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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 812 | $35.2K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 800 | $34.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 664 | $28.8K | 0.00% | +175+35.8% | Added |
| MCF Advisors LLC | 613 | $26.6K | 0.00% | +374+156.5% | Added |
| NBC Securities, Inc. | 488 | $21.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 425 | $18.4K | 0.00% | +71+20.1% | Added |
| Financial Perspectives, Inc | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 246 | $10.7K | 0.00% | −39−13.7% | Reduced |
| CWM, LLC | 221 | $10.0K | 0.00% | +27+13.9% | Added |
| HM Payson & Co | 217 | $9.42K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 170 | $7.38K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 170 | $7.38K | 0.01% | +170 | New |
| Quarry LP | 161 | $6.99K | 0.00% | −844−84.0% | Reduced |
| Private Wealth Management Group, LLC | 121 | $5.25K | 0.00% | +121 | New |
| Main Street Group, LTD | 81 | $3.52K | 0.00% | +81 | New |
| Lindbrook Capital, LLC | 79 | $3.43K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $3.23K | 0.00% | +100 | New |
| SYSTM Wealth Solutions LLC | 68 | $2.95K | 0.00% | +68 | New |
| Farther Finance Advisors, LLC | 53 | $2.30K | 0.00% | +53 | New |
| Washington Trust Advisors, Inc. | 51 | $2.21K | 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 |
| Manchester Capital Management LLC | 46 | $2.00K | 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 |
| Central Trust Co | 28 | $1.22K | 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 |
| Northwestern Mutual Wealth Management Co | 20 | $868 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $825 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 18 | $766 | 0.00% | +18 | New |
| Global Retirement Partners, LLC | 18 | $763 | 0.00% | +18 | New |
| Caldwell Sutter Capital, Inc. | 10 | $434 | 0.00% | +10 | New |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −410,145−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −165,960−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −84,354−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −35,405−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −21,977−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −20,818−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −18,612−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −13,604−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,370−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −8,818−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −3,019−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −498−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |