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Raimo Lenschow's Stock Ratings
Barclays Analyst
Raimo Lenschow is an analyst at Barclays. 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 06/07/2025
Overall Average Return
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Smart Score
Overall Average Return Percentile
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| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 06/05/2025 | MDB | Buy Now | MongoDB | $220.03 | 22.71% | Raimo Lenschow50% | $252 → $270 | Maintains | Overweight | Get Alert |
| 06/05/2025 | DSGX | Buy Now | Descartes Systems Group | $102.25 | 5.62% | Raimo Lenschow50% | $118 → $108 | Maintains | Equal-Weight | Get Alert |
| 06/04/2025 | PEGA | Buy Now | Pegasystems | $101.01 | -1% | Raimo Lenschow50% | $96 → $100 | Maintains | Equal-Weight | Get Alert |
| 05/30/2025 | PATH | Buy Now | UiPath | $13.15 | 6.46% | Raimo Lenschow50% | $12 → $14 | Maintains | Equal-Weight | Get Alert |
| 05/30/2025 | ESTC | Buy Now | Elastic | $86.39 | 21.54% | Raimo Lenschow50% | $124 → $105 | Maintains | Overweight | Get Alert |
| 05/29/2025 | CRM | Buy Now | Salesforce | $274.71 | 26.32% | Raimo Lenschow50% | $425 → $347 | Maintains | Overweight | Get Alert |
| 05/27/2025 | CRWV | Buy Now | CoreWeave | $140.60 | -28.88% | Raimo Lenschow50% | $70 → $100 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 05/23/2025 | INTU | Buy Now | Intuit | $771.58 | 5.63% | Raimo Lenschow50% | $775 → $815 | Maintains | Overweight | Get Alert |
| 05/22/2025 | SNOW | Buy Now | Snowflake | $210.66 | 3.96% | Raimo Lenschow50% | $203 → $219 | Maintains | Overweight | Get Alert |
| 05/16/2025 | MDB | Buy Now | MongoDB | $220.03 | 14.53% | Raimo Lenschow50% | $280 → $252 | Maintains | Overweight | Get Alert |
| 05/16/2025 | ESTC | Buy Now | Elastic | $86.39 | 43.54% | Raimo Lenschow50% | $138 → $124 | Maintains | Overweight | Get Alert |
| 05/15/2025 | DT | Buy Now | Dynatrace | $55.00 | 12.73% | Raimo Lenschow50% | $55 → $62 | Maintains | Overweight | Get Alert |
| 05/15/2025 | CRWV | Buy Now | CoreWeave | $140.60 | -50.21% | Raimo Lenschow50% | $60 → $70 | Maintains | Overweight | Get Alert |
| 05/15/2025 | SMWB | Buy Now | Similarweb | $8.08 | 23.76% | Raimo Lenschow50% | $15 → $10 | Maintains | Overweight | Get Alert |
| 05/13/2025 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 7% | Raimo Lenschow50% | $9 → $11 | Maintains | Equal-Weight | Get Alert |
| 05/13/2025 | MNDY | Buy Now | Monday.Com | $305.29 | 13.01% | Raimo Lenschow50% | $360 → $345 | Maintains | Overweight | Get Alert |
| 05/13/2025 | IAS | Buy Now | Integral Ad Science Holdi | $8.22 | 9.49% | Raimo Lenschow50% | $7 → $9 | Maintains | Equal-Weight | Get Alert |
| 05/12/2025 | CRWV | Buy Now | CoreWeave | $140.60 | -57.33% | Raimo Lenschow50% | $48 → $60 | Maintains | Overweight | Get Alert |
| 05/09/2025 | APPN | Buy Now | Appian | $32.18 | 2.55% | Raimo Lenschow50% | $28 → $33 | Maintains | Underweight | Get Alert |
| 05/08/2025 | PAYC | Buy Now | Paycom Software | $265.71 | -9.68% | Raimo Lenschow50% | $221 → $240 | Maintains | Equal-Weight | Get Alert |
| 05/08/2025 | DAY | Buy Now | Dayforce | $60.42 | -0.7% | Raimo Lenschow50% | $61 → $60 | Maintains | Equal-Weight | Get Alert |
| 05/07/2025 | KVYO | Buy Now | Klaviyo | $34.06 | 11.57% | Raimo Lenschow50% | $35 → $38 | Maintains | Overweight | Get Alert |
| 05/07/2025 | JAMF | Buy Now | Jamf Holding | $10.67 | 40.58% | Raimo Lenschow50% | $13 → $15 | Maintains | Equal-Weight | Get Alert |
| 05/06/2025 | DDOG | Buy Now | Datadog | $122.00 | 4.92% | Raimo Lenschow50% | $125 → $128 | Maintains | Overweight | Get Alert |
| 05/05/2025 | FIVN | Buy Now | Five9 | $29.53 | 11.73% | Raimo Lenschow50% | $60 → $33 | Maintains | Overweight | Get Alert |
| 05/05/2025 | TEAM | Buy Now | Atlassian | $214.51 | 21.21% | Raimo Lenschow50% | $350 → $260 | Maintains | Overweight | Get Alert |
| 05/02/2025 | PCTY | Buy Now | Paylocity Holding | $194.28 | 7.58% | Raimo Lenschow50% | $204 → $209 | Maintains | Equal-Weight | Get Alert |
| 05/01/2025 | MSFT | Buy Now | Microsoft | $470.38 | 5.02% | Raimo Lenschow50% | $430 → $494 | Maintains | Overweight | Get Alert |
| 05/01/2025 | CFLT | Buy Now | Confluent | $24.50 | 10.2% | Raimo Lenschow50% | $29 → $27 | Maintains | Overweight | Get Alert |
| 04/24/2025 | NOW | Buy Now | ServiceNow | $1.03K | -6.29% | Raimo Lenschow50% | $967 → $969 | Maintains | Overweight | Get Alert |
| 04/24/2025 | SAP | Buy Now | SAP | $310.61 | -0.84% | Raimo Lenschow50% | $286 → $308 | Maintains | Overweight | Get Alert |
| 04/24/2025 | PEGA | Buy Now | Pegasystems | $101.01 | -4.96% | Raimo Lenschow50% | $84 → $96 | Maintains | Equal-Weight | Get Alert |
| 04/22/2025 | CRWV | Buy Now | CoreWeave | $140.60 | -65.86% | Raimo Lenschow50% | → $48 | Initiates | → Overweight | Get Alert |
| 04/21/2025 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | -12.45% | Raimo Lenschow50% | $13 → $9 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | TDC | Buy Now | Teradata | $22.38 | -1.7% | Raimo Lenschow50% | $25 → $22 | Maintains | Underweight | Get Alert |
| 04/21/2025 | SPT | Buy Now | Sprout Social | $21.72 | 19.71% | Raimo Lenschow50% | $34 → $26 | Maintains | Overweight | Get Alert |
| 04/21/2025 | NOW | Buy Now | ServiceNow | $1.03K | -6.48% | Raimo Lenschow50% | $1200 → $967 | Maintains | Overweight | Get Alert |
| 04/21/2025 | PEGA | Buy Now | Pegasystems | $101.01 | -16.84% | Raimo Lenschow50% | $97 → $84 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | PCTY | Buy Now | Paylocity Holding | $194.28 | 5% | Raimo Lenschow50% | $231 → $204 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | OTEX | Buy Now | Open Text | $27.89 | 3.98% | Raimo Lenschow50% | $36 → $29 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | MSFT | Buy Now | Microsoft | $470.38 | -8.58% | Raimo Lenschow50% | $475 → $430 | Maintains | Overweight | Get Alert |
| 04/21/2025 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 6.19% | Raimo Lenschow50% | $13 → $12 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | KVYO | Buy Now | Klaviyo | $34.06 | 2.76% | Raimo Lenschow50% | $51 → $35 | Maintains | Overweight | Get Alert |
| 04/21/2025 | JAMF | Buy Now | Jamf Holding | $10.67 | 21.84% | Raimo Lenschow50% | $16 → $13 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | IAS | Buy Now | Integral Ad Science Holdi | $8.22 | -14.84% | Raimo Lenschow50% | $14 → $7 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | DT | Buy Now | Dynatrace | $55.00 | — | Raimo Lenschow50% | $67 → $55 | Maintains | Overweight | Get Alert |
| 04/21/2025 | DV | Buy Now | DoubleVerify Holdings | $14.79 | 8.18% | Raimo Lenschow50% | $24 → $16 | Maintains | Overweight | Get Alert |
| 04/21/2025 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 33.33% | Raimo Lenschow50% | $48 → $38 | Maintains | Overweight | Get Alert |
| 04/21/2025 | DAY | Buy Now | Dayforce | $60.42 | 0.96% | Raimo Lenschow50% | $69 → $61 | Maintains | Equal-Weight | Get Alert |
| 04/21/2025 | DDOG | Buy Now | Datadog | $122.00 | 2.46% | Raimo Lenschow50% | $180 → $125 | Maintains | Overweight | Get Alert |
| 04/21/2025 | CFLT | Buy Now | Confluent | $24.50 | 18.37% | Raimo Lenschow50% | $37 → $29 | Maintains | Overweight | Get Alert |
| 04/21/2025 | BIGC | Buy Now | BigCommerce Holdings | $5.26 | 14.07% | Raimo Lenschow50% | $7 → $6 | Maintains | Underweight | Get Alert |
| 04/21/2025 | APPN | Buy Now | Appian | $32.18 | -12.99% | Raimo Lenschow50% | $37 → $28 | Maintains | Underweight | Get Alert |
| 03/28/2025 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 15.04% | Raimo Lenschow50% | $15 → $13 | Maintains | Equal-Weight | Get Alert |
| 03/13/2025 | PATH | Buy Now | UiPath | $13.15 | -8.75% | Raimo Lenschow50% | $15 → $12 | Maintains | Equal-Weight | Get Alert |
| 03/11/2025 | ORCL | Buy Now | Oracle | $174.04 | 16.07% | Raimo Lenschow50% | $212 → $202 | Maintains | Overweight | Get Alert |
| 03/06/2025 | MDB | Buy Now | MongoDB | $220.03 | 27.26% | Raimo Lenschow50% | $330 → $280 | Maintains | Overweight | Get Alert |
| 03/06/2025 | DSGX | Buy Now | Descartes Systems Gr | $102.25 | 15.4% | Raimo Lenschow50% | $125 → $118 | Maintains | Equal-Weight | Get Alert |
| 02/28/2025 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 62.27% | Raimo Lenschow50% | $25 → $24 | Maintains | Overweight | Get Alert |
| 02/28/2025 | JAMF | Buy Now | Jamf Holding | $10.67 | 49.95% | Raimo Lenschow50% | $17 → $16 | Maintains | Equal-Weight | Get Alert |
| 02/27/2025 | SNOW | Buy Now | Snowflake | $210.66 | -3.64% | Raimo Lenschow50% | $190 → $203 | Maintains | Overweight | Get Alert |
| 02/26/2025 | WDAY | Buy Now | Workday | $252.72 | 27.02% | Raimo Lenschow50% | $305 → $321 | Maintains | Overweight | Get Alert |
| 02/26/2025 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 26.46% | Raimo Lenschow50% | $11 → $13 | Maintains | Equal-Weight | Get Alert |
| 02/26/2025 | SPT | Buy Now | Sprout Social | $21.72 | 56.54% | Raimo Lenschow50% | $38 → $34 | Maintains | Overweight | Get Alert |
| 02/26/2025 | BASE | Buy Now | Couchbase | $19.22 | 14.46% | Raimo Lenschow50% | $23 → $22 | Maintains | Overweight | Get Alert |
| 02/20/2025 | KVYO | Buy Now | Klaviyo | $34.06 | 49.74% | Raimo Lenschow50% | $47 → $51 | Maintains | Overweight | Get Alert |
| 02/14/2025 | PEGA | Buy Now | Pegasystems | $101.01 | -3.97% | Raimo Lenschow50% | $103 → $97 | Maintains | Equal-Weight | Get Alert |
| 02/14/2025 | DDOG | Buy Now | Datadog | $122.00 | 47.54% | Raimo Lenschow50% | $187 → $180 | Maintains | Overweight | Get Alert |
| 02/12/2025 | FRSH | Buy Now | Freshworks | $15.55 | 28.62% | Raimo Lenschow50% | $14 → $20 | Maintains | Equal-Weight | Get Alert |
| 02/12/2025 | CFLT | Buy Now | Confluent | $24.50 | 51.02% | Raimo Lenschow50% | $35 → $37 | Maintains | Overweight | Get Alert |
| 02/12/2025 | TDC | Buy Now | Teradata | $22.38 | 11.71% | Raimo Lenschow50% | $30 → $25 | Maintains | Underweight | Get Alert |
| 02/07/2025 | PCTY | Buy Now | Paylocity Holding | $194.28 | 18.9% | Raimo Lenschow50% | $214 → $231 | Maintains | Equal-Weight | Get Alert |
| 02/07/2025 | OTEX | Buy Now | Open Text | $27.89 | 29.08% | Raimo Lenschow50% | $34 → $36 | Maintains | Equal-Weight | Get Alert |
| 02/07/2025 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 32.74% | Raimo Lenschow50% | $18 → $15 | Maintains | Equal-Weight | Get Alert |
| 02/06/2025 | DAY | Buy Now | Dayforce | $60.42 | 14.2% | Raimo Lenschow50% | $80 → $69 | Maintains | Equal-Weight | Get Alert |
| 01/31/2025 | PEGA | Buy Now | Pegasystems | $101.01 | 1.97% | Raimo Lenschow50% | $82 → $103 | Maintains | Equal-Weight | Get Alert |
| 01/30/2025 | SAP | Buy Now | SAP | $310.61 | -7.92% | Raimo Lenschow50% | $283 → $286 | Maintains | Overweight | Get Alert |
| 01/23/2025 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 7% | Raimo Lenschow50% | $12 → $11 | Maintains | Equal-Weight | Get Alert |
| 01/23/2025 | SAP | Buy Now | SAP | $310.61 | -8.89% | Raimo Lenschow50% | $275 → $283 | Maintains | Overweight | Get Alert |
| 01/23/2025 | PAYC | Buy Now | Paycom Software | $265.71 | -16.83% | Raimo Lenschow50% | $229 → $221 | Maintains | Equal-Weight | Get Alert |
| 01/23/2025 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 69.03% | Raimo Lenschow50% | $27 → $25 | Maintains | Overweight | Get Alert |
| 01/14/2025 | V | Buy Now | Visa | $370.30 | -2.51% | Raimo Lenschow50% | $347 → $361 | Maintains | Overweight | Get Alert |
| 01/10/2025 | PATH | Buy Now | UiPath | $13.15 | 14.07% | Raimo Lenschow50% | $16 → $15 | Maintains | Equal-Weight | Get Alert |
| 01/10/2025 | MDB | Buy Now | MongoDB | $220.03 | 49.98% | Raimo Lenschow50% | $400 → $330 | Maintains | Overweight | Get Alert |
| 01/10/2025 | JAMF | Buy Now | Jamf Holding | $10.67 | 59.33% | Raimo Lenschow50% | $20 → $17 | Maintains | Equal-Weight | Get Alert |
| 01/10/2025 | DAY | Buy Now | Dayforce | $60.42 | 32.41% | Raimo Lenschow50% | $84 → $80 | Maintains | Equal-Weight | Get Alert |
| 01/10/2025 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 59.28% | Raimo Lenschow50% | $20 → $18 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/10/2025 | SNOW | Buy Now | Snowflake | $210.66 | -9.81% | Raimo Lenschow50% | $190 → $190 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/10/2025 | BIGC | Buy Now | BigCommerce Holdings | $5.26 | 33.08% | Raimo Lenschow50% | $8 → $7 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 12/10/2024 | MDB | Buy Now | MongoDB | $220.03 | 81.79% | Raimo Lenschow50% | $375 → $400 | Maintains | Overweight | Get Alert |
| 12/06/2024 | SNOW | Buy Now | Snowflake | $210.66 | -9.81% | Raimo Lenschow50% | $172 → $190 | Maintains | Equal-Weight | Get Alert |
| 12/06/2024 | TDC | Buy Now | Teradata | $22.38 | 34.05% | Raimo Lenschow50% | $29 → $30 | Maintains | Underweight | Get Alert |
| 12/06/2024 | PATH | Buy Now | UiPath | $13.15 | 21.67% | Raimo Lenschow50% | $15 → $16 | Maintains | Equal-Weight | Get Alert |
| 12/06/2024 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 16.73% | Raimo Lenschow50% | $11 → $12 | Maintains | Equal-Weight | Get Alert |
| 12/06/2024 | DT | Buy Now | Dynatrace | $55.00 | 21.82% | Raimo Lenschow50% | $64 → $67 | Maintains | Overweight | Get Alert |
| 12/06/2024 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 82.56% | Raimo Lenschow50% | $23 → $27 | Maintains | Overweight | Get Alert |
| 12/06/2024 | DAY | Buy Now | Dayforce | $60.42 | 39.03% | Raimo Lenschow50% | $80 → $84 | Maintains | Equal-Weight | Get Alert |
| 12/06/2024 | DDOG | Buy Now | Datadog | $122.00 | 53.28% | Raimo Lenschow50% | $155 → $187 | Maintains | Overweight | Get Alert |
| 12/06/2024 | CFLT | Buy Now | Confluent | $24.50 | 42.86% | Raimo Lenschow50% | $32 → $35 | Maintains | Overweight | Get Alert |
| 12/06/2024 | APPN | Buy Now | Appian | $32.18 | 14.98% | Raimo Lenschow50% | $34 → $37 | Maintains | Underweight | Get Alert |
| 12/05/2024 | CXM | Buy Now | Sprinklr | $8.73 | 3.09% | Raimo Lenschow50% | $7 → $9 | Maintains | Underweight | Get Alert |
| 12/04/2024 | CRM | Buy Now | Salesforce | $274.71 | 54.71% | Raimo Lenschow50% | $415 → $425 | Maintains | Overweight | Get Alert |
| 11/27/2024 | WDAY | Buy Now | Workday | $252.72 | 20.69% | Raimo Lenschow50% | $314 → $305 | Maintains | Overweight | Get Alert |
| 11/25/2024 | ESTC | Buy Now | Elastic | $86.39 | 59.74% | Raimo Lenschow50% | $105 → $138 | Maintains | Overweight | Get Alert |
| 11/22/2024 | INTU | Buy Now | Intuit | $771.58 | 0.44% | Raimo Lenschow50% | $800 → $775 | Maintains | Overweight | Get Alert |
| 11/21/2024 | SNOW | Buy Now | Snowflake | $210.66 | -18.35% | Raimo Lenschow50% | $142 → $172 | Maintains | Equal-Weight | Get Alert |
| 11/15/2024 | WDAY | Buy Now | Workday | $252.72 | 24.25% | Raimo Lenschow50% | $289 → $314 | Maintains | Overweight | Get Alert |
| 11/15/2024 | MDB | Buy Now | MongoDB | $220.03 | 56.8% | Raimo Lenschow50% | $290 → $345 | Maintains | Overweight | Get Alert |
| 11/15/2024 | INTU | Buy Now | Intuit | $771.58 | 3.68% | Raimo Lenschow50% | $740 → $800 | Maintains | Overweight | Get Alert |
| 11/15/2024 | ESTC | Buy Now | Elastic | $86.39 | 21.54% | Raimo Lenschow50% | $95 → $105 | Maintains | Overweight | Get Alert |
| 11/15/2024 | BASE | Buy Now | Couchbase | $19.22 | 19.67% | Raimo Lenschow50% | $19 → $23 | Maintains | Overweight | Get Alert |
| 11/15/2024 | DSGX | Buy Now | Descartes Systems Gr | $102.25 | 22.25% | Raimo Lenschow50% | $88 → $125 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 11/13/2024 | DAY | Buy Now | Dayforce | $60.42 | 32.41% | Raimo Lenschow50% | $70 → $80 | Maintains | Equal-Weight | Get Alert |
| 11/08/2024 | DDOG | Buy Now | Datadog | $122.00 | 27.05% | Raimo Lenschow50% | $140 → $155 | Maintains | Overweight | Get Alert |
| 11/08/2024 | APPN | Buy Now | Appian | $32.18 | 5.66% | Raimo Lenschow50% | $29 → $34 | Maintains | Underweight | Get Alert |
| 11/05/2024 | TDC | Buy Now | Teradata | $22.38 | 29.58% | Raimo Lenschow50% | $30 → $29 | Maintains | Underweight | Get Alert |
| 11/04/2024 | V | Buy Now | Visa | $370.30 | -6.29% | Raimo Lenschow50% | $319 → $347 | Maintains | Overweight | Get Alert |
| 11/01/2024 | OTEX | Buy Now | Open Text | $27.89 | 21.91% | Raimo Lenschow50% | $36 → $34 | Maintains | Equal-Weight | Get Alert |
| 10/31/2024 | PCTY | Buy Now | Paylocity Holding | $194.28 | -7.35% | Raimo Lenschow50% | $174 → $180 | Maintains | Equal-Weight | Get Alert |
