | Matthew Hedberg75% | $25 → $28 | Maintains | Sector Perform | Get Alert |
| 08/02/2024 | NET | Buy Now | Cloudflare | $114.83 | -13.79% | Matthew Hedberg75% | $90 → $99 | Maintains | Outperform | Get Alert |
| 08/01/2024 | OLO | Buy Now | Olo | $6.37 | 25.59% | Matthew Hedberg75% | $7 → $8 | Maintains | Outperform | Get Alert |
| 08/01/2024 | PTC | Buy Now | PTC | $161.14 | 25.36% | Matthew Hedberg75% | $202 → $202 | Reiterates | Outperform → Outperform | Get Alert |
| 08/01/2024 | CFLT | Buy Now | Confluent | $26.61 | 12.74% | Matthew Hedberg75% | $35 → $30 | Maintains | Outperform | Get Alert |
| 07/31/2024 | INFA | Buy Now | Informatica | $18.46 | 89.6% | Matthew Hedberg75% | $35 → $35 | Reiterates | Outperform → Outperform | Get Alert |
| 07/30/2024 | VRNS | Buy Now | Varonis Systems | $41.85 | 55.3% | Matthew Hedberg75% | $58 → $65 | Maintains | Outperform | Get Alert |
| 07/30/2024 | FFIV | Buy Now | F5 | $266.67 | -23.13% | Matthew Hedberg75% | $182 → $205 | Maintains | Sector Perform | Get Alert |
| 07/26/2024 | NTCT | Buy Now | NetScout Systems | $21.28 | 3.38% | Matthew Hedberg75% | $22 → $22 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 07/25/2024 | NOW | Buy Now | ServiceNow | $840.13 | 4.75% | Matthew Hedberg75% | $850 → $880 | Maintains | Outperform | Get Alert |
| 07/25/2024 | CHKP | Buy Now | Check Point Software | $231.97 | -19.38% | Matthew Hedberg75% | $165 → $187 | Maintains | Sector Perform | Get Alert |
| 07/22/2024 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | 2.55% | Matthew Hedberg75% | $420 → $380 | Maintains | Outperform | Get Alert |
| 07/18/2024 | GTLB | Buy Now | GitLab | $50.59 | 28.48% | Matthew Hedberg75% | $65 → $65 | Reiterates | Outperform → Outperform | Get Alert |
| 07/01/2024 | IOT | Buy Now | Samsara | $38.98 | 20.56% | Matthew Hedberg75% | $47 → $47 | Reiterates | Outperform → Outperform | Get Alert |
| 06/28/2024 | GTLB | Buy Now | GitLab | $50.59 | 28.48% | Matthew Hedberg75% | $65 → $65 | Reiterates | Outperform → Outperform | Get Alert |
| 06/26/2024 | IOT | Buy Now | Samsara | $38.98 | 20.56% | Matthew Hedberg75% | $47 → $47 | Reiterates | Outperform → Outperform | Get Alert |
| 06/18/2024 | ADSK | Buy Now | Autodesk | $270.15 | -3.76% | Matthew Hedberg75% | $260 → $260 | Reiterates | Outperform → Outperform | Get Alert |
| 06/17/2024 | OKTA | Buy Now | Okta | $113.50 | 10.13% | Matthew Hedberg75% | $125 → $125 | Reiterates | Outperform → Outperform | Get Alert |
| 06/14/2024 | ADBE | Buy Now | Adobe | $391.60 | 53.22% | Matthew Hedberg75% | $600 → $600 | Reiterates | Outperform → Outperform | Get Alert |
| 06/12/2024 | ADSK | Buy Now | Autodesk | $270.15 | -3.76% | Matthew Hedberg75% | $260 → $260 | Reiterates | Outperform → Outperform | Get Alert |
| 06/07/2024 | IOT | Buy Now | Samsara | $38.98 | 20.56% | Matthew Hedberg75% | $47 → $47 | Reiterates | Outperform → Outperform | Get Alert |
| 06/06/2024 | BASE | Buy Now | Couchbase | $13.26 | 133.87% | Matthew Hedberg75% | $35 → $31 | Maintains | Outperform | Get Alert |
| 06/05/2024 | ADBE | Buy Now | Adobe | $391.60 | 53.22% | Matthew Hedberg75% | $630 → $600 | Maintains | Outperform | Get Alert |
| 06/05/2024 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | 13.35% | Matthew Hedberg75% | $420 → $420 | Reiterates | Outperform → Outperform | Get Alert |
| 06/05/2024 | MGNI | Buy Now | Magnite | $12.98 | 46.38% | Matthew Hedberg75% | $17 → $19 | Maintains | Outperform | Get Alert |
| 06/05/2024 | SNOW | Buy Now | Snowflake | $155.00 | 18.06% | Matthew Hedberg75% | $226 → $183 | Maintains | Outperform | Get Alert |
| 06/04/2024 | GTLB | Buy Now | GitLab | $50.59 | 28.48% | Matthew Hedberg75% | $74 → $65 | Maintains | Outperform | Get Alert |
| 06/04/2024 | CFLT | Buy Now | Confluent | $26.61 | 50.32% | Matthew Hedberg75% | $40 → $40 | Reiterates | Outperform → Outperform | Get Alert |
| 05/31/2024 | NET | Buy Now | Cloudflare | $114.83 | -21.62% | Matthew Hedberg75% | $108 → $90 | Maintains | Outperform | Get Alert |
| 05/31/2024 | ZS | Buy Now | Zscaler | $204.00 | 12.75% | Matthew Hedberg75% | $215 → $230 | Maintains | Outperform | Get Alert |
| 05/24/2024 | PANW | Buy Now | Palo Alto Networks | $185.22 | 94.37% | Matthew Hedberg75% | $180 → $180 | Reiterates | Outperform → Outperform | Get Alert |
| 05/23/2024 | INFA | Buy Now | Informatica | $18.46 | 122.1% | Matthew Hedberg75% | $41 → $41 | Reiterates | Outperform → Outperform | Get Alert |
| 05/23/2024 | SNOW | Buy Now | Snowflake | $155.00 | 45.81% | Matthew Hedberg75% | $220 → $226 | Maintains | Outperform | Get Alert |
| 05/21/2024 | PANW | Buy Now | Palo Alto Networks | $185.22 | 94.37% | Matthew Hedberg75% | $182.5 → $180 | Maintains | Outperform | Get Alert |
| 05/20/2024 | SNOW | Buy Now | Snowflake | $155.00 | 41.94% | Matthew Hedberg75% | $246 → $220 | Maintains | Outperform | Get Alert |
| 05/16/2024 | DT | Buy Now | Dynatrace | $49.26 | 21.82% | Matthew Hedberg75% | $66 → $60 | Maintains | Outperform | Get Alert |
| 05/09/2024 | JAMF | Buy Now | Jamf Holding | $13.40 | 71.58% | Matthew Hedberg75% | $21 → $23 | Maintains | Outperform | Get Alert |
| 05/09/2024 | TTD | Buy Now | Trade Desk | $55.02 | 99.93% | Matthew Hedberg75% | $105 → $110 | Maintains | Outperform | Get Alert |
| 05/08/2024 | CFLT | Buy Now | Confluent | $26.61 | 50.32% | Matthew Hedberg75% | $37 → $40 | Maintains | Outperform | Get Alert |
| 05/08/2024 | RPD | Buy Now | Rapid7 | $29.43 | 93.65% | Matthew Hedberg75% | $70 → $57 | Maintains | Outperform | Get Alert |
| 05/07/2024 | TDC | Buy Now | Teradata | $23.67 | 85.89% | Matthew Hedberg75% | $48 → $44 | Maintains | Sector Perform | Get Alert |
| 05/07/2024 | VRNS | Buy Now | Varonis Systems | $41.85 | 38.57% | Matthew Hedberg75% | $56 → $58 | Maintains | Outperform | Get Alert |
| 05/02/2024 | QTWO | Buy Now | Q2 Holdings | $77.33 | -22.41% | Matthew Hedberg75% | $46 → $60 | Maintains | Sector Perform | Get Alert |
| 04/30/2024 | FFIV | Buy Now | F5 | $266.67 | -31.75% | Matthew Hedberg75% | $204 → $182 | Maintains | Sector Perform | Get Alert |
| 04/15/2024 | INFA | Buy Now | Informatica | $18.46 | 122.1% | Matthew Hedberg75% | $41 → $41 | Reiterates | Outperform → Outperform | Get Alert |
| 04/01/2024 | PATH | Buy Now | UiPath | $10.83 | 167.78% | Matthew Hedberg75% | $29 → $29 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 04/01/2024 | ADSK | Buy Now | Autodesk | $270.15 | 18.45% | Matthew Hedberg75% | $320 → $320 | Reiterates | Outperform → Outperform | Get Alert |
| 03/27/2024 | ADBE | Buy Now | Adobe | $391.60 | 60.88% | Matthew Hedberg75% | → $630 | Reiterates | Outperform → Outperform | Get Alert |
| 03/21/2024 | ALTR | Buy Now | Altair Engineering | $111.49 | -19.28% | Matthew Hedberg75% | $90 → $90 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 03/20/2024 | PATH | Buy Now | UiPath | $10.83 | 167.78% | Matthew Hedberg75% | $29 → $29 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 03/15/2024 | VRNS | Buy Now | Varonis Systems | $41.85 | 33.8% | Matthew Hedberg75% | $56 → $56 | Reiterates | Outperform → Outperform | Get Alert |
| 03/15/2024 | EVCM | Buy Now | EverCommerce | $10.04 | 9.56% | Matthew Hedberg75% | $12 → $11 | Maintains | Outperform | Get Alert |
| 03/15/2024 | ADBE | Buy Now | Adobe | $391.60 | 60.88% | Matthew Hedberg75% | $650 → $630 | Maintains | Outperform | Get Alert |
| 03/14/2024 | JAMF | Buy Now | Jamf Holding | $13.40 | 56.66% | Matthew Hedberg75% | $21 → $21 | Reiterates | Outperform → Outperform | Get Alert |
| 03/14/2024 | PATH | Buy Now | UiPath | $10.83 | 167.78% | Matthew Hedberg75% | $27 → $29 | Maintains | Sector Perform | Get Alert |
| 03/08/2024 | IOT | Buy Now | Samsara | $38.98 | 20.56% | Matthew Hedberg75% | $40 → $47 | Maintains | Outperform | Get Alert |
| 03/07/2024 | MGNI | Buy Now | Magnite | $12.98 | 15.56% | Matthew Hedberg75% | $15 → $15 | Reiterates | Outperform → Outperform | Get Alert |
| 03/06/2024 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | 13.35% | Matthew Hedberg75% | $357 → $420 | Maintains | Outperform | Get Alert |
| 03/06/2024 | BASE | Buy Now | Couchbase | $13.26 | 164.05% | Matthew Hedberg75% | $32 → $35 | Maintains | Outperform | Get Alert |
| 03/05/2024 | GTLB | Buy Now | GitLab | $50.59 | 58.13% | Matthew Hedberg75% | $80 → $80 | Reiterates | Outperform → Outperform | Get Alert |
| 03/01/2024 | ADSK | Buy Now | Autodesk | $270.15 | 18.45% | Matthew Hedberg75% | $290 → $320 | Maintains | Outperform | Get Alert |
| 03/01/2024 | XMTR | Buy Now | Xometry | $25.54 | -9.95% | Matthew Hedberg75% | $38 → $23 | Maintains | Sector Perform | Get Alert |
| 02/29/2024 | SNOW | Buy Now | Snowflake | $155.00 | 58.71% | Matthew Hedberg75% | $255 → $246 | Maintains | Outperform | Get Alert |
| 02/29/2024 | OKTA | Buy Now | Okta | $113.50 | 10.13% | Matthew Hedberg75% | $95 → $125 | Maintains | Outperform | Get Alert |
| 02/29/2024 | NTNX | Buy Now | Nutanix | $71.02 | 1.38% | Matthew Hedberg75% | $68 → $72 | Maintains | Outperform | Get Alert |
| 02/29/2024 | MGNI | Buy Now | Magnite | $12.98 | 15.56% | Matthew Hedberg75% | $13 → $15 | Maintains | Outperform | Get Alert |
| 02/28/2024 | BSY | Buy Now | Bentley Systems | $42.09 | 44.92% | Matthew Hedberg75% | $61 → $61 | Reiterates | Outperform → Outperform | Get Alert |
| 02/28/2024 | JAMF | Buy Now | Jamf Holding | $13.40 | 56.66% | Matthew Hedberg75% | $22 → $21 | Maintains | Outperform | Get Alert |
| 02/23/2024 | ALTR | Buy Now | Altair Engineering | $111.49 | -19.28% | Matthew Hedberg75% | $90 → $90 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 02/23/2024 | NABL | Buy Now | N-able | $7.87 | 116.01% | Matthew Hedberg75% | $16 → $17 | Maintains | Outperform | Get Alert |
| 02/21/2024 | PANW | Buy Now | Palo Alto Networks | $185.22 | 97.07% | Matthew Hedberg75% | $210 → $182.5 | Maintains | Outperform | Get Alert |
| 02/16/2024 | DDOG | Buy Now | Datadog | $103.69 | 45.63% | Matthew Hedberg75% | $151 → $151 | Reiterates | Outperform → Outperform | Get Alert |
| 02/16/2024 | TTD | Buy Now | Trade Desk | $55.02 | 90.84% | Matthew Hedberg75% | $90 → $105 | Maintains | Outperform | Get Alert |
