SECONDARIES TRACK RECORD - SUMMARY OF LAST 20 PERFORMANCE

IPO Boutique
BUY rated
Secondaries
Issue PriceFirst Day
Open
First Day
High
% Gain
Issue vs.
Open
% Gain
Issue vs.
High
View All 2024 Secondaries$ 39.55$ 41.08$ 42.44.46%8.43%




We rate Secondaries as BUY - NEUTRAL - AVOID.

The above chart includes only our BUY recommendations. The last 20 are shown to represent the effect of our BUY ratings in the current Secondaries market on their first closing day of debut.



The Last 20 BUY rated SecondariesTickerIssuedIssue
Price
First Day
Open
First Day
High
% Gain
Issue vs.
Open
% Gain
Issue vs.
High
Associated Banc-Corp ASBC 11/16 25.00 26.44 26.63 5.8% 6.5%
Kodiak Gas Services, Inc. KGS 11/15 34.50 35.34 36.60 2.4% 6.1%
OneStream Inc. OS 11/15 31.00 31.95 32.72 3.1% 5.5%
Zai Lab Limited ZLAB 11/15 25.50 29.00 29.20 13.7% 14.5%
89Bio Inc ETNB 11/13 8.50 9.10 10.01 7.1% 17.8%
Grid Dynamics, Inc. GDYN 11/13 17.25 18.24 18.73 5.7% 8.6%
V2X, Inc. VVX 11/13 61.00 62.75 62.75 2.9% 2.9%
Kura Sushi USA, Inc. KRUS 11/12 85.00 88.86 92.92 4.5% 9.3%
GE Healthcare Technologies Inc. - BLOCK GEHC 11/08 88.33 88.80 89.11 0.5% 0.9%
Travere Therapeutics, Inc. TVTX 11/08 16.00 17.66 19.93 10.4% 24.6%
Valley National Bancorp VLY 11/08 9.35 9.69 10.04 3.6% 7.4%
Camping World Holdings - BLOCK CWH 10/31 20.50 20.90 21.22 2% 3.5%
CareTrust REIT, Inc. CTRE 10/31 32.00 32.50 33.10 1.6% 3.4%
Harmony Biosciences Holdings, Inc. HRMY 10/31 31.00 31.26 33.65 0.8% 8.5%
EyePoint Pharmaceuticals, Inc. EYPT 10/30 11.00 11.41 12.36 3.7% 12.4%
PROCEPT BioRobotics Corp PRCT 10/30 91.00 97.00 99.34 6.6% 9.2%
Thryv Holdings, Inc. THRY 10/30 14.00 15.05 15.50 7.5% 10.7%
Vera Therapeutics, Inc. VERA 10/30 42.00 42.72 42.85 1.7% 2%
Boeing Inc. BA 10/29 143.00 147.86 155.99 3.4% 9.1%
Joby Aviation, Inc. JOBY 10/26 5.05 5.16 5.34 2.2% 5.7%

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