| 10/31/2024 | PAYC | Buy Now | Paycom Software | $265.71 | -31.88% | Raimo Lenschow50% | $172 → $181 | Maintains | Equal-Weight | Get Alert |
| 10/31/2024 | DAY | Buy Now | Dayforce | $60.42 | 15.86% | Raimo Lenschow50% | $63 → $70 | Maintains | Equal-Weight | Get Alert |
| 10/31/2024 | CFLT | Buy Now | Confluent | $24.50 | 30.61% | Raimo Lenschow50% | $29 → $32 | Maintains | Overweight | Get Alert |
| 10/25/2024 | PEGA | Buy Now | Pegasystems | $101.01 | -18.82% | Raimo Lenschow50% | $74 → $82 | Maintains | Equal-Weight | Get Alert |
| 10/24/2024 | NOW | Buy Now | ServiceNow | $1.03K | -3.29% | Raimo Lenschow50% | $980 → $1000 | Maintains | Overweight | Get Alert |
| 10/23/2024 | SAP | Buy Now | SAP | $310.61 | -11.46% | Raimo Lenschow50% | $252 → $275 | Maintains | Overweight | Get Alert |
| 10/11/2024 | SPT | Buy Now | Sprout Social | $21.72 | 74.95% | Raimo Lenschow50% | $48 → $38 | Maintains | Overweight | Get Alert |
| 10/11/2024 | NOW | Buy Now | ServiceNow | $1.03K | -5.22% | Raimo Lenschow50% | $890 → $980 | Maintains | Overweight | Get Alert |
| 10/11/2024 | PCTY | Buy Now | Paylocity Holding | $194.28 | -10.44% | Raimo Lenschow50% | $156 → $174 | Maintains | Equal-Weight | Get Alert |
| 10/11/2024 | PAYC | Buy Now | Paycom Software | $265.71 | -35.27% | Raimo Lenschow50% | $167 → $172 | Maintains | Equal-Weight | Get Alert |
| 10/11/2024 | KVYO | Buy Now | Klaviyo | $34.06 | 20.38% | Raimo Lenschow50% | $32 → $41 | Maintains | Overweight | Get Alert |
| 10/11/2024 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 55.51% | Raimo Lenschow50% | $27 → $23 | Maintains | Overweight | Get Alert |
| 10/11/2024 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 68.42% | Raimo Lenschow50% | $38 → $48 | Maintains | Overweight | Get Alert |
| 10/07/2024 | CXM | Buy Now | Sprinklr | $8.73 | -19.82% | Raimo Lenschow50% | $10 → $7 | Downgrade | Overweight → Underweight | Get Alert |
| 10/07/2024 | DT | Buy Now | Dynatrace | $55.00 | 16.36% | Raimo Lenschow50% | $52 → $64 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 10/07/2024 | BASE | Buy Now | Couchbase | $19.22 | -1.14% | Raimo Lenschow50% | $19 → $19 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 10/07/2024 | ESTC | Buy Now | Elastic | $86.39 | 9.97% | Raimo Lenschow50% | $90 → $95 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/30/2024 | SAP | Buy Now | SAP | $310.61 | -18.87% | Raimo Lenschow50% | $251 → $252 | Maintains | Overweight | Get Alert |
| 09/20/2024 | ESTC | Buy Now | Elastic | $86.39 | 4.18% | Raimo Lenschow50% | $106 → $90 | Maintains | Equal-Weight | Get Alert |
| 09/13/2024 | ORCL | Buy Now | Oracle | $174.04 | 16.07% | Raimo Lenschow50% | $172 → $202 | Maintains | Overweight | Get Alert |
| 09/10/2024 | ORCL | Buy Now | Oracle | $174.04 | -1.17% | Raimo Lenschow50% | $160 → $172 | Maintains | Overweight | Get Alert |
| 09/06/2024 | PATH | Buy Now | UiPath | $13.15 | 14.07% | Raimo Lenschow50% | $14 → $15 | Maintains | Equal-Weight | Get Alert |
| 09/05/2024 | CXM | Buy Now | Sprinklr | $8.73 | 14.55% | Raimo Lenschow50% | $11 → $10 | Maintains | Overweight | Get Alert |
| 09/05/2024 | DSGX | Buy Now | Descartes Systems Gr | $102.25 | -13.94% | Raimo Lenschow50% | $87 → $88 | Maintains | Underweight | Get Alert |
| 09/05/2024 | BASE | Buy Now | Couchbase | $19.22 | -1.14% | Raimo Lenschow50% | $20 → $19 | Maintains | Equal-Weight | Get Alert |
| 08/30/2024 | ESTC | Buy Now | Elastic | $86.39 | 22.7% | Raimo Lenschow50% | $117 → $106 | Maintains | Equal-Weight | Get Alert |
| 08/23/2024 | WDAY | Buy Now | Workday | $252.72 | 14.36% | Raimo Lenschow50% | $286 → $289 | Maintains | Overweight | Get Alert |
| 08/23/2024 | INTU | Buy Now | Intuit | $771.58 | -4.09% | Raimo Lenschow50% | $745 → $740 | Maintains | Overweight | Get Alert |
| 08/22/2024 | SNOW | Buy Now | Snowflake | $210.66 | -32.59% | Raimo Lenschow50% | $146 → $142 | Maintains | Equal-Weight | Get Alert |
| 08/19/2024 | PATH | Buy Now | UiPath | $13.15 | 6.46% | Raimo Lenschow50% | $16 → $14 | Maintains | Equal-Weight | Get Alert |
| 08/19/2024 | SNOW | Buy Now | Snowflake | $210.66 | -30.69% | Raimo Lenschow50% | $191 → $146 | Maintains | Equal-Weight | Get Alert |
| 08/19/2024 | BASE | Buy Now | Couchbase | $19.22 | 4.06% | Raimo Lenschow50% | $27 → $20 | Maintains | Equal-Weight | Get Alert |
| 08/13/2024 | SAP | Buy Now | SAP | $310.61 | -19.19% | Raimo Lenschow50% | $217 → $251 | Maintains | Overweight | Get Alert |
| 08/09/2024 | DDOG | Buy Now | Datadog | $122.00 | 14.75% | Raimo Lenschow50% | $145 → $140 | Maintains | Overweight | Get Alert |
| 08/09/2024 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 33.33% | Raimo Lenschow50% | $43 → $38 | Maintains | Overweight | Get Alert |
| 08/08/2024 | KVYO | Buy Now | Klaviyo | $34.06 | -6.05% | Raimo Lenschow50% | $29 → $32 | Maintains | Overweight | Get Alert |
| 08/08/2024 | SMWB | Buy Now | Similarweb | $8.08 | 23.76% | Raimo Lenschow50% | $9 → $10 | Maintains | Overweight | Get Alert |
| 08/06/2024 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 7% | Raimo Lenschow50% | $15 → $11 | Maintains | Equal-Weight | Get Alert |
| 08/06/2024 | TDC | Buy Now | Teradata | $22.38 | 34.05% | Raimo Lenschow50% | $35 → $30 | Maintains | Underweight | Get Alert |
| 08/05/2024 | APPN | Buy Now | Appian | $32.18 | -9.88% | Raimo Lenschow50% | $32 → $29 | Maintains | Underweight | Get Alert |
| 08/05/2024 | PCTY | Buy Now | Paylocity Holding | $194.28 | -19.7% | Raimo Lenschow50% | $160 → $156 | Maintains | Equal-Weight | Get Alert |
| 08/05/2024 | IAS | Buy Now | Integral Ad Science | $8.22 | 58.15% | Raimo Lenschow50% | $12 → $13 | Maintains | Equal-Weight | Get Alert |
| 08/05/2024 | OTEX | Buy Now | Open Text | $27.89 | 29.08% | Raimo Lenschow50% | $38 → $36 | Maintains | Equal-Weight | Get Alert |
| 08/01/2024 | PAYC | Buy Now | Paycom Software | $265.71 | -37.15% | Raimo Lenschow50% | $161 → $167 | Maintains | Equal-Weight | Get Alert |
| 08/01/2024 | DAY | Buy Now | Dayforce | $60.42 | 4.27% | Raimo Lenschow50% | $62 → $63 | Maintains | Equal-Weight | Get Alert |
| 08/01/2024 | CFLT | Buy Now | Confluent | $24.50 | 18.37% | Raimo Lenschow50% | $34 → $29 | Maintains | Overweight | Get Alert |
| 07/31/2024 | FRSH | Buy Now | Freshworks | $15.55 | -9.97% | Raimo Lenschow50% | $15 → $14 | Maintains | Equal-Weight | Get Alert |
| 07/26/2024 | PEGA | Buy Now | Pegasystems | $101.01 | -26.74% | Raimo Lenschow50% | $69 → $74 | Maintains | Equal-Weight | Get Alert |
| 07/16/2024 | SPT | Buy Now | Sprout Social | $21.72 | 120.99% | Raimo Lenschow50% | $50 → $48 | Maintains | Overweight | Get Alert |
| 07/16/2024 | PCTY | Buy Now | Paylocity Holding | $194.28 | -17.64% | Raimo Lenschow50% | $178 → $160 | Maintains | Equal-Weight | Get Alert |
| 07/16/2024 | PAYC | Buy Now | Paycom Software | $265.71 | -39.41% | Raimo Lenschow50% | $184 → $161 | Maintains | Equal-Weight | Get Alert |
| 07/16/2024 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 82.56% | Raimo Lenschow50% | $30 → $27 | Maintains | Overweight | Get Alert |
| 06/12/2024 | KVYO | Buy Now | Klaviyo | $34.06 | -14.86% | Raimo Lenschow50% | $25 → $29 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 06/06/2024 | CXM | Buy Now | Sprinklr | $8.73 | 26% | Raimo Lenschow50% | $17 → $11 | Maintains | Overweight | Get Alert |
| 06/06/2024 | BASE | Buy Now | Couchbase | $19.22 | 40.48% | Raimo Lenschow50% | $33 → $27 | Maintains | Equal-Weight | Get Alert |
| 05/31/2024 | MDB | Buy Now | MongoDB | $220.03 | 31.8% | Raimo Lenschow50% | $458 → $290 | Maintains | Overweight | Get Alert |
| 05/31/2024 | ESTC | Buy Now | Elastic | $86.39 | 35.43% | Raimo Lenschow50% | $128 → $117 | Maintains | Equal-Weight | Get Alert |
| 05/30/2024 | PATH | Buy Now | UiPath | $13.15 | 21.67% | Raimo Lenschow50% | $25 → $16 | Maintains | Equal-Weight | Get Alert |
| 05/30/2024 | CRM | Buy Now | Salesforce | $274.71 | 11.03% | Raimo Lenschow50% | $355 → $305 | Maintains | Overweight | Get Alert |
| 05/24/2024 | WDAY | Buy Now | Workday | $252.72 | 13.17% | Raimo Lenschow50% | $316 → $286 | Maintains | Overweight | Get Alert |
| 05/23/2024 | SNOW | Buy Now | Snowflake | $210.66 | -9.33% | Raimo Lenschow50% | $188 → $191 | Maintains | Equal-Weight | Get Alert |
| 05/23/2024 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow50% | $8.5 → $8 | Maintains | Underweight | Get Alert |
| 05/17/2024 | DSGX | Buy Now | Descartes Systems Gr | $102.25 | -14.91% | Raimo Lenschow50% | $75 → $87 | Maintains | Underweight | Get Alert |
| 05/09/2024 | KVYO | Buy Now | Klaviyo | $34.06 | -26.6% | Raimo Lenschow50% | $32 → $25 | Maintains | Equal-Weight | Get Alert |
| 05/08/2024 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 102.84% | Raimo Lenschow50% | $40 → $30 | Maintains | Overweight | Get Alert |
| 05/08/2024 | DDOG | Buy Now | Datadog | $122.00 | 18.85% | Raimo Lenschow50% | $152 → $145 | Maintains | Overweight | Get Alert |
| 05/08/2024 | CFLT | Buy Now | Confluent | $24.50 | 38.78% | Raimo Lenschow50% | $33 → $34 | Maintains | Overweight | Get Alert |
| 05/08/2024 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 45.91% | Raimo Lenschow50% | $19 → $15 | Maintains | Equal-Weight | Get Alert |
| 05/07/2024 | TDC | Buy Now | Teradata | $22.38 | 56.39% | Raimo Lenschow50% | $39 → $35 | Maintains | Underweight | Get Alert |
| 05/03/2024 | SPT | Buy Now | Sprout Social | $21.72 | 130.2% | Raimo Lenschow50% | $72 → $50 | Maintains | Overweight | Get Alert |
| 05/03/2024 | PCTY | Buy Now | Paylocity Holding | $194.28 | -8.38% | Raimo Lenschow50% | $166 → $178 | Maintains | Equal-Weight | Get Alert |
| 05/03/2024 | OTEX | Buy Now | Open Text | $27.89 | 36.25% | Raimo Lenschow50% | $44 → $38 | Maintains | Equal-Weight | Get Alert |
| 05/03/2024 | FRSH | Buy Now | Freshworks | $15.55 | -3.54% | Raimo Lenschow50% | $20 → $15 | Maintains | Equal-Weight | Get Alert |
| 05/03/2024 | APPN | Buy Now | Appian | $32.18 | -0.56% | Raimo Lenschow50% | $36 → $32 | Maintains | Underweight | Get Alert |
| 05/02/2024 | PAYC | Buy Now | Paycom Software | $265.71 | -30.75% | Raimo Lenschow50% | $193 → $184 | Maintains | Equal-Weight | Get Alert |
| 05/02/2024 | DAY | Buy Now | Dayforce | $60.42 | 2.62% | Raimo Lenschow50% | $74 → $62 | Maintains | Equal-Weight | Get Alert |
| 04/26/2024 | PEGA | Buy Now | Pegasystems | $101.01 | -31.69% | Raimo Lenschow50% | $66 → $69 | Maintains | Equal-Weight | Get Alert |
| 04/24/2024 | SAP | Buy Now | SAP | $310.61 | -32.39% | Raimo Lenschow50% | $212 → $210 | Maintains | Overweight | Get Alert |
| 04/15/2024 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 84.82% | Raimo Lenschow50% | $20 → $19 | Maintains | Equal-Weight | Get Alert |
| 04/15/2024 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow50% | $10 → $8.5 | Maintains | Underweight | Get Alert |
| 04/15/2024 | TDC | Buy Now | Teradata | $22.38 | 74.26% | Raimo Lenschow50% | $43 → $39 | Maintains | Underweight | Get Alert |
| 04/15/2024 | PEGA | Buy Now | Pegasystems | $101.01 | -34.66% | Raimo Lenschow50% | $68 → $66 | Maintains | Equal-Weight | Get Alert |
| 04/15/2024 | IAS | Buy Now | Integral Ad Science | $8.22 | 45.99% | Raimo Lenschow50% | $16 → $12 | Maintains | Equal-Weight | Get Alert |
| 04/15/2024 | BIGC | Buy Now | BigCommerce Holdings | $5.26 | 33.08% | Raimo Lenschow50% | $10 → $7 | Maintains | Equal-Weight | Get Alert |
| 04/15/2024 | APPN | Buy Now | Appian | $32.18 | 11.87% | Raimo Lenschow50% | $35 → $36 | Maintains | Underweight | Get Alert |
| 04/03/2024 | SAP | Buy Now | SAP | $310.61 | -31.75% | Raimo Lenschow50% | $189 → $212 | Maintains | Overweight | Get Alert |
| 03/20/2024 | DT | Buy Now | Dynatrace | $55.00 | -5.45% | Raimo Lenschow50% | $59 → $52 | Maintains | Equal-Weight | Get Alert |
| 03/15/2024 | PATH | Buy Now | UiPath | $13.15 | 90.11% | Raimo Lenschow50% | $23 → $25 | Maintains | Equal-Weight | Get Alert |
| 03/14/2024 | JAMF | Buy Now | Jamf Holding | $10.67 | 87.44% | Raimo Lenschow50% | $18 → $20 | Maintains | Equal-Weight | Get Alert |
| 03/12/2024 | ORCL | Buy Now | Oracle | $174.04 | -15.54% | Raimo Lenschow50% | $140 → $147 | Maintains | Overweight | Get Alert |
| 03/08/2024 | MDB | Buy Now | MongoDB | $220.03 | 108.15% | Raimo Lenschow50% | $478 → $458 | Maintains | Overweight | Get Alert |
| 03/06/2024 | BASE | Buy Now | Couchbase | $19.22 | 71.7% | Raimo Lenschow50% | $29 → $33 | Maintains | Equal-Weight | Get Alert |
| 03/01/2024 | ESTC | Buy Now | Elastic | $86.39 | 48.17% | Raimo Lenschow50% | $130 → $128 | Maintains | Equal-Weight | Get Alert |
| 03/01/2024 | SNOW | Buy Now | Snowflake | $210.66 | -10.76% | Raimo Lenschow50% | $198 → $188 | Maintains | Equal-Weight | Get Alert |
| 02/29/2024 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 170.45% | Raimo Lenschow50% | $43 → $40 | Maintains | Overweight | Get Alert |
| 02/28/2024 | JAMF | Buy Now | Jamf Holding | $10.67 | 68.7% | Raimo Lenschow50% | $20 → $18 | Maintains | Equal-Weight | Get Alert |
| 02/28/2024 | IAS | Buy Now | Integral Ad Science | $8.22 | 94.65% | Raimo Lenschow50% | $17 → $16 | Maintains | Equal-Weight | Get Alert |
| 02/27/2024 | WDAY | Buy Now | Workday | $252.72 | 25.04% | Raimo Lenschow50% | $326 → $316 | Maintains | Overweight | Get Alert |
| 02/23/2024 | INTU | Buy Now | Intuit | $771.58 | -3.44% | Raimo Lenschow50% | $735 → $745 | Maintains | Overweight | Get Alert |
| 02/21/2024 | SPT | Buy Now | Sprout Social | $21.72 | 231.49% | Raimo Lenschow50% | $75 → $72 | Maintains | Overweight | Get Alert |
| 02/20/2024 | PEGA | Buy Now | Pegasystems | $101.01 | -32.68% | Raimo Lenschow50% | $52 → $68 | Maintains | Equal-Weight | Get Alert |
| 02/20/2024 | ESTC | Buy Now | Elastic | $86.39 | 50.48% | Raimo Lenschow50% | $110 → $130 | Maintains | Equal-Weight | Get Alert |
| 02/20/2024 | DSGX | Buy Now | Descartes Systems Gr | $102.25 | -26.65% | Raimo Lenschow50% | $71 → $75 | Maintains | Underweight | Get Alert |
| 02/20/2024 | BASE | Buy Now | Couchbase | $19.22 | 50.88% | Raimo Lenschow50% | $26 → $29 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 02/15/2024 | SMWB | Buy Now | Similarweb | $8.08 | 11.39% | Raimo Lenschow50% | $8 → $9 | Maintains | Overweight | Get Alert |
| 02/14/2024 | DDOG | Buy Now | Datadog | $122.00 | 24.59% | Raimo Lenschow50% | $138 → $152 | Maintains | Overweight | Get Alert |
| 02/13/2024 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 94.55% | Raimo Lenschow50% | $18 → $20 | Maintains | Equal-Weight | Get Alert |
| 02/13/2024 | TDC | Buy Now | Teradata | $22.38 | 92.14% | Raimo Lenschow50% | $46 → $43 | Maintains | Underweight | Get Alert |
| 02/09/2024 | PCTY | Buy Now | Paylocity Holding | $194.28 | -14.56% | Raimo Lenschow50% | $174 → $166 | Maintains | Equal-Weight | Get Alert |
| 02/08/2024 | DAY | Buy Now | Dayforce | $60.42 | 22.48% | Raimo Lenschow50% | $75 → $74 | Maintains | Equal-Weight | Get Alert |
| 02/08/2024 | CFLT | Buy Now | Confluent | $24.50 | 34.69% | Raimo Lenschow50% | $26 → $33 | Maintains | Overweight | Get Alert |
| 01/31/2024 | MSFT | Buy Now | Microsoft | $470.38 | 0.98% | Raimo Lenschow50% | $421 → $475 | Maintains | Overweight | Get Alert |
| 01/29/2024 | V | Buy Now | Visa | $370.30 | -13.85% | Raimo Lenschow50% | $304 → $319 | Maintains | Overweight | Get Alert |
| 01/26/2024 | SAP | Buy Now | SAP | $310.61 | -39.15% | Raimo Lenschow50% | $156 → $189 | Maintains | Overweight | Get Alert |
| 01/25/2024 | NOW | Buy Now | ServiceNow | $1.03K | -13.93% | Raimo Lenschow50% | $870 → $890 | Maintains | Overweight | Get Alert |
| 01/25/2024 | LRCX | Buy Now | Lam Research | $86.75 | 851.01% | Raimo Lenschow50% | $750 → $825 | Maintains | Equal-Weight | Get Alert |
| 01/24/2024 | VC | Buy Now | Visteon | $83.52 | 67.62% | Raimo Lenschow50% | $158 → $140 | Maintains | Equal-Weight | Get Alert |
| 01/23/2024 | NOW | Buy Now | ServiceNow | $1.03K | -15.86% | Raimo Lenschow50% | $765 → $870 | Maintains | Overweight | Get Alert |
| 01/16/2024 | LRCX | Buy Now | Lam Research | $86.75 | 764.55% | Raimo Lenschow50% | $600 → $750 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | AMAT | Buy Now | Applied Mat | $166.93 | -16.13% | Raimo Lenschow50% | $120 → $140 | Maintains | Underweight | Get Alert |
| 01/12/2024 | PATH | Buy Now | UiPath | $13.15 | 74.9% | Raimo Lenschow50% | $21 → $23 | Maintains | Equal-Weight | Get Alert |
| 01/12/2024 | SPT | Buy Now | Sprout Social | $21.72 | 245.3% | Raimo Lenschow50% | $65 → $75 | Maintains | Overweight | Get Alert |
| 01/12/2024 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 103.53% | Raimo Lenschow50% | $20 → $23 | Maintains | Overweight | Get Alert |