| 02/14/2024 | DDOG | Buy Now | Datadog | $103.69 | 45.63% | Matthew Hedberg75% | $145 → $151 | Maintains | Outperform | Get Alert |
| 02/14/2024 | CFLT | Buy Now | Confluent | $26.61 | 39.05% | Matthew Hedberg75% | $35 → $37 | Maintains | Outperform | Get Alert |
| 02/13/2024 | TDC | Buy Now | Teradata | $23.67 | 102.79% | Matthew Hedberg75% | $59 → $48 | Maintains | Sector Perform | Get Alert |
| 02/09/2024 | FFIV | Buy Now | F5 | $266.67 | -23.5% | Matthew Hedberg75% | $204 → $204 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 02/09/2024 | DT | Buy Now | Dynatrace | $49.26 | 34% | Matthew Hedberg75% | $66 → $66 | Reiterates | Outperform → Outperform | Get Alert |
| 02/09/2024 | SWI | Buy Now | SolarWinds | $18.40 | -18.48% | Matthew Hedberg75% | $13 → $15 | Maintains | Sector Perform | Get Alert |
| 02/09/2024 | NET | Buy Now | Cloudflare | $114.83 | -5.95% | Matthew Hedberg75% | $95 → $108 | Maintains | Outperform | Get Alert |
| 02/08/2024 | RPD | Buy Now | Rapid7 | $29.43 | 137.81% | Matthew Hedberg75% | $70 → $70 | Reiterates | Outperform → Outperform | Get Alert |
| 02/08/2024 | QLYS | Buy Now | Qualys | $131.98 | 36.38% | Matthew Hedberg75% | $212 → $180 | Maintains | Sector Perform | Get Alert |
| 02/08/2024 | CFLT | Buy Now | Confluent | $26.61 | 31.53% | Matthew Hedberg75% | $30 → $35 | Maintains | Outperform | Get Alert |
| 02/07/2024 | CHKP | Buy Now | Check Point Software | $231.97 | -28.87% | Matthew Hedberg75% | $159 → $165 | Maintains | Sector Perform | Get Alert |
| 02/06/2024 | VRNS | Buy Now | Varonis Systems | $41.85 | 33.8% | Matthew Hedberg75% | $52 → $56 | Maintains | Outperform | Get Alert |
| 02/02/2024 | GEN | Buy Now | Gen Digital | $28.00 | -10.71% | Matthew Hedberg75% | $25 → $25 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 02/01/2024 | PTC | Buy Now | PTC | $161.14 | 25.36% | Matthew Hedberg75% | $202 → $202 | Reiterates | Outperform → Outperform | Get Alert |
| 01/30/2024 | FFIV | Buy Now | F5 | $266.67 | -23.5% | Matthew Hedberg75% | $185 → $204 | Maintains | Sector Perform | Get Alert |
| 01/25/2024 | NOW | Buy Now | ServiceNow | $840.13 | 1.17% | Matthew Hedberg75% | $840 → $850 | Maintains | Outperform | Get Alert |
| 01/05/2024 | SNOW | Buy Now | Snowflake | $155.00 | 48.39% | Matthew Hedberg75% | → $230 | Initiates | → Outperform | Get Alert |
| 12/07/2023 | BASE | Buy Now | Couchbase | $13.26 | 96.15% | Matthew Hedberg75% | $25 → $26 | Maintains | Outperform | Get Alert |
| 12/06/2023 | GTLB | Buy Now | GitLab | $50.59 | 38.37% | Matthew Hedberg75% | $62 → $70 | Maintains | Outperform | Get Alert |
| 12/05/2023 | GTLB | Buy Now | GitLab | $50.59 | 38.37% | Matthew Hedberg75% | $62 → $70 | Maintains | Outperform | Get Alert |
| 12/04/2023 | VRNS | Buy Now | Varonis Systems | $41.85 | 24.24% | Matthew Hedberg75% | $40 → $52 | Maintains | Outperform | Get Alert |
| 12/01/2023 | PATH | Buy Now | UiPath | $10.83 | 121.61% | Matthew Hedberg75% | $19 → $24 | Maintains | Sector Perform | Get Alert |
| 12/01/2023 | IOT | Buy Now | Samsara | $38.98 | -10.22% | Matthew Hedberg75% | $34 → $35 | Maintains | Outperform | Get Alert |
| 12/01/2023 | PD | Buy Now | PagerDuty | $18.46 | 67.89% | Matthew Hedberg75% | $32 → $31 | Maintains | Outperform | Get Alert |
| 12/01/2023 | ESTC | Buy Now | Elastic | $93.83 | 14.04% | Matthew Hedberg75% | $87 → $107 | Maintains | Outperform | Get Alert |
| 11/30/2023 | OKTA | Buy Now | Okta | $113.50 | -16.3% | Matthew Hedberg75% | $100 → $95 | Maintains | Outperform | Get Alert |
| 11/30/2023 | NTNX | Buy Now | Nutanix | $71.02 | -23.97% | Matthew Hedberg75% | $47 → $54 | Maintains | Outperform | Get Alert |
| 11/28/2023 | ZS | Buy Now | Zscaler | $204.00 | 7.84% | Matthew Hedberg75% | → $220 | Reiterates | Outperform → Outperform | Get Alert |
| 11/22/2023 | ADSK | Buy Now | Autodesk | $270.15 | -7.46% | Matthew Hedberg75% | $260 → $250 | Maintains | Outperform | Get Alert |
| 11/16/2023 | PANW | Buy Now | Palo Alto Networks | $185.22 | 51.72% | Matthew Hedberg75% | → $140.5 | Reiterates | Outperform → Outperform | Get Alert |
| 11/10/2023 | XMTR | Buy Now | Xometry | $25.54 | -21.69% | Matthew Hedberg75% | $21 → $20 | Maintains | Sector Perform | Get Alert |
| 11/10/2023 | TTD | Buy Now | Trade Desk | $55.02 | 63.58% | Matthew Hedberg75% | $100 → $90 | Maintains | Outperform | Get Alert |
| 11/09/2023 | NOW | Buy Now | ServiceNow | $840.13 | -19.06% | Matthew Hedberg75% | $665 → $680 | Maintains | Outperform | Get Alert |
| 11/09/2023 | MGNI | Buy Now | Magnite | $12.98 | 0.15% | Matthew Hedberg75% | $15 → $13 | Maintains | Outperform | Get Alert |
| 11/09/2023 | JAMF | Buy Now | Jamf Holding | $13.40 | 64.12% | Matthew Hedberg75% | $24 → $22 | Maintains | Outperform | Get Alert |
| 11/08/2023 | PWSC | Buy Now | PowerSchool Holdings | — | — | Matthew Hedberg75% | $29 → $27 | Maintains | Outperform | Get Alert |
| 11/08/2023 | GEN | Buy Now | Gen Digital | $28.00 | -21.43% | Matthew Hedberg75% | $21 → $22 | Maintains | Sector Perform | Get Alert |
| 11/08/2023 | DDOG | Buy Now | Datadog | $103.69 | 15.73% | Matthew Hedberg75% | $103 → $120 | Maintains | Outperform | Get Alert |
| 11/08/2023 | BSY | Buy Now | Bentley Systems | $42.09 | 44.92% | Matthew Hedberg75% | $59 → $61 | Maintains | Outperform | Get Alert |
| 11/07/2023 | OLO | Buy Now | Olo | $6.37 | 41.29% | Matthew Hedberg75% | $11 → $9 | Maintains | Outperform | Get Alert |
| 11/07/2023 | EVCM | Buy Now | EverCommerce | $10.04 | 19.52% | Matthew Hedberg75% | $14 → $12 | Maintains | Outperform | Get Alert |
| 11/06/2023 | CFLT | Buy Now | Confluent | $26.61 | -17.32% | Matthew Hedberg75% | → $22 | Initiates | → Outperform | Get Alert |
| 11/03/2023 | NET | Buy Now | Cloudflare | $114.83 | -43.39% | Matthew Hedberg75% | $70 → $65 | Maintains | Outperform | Get Alert |
| 11/03/2023 | ANSS | Buy Now | Ansys | $323.69 | -10.41% | Matthew Hedberg75% | $310 → $290 | Maintains | Sector Perform | Get Alert |
| 10/25/2023 | FFIV | Buy Now | F5 | $266.67 | -40% | Matthew Hedberg75% | $173 → $160 | Maintains | Sector Perform | Get Alert |
| 10/11/2023 | ADBE | Buy Now | Adobe | $391.60 | 57.05% | Matthew Hedberg75% | → $615 | Reiterates | Outperform → Outperform | Get Alert |
| 09/28/2023 | PATH | Buy Now | UiPath | $10.83 | 75.44% | Matthew Hedberg75% | → $19 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 09/27/2023 | NTNX | Buy Now | Nutanix | $71.02 | -33.82% | Matthew Hedberg75% | $43 → $47 | Maintains | Outperform | Get Alert |
| 09/22/2023 | JAMF | Buy Now | Jamf Holding | $13.40 | 79.04% | Matthew Hedberg75% | → $24 | Reiterates | Outperform → Outperform | Get Alert |
| 09/22/2023 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $132 → $157 | Downgrade | Outperform → Sector Perform | Get Alert |
| 09/15/2023 | IOT | Buy Now | Samsara | $38.98 | -12.79% | Matthew Hedberg75% | → $34 | Reiterates | Outperform → Outperform | Get Alert |
| 09/15/2023 | PWSC | Buy Now | PowerSchool Holdings | — | — | Matthew Hedberg75% | → $29 | Reiterates | Outperform → Outperform | Get Alert |
| 09/15/2023 | DV | Buy Now | DoubleVerify Hldgs | $14.62 | 228.32% | Matthew Hedberg75% | → $48 | Reiterates | Outperform → Outperform | Get Alert |
| 09/15/2023 | ADSK | Buy Now | Autodesk | $270.15 | -3.76% | Matthew Hedberg75% | → $260 | Reiterates | Outperform → Outperform | Get Alert |
| 09/15/2023 | ADBE | Buy Now | Adobe | $391.60 | 57.05% | Matthew Hedberg75% | → $615 | Reiterates | Outperform → Outperform | Get Alert |
| 09/13/2023 | BASE | Buy Now | Couchbase | $13.26 | 88.61% | Matthew Hedberg75% | → $25 | Reiterates | Outperform → Outperform | Get Alert |
| 09/07/2023 | PATH | Buy Now | UiPath | $10.83 | 75.44% | Matthew Hedberg75% | $18 → $19 | Maintains | Sector Perform | Get Alert |
| 09/07/2023 | BASE | Buy Now | Couchbase | $13.26 | 88.61% | Matthew Hedberg75% | → $25 | Reiterates | Outperform → Outperform | Get Alert |
| 09/06/2023 | ZS | Buy Now | Zscaler | $204.00 | -9.31% | Matthew Hedberg75% | $162 → $185 | Maintains | Outperform | Get Alert |
| 09/06/2023 | GTLB | Buy Now | GitLab | $50.59 | 22.55% | Matthew Hedberg75% | $60 → $62 | Maintains | Outperform | Get Alert |
| 09/01/2023 | IOT | Buy Now | Samsara | $38.98 | -12.79% | Matthew Hedberg75% | $32 → $34 | Maintains | Outperform | Get Alert |
| 09/01/2023 | NTNX | Buy Now | Nutanix | $71.02 | -39.45% | Matthew Hedberg75% | $38 → $43 | Maintains | Outperform | Get Alert |
| 09/01/2023 | ESTC | Buy Now | Elastic | $93.83 | -7.28% | Matthew Hedberg75% | $84 → $87 | Maintains | Outperform | Get Alert |
| 08/31/2023 | OKTA | Buy Now | Okta | $113.50 | -1.32% | Matthew Hedberg75% | → $112 | Reiterates | Outperform → Outperform | Get Alert |
| 08/31/2023 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -50.07% | Matthew Hedberg75% | $182 → $185 | Maintains | Outperform | Get Alert |
| 08/24/2023 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $125 → $132 | Maintains | Outperform | Get Alert |
| 08/24/2023 | ADSK | Buy Now | Autodesk | $270.15 | -3.76% | Matthew Hedberg75% | $250 → $260 | Maintains | Outperform | Get Alert |
| 08/21/2023 | PANW | Buy Now | Palo Alto Networks | $185.22 | 51.72% | Matthew Hedberg75% | $125 → $140.5 | Maintains | Outperform | Get Alert |
| 08/10/2023 | TTD | Buy Now | Trade Desk | $55.02 | 81.75% | Matthew Hedberg75% | → $100 | Reiterates | Outperform → Outperform | Get Alert |
| 08/10/2023 | MGNI | Buy Now | Magnite | $12.98 | 38.67% | Matthew Hedberg75% | $20 → $18 | Maintains | Outperform | Get Alert |
| 08/10/2023 | INFA | Buy Now | Informatica | $18.46 | 30.01% | Matthew Hedberg75% | $22 → $24 | Maintains | Outperform | Get Alert |
| 08/09/2023 | JAMF | Buy Now | Jamf Holding | $13.40 | 79.04% | Matthew Hedberg75% | $25 → $24 | Maintains | Outperform | Get Alert |
| 08/09/2023 | DDOG | Buy Now | Datadog | $103.69 | -0.67% | Matthew Hedberg75% | $118 → $103 | Maintains | Outperform | Get Alert |
| 08/08/2023 | EVCM | Buy Now | EverCommerce | $10.04 | 39.44% | Matthew Hedberg75% | → $14 | Reiterates | Outperform → Outperform | Get Alert |
| 08/07/2023 | PANW | Buy Now | Palo Alto Networks | $185.22 | 34.98% | Matthew Hedberg75% | $138.5 → $125 | Maintains | Outperform | Get Alert |
| 08/07/2023 | DDOG | Buy Now | Datadog | $103.69 | 13.8% | Matthew Hedberg75% | $95 → $118 | Maintains | Outperform | Get Alert |
| 08/07/2023 | BSY | Buy Now | Bentley Systems | $42.09 | 40.16% | Matthew Hedberg75% | $53 → $59 | Maintains | Outperform | Get Alert |
| 08/04/2023 | SWI | Buy Now | SolarWinds | $18.40 | -29.35% | Matthew Hedberg75% | $11 → $13 | Maintains | Sector Perform | Get Alert |
| 08/04/2023 | NET | Buy Now | Cloudflare | $114.83 | -34.69% | Matthew Hedberg75% | $71 → $75 | Maintains | Outperform | Get Alert |
| 08/04/2023 | ALTR | Buy Now | Altair Engineering | $111.49 | -33.63% | Matthew Hedberg75% | $71 → $74 | Maintains | Sector Perform | Get Alert |
| 08/04/2023 | ANSS | Buy Now | Ansys | $323.69 | -4.23% | Matthew Hedberg75% | → $310 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 08/02/2023 | OLO | Buy Now | Olo | $6.37 | 72.68% | Matthew Hedberg75% | $10 → $11 | Maintains | Outperform | Get Alert |
| 08/01/2023 | VRNS | Buy Now | Varonis Systems | $41.85 | -16.38% | Matthew Hedberg75% | $30 → $35 | Maintains | Outperform | Get Alert |
| 08/01/2023 | DV | Buy Now | DoubleVerify Hldgs | $14.62 | 228.32% | Matthew Hedberg75% | → $48 | Reiterates | Outperform → Outperform | Get Alert |
| 07/31/2023 | NET | Buy Now | Cloudflare | $114.83 | -38.17% | Matthew Hedberg75% | $54 → $71 | Maintains | Outperform | Get Alert |
| 07/31/2023 | DT | Buy Now | Dynatrace | $49.26 | 21.82% | Matthew Hedberg75% | $52 → $60 | Maintains | Outperform | Get Alert |
| 07/27/2023 | NOW | Buy Now | ServiceNow | $840.13 | -20.85% | Matthew Hedberg75% | $650 → $665 | Maintains | Outperform | Get Alert |
| 07/27/2023 | PTC | Buy Now | PTC | $161.14 | 8.6% | Matthew Hedberg75% | $165 → $175 | Maintains | Outperform | Get Alert |
| 07/27/2023 | CHKP | Buy Now | Check Point Software | $231.97 | -40.51% | Matthew Hedberg75% | $132 → $138 | Maintains | Sector Perform | Get Alert |
| 07/25/2023 | FFIV | Buy Now | F5 | $266.67 | -35.13% | Matthew Hedberg75% | $146 → $173 | Maintains | Sector Perform | Get Alert |
| 07/24/2023 | PTC | Buy Now | PTC | $161.14 | 2.4% | Matthew Hedberg75% | $158 → $165 | Maintains | Outperform | Get Alert |
| 07/24/2023 | NOW | Buy Now | ServiceNow | $840.13 | -22.63% | Matthew Hedberg75% | $540 → $650 | Maintains | Outperform | Get Alert |
| 07/18/2023 | ESTC | Buy Now | Elastic | $93.83 | -10.48% | Matthew Hedberg75% | → $84 | Reiterates | Outperform → Outperform | Get Alert |
| 07/17/2023 | OLO | Buy Now | Olo | $6.37 | 56.99% | Matthew Hedberg75% | → $10 | Reiterates | Outperform → Outperform | Get Alert |
| 07/05/2023 | PANW | Buy Now | Palo Alto Networks | $185.22 | 49.56% | Matthew Hedberg75% | $116 → $138.5 | Maintains | Outperform | Get Alert |
| 06/23/2023 | IOT | Buy Now | Samsara | $38.98 | -17.92% | Matthew Hedberg75% | $27 → $32 | Maintains | Outperform | Get Alert |
| 06/23/2023 | GTLB | Buy Now | GitLab | $50.59 | 18.6% | Matthew Hedberg75% | $56 → $60 | Maintains | Outperform | Get Alert |
| 06/23/2023 | DV | Buy Now | DoubleVerify Hldgs | $14.62 | 228.32% | Matthew Hedberg75% | $48 → $48 | Reiterates | Outperform → Outperform | Get Alert |
| 06/16/2023 | TRMR | Buy Now | Tremor Intl | — | — | Matthew Hedberg75% | → $13 | Reiterates | Outperform → Outperform | Get Alert |
| 06/16/2023 | ADBE | Buy Now | Adobe | $391.60 | 41.73% | Matthew Hedberg75% | $460 → $555 | Maintains | Outperform | Get Alert |
| 06/14/2023 | DV | Buy Now | DoubleVerify Hldgs | $14.62 | 228.32% | Matthew Hedberg75% | $34 → $48 | Maintains | Outperform | Get Alert |
| 06/08/2023 | ADBE | Buy Now | Adobe | $391.60 | 17.47% | Matthew Hedberg75% | $415 → $460 | Maintains | Outperform | Get Alert |
| 06/07/2023 | TTD | Buy Now | Trade Desk | $55.02 | 54.49% | Matthew Hedberg75% | → $85 | Reiterates | Outperform → Outperform | Get Alert |
| 06/07/2023 | RPD | Buy Now | Rapid7 | $29.43 | 103.84% | Matthew Hedberg75% | → $60 | Reiterates | Outperform → Outperform | Get Alert |
| 06/07/2023 | BASE | Buy Now | Couchbase | $13.26 | 88.61% | Matthew Hedberg75% | → $25 | Reiterates | Outperform → Outperform | Get Alert |
| 06/06/2023 | GTLB | Buy Now | GitLab | $50.59 | 10.69% | Matthew Hedberg75% | $45 → $56 | Maintains | Outperform | Get Alert |
| 06/05/2023 | GTLB | Buy Now | GitLab | $50.59 | -11.05% | Matthew Hedberg75% | → $45 | Reiterates | → Outperform | Get Alert |
| 06/05/2023 | BASE | Buy Now | Couchbase | $13.26 | 88.61% | Matthew Hedberg75% | $20 → $25 | Maintains | Outperform | Get Alert |
| 06/02/2023 | IOT | Buy Now | Samsara | $38.98 | -30.74% | Matthew Hedberg75% | $24 → $27 | Reiterates | Outperform → Outperform | Get Alert |
| 06/02/2023 | ESTC | Buy Now | Elastic | $93.83 | -10.48% | Matthew Hedberg75% | → $84 | Reiterates | Outperform → Outperform | Get Alert |
| 06/02/2023 | ZS | Buy Now | Zscaler | $204.00 | -20.59% | Matthew Hedberg75% | $155 → $162 | Maintains | Outperform | Get Alert |
| 06/01/2023 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -50.88% | Matthew Hedberg75% | $180 → $182 | Maintains | Outperform | Get Alert |
| 06/01/2023 | OKTA | Buy Now | Okta | $113.50 | -1.32% | Matthew Hedberg75% | $110 → $112 | Maintains | Outperform | Get Alert |
| 06/01/2023 | TTD | Buy Now | Trade Desk | $55.02 | 54.49% | Matthew Hedberg75% | $77 → $85 | Maintains | Outperform | Get Alert |
| 06/01/2023 | ZS | Buy Now | Zscaler | $204.00 | -24.02% | Matthew Hedberg75% | → $155 | Reiterates | → Outperform | Get Alert |
| 05/31/2023 | TRMR | Buy Now | Tremor Intl | — | — | Matthew Hedberg75% | → $13 | Reiterates | Outperform → Outperform | Get Alert |
| 05/31/2023 | IOT | Buy Now | Samsara | $38.98 | -38.44% | Matthew Hedberg75% | $21 → $24 | Maintains | Outperform | Get Alert |
| 05/31/2023 | ESTC | Buy Now | Elastic | $93.83 | -10.48% | Matthew Hedberg75% | $71 → $84 | Maintains | Outperform | Get Alert |
| 05/30/2023 | OKTA | Buy Now | Okta | $113.50 | -3.08% | Matthew Hedberg75% | $100 → $110 | Maintains | Outperform | Get Alert |
| 05/30/2023 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -51.42% | Matthew Hedberg75% | $170 → $180 | Maintains | Outperform | Get Alert |
| 05/26/2023 | ADSK | Buy Now | Autodesk | $270.15 | -7.46% | Matthew Hedberg75% | → $250 | Reiterates | Outperform → Outperform | Get Alert |
| 05/25/2023 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $120 → $125 | Maintains | Outperform | Get Alert |
| 05/25/2023 | NTNX | Buy Now | Nutanix | $71.02 | -46.49% | Matthew Hedberg75% | $33 → $38 | Maintains | Outperform | Get Alert |
| 05/24/2023 | TRMR | Buy Now | Tremor Intl | — | — | Matthew Hedberg75% | → $13 | Maintains | Outperform | Get Alert |
| 05/24/2023 | PANW | Buy Now | Palo Alto Networks | $185.22 | 25.26% | Matthew Hedberg75% | $108 → $116 | Maintains | Outperform | Get Alert |
| 05/19/2023 | ADBE | Buy Now | Adobe | $391.60 | 5.98% | Matthew Hedberg75% | → $415 | Reinstates | Outperform → Outperform | Get Alert |
| 05/18/2023 | DT | Buy Now | Dynatrace | $49.26 | 5.57% | Matthew Hedberg75% | → $52 | Reiterates | Outperform → Outperform | Get Alert |
| 05/17/2023 | NOW | Buy Now | ServiceNow | $840.13 | -35.72% | Matthew Hedberg75% | $525 → $540 | Maintains | Outperform | Get Alert |
| 05/17/2023 | PTC | Buy Now | PTC | $161.14 | -1.95% | Matthew Hedberg75% | → $158 | Reiterates | Outperform → Outperform | Get Alert |
| 05/12/2023 | GEN | Buy Now | Gen Digital | $28.00 | -25% | Matthew Hedberg75% | $26 → $21 | Maintains | Sector Perform | Get Alert |
| 05/11/2023 | NABL | Buy Now | N-able | $7.87 | 103.3% | Matthew Hedberg75% | $15 → $16 | Maintains | Outperform | Get Alert |
| 05/11/2023 | DV | Buy Now | DoubleVerify Hldgs | $14.62 | 132.56% | Matthew Hedberg75% | → $34 | Reiterates | Outperform → Outperform | Get Alert |
| 05/11/2023 | TTD | Buy Now | Trade Desk | $55.02 | 39.95% | Matthew Hedberg75% | $75 → $77 | Maintains | Outperform | Get Alert |
| 05/10/2023 | RPD | Buy Now | Rapid7 | $29.43 | 103.84% | Matthew Hedberg75% | → $60 | Reiterates | → Outperform | Get Alert |
| 05/10/2023 | EVCM | Buy Now | EverCommerce | $10.04 | 39.44% | Matthew Hedberg75% | $12 → $14 | Maintains | Outperform | Get Alert |
| 05/10/2023 | BSY | Buy Now | Bentley Systems | $42.09 | 25.91% | Matthew Hedberg75% | $47 → $53 | Maintains | Outperform | Get Alert |
| 05/05/2023 | TDC | Buy Now | Teradata | $23.67 | 85.89% | Matthew Hedberg75% | $43 → $44 | Maintains | Sector Perform | Get Alert |
| 05/05/2023 | QLYS | Buy Now | Qualys | $131.98 | -9.08% | Matthew Hedberg75% | $122 → $120 | Maintains | Sector Perform | Get Alert |
| 05/05/2023 | NTCT | Buy Now | NetScout Systems | $21.28 | 59.77% | Matthew Hedberg75% | $36 → $34 | Maintains | Sector Perform | Get Alert |
| 05/05/2023 | DDOG | Buy Now | Datadog | $103.69 | -8.38% | Matthew Hedberg75% | $85 → $95 | Maintains | Outperform | Get Alert |
| 05/05/2023 | ALTR | Buy Now | Altair Engineering | $111.49 | -36.32% | Matthew Hedberg75% | $65 → $71 | Maintains | Sector Perform | Get Alert |
| 05/05/2023 | ANSS | Buy Now | Ansys | $323.69 | -4.23% | Matthew Hedberg75% | $292 → $310 | Maintains | Sector Perform | Get Alert |
| 05/04/2023 | INFA | Buy Now | Informatica | $18.46 | 8.34% | Matthew Hedberg75% | → $20 | Reiterates | → Outperform | Get Alert |
| 05/04/2023 | GTLB | Buy Now | GitLab | $50.59 | -11.05% | Matthew Hedberg75% | → $45 | Reiterates | → Outperform | Get Alert |
| 05/04/2023 | DV | Buy Now | DoubleVerify Hldgs | $14.62 | 132.56% | Matthew Hedberg75% | → $34 | Reiterates | → Outperform | Get Alert |
| 05/02/2023 | VRNS | Buy Now | Varonis Systems | $41.85 | -28.32% | Matthew Hedberg75% | $28 → $30 | Maintains | Outperform | Get Alert |
| 05/02/2023 | CHKP | Buy Now | Check Point Software | $231.97 | -43.09% | Matthew Hedberg75% | $135 → $132 | Maintains | Sector Perform | Get Alert |
| 04/27/2023 | NOW | Buy Now | ServiceNow | $840.13 | -37.51% | Matthew Hedberg75% | $520 → $525 | Maintains | Outperform | Get Alert |
| 04/27/2023 | PTC | Buy Now | PTC | $161.14 | -1.95% | Matthew Hedberg75% | $155 → $158 | Maintains | Outperform | Get Alert |
