Q2 Holdings, Inc.
QTWO- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001410384
In the last 90 days, Q2 Holdings, Inc. insiders filed 0 open-market purchases and 3 sales; 329 institutions reported holding it in 13F filings for Q2 2026, worth $3.18B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Q2 Holdings, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 231
- −2 vs. Q3 2021
- Shares held
- 61.8M
- +1.15M (+1.9%) vs. Q3 2021
- Total value
- $4.91B
- +$44.6M (+0.9%) vs. Q3 2021
- New holders
- 30
- 88 more added
- Sold out
- 32
- 84 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting QTWO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 329 | $3.18B |
| Q1 2026 | 350 | $2.99B |
| Q4 2025 | 349 | $4.80B |
| Q3 2025 | 327 | $4.81B |
| Q2 2025 | 327 | $6.03B |
| Q1 2025 | 337 | $5.21B |
| Q4 2024 | 336 | $6.28B |
| Q3 2024 | 295 | $5.01B |
| Q2 2024 | 274 | $3.75B |
| Q1 2024 | 254 | $3.27B |
| Q4 2023 | 234 | $2.60B |
| Q3 2023 | 207 | $1.91B |
| Q2 2023 | 207 | $1.84B |
| Q1 2023 | 203 | $1.42B |
| Q4 2022 | 205 | $1.55B |
| Q3 2022 | 209 | $1.90B |
| Q2 2022 | 218 | $2.31B |
| Q1 2022 | 233 | $3.70B |
| Q4 2021 | 231 | $4.91B |
| Q3 2021 | 237 | $4.86B |
| Q2 2021 | 239 | $6.16B |
| Q1 2021 | 266 | $6.13B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Q2 Holdings, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 6 | $0 | 0.00% | +6 | New |
| Snowden Capital Advisors LLC | 5 | $0 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 14 | $1.00K | 0.00% | −21−60.0% | Reduced |
| Tarbox Family Office, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 12 | $1.00K | 0.00% | +3+33.3% | Added |
| SRS Capital Advisors, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| IFP Advisors, Inc | 14 | $1.00K | 0.00% | +14 | New |
| Koshinski Asset Management, Inc. | 18 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 24 | $2.00K | 0.00% | −1−4.0% | Reduced |
| West Paces Advisors Inc. | 29 | $2.30K | 0.00% | +3+11.5% | Added |
| Glassman Wealth Services | 36 | $3.00K | 0.00% | +36 | New |
| Allworth Financial LP | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 47 | $4.00K | 0.00% | +47 | New |
| Washington Trust Advisors, Inc. | 51 | $4.00K | 0.00% | +51 | New |
| Massmutual Trust Co FSB | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 62 | $5.00K | 0.00% | −4−6.1% | Reduced |
| EverSource Wealth Advisors, LLC | 80 | $6.00K | 0.00% | +80 | New |
| Covestor Ltd | 83 | $7.00K | 0.01% | +83 | New |
| The PNC Financial Services Group, Inc. | 114 | $9.00K | 0.00% | −64−36.0% | Reduced |
| Harbour Investments, Inc. | 120 | $10.0K | 0.00% | −420−77.8% | Reduced |
| Rockefeller Capital Management L.P. | 159 | $12.0K | 0.00% | +159 | New |
| TCI Wealth Advisors, Inc. | 166 | $13.0K | 0.00% | +47+39.5% | Added |
| FinTrust Capital Advisors, LLC | 161 | $13.0K | 0.00% | +46+40.0% | Added |
| PYA Waltman Capital, LLC | 173 | $14.0K | 0.01% | +173 | New |
| Manchester Capital Management LLC | 184 | $15.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 197 | $16.0K | 0.00% | +112+131.8% | Added |
| HM Payson & Co | 217 | $17.0K | 0.00% | −45−17.2% | Reduced |
| Ellevest, Inc. | 216 | $17.0K | 0.00% | +216 | New |
| FMR LLC | 279 | $22.0K | 0.00% | −1−0.4% | Reduced |
| Steward Financial Group LLC | 300 | $23.0K | 0.02% | +300 | New |
| Financial Perspectives, Inc | 300 | $23.8K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 300 | $24.0K | 0.00% | +300 | New |
| Aquatic Capital Management LLC | 300 | $24.0K | 0.05% | +300 | New |
| American Portfolios Advisors | 313 | $24.9K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 314 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 340 | $27.0K | 0.00% | −10,908−97.0% | Reduced |
| Johnson Financial Group, Inc. | 400 | $32.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 503 | $40.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 585 | $46.0K | 0.00% | +272+86.9% | Added |
| Nisa Investment Advisors, LLC | 740 | $48.0K | 0.00% | −660−47.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 649 | $51.0K | 0.02% | +649 | New |
| Point72 Hong Kong Ltd | 639 | $51.0K | 0.00% | +639 | New |
| Quadrant Capital Group LLC | 710 | $56.0K | 0.01% | +281+65.5% | Added |
