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 2024
Institutional positions in Q2 Holdings, Inc. as of Mar 31, 2024. 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
- 254
- +21 vs. Q4 2023
- Shares held
- 62.2M
- +2.33M (+3.9%) vs. Q4 2023
- Total value
- $3.27B
- +$669.1M (+25.7%) vs. Q4 2023
- New holders
- 46
- 84 more added
- Sold out
- 25
- 85 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Q2 Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | +1+25.0% | Added |
| Rothschild Investment LLC | 5 | $263 | 0.00% | +5 | New |
| Caldwell Sutter Capital, Inc. | 10 | $526 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $526 | 0.00% | +10 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $578 | 0.00% | +11 | New |
| Carolinas Wealth Consulting LLC | 14 | $749 | 0.00% | +14 | New |
| Global Retirement Partners, LLC | 18 | $946 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $999 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| Montag A & Associates Inc | 20 | $1.03K | 0.00% | +20 | New |
| Northwestern Mutual Wealth Management Co | 20 | $1.05K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 28 | $1.47K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 32 | $1.68K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 42 | $2.21K | 0.00% | +24+133.3% | Added |
| Manchester Capital Management LLC | 46 | $2.42K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 50 | $2.63K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 50 | $2.63K | 0.00% | +50 | New |
| Allworth Financial LP | 54 | $2.84K | 0.00% | +4+8.0% | Added |
| Farther Finance Advisors, LLC | 58 | $2.93K | 0.00% | +5+9.4% | Added |
| First PREMIER Bank | 57 | $3.00K | 0.00% | +57 | New |
| SYSTM Wealth Solutions LLC | 68 | $3.58K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 75 | $3.94K | 0.00% | +75 | New |
| Main Street Group, LTD | 81 | $4.10K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 79 | $4.15K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 121 | $6.36K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 160 | $8.09K | 0.00% | +160 | New |
| Private Trust Co NA | 170 | $8.94K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 174 | $9.14K | 0.00% | −2,672−93.9% | Reduced |
| Financial Perspectives, Inc | 300 | $15.8K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $15.8K | 0.00% | +300 | New |
| CWM, LLC | 312 | $16.0K | 0.00% | +91+41.2% | Added |
| Signaturefd, LLC | 425 | $22.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 488 | $25.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 504 | $26.5K | 0.00% | −160−24.1% | Reduced |
| Tower Research Capital LLC (TRC) | 513 | $27.0K | 0.00% | −12,770−96.1% | Reduced |
| Tucker Asset Management LLC | 557 | $29.3K | 0.01% | +557 | New |
| MCF Advisors LLC | 613 | $32.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 664 | $34.9K | 0.00% | +418+169.9% | Added |
| Canada Pension Plan Investment Board | 800 | $42.0K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 837 | $44.0K | 0.16% | 00.0% | Unchanged |
| Proequities, Inc. | 838 | $44.0K | 0.00% | +838 | New |
| Fifth Third Bancorp | 900 | $47.3K | 0.00% | +88+10.8% | Added |
| Pittenger & Anderson Inc | 1,000 | $52.6K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,119 | $58.8K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,620 | $85.1K | 0.03% | +1,620 | New |
| Nisa Investment Advisors, LLC | 1,860 | $97.8K | 0.00% | +44+2.4% | Added |
| Amalgamated Bank | 1,912 | $100.0K | 0.00% | −6,165−76.3% | Reduced |
| Essex Investment Management Co LLC | 2,601 | $136.7K | 0.03% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 2,700 | $141.9K | 0.00% | +2,700 | New |
| Metropolitan Life Insurance Co | 2,971 | $156.2K | 0.01% | −247−7.7% | Reduced |