| 01/12/2024 | KVYO | Buy Now | Klaviyo | $34.06 | -6.05% | Raimo Lenschow50% | $37 → $32 | Maintains | Equal-Weight | Get Alert |
| 01/12/2024 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 190.74% | Raimo Lenschow50% | $40 → $43 | Maintains | Overweight | Get Alert |
| 01/12/2024 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 50.88% | Raimo Lenschow50% | $37 → $43 | Maintains | Overweight | Get Alert |
| 01/12/2024 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 75.1% | Raimo Lenschow50% | → $18 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/12/2024 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow50% | → $10 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 01/12/2024 | SNOW | Buy Now | Snowflake | $210.66 | -6.01% | Raimo Lenschow50% | → $198 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/12/2024 | BASE | Buy Now | Couchbase | $19.22 | 35.28% | Raimo Lenschow50% | $23 → $26 | Maintains | Overweight | Get Alert |
| 01/12/2024 | JAMF | Buy Now | Jamf Holding | $10.67 | 87.44% | Raimo Lenschow50% | → $20 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/12/2024 | ESTC | Buy Now | Elastic | $86.39 | 27.33% | Raimo Lenschow50% | $100 → $110 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/12/2024 | APPN | Buy Now | Appian | $32.18 | 8.76% | Raimo Lenschow50% | $40 → $35 | Maintains | Underweight | Get Alert |
| 01/12/2024 | PEGA | Buy Now | Pegasystems | $101.01 | -48.52% | Raimo Lenschow50% | → $52 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 12/11/2023 | CXM | Buy Now | Sprinklr | $8.73 | 71.82% | Raimo Lenschow50% | $18 → $15 | Maintains | Overweight | Get Alert |
| 12/11/2023 | BASE | Buy Now | Couchbase | $19.22 | 19.67% | Raimo Lenschow50% | $21 → $23 | Maintains | Overweight | Get Alert |
| 12/06/2023 | MDB | Buy Now | MongoDB | $220.03 | 117.24% | Raimo Lenschow50% | $470 → $478 | Maintains | Overweight | Get Alert |
| 11/29/2023 | WDAY | Buy Now | Workday | $252.72 | 8.42% | Raimo Lenschow50% | $249 → $274 | Maintains | Overweight | Get Alert |
| 11/29/2023 | INTU | Buy Now | Intuit | $771.58 | -14.46% | Raimo Lenschow50% | $570 → $660 | Maintains | Overweight | Get Alert |
| 11/02/2023 | CFLT | Buy Now | Confluent | $24.50 | 6.12% | Raimo Lenschow50% | $39 → $26 | Maintains | Overweight | Get Alert |
| 11/01/2023 | PAYC | Buy Now | Paycom Software | $265.71 | -24.73% | Raimo Lenschow50% | $294 → $200 | Maintains | Equal-Weight | Get Alert |
| 11/01/2023 | FRSH | Buy Now | Freshworks | $15.55 | 28.62% | Raimo Lenschow50% | $25 → $20 | Maintains | Equal-Weight | Get Alert |
| 10/30/2023 | V | Buy Now | Visa | $370.30 | -24.93% | Raimo Lenschow50% | $285 → $278 | Maintains | Overweight | Get Alert |
| 10/30/2023 | PEGA | Buy Now | Pegasystems | $101.01 | -55.45% | Raimo Lenschow50% | $44 → $45 | Maintains | Underweight | Get Alert |
| 10/30/2023 | MA | Buy Now | Mastercard | $591.12 | -20.49% | Raimo Lenschow50% | $479 → $470 | Maintains | Overweight | Get Alert |
| 10/25/2023 | MSFT | Buy Now | Microsoft | $470.38 | -10.5% | Raimo Lenschow50% | $425 → $421 | Maintains | Overweight | Get Alert |
| 10/16/2023 | KVYO | Buy Now | Klaviyo | $34.06 | 8.63% | Raimo Lenschow50% | → $37 | Initiates | → Equal-Weight | Get Alert |
| 10/12/2023 | OTEX | Buy Now | Open Text | $27.89 | 43.42% | Raimo Lenschow50% | $44 → $40 | Maintains | Equal-Weight | Get Alert |
| 10/12/2023 | PAYC | Buy Now | Paycom Software | $265.71 | 10.65% | Raimo Lenschow50% | $350 → $294 | Maintains | Equal-Weight | Get Alert |
| 10/12/2023 | PCTY | Buy Now | Paylocity Holding | $194.28 | 14.78% | Raimo Lenschow50% | $213 → $223 | Maintains | Equal-Weight | Get Alert |
| 10/12/2023 | PEGA | Buy Now | Pegasystems | $101.01 | -56.44% | Raimo Lenschow50% | $47 → $44 | Maintains | Underweight | Get Alert |
| 10/12/2023 | V | Buy Now | Visa | $370.30 | -23.04% | Raimo Lenschow50% | $287 → $285 | Maintains | Overweight | Get Alert |
| 10/12/2023 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 104.28% | Raimo Lenschow50% | $25 → $21 | Maintains | Overweight | Get Alert |
| 10/12/2023 | MA | Buy Now | Mastercard | $591.12 | -18.97% | Raimo Lenschow50% | $480 → $479 | Maintains | Overweight | Get Alert |
| 10/12/2023 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 50.43% | Raimo Lenschow50% | $22 → $17 | Maintains | Overweight | Get Alert |
| 10/12/2023 | IAS | Buy Now | Integral Ad Science | $8.22 | 82.48% | Raimo Lenschow50% | $21 → $15 | Maintains | Equal-Weight | Get Alert |
| 10/12/2023 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 143.41% | Raimo Lenschow50% | $45 → $36 | Maintains | Overweight | Get Alert |
| 10/12/2023 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 5.26% | Raimo Lenschow50% | $42 → $30 | Maintains | Overweight | Get Alert |
| 10/12/2023 | VC | Buy Now | Visteon | $83.52 | — | Raimo Lenschow50% | — | Upgrade | Underweight → Equal-Weight | Get Alert |
| 10/12/2023 | CFLT | Buy Now | Confluent | $24.50 | 59.18% | Raimo Lenschow50% | $42 → $39 | Maintains | Overweight | Get Alert |
| 10/12/2023 | APPN | Buy Now | Appian | $32.18 | 8.76% | Raimo Lenschow50% | $41 → $35 | Maintains | Underweight | Get Alert |
| 09/28/2023 | WDAY | Buy Now | Workday | $252.72 | -1.47% | Raimo Lenschow50% | $262 → $249 | Maintains | Overweight | Get Alert |
| 09/18/2023 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 204.26% | Raimo Lenschow50% | $47 → $45 | Maintains | Overweight | Get Alert |
| 09/12/2023 | ORCL | Buy Now | Oracle | $174.04 | -15.54% | Raimo Lenschow50% | $150 → $147 | Maintains | Overweight | Get Alert |
| 09/08/2023 | FRSH | Buy Now | Freshworks | $15.55 | 60.77% | Raimo Lenschow50% | $20 → $25 | Maintains | Equal-Weight | Get Alert |
| 09/07/2023 | PATH | Buy Now | UiPath | $13.15 | 36.88% | Raimo Lenschow50% | $16 → $18 | Maintains | Equal-Weight | Get Alert |
| 09/05/2023 | ORCL | Buy Now | Oracle | $174.04 | -13.81% | Raimo Lenschow50% | $126 → $150 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/01/2023 | MDB | Buy Now | MongoDB | $220.03 | 104.52% | Raimo Lenschow50% | $421 → $450 | Maintains | Overweight | Get Alert |
| 09/01/2023 | ESTC | Buy Now | Elastic | $86.39 | -0.45% | Raimo Lenschow50% | $83 → $86 | Maintains | Overweight | Get Alert |
| 08/31/2023 | CRM | Buy Now | Salesforce | $274.71 | -5.35% | Raimo Lenschow50% | $245 → $260 | Maintains | Overweight | Get Alert |
| 08/25/2023 | WDAY | Buy Now | Workday | $252.72 | 3.67% | Raimo Lenschow50% | $258 → $262 | Maintains | Overweight | Get Alert |
| 08/24/2023 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $130 → $134 | Maintains | Overweight | Get Alert |
| 08/24/2023 | SNOW | Buy Now | Snowflake | $210.66 | -13.13% | Raimo Lenschow50% | $190 → $183 | Maintains | Overweight | Get Alert |
| 08/18/2023 | INTU | Buy Now | Intuit | $771.58 | -26.13% | Raimo Lenschow50% | $495 → $570 | Maintains | Overweight | Get Alert |
| 08/18/2023 | WDAY | Buy Now | Workday | $252.72 | 2.09% | Raimo Lenschow50% | $243 → $258 | Maintains | Overweight | Get Alert |
| 08/18/2023 | SNOW | Buy Now | Snowflake | $210.66 | -9.81% | Raimo Lenschow50% | $203 → $190 | Maintains | Overweight | Get Alert |
| 08/18/2023 | BASE | Buy Now | Couchbase | $19.22 | 4.06% | Raimo Lenschow50% | $23 → $20 | Maintains | Overweight | Get Alert |
| 08/09/2023 | JAMF | Buy Now | Jamf Holding | $10.67 | 106.19% | Raimo Lenschow50% | $25 → $22 | Maintains | Overweight | Get Alert |
| 08/09/2023 | DDOG | Buy Now | Datadog | $122.00 | -14.75% | Raimo Lenschow50% | $134 → $104 | Maintains | Overweight | Get Alert |
| 08/08/2023 | TDC | Buy Now | Teradata | $22.38 | 105.54% | Raimo Lenschow50% | $47 → $46 | Maintains | Underweight | Get Alert |
| 08/07/2023 | VC | Buy Now | Visteon | $83.52 | 61.64% | Raimo Lenschow50% | $130 → $135 | Maintains | Underweight | Get Alert |
| 08/07/2023 | PCTY | Buy Now | Paylocity Holding | $194.28 | 9.64% | Raimo Lenschow50% | $204 → $213 | Maintains | Equal-Weight | Get Alert |
| 08/07/2023 | OTEX | Buy Now | Open Text | $27.89 | 57.76% | Raimo Lenschow50% | $43 → $44 | Maintains | Equal-Weight | Get Alert |
| 08/07/2023 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 47.37% | Raimo Lenschow50% | $58 → $42 | Maintains | Overweight | Get Alert |
| 08/07/2023 | BIGC | Buy Now | BigCommerce Holdings | $5.26 | 128.14% | Raimo Lenschow50% | $10 → $12 | Maintains | Equal-Weight | Get Alert |
| 08/07/2023 | APPN | Buy Now | Appian | $32.18 | 27.41% | Raimo Lenschow50% | $35 → $41 | Maintains | Underweight | Get Alert |
| 08/04/2023 | BIGC | Buy Now | BigCommerce Holdings | $5.26 | 128.14% | Raimo Lenschow50% | $10 → $12 | Maintains | Equal-Weight | Get Alert |
| 08/04/2023 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 47.37% | Raimo Lenschow50% | $58 → $42 | Maintains | Overweight | Get Alert |
| 08/03/2023 | DT | Buy Now | Dynatrace | $55.00 | -5.45% | Raimo Lenschow50% | $55 → $52 | Maintains | Equal-Weight | Get Alert |
| 08/03/2023 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $73 → $74 | Maintains | Equal-Weight | Get Alert |
| 08/02/2023 | PAYC | Buy Now | Paycom Software | $265.71 | 31.72% | Raimo Lenschow50% | $368 → $350 | Maintains | Equal-Weight | Get Alert |
| 08/01/2023 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 143.19% | Raimo Lenschow50% | $34 → $25 | Maintains | Overweight | Get Alert |
| 07/31/2023 | MA | Buy Now | Mastercard | $591.12 | -18.8% | Raimo Lenschow50% | $470 → $480 | Maintains | Overweight | Get Alert |
| 07/28/2023 | PEGA | Buy Now | Pegasystems | $101.01 | -53.47% | Raimo Lenschow50% | $41 → $47 | Maintains | Underweight | Get Alert |
| 07/27/2023 | NOW | Buy Now | ServiceNow | $1.03K | -37.72% | Raimo Lenschow50% | $646 → $644 | Maintains | Overweight | Get Alert |
| 07/24/2023 | V | Buy Now | Visa | $370.30 | -22.5% | Raimo Lenschow50% | $272 → $287 | Maintains | Overweight | Get Alert |
| 07/24/2023 | MA | Buy Now | Mastercard | $591.12 | -20.49% | Raimo Lenschow50% | $437 → $470 | Maintains | Overweight | Get Alert |
| 07/21/2023 | SAP | Buy Now | SAP | $310.61 | -53.32% | Raimo Lenschow50% | $146 → $145 | Maintains | Overweight | Get Alert |
| 07/19/2023 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow50% | $10 → $9 | Maintains | Equal-Weight | Get Alert |
| 07/19/2023 | TDC | Buy Now | Teradata | $22.38 | 110.01% | Raimo Lenschow50% | $41 → $47 | Maintains | Underweight | Get Alert |
| 07/19/2023 | NOW | Buy Now | ServiceNow | $1.03K | -37.52% | Raimo Lenschow50% | $559 → $646 | Maintains | Overweight | Get Alert |
| 07/19/2023 | SAP | Buy Now | SAP | $310.61 | -53% | Raimo Lenschow50% | $136 → $146 | Maintains | Overweight | Get Alert |
| 07/19/2023 | PEGA | Buy Now | Pegasystems | $101.01 | -59.41% | Raimo Lenschow50% | $37 → $41 | Maintains | Underweight | Get Alert |
| 07/19/2023 | MSFT | Buy Now | Microsoft | $470.38 | -9.65% | Raimo Lenschow50% | $336 → $425 | Maintains | Overweight | Get Alert |
| 07/19/2023 | PCTY | Buy Now | Paylocity Holding | $194.28 | 5% | Raimo Lenschow50% | $199 → $204 | Maintains | Equal-Weight | Get Alert |
| 07/19/2023 | PAYC | Buy Now | Paycom Software | $265.71 | 38.5% | Raimo Lenschow50% | $336 → $368 | Maintains | Equal-Weight | Get Alert |
| 07/19/2023 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 94.68% | Raimo Lenschow50% | $17 → $22 | Maintains | Overweight | Get Alert |
| 07/19/2023 | JAMF | Buy Now | Jamf Holding | $10.67 | 134.3% | Raimo Lenschow50% | $21 → $25 | Maintains | Overweight | Get Alert |
| 07/19/2023 | IAS | Buy Now | Integral Ad Science | $8.22 | 155.47% | Raimo Lenschow50% | $20 → $21 | Maintains | Equal-Weight | Get Alert |
| 07/19/2023 | DT | Buy Now | Dynatrace | $55.00 | — | Raimo Lenschow50% | $48 → $55 | Maintains | Equal-Weight | Get Alert |
| 07/19/2023 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 217.78% | Raimo Lenschow50% | $34 → $47 | Maintains | Overweight | Get Alert |
| 07/19/2023 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 103.51% | Raimo Lenschow50% | $42 → $58 | Maintains | Overweight | Get Alert |
| 07/19/2023 | DDOG | Buy Now | Datadog | $122.00 | 9.84% | Raimo Lenschow50% | $90 → $134 | Maintains | Overweight | Get Alert |
| 07/19/2023 | APPN | Buy Now | Appian | $32.18 | 8.76% | Raimo Lenschow50% | $30 → $35 | Maintains | Underweight | Get Alert |
| 06/29/2023 | SNOW | Buy Now | Snowflake | $210.66 | -3.64% | Raimo Lenschow50% | $165 → $203 | Maintains | Overweight | Get Alert |
| 06/26/2023 | MDB | Buy Now | MongoDB | $220.03 | 91.34% | Raimo Lenschow50% | $374 → $421 | Maintains | Overweight | Get Alert |
| 06/14/2023 | IAS | Buy Now | Integral Ad Science | $8.22 | 143.31% | Raimo Lenschow50% | $17 → $20 | Maintains | Equal-Weight | Get Alert |
| 06/14/2023 | CFLT | Buy Now | Confluent | $24.50 | 71.43% | Raimo Lenschow50% | $26 → $42 | Maintains | Overweight | Get Alert |
| 06/13/2023 | ORCL | Buy Now | Oracle | $174.04 | -27.6% | Raimo Lenschow50% | $113 → $126 | Maintains | Equal-Weight | Get Alert |
| 06/07/2023 | ORCL | Buy Now | Oracle | $174.04 | -35.07% | Raimo Lenschow50% | $85 → $113 | Maintains | Equal-Weight | Get Alert |
| 06/07/2023 | BASE | Buy Now | Couchbase | $19.22 | 19.67% | Raimo Lenschow50% | $19 → $23 | Maintains | Overweight | Get Alert |
| 06/02/2023 | MDB | Buy Now | MongoDB | $220.03 | 69.98% | Raimo Lenschow50% | $280 → $374 | Maintains | Overweight | Get Alert |
| 06/02/2023 | ESTC | Buy Now | Elastic | $86.39 | -3.92% | Raimo Lenschow50% | $70 → $83 | Maintains | Overweight | Get Alert |
| 06/01/2023 | DSGX | Buy Now | Descartes Systems Gr | $102.25 | -36.43% | Raimo Lenschow50% | $62 → $65 | Maintains | Underweight | Get Alert |
| 05/30/2023 | PCTY | Buy Now | Paylocity Holding | $194.28 | 2.43% | Raimo Lenschow50% | → $199 | Initiates | → Equal-Weight | Get Alert |
| 05/26/2023 | WDAY | Buy Now | Workday | $252.72 | -3.85% | Raimo Lenschow50% | $216 → $243 | Maintains | Overweight | Get Alert |
| 05/25/2023 | PATH | Buy Now | UiPath | $13.15 | 21.67% | Raimo Lenschow50% | $17 → $16 | Maintains | Equal-Weight | Get Alert |
| 05/25/2023 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $122 → $130 | Maintains | Overweight | Get Alert |
| 05/25/2023 | SNOW | Buy Now | Snowflake | $210.66 | -21.67% | Raimo Lenschow50% | $171 → $165 | Maintains | Overweight | Get Alert |
| 05/19/2023 | AMAT | Buy Now | Applied Mat | $166.93 | -40.09% | Raimo Lenschow50% | $90 → $100 | Maintains | Underweight | Get Alert |
| 05/19/2023 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 50.43% | Raimo Lenschow50% | $20 → $17 | Maintains | Overweight | Get Alert |
| 05/18/2023 | NOW | Buy Now | ServiceNow | $1.03K | -45.94% | Raimo Lenschow50% | $551 → $559 | Maintains | Overweight | Get Alert |
| 05/18/2023 | DT | Buy Now | Dynatrace | $55.00 | -12.73% | Raimo Lenschow50% | $41 → $48 | Maintains | Equal-Weight | Get Alert |
| 05/15/2023 | CRM | Buy Now | Salesforce | $274.71 | -10.82% | Raimo Lenschow50% | $225 → $245 | Maintains | Overweight | Get Alert |
| 05/15/2023 | MDB | Buy Now | MongoDB | $220.03 | 27.26% | Raimo Lenschow50% | $257 → $280 | Maintains | Overweight | Get Alert |
| 05/15/2023 | INTU | Buy Now | Intuit | $771.58 | -35.85% | Raimo Lenschow50% | $465 → $495 | Maintains | Overweight | Get Alert |
| 05/05/2023 | JAMF | Buy Now | Jamf Holding | $10.67 | 96.81% | Raimo Lenschow50% | $25 → $21 | Maintains | Overweight | Get Alert |
| 05/05/2023 | TDC | Buy Now | Teradata | $22.38 | 83.2% | Raimo Lenschow50% | $37 → $41 | Maintains | Underweight | Get Alert |
| 05/04/2023 | CFLT | Buy Now | Confluent | $24.50 | 14.29% | Raimo Lenschow50% | $29 → $28 | Maintains | Overweight | Get Alert |
| 05/04/2023 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $74 → $73 | Maintains | Equal-Weight | Get Alert |
| 05/03/2023 | SPT | Buy Now | Sprout Social | $21.72 | 185.45% | Raimo Lenschow50% | $72 → $62 | Maintains | Overweight | Get Alert |
| 04/27/2023 | PEGA | Buy Now | Pegasystems | $101.01 | -63.37% | Raimo Lenschow50% | $30 → $37 | Maintains | Underweight | Get Alert |
| 04/27/2023 | NOW | Buy Now | ServiceNow | $1.03K | -46.71% | Raimo Lenschow50% | $535 → $551 | Maintains | Overweight | Get Alert |
| 04/26/2023 | MSFT | Buy Now | Microsoft | $470.38 | -28.57% | Raimo Lenschow50% | $310 → $336 | Maintains | Overweight | Get Alert |
| 04/24/2023 | SAP | Buy Now | SAP | $310.61 | -56.22% | Raimo Lenschow50% | $134 → $136 | Maintains | Overweight | Get Alert |
| 04/17/2023 | TSLA | Buy Now | Tesla | $297.68 | -22.74% | Raimo Lenschow50% | $275 → $230 | Maintains | Overweight | Get Alert |
