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 2023
Institutional positions in Q2 Holdings, Inc. as of Dec 31, 2023. 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
- 234
- +29 vs. Q3 2023
- Shares held
- 59.9M
- +663.8K (+1.1%) vs. Q3 2023
- Total value
- $2.60B
- +$687.1M (+35.9%) vs. Q3 2023
- New holders
- 47
- 75 more added
- Sold out
- 18
- 75 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Q2 Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $434 | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 18 | $763 | 0.00% | +18 | New |
| GAMMA Investing LLC | 18 | $766 | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 19 | $825 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20 | $868 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 28 | $1.00K | 0.00% | +10+55.6% | Added |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | +40 | New |
| Central Trust Co | 28 | $1.22K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 32 | $1.39K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 32 | $1.39K | 0.00% | +32 | New |
| Manchester Capital Management LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 50 | $2.17K | 0.00% | −4−7.4% | Reduced |
| Stone House Investment Management, LLC | 50 | $2.17K | 0.00% | +50 | New |
| Washington Trust Advisors, Inc. | 51 | $2.21K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 53 | $2.30K | 0.00% | +53 | New |
| SYSTM Wealth Solutions LLC | 68 | $2.95K | 0.00% | +68 | New |
| Beacon Capital Management, LLC | 100 | $3.23K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 79 | $3.43K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 81 | $3.52K | 0.00% | +81 | New |
| Private Wealth Management Group, LLC | 121 | $5.25K | 0.00% | +121 | New |
| Quarry LP | 161 | $6.99K | 0.00% | −844−84.0% | Reduced |
| Private Trust Co NA | 170 | $7.38K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 170 | $7.38K | 0.01% | +170 | New |
| HM Payson & Co | 217 | $9.42K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 221 | $10.0K | 0.00% | +27+13.9% | Added |
| The PNC Financial Services Group, Inc. | 246 | $10.7K | 0.00% | −39−13.7% | Reduced |
| Financial Perspectives, Inc | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 425 | $18.4K | 0.00% | +71+20.1% | Added |
| NBC Securities, Inc. | 488 | $21.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 613 | $26.6K | 0.00% | +374+156.5% | Added |
| Quadrant Capital Group LLC | 664 | $28.8K | 0.00% | +175+35.8% | Added |
| Canada Pension Plan Investment Board | 800 | $34.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 812 | $35.2K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 837 | $36.3K | 0.23% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,000 | $43.4K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,119 | $48.6K | 0.01% | +738+193.7% | Added |
| RiverPark Advisors, LLC | 1,332 | $57.8K | 0.05% | +963+261.0% | Added |
| Nisa Investment Advisors, LLC | 1,816 | $78.8K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,601 | $112.9K | 0.02% | −1,279−33.0% | Reduced |
| Advisor Group Holdings, Inc. | 2,846 | $123.5K | 0.00% | +807+39.6% | Added |
| Metropolitan Life Insurance Co | 3,218 | $139.7K | 0.01% | −173−5.1% | Reduced |
| Shell Asset Management Co | 3,448 | $150.0K | 0.01% | +2,523+272.8% | Added |
| Criterion Capital Advisors, LLC | 3,500 | $151.9K | 0.11% | +3,500 | New |
| Globeflex Capital L P | 3,557 | $154.4K | 0.02% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 3,800 | $165.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,014 | $201.5K | 0.00% | −1,444−22.4% | Reduced |
| Virtus Investment Advisers, Inc. | 4,958 | $215.2K | 0.16% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 5,082 | $220.6K | 0.03% | −1,526−23.1% | Reduced |
| Creative Planning | 5,181 | $224.9K | 0.00% | +5,181 | New |