| 04/20/2023 | FFIV | Buy Now | F5 | $266.67 | -45.25% | Matthew Hedberg75% | $155 → $146 | Maintains | Sector Perform | Get Alert |
| 04/17/2023 | PD | Buy Now | PagerDuty | $18.46 | 100.38% | Matthew Hedberg75% | $34 → $37 | Maintains | Outperform | Get Alert |
| 04/13/2023 | ESTC | Buy Now | Elastic | $93.83 | -24.33% | Matthew Hedberg75% | → $71 | Reiterates | → Outperform | Get Alert |
| 04/05/2023 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -54.12% | Matthew Hedberg75% | $160 → $170 | Maintains | Outperform | Get Alert |
| 03/29/2023 | PATH | Buy Now | UiPath | $10.83 | 66.21% | Matthew Hedberg75% | $17 → $18 | Maintains | Sector Perform | Get Alert |
| 03/24/2023 | BSY | Buy Now | Bentley Systems | $42.09 | 11.66% | Matthew Hedberg75% | → $47 | Reiterates | → Outperform | Get Alert |
| 03/22/2023 | ADBE | Buy Now | Adobe | $391.60 | 5.98% | Matthew Hedberg75% | $395 → $415 | Maintains | Outperform | Get Alert |
| 03/16/2023 | PATH | Buy Now | UiPath | $10.83 | 56.97% | Matthew Hedberg75% | $15 → $17 | Maintains | Sector Perform | Get Alert |
| 03/16/2023 | PD | Buy Now | PagerDuty | $18.46 | 84.13% | Matthew Hedberg75% | $32 → $34 | Maintains | Outperform | Get Alert |
| 03/16/2023 | EVCM | Buy Now | EverCommerce | $10.04 | 19.52% | Matthew Hedberg75% | $11 → $12 | Maintains | Outperform | Get Alert |
| 03/16/2023 | ADBE | Buy Now | Adobe | $391.60 | 0.87% | Matthew Hedberg75% | → $395 | Reiterates | → Outperform | Get Alert |
| 03/15/2023 | VRNS | Buy Now | Varonis Systems | $41.85 | -25.93% | Matthew Hedberg75% | → $31 | Reiterates | → Outperform | Get Alert |
| 03/14/2023 | GTLB | Buy Now | GitLab | $50.59 | -11.05% | Matthew Hedberg75% | $60 → $45 | Maintains | Outperform | Get Alert |
| 03/13/2023 | PD | Buy Now | PagerDuty | $18.46 | 73.3% | Matthew Hedberg75% | → $32 | Reiterates | → Outperform | Get Alert |
| 03/13/2023 | ADBE | Buy Now | Adobe | $391.60 | 0.87% | Matthew Hedberg75% | → $395 | Reiterates | → Outperform | Get Alert |
| 03/13/2023 | PATH | Buy Now | UiPath | $10.83 | 38.51% | Matthew Hedberg75% | → $15 | Reiterates | → Sector Perform | Get Alert |
| 03/08/2023 | TRMR | Buy Now | Tremor Intl | — | — | Matthew Hedberg75% | $15 → $13 | Maintains | Outperform | Get Alert |
| 03/08/2023 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -56.82% | Matthew Hedberg75% | $150 → $160 | Maintains | Outperform | Get Alert |
| 03/08/2023 | BASE | Buy Now | Couchbase | $13.26 | 50.89% | Matthew Hedberg75% | $18 → $20 | Maintains | Outperform | Get Alert |
| 03/07/2023 | NTNX | Buy Now | Nutanix | $71.02 | -53.53% | Matthew Hedberg75% | → $33 | Reiterates | → Outperform | Get Alert |
| 03/06/2023 | SWI | Buy Now | SolarWinds | $18.40 | -40.22% | Matthew Hedberg75% | → $11 | Reiterates | → Sector Perform | Get Alert |
| 03/06/2023 | GTLB | Buy Now | GitLab | $50.59 | 18.6% | Matthew Hedberg75% | $50 → $60 | Maintains | Outperform | Get Alert |
| 03/02/2023 | OKTA | Buy Now | Okta | $113.50 | -11.89% | Matthew Hedberg75% | $95 → $100 | Maintains | Outperform | Get Alert |
| 03/02/2023 | XMTR | Buy Now | Xometry | $25.54 | -17.78% | Matthew Hedberg75% | $45 → $21 | Downgrade | Outperform → Sector Perform | Get Alert |
| 03/01/2023 | JAMF | Buy Now | Jamf Holding | $13.40 | 86.5% | Matthew Hedberg75% | $27 → $25 | Maintains | Outperform | Get Alert |
| 03/01/2023 | BSY | Buy Now | Bentley Systems | $42.09 | 11.66% | Matthew Hedberg75% | $44 → $47 | Maintains | Outperform | Get Alert |
| 02/27/2023 | IOT | Buy Now | Samsara | $38.98 | -51.26% | Matthew Hedberg75% | $15 → $19 | Maintains | Outperform | Get Alert |
| 02/24/2023 | ANSS | Buy Now | Ansys | $323.69 | -9.79% | Matthew Hedberg75% | $248 → $292 | Maintains | Sector Perform | Get Alert |
| 02/23/2023 | PWSC | Buy Now | PowerSchool Holdings | — | — | Matthew Hedberg75% | → $29 | Reiterates | → Outperform | Get Alert |
| 02/23/2023 | OLO | Buy Now | Olo | $6.37 | 56.99% | Matthew Hedberg75% | $9 → $10 | Maintains | Outperform | Get Alert |
| 02/23/2023 | MGNI | Buy Now | Magnite | $12.98 | 23.27% | Matthew Hedberg75% | → $16 | Reiterates | → Outperform | Get Alert |
| 02/22/2023 | PANW | Buy Now | Palo Alto Networks | $185.22 | 16.62% | Matthew Hedberg75% | $100 → $108 | Maintains | Outperform | Get Alert |
| 02/21/2023 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $110 → $120 | Maintains | Outperform | Get Alert |
| 02/21/2023 | PWSC | Buy Now | PowerSchool Holdings | — | — | Matthew Hedberg75% | $27 → $29 | Maintains | Outperform | Get Alert |
| 02/21/2023 | JAMF | Buy Now | Jamf Holding | $13.40 | 101.42% | Matthew Hedberg75% | $30 → $27 | Maintains | Outperform | Get Alert |
| 02/17/2023 | ADSK | Buy Now | Autodesk | $270.15 | -7.46% | Matthew Hedberg75% | $225 → $250 | Maintains | Outperform | Get Alert |
| 02/14/2023 | TDC | Buy Now | Teradata | $23.67 | 81.66% | Matthew Hedberg75% | $37 → $43 | Maintains | Sector Perform | Get Alert |
| 02/13/2023 | DDOG | Buy Now | Datadog | $103.69 | -3.56% | Matthew Hedberg75% | $105 → $100 | Maintains | Outperform | Get Alert |
| 02/10/2023 | SWI | Buy Now | SolarWinds | $18.40 | -40.22% | Matthew Hedberg75% | $10 → $11 | Maintains | Sector Perform | Get Alert |
| 02/10/2023 | NET | Buy Now | Cloudflare | $114.83 | -39.04% | Matthew Hedberg75% | $60 → $70 | Maintains | Outperform | Get Alert |
| 02/10/2023 | GTLB | Buy Now | GitLab | $50.59 | -1.17% | Matthew Hedberg75% | $60 → $50 | Maintains | Outperform | Get Alert |
| 02/10/2023 | SUMO | Buy Now | Sumo Logic | — | — | Matthew Hedberg75% | → $12 | Downgrade | Outperform → Sector Perform | Get Alert |
| 02/09/2023 | RPD | Buy Now | Rapid7 | $29.43 | 103.84% | Matthew Hedberg75% | → $60 | Reiterates | → Outperform | Get Alert |
| 02/09/2023 | INFA | Buy Now | Informatica | $18.46 | 24.59% | Matthew Hedberg75% | → $23 | Reiterates | → Outperform | Get Alert |
| 02/03/2023 | OKTA | Buy Now | Okta | $113.50 | -16.3% | Matthew Hedberg75% | $80 → $95 | Maintains | Outperform | Get Alert |
| 02/02/2023 | RPD | Buy Now | Rapid7 | $29.43 | 103.84% | Matthew Hedberg75% | $47 → $60 | Maintains | Outperform | Get Alert |
| 02/02/2023 | DT | Buy Now | Dynatrace | $49.26 | 5.57% | Matthew Hedberg75% | $45 → $52 | Maintains | Outperform | Get Alert |
| 01/30/2023 | PTC | Buy Now | PTC | $161.14 | -3.81% | Matthew Hedberg75% | $140 → $155 | Maintains | Outperform | Get Alert |
| 12/07/2022 | BASE | Buy Now | Couchbase | $13.26 | 35.8% | Matthew Hedberg75% | $20 → $18 | Maintains | Outperform | Get Alert |
| 12/06/2022 | GTLB | Buy Now | GitLab | $50.59 | 18.6% | Matthew Hedberg75% | $55 → $60 | Maintains | Outperform | Get Alert |
| 12/02/2022 | IOT | Buy Now | Samsara | $38.98 | -61.52% | Matthew Hedberg75% | $14 → $15 | Maintains | Outperform | Get Alert |
| 12/02/2022 | ZS | Buy Now | Zscaler | $204.00 | -24.02% | Matthew Hedberg75% | $185 → $155 | Maintains | Outperform | Get Alert |
| 12/01/2022 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $105 → $110 | Maintains | Outperform | Get Alert |
| 12/01/2022 | OKTA | Buy Now | Okta | $113.50 | -29.52% | Matthew Hedberg75% | $70 → $80 | Maintains | Outperform | Get Alert |
| 12/01/2022 | NTNX | Buy Now | Nutanix | $71.02 | -53.53% | Matthew Hedberg75% | $31 → $33 | Maintains | Outperform | Get Alert |
| 12/01/2022 | ESTC | Buy Now | Elastic | $93.83 | -24.33% | Matthew Hedberg75% | $85 → $71 | Maintains | Outperform | Get Alert |
| 11/30/2022 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -55.47% | Matthew Hedberg75% | $200 → $165 | Maintains | Outperform | Get Alert |
| 11/28/2022 | ZS | Buy Now | Zscaler | $204.00 | -9.31% | Matthew Hedberg75% | $210 → $185 | Maintains | Outperform | Get Alert |
| 11/28/2022 | PATH | Buy Now | UiPath | $10.83 | 38.51% | Matthew Hedberg75% | $16 → $15 | Maintains | Sector Perform | Get Alert |
| 11/28/2022 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $125 → $105 | Maintains | Outperform | Get Alert |
| 11/28/2022 | IOT | Buy Now | Samsara | $38.98 | -64.09% | Matthew Hedberg75% | $19 → $14 | Maintains | Outperform | Get Alert |
| 11/28/2022 | PD | Buy Now | PagerDuty | $18.46 | 73.3% | Matthew Hedberg75% | $38 → $32 | Maintains | Outperform | Get Alert |
| 11/28/2022 | NTNX | Buy Now | Nutanix | $71.02 | -56.35% | Matthew Hedberg75% | $24 → $31 | Maintains | Outperform | Get Alert |
| 11/28/2022 | GTLB | Buy Now | GitLab | $50.59 | 8.72% | Matthew Hedberg75% | $75 → $55 | Maintains | Outperform | Get Alert |
| 11/28/2022 | ESTC | Buy Now | Elastic | $93.83 | -9.41% | Matthew Hedberg75% | $100 → $85 | Maintains | Outperform | Get Alert |
| 11/28/2022 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -46.03% | Matthew Hedberg75% | $236 → $200 | Maintains | Outperform | Get Alert |
| 11/23/2022 | ADSK | Buy Now | Autodesk | $270.15 | -16.71% | Matthew Hedberg75% | $260 → $225 | Maintains | Outperform | Get Alert |
| 11/21/2022 | ADSK | Buy Now | Autodesk | $270.15 | -3.76% | Matthew Hedberg75% | $257 → $260 | Maintains | Outperform | Get Alert |
| 11/15/2022 | TRMR | Buy Now | Tremor Intl | — | — | Matthew Hedberg75% | $17 → $15 | Maintains | Outperform | Get Alert |
| 11/11/2022 | XMTR | Buy Now | Xometry | $25.54 | 111.43% | Matthew Hedberg75% | $60 → $54 | Maintains | Outperform | Get Alert |
| 11/11/2022 | NABL | Buy Now | N-able | $7.87 | 77.89% | Matthew Hedberg75% | $12 → $14 | Maintains | Outperform | Get Alert |
| 11/11/2022 | EVCM | Buy Now | EverCommerce | $10.04 | 19.52% | Matthew Hedberg75% | $13 → $12 | Maintains | Outperform | Get Alert |
| 11/10/2022 | TTD | Buy Now | Trade Desk | $55.02 | 36.31% | Matthew Hedberg75% | $80 → $75 | Maintains | Outperform | Get Alert |
| 11/10/2022 | OKTA | Buy Now | Okta | $113.50 | -38.33% | Matthew Hedberg75% | $85 → $70 | Maintains | Outperform | Get Alert |
| 11/10/2022 | JAMF | Buy Now | Jamf Holding | $13.40 | 123.8% | Matthew Hedberg75% | $35 → $30 | Maintains | Outperform | Get Alert |
| 11/09/2022 | PUBM | Buy Now | PubMatic | $9.49 | 184.51% | Matthew Hedberg75% | $31 → $27 | Maintains | Outperform | Get Alert |
