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, Q1 2022
Institutional positions in Q2 Holdings, Inc. as of Mar 31, 2022. 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
- 233
- +4 vs. Q4 2021
- Shares held
- 60.0M
- −1.73M (−2.8%) vs. Q4 2021
- Total value
- $3.70B
- −$1.20B (−24.5%) vs. Q4 2021
- New holders
- 34
- 84 more added
- Sold out
- 30
- 83 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Q2 Holdings, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 3 | $0 | 0.00% | −59−95.2% | Reduced |
| Central Trust Co | 6 | $0 | 0.00% | +6 | New |
| Glassman Wealth Services | 10 | $1.00K | 0.00% | −26−72.2% | Reduced |
| Bellevue Asset Management, LLC | 20 | $1.00K | 0.00% | −4−16.7% | Reduced |
| Tarbox Family Office, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 21 | $1.00K | 0.00% | +21 | New |
| Providence Capital Advisors, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Lloyd Advisory Services, LLC. | 14 | $1.00K | 0.00% | +14 | New |
| Koshinski Asset Management, Inc. | 18 | $1.11K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 43 | $3.00K | 0.00% | −4−8.5% | Reduced |
| Washington Trust Advisors, Inc. | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 46 | $3.00K | 0.00% | +28+155.6% | Added |
| Massmutual Trust Co FSB | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 68 | $4.00K | 0.00% | +18+36.0% | Added |
| Elequin Capital LP | 69 | $4.00K | 0.00% | +69 | New |
| TCWP LLC | 66 | $4.00K | 0.00% | +66 | New |
| Rockefeller Capital Management L.P. | 91 | $5.00K | 0.00% | −68−42.8% | Reduced |
| EverSource Wealth Advisors, LLC | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $6.00K | 0.01% | −200−66.7% | Reduced |
| Ellevest, Inc. | 94 | $6.00K | 0.00% | −122−56.5% | Reduced |
| Covestor Ltd | 148 | $9.00K | 0.01% | +65+78.3% | Added |
| FinTrust Capital Advisors, LLC | 170 | $10.0K | 0.00% | +9+5.6% | Added |
| Concord Wealth Partners | 183 | $11.0K | 0.00% | −14−7.1% | Reduced |
| PYA Waltman Capital, LLC | 173 | $11.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 217 | $13.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 250 | $15.0K | 0.00% | +250 | New |
| Captrust Financial Advisors | 264 | $16.0K | 0.00% | −1,010−79.3% | Reduced |
| Steward Financial Group LLC | 300 | $18.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 300 | $18.5K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 314 | $19.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 400 | $24.0K | 0.00% | +286+250.9% | Added |
| Johnson Financial Group, Inc. | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 492 | $30.0K | 0.00% | −586−54.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 499 | $30.7K | 0.00% | +499 | New |
| Richelieu Gestion PLC | 547 | $34.0K | 0.03% | +547 | New |
| Signaturefd, LLC | 572 | $35.0K | 0.00% | −260−31.3% | Reduced |
| FourThought Financial, LLC | 591 | $36.0K | 0.00% | +88+17.5% | Added |
| Quadrant Capital Group LLC | 688 | $42.0K | 0.01% | −22−3.1% | Reduced |
| Harbor Investment Advisory, LLC | 744 | $46.0K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 800 | $49.0K | 0.00% | +800 | New |
| Fifth Third Bancorp | 815 | $50.0K | 0.00% | +230+39.3% | Added |
| First Horizon Advisors, Inc. | 844 | $52.0K | 0.00% | −219−20.6% | Reduced |
| Lazard Asset Management LLC | 990 | $61.0K | 0.00% | −105−9.6% | Reduced |
| Asset Management One Co.,Ltd. | 1,089 | $67.0K | 0.00% | −1,094−50.1% | Reduced |
| Shell Asset Management Co | 1,228 | $76.0K | 0.00% | −200−14.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,350 | $83.0K | 0.00% | +610+82.4% | Added |
| STRS Ohio | 1,500 | $92.0K | 0.00% | −2,600−63.4% | Reduced |
| Parallel Advisors, LLC | 1,690 | $104.0K | 0.00% | −112−6.2% | Reduced |
| State of Wyoming | 1,795 | $111.0K | 0.06% | +311+21.0% | Added |