| SG Americas Securities, LLC | 3,289 | $173.0K | 0.00% | +3,289 | New |
| Criterion Capital Advisors, LLC | 3,500 | $184.0K | 0.12% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,557 | $187.0K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,147 | $190.0K | 0.01% | −301−8.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,811 | $200.3K | 0.01% | +3,811 | New |
| Raymond James Trust N.A. | 4,008 | $210.7K | 0.01% | +4,008 | New |
| Dakota Wealth Management | 4,058 | $213.3K | 0.01% | +4,058 | New |
| Captrust Financial Advisors | 4,121 | $216.6K | 0.00% | −9,804−70.4% | Reduced |
| Accel Wealth Management | 4,185 | $220.0K | 0.09% | +4,185 | New |
| Baird Financial Group, Inc. | 4,200 | $220.8K | 0.00% | +4,200 | New |
| JustInvest LLC | 4,356 | $229.0K | 0.00% | +4,356 | New |
| Two Sigma Securities, LLC | 4,364 | $229.4K | 0.01% | +4,364 | New |
| Davy Global Fund Management Ltd | 4,764 | $250.4K | 0.03% | −318−6.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,878 | $256.4K | 0.00% | −136−2.7% | Reduced |
| Virtus Investment Advisers, Inc. | 4,958 | $260.6K | 0.19% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,347 | $281.0K | 0.01% | +5,347 | New |
| Walleye Trading LLC | 5,490 | $288.6K | 0.00% | −7,969−59.2% | Reduced |
| Moran Wealth Management, LLC | 5,666 | $297.8K | 0.01% | +5,666 | New |
| XTX Topco Ltd | 5,727 | $301.0K | 0.04% | +5,727 | New |
| Ameritas Investment Partners, Inc. | 5,896 | $309.9K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 6,100 | $320.6K | 0.02% | −1,253−17.0% | Reduced |
| RiverPark Advisors, LLC | 6,146 | $323.0K | 0.27% | +4,814+361.4% | Added |
| Bayesian Capital Management, LP | 6,254 | $328.7K | 0.03% | −9,300−59.8% | Reduced |
| Pictet Asset Management Holding SA | 6,254 | $328.7K | 0.00% | +296+5.0% | Added |
| Arcus Capital Partners, LLC | 6,328 | $332.6K | 0.11% | 00.0% | Unchanged |
| Natixis | 6,385 | $335.6K | 0.00% | +6,385 | New |
| Public Employees Retirement Association of Colorado | 6,394 | $336.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 6,790 | $356.9K | 0.07% | −2,610−27.8% | Reduced |
| Premier Fund Managers Ltd | 7,096 | $373.0K | 0.01% | +430+6.5% | Added |
| Contravisory Investment Management, Inc. | 7,164 | $376.5K | 0.08% | +304+4.4% | Added |
| HSBC Holdings PLC | 7,538 | $396.2K | 0.00% | +7,538 | New |
| Creative Planning | 8,086 | $425.0K | 0.00% | +2,905+56.1% | Added |
| State of Wyoming | 8,225 | $432.3K | 0.07% | +475+6.1% | Added |
| PFG Investments, LLC | 8,285 | $435.5K | 0.03% | +8,285 | New |
| Cim Investment Mangement Inc | 8,675 | $456.0K | 0.14% | 00.0% | Unchanged |
| Cipher Capital LP | 9,100 | $478.3K | 0.22% | −1,447−13.7% | Reduced |
| Asset Management One Co.,Ltd. | 9,288 | $488.2K | 0.00% | −294−3.1% | Reduced |
| State Board of Administration of Florida Retirement System | 20,341 | $500.8K | 0.00% | +4,090+25.2% | Added |
| Glenmede Trust Co NA | 10,417 | $547.5K | 0.00% | +943+10.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,490 | $551.4K | 0.04% | −3,534−25.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,400 | $561.2K | 0.00% | −2,245−8.4% | Reduced |
| LPL Financial LLC | 10,793 | $567.3K | 0.00% | −250−2.3% | Reduced |
| Synovus Financial Corp | 10,802 | $567.8K | 0.01% | +10,802 | New |
| ProShare Advisors LLC | 11,019 | $579.2K | 0.00% | +747+7.3% | Added |
| Boothbay Fund Management, LLC | 11,049 | $580.7K | 0.02% | +11,049 | New |
| Engineers Gate Manager LP | 11,120 | $584.5K | 0.02% | +3,998+56.1% | Added |
| Voloridge Investment Management, LLC | 11,215 | $589.5K | 0.00% | −239,197−95.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,723 | $616.2K | 0.00% | −1,250−9.6% | Reduced |
| Capstone Investment Advisors, LLC | 11,939 | $627.5K | 0.01% | −217−1.8% | Reduced |