| 11/08/2022 | TDC | Buy Now | Teradata | $23.67 | 56.32% | Matthew Hedberg75% | $38 → $37 | Maintains | Sector Perform | Get Alert |
| 11/08/2022 | PWSC | Buy Now | PowerSchool Holdings | — | — | Matthew Hedberg75% | $20 → $22 | Maintains | Outperform | Get Alert |
| 11/04/2022 | NET | Buy Now | Cloudflare | $114.83 | -47.75% | Matthew Hedberg75% | $74 → $60 | Maintains | Outperform | Get Alert |
| 11/04/2022 | ANSS | Buy Now | Ansys | $323.69 | -23.38% | Matthew Hedberg75% | $260 → $248 | Maintains | Sector Perform | Get Alert |
| 11/03/2022 | RPD | Buy Now | Rapid7 | $29.43 | 59.67% | Matthew Hedberg75% | $57 → $47 | Maintains | Outperform | Get Alert |
| 11/03/2022 | QLYS | Buy Now | Qualys | $131.98 | 6.08% | Matthew Hedberg75% | $148 → $140 | Maintains | Sector Perform | Get Alert |
| 11/03/2022 | PTC | Buy Now | PTC | $161.14 | -13.12% | Matthew Hedberg75% | $135 → $140 | Maintains | Outperform | Get Alert |
| 11/03/2022 | DT | Buy Now | Dynatrace | $49.26 | -18.79% | Matthew Hedberg75% | $41 → $40 | Maintains | Outperform | Get Alert |
| 11/01/2022 | VRNS | Buy Now | Varonis Systems | $41.85 | -30.71% | Matthew Hedberg75% | $35 → $29 | Maintains | Outperform | Get Alert |
| 10/28/2022 | CHKP | Buy Now | Check Point Software | $231.97 | -41.8% | Matthew Hedberg75% | $130 → $135 | Maintains | Sector Perform | Get Alert |
| 10/28/2022 | BSY | Buy Now | Bentley Systems | $42.09 | 4.53% | Matthew Hedberg75% | $46 → $44 | Maintains | Outperform | Get Alert |
| 10/26/2022 | FFIV | Buy Now | F5 | $266.67 | -40% | Matthew Hedberg75% | $175 → $160 | Maintains | Sector Perform | Get Alert |
| 10/24/2022 | RPD | Buy Now | Rapid7 | $29.43 | 93.65% | Matthew Hedberg75% | $85 → $57 | Maintains | Outperform | Get Alert |
| 10/19/2022 | ADBE | Buy Now | Adobe | $391.60 | 0.87% | Matthew Hedberg75% | $425 → $395 | Maintains | Outperform | Get Alert |
| 10/17/2022 | NOW | Buy Now | ServiceNow | $840.13 | -40.49% | Matthew Hedberg75% | $550 → $500 | Maintains | Outperform | Get Alert |
| 10/17/2022 | INFA | Buy Now | Informatica | $18.46 | 30.01% | Matthew Hedberg75% | $28 → $24 | Maintains | Outperform | Get Alert |
| 10/17/2022 | DT | Buy Now | Dynatrace | $49.26 | -16.76% | Matthew Hedberg75% | $46 → $41 | Maintains | Outperform | Get Alert |
| 10/17/2022 | DDOG | Buy Now | Datadog | $103.69 | 1.26% | Matthew Hedberg75% | $125 → $105 | Maintains | Outperform | Get Alert |
| 10/17/2022 | CHKP | Buy Now | Check Point Software | $231.97 | -43.96% | Matthew Hedberg75% | $145 → $130 | Maintains | Sector Perform | Get Alert |
| 09/28/2022 | PATH | Buy Now | UiPath | $10.83 | 47.74% | Matthew Hedberg75% | $18 → $16 | Maintains | Sector Perform | Get Alert |
| 09/16/2022 | ADBE | Buy Now | Adobe | $391.60 | 8.53% | Matthew Hedberg75% | $500 → $425 | Maintains | Outperform | Get Alert |
| 09/09/2022 | ZS | Buy Now | Zscaler | $204.00 | 2.94% | Matthew Hedberg75% | $200 → $210 | Maintains | Outperform | Get Alert |
| 09/07/2022 | PATH | Buy Now | UiPath | $10.83 | 66.21% | Matthew Hedberg75% | $22 → $18 | Maintains | Sector Perform | Get Alert |
| 09/01/2022 | NTNX | Buy Now | Nutanix | $71.02 | -66.21% | Matthew Hedberg75% | $21 → $24 | Maintains | Outperform | Get Alert |
| 08/31/2022 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -36.31% | Matthew Hedberg75% | $232 → $236 | Maintains | Outperform | Get Alert |
| 08/30/2022 | TDC | Buy Now | Teradata | $23.67 | 60.54% | Matthew Hedberg75% | $46 → $38 | Maintains | Sector Perform | Get Alert |
| 08/25/2022 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $143 → $139 | Maintains | Outperform | Get Alert |
| 08/23/2022 | PANW | Buy Now | Palo Alto Networks | $185.22 | 277.94% | Matthew Hedberg75% | $113.33 → $116.67 | Maintains | Outperform | Get Alert |
| 08/18/2022 | IOT | Buy Now | Samsara | $38.98 | -46.13% | Matthew Hedberg75% | $18 → $21 | Maintains | Outperform | Get Alert |
| 08/18/2022 | GTLB | Buy Now | GitLab | $50.59 | 48.25% | Matthew Hedberg75% | $66 → $75 | Maintains | Outperform | Get Alert |
| 08/18/2022 | ADSK | Buy Now | Autodesk | $270.15 | -4.87% | Matthew Hedberg75% | $255 → $257 | Maintains | Outperform | Get Alert |
| 08/17/2022 | TRMR | Buy Now | Tremor Intl | — | — | Matthew Hedberg75% | $20 → $17 | Maintains | Outperform | Get Alert |
| 08/11/2022 | XMTR | Buy Now | Xometry | $25.54 | 134.93% | Matthew Hedberg75% | $46 → $60 | Maintains | Outperform | Get Alert |
| 08/10/2022 | TTD | Buy Now | Trade Desk | $55.02 | 45.4% | Matthew Hedberg75% | $75 → $80 | Maintains | Outperform | Get Alert |
| 08/10/2022 | MGNI | Buy Now | Magnite | $12.98 | 46.38% | Matthew Hedberg75% | $21 → $19 | Maintains | Outperform | Get Alert |
| 08/09/2022 | QLYS | Buy Now | Qualys | $131.98 | 12.14% | Matthew Hedberg75% | $145 → $148 | Maintains | Sector Perform | Get Alert |
| 08/05/2022 | NET | Buy Now | Cloudflare | $114.83 | -35.56% | Matthew Hedberg75% | $62 → $74 | Maintains | Outperform | Get Alert |
| 08/05/2022 | DDOG | Buy Now | Datadog | $103.69 | 20.55% | Matthew Hedberg75% | $115 → $125 | Maintains | Outperform | Get Alert |
| 08/04/2022 | DT | Buy Now | Dynatrace | $49.26 | -6.61% | Matthew Hedberg75% | $44 → $46 | Maintains | Outperform | Get Alert |
| 08/04/2022 | DV | Buy Now | DoubleVerify Hldgs | $14.62 | 118.88% | Matthew Hedberg75% | $29 → $32 | Maintains | Outperform | Get Alert |
| 08/03/2022 | SWI | Buy Now | SolarWinds | $18.40 | -34.78% | Matthew Hedberg75% | $14 → $12 | Maintains | Sector Perform | Get Alert |
| 08/01/2022 | VRNS | Buy Now | Varonis Systems | $41.85 | -16.38% | Matthew Hedberg75% | $55 → $35 | Maintains | Outperform | Get Alert |
| 08/01/2022 | RPD | Buy Now | Rapid7 | $29.43 | 188.77% | Matthew Hedberg75% | $140 → $85 | Maintains | Outperform | Get Alert |
| 08/01/2022 | PING | Buy Now | Ping Identity Holding | — | — | Matthew Hedberg75% | $33 → $25 | Maintains | Outperform | Get Alert |
| 07/28/2022 | NOW | Buy Now | ServiceNow | $840.13 | -34.53% | Matthew Hedberg75% | $610 → $550 | Maintains | Outperform | Get Alert |
| 07/28/2022 | PTC | Buy Now | PTC | $161.14 | -16.22% | Matthew Hedberg75% | $130 → $135 | Maintains | Outperform | Get Alert |
| 07/26/2022 | FFIV | Buy Now | F5 | $266.67 | -34.38% | Matthew Hedberg75% | $200 → $175 | Maintains | Sector Perform | Get Alert |
| 07/25/2022 | NET | Buy Now | Cloudflare | $114.83 | -46.01% | Matthew Hedberg75% | $100 → $62 | Maintains | Outperform | Get Alert |
| 07/25/2022 | DDOG | Buy Now | Datadog | $103.69 | 10.91% | Matthew Hedberg75% | $167 → $115 | Maintains | Outperform | Get Alert |
| 06/14/2022 | ADBE | Buy Now | Adobe | $391.60 | 27.68% | Matthew Hedberg75% | $600 → $500 | Maintains | Outperform | Get Alert |
| 06/07/2022 | GTLB | Buy Now | GitLab | $50.59 | 30.46% | Matthew Hedberg75% | $64 → $66 | Maintains | Outperform | Get Alert |
| 06/06/2022 | BASE | Buy Now | Couchbase | $13.26 | 88.61% | Matthew Hedberg75% | $27 → $25 | Maintains | Outperform | Get Alert |
| 06/03/2022 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -37.39% | Matthew Hedberg75% | $225 → $232 | Maintains | Outperform | Get Alert |
| 06/02/2022 | PATH | Buy Now | UiPath | $10.83 | 103.14% | Matthew Hedberg75% | $27 → $22 | Maintains | Sector Perform | Get Alert |
| 05/31/2022 | IOT | Buy Now | Samsara | $38.98 | -53.83% | Matthew Hedberg75% | $28 → $18 | Maintains | Outperform | Get Alert |
| 05/31/2022 | PATH | Buy Now | UiPath | $10.83 | 149.31% | Matthew Hedberg75% | $32 → $27 | Maintains | Sector Perform | Get Alert |
| 05/31/2022 | PD | Buy Now | PagerDuty | $18.46 | 122.04% | Matthew Hedberg75% | $46 → $41 | Maintains | Outperform | Get Alert |
| 05/31/2022 | OKTA | Buy Now | Okta | $113.50 | 27.75% | Matthew Hedberg75% | $260 → $145 | Maintains | Outperform | Get Alert |
| 05/31/2022 | ESTC | Buy Now | Elastic | $93.83 | 17.23% | Matthew Hedberg75% | $133 → $110 | Maintains | Outperform | Get Alert |
| 05/31/2022 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -39.28% | Matthew Hedberg75% | $275 → $225 | Maintains | Outperform | Get Alert |
| 05/27/2022 | VMW | Buy Now | VMware | — | — | Matthew Hedberg75% | $140 → $142.5 | Downgrade | Outperform → Sector Perform | Get Alert |
| 05/26/2022 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $152 → $143 | Maintains | Outperform | Get Alert |
| 05/26/2022 | NTNX | Buy Now | Nutanix | $71.02 | -70.43% | Matthew Hedberg75% | $45 → $21 | Maintains | Outperform | Get Alert |
| 05/23/2022 | ZS | Buy Now | Zscaler | $204.00 | -1.96% | Matthew Hedberg75% | $330 → $200 | Maintains | Outperform | Get Alert |
| 05/23/2022 | VMW | Buy Now | VMware | — | — | Matthew Hedberg75% | $153 → $140 | Maintains | Outperform | Get Alert |
| 05/23/2022 | SUMO | Buy Now | Sumo Logic | — | — | Matthew Hedberg75% | $17 → $14 | Maintains | Outperform | Get Alert |
| 05/23/2022 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $175 → $152 | Maintains | Outperform | Get Alert |
| 05/23/2022 | ADSK | Buy Now | Autodesk | $270.15 | -5.61% | Matthew Hedberg75% | $295 → $255 | Maintains | Outperform | Get Alert |
| 05/18/2022 | TRMR | Buy Now | Tremor Intl | — | — | Matthew Hedberg75% | $20 → $21 | Maintains | Outperform | Get Alert |
| 05/13/2022 | PANW | Buy Now | Palo Alto Networks | $185.22 | 267.14% | Matthew Hedberg75% | $118.33 → $113.33 | Maintains | Outperform | Get Alert |
| 05/13/2022 | TRMR | Buy Now | Tremor Intl | — | — | Matthew Hedberg75% | $28 → $20 | Maintains | Outperform | Get Alert |
| 05/13/2022 | NABL | Buy Now | N-able | $7.87 | 65.18% | Matthew Hedberg75% | $15 → $13 | Maintains | Outperform | Get Alert |
| 05/13/2022 | DT | Buy Now | Dynatrace | $49.26 | -4.58% | Matthew Hedberg75% | $65 → $47 | Maintains | Outperform | Get Alert |
| 05/13/2022 | NET | Buy Now | Cloudflare | $114.83 | -12.91% | Matthew Hedberg75% | $120 → $100 | Maintains | Outperform | Get Alert |
| 05/11/2022 | OLO | Buy Now | Olo | $6.37 | 166.88% | Matthew Hedberg75% | $20 → $17 | Maintains | Outperform | Get Alert |
| 05/11/2022 | DV | Buy Now | DoubleVerify Hldgs | $14.62 | 98.36% | Matthew Hedberg75% | $31 → $29 | Maintains | Outperform | Get Alert |
| 05/11/2022 | BSY | Buy Now | Bentley Systems | $42.09 | 9.28% | Matthew Hedberg75% | $55 → $46 | Maintains | Outperform | Get Alert |