| 04/17/2023 | TDC | Buy Now | Teradata | $22.38 | 65.33% | Raimo Lenschow50% | $35 → $37 | Maintains | Underweight | Get Alert |
| 04/17/2023 | NOW | Buy Now | ServiceNow | $1.03K | -48.26% | Raimo Lenschow50% | $495 → $535 | Maintains | Overweight | Get Alert |
| 04/17/2023 | SAP | Buy Now | SAP | $310.61 | -56.86% | Raimo Lenschow50% | $137 → $134 | Maintains | Overweight | Get Alert |
| 04/17/2023 | MSFT | Buy Now | Microsoft | $470.38 | -34.1% | Raimo Lenschow50% | $280 → $310 | Maintains | Overweight | Get Alert |
| 04/17/2023 | IAS | Buy Now | Integral Ad Science | $8.22 | 94.65% | Raimo Lenschow50% | $11 → $16 | Maintains | Equal-Weight | Get Alert |
| 04/17/2023 | CFLT | Buy Now | Confluent | $24.50 | 18.37% | Raimo Lenschow50% | $26 → $29 | Maintains | Overweight | Get Alert |
| 04/17/2023 | VC | Buy Now | Visteon | $83.52 | 55.65% | Raimo Lenschow50% | $135 → $130 | Maintains | Underweight | Get Alert |
| 03/22/2023 | OTEX | Buy Now | Open Text | $27.89 | 47.01% | Raimo Lenschow50% | → $41 | Reinstates | → Equal-Weight | Get Alert |
| 03/16/2023 | PATH | Buy Now | UiPath | $13.15 | 29.28% | Raimo Lenschow50% | $13 → $17 | Maintains | Equal-Weight | Get Alert |
| 03/09/2023 | MDB | Buy Now | MongoDB | $220.03 | 16.8% | Raimo Lenschow50% | $264 → $257 | Maintains | Overweight | Get Alert |
| 03/08/2023 | SAP | Buy Now | SAP | $310.61 | -55.89% | Raimo Lenschow50% | $136 → $137 | Maintains | Overweight | Get Alert |
| 03/02/2023 | SNOW | Buy Now | Snowflake | $210.66 | -18.83% | Raimo Lenschow50% | $180 → $171 | Maintains | Overweight | Get Alert |
| 03/02/2023 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 129.89% | Raimo Lenschow50% | $29 → $34 | Maintains | Overweight | Get Alert |
| 03/02/2023 | CRM | Buy Now | Salesforce | $274.71 | -18.1% | Raimo Lenschow50% | $195 → $225 | Maintains | Overweight | Get Alert |
| 03/01/2023 | JAMF | Buy Now | Jamf Holding | $10.67 | 134.3% | Raimo Lenschow50% | $23 → $25 | Maintains | Overweight | Get Alert |
| 02/28/2023 | WDAY | Buy Now | Workday | $252.72 | -14.53% | Raimo Lenschow50% | $220 → $216 | Maintains | Overweight | Get Alert |
| 02/22/2023 | SPT | Buy Now | Sprout Social | $21.72 | 231.49% | Raimo Lenschow50% | $63 → $72 | Maintains | Overweight | Get Alert |
| 02/15/2023 | WDAY | Buy Now | Workday | $252.72 | -12.95% | Raimo Lenschow50% | $203 → $220 | Maintains | Overweight | Get Alert |
| 02/15/2023 | CXM | Buy Now | Sprinklr | $8.73 | 48.91% | Raimo Lenschow50% | $10 → $13 | Maintains | Overweight | Get Alert |
| 02/15/2023 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $110 → $122 | Maintains | Overweight | Get Alert |
| 02/15/2023 | SNOW | Buy Now | Snowflake | $210.66 | -14.55% | Raimo Lenschow50% | $169 → $180 | Maintains | Overweight | Get Alert |
| 02/15/2023 | CRM | Buy Now | Salesforce | $274.71 | -29.02% | Raimo Lenschow50% | $180 → $195 | Maintains | Overweight | Get Alert |
| 02/15/2023 | MDB | Buy Now | MongoDB | $220.03 | 19.98% | Raimo Lenschow50% | $240 → $264 | Maintains | Overweight | Get Alert |
| 02/15/2023 | ESTC | Buy Now | Elastic | $86.39 | -18.97% | Raimo Lenschow50% | $62 → $70 | Maintains | Overweight | Get Alert |
| 02/15/2023 | BASE | Buy Now | Couchbase | $19.22 | -1.14% | Raimo Lenschow50% | $16 → $19 | Maintains | Overweight | Get Alert |
| 02/14/2023 | TDC | Buy Now | Teradata | $22.38 | 56.39% | Raimo Lenschow50% | $33 → $35 | Maintains | Underweight | Get Alert |
| 02/09/2023 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $64 → $74 | Maintains | Equal-Weight | Get Alert |
| 02/08/2023 | PAYC | Buy Now | Paycom Software | $265.71 | 26.45% | Raimo Lenschow50% | $324 → $336 | Maintains | Equal-Weight | Get Alert |
| 02/07/2023 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 230.74% | Raimo Lenschow50% | $36 → $34 | Maintains | Overweight | Get Alert |
| 02/02/2023 | DT | Buy Now | Dynatrace | $55.00 | -25.45% | Raimo Lenschow50% | $39 → $41 | Maintains | Equal-Weight | Get Alert |
| 01/31/2023 | CFLT | Buy Now | Confluent | $24.50 | 6.12% | Raimo Lenschow50% | $24 → $26 | Maintains | Overweight | Get Alert |
| 01/30/2023 | V | Buy Now | Visa | $370.30 | -27.09% | Raimo Lenschow50% | $266 → $270 | Maintains | Overweight | Get Alert |
| 01/30/2023 | RELY | Buy Now | Remitly Global | $21.54 | -30.36% | Raimo Lenschow50% | $12 → $15 | Maintains | Overweight | Get Alert |
| 01/30/2023 | MA | Buy Now | Mastercard | $591.12 | -26.07% | Raimo Lenschow50% | $427 → $437 | Maintains | Overweight | Get Alert |
| 01/27/2023 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow50% | $11 → $15 | Maintains | Equal-Weight | Get Alert |
| 01/26/2023 | NOW | Buy Now | ServiceNow | $1.03K | -52.13% | Raimo Lenschow50% | $496 → $495 | Maintains | Overweight | Get Alert |
| 01/23/2023 | AMAT | Buy Now | Applied Mat | $166.93 | -46.09% | Raimo Lenschow50% | $80 → $90 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 01/10/2023 | DDOG | Buy Now | Datadog | $122.00 | -31.97% | Raimo Lenschow50% | $98 → $83 | Maintains | Overweight | Get Alert |
| 01/10/2023 | BASE | Buy Now | Couchbase | $19.22 | -16.75% | Raimo Lenschow50% | $18 → $16 | Maintains | Overweight | Get Alert |
| 01/10/2023 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $66 → $64 | Maintains | Equal-Weight | Get Alert |
| 01/10/2023 | BIGC | Buy Now | BigCommerce Holdings | $5.26 | 90.11% | Raimo Lenschow50% | $16 → $10 | Maintains | Equal-Weight | Get Alert |
| 01/10/2023 | APPN | Buy Now | Appian | $32.18 | -22.31% | Raimo Lenschow50% | $30 → $25 | Maintains | Underweight | Get Alert |
| 01/10/2023 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 12.28% | Raimo Lenschow50% | $37 → $32 | Maintains | Overweight | Get Alert |
| 01/10/2023 | ESTC | Buy Now | Elastic | $86.39 | -28.23% | Raimo Lenschow50% | $77 → $62 | Maintains | Overweight | Get Alert |
| 01/10/2023 | JAMF | Buy Now | Jamf Holding | $10.67 | 115.56% | Raimo Lenschow50% | $26 → $23 | Maintains | Overweight | Get Alert |
| 01/10/2023 | PAYC | Buy Now | Paycom Software | $265.71 | 21.94% | Raimo Lenschow50% | $347 → $324 | Maintains | Equal-Weight | Get Alert |
| 01/10/2023 | SNOW | Buy Now | Snowflake | $210.66 | -19.78% | Raimo Lenschow50% | $180 → $169 | Maintains | Overweight | Get Alert |
| 01/10/2023 | CXM | Buy Now | Sprinklr | $8.73 | 14.55% | Raimo Lenschow50% | $11 → $10 | Maintains | Overweight | Get Alert |
| 01/10/2023 | PATH | Buy Now | UiPath | $13.15 | -1.14% | Raimo Lenschow50% | $15 → $13 | Maintains | Equal-Weight | Get Alert |
| 01/10/2023 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 250.19% | Raimo Lenschow50% | $46 → $36 | Maintains | Overweight | Get Alert |
| 01/10/2023 | MSFT | Buy Now | Microsoft | $470.38 | -40.47% | Raimo Lenschow50% | $296 → $280 | Maintains | Overweight | Get Alert |
| 01/10/2023 | DT | Buy Now | Dynatrace | $55.00 | -29.09% | Raimo Lenschow50% | → $39 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/10/2023 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 96.08% | Raimo Lenschow50% | → $29 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/10/2023 | CFLT | Buy Now | Confluent | $24.50 | -2.04% | Raimo Lenschow50% | → $24 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 12/13/2022 | ORCL | Buy Now | Oracle | $174.04 | -53.46% | Raimo Lenschow50% | → $81 | Maintains | Equal-Weight | Get Alert |
| 12/08/2022 | DSGX | Buy Now | Descartes Systems Gr | $102.25 | -43.28% | Raimo Lenschow50% | $60 → $58 | Maintains | Underweight | Get Alert |
| 12/07/2022 | MDB | Buy Now | MongoDB | $220.03 | 9.08% | Raimo Lenschow50% | $233 → $240 | Maintains | Overweight | Get Alert |
| 12/07/2022 | BASE | Buy Now | Couchbase | $19.22 | -6.35% | Raimo Lenschow50% | $17 → $18 | Maintains | Overweight | Get Alert |
| 12/05/2022 | ORCL | Buy Now | Oracle | $174.04 | -53.46% | Raimo Lenschow50% | $70 → $81 | Maintains | Equal-Weight | Get Alert |
| 12/01/2022 | CRM | Buy Now | Salesforce | $274.71 | -34.48% | Raimo Lenschow50% | $193 → $180 | Maintains | Overweight | Get Alert |
| 12/01/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $100 → $110 | Maintains | Overweight | Get Alert |
| 11/30/2022 | INTU | Buy Now | Intuit | $771.58 | -39.73% | Raimo Lenschow50% | $490 → $465 | Maintains | Overweight | Get Alert |
| 11/30/2022 | WDAY | Buy Now | Workday | $252.72 | -19.67% | Raimo Lenschow50% | $198 → $203 | Maintains | Overweight | Get Alert |
| 11/21/2022 | SAP | Buy Now | SAP | $310.61 | -56.22% | Raimo Lenschow50% | $106 → $136 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 11/18/2022 | BASE | Buy Now | Couchbase | $19.22 | -11.55% | Raimo Lenschow50% | $20 → $17 | Maintains | Overweight | Get Alert |
| 11/18/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $59 → $53 | Maintains | Equal-Weight | Get Alert |
| 11/18/2022 | ESTC | Buy Now | Elastic | $86.39 | -7.4% | Raimo Lenschow50% | $85 → $80 | Maintains | Overweight | Get Alert |
| 11/18/2022 | INTU | Buy Now | Intuit | $771.58 | -36.49% | Raimo Lenschow50% | $502 → $490 | Maintains | Overweight | Get Alert |
| 11/18/2022 | MDB | Buy Now | MongoDB | $220.03 | 5.9% | Raimo Lenschow50% | $300 → $233 | Maintains | Overweight | Get Alert |
| 11/18/2022 | CRM | Buy Now | Salesforce | $274.71 | -29.74% | Raimo Lenschow50% | $202 → $193 | Maintains | Overweight | Get Alert |
| 11/18/2022 | SNOW | Buy Now | Snowflake | $210.66 | -5.06% | Raimo Lenschow50% | $207 → $200 | Maintains | Overweight | Get Alert |
| 11/18/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $105 → $100 | Maintains | Overweight | Get Alert |
| 11/18/2022 | CXM | Buy Now | Sprinklr | $8.73 | 26% | Raimo Lenschow50% | $12 → $11 | Maintains | Overweight | Get Alert |
| 11/18/2022 | WDAY | Buy Now | Workday | $252.72 | -21.65% | Raimo Lenschow50% | $208 → $198 | Maintains | Overweight | Get Alert |
| 11/18/2022 | IAS | Buy Now | Integral Ad Science | $8.22 | 21.65% | Raimo Lenschow50% | $8 → $10 | Maintains | Equal-Weight | Get Alert |
| 11/17/2022 | SMWB | Buy Now | Similarweb | $8.08 | -0.99% | Raimo Lenschow50% | $14 → $8 | Maintains | Overweight | Get Alert |
| 11/08/2022 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 29.82% | Raimo Lenschow50% | $45 → $37 | Maintains | Overweight | Get Alert |
| 11/04/2022 | SPT | Buy Now | Sprout Social | $21.72 | 190.06% | Raimo Lenschow50% | $70 → $63 | Maintains | Overweight | Get Alert |
| 11/04/2022 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 76.98% | Raimo Lenschow50% | $27 → $20 | Maintains | Overweight | Get Alert |
| 11/03/2022 | CFLT | Buy Now | Confluent | $24.50 | 10.2% | Raimo Lenschow50% | $30 → $27 | Maintains | Equal-Weight | Get Alert |
| 11/02/2022 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 347.47% | Raimo Lenschow50% | $54 → $46 | Maintains | Overweight | Get Alert |
| 10/31/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $54 → $64 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 10/26/2022 | MSFT | Buy Now | Microsoft | $470.38 | -37.07% | Raimo Lenschow50% | $310 → $296 | Maintains | Overweight | Get Alert |
| 10/18/2022 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 425.29% | Raimo Lenschow50% | $50 → $54 | Maintains | Overweight | Get Alert |
| 10/18/2022 | TDC | Buy Now | Teradata | $22.38 | 47.45% | Raimo Lenschow50% | $36 → $33 | Maintains | Underweight | Get Alert |
| 10/18/2022 | CXM | Buy Now | Sprinklr | $8.73 | 37.46% | Raimo Lenschow50% | $15 → $12 | Maintains | Overweight | Get Alert |
| 10/18/2022 | SPT | Buy Now | Sprout Social | $21.72 | 222.28% | Raimo Lenschow50% | $66 → $70 | Maintains | Overweight | Get Alert |
| 10/18/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $140 → $105 | Maintains | Overweight | Get Alert |
| 10/18/2022 | NOW | Buy Now | ServiceNow | $1.03K | -51.55% | Raimo Lenschow50% | $495 → $501 | Maintains | Overweight | Get Alert |
| 10/18/2022 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow50% | $16 → $11 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | PAYC | Buy Now | Paycom Software | $265.71 | 29.09% | Raimo Lenschow50% | $339 → $343 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | ORCL | Buy Now | Oracle | $174.04 | -59.78% | Raimo Lenschow50% | $82 → $70 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | MDB | Buy Now | MongoDB | $220.03 | 36.35% | Raimo Lenschow50% | $360 → $300 | Maintains | Overweight | Get Alert |
| 10/18/2022 | INTU | Buy Now | Intuit | $771.58 | -34.94% | Raimo Lenschow50% | $585 → $502 | Maintains | Overweight | Get Alert |
| 10/18/2022 | IAS | Buy Now | Integral Ad Science | $8.22 | -2.68% | Raimo Lenschow50% | $10 → $8 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | ESTC | Buy Now | Elastic | $86.39 | -1.61% | Raimo Lenschow50% | $105 → $85 | Maintains | Overweight | Get Alert |
| 10/18/2022 | DT | Buy Now | Dynatrace | $55.00 | -18.18% | Raimo Lenschow50% | $50 → $45 | Maintains | Overweight | Get Alert |
| 10/18/2022 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 75.79% | Raimo Lenschow50% | $27 → $26 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 57.89% | Raimo Lenschow50% | $55 → $45 | Maintains | Overweight | Get Alert |
| 10/18/2022 | DDOG | Buy Now | Datadog | $122.00 | -9.84% | Raimo Lenschow50% | $130 → $110 | Maintains | Overweight | Get Alert |
| 10/18/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $71 → $59 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | BASE | Buy Now | Couchbase | $19.22 | 4.06% | Raimo Lenschow50% | $22 → $20 | Maintains | Overweight | Get Alert |
| 10/18/2022 | CFLT | Buy Now | Confluent | $24.50 | 22.45% | Raimo Lenschow50% | $32 → $30 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $52 → $54 | Maintains | Underweight | Get Alert |
| 10/18/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.26 | 242.21% | Raimo Lenschow50% | $20 → $18 | Maintains | Equal-Weight | Get Alert |
| 10/18/2022 | APPN | Buy Now | Appian | $32.18 | -0.56% | Raimo Lenschow50% | $37 → $32 | Maintains | Underweight | Get Alert |
| 10/18/2022 | DSGX | Buy Now | Descartes Systems Gr | $102.25 | -41.32% | Raimo Lenschow50% | $72 → $60 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 10/18/2022 | MSFT | Buy Now | Microsoft | $470.38 | -34.1% | Raimo Lenschow50% | $335 → $310 | Maintains | Overweight | Get Alert |
| 10/18/2022 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow50% | $15 → $9 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 10/18/2022 | JAMF | Buy Now | Jamf Holding | $10.67 | 162.42% | Raimo Lenschow50% | $26 → $28 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 10/18/2022 | PEGA | Buy Now | Pegasystems | $101.01 | -75.25% | Raimo Lenschow50% | $50 → $25 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 10/18/2022 | PATH | Buy Now | UiPath | $13.15 | 14.07% | Raimo Lenschow50% | $17 → $15 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 09/28/2022 | PATH | Buy Now | UiPath | $13.15 | 29.28% | Raimo Lenschow50% | $18 → $17 | Maintains | Overweight | Get Alert |
| 09/08/2022 | BASE | Buy Now | Couchbase | $19.22 | 14.46% | Raimo Lenschow50% | $23 → $22 | Maintains | Overweight | Get Alert |
| 09/07/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $85 → $71 | Maintains | Equal-Weight | Get Alert |
| 09/01/2022 | MDB | Buy Now | MongoDB | $220.03 | 63.62% | Raimo Lenschow50% | $438 → $360 | Maintains | Overweight | Get Alert |
| 08/25/2022 | SNOW | Buy Now | Snowflake | $210.66 | -1.74% | Raimo Lenschow50% | $210 → $207 | Maintains | Overweight | Get Alert |
| 08/25/2022 | CRM | Buy Now | Salesforce | $274.71 | -26.47% | Raimo Lenschow50% | $218 → $202 | Maintains | Overweight | Get Alert |
| 08/24/2022 | INTU | Buy Now | Intuit | $771.58 | -24.18% | Raimo Lenschow50% | $580 → $585 | Maintains | Overweight | Get Alert |
| 08/16/2022 | MDB | Buy Now | MongoDB | $220.03 | 99.07% | Raimo Lenschow50% | $338 → $438 | Maintains | Overweight | Get Alert |
| 08/16/2022 | SKIL | Buy Now | Skillsoft | $19.69 | -64.45% | Raimo Lenschow50% | $8 → $7 | Maintains | Overweight | Get Alert |
| 08/16/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $125 → $140 | Maintains | Overweight | Get Alert |
| 08/16/2022 | INTU | Buy Now | Intuit | $771.58 | -24.83% | Raimo Lenschow50% | $480 → $580 | Maintains | Overweight | Get Alert |
| 08/16/2022 | ESTC | Buy Now | Elastic | $86.39 | 21.54% | Raimo Lenschow50% | $90 → $105 | Maintains | Overweight | Get Alert |
| 08/16/2022 | DSGX | Buy Now | Descartes Systems Gr | $102.25 | -29.58% | Raimo Lenschow50% | $62 → $72 | Maintains | Overweight | Get Alert |
