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 2022
Institutional positions in Q2 Holdings, Inc. as of Dec 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
- 205
- −2 vs. Q3 2022
- Shares held
- 57.5M
- −1.34M (−2.3%) vs. Q3 2022
- Total value
- $1.55B
- −$350.7M (−18.5%) vs. Q3 2022
- New holders
- 27
- 90 more added
- Sold out
- 29
- 63 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Q2 Holdings, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 18 | $0 | 0.00% | −214−92.2% | Reduced |
| Covestor Ltd | 5 | $0 | 0.00% | −2−28.6% | Reduced |
| Massmutual Trust Co FSB | 11 | $0 | 0.00% | +11 | New |
| Farther Finance Advisors, LLC | 4 | $107 | 0.00% | +4 | New |
| Institutional & Family Asset Management, LLC | 16 | $430 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17 | $457 | 0.00% | +17 | New |
| Baker Avenue Asset Management, LP | 36 | $967 | 0.00% | +36 | New |
| Capital Advisors, Ltd. LLC | 30 | $1.00K | 0.00% | −16−34.8% | Reduced |
| MBM Wealth Consultants, LLC | 37 | $1.00K | 0.00% | +37 | New |
| Glassman Wealth Services | 46 | $1.24K | 0.00% | +36+360.0% | Added |
| Washington Trust Advisors, Inc. | 51 | $1.37K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 56 | $1.50K | 0.00% | +31+124.0% | Added |
| Harbour Investments, Inc. | 60 | $1.61K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 66 | $1.77K | 0.00% | +66 | New |
| Ellevest, Inc. | 70 | $1.88K | 0.00% | +63+900.0% | Added |
| FinTrust Capital Advisors, LLC | 74 | $1.99K | 0.00% | −188−71.8% | Reduced |
| Bell Investment Advisors, Inc | 156 | $4.19K | 0.00% | +156 | New |
| First Horizon Advisors, Inc. | 214 | $5.75K | 0.00% | −199−48.2% | Reduced |
| HM Payson & Co | 217 | $5.83K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 215 | $6.00K | 0.00% | +41+23.6% | Added |
| Dark Forest Capital Management LP | 282 | $7.58K | 0.00% | +175+163.6% | Added |
| Tower Research Capital LLC (TRC) | 318 | $8.00K | 0.00% | −5,740−94.8% | Reduced |
| Steward Financial Group LLC | 300 | $8.00K | 0.00% | +300 | New |
| Financial Perspectives, Inc | 300 | $8.06K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 311 | $8.36K | 0.01% | +311 | New |
| Johnson Financial Group, Inc. | 400 | $10.7K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 438 | $11.8K | 0.00% | +172+64.7% | Added |
| EverSource Wealth Advisors, LLC | 467 | $12.5K | 0.00% | +467 | New |
| Riverview Trust Co | 483 | $13.0K | 0.01% | +483 | New |
| GWM Advisors LLC | 497 | $13.4K | 0.00% | +497 | New |
| The PNC Financial Services Group, Inc. | 536 | $14.4K | 0.00% | −431−44.6% | Reduced |
| Richelieu Gestion PLC | 547 | $15.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 560 | $15.0K | 0.00% | +510+1,020.0% | Added |
| Lazard Asset Management LLC | 655 | $17.0K | 0.00% | −666−50.4% | Reduced |
| Fifth Third Bancorp | 659 | $17.7K | 0.00% | −77−10.5% | Reduced |
| Lindbrook Capital, LLC | 668 | $17.9K | 0.00% | +111+19.9% | Added |
| Nisa Investment Advisors, LLC | 686 | $18.0K | 0.00% | −1,331−66.0% | Reduced |
| Canada Pension Plan Investment Board | 800 | $21.5K | 0.00% | 00.0% | Unchanged |
| Verde Servicos Internacionais S.A. | 850 | $23.0K | 0.01% | −9,498−91.8% | Reduced |
| CWM, LLC | 911 | $24.0K | 0.00% | +697+325.7% | Added |
| Shell Asset Management Co | 937 | $25.0K | 0.00% | −181−16.2% | Reduced |
| Quadrant Capital Group LLC | 1,191 | $32.0K | 0.00% | +759+175.7% | Added |
| Harbor Investment Advisory, LLC | 1,427 | $38.3K | 0.01% | +310+27.8% | Added |
| Simplex Trading, LLC | 1,566 | $42.0K | 0.00% | +1,566 | New |
| Parallel Advisors, LLC | 1,704 | $45.8K | 0.00% | +229+15.5% | Added |
| Accel Wealth Management | 2,000 | $53.7K | 0.03% | +2,000 | New |
| Asset Management One Co.,Ltd. | 2,176 | $57.4K | 0.00% | +652+42.8% | Added |
| Natixis Investment Managers International | 2,189 | $58.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,427 | $65.2K | 0.02% | −970−28.6% | Reduced |