| 05/10/2022 | PUBM | Buy Now | PubMatic | $9.49 | 247.73% | Matthew Hedberg75% | $38 → $33 | Maintains | Outperform | Get Alert |
| 05/10/2022 | EVCM | Buy Now | EverCommerce | $10.04 | 69.32% | Matthew Hedberg75% | $20 → $17 | Maintains | Outperform | Get Alert |
| 05/09/2022 | TTD | Buy Now | Trade Desk | $55.02 | 54.49% | Matthew Hedberg75% | $105 → $85 | Maintains | Outperform | Get Alert |
| 05/09/2022 | JAMF | Buy Now | Jamf Holding | $13.40 | 190.94% | Matthew Hedberg75% | $47 → $39 | Maintains | Outperform | Get Alert |
| 05/09/2022 | DV | Buy Now | DoubleVerify Hldgs | $14.62 | 112.04% | Matthew Hedberg75% | $35 → $31 | Maintains | Outperform | Get Alert |
| 05/02/2022 | DDOG | Buy Now | Datadog | $103.69 | 61.06% | Matthew Hedberg75% | $225 → $167 | Maintains | Outperform | Get Alert |
| 05/02/2022 | NET | Buy Now | Cloudflare | $114.83 | 4.5% | Matthew Hedberg75% | $155 → $120 | Maintains | Outperform | Get Alert |
| 04/28/2022 | NOW | Buy Now | ServiceNow | $840.13 | -20.25% | Matthew Hedberg75% | $660 → $670 | Maintains | Outperform | Get Alert |
| 04/27/2022 | FFIV | Buy Now | F5 | $266.67 | -25% | Matthew Hedberg75% | $210 → $200 | Maintains | Sector Perform | Get Alert |
| 04/25/2022 | NOW | Buy Now | ServiceNow | $840.13 | -21.44% | Matthew Hedberg75% | $700 → $660 | Maintains | Outperform | Get Alert |
| 04/25/2022 | PTC | Buy Now | PTC | $161.14 | -19.32% | Matthew Hedberg75% | $150 → $130 | Maintains | Outperform | Get Alert |
| 04/25/2022 | CHKP | Buy Now | Check Point Software | $231.97 | -37.49% | Matthew Hedberg75% | $139 → $145 | Maintains | Sector Perform | Get Alert |
| 04/18/2022 | GTLB | Buy Now | GitLab | $50.59 | 26.51% | Matthew Hedberg75% | $60 → $64 | Maintains | Outperform | Get Alert |
| 04/12/2022 | SAIL | Buy Now | SailPoint Technologies | $19.95 | 227.07% | Matthew Hedberg75% | → $65.25 | Downgrade | Outperform → Sector Perform | Get Alert |
| 04/12/2022 | MSP | Buy Now | Datto Holding | — | — | Matthew Hedberg75% | $34 → $35.5 | Downgrade | Outperform → Sector Perform | Get Alert |
| 03/31/2022 | PATH | Buy Now | UiPath | $10.83 | 195.48% | Matthew Hedberg75% | $37 → $32 | Maintains | Sector Perform | Get Alert |
| 03/28/2022 | PATH | Buy Now | UiPath | $10.83 | 241.65% | Matthew Hedberg75% | $47 → $37 | Maintains | Sector Perform | Get Alert |
| 03/25/2022 | PANW | Buy Now | Palo Alto Networks | $185.22 | 283.34% | Matthew Hedberg75% | $111.67 → $118.33 | Maintains | Outperform | Get Alert |
| 03/21/2022 | ADBE | Buy Now | Adobe | $391.60 | 53.22% | Matthew Hedberg75% | $650 → $600 | Maintains | Outperform | Get Alert |
| 03/17/2022 | PD | Buy Now | PagerDuty | $18.46 | 149.12% | Matthew Hedberg75% | $45 → $46 | Maintains | Outperform | Get Alert |
| 03/16/2022 | PUBM | Buy Now | PubMatic | $9.49 | 300.42% | Matthew Hedberg75% | $46 → $38 | Maintains | Outperform | Get Alert |
| 03/15/2022 | EVCM | Buy Now | EverCommerce | $10.04 | 99.2% | Matthew Hedberg75% | $22 → $20 | Maintains | Outperform | Get Alert |
| 03/14/2022 | INFA | Buy Now | Informatica | $18.46 | 57.1% | Matthew Hedberg75% | $40 → $29 | Maintains | Outperform | Get Alert |
| 03/14/2022 | GTLB | Buy Now | GitLab | $50.59 | 18.6% | Matthew Hedberg75% | $90 → $60 | Maintains | Outperform | Get Alert |
| 03/10/2022 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -25.78% | Matthew Hedberg75% | $250 → $275 | Maintains | Outperform | Get Alert |
| 03/10/2022 | BASE | Buy Now | Couchbase | $13.26 | 103.7% | Matthew Hedberg75% | $29 → $27 | Maintains | Outperform | Get Alert |
| 03/09/2022 | SUMO | Buy Now | Sumo Logic | — | — | Matthew Hedberg75% | $19 → $17 | Maintains | Outperform | Get Alert |
| 03/09/2022 | DV | Buy Now | DoubleVerify Hldgs | $14.62 | 139.4% | Matthew Hedberg75% | $42 → $35 | Maintains | Outperform | Get Alert |
| 03/07/2022 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -32.53% | Matthew Hedberg75% | $275 → $250 | Maintains | Outperform | Get Alert |
| 03/02/2022 | JAMF | Buy Now | Jamf Holding | $13.40 | 250.62% | Matthew Hedberg75% | $45 → $47 | Maintains | Outperform | Get Alert |
| 03/02/2022 | BSY | Buy Now | Bentley Systems | $42.09 | 30.66% | Matthew Hedberg75% | $65 → $55 | Maintains | Outperform | Get Alert |
| 03/01/2022 | SAIL | Buy Now | SailPoint Technologies | $19.95 | 195.74% | Matthew Hedberg75% | $55 → $59 | Maintains | Outperform | Get Alert |
| 02/28/2022 | OKTA | Buy Now | Okta | $113.50 | 129.07% | Matthew Hedberg75% | $300 → $260 | Maintains | Outperform | Get Alert |
| 02/25/2022 | ANSS | Buy Now | Ansys | $323.69 | 8.13% | Matthew Hedberg75% | $425 → $350 | Maintains | Sector Perform | Get Alert |
| 02/22/2022 | ADSK | Buy Now | Autodesk | $270.15 | 11.05% | Matthew Hedberg75% | $343 → $300 | Maintains | Outperform | Get Alert |
| 02/17/2022 | QTWO | Buy Now | Q2 Holdings | $77.33 | 16.38% | Matthew Hedberg75% | $110 → $90 | Maintains | Outperform | Get Alert |
| 02/07/2022 | RPD | Buy Now | Rapid7 | $29.43 | 341.65% | Matthew Hedberg75% | $157 → $130 | Maintains | Outperform | Get Alert |
| 02/04/2022 | GTLB | Buy Now | GitLab | $50.59 | — | Matthew Hedberg75% | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 01/26/2022 | FFIV | Buy Now | F5 | $266.67 | -21.25% | Matthew Hedberg75% | $220 → $210 | Maintains | Sector Perform | Get Alert |
| 01/10/2022 | IOT | Buy Now | Samsara | $38.98 | -28.18% | Matthew Hedberg75% | → $28 | Initiates | → Outperform | Get Alert |
| 12/09/2021 | XMTR | Buy Now | Xometry | $25.54 | 127.09% | Matthew Hedberg75% | $53 → $58 | Maintains | Outperform | Get Alert |
| 12/07/2021 | SUMO | Buy Now | Sumo Logic | — | — | Matthew Hedberg75% | $25 → $22 | Maintains | Outperform | Get Alert |
| 12/07/2021 | GTLB | Buy Now | GitLab | $50.59 | 111.5% | Matthew Hedberg75% | $140 → $107 | Maintains | Sector Perform | Get Alert |
| 12/03/2021 | SCWX | Buy Now | SecureWorks | — | — | Matthew Hedberg75% | $20 → $19 | Maintains | Sector Perform | Get Alert |
| 12/02/2021 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $210 → $190 | Maintains | Outperform | Get Alert |
| 11/29/2021 | ZS | Buy Now | Zscaler | $204.00 | 86.27% | Matthew Hedberg75% | $326 → $380 | Maintains | Outperform | Get Alert |
| 11/24/2021 | ADSK | Buy Now | Autodesk | $270.15 | 26.96% | Matthew Hedberg75% | $363 → $343 | Maintains | Outperform | Get Alert |
| 11/22/2021 | INFA | Buy Now | Informatica | $18.46 | 116.68% | Matthew Hedberg75% | → $40 | Initiates | → Outperform | Get Alert |
| 11/19/2021 | PANW | Buy Now | Palo Alto Networks | $185.22 | 256.34% | Matthew Hedberg75% | $98.33 → $110 | Maintains | Outperform | Get Alert |
| 11/19/2021 | DDOG | Buy Now | Datadog | $103.69 | 126.64% | Matthew Hedberg75% | $191 → $235 | Upgrade | Sector Perform → Outperform | Get Alert |
| 11/15/2021 | PANW | Buy Now | Palo Alto Networks | $185.22 | 218.55% | Matthew Hedberg75% | $93.33 → $98.33 | Maintains | Outperform | Get Alert |
| 11/11/2021 | XMTR | Buy Now | Xometry | $25.54 | 107.52% | Matthew Hedberg75% | $80 → $53 | Upgrade | Sector Perform → Outperform | Get Alert |
| 11/10/2021 | SAIL | Buy Now | SailPoint Technologies | $19.95 | 225.81% | Matthew Hedberg75% | $60 → $65 | Maintains | Outperform | Get Alert |
| 11/10/2021 | PUBM | Buy Now | PubMatic | $9.49 | 490.09% | Matthew Hedberg75% | $47 → $56 | Maintains | Outperform | Get Alert |
| 11/09/2021 | TTD | Buy Now | Trade Desk | $55.02 | 90.84% | Matthew Hedberg75% | $98 → $105 | Maintains | Outperform | Get Alert |
| 11/09/2021 | MCFE | Buy Now | McAfee | — | — | Matthew Hedberg75% | $30 → $26 | Maintains | Sector Perform | Get Alert |
| 11/09/2021 | EVCM | Buy Now | EverCommerce | $10.04 | 158.96% | Matthew Hedberg75% | $23 → $26 | Maintains | Outperform | Get Alert |
| 11/08/2021 | GTLB | Buy Now | GitLab | $50.59 | 176.73% | Matthew Hedberg75% | → $140 | Initiates | → Sector Perform | Get Alert |
| 11/05/2021 | NLOK | Buy Now | NortonLifeLock | — | — | Matthew Hedberg75% | $26 → $27 | Maintains | Sector Perform | Get Alert |
| 11/05/2021 | NTCT | Buy Now | NetScout Systems | $21.28 | 55.08% | Matthew Hedberg75% | $29 → $33 | Maintains | Sector Perform | Get Alert |
| 11/05/2021 | DDOG | Buy Now | Datadog | $103.69 | 84.2% | Matthew Hedberg75% | $176 → $191 | Maintains | Sector Perform | Get Alert |
| 11/05/2021 | NET | Buy Now | Cloudflare | $114.83 | 91.59% | Matthew Hedberg75% | $130 → $220 | Maintains | Outperform | Get Alert |
| 11/05/2021 | CTXS | Buy Now | Citrix Systems | — | — | Matthew Hedberg75% | $110 → $105 | Maintains | Sector Perform | Get Alert |
| 11/05/2021 | ALTR | Buy Now | Altair Engineering | $111.49 | -21.97% | Matthew Hedberg75% | $74 → $87 | Maintains | Sector Perform | Get Alert |
| 11/05/2021 | ANSS | Buy Now | Ansys | $323.69 | 31.3% | Matthew Hedberg75% | $380 → $425 | Maintains | Sector Perform | Get Alert |
| 11/04/2021 | RPD | Buy Now | Rapid7 | $29.43 | 433.38% | Matthew Hedberg75% | $150 → $157 | Maintains | Outperform | Get Alert |
| 11/04/2021 | QLYS | Buy Now | Qualys | $131.98 | -3.02% | Matthew Hedberg75% | $112 → $128 | Maintains | Sector Perform | Get Alert |
| 11/04/2021 | PING | Buy Now | Ping Identity Holding | — | — | Matthew Hedberg75% | $38 → $40 | Maintains | Outperform | Get Alert |
| 11/03/2021 | VMW | Buy Now | VMware | — | — | Matthew Hedberg75% | $180 → $153 | Maintains | Outperform | Get Alert |
| 11/03/2021 | MIME | Buy Now | Mimecast | — | — | Matthew Hedberg75% | $83 → $88 | Maintains | Outperform | Get Alert |
| 11/01/2021 | RPD | Buy Now | Rapid7 | $29.43 | 409.6% | Matthew Hedberg75% | $138 → $150 | Maintains | Outperform | Get Alert |
| 11/01/2021 | MIME | Buy Now | Mimecast | — | — | Matthew Hedberg75% | $70 → $83 | Maintains | Outperform | Get Alert |
| 11/01/2021 | DDOG | Buy Now | Datadog | $103.69 | 69.74% | Matthew Hedberg75% | $154 → $176 | Maintains | Sector Perform | Get Alert |
| 10/29/2021 | SWI | Buy Now | SolarWinds | $18.40 | 3.26% | Matthew Hedberg75% | $28 → $19 | Downgrade | Outperform → Sector Perform | Get Alert |