| 08/16/2022 | BASE | Buy Now | Couchbase | $19.22 | 19.67% | Raimo Lenschow50% | $19 → $23 | Maintains | Overweight | Get Alert |
| 08/16/2022 | SNOW | Buy Now | Snowflake | $210.66 | -0.31% | Raimo Lenschow50% | $158 → $210 | Maintains | Overweight | Get Alert |
| 08/08/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.26 | 280.23% | Raimo Lenschow50% | $21 → $20 | Maintains | Equal-Weight | Get Alert |
| 08/05/2022 | DDOG | Buy Now | Datadog | $122.00 | 6.56% | Raimo Lenschow50% | $150 → $130 | Maintains | Overweight | Get Alert |
| 08/04/2022 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 82.56% | Raimo Lenschow50% | $21 → $27 | Maintains | Equal-Weight | Get Alert |
| 08/04/2022 | CFLT | Buy Now | Confluent | $24.50 | 30.61% | Raimo Lenschow50% | $28 → $32 | Maintains | Equal-Weight | Get Alert |
| 07/28/2022 | NOW | Buy Now | ServiceNow | $1.03K | -52.13% | Raimo Lenschow50% | $560 → $495 | Maintains | Overweight | Get Alert |
| 07/26/2022 | FRSH | Buy Now | Freshworks | $15.55 | -3.54% | Raimo Lenschow50% | $18 → $15 | Maintains | Equal-Weight | Get Alert |
| 07/22/2022 | SAP | Buy Now | SAP | $310.61 | -65.87% | Raimo Lenschow50% | $108 → $106 | Maintains | Equal-Weight | Get Alert |
| 07/20/2022 | ESTC | Buy Now | Elastic | $86.39 | 4.18% | Raimo Lenschow50% | $80 → $90 | Maintains | Overweight | Get Alert |
| 07/18/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $59 → $52 | Maintains | Underweight | Get Alert |
| 07/18/2022 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 386.38% | Raimo Lenschow50% | $64 → $50 | Maintains | Overweight | Get Alert |
| 07/18/2022 | TDC | Buy Now | Teradata | $22.38 | 60.86% | Raimo Lenschow50% | $42 → $36 | Maintains | Underweight | Get Alert |
| 07/18/2022 | NOW | Buy Now | ServiceNow | $1.03K | -45.84% | Raimo Lenschow50% | $613 → $560 | Maintains | Overweight | Get Alert |
| 07/18/2022 | PEGA | Buy Now | Pegasystems | $101.01 | -50.5% | Raimo Lenschow50% | $80 → $50 | Maintains | Equal-Weight | Get Alert |
| 07/18/2022 | PAYC | Buy Now | Paycom Software | $265.71 | 15.92% | Raimo Lenschow50% | $334 → $308 | Maintains | Equal-Weight | Get Alert |
| 07/18/2022 | CFLT | Buy Now | Confluent | $24.50 | 14.29% | Raimo Lenschow50% | $30 → $28 | Maintains | Equal-Weight | Get Alert |
| 07/18/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.26 | 299.24% | Raimo Lenschow50% | $22 → $21 | Maintains | Equal-Weight | Get Alert |
| 07/18/2022 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow50% | $30 → $16 | Maintains | Equal-Weight | Get Alert |
| 07/06/2022 | SAP | Buy Now | SAP | $310.61 | -65.23% | Raimo Lenschow50% | $142 → $108 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 06/15/2022 | CXM | Buy Now | Sprinklr | $8.73 | 71.82% | Raimo Lenschow50% | $14 → $15 | Maintains | Overweight | Get Alert |
| 06/10/2022 | MSFT | Buy Now | Microsoft | $470.38 | -28.78% | Raimo Lenschow50% | $363 → $335 | Maintains | Overweight | Get Alert |
| 06/08/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $90 → $85 | Maintains | Equal-Weight | Get Alert |
| 06/07/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $90 → $85 | Maintains | Equal-Weight | Get Alert |
| 06/03/2022 | DSGX | Buy Now | Descartes Systems Gr | $102.25 | -39.36% | Raimo Lenschow50% | $61 → $62 | Maintains | Equal-Weight | Get Alert |
| 06/02/2022 | MDB | Buy Now | MongoDB | $220.03 | 53.62% | Raimo Lenschow50% | $330 → $338 | Maintains | Overweight | Get Alert |
| 06/01/2022 | CRM | Buy Now | Salesforce | $274.71 | -20.64% | Raimo Lenschow50% | $208 → $218 | Maintains | Overweight | Get Alert |
| 05/27/2022 | WDAY | Buy Now | Workday | $252.72 | -17.7% | Raimo Lenschow50% | $238 → $208 | Maintains | Overweight | Get Alert |
| 05/26/2022 | SNOW | Buy Now | Snowflake | $210.66 | -25% | Raimo Lenschow50% | $218 → $158 | Maintains | Overweight | Get Alert |
| 05/25/2022 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow50% | $23 → $15 | Maintains | Overweight | Get Alert |
| 05/20/2022 | WDAY | Buy Now | Workday | $252.72 | -5.82% | Raimo Lenschow50% | $319 → $238 | Maintains | Overweight | Get Alert |
| 05/20/2022 | PATH | Buy Now | UiPath | $13.15 | 90.11% | Raimo Lenschow50% | $36 → $25 | Maintains | Overweight | Get Alert |
| 05/20/2022 | CXM | Buy Now | Sprinklr | $8.73 | 60.37% | Raimo Lenschow50% | $19 → $14 | Maintains | Overweight | Get Alert |
| 05/20/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $157 → $135 | Maintains | Overweight | Get Alert |
| 05/20/2022 | SNOW | Buy Now | Snowflake | $210.66 | 3.48% | Raimo Lenschow50% | $313 → $218 | Maintains | Overweight | Get Alert |
| 05/20/2022 | CRM | Buy Now | Salesforce | $274.71 | -24.28% | Raimo Lenschow50% | $275 → $208 | Maintains | Overweight | Get Alert |
| 05/20/2022 | MDB | Buy Now | MongoDB | $220.03 | 49.98% | Raimo Lenschow50% | $410 → $330 | Maintains | Overweight | Get Alert |
| 05/20/2022 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 174.32% | Raimo Lenschow50% | $42 → $31 | Maintains | Overweight | Get Alert |
| 05/20/2022 | INTU | Buy Now | Intuit | $771.58 | -37.79% | Raimo Lenschow50% | $585 → $480 | Maintains | Overweight | Get Alert |
| 05/20/2022 | ESTC | Buy Now | Elastic | $86.39 | -7.4% | Raimo Lenschow50% | $135 → $80 | Maintains | Overweight | Get Alert |
| 05/20/2022 | DSGX | Buy Now | Descartes Systems Gr | $102.25 | -40.34% | Raimo Lenschow50% | $78 → $61 | Maintains | Equal-Weight | Get Alert |
| 05/19/2022 | DT | Buy Now | Dynatrace | $55.00 | -18.18% | Raimo Lenschow50% | $55 → $45 | Maintains | Overweight | Get Alert |
| 05/12/2022 | IAS | Buy Now | Integral Ad Science | $8.22 | 45.99% | Raimo Lenschow50% | $17 → $12 | Maintains | Equal-Weight | Get Alert |
| 05/11/2022 | JAMF | Buy Now | Jamf Holding | $10.67 | 143.67% | Raimo Lenschow50% | $37 → $26 | Maintains | Equal-Weight | Get Alert |
| 05/05/2022 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 92.98% | Raimo Lenschow50% | $70 → $55 | Maintains | Overweight | Get Alert |
| 05/04/2022 | SPT | Buy Now | Sprout Social | $21.72 | 263.72% | Raimo Lenschow50% | $91 → $79 | Maintains | Overweight | Get Alert |
| 05/03/2022 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 522.57% | Raimo Lenschow50% | $68 → $64 | Maintains | Overweight | Get Alert |
| 05/03/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.26 | 318.25% | Raimo Lenschow50% | $26 → $22 | Maintains | Equal-Weight | Get Alert |
| 04/28/2022 | NOW | Buy Now | ServiceNow | $1.03K | -40.72% | Raimo Lenschow50% | $652 → $613 | Maintains | Overweight | Get Alert |
| 04/22/2022 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow50% | $32 → $30 | Maintains | Equal-Weight | Get Alert |
| 04/19/2022 | PEGA | Buy Now | Pegasystems | $101.01 | -20.8% | Raimo Lenschow50% | $110 → $80 | Maintains | Equal-Weight | Get Alert |
| 04/19/2022 | PAYC | Buy Now | Paycom Software | $265.71 | 23.44% | Raimo Lenschow50% | $380 → $328 | Maintains | Equal-Weight | Get Alert |
| 04/19/2022 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 271.66% | Raimo Lenschow50% | $50 → $42 | Maintains | Overweight | Get Alert |
| 04/19/2022 | IAS | Buy Now | Integral Ad Science | $8.22 | 106.81% | Raimo Lenschow50% | $20 → $17 | Maintains | Equal-Weight | Get Alert |
| 04/19/2022 | DDOG | Buy Now | Datadog | $122.00 | 55.74% | Raimo Lenschow50% | $210 → $190 | Maintains | Overweight | Get Alert |
| 04/19/2022 | CFLT | Buy Now | Confluent | $24.50 | 79.59% | Raimo Lenschow50% | $71 → $44 | Maintains | Equal-Weight | Get Alert |
| 04/19/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $83 → $60 | Maintains | Underweight | Get Alert |
| 04/19/2022 | APPN | Buy Now | Appian | $32.18 | 30.52% | Raimo Lenschow50% | $47 → $42 | Maintains | Underweight | Get Alert |
| 04/01/2022 | BRZE | Buy Now | Braze | $29.96 | 150.33% | Raimo Lenschow50% | $95 → $75 | Maintains | Overweight | Get Alert |
| 03/10/2022 | BASE | Buy Now | Couchbase | $19.22 | 35.28% | Raimo Lenschow50% | $30 → $26 | Maintains | Overweight | Get Alert |
| 03/09/2022 | MDB | Buy Now | MongoDB | $220.03 | 86.34% | Raimo Lenschow50% | $556 → $410 | Maintains | Overweight | Get Alert |
| 03/09/2022 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 89.32% | Raimo Lenschow50% | $31 → $28 | Maintains | Equal-Weight | Get Alert |
| 03/03/2022 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $160 → $157 | Maintains | Overweight | Get Alert |
| 03/03/2022 | DSGX | Buy Now | Descartes Systems Gr | $102.25 | -23.72% | Raimo Lenschow50% | $80 → $78 | Maintains | Equal-Weight | Get Alert |
| 03/03/2022 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow50% | $58 → $59 | Maintains | Overweight | Get Alert |
| 03/03/2022 | SNOW | Buy Now | Snowflake | $210.66 | 48.58% | Raimo Lenschow50% | $367 → $313 | Maintains | Overweight | Get Alert |
| 03/01/2022 | WDAY | Buy Now | Workday | $252.72 | 26.23% | Raimo Lenschow50% | $318 → $319 | Maintains | Overweight | Get Alert |
| 02/25/2022 | INTU | Buy Now | Intuit | $771.58 | -24.18% | Raimo Lenschow50% | → $585 | Maintains | Overweight | Get Alert |
| 02/23/2022 | SPT | Buy Now | Sprout Social | $21.72 | 236.1% | Raimo Lenschow50% | $92 → $73 | Maintains | Overweight | Get Alert |
| 02/23/2022 | SMWB | Buy Now | Similarweb | $8.08 | 172.28% | Raimo Lenschow50% | → $22 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 02/22/2022 | INTU | Buy Now | Intuit | $771.58 | -19% | Raimo Lenschow50% | $715 → $625 | Maintains | Overweight | Get Alert |
| 02/10/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $92 → $83 | Maintains | Underweight | Get Alert |
| 02/04/2022 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 342.45% | Raimo Lenschow50% | $57 → $50 | Maintains | Overweight | Get Alert |
| 01/27/2022 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow50% | $34 → $32 | Maintains | Equal-Weight | Get Alert |
| 01/27/2022 | NOW | Buy Now | ServiceNow | $1.03K | -36.94% | Raimo Lenschow50% | $680 → $652 | Maintains | Overweight | Get Alert |
| 01/12/2022 | JAMF | Buy Now | Jamf Holding | $10.67 | 246.77% | Raimo Lenschow50% | $46 → $37 | Maintains | Equal-Weight | Get Alert |
| 01/12/2022 | WDAY | Buy Now | Workday | $252.72 | 25.83% | Raimo Lenschow50% | $345 → $318 | Maintains | Overweight | Get Alert |
| 01/12/2022 | INTU | Buy Now | Intuit | $771.58 | -7.33% | Raimo Lenschow50% | $802 → $715 | Maintains | Overweight | Get Alert |
| 01/12/2022 | DDOG | Buy Now | Datadog | $122.00 | 55.74% | Raimo Lenschow50% | $225 → $190 | Maintains | Overweight | Get Alert |
| 01/12/2022 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $186 → $158 | Maintains | Equal-Weight | Get Alert |
| 01/12/2022 | BASE | Buy Now | Couchbase | $19.22 | 56.09% | Raimo Lenschow50% | $41 → $30 | Maintains | Overweight | Get Alert |
| 01/12/2022 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow50% | $88 → $80 | Maintains | Underweight | Get Alert |
| 01/12/2022 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $115 → $92 | Maintains | Underweight | Get Alert |
| 01/12/2022 | BIGC | Buy Now | BigCommerce Holdings | $5.26 | 584.41% | Raimo Lenschow50% | $67 → $36 | Maintains | Equal-Weight | Get Alert |
| 01/12/2022 | APPN | Buy Now | Appian | $32.18 | 46.05% | Raimo Lenschow50% | $90 → $47 | Maintains | Underweight | Get Alert |
| 01/12/2022 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow50% | $68 → $58 | Maintains | Overweight | Get Alert |
| 01/12/2022 | SNOW | Buy Now | Snowflake | $210.66 | — | Raimo Lenschow50% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 12/14/2021 | BRZE | Buy Now | Braze | $29.96 | 217.09% | Raimo Lenschow50% | → $95 | Initiates | → Overweight | Get Alert |
| 12/10/2021 | CXM | Buy Now | Sprinklr | $8.73 | 163.46% | Raimo Lenschow50% | $27 → $23 | Maintains | Overweight | Get Alert |
| 12/10/2021 | ORCL | Buy Now | Oracle | $174.04 | -47.71% | Raimo Lenschow50% | $87 → $91 | Maintains | Equal-Weight | Get Alert |
| 12/09/2021 | PATH | Buy Now | UiPath | $13.15 | 363.88% | Raimo Lenschow50% | $71 → $61 | Maintains | Overweight | Get Alert |
| 12/08/2021 | BASE | Buy Now | Couchbase | $19.22 | 113.32% | Raimo Lenschow50% | $52 → $41 | Maintains | Overweight | Get Alert |
| 12/07/2021 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $280 → $186 | Maintains | Equal-Weight | Get Alert |
| 12/02/2021 | SNOW | Buy Now | Snowflake | $210.66 | 86.56% | Raimo Lenschow50% | $360 → $393 | Maintains | Equal-Weight | Get Alert |
| 12/02/2021 | DSGX | Buy Now | Descartes Systems Gr | $102.25 | -11.98% | Raimo Lenschow50% | $89 → $90 | Maintains | Equal-Weight | Get Alert |
| 11/24/2021 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow50% | $84 → $68 | Maintains | Overweight | Get Alert |
| 11/24/2021 | VMW | Buy Now | VMware | — | — | Raimo Lenschow50% | $163 → $140 | Maintains | Overweight | Get Alert |
| 11/19/2021 | WDAY | Buy Now | Workday | $252.72 | 36.51% | Raimo Lenschow50% | $340 → $345 | Maintains | Overweight | Get Alert |
| 11/19/2021 | INTU | Buy Now | Intuit | $771.58 | 3.94% | Raimo Lenschow50% | $710 → $802 | Maintains | Overweight | Get Alert |
| 11/11/2021 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow50% | $42 → $36 | Maintains | Overweight | Get Alert |
| 11/08/2021 | DDOG | Buy Now | Datadog | $122.00 | 84.43% | Raimo Lenschow50% | $180 → $225 | Maintains | Overweight | Get Alert |
| 11/08/2021 | BIGC | Buy Now | BigCommerce Holdings | $5.26 | 1173.76% | Raimo Lenschow50% | $66 → $67 | Maintains | Equal-Weight | Get Alert |
| 11/05/2021 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 988.44% | Raimo Lenschow50% | $137 → $123 | Maintains | Overweight | Get Alert |
| 11/05/2021 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 321.05% | Raimo Lenschow50% | $95 → $120 | Maintains | Overweight | Get Alert |
| 11/05/2021 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow50% | $95 → $88 | Maintains | Underweight | Get Alert |
| 11/04/2021 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $106 → $115 | Maintains | Underweight | Get Alert |
| 11/03/2021 | FRSH | Buy Now | Freshworks | $15.55 | 189.39% | Raimo Lenschow50% | $44 → $45 | Maintains | Equal-Weight | Get Alert |
| 11/02/2021 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 736.58% | Raimo Lenschow50% | $83 → $86 | Maintains | Overweight | Get Alert |
| 10/28/2021 | NOW | Buy Now | ServiceNow | $1.03K | -23.5% | Raimo Lenschow50% | $784 → $791 | Maintains | Overweight | Get Alert |
| 10/28/2021 | PEGA | Buy Now | Pegasystems | $101.01 | 38.6% | Raimo Lenschow50% | $145 → $140 | Maintains | Equal-Weight | Get Alert |
| 10/27/2021 | MSFT | Buy Now | Microsoft | $470.38 | -22.83% | Raimo Lenschow50% | $345 → $363 | Maintains | Overweight | Get Alert |
| 10/21/2021 | FIVN | Buy Now | Five9 | $29.53 | 627.96% | Raimo Lenschow50% | $206 → $215 | Maintains | Overweight | Get Alert |
| 10/18/2021 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 150.17% | Raimo Lenschow50% | $42 → $37 | Maintains | Equal-Weight | Get Alert |
| 10/18/2021 | CFLT | Buy Now | Confluent | $24.50 | 177.55% | Raimo Lenschow50% | $62 → $68 | Maintains | Equal-Weight | Get Alert |
| 10/18/2021 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $105 → $106 | Maintains | Underweight | Get Alert |
| 10/18/2021 | FRSH | Buy Now | Freshworks | $15.55 | 182.96% | Raimo Lenschow50% | → $44 | Initiates | → Equal-Weight | Get Alert |
| 10/01/2021 | FIVN | Buy Now | Five9 | $29.53 | 597.48% | Raimo Lenschow50% | → $206 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/17/2021 | JAMF | Buy Now | Jamf Holding | $10.67 | 321.74% | Raimo Lenschow50% | $38 → $45 | Maintains | Equal-Weight | Get Alert |
| 09/17/2021 | INTU | Buy Now | Intuit | $771.58 | -9.93% | Raimo Lenschow50% | $670 → $695 | Maintains | Overweight | Get Alert |
| 09/17/2021 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 1227.36% | Raimo Lenschow50% | $118 → $150 | Maintains | Overweight | Get Alert |
| 09/17/2021 | WDAY | Buy Now | Workday | $252.72 | 34.54% | Raimo Lenschow50% | $309 → $340 | Maintains | Overweight | Get Alert |
| 09/17/2021 | SPT | Buy Now | Sprout Social | $21.72 | 627.44% | Raimo Lenschow50% | $112 → $158 | Maintains | Overweight | Get Alert |
| 09/17/2021 | NOW | Buy Now | ServiceNow | $1.03K | -24.18% | Raimo Lenschow50% | $667 → $784 | Maintains | Overweight | Get Alert |
| 09/17/2021 | CRM | Buy Now | Salesforce | $274.71 | 20.13% | Raimo Lenschow50% | $320 → $330 | Maintains | Overweight | Get Alert |
| 09/17/2021 | MDB | Buy Now | MongoDB | $220.03 | 168.15% | Raimo Lenschow50% | $505 → $590 | Maintains | Overweight | Get Alert |