| Harbor Investment Advisory, LLC | 744 | $59.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 832 | $66.0K | 0.00% | +725+677.6% | Added |
| First Horizon Advisors, Inc. | 1,063 | $84.0K | 0.00% | −73−6.4% | Reduced |
| Lazard Asset Management LLC | 1,095 | $86.0K | 0.00% | +52+5.0% | Added |
| Lindbrook Capital, LLC | 1,078 | $86.0K | 0.01% | +1,078 | New |
| Captrust Financial Advisors | 1,274 | $101.0K | 0.00% | −10−0.8% | Reduced |
| Shell Asset Management Co | 1,428 | $113.0K | 0.00% | −30−2.1% | Reduced |
| State of Wyoming | 1,484 | $118.0K | 0.05% | +93+6.7% | Added |
| Natixis Investment Managers International | 1,566 | $124.0K | 0.01% | −110−6.6% | Reduced |
| Parallel Advisors, LLC | 1,802 | $143.0K | 0.01% | +287+18.9% | Added |
| Tortoise Index Solutions, LLC | 1,859 | $148.0K | 0.03% | +67+3.7% | Added |
| Asset Management One Co.,Ltd. | 2,183 | $171.0K | 0.00% | −140−6.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,202 | $179.0K | 0.00% | −233−9.6% | Reduced |
| Xponance, Inc. | 2,578 | $205.0K | 0.00% | +9+0.4% | Added |
| First Bank & Trust | 2,622 | $209.0K | 0.09% | +385+17.2% | Added |
| Graham Capital Management, L.P. | 2,661 | $211.0K | 0.01% | +2,661 | New |
| Dark Forest Capital Management LP | 2,839 | $226.0K | 0.08% | +2,577+983.6% | Added |
| Mackenzie Financial Corp | 2,956 | $235.0K | 0.00% | −255−7.9% | Reduced |
| Schroder Investment Management Group | 3,021 | $240.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 3,200 | $254.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,331 | $264.0K | 0.01% | +733+28.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,330 | $265.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 3,719 | $295.0K | 0.00% | −2,925−44.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,815 | $303.0K | 0.01% | +3,815 | New |
| Henshaw Capital LLC | 3,820 | $303.5K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,849 | $307.0K | 0.00% | +176+4.8% | Added |
| Renaissance Technologies LLC | 4,000 | $318.0K | 0.00% | −39,800−90.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 4,000 | $318.0K | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 4,040 | $321.0K | 0.00% | +427+11.8% | Added |
| GWM Advisors LLC | 4,057 | $322.0K | 0.00% | +4,057 | New |
| STRS Ohio | 4,100 | $325.0K | 0.00% | −400−8.9% | Reduced |
| Assenagon Asset Management S.A. | 4,169 | $331.0K | 0.00% | +4,169 | New |
| Blair William & Co | 4,215 | $335.0K | 0.00% | −1,360−24.4% | Reduced |
| Los Angeles Capital Management LLC | 4,257 | $338.0K | 0.00% | −33−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,288 | $341.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 4,300 | $342.0K | 0.04% | −27−0.6% | Reduced |
| Calton & Associates, Inc. | 4,335 | $344.0K | 0.09% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,852 | $385.0K | 0.00% | −2,806−36.6% | Reduced |
| Claro Advisors LLC | 4,990 | $396.0K | 0.14% | −2,000−28.6% | Reduced |
| Silvercrest Asset Management Group LLC | 5,322 | $423.0K | 0.00% | +524+10.9% | Added |
| Citadel Advisors LLC | 5,346 | $425.0K | 0.00% | −13,352−71.4% | Reduced |
| D L Carlson Investment Group Inc | 5,468 | $434.0K | 0.07% | −153−2.7% | Reduced |
| Glenmede Trust Co NA | 5,659 | $449.0K | 0.00% | +1,420+33.5% | Added |
| Prudential Financial Inc | 5,231 | $456.0K | 0.00% | −705−11.9% | Reduced |
| TownSquare Capital, LLC | 5,857 | $465.0K | 0.01% | +2,713+86.3% | Added |
| Dynamic Technology Lab Private Ltd | 5,949 | $473.0K | 0.05% | +3,089+108.0% | Added |
| Arcus Capital Partners, LLC | 6,328 | $503.0K | 0.17% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,450 | $513.0K | 0.00% | −381−5.6% | Reduced |
| PEAK6 Investments LLC | 6,492 | $516.0K | 0.01% | −5,257−44.7% | Reduced |
| Pendal Group Limited | 6,507 | $517.0K | 0.00% | +123+1.9% | Added |
| Washington Capital Management Inc | 6,700 | $532.2K | 0.43% | +900+15.5% | Added |
| Mirador Capital Partners LP | 7,375 | $586.0K | 0.12% | +7,375 | New |
| Susquehanna International Group, LLP | 7,523 | $598.0K | 0.00% | −3,814−33.6% | Reduced |
| Connacht Asset Management LP | 7,692 | $611.0K | 0.70% | +3,699+92.6% | Added |
| Azzad Asset Management Inc | 7,925 | $629.6K | 0.08% | +2,314+41.2% | Added |
| Jefferies Group LLC | 7,935 | $630.4K | 0.01% | +7,935 | New |
| Truist Financial Corp | 8,329 | $662.0K | 0.00% | +261+3.2% | Added |