| Tortoise Index Solutions, LLC | 2,085 | $129.0K | 0.02% | +226+12.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,497 | $154.0K | 0.00% | +295+13.4% | Added |
| Tower Research Capital LLC (TRC) | 2,664 | $164.0K | 0.00% | +2,324+683.5% | Added |
| Natixis Investment Managers International | 2,838 | $174.0K | 0.00% | +1,272+81.2% | Added |
| First Bank & Trust | 2,902 | $179.0K | 0.06% | +280+10.7% | Added |
| Aaron Wealth Advisors | 11,960 | $194.0K | 0.00% | +11,960 | New |
| Schonfeld Strategic Advisors LLC | 3,300 | $204.0K | 0.00% | +3,300 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,330 | $205.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,436 | $211.8K | 0.01% | −10,226−74.8% | Reduced |
| Lindenwold Advisors | 3,486 | $215.0K | 0.13% | +3,486 | New |
| CenterBook Partners LP | 3,553 | $219.0K | 0.08% | +3,553 | New |
| Henshaw Capital LLC | 3,820 | $235.5K | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 3,824 | $236.0K | 0.03% | +3,824 | New |
| Advisor Group Holdings, Inc. | 3,957 | $244.0K | 0.00% | +108+2.8% | Added |
| Assenagon Asset Management S.A. | 4,169 | $257.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,172 | $257.0K | 0.01% | +4,172 | New |
| Raymond James Trust N.A. | 4,186 | $258.0K | 0.01% | +855+25.7% | Added |
| Marshall Wace, LLP | 4,221 | $261.0K | 0.00% | +4,221 | New |
| Ameritas Investment Partners, Inc. | 4,288 | $264.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 4,300 | $265.0K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,337 | $267.0K | 0.00% | +80+1.9% | Added |
| FORA Capital, LLC | 4,468 | $274.0K | 0.05% | +4,468 | New |
| Blueshift Asset Management, LLC | 4,780 | $295.0K | 0.03% | +4,780 | New |
| Stonnington Group, LLC | 5,652 | $325.0K | 0.08% | −11,487−67.0% | Reduced |
| Prudential Financial Inc | 5,527 | $340.0K | 0.00% | +296+5.7% | Added |
| Silvercrest Asset Management Group LLC | 5,637 | $348.0K | 0.00% | +315+5.9% | Added |
| ExodusPoint Capital Management, LP | 5,650 | $348.0K | 0.01% | +5,650 | New |
| UBS Group AG | 5,781 | $357.0K | 0.00% | −10,377−64.2% | Reduced |
| Paloma Partners Management Co | 5,853 | $361.0K | 0.03% | +5,853 | New |
| Handelsbanken Fonder AB | 6,016 | $371.0K | 0.00% | −4,200−41.1% | Reduced |
| SG Americas Securities, LLC | 6,223 | $384.0K | 0.00% | −54,544−89.8% | Reduced |
| Connacht Asset Management LP | 6,255 | $386.0K | 0.57% | −1,437−18.7% | Reduced |
| Arcus Capital Partners, LLC | 6,328 | $390.0K | 0.14% | 00.0% | Unchanged |
| Citadel Advisors LLC | 6,385 | $394.0K | 0.00% | +1,039+19.4% | Added |
| Claro Advisors LLC | 4,990 | $396.0K | 0.14% | 00.0% | Unchanged |
| Pendal Group Limited | 6,507 | $401.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,563 | $404.6K | 0.00% | −5,535−45.8% | Reduced |
| Crossmark Global Holdings, Inc. | 6,705 | $413.0K | 0.01% | +2,890+75.8% | Added |
| Engineers Gate Manager LP | 6,701 | $413.0K | 0.02% | +6,701 | New |
| Campbell & CO Investment Adviser LLC | 6,841 | $422.0K | 0.11% | +6,841 | New |
| Graham Capital Management, L.P. | 7,041 | $434.0K | 0.02% | +4,380+164.6% | Added |
| Mirador Capital Partners LP | 7,083 | $437.0K | 0.09% | −292−4.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,426 | $458.0K | 0.00% | −1,048−12.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,495 | $462.0K | 0.00% | +7,495 | New |
| Jeneq Management, LP | 7,700 | $475.0K | 0.12% | +7,700 | New |
| PEAK6 Investments LLC | 7,773 | $479.0K | 0.01% | +1,281+19.7% | Added |
| Washington Capital Management Inc | 8,900 | $548.7K | 0.45% | +2,200+32.8% | Added |
| AQR Capital Management LLC | 8,915 | $550.0K | 0.00% | −1,551−14.8% | Reduced |
| Amalgamated Bank | 8,951 | $552.0K | 0.00% | −672−7.0% | Reduced |
| Amalgamated Financial Corp. | 8,951 | $552.0K | 0.00% | +8,951 | New |