| 09/17/2021 | MSFT | Buy Now | Microsoft | $470.38 | -26.66% | Raimo Lenschow50% | $330 → $345 | Maintains | Overweight | Get Alert |
| 09/17/2021 | LPSN | Buy Now | LivePerson | $0.80 | 9901.25% | Raimo Lenschow50% | $76 → $80 | Maintains | Overweight | Get Alert |
| 09/17/2021 | DT | Buy Now | Dynatrace | $55.00 | 54.55% | Raimo Lenschow50% | $75 → $85 | Maintains | Overweight | Get Alert |
| 09/17/2021 | DDOG | Buy Now | Datadog | $122.00 | 47.54% | Raimo Lenschow50% | $156 → $180 | Maintains | Overweight | Get Alert |
| 09/17/2021 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 233.33% | Raimo Lenschow50% | $66 → $95 | Maintains | Overweight | Get Alert |
| 09/17/2021 | ESTC | Buy Now | Elastic | $86.39 | 131.51% | Raimo Lenschow50% | $185 → $200 | Maintains | Overweight | Get Alert |
| 09/17/2021 | APPN | Buy Now | Appian | $32.18 | 179.68% | Raimo Lenschow50% | $77 → $90 | Maintains | Underweight | Get Alert |
| 09/17/2021 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow50% | $82 → $84 | Maintains | Overweight | Get Alert |
| 09/17/2021 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 707.39% | Raimo Lenschow50% | $66 → $83 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/17/2021 | PATH | Buy Now | UiPath | $13.15 | — | Raimo Lenschow50% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/09/2021 | DSGX | Buy Now | Descartes Systems Gr | $102.25 | -18.83% | Raimo Lenschow50% | $71 → $83 | Maintains | Equal-Weight | Get Alert |
| 09/09/2021 | BASE | Buy Now | Couchbase | $19.22 | 180.96% | Raimo Lenschow50% | $42 → $54 | Maintains | Overweight | Get Alert |
| 09/08/2021 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $250 → $275 | Maintains | Equal-Weight | Get Alert |
| 09/08/2021 | PATH | Buy Now | UiPath | $13.15 | 432.32% | Raimo Lenschow50% | $73 → $70 | Maintains | Equal-Weight | Get Alert |
| 09/03/2021 | MDB | Buy Now | MongoDB | $220.03 | 129.52% | Raimo Lenschow50% | $420 → $505 | Maintains | Overweight | Get Alert |
| 09/02/2021 | ORCL | Buy Now | Oracle | $174.04 | -51.16% | Raimo Lenschow50% | $83 → $85 | Maintains | Equal-Weight | Get Alert |
| 09/01/2021 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow50% | $70 → $82 | Maintains | Overweight | Get Alert |
| 08/27/2021 | WDAY | Buy Now | Workday | $252.72 | 22.27% | Raimo Lenschow50% | $282 → $309 | Maintains | Equal-Weight | Get Alert |
| 08/26/2021 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $170 → $184 | Maintains | Overweight | Get Alert |
| 08/26/2021 | SNOW | Buy Now | Snowflake | $210.66 | 40.04% | Raimo Lenschow50% | $270 → $295 | Maintains | Equal-Weight | Get Alert |
| 08/26/2021 | CRM | Buy Now | Salesforce | $274.71 | 16.49% | Raimo Lenschow50% | $291 → $320 | Maintains | Overweight | Get Alert |
| 08/26/2021 | ESTC | Buy Now | Elastic | $86.39 | 114.15% | Raimo Lenschow50% | $180 → $185 | Maintains | Overweight | Get Alert |
| 08/25/2021 | INTU | Buy Now | Intuit | $771.58 | -13.17% | Raimo Lenschow50% | $645 → $670 | Maintains | Overweight | Get Alert |
| 08/23/2021 | CRM | Buy Now | Salesforce | $274.71 | 5.93% | Raimo Lenschow50% | $285 → $291 | Maintains | Overweight | Get Alert |
| 08/23/2021 | MDB | Buy Now | MongoDB | $220.03 | 90.88% | Raimo Lenschow50% | $390 → $420 | Maintains | Overweight | Get Alert |
| 08/23/2021 | INTU | Buy Now | Intuit | $771.58 | -16.41% | Raimo Lenschow50% | $540 → $645 | Maintains | Overweight | Get Alert |
| 08/23/2021 | DSGX | Buy Now | Descartes Systems Gr | $102.25 | -30.56% | Raimo Lenschow50% | $65 → $71 | Maintains | Equal-Weight | Get Alert |
| 08/16/2021 | BASE | Buy Now | Couchbase | $19.22 | 118.52% | Raimo Lenschow50% | → $42 | Initiates | → Overweight | Get Alert |
| 08/13/2021 | IAS | Buy Now | Integral Ad Science | $8.22 | 167.64% | Raimo Lenschow50% | $21 → $22 | Maintains | Equal-Weight | Get Alert |
| 08/13/2021 | RXT | Buy Now | Rackspace Tech | $1.17 | 1182.05% | Raimo Lenschow50% | $25 → $15 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 08/06/2021 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 944.19% | Raimo Lenschow50% | $92 → $118 | Maintains | Overweight | Get Alert |
| 08/06/2021 | OTEX | Buy Now | Open Text | $27.89 | 104.37% | Raimo Lenschow50% | $56 → $57 | Maintains | Equal-Weight | Get Alert |
| 08/06/2021 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 131.58% | Raimo Lenschow50% | $64 → $66 | Maintains | Overweight | Get Alert |
| 08/06/2021 | DDOG | Buy Now | Datadog | $122.00 | 27.87% | Raimo Lenschow50% | $125 → $156 | Maintains | Overweight | Get Alert |
| 08/06/2021 | CFLT | Buy Now | Confluent | $24.50 | 91.84% | Raimo Lenschow50% | $42 → $47 | Maintains | Equal-Weight | Get Alert |
| 08/06/2021 | BIGC | Buy Now | BigCommerce Holdings | $5.26 | 1268.82% | Raimo Lenschow50% | $66 → $72 | Maintains | Equal-Weight | Get Alert |
| 08/03/2021 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 542.02% | Raimo Lenschow50% | $59 → $66 | Maintains | Equal-Weight | Get Alert |
| 08/03/2021 | SKIL | Buy Now | Skillsoft | $19.69 | -39.06% | Raimo Lenschow50% | → $12 | Initiates | → Overweight | Get Alert |
| 08/03/2021 | WDAY | Buy Now | Workday | $252.72 | 11.59% | Raimo Lenschow50% | $268 → $282 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 08/03/2021 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow50% | $59 → $70 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 07/30/2021 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow50% | — | Downgrade | Overweight → Underweight | Get Alert |
| 07/28/2021 | MSFT | Buy Now | Microsoft | $470.38 | -29.84% | Raimo Lenschow50% | $325 → $330 | Maintains | Overweight | Get Alert |
| 07/27/2021 | SAP | Buy Now | SAP | $310.61 | -46.88% | Raimo Lenschow50% | $162 → $165 | Maintains | Overweight | Get Alert |
| 07/26/2021 | IAS | Buy Now | Integral Ad Science | $8.22 | 155.47% | Raimo Lenschow50% | → $21 | Initiates | → Equal-Weight | Get Alert |
| 07/23/2021 | SPT | Buy Now | Sprout Social | $21.72 | 388.03% | Raimo Lenschow50% | $77 → $106 | Maintains | Overweight | Get Alert |
| 07/23/2021 | MSFT | Buy Now | Microsoft | $470.38 | -30.91% | Raimo Lenschow50% | $288 → $325 | Maintains | Overweight | Get Alert |
| 07/23/2021 | DT | Buy Now | Dynatrace | $55.00 | 34.55% | Raimo Lenschow50% | $60 → $74 | Maintains | Overweight | Get Alert |
| 07/23/2021 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 124.56% | Raimo Lenschow50% | $58 → $64 | Maintains | Overweight | Get Alert |
| 07/23/2021 | DDOG | Buy Now | Datadog | $122.00 | 2.46% | Raimo Lenschow50% | $108 → $125 | Maintains | Overweight | Get Alert |
| 07/23/2021 | BIGC | Buy Now | BigCommerce Holdings | $5.26 | 1154.75% | Raimo Lenschow50% | $53 → $66 | Maintains | Equal-Weight | Get Alert |
| 07/19/2021 | CFLT | Buy Now | Confluent | $24.50 | 71.43% | Raimo Lenschow50% | → $42 | Initiates | → Equal-Weight | Get Alert |
| 07/19/2021 | CXM | Buy Now | Sprinklr | $8.73 | 197.82% | Raimo Lenschow50% | → $26 | Initiates | → Overweight | Get Alert |
| 07/12/2021 | WKME | Buy Now | WalkMe | — | — | Raimo Lenschow50% | → $36 | Initiates | → Overweight | Get Alert |
| 07/06/2021 | ZETA | Buy Now | Zeta Global Holdings | $13.88 | -13.54% | Raimo Lenschow50% | → $12 | Initiates | → Overweight | Get Alert |
| 06/30/2021 | AUDC | Buy Now | AudioCodes | $9.40 | 240.43% | Raimo Lenschow50% | $34 → $32 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 06/30/2021 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | → $98 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 06/30/2021 | OTEX | Buy Now | Open Text | $27.89 | 100.79% | Raimo Lenschow50% | → $56 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 06/16/2021 | ORCL | Buy Now | Oracle | $174.04 | -52.31% | Raimo Lenschow50% | $80 → $83 | Maintains | Equal-Weight | Get Alert |
| 06/09/2021 | PATH | Buy Now | UiPath | $13.15 | 455.13% | Raimo Lenschow50% | $71 → $73 | Maintains | Equal-Weight | Get Alert |
| 06/08/2021 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $292 → $250 | Maintains | Equal-Weight | Get Alert |
| 06/07/2021 | SMWB | Buy Now | Similarweb | $8.08 | 197.03% | Raimo Lenschow50% | → $24 | Initiates | → Equal-Weight | Get Alert |
| 06/03/2021 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $206 → $170 | Maintains | Overweight | Get Alert |
| 06/03/2021 | ESTC | Buy Now | Elastic | $86.39 | 108.36% | Raimo Lenschow50% | $200 → $180 | Maintains | Overweight | Get Alert |
| 06/03/2021 | DSGX | Buy Now | Descartes Systems Gr | $102.25 | -36.43% | Raimo Lenschow50% | $63 → $65 | Maintains | Equal-Weight | Get Alert |
| 05/28/2021 | CRM | Buy Now | Salesforce | $274.71 | 3.75% | Raimo Lenschow50% | $276 → $285 | Maintains | Overweight | Get Alert |
| 05/28/2021 | VMW | Buy Now | VMware | — | — | Raimo Lenschow50% | $180 → $190 | Maintains | Overweight | Get Alert |
| 05/26/2021 | INTU | Buy Now | Intuit | $771.58 | -30.01% | Raimo Lenschow50% | $482 → $540 | Maintains | Overweight | Get Alert |
| 05/17/2021 | DV | Buy Now | DoubleVerify Hldgs | $14.79 | 143.41% | Raimo Lenschow50% | → $36 | Initiates | → Equal-Weight | Get Alert |
| 05/17/2021 | PATH | Buy Now | UiPath | $13.15 | 439.92% | Raimo Lenschow50% | → $71 | Initiates | → Equal-Weight | Get Alert |
| 05/10/2021 | ORCL | Buy Now | Oracle | $174.04 | -54.03% | Raimo Lenschow50% | → $80 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 04/28/2021 | MSFT | Buy Now | Microsoft | $470.38 | -38.77% | Raimo Lenschow50% | $269 → $288 | Maintains | Overweight | Get Alert |
| 04/19/2021 | DOCN | Buy Now | DigitalOcean Holdings | $28.50 | 100% | Raimo Lenschow50% | → $57 | Initiates | → Overweight | Get Alert |
| 04/09/2021 | PAYC | Buy Now | Paycom Software | $265.71 | 59.95% | Raimo Lenschow50% | $468 → $425 | Maintains | Equal-Weight | Get Alert |
| 04/09/2021 | DDOG | Buy Now | Datadog | $122.00 | -11.48% | Raimo Lenschow50% | $135 → $108 | Maintains | Overweight | Get Alert |
| 04/09/2021 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $108 → $97 | Maintains | Equal-Weight | Get Alert |
| 03/05/2021 | ORCL | Buy Now | Oracle | $174.04 | -54.03% | Raimo Lenschow50% | $66 → $80 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 03/04/2021 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $220 → $206 | Maintains | Overweight | Get Alert |
| 03/04/2021 | SNOW | Buy Now | Snowflake | $210.66 | 28.17% | Raimo Lenschow50% | $295 → $270 | Maintains | Equal-Weight | Get Alert |
| 02/25/2021 | ESTC | Buy Now | Elastic | $86.39 | 131.51% | Raimo Lenschow50% | $175 → $200 | Maintains | Overweight | Get Alert |
| 02/24/2021 | INTU | Buy Now | Intuit | $771.58 | -37.53% | Raimo Lenschow50% | $480 → $482 | Maintains | Overweight | Get Alert |
| 02/24/2021 | SPT | Buy Now | Sprout Social | $21.72 | 286.74% | Raimo Lenschow50% | $68 → $84 | Maintains | Overweight | Get Alert |
| 02/23/2021 | FIVN | Buy Now | Five9 | $29.53 | 529.77% | Raimo Lenschow50% | $182 → $186 | Maintains | Equal-Weight | Get Alert |
| 02/23/2021 | XM | Buy Now | Qualtrics International | — | — | Raimo Lenschow50% | → $45 | Initiates | → Equal-Weight | Get Alert |
| 02/19/2021 | WDAY | Buy Now | Workday | $252.72 | 10% | Raimo Lenschow50% | $255 → $278 | Maintains | Equal-Weight | Get Alert |
| 02/19/2021 | INTU | Buy Now | Intuit | $771.58 | -37.79% | Raimo Lenschow50% | $455 → $480 | Maintains | Overweight | Get Alert |
| 02/19/2021 | CLDR | Buy Now | Cloudera | — | — | Raimo Lenschow50% | $14 → $19 | Maintains | Equal-Weight | Get Alert |
| 02/19/2021 | APPN | Buy Now | Appian | $32.18 | 157.92% | Raimo Lenschow50% | $76 → $83 | Maintains | Underweight | Get Alert |
| 02/19/2021 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow50% | $71 → $80 | Maintains | Equal-Weight | Get Alert |
| 02/12/2021 | DDOG | Buy Now | Datadog | $122.00 | 10.66% | Raimo Lenschow50% | $115 → $135 | Maintains | Overweight | Get Alert |
| 02/05/2021 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 714.12% | Raimo Lenschow50% | $83 → $92 | Maintains | Overweight | Get Alert |
| 01/28/2021 | NOW | Buy Now | ServiceNow | $1.03K | -36.65% | Raimo Lenschow50% | $650 → $655 | Maintains | Overweight | Get Alert |
| 01/27/2021 | MSFT | Buy Now | Microsoft | $470.38 | -42.81% | Raimo Lenschow50% | $250 → $269 | Maintains | Overweight | Get Alert |
| 01/07/2021 | SAP | Buy Now | SAP | $310.61 | -47.52% | Raimo Lenschow50% | $158 → $163 | Maintains | Overweight | Get Alert |
| 12/01/2020 | APPN | Buy Now | Appian | $32.18 | — | Raimo Lenschow50% | — | Downgrade | Equal-Weight → Underweight | Get Alert |
| 11/30/2020 | WORK | Buy Now | Slack Technologies | — | — | Raimo Lenschow50% | → $36 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 11/13/2020 | JAMF | Buy Now | Jamf Holding | $10.67 | 274.88% | Raimo Lenschow50% | $42 → $40 | Maintains | Equal-Weight | Get Alert |
| 10/28/2020 | MSFT | Buy Now | Microsoft | $470.38 | -46.85% | Raimo Lenschow50% | $249 → $250 | Maintains | Overweight | Get Alert |
| 10/23/2020 | JAMF | Buy Now | Jamf Holding | $10.67 | 274.88% | Raimo Lenschow50% | $41 → $40 | Maintains | Equal-Weight | Get Alert |
| 10/23/2020 | WDAY | Buy Now | Workday | $252.72 | -5.82% | Raimo Lenschow50% | $220 → $238 | Maintains | Equal-Weight | Get Alert |
| 10/23/2020 | CRM | Buy Now | Salesforce | $274.71 | 14.67% | Raimo Lenschow50% | $264 → $315 | Maintains | Overweight | Get Alert |
| 10/23/2020 | MSFT | Buy Now | Microsoft | $470.38 | -47.06% | Raimo Lenschow50% | $234 → $249 | Maintains | Overweight | Get Alert |
| 10/12/2020 | SNOW | Buy Now | Snowflake | $210.66 | 21.52% | Raimo Lenschow50% | → $256 | Initiates | → Equal-Weight | Get Alert |
| 10/09/2020 | SWI | Buy Now | SolarWinds | — | — | Raimo Lenschow50% | $15 → $17 | Maintains | Underweight | Get Alert |
| 10/09/2020 | NOW | Buy Now | ServiceNow | $1.03K | -43.81% | Raimo Lenschow50% | $486 → $581 | Maintains | Overweight | Get Alert |
| 10/09/2020 | PEGA | Buy Now | Pegasystems | $101.01 | 28.7% | Raimo Lenschow50% | $112 → $130 | Maintains | Equal-Weight | Get Alert |
| 10/09/2020 | PAYC | Buy Now | Paycom Software | $265.71 | 31.72% | Raimo Lenschow50% | $277 → $350 | Maintains | Equal-Weight | Get Alert |
| 10/09/2020 | FIVN | Buy Now | Five9 | $29.53 | 357.09% | Raimo Lenschow50% | $121 → $135 | Maintains | Equal-Weight | Get Alert |
| 10/09/2020 | DDOG | Buy Now | Datadog | $122.00 | 3.28% | Raimo Lenschow50% | $107 → $126 | Maintains | Overweight | Get Alert |
| 10/09/2020 | APPN | Buy Now | Appian | $32.18 | 114.42% | Raimo Lenschow50% | $48 → $69 | Maintains | Equal-Weight | Get Alert |
| 10/08/2020 | SPT | Buy Now | Sprout Social | $21.72 | 157.83% | Raimo Lenschow50% | → $56 | Initiates | → Overweight | Get Alert |
| 10/06/2020 | LSPD | Buy Now | Lightspeed Commerce | $11.30 | 253.96% | Raimo Lenschow50% | → $40 | Initiates | → Overweight | Get Alert |
| 09/03/2020 | MDB | Buy Now | MongoDB | $220.03 | 30.44% | Raimo Lenschow50% | $280 → $287 | Maintains | Overweight | Get Alert |
| 09/02/2020 | JAMF | Buy Now | Jamf Holding | $10.67 | 284.25% | Raimo Lenschow50% | $40 → $41 | Maintains | Equal-Weight | Get Alert |
| 08/31/2020 | BIGC | Buy Now | BigCommerce Holdings | $5.26 | 2333.46% | Raimo Lenschow50% | → $128 | Initiates | → Equal-Weight | Get Alert |
| 08/28/2020 | WDAY | Buy Now | Workday | $252.72 | -12.95% | Raimo Lenschow50% | $162 → $220 | Maintains | Equal-Weight | Get Alert |
| 08/26/2020 | AUDC | Buy Now | AudioCodes | $9.40 | 293.62% | Raimo Lenschow50% | → $37 | Initiates | → Equal-Weight | Get Alert |
| 08/17/2020 | JAMF | Buy Now | Jamf Holding | $10.67 | 274.88% | Raimo Lenschow50% | → $40 | Initiates | → Equal-Weight | Get Alert |
| 07/24/2020 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow50% | $180 → $175 | Maintains | Overweight | Get Alert |
| 07/20/2020 | ZI | Buy Now | ZoomInfo Technologies | $10.28 | 366.93% | Raimo Lenschow50% | $54 → $48 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | TLND | Buy Now | Talend | — | — | Raimo Lenschow50% | $36 → $44 | Maintains | Overweight | Get Alert |
| 07/20/2020 | NOW | Buy Now | ServiceNow | $1.03K | -53.09% | Raimo Lenschow50% | $380 → $485 | Maintains | Overweight | Get Alert |
| 07/20/2020 | SAP | Buy Now | SAP | $310.61 | -42.05% | Raimo Lenschow50% | $130 → $180 | Maintains | Overweight | Get Alert |
| 07/20/2020 | PAYC | Buy Now | Paycom Software | $265.71 | 7.26% | Raimo Lenschow50% | $195 → $285 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | OTEX | Buy Now | Open Text | $27.89 | 79.28% | Raimo Lenschow50% | $44 → $50 | Maintains | Overweight | Get Alert |