| Ameritas Investment Partners, Inc. | 5,896 | $255.9K | 0.01% | +237+4.2% | Added |
| Aquatic Capital Management LLC | 5,900 | $256.0K | 0.01% | +5,900 | New |
| Pictet Asset Management Holding SA | 5,958 | $258.6K | 0.00% | +5,958 | New |
| Arcus Capital Partners, LLC | 6,328 | $274.7K | 0.10% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,394 | $278.0K | 0.00% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 6,666 | $294.0K | 0.01% | +6,666 | New |
| Contravisory Investment Management, Inc. | 6,860 | $297.8K | 0.07% | +145+2.2% | Added |
| Engineers Gate Manager LP | 7,122 | $309.2K | 0.01% | −12,472−63.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,353 | $319.2K | 0.03% | +7,353 | New |
| State of Wyoming | 7,750 | $336.4K | 0.06% | −360−4.4% | Reduced |
| Amalgamated Bank | 8,077 | $351.0K | 0.00% | −548−6.4% | Reduced |
| Cim Investment Mangement Inc | 8,675 | $376.6K | 0.12% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 9,255 | $401.8K | 0.02% | +9,255 | New |
| Versor Investments LP | 9,400 | $408.1K | 0.08% | +9,400 | New |
| Qube Research & Technologies Ltd | 9,452 | $410.3K | 0.00% | +9,452 | New |
| Glenmede Trust Co NA | 9,474 | $411.3K | 0.00% | −28−0.3% | Reduced |
| Asset Management One Co.,Ltd. | 9,582 | $423.0K | 0.00% | +7,872+460.4% | Added |
| CWM Advisors, LLC | 10,179 | $441.9K | 0.05% | −774−7.1% | Reduced |
| ProShare Advisors LLC | 10,272 | $445.9K | 0.00% | +2,524+32.6% | Added |
| Trexquant Investment LP | 10,382 | $450.7K | 0.01% | −48,240−82.3% | Reduced |
| Cipher Capital LP | 10,547 | $457.8K | 0.15% | +2,690+34.2% | Added |
| Fox Run Management, L.L.C. | 10,589 | $459.7K | 0.12% | +10,589 | New |
| LPL Financial LLC | 11,043 | $479.4K | 0.00% | −1,090−9.0% | Reduced |
| Stifel Financial Corp | 11,178 | $485.2K | 0.00% | +11,178 | New |
| Centiva Capital, LP | 11,205 | $486.4K | 0.03% | +11,205 | New |
| Quest Partners LLC | 11,643 | $505.4K | 0.11% | +11,643 | New |
| Putnam Investments LLC | 11,908 | $516.9K | 0.00% | −369−3.0% | Reduced |
| Capstone Investment Advisors, LLC | 12,156 | $527.7K | 0.01% | +12,156 | New |
| Citigroup Inc | 12,501 | $542.7K | 0.00% | +7,705+160.7% | Added |
| Foundations Investment Advisors, LLC | 13,100 | $551.1K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,716 | $552.0K | 0.00% | −2,500−16.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,973 | $563.2K | 0.00% | +3,534+37.4% | Added |
| Keybank National Association | 13,073 | $567.5K | 0.00% | +1,400+12.0% | Added |
| Panagora Asset Management Inc | 13,142 | $570.5K | 0.00% | −61−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 13,283 | $576.6K | 0.01% | +12,827+2,812.9% | Added |
| Walleye Trading LLC | 13,459 | $584.3K | 0.01% | +13,190+4,903.3% | Added |
| Los Angeles Capital Management LLC | 13,653 | $592.7K | 0.00% | +6,266+84.8% | Added |
| Diversified Trust Co | 13,670 | $593.4K | 0.02% | +363+2.7% | Added |
| Lazard Asset Management LLC | 13,855 | $600.0K | 0.00% | +11,172+416.4% | Added |
| Russell Investments Group, Ltd. | 13,876 | $602.4K | 0.00% | −3,438−19.9% | Reduced |
| Captrust Financial Advisors | 13,925 | $604.5K | 0.00% | +13,925 | New |
| Y-Intercept (Hong Kong) Ltd | 14,024 | $608.8K | 0.06% | +14,024 | New |
| Cornercap Investment Counsel Inc | 14,168 | $615.0K | 0.10% | −4,626−24.6% | Reduced |
| Legato Capital Management LLC | 14,200 | $616.4K | 0.08% | +5,885+70.8% | Added |
| Walleye Capital LLC | 15,384 | $667.8K | 0.01% | +15,384 | New |
| Bayesian Capital Management, LP | 15,554 | $675.2K | 0.07% | +15,554 | New |
| Natixis Advisors, L.P. | 16,188 | $702.0K | 0.00% | +259+1.6% | Added |
| State Board of Administration of Florida Retirement System | 16,251 | $705.5K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 16,254 | $706.0K | 0.00% | +7,941+95.5% | Added |
| Arizona State Retirement System | 16,339 | $709.3K | 0.01% | −231−1.4% | Reduced |