| Aquatic Capital Management LLC | 2,500 | $67.0K | 0.00% | −1,500−37.5% | Reduced |
| Stephens Inc | 2,506 | $67.3K | 0.00% | −297−10.6% | Reduced |
| Signaturefd, LLC | 3,106 | $83.5K | 0.00% | +2,937+1,737.9% | Added |
| Essex Investment Management Co LLC | 3,199 | $86.0K | 0.01% | −3,400−51.5% | Reduced |
| Metropolitan Life Insurance Co | 3,436 | $92.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,930 | $105.6K | 0.00% | +2,969+308.9% | Added |
| Advisor Group Holdings, Inc. | 4,862 | $130.0K | 0.00% | −1,006−17.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,288 | $141.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5,939 | $159.6K | 0.01% | +1,000+20.2% | Added |
| UBS Group AG | 5,974 | $160.5K | 0.00% | +1,773+42.2% | Added |
| Arcus Capital Partners, LLC | 6,328 | $170.0K | 0.07% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,406 | $174.1K | 0.00% | +2,289+55.6% | Added |
| SG Americas Securities, LLC | 7,268 | $195.0K | 0.00% | −6,801−48.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,316 | $196.6K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,449 | $200.0K | 0.00% | +621+9.1% | Added |
| ProShare Advisors LLC | 7,454 | $200.3K | 0.00% | +1,087+17.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,948 | $213.6K | 0.01% | +7,948 | New |
| Renaissance Technologies LLC | 8,000 | $215.0K | 0.00% | −17,000−68.0% | Reduced |
| Citigroup Inc | 8,422 | $226.3K | 0.00% | +713+9.2% | Added |
| Aristides Capital LLC | 8,432 | $226.6K | 0.14% | +8,432 | New |
| CWM Advisors, LLC | 8,788 | $236.1K | 0.03% | +2,391+37.4% | Added |
| Prudential Financial Inc | 8,861 | $238.1K | 0.00% | +1,275+16.8% | Added |
| Glenmede Trust Co NA | 8,989 | $241.5K | 0.00% | −70−0.8% | Reduced |
| Amalgamated Bank | 8,992 | $242.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 9,999 | $268.7K | 0.06% | +9,999 | New |
| Two Sigma Advisers, LP | 10,000 | $268.7K | 0.00% | +10,000 | New |
| TownSquare Capital, LLC | 10,241 | $275.2K | 0.01% | +10,241 | New |
| RBF Capital, LLC | 10,460 | $281.0K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,743 | $288.6K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 11,152 | $299.7K | 0.00% | −3,160−22.1% | Reduced |
| Connacht Asset Management LP | 12,049 | $323.8K | 0.65% | +2,845+30.9% | Added |
| Wells Fargo & Company | 12,198 | $327.8K | 0.00% | −6,101−33.3% | Reduced |
| Amundi | 11,362 | $343.5K | 0.00% | −619−5.2% | Reduced |
| Natixis Advisors, L.P. | 13,063 | $351.0K | 0.00% | +2,102+19.2% | Added |
| BNP Paribas Arbitrage, SA | 13,518 | $363.2K | 0.00% | −7,608−36.0% | Reduced |
| First Republic Investment Management, Inc. | 15,545 | $417.7K | 0.00% | −2,436−13.5% | Reduced |
| LPL Financial LLC | 15,932 | $428.1K | 0.00% | +11+0.1% | Added |
| Washington Capital Management Inc | 16,100 | $432.6K | 0.40% | +3,400+26.8% | Added |
| Arizona State Retirement System | 16,172 | $434.5K | 0.00% | +628+4.0% | Added |
| Diversified Trust Co | 16,289 | $438.0K | 0.02% | −991−5.7% | Reduced |
| DekaBank Deutsche Girozentrale | 17,000 | $446.0K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 18,839 | $506.2K | 0.09% | +6,064+47.5% | Added |
| State Board of Administration of Florida Retirement System | 20,341 | $546.6K | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 20,748 | $557.5K | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 21,537 | $578.7K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 21,750 | $585.0K | 0.06% | −9,500−30.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 21,890 | $588.0K | 0.00% | +21,890 | New |
| Holocene Advisors, LP | 22,323 | $599.8K | 0.00% | −25,700−53.5% | Reduced |
| Manufacturers Life Insurance Company, The | 22,596 | $607.2K | 0.00% | +342+1.5% | Added |
| Principal Financial Group Inc | 22,871 | $614.5K | 0.00% | +14,738+181.2% | Added |
| Oppenheimer Asset Management Inc. | 23,280 | $625.5K | 0.01% | −2,743−10.5% | Reduced |