| 07/20/2020 | NEWR | Buy Now | New Relic | — | — | Raimo Lenschow50% | $42 → $56 | Maintains | Underweight | Get Alert |
| 07/20/2020 | FIVN | Buy Now | Five9 | $29.53 | 255.51% | Raimo Lenschow50% | $85 → $105 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | DT | Buy Now | Dynatrace | $55.00 | -12.73% | Raimo Lenschow50% | $38 → $48 | Maintains | Overweight | Get Alert |
| 07/20/2020 | DDOG | Buy Now | Datadog | $122.00 | -12.3% | Raimo Lenschow50% | $70 → $107 | Maintains | Overweight | Get Alert |
| 07/20/2020 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $55 → $76 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow50% | $135 → $180 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 07/07/2020 | PEGA | Buy Now | Pegasystems | $101.01 | 10.88% | Raimo Lenschow50% | → $112 | Initiates | → Equal-Weight | Get Alert |
| 05/28/2020 | WDAY | Buy Now | Workday | $252.72 | -35.9% | Raimo Lenschow50% | $143 → $162 | Maintains | Equal-Weight | Get Alert |
| 05/14/2020 | CYBR | Buy Now | CyberArk Software | $403.76 | -73% | Raimo Lenschow50% | $98 → $109 | Maintains | Equal-Weight | Get Alert |
| 05/07/2020 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $52 → $55 | Maintains | Equal-Weight | Get Alert |
| 04/29/2020 | PAYC | Buy Now | Paycom Software | $265.71 | -26.61% | Raimo Lenschow50% | $215 → $195 | Maintains | Equal-Weight | Get Alert |
| 02/25/2020 | INTU | Buy Now | Intuit | $771.58 | -61.12% | Raimo Lenschow50% | $295 → $300 | Maintains | Equal-Weight | Get Alert |
| 02/25/2020 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow50% | $71 → $68 | Maintains | Overweight | Get Alert |
| 02/20/2020 | FIVN | Buy Now | Five9 | $29.53 | 167.48% | Raimo Lenschow50% | $71 → $79 | Maintains | Equal-Weight | Get Alert |
| 02/06/2020 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $70 → $67 | Maintains | Equal-Weight | Get Alert |
| 01/10/2020 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow50% | $55 → $71 | Upgrade | Underweight → Overweight | Get Alert |
| 01/10/2020 | NEWR | Buy Now | New Relic | — | — | Raimo Lenschow50% | → $63 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 01/10/2020 | SWI | Buy Now | SolarWinds | — | — | Raimo Lenschow50% | → $17 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 12/20/2019 | NEWR | Buy Now | New Relic | — | — | Raimo Lenschow50% | $65 → $66 | Maintains | Equal-Weight | Get Alert |
| 12/13/2019 | ORCL | Buy Now | Oracle | $174.04 | -65.53% | Raimo Lenschow50% | $61 → $60 | Maintains | Equal-Weight | Get Alert |
| 12/05/2019 | ESTC | Buy Now | Elastic | $86.39 | 12.28% | Raimo Lenschow50% | $105 → $97 | Maintains | Overweight | Get Alert |
| 12/03/2019 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $139 → $141 | Maintains | Equal-Weight | Get Alert |
| 11/22/2019 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $142 → $150 | Maintains | Overweight | Get Alert |
| 11/13/2019 | DDOG | Buy Now | Datadog | $122.00 | -61.48% | Raimo Lenschow50% | $45 → $47 | Maintains | Overweight | Get Alert |
| 11/07/2019 | CYBR | Buy Now | CyberArk Software | $403.76 | -68.79% | Raimo Lenschow50% | $119 → $126 | Maintains | Equal-Weight | Get Alert |
| 11/01/2019 | MSFT | Buy Now | Microsoft | $470.38 | -64.28% | Raimo Lenschow50% | $155 → $168 | Maintains | Overweight | Get Alert |
| 10/25/2019 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow50% | $103 → $105 | Maintains | Equal-Weight | Get Alert |
| 10/25/2019 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow50% | $75 → $70 | Maintains | Underweight | Get Alert |
| 10/24/2019 | NOW | Buy Now | ServiceNow | $1.03K | -67.7% | Raimo Lenschow50% | $342 → $334 | Maintains | Overweight | Get Alert |
| 10/24/2019 | MSFT | Buy Now | Microsoft | $470.38 | -67.05% | Raimo Lenschow50% | $152 → $155 | Maintains | Overweight | Get Alert |
| 10/14/2019 | DDOG | Buy Now | Datadog | $122.00 | -63.11% | Raimo Lenschow50% | → $45 | Initiates | → Overweight | Get Alert |
| 10/07/2019 | CYBR | Buy Now | CyberArk Software | $403.76 | -70.53% | Raimo Lenschow50% | $140 → $119 | Maintains | Equal-Weight | Get Alert |
| 09/30/2019 | PUMP | Buy Now | ProPetro Holding | $5.96 | 235.57% | Raimo Lenschow50% | $26 → $20 | Maintains | Overweight | Get Alert |
| 09/13/2019 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $158 → $142 | Maintains | Overweight | Get Alert |
| 09/12/2019 | ORCL | Buy Now | Oracle | $174.04 | -67.25% | Raimo Lenschow50% | $59 → $57 | Maintains | Equal-Weight | Get Alert |
| 09/05/2019 | WORK | Buy Now | Slack Technologies | — | — | Raimo Lenschow50% | $45 → $44 | Maintains | Overweight | Get Alert |
| 09/05/2019 | MDB | Buy Now | MongoDB | $220.03 | -18.65% | Raimo Lenschow50% | $178 → $179 | Maintains | Overweight | Get Alert |
| 09/05/2019 | DT | Buy Now | Dynatrace | $55.00 | -43.64% | Raimo Lenschow50% | $30 → $31 | Maintains | Overweight | Get Alert |
| 09/04/2019 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $101 → $139 | Maintains | Equal-Weight | Get Alert |
| 08/29/2019 | ESTC | Buy Now | Elastic | $86.39 | 26.17% | Raimo Lenschow50% | $108 → $109 | Maintains | Overweight | Get Alert |
| 08/28/2019 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow50% | $43 → $54 | Maintains | Equal-Weight | Get Alert |
| 08/26/2019 | NEWR | Buy Now | New Relic | — | — | Raimo Lenschow50% | → $63 | Initiates | → Equal-Weight | Get Alert |
| 08/26/2019 | DT | Buy Now | Dynatrace | $55.00 | -45.45% | Raimo Lenschow50% | → $30 | Initiates | → Overweight | Get Alert |
| 08/23/2019 | VMW | Buy Now | VMware | — | — | Raimo Lenschow50% | $190 → $178 | Maintains | Overweight | Get Alert |
| 08/23/2019 | CRM | Buy Now | Salesforce | $274.71 | -33.02% | Raimo Lenschow50% | $182 → $184 | Maintains | Overweight | Get Alert |
| 08/23/2019 | INTU | Buy Now | Intuit | $771.58 | -64.23% | Raimo Lenschow50% | $245 → $276 | Maintains | Equal-Weight | Get Alert |
| 07/19/2019 | SAP | Buy Now | SAP | $310.61 | -54.93% | Raimo Lenschow50% | $143 → $140 | Maintains | Overweight | Get Alert |
| 07/15/2019 | WORK | Buy Now | Slack Technologies | — | — | Raimo Lenschow50% | → $45 | Initiates | → Overweight | Get Alert |
| 06/20/2019 | ORCL | Buy Now | Oracle | $174.04 | -66.1% | Raimo Lenschow50% | $55 → $59 | Maintains | Equal-Weight | Get Alert |
| 06/04/2019 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $95 → $101 | Maintains | Equal-Weight | Get Alert |
| 05/17/2019 | VMW | Buy Now | VMware | — | — | Raimo Lenschow50% | $200 → $224 | Maintains | Overweight | Get Alert |
| 05/15/2019 | MDB | Buy Now | MongoDB | $220.03 | -19.1% | Raimo Lenschow50% | $143 → $178 | Maintains | Overweight | Get Alert |
| 05/01/2019 | PAYC | Buy Now | Paycom Software | $265.71 | -30.38% | Raimo Lenschow50% | $175 → $185 | Maintains | Equal-Weight | Get Alert |
| 04/25/2019 | NOW | Buy Now | ServiceNow | $1.03K | -72.92% | Raimo Lenschow50% | $270 → $280 | Maintains | Overweight | Get Alert |
| 04/25/2019 | MSFT | Buy Now | Microsoft | $470.38 | -67.69% | Raimo Lenschow50% | $132 → $152 | Maintains | Overweight | Get Alert |
| 04/12/2019 | CYBR | Buy Now | CyberArk Software | $403.76 | -69.78% | Raimo Lenschow50% | $112 → $122 | Maintains | Equal-Weight | Get Alert |
| 04/12/2019 | NOW | Buy Now | ServiceNow | $1.03K | -73.89% | Raimo Lenschow50% | $235 → $270 | Maintains | Overweight | Get Alert |
| 04/12/2019 | PAYC | Buy Now | Paycom Software | $265.71 | -34.14% | Raimo Lenschow50% | $160 → $175 | Maintains | Equal-Weight | Get Alert |
| 04/12/2019 | MSFT | Buy Now | Microsoft | $470.38 | -71.94% | Raimo Lenschow50% | $120 → $132 | Maintains | Overweight | Get Alert |
| 04/12/2019 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow50% | $104 → $74 | Downgrade | Overweight → Underweight | Get Alert |
| 03/15/2019 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow50% | $23 → $21 | Maintains | Equal-Weight | Get Alert |
| 03/11/2019 | CLDR | Buy Now | Cloudera | — | — | Raimo Lenschow50% | → $16 | Initiates | → Equal-Weight | Get Alert |
| 03/01/2019 | WDAY | Buy Now | Workday | $252.72 | -26.01% | Raimo Lenschow50% | $180 → $187 | Maintains | Equal-Weight | Get Alert |
| 03/01/2019 | VMW | Buy Now | VMware | — | — | Raimo Lenschow50% | $168 → $200 | Maintains | Overweight | Get Alert |
| 03/01/2019 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $154 → $158 | Maintains | Overweight | Get Alert |
| 02/08/2019 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow50% | $30 → $32 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/15/2019 | PUMP | Buy Now | ProPetro Holding | $5.96 | 235.57% | Raimo Lenschow50% | → $20 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/09/2019 | ORCL | Buy Now | Oracle | $174.04 | -68.4% | Raimo Lenschow50% | $60 → $55 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 12/04/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $69 → $71 | Maintains | Equal-Weight | Get Alert |
| 11/06/2018 | PLAN | Buy Now | Anaplan | — | — | Raimo Lenschow50% | → $30 | Initiates | → Overweight | Get Alert |
| 10/30/2018 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow50% | $37 → $30 | Maintains | Equal-Weight | Get Alert |
| 10/30/2018 | ESTC | Buy Now | Elastic | $86.39 | -8.55% | Raimo Lenschow50% | → $79 | Initiates | → Overweight | Get Alert |
| 10/26/2018 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow50% | $112 → $113 | Maintains | Overweight | Get Alert |
| 10/19/2018 | SAP | Buy Now | SAP | $310.61 | -55.89% | Raimo Lenschow50% | $142 → $137 | Maintains | Overweight | Get Alert |
| 10/15/2018 | APPN | Buy Now | Appian | $32.18 | -9.88% | Raimo Lenschow50% | → $29 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 09/17/2018 | MDB | Buy Now | MongoDB | $220.03 | -52.28% | Raimo Lenschow50% | $79 → $105 | Maintains | Overweight | Get Alert |
| 09/17/2018 | TLND | Buy Now | Talend | — | — | Raimo Lenschow50% | $72 → $91 | Maintains | Overweight | Get Alert |
| 09/13/2018 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow50% | $26 → $22 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $127 → $136 | Maintains | Overweight | Get Alert |
| 09/07/2018 | NOW | Buy Now | ServiceNow | $1.03K | -77.27% | Raimo Lenschow50% | $198 → $235 | Maintains | Overweight | Get Alert |
| 09/07/2018 | CRM | Buy Now | Salesforce | $274.71 | -37.39% | Raimo Lenschow50% | $165 → $172 | Maintains | Overweight | Get Alert |
| 09/07/2018 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow50% | $160 → $166 | Maintains | Overweight | Get Alert |
| 09/07/2018 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow50% | $24 → $26 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | PAYC | Buy Now | Paycom Software | $265.71 | -43.17% | Raimo Lenschow50% | $131 → $151 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | ORCL | Buy Now | Oracle | $174.04 | -65.53% | Raimo Lenschow50% | $58 → $60 | Maintains | Overweight | Get Alert |
| 09/07/2018 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow50% | $105 → $112 | Maintains | Overweight | Get Alert |
| 09/07/2018 | MSFT | Buy Now | Microsoft | $470.38 | -74.49% | Raimo Lenschow50% | $117 → $120 | Maintains | Overweight | Get Alert |
| 09/07/2018 | INTU | Buy Now | Intuit | $771.58 | -71.62% | Raimo Lenschow50% | $204 → $219 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | FIVN | Buy Now | Five9 | $29.53 | 52.36% | Raimo Lenschow50% | $38 → $45 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow50% | $40 → $48 | Maintains | Underweight | Get Alert |
| 09/07/2018 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow50% | $112 → $114 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | $35 → $36 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow50% | $36 → $37 | Maintains | Equal-Weight | Get Alert |
| 09/07/2018 | APPN | Buy Now | Appian | $32.18 | -9.88% | Raimo Lenschow50% | $28 → $29 | Maintains | Underweight | Get Alert |
| 08/15/2018 | CRM | Buy Now | Salesforce | $274.71 | -39.94% | Raimo Lenschow50% | $150 → $165 | Maintains | Overweight | Get Alert |
| 08/15/2018 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow50% | $22 → $24 | Maintains | Equal-Weight | Get Alert |
| 08/15/2018 | MDB | Buy Now | MongoDB | $220.03 | -67.28% | Raimo Lenschow50% | $57 → $72 | Maintains | Overweight | Get Alert |
| 08/15/2018 | INTU | Buy Now | Intuit | $771.58 | -73.56% | Raimo Lenschow50% | $194 → $204 | Maintains | Equal-Weight | Get Alert |
| 08/15/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $53 → $58 | Maintains | Equal-Weight | Get Alert |
| 08/08/2018 | CYBR | Buy Now | CyberArk Software | $403.76 | -82.91% | Raimo Lenschow50% | $66 → $69 | Maintains | Equal-Weight | Get Alert |
| 08/08/2018 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow50% | $38 → $40 | Maintains | Underweight | Get Alert |
| 08/06/2018 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow50% | $114 → $123 | Maintains | Overweight | Get Alert |
| 08/06/2018 | APPN | Buy Now | Appian | $32.18 | -12.99% | Raimo Lenschow50% | $27 → $28 | Maintains | Underweight | Get Alert |
| 08/02/2018 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow50% | $32 → $36 | Maintains | Equal-Weight | Get Alert |
| 08/01/2018 | PAYC | Buy Now | Paycom Software | $265.71 | -50.7% | Raimo Lenschow50% | $117 → $131 | Maintains | Equal-Weight | Get Alert |
| 07/20/2018 | SAP | Buy Now | SAP | $310.61 | -58.79% | Raimo Lenschow50% | $134 → $128 | Maintains | Overweight | Get Alert |
| 07/20/2018 | MSFT | Buy Now | Microsoft | $470.38 | -75.13% | Raimo Lenschow50% | $108 → $117 | Maintains | Overweight | Get Alert |
| 07/12/2018 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow50% | $104 → $114 | Maintains | Overweight | Get Alert |
| 07/12/2018 | NOW | Buy Now | ServiceNow | $1.03K | -81.14% | Raimo Lenschow50% | $185 → $195 | Maintains | Overweight | Get Alert |
| 07/12/2018 | CYBR | Buy Now | CyberArk Software | $403.76 | -85.14% | Raimo Lenschow50% | $61 → $60 | Maintains | Equal-Weight | Get Alert |
| 07/12/2018 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow50% | $33 → $38 | Maintains | Underweight | Get Alert |
| 07/12/2018 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow50% | $28 → $32 | Maintains | Equal-Weight | Get Alert |
| 06/22/2018 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow50% | $186 → $160 | Maintains | Overweight | Get Alert |
| 06/13/2018 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow50% | $19 → $22 | Maintains | Equal-Weight | Get Alert |
| 06/07/2018 | MDB | Buy Now | MongoDB | $220.03 | -74.09% | Raimo Lenschow50% | $47 → $57 | Maintains | Overweight | Get Alert |
| 06/01/2018 | WDAY | Buy Now | Workday | $252.72 | -49.35% | Raimo Lenschow50% | $129 → $128 | Maintains | Equal-Weight | Get Alert |
| 06/01/2018 | VMW | Buy Now | VMware | — | — | Raimo Lenschow50% | $154 → $160 | Maintains | Overweight | Get Alert |
| 05/30/2018 | CRM | Buy Now | Salesforce | $274.71 | -45.4% | Raimo Lenschow50% | $140 → $150 | Maintains | Overweight | Get Alert |
| 05/21/2018 | CDAY | Buy Now | Ceridian HCM Holding | — | — | Raimo Lenschow50% | → $36 | Initiates | → Equal-Weight | Get Alert |
| 05/18/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 05/15/2018 | PVTL | Buy Now | Pivotal Software | — | — | Raimo Lenschow50% | → $19 | Initiates | → Equal-Weight | Get Alert |
| 05/11/2018 | TLND | Buy Now | Talend | — | — | Raimo Lenschow50% | $55 → $72 | Maintains | Overweight | Get Alert |
| 05/03/2018 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow50% | $102 → $104 | Maintains | Overweight | Get Alert |
| 05/02/2018 | PAYC | Buy Now | Paycom Software | $265.71 | -55.97% | Raimo Lenschow50% | $115 → $117 | Maintains | Equal-Weight | Get Alert |
| 05/02/2018 | FIVN | Buy Now | Five9 | $29.53 | 1.58% | Raimo Lenschow50% | $28 → $30 | Maintains | Equal-Weight | Get Alert |
| 04/27/2018 | MSFT | Buy Now | Microsoft | $470.38 | -77.04% | Raimo Lenschow50% | $100 → $108 | Maintains | Overweight | Get Alert |
| 04/27/2018 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow50% | $142 → $132 | Maintains | Overweight | Get Alert |
| 04/26/2018 | NOW | Buy Now | ServiceNow | $1.03K | -82.11% | Raimo Lenschow50% | $180 → $185 | Maintains | Overweight | Get Alert |
| 04/26/2018 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow50% | $90 → $100 | Maintains | Equal-Weight | Get Alert |
| 04/25/2018 | SAP | Buy Now | SAP | $310.61 | -56.86% | Raimo Lenschow50% | $132 → $134 | Maintains | Overweight | Get Alert |