| 10/28/2021 | NOW | Buy Now | ServiceNow | $840.13 | -6.56% | Matthew Hedberg75% | $775 → $785 | Maintains | Outperform | Get Alert |
| 10/28/2021 | DT | Buy Now | Dynatrace | $49.26 | 88.81% | Matthew Hedberg75% | $89 → $93 | Maintains | Outperform | Get Alert |
| 10/28/2021 | DDOG | Buy Now | Datadog | $103.69 | 48.52% | Matthew Hedberg75% | $130 → $154 | Maintains | Sector Perform | Get Alert |
| 10/25/2021 | VRNS | Buy Now | Varonis Systems | $41.85 | 95.91% | Matthew Hedberg75% | $78 → $82 | Maintains | Outperform | Get Alert |
| 10/25/2021 | NOW | Buy Now | ServiceNow | $840.13 | -7.75% | Matthew Hedberg75% | $670 → $775 | Maintains | Outperform | Get Alert |
| 10/25/2021 | DT | Buy Now | Dynatrace | $49.26 | 80.69% | Matthew Hedberg75% | $75 → $89 | Maintains | Outperform | Get Alert |
| 10/22/2021 | JAMF | Buy Now | Jamf Holding | $13.40 | 295.37% | Matthew Hedberg75% | $45 → $53 | Maintains | Outperform | Get Alert |
| 10/07/2021 | PATH | Buy Now | UiPath | $10.83 | 500.19% | Matthew Hedberg75% | $74 → $65 | Maintains | Sector Perform | Get Alert |
| 09/14/2021 | PANW | Buy Now | Palo Alto Networks | $185.22 | 202.35% | Matthew Hedberg75% | $87.5 → $93.33 | Maintains | Outperform | Get Alert |
| 09/13/2021 | NABL | Buy Now | N-able | $7.87 | 128.72% | Matthew Hedberg75% | → $18 | Initiates | → Outperform | Get Alert |
| 09/10/2021 | TDC | Buy Now | Teradata | $23.67 | 145.04% | Matthew Hedberg75% | $50 → $58 | Maintains | Sector Perform | Get Alert |
| 09/10/2021 | PWSC | Buy Now | PowerSchool Holdings | — | — | Matthew Hedberg75% | $39 → $40 | Maintains | Outperform | Get Alert |
| 09/10/2021 | PANW | Buy Now | Palo Alto Networks | $185.22 | 183.45% | Matthew Hedberg75% | $79.17 → $87.5 | Maintains | Outperform | Get Alert |
| 09/07/2021 | ZS | Buy Now | Zscaler | $204.00 | 47.06% | Matthew Hedberg75% | $225 → $300 | Maintains | Outperform | Get Alert |
| 09/01/2021 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -14.99% | Matthew Hedberg75% | $300 → $315 | Maintains | Outperform | Get Alert |
| 08/30/2021 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -19.04% | Matthew Hedberg75% | $259 → $300 | Maintains | Outperform | Get Alert |
| 08/26/2021 | ESTC | Buy Now | Elastic | $93.83 | 113.15% | Matthew Hedberg75% | $194 → $200 | Maintains | Outperform | Get Alert |
| 08/26/2021 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $200 → $210 | Maintains | Outperform | Get Alert |
| 08/24/2021 | PANW | Buy Now | Palo Alto Networks | $185.22 | 156.46% | Matthew Hedberg75% | $74.17 → $79.17 | Maintains | Outperform | Get Alert |
| 08/23/2021 | ADSK | Buy Now | Autodesk | $270.15 | 34.37% | Matthew Hedberg75% | $340 → $363 | Maintains | Outperform | Get Alert |
| 08/23/2021 | PWSC | Buy Now | PowerSchool Holdings | — | — | Matthew Hedberg75% | → $33 | Initiates | → Outperform | Get Alert |
| 08/16/2021 | BASE | Buy Now | Couchbase | $13.26 | 201.77% | Matthew Hedberg75% | → $40 | Initiates | → Outperform | Get Alert |
| 08/10/2021 | QLYS | Buy Now | Qualys | $131.98 | -15.14% | Matthew Hedberg75% | $105 → $112 | Maintains | Sector Perform | Get Alert |
| 08/09/2021 | OLO | Buy Now | Olo | $6.37 | 496.55% | Matthew Hedberg75% | $35 → $38 | Maintains | Outperform | Get Alert |
| 08/09/2021 | BSY | Buy Now | Bentley Systems | $42.09 | 66.3% | Matthew Hedberg75% | $52 → $70 | Maintains | Outperform | Get Alert |
| 08/06/2021 | DDOG | Buy Now | Datadog | $103.69 | 25.37% | Matthew Hedberg75% | $110 → $130 | Maintains | Sector Perform | Get Alert |
| 08/06/2021 | NET | Buy Now | Cloudflare | $114.83 | 13.21% | Matthew Hedberg75% | $100 → $130 | Maintains | Outperform | Get Alert |
| 08/06/2021 | ALTR | Buy Now | Altair Engineering | $111.49 | -33.63% | Matthew Hedberg75% | $64 → $74 | Maintains | Sector Perform | Get Alert |
| 08/06/2021 | ANSS | Buy Now | Ansys | $323.69 | 17.4% | Matthew Hedberg75% | $360 → $380 | Maintains | Sector Perform | Get Alert |
| 08/03/2021 | VRNS | Buy Now | Varonis Systems | $41.85 | 86.36% | Matthew Hedberg75% | $75 → $78 | Maintains | Outperform | Get Alert |
| 08/02/2021 | DDOG | Buy Now | Datadog | $103.69 | 6.09% | Matthew Hedberg75% | $90 → $110 | Maintains | Sector Perform | Get Alert |
| 07/30/2021 | NTCT | Buy Now | NetScout Systems | $21.28 | 36.28% | Matthew Hedberg75% | $28 → $29 | Maintains | Sector Perform | Get Alert |
| 07/30/2021 | CTXS | Buy Now | Citrix Systems | — | — | Matthew Hedberg75% | $150 → $110 | Maintains | Sector Perform | Get Alert |
| 07/29/2021 | DT | Buy Now | Dynatrace | $49.26 | 46.18% | Matthew Hedberg75% | $67 → $72 | Maintains | Outperform | Get Alert |
| 07/29/2021 | NOW | Buy Now | ServiceNow | $840.13 | -20.25% | Matthew Hedberg75% | $640 → $670 | Maintains | Outperform | Get Alert |
| 07/27/2021 | FFIV | Buy Now | F5 | $266.67 | -19.38% | Matthew Hedberg75% | $200 → $215 | Maintains | Sector Perform | Get Alert |
| 07/26/2021 | EVCM | Buy Now | EverCommerce | $10.04 | 109.16% | Matthew Hedberg75% | → $21 | Initiates | → Outperform | Get Alert |
| 07/26/2021 | XMTR | Buy Now | Xometry | $25.54 | 213.23% | Matthew Hedberg75% | → $80 | Initiates | → Sector Perform | Get Alert |
| 07/23/2021 | DT | Buy Now | Dynatrace | $49.26 | 36.03% | Matthew Hedberg75% | $61 → $67 | Maintains | Outperform | Get Alert |
| 07/20/2021 | RPD | Buy Now | Rapid7 | $29.43 | 307.68% | Matthew Hedberg75% | $110 → $120 | Maintains | Outperform | Get Alert |
| 06/18/2021 | ADBE | Buy Now | Adobe | $391.60 | 65.99% | Matthew Hedberg75% | $575 → $650 | Maintains | Outperform | Get Alert |
| 06/04/2021 | SUMO | Buy Now | Sumo Logic | — | — | Matthew Hedberg75% | $30 → $25 | Maintains | Outperform | Get Alert |
| 06/04/2021 | SCWX | Buy Now | SecureWorks | — | — | Matthew Hedberg75% | $14 → $15 | Maintains | Sector Perform | Get Alert |
| 06/04/2021 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -30.1% | Matthew Hedberg75% | $250 → $259 | Maintains | Outperform | Get Alert |
| 06/04/2021 | ASAN | Buy Now | Asana | $14.06 | 219.94% | Matthew Hedberg75% | $39 → $45 | Maintains | Outperform | Get Alert |
| 06/03/2021 | ESTC | Buy Now | Elastic | $93.83 | 106.76% | Matthew Hedberg75% | $183 → $194 | Maintains | Outperform | Get Alert |
| 06/01/2021 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $235 → $200 | Maintains | Outperform | Get Alert |
| 05/28/2021 | ZM | Buy Now | Zoom Video Comms | $76.57 | 526.88% | Matthew Hedberg75% | $550 → $480 | Maintains | Outperform | Get Alert |
| 05/26/2021 | INTU | Buy Now | Intuit | $607.32 | -13.55% | Matthew Hedberg75% | $490 → $525 | Maintains | Outperform | Get Alert |
| 05/24/2021 | ZS | Buy Now | Zscaler | $204.00 | 10.29% | Matthew Hedberg75% | $250 → $225 | Maintains | Outperform | Get Alert |
| 05/17/2021 | PATH | Buy Now | UiPath | $10.83 | 583.29% | Matthew Hedberg75% | → $74 | Initiates | → Sector Perform | Get Alert |
| 05/17/2021 | DV | Buy Now | DoubleVerify Hldgs | $14.62 | 153.08% | Matthew Hedberg75% | → $37 | Initiates | → Outperform | Get Alert |
| 05/12/2021 | INTU | Buy Now | Intuit | $607.32 | -19.32% | Matthew Hedberg75% | $480 → $490 | Maintains | Outperform | Get Alert |
| 05/06/2021 | HUBS | Buy Now | HubSpot | $601.72 | 1.38% | Matthew Hedberg75% | $570 → $610 | Maintains | Outperform | Get Alert |
| 04/19/2021 | PTC | Buy Now | PTC | $161.14 | 2.4% | Matthew Hedberg75% | $145 → $165 | Maintains | Outperform | Get Alert |
| 04/12/2021 | OLO | Buy Now | Olo | $6.37 | 402.35% | Matthew Hedberg75% | → $32 | Initiates | → Outperform | Get Alert |
| 03/17/2021 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -32.53% | Matthew Hedberg75% | $220 → $250 | Maintains | Outperform | Get Alert |
| 03/17/2021 | COUP | Buy Now | Coupa Software | — | — | Matthew Hedberg75% | $360 → $340 | Maintains | Outperform | Get Alert |
| 03/15/2021 | PD | Buy Now | PagerDuty | $18.46 | 154.54% | Matthew Hedberg75% | $40 → $47 | Maintains | Outperform | Get Alert |
| 02/26/2021 | ANSS | Buy Now | Ansys | $323.69 | 17.4% | Matthew Hedberg75% | $400 → $380 | Maintains | Sector Perform | Get Alert |
| 02/22/2021 | ZS | Buy Now | Zscaler | $204.00 | 17.65% | Matthew Hedberg75% | $205 → $240 | Maintains | Outperform | Get Alert |
| 02/18/2021 | PANW | Buy Now | Palo Alto Networks | $185.22 | 129.46% | Matthew Hedberg75% | $63.34 → $70.83 | Maintains | Outperform | Get Alert |
| 02/12/2021 | NET | Buy Now | Cloudflare | $114.83 | -12.91% | Matthew Hedberg75% | $85 → $100 | Maintains | Outperform | Get Alert |
| 02/11/2021 | PAYC | Buy Now | Paycom Software | $219.71 | 113.92% | Matthew Hedberg75% | $430 → $470 | Maintains | Outperform | Get Alert |
| 02/10/2021 | RPD | Buy Now | Rapid7 | $29.43 | 273.7% | Matthew Hedberg75% | $105 → $110 | Maintains | Outperform | Get Alert |
| 02/09/2021 | VRNS | Buy Now | Varonis Systems | $41.85 | 413.68% | Matthew Hedberg75% | $66.67 → $71.67 | Maintains | Outperform | Get Alert |
| 02/08/2021 | DDOG | Buy Now | Datadog | $103.69 | 6.09% | Matthew Hedberg75% | $85 → $110 | Maintains | Sector Perform | Get Alert |
| 01/28/2021 | PTC | Buy Now | PTC | $161.14 | -10.02% | Matthew Hedberg75% | $130 → $145 | Upgrade | Sector Perform → Outperform | Get Alert |
| 01/04/2021 | PUBM | Buy Now | PubMatic | $9.49 | 258.27% | Matthew Hedberg75% | → $34 | Initiates | → Outperform | Get Alert |
| 12/16/2020 | PANW | Buy Now | Palo Alto Networks | $185.22 | 105.17% | Matthew Hedberg75% | $48.66 → $63.34 | Upgrade | Sector Perform → Outperform | Get Alert |
| 11/16/2020 | BSY | Buy Now | Bentley Systems | $42.09 | — | Matthew Hedberg75% | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 11/16/2020 | MCFE | Buy Now | McAfee | — | — | Matthew Hedberg75% | → $19 | Initiates | → Sector Perform | Get Alert |
| 11/16/2020 | MSP | Buy Now | Datto Holding | — | — | Matthew Hedberg75% | → $39 | Initiates | → Outperform | Get Alert |
| 10/19/2020 | BSY | Buy Now | Bentley Systems | $42.09 | 2.15% | Matthew Hedberg75% | → $43 | Initiates | → Sector Perform | Get Alert |
| 10/12/2020 | SUMO | Buy Now | Sumo Logic | — | — | Matthew Hedberg75% | → $30 | Initiates | → Outperform | Get Alert |
| 10/06/2020 | ESTC | Buy Now | Elastic | $93.83 | 38.55% | Matthew Hedberg75% | $125 → $130 | Maintains | Outperform | Get Alert |