| 04/12/2018 | MULE | Buy Now | MuleSoft | — | — | Raimo Lenschow50% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 04/12/2018 | PAYC | Buy Now | Paycom Software | $265.71 | — | Raimo Lenschow50% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 04/05/2018 | MDB | Buy Now | MongoDB | $220.03 | -78.64% | Raimo Lenschow50% | $45 → $47 | Maintains | Overweight | Get Alert |
| 03/27/2018 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow50% | $165 → $170 | Maintains | Overweight | Get Alert |
| 03/21/2018 | CRM | Buy Now | Salesforce | $274.71 | -49.04% | Raimo Lenschow50% | $130 → $140 | Maintains | Overweight | Get Alert |
| 03/19/2018 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow50% | $145 → $165 | Maintains | Overweight | Get Alert |
| 03/14/2018 | MDB | Buy Now | MongoDB | $220.03 | -79.55% | Raimo Lenschow50% | $38 → $45 | Maintains | Overweight | Get Alert |
| 03/13/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $47 → $51 | Maintains | Overweight | Get Alert |
| 03/12/2018 | ORCL | Buy Now | Oracle | $174.04 | -65.53% | Raimo Lenschow50% | $56 → $60 | Maintains | Overweight | Get Alert |
| 03/05/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $38 → $47 | Maintains | Overweight | Get Alert |
| 03/02/2018 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $105 → $110 | Maintains | Overweight | Get Alert |
| 03/01/2018 | CRM | Buy Now | Salesforce | $274.71 | -52.68% | Raimo Lenschow50% | $127 → $130 | Maintains | Overweight | Get Alert |
| 02/28/2018 | WDAY | Buy Now | Workday | $252.72 | -52.12% | Raimo Lenschow50% | $115 → $121 | Maintains | Equal-Weight | Get Alert |
| 02/23/2018 | INTU | Buy Now | Intuit | $771.58 | -77.97% | Raimo Lenschow50% | $168 → $170 | Maintains | Equal-Weight | Get Alert |
| 02/23/2018 | APPN | Buy Now | Appian | $32.18 | -16.1% | Raimo Lenschow50% | $26 → $27 | Maintains | Underweight | Get Alert |
| 02/22/2018 | FIVN | Buy Now | Five9 | $29.53 | -5.2% | Raimo Lenschow50% | $27 → $28 | Maintains | Equal-Weight | Get Alert |
| 02/20/2018 | NOW | Buy Now | ServiceNow | $1.03K | -82.59% | Raimo Lenschow50% | $158 → $180 | Maintains | Overweight | Get Alert |
| 02/13/2018 | INTU | Buy Now | Intuit | $771.58 | -78.23% | Raimo Lenschow50% | $157 → $168 | Maintains | Equal-Weight | Get Alert |
| 02/07/2018 | PAYC | Buy Now | Paycom Software | $265.71 | -63.49% | Raimo Lenschow50% | $96 → $97 | Maintains | Overweight | Get Alert |
| 02/06/2018 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow50% | $22 → $28 | Maintains | Equal-Weight | Get Alert |
| 02/02/2018 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow50% | $82 → $98 | Maintains | Overweight | Get Alert |
| 02/01/2018 | NOW | Buy Now | ServiceNow | $1.03K | -84.72% | Raimo Lenschow50% | $150 → $158 | Maintains | Overweight | Get Alert |
| 01/31/2018 | CA | Buy Now | CA | $24.34 | 52.01% | Raimo Lenschow50% | $34 → $37 | Maintains | Equal-Weight | Get Alert |
| 01/25/2018 | MSFT | Buy Now | Microsoft | $470.38 | -78.74% | Raimo Lenschow50% | $95 → $100 | Maintains | Overweight | Get Alert |
| 01/08/2018 | FIVN | Buy Now | Five9 | $29.53 | — | Raimo Lenschow50% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/08/2018 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow50% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/08/2018 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/08/2018 | MULE | Buy Now | MuleSoft | — | — | Raimo Lenschow50% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/08/2018 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow50% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/08/2018 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/08/2018 | APPN | Buy Now | Appian | $32.18 | — | Raimo Lenschow50% | — | Downgrade | Equal-Weight → Underweight | Get Alert |
| 11/27/2017 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | $34 → $38 | Maintains | Equal-Weight | Get Alert |
| 11/17/2017 | WDAY | Buy Now | Workday | $252.72 | -53.7% | Raimo Lenschow50% | $108 → $117 | Maintains | Equal-Weight | Get Alert |
| 11/17/2017 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $73 → $80 | Maintains | Equal-Weight | Get Alert |
| 11/15/2017 | INTU | Buy Now | Intuit | $771.58 | -79.65% | Raimo Lenschow50% | $135 → $157 | Maintains | Equal-Weight | Get Alert |
| 11/13/2017 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $67 → $73 | Maintains | Equal-Weight | Get Alert |
| 11/13/2017 | MDB | Buy Now | MongoDB | $220.03 | -82.73% | Raimo Lenschow50% | → $38 | Initiates | → Overweight | Get Alert |
| 11/09/2017 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow50% | $32 → $33 | Maintains | Underweight | Get Alert |
| 11/07/2017 | TLND | Buy Now | Talend | — | — | Raimo Lenschow50% | $44 → $55 | Maintains | Overweight | Get Alert |
| 11/06/2017 | VMW | Buy Now | VMware | — | — | Raimo Lenschow50% | $130 → $140 | Maintains | Overweight | Get Alert |
| 11/02/2017 | CRM | Buy Now | Salesforce | $274.71 | -57.41% | Raimo Lenschow50% | $101 → $117 | Maintains | Overweight | Get Alert |
| 11/01/2017 | PAYC | Buy Now | Paycom Software | $265.71 | -67.26% | Raimo Lenschow50% | $82 → $87 | Maintains | Overweight | Get Alert |
| 10/31/2017 | APTI | Buy Now | Apptio | — | — | Raimo Lenschow50% | $19 → $22 | Maintains | Equal-Weight | Get Alert |
| 10/27/2017 | MULE | Buy Now | MuleSoft | — | — | Raimo Lenschow50% | $24 → $28 | Maintains | Equal-Weight | Get Alert |
| 10/27/2017 | MSFT | Buy Now | Microsoft | $470.38 | -81.08% | Raimo Lenschow50% | $82 → $89 | Maintains | Overweight | Get Alert |
| 10/27/2017 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow50% | $132 → $142 | Maintains | Overweight | Get Alert |
| 10/26/2017 | NOW | Buy Now | ServiceNow | $1.03K | -86.94% | Raimo Lenschow50% | $126 → $135 | Maintains | Overweight | Get Alert |
| 10/26/2017 | CA | Buy Now | CA | $24.34 | 39.69% | Raimo Lenschow50% | $36 → $34 | Maintains | Equal-Weight | Get Alert |
| 09/26/2017 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow50% | $120 → $122 | Maintains | Overweight | Get Alert |
| 09/18/2017 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow50% | $105 → $120 | Maintains | Overweight | Get Alert |
| 09/15/2017 | ORCL | Buy Now | Oracle | $174.04 | -66.1% | Raimo Lenschow50% | $55 → $59 | Maintains | Overweight | Get Alert |
| 09/14/2017 | VMW | Buy Now | VMware | — | — | Raimo Lenschow50% | $109 → $130 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/13/2017 | PAYC | Buy Now | Paycom Software | $265.71 | -69.14% | Raimo Lenschow50% | $74 → $82 | Maintains | Overweight | Get Alert |
| 08/31/2017 | WDAY | Buy Now | Workday | $252.72 | -57.26% | Raimo Lenschow50% | $90 → $108 | Maintains | Equal-Weight | Get Alert |
| 08/25/2017 | VMW | Buy Now | VMware | — | — | Raimo Lenschow50% | $100 → $109 | Maintains | Equal-Weight | Get Alert |
| 08/25/2017 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $65 → $67 | Maintains | Equal-Weight | Get Alert |
| 08/25/2017 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow50% | $16 → $20 | Maintains | Overweight | Get Alert |
| 08/23/2017 | CRM | Buy Now | Salesforce | $274.71 | -63.23% | Raimo Lenschow50% | $100 → $101 | Maintains | Overweight | Get Alert |
| 08/04/2017 | TLND | Buy Now | Talend | — | — | Raimo Lenschow50% | $43 → $44 | Maintains | Overweight | Get Alert |
| 08/04/2017 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow50% | $15 → $16 | Maintains | Overweight | Get Alert |
| 08/04/2017 | APPN | Buy Now | Appian | $32.18 | -37.85% | Raimo Lenschow50% | $19 → $20 | Maintains | Equal-Weight | Get Alert |
| 08/03/2017 | CA | Buy Now | CA | $24.34 | 47.9% | Raimo Lenschow50% | $35 → $36 | Maintains | Equal-Weight | Get Alert |
| 08/03/2017 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow50% | $87 → $90 | Maintains | Overweight | Get Alert |
| 08/03/2017 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow50% | $72 → $76 | Maintains | Overweight | Get Alert |
| 07/27/2017 | NOW | Buy Now | ServiceNow | $1.03K | -87.81% | Raimo Lenschow50% | $120 → $126 | Maintains | Overweight | Get Alert |
| 07/12/2017 | PUMP | Buy Now | ProPetro Holding | $5.96 | — | Raimo Lenschow50% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 06/20/2017 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow50% | — | Downgrade | Equal-Weight → Underweight | Get Alert |
| 06/19/2017 | APPN | Buy Now | Appian | $32.18 | -40.96% | Raimo Lenschow50% | → $19 | Initiates | → Equal-Weight | Get Alert |
| 04/11/2017 | PUMP | Buy Now | ProPetro Holding | $5.96 | 202.01% | Raimo Lenschow50% | → $18 | Initiates | → Overweight | Get Alert |
| 04/11/2017 | MULE | Buy Now | MuleSoft | — | — | Raimo Lenschow50% | → $25 | Initiates | → Equal-Weight | Get Alert |
| 11/02/2016 | TLND | Buy Now | Talend | — | — | Raimo Lenschow50% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 10/31/2016 | COUP | Buy Now | Coupa Software | — | — | Raimo Lenschow50% | — | Initiates | → Equal-Weight | Get Alert |
| 10/18/2016 | APTI | Buy Now | Apptio, Inc. - Class A Common Stock | — | — | Raimo Lenschow50% | — | Initiates | → Equal-Weight | Get Alert |
| 10/03/2016 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow50% | $82 → $105 | Upgrade | Underweight → Overweight | Get Alert |
| 09/13/2016 | PAYC | Buy Now | Paycom Software | $265.71 | -79.3% | Raimo Lenschow50% | $51 → $55 | Maintains | Overweight | Get Alert |
| 09/13/2016 | VMW | Buy Now | VMware | — | — | Raimo Lenschow50% | → $82 | Initiates | → Equal-Weight | Get Alert |
| 09/01/2016 | CRM | Buy Now | Salesforce | $274.71 | -67.6% | Raimo Lenschow50% | → $89 | Maintains | Overweight | Get Alert |
| 08/26/2016 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $51 → $56 | Maintains | Equal-Weight | Get Alert |
| 08/25/2016 | WDAY | Buy Now | Workday | $252.72 | -69.53% | Raimo Lenschow50% | $71 → $77 | Maintains | Equal-Weight | Get Alert |
| 08/24/2016 | WDAY | Buy Now | Workday | $252.72 | -69.53% | Raimo Lenschow50% | $71 → $77 | Maintains | Equal-Weight | Get Alert |
| 08/23/2016 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow50% | $59 → $71 | Maintains | Overweight | Get Alert |
| 08/23/2016 | TLND | Buy Now | Talend | — | — | Raimo Lenschow50% | → $28 | Initiates | → Equal-Weight | Get Alert |
| 08/04/2016 | FIVN | Buy Now | Five9 | $29.53 | -49.21% | Raimo Lenschow50% | $14 → $15 | Maintains | Overweight | Get Alert |
| 07/27/2016 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow50% | $57 → $82 | Maintains | Underweight | Get Alert |
| 07/27/2016 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow50% | $90 → $92 | Maintains | Overweight | Get Alert |
| 07/15/2016 | FIVN | Buy Now | Five9 | $29.53 | -52.6% | Raimo Lenschow50% | $11 → $14 | Maintains | Overweight | Get Alert |
| 07/15/2016 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow50% | $49 → $57 | Maintains | Underweight | Get Alert |
| 07/15/2016 | INTU | Buy Now | Intuit | $771.58 | -84.97% | Raimo Lenschow50% | $110 → $116 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 07/15/2016 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow50% | $32 → $44 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 07/15/2016 | CA | Buy Now | CA | $24.34 | 43.8% | Raimo Lenschow50% | $33 → $35 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 05/27/2016 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $45 → $51 | Maintains | Equal-Weight | Get Alert |
| 05/26/2016 | WDAY | Buy Now | Workday | $252.72 | -71.91% | Raimo Lenschow50% | $60 → $71 | Maintains | Equal-Weight | Get Alert |
| 05/19/2016 | CRM | Buy Now | Salesforce | $274.71 | -67.6% | Raimo Lenschow50% | $88 → $89 | Maintains | Overweight | Get Alert |
| 05/12/2016 | CRM | Buy Now | Salesforce | $274.71 | -67.97% | Raimo Lenschow50% | $72 → $88 | Maintains | Overweight | Get Alert |
| 02/25/2016 | CRM | Buy Now | Salesforce | $274.71 | -73.79% | Raimo Lenschow50% | $67 → $72 | Maintains | Overweight | Get Alert |
| 02/19/2016 | WDAY | Buy Now | Workday | $252.72 | -76.26% | Raimo Lenschow50% | $50 → $60 | Maintains | Equal-Weight | Get Alert |
| 02/10/2016 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow50% | $67 → $59 | Maintains | Overweight | Get Alert |
| 02/10/2016 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $65 → $45 | Maintains | Equal-Weight | Get Alert |
| 02/10/2016 | NOW | Buy Now | ServiceNow | $1.03K | -93.91% | Raimo Lenschow50% | $93 → $63 | Maintains | Overweight | Get Alert |
| 02/10/2016 | FIVN | Buy Now | Five9 | $29.53 | -72.91% | Raimo Lenschow50% | $11 → $8 | Maintains | Overweight | Get Alert |
| 02/10/2016 | LOGM | Buy Now | LogMeIn | — | — | Raimo Lenschow50% | $67 → $45 | Maintains | Underweight | Get Alert |
| 02/10/2016 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow50% | $23 → $19 | Maintains | Overweight | Get Alert |
| 02/10/2016 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow50% | $33 → $26 | Maintains | Underweight | Get Alert |
| 02/10/2016 | CRM | Buy Now | Salesforce | $274.71 | -75.61% | Raimo Lenschow50% | $90 → $67 | Maintains | Overweight | Get Alert |
| 02/10/2016 | WDAY | Buy Now | Workday | $252.72 | -80.22% | Raimo Lenschow50% | $80 → $50 | Maintains | Equal-Weight | Get Alert |
| 02/05/2016 | DATA | Buy Now | Tableau Software | — | — | Raimo Lenschow50% | $110 → $67 | Maintains | Overweight | Get Alert |
| 02/04/2016 | HDP | Buy Now | Hortonworks | — | — | Raimo Lenschow50% | $33 → $23 | Maintains | Overweight | Get Alert |
| 01/12/2016 | CA | Buy Now | CA | $24.34 | 35.58% | Raimo Lenschow50% | → $33 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/06/2016 | SAP | Buy Now | SAP | $310.61 | -65.23% | Raimo Lenschow50% | $91 → $108 | Maintains | Overweight | Get Alert |
| 01/06/2016 | FIVN | Buy Now | Five9 | $29.53 | -62.76% | Raimo Lenschow50% | $7 → $11 | Maintains | Overweight | Get Alert |
| 01/06/2016 | SPLK | Buy Now | Splunk | — | — | Raimo Lenschow50% | $72 → $65 | Maintains | Equal-Weight | Get Alert |
| 01/06/2016 | WDAY | Buy Now | Workday | $252.72 | -68.34% | Raimo Lenschow50% | $84 → $80 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/06/2016 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow50% | $40 → $33 | Downgrade | Overweight → Underweight | Get Alert |
| 12/18/2015 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow50% | $85 → $90 | Maintains | Overweight | Get Alert |
| 11/20/2015 | INTU | Buy Now | Intuit | $771.58 | -86.13% | Raimo Lenschow50% | $105 → $107 | Maintains | Overweight | Get Alert |
| 11/19/2015 | CRM | Buy Now | Salesforce | $274.71 | -67.24% | Raimo Lenschow50% | $87 → $90 | Maintains | Overweight | Get Alert |
| 11/18/2015 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow50% | $82 → $88 | Maintains | Overweight | Get Alert |
| 11/10/2015 | CRM | Buy Now | Salesforce | $274.71 | -68.33% | Raimo Lenschow50% | $80 → $87 | Maintains | Overweight | Get Alert |
| 10/22/2015 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow50% | $78 → $82 | Maintains | Outperform | Get Alert |
| 09/10/2015 | INTU | Buy Now | Intuit | $771.58 | -86.39% | Raimo Lenschow50% | $102 → $105 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 08/27/2015 | WDAY | Buy Now | Workday | $252.72 | -67.55% | Raimo Lenschow50% | $100 → $82 | Maintains | Overweight | Get Alert |
| 08/21/2015 | CRM | Buy Now | Salesforce | $274.71 | -70.88% | Raimo Lenschow50% | $79 → $80 | Maintains | Overweight | Get Alert |
| 08/21/2015 | INTU | Buy Now | Intuit | $771.58 | -86.78% | Raimo Lenschow50% | $105 → $102 | Maintains | Equal-Weight | Get Alert |
| 08/07/2015 | CSOD | Buy Now | Cornerstone OnDemand | — | — | Raimo Lenschow50% | $39 → $40 | Maintains | Overweight | Get Alert |
| 07/29/2015 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow50% | $74 → $78 | Maintains | Overweight | Get Alert |
| 07/22/2015 | VMW | Buy Now | VMware | — | — | Raimo Lenschow50% | $100 → $97 | Maintains | Overweight | Get Alert |
| 07/22/2015 | SAP | Buy Now | SAP | $310.61 | -71.67% | Raimo Lenschow50% | $89 → $88 | Maintains | Overweight | Get Alert |
| 06/19/2015 | SAP | Buy Now | SAP | $310.61 | -71.35% | Raimo Lenschow50% | $85 → $89 | Maintains | Overweight | Get Alert |
| 06/19/2015 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow50% | $84 → $85 | Maintains | Overweight | Get Alert |
| 06/12/2015 | CTXS | Buy Now | Citrix Systems | — | — | Raimo Lenschow50% | $68 → $74 | Maintains | Overweight | Get Alert |
| 06/11/2015 | RHT | Buy Now | Red Hat Inc Com | — | — | Raimo Lenschow50% | $79 → $84 | Maintains | Overweight | Get Alert |