| 09/08/2020 | ZS | Buy Now | Zscaler | $204.00 | -30.88% | Matthew Hedberg75% | $130 → $141 | Maintains | Outperform | Get Alert |
| 09/03/2020 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -56.82% | Matthew Hedberg75% | $120 → $160 | Maintains | Outperform | Get Alert |
| 08/21/2020 | ADSK | Buy Now | Autodesk | $270.15 | -5.61% | Matthew Hedberg75% | $236 → $255 | Maintains | Outperform | Get Alert |
| 08/17/2020 | JAMF | Buy Now | Jamf Holding | $13.40 | 220.78% | Matthew Hedberg75% | → $43 | Initiates | → Outperform | Get Alert |
| 07/30/2020 | PTC | Buy Now | PTC | $161.14 | -44.77% | Matthew Hedberg75% | $82 → $89 | Maintains | Sector Perform | Get Alert |
| 07/30/2020 | DT | Buy Now | Dynatrace | $49.26 | 11.66% | Matthew Hedberg75% | $46 → $55 | Maintains | Outperform | Get Alert |
| 07/21/2020 | DT | Buy Now | Dynatrace | $49.26 | -6.61% | Matthew Hedberg75% | $38 → $46 | Maintains | Outperform | Get Alert |
| 07/06/2020 | OKTA | Buy Now | Okta | $113.50 | 102.64% | Matthew Hedberg75% | → $230 | Initiates | → Outperform | Get Alert |
| 07/06/2020 | ZS | Buy Now | Zscaler | $204.00 | -36.27% | Matthew Hedberg75% | → $130 | Initiates | → Outperform | Get Alert |
| 06/12/2020 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -68.96% | Matthew Hedberg75% | $105 → $115 | Maintains | Outperform | Get Alert |
| 06/10/2020 | VRNS | Buy Now | Varonis Systems | $41.85 | 129.36% | Matthew Hedberg75% | $27 → $32 | Maintains | Outperform | Get Alert |
| 06/10/2020 | SAIL | Buy Now | SailPoint Technologies | $19.95 | 50.38% | Matthew Hedberg75% | $28 → $30 | Maintains | Outperform | Get Alert |
| 06/04/2020 | ADSK | Buy Now | Autodesk | $270.15 | -12.64% | Matthew Hedberg75% | $221 → $236 | Maintains | Outperform | Get Alert |
| 05/22/2020 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $180 → $190 | Maintains | Outperform | Get Alert |
| 05/22/2020 | PANW | Buy Now | Palo Alto Networks | $185.22 | 33.9% | Matthew Hedberg75% | $37.5 → $41.34 | Maintains | Sector Perform | Get Alert |
| 05/19/2020 | PANW | Buy Now | Palo Alto Networks | $185.22 | 21.48% | Matthew Hedberg75% | $29.16 → $37.5 | Maintains | Sector Perform | Get Alert |
| 05/11/2020 | DDOG | Buy Now | Datadog | $103.69 | -51.78% | Matthew Hedberg75% | $43 → $50 | Maintains | Sector Perform | Get Alert |
| 05/08/2020 | QLYS | Buy Now | Qualys | $131.98 | -23.47% | Matthew Hedberg75% | $85 → $101 | Maintains | Sector Perform | Get Alert |
| 05/08/2020 | NTCT | Buy Now | NetScout Systems | $21.28 | 26.88% | Matthew Hedberg75% | $25 → $27 | Maintains | Sector Perform | Get Alert |
| 05/08/2020 | ANSS | Buy Now | Ansys | $323.69 | -19.68% | Matthew Hedberg75% | $230 → $260 | Maintains | Sector Perform | Get Alert |
| 04/28/2020 | CHKP | Buy Now | Check Point Software | $231.97 | -53.44% | Matthew Hedberg75% | $105 → $108 | Maintains | Sector Perform | Get Alert |
| 04/24/2020 | CTXS | Buy Now | Citrix Systems | — | — | Matthew Hedberg75% | $147 → $153 | Maintains | Sector Perform | Get Alert |
| 03/16/2020 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -81.92% | Matthew Hedberg75% | → $67 | Upgrade | Sector Perform → Outperform | Get Alert |
| 02/25/2020 | SAIL | Buy Now | SailPoint Technologies | $19.95 | 55.39% | Matthew Hedberg75% | $29 → $31 | Maintains | Outperform | Get Alert |
| 02/25/2020 | PANW | Buy Now | Palo Alto Networks | $185.22 | 26.88% | Matthew Hedberg75% | $46.66 → $39.16 | Downgrade | Outperform → Sector Perform | Get Alert |
| 02/18/2020 | ADSK | Buy Now | Autodesk | $270.15 | -18.57% | Matthew Hedberg75% | $205 → $220 | Maintains | Outperform | Get Alert |
| 01/28/2020 | FFIV | Buy Now | F5 | $266.67 | -44.88% | Matthew Hedberg75% | $157 → $147 | Maintains | Sector Perform | Get Alert |
| 01/23/2020 | DT | Buy Now | Dynatrace | $49.26 | -39.09% | Matthew Hedberg75% | $26 → $30 | Maintains | Outperform | Get Alert |
| 12/04/2019 | CRWD | Buy Now | CrowdStrike Holdings | $370.55 | -81.92% | Matthew Hedberg75% | $83 → $67 | Maintains | Sector Perform | Get Alert |
| 11/27/2019 | VMW | Buy Now | VMware | — | — | Matthew Hedberg75% | $190 → $200 | Maintains | Outperform | Get Alert |
| 10/08/2019 | NET | Buy Now | Cloudflare | $114.83 | -82.58% | Matthew Hedberg75% | → $20 | Initiates | → Outperform | Get Alert |
| 08/29/2019 | ESTC | Buy Now | Elastic | $93.83 | 24.69% | Matthew Hedberg75% | $112 → $117 | Maintains | Outperform | Get Alert |
| 08/26/2019 | DT | Buy Now | Dynatrace | $49.26 | -43.15% | Matthew Hedberg75% | → $28 | Initiates | → Outperform | Get Alert |
| 08/23/2019 | VMW | Buy Now | VMware | — | — | Matthew Hedberg75% | $210 → $190 | Maintains | Outperform | Get Alert |
| 08/14/2019 | ESTC | Buy Now | Elastic | $93.83 | 19.36% | Matthew Hedberg75% | $94 → $112 | Upgrade | Sector Perform → Outperform | Get Alert |
| 08/14/2019 | PD | Buy Now | PagerDuty | $18.46 | 165.37% | Matthew Hedberg75% | → $49 | Upgrade | Sector Perform → Outperform | Get Alert |
| 07/25/2019 | PTC | Buy Now | PTC | $161.14 | -47.25% | Matthew Hedberg75% | $110 → $85 | Downgrade | Outperform → Sector Perform | Get Alert |
| 05/06/2019 | PD | Buy Now | PagerDuty | $18.46 | 154.54% | Matthew Hedberg75% | → $47 | Initiates | → Sector Perform | Get Alert |
| 02/25/2019 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | $130 → $155 | Maintains | Outperform | Get Alert |
| 02/07/2019 | ESTC | Buy Now | Elastic | $93.83 | — | Matthew Hedberg75% | — | Downgrade | Outperform → Sector Perform | Get Alert |
| 12/07/2018 | SCWX | Buy Now | SecureWorks | — | — | Matthew Hedberg75% | → $18 | Downgrade | Outperform → Sector Perform | Get Alert |
| 08/10/2018 | ALTR | Buy Now | Altair Engineering | $111.49 | -64.12% | Matthew Hedberg75% | $38 → $40 | Maintains | Sector Perform | Get Alert |
| 07/09/2018 | CISN | Buy Now | Cision | — | — | Matthew Hedberg75% | → $20 | Initiates | → Outperform | Get Alert |
| 12/12/2017 | SAIL | Buy Now | SailPoint Technologies | $19.95 | — | Matthew Hedberg75% | — | Initiates | → Outperform | Get Alert |
| 11/27/2017 | ALTR | Buy Now | Altair Engineering | $111.49 | -76.68% | Matthew Hedberg75% | → $26 | Initiates | → Sector Perform | Get Alert |
| 05/19/2017 | SYMC | Buy Now | Symantec | — | — | Matthew Hedberg75% | — | Downgrade | Outperform → Sector Perform | Get Alert |
| 01/19/2017 | NTCT | Buy Now | NetScout Systems | $21.28 | — | Matthew Hedberg75% | — | Downgrade | Outperform → Sector Perform | Get Alert |
| 10/14/2016 | RPD | Buy Now | Rapid7 | $29.43 | — | Matthew Hedberg75% | — | Initiates | → Outperform | Get Alert |
| 09/12/2016 | VMW | Buy Now | VMware | — | — | Matthew Hedberg75% | — | Assumes | → Outperform | Get Alert |
| 08/31/2016 | PANW | Buy Now | Palo Alto Networks | $185.22 | -5.52% | Matthew Hedberg75% | $30.84 → $29.16 | Maintains | Outperform | Get Alert |
| 06/20/2016 | SYMC | Buy Now | Symantec | — | — | Matthew Hedberg75% | $23 → $24 | — | — | Get Alert |
| 05/27/2016 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | → $60 | Maintains | Outperform | Get Alert |
| 05/27/2016 | PANW | Buy Now | Palo Alto Networks | $185.22 | -0.12% | Matthew Hedberg75% | $32.5 → $30.84 | Maintains | Outperform | Get Alert |
| 05/17/2016 | SCWX | Buy Now | SecureWorks | — | — | Matthew Hedberg75% | → $16 | Initiates | → Outperform | Get Alert |
| 04/21/2016 | CTXS | Buy Now | Citrix Systems | — | — | Matthew Hedberg75% | $80 → $90 | Maintains | Sector Perform | Get Alert |
| 04/12/2016 | NTCT | Buy Now | NetScout Systems | $21.28 | — | Matthew Hedberg75% | — | Assumes | → Outperform | Get Alert |
| 03/11/2016 | SYMC | Buy Now | Symantec | — | — | Matthew Hedberg75% | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 01/14/2016 | FFIV | Buy Now | F5 | $266.67 | -58% | Matthew Hedberg75% | $115 → $112 | Maintains | Sector Perform | Get Alert |
| 12/14/2015 | MIME | Buy Now | Mimecast | — | — | Matthew Hedberg75% | → $15 | Initiates | → Outperform | Get Alert |
| 10/29/2015 | FFIV | Buy Now | F5 | $266.67 | — | Matthew Hedberg75% | — | Downgrade | Outperform → Sector Perform | Get Alert |
| 08/13/2015 | NTCT | Buy Now | NetScout Systems | $21.28 | 125.56% | Matthew Hedberg75% | → $48 | Initiates | → Outperform | Get Alert |
| 07/17/2015 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | → $85 | Initiates | → Outperform | Get Alert |
| 07/16/2015 | SPLK | Buy Now | Splunk | — | — | Matthew Hedberg75% | → $85 | Initiates | → Outperform | Get Alert |
| 07/10/2015 | PTC | Buy Now | PTC | $161.14 | -72.69% | Matthew Hedberg75% | $45 → $44 | Maintains | Outperform | Get Alert |
| 06/18/2015 | PANW | Buy Now | Palo Alto Networks | $185.22 | 7.98% | Matthew Hedberg75% | $30 → $33.34 | Maintains | Outperform | Get Alert |
| 09/16/2014 | ANSS | Buy Now | Ansys | $323.69 | -72.2% | Matthew Hedberg75% | → $90 | Initiates | → Sector Perform | Get Alert |
| 09/15/2014 | SYMC | Buy Now | Symantec | — | — | Matthew Hedberg75% | → $26 | Downgrade | Outperform → Sector Perform | Get Alert |
| 08/14/2014 | QLYS | Buy Now | Qualys | $131.98 | -77.27% | Matthew Hedberg75% | → $30 | Downgrade | Outperform → Sector Perform | Get Alert |
| 05/19/2014 | ALTR | Buy Now | Altair Engineering | $111.49 | -65.02% | Matthew Hedberg75% | $36 → $39 | Upgrade | Sector Perform → Outperform | Get Alert |
| 03/25/2014 | VRNS | Buy Now | Varonis Systems | $41.85 | 19.46% | Matthew Hedberg75% | → $16.67 | Initiates | → Outperform | Get Alert |
| 12/12/2013 | TDC | Buy Now | Teradata | $23.67 | 73.22% | Matthew Hedberg75% | $55 → $41 | Downgrade | Outperform → Sector Perform | Get Alert |
| 03/14/2013 | VMW | Buy Now | VMware | — | — | Matthew Hedberg75% | $90 → $110 | Upgrade | Sector Perform → Outperform | Get Alert |
| 12/14/2012 | TDC | Buy Now | Teradata | $23.67 | 216.86% | Matthew Hedberg75% | → $75 | Initiates | → Outperform | Get Alert |
| 10/23/2012 | QLYS | Buy Now | Qualys | $131.98 | -86.36% | Matthew Hedberg75% | → $18 | Initiates | → Outperform | Get Alert |
| 10/01/2012 | VMW | Buy Now | VMware | — | — | Matthew Hedberg75% | — | Downgrade | Outperform → Sector Perform | Get Alert |
