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, Q2 2024
Institutional positions in Q2 Holdings, Inc. as of Jun 30, 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
- 274
- +23 vs. Q1 2024
- Shares held
- 62.1M
- −8.51K (0.0%) vs. Q1 2024
- Total value
- $3.75B
- +$484.0M (+14.8%) vs. Q1 2024
- New holders
- 50
- 106 more added
- Sold out
- 27
- 82 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Q2 Holdings, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Riggs Asset Managment Co. Inc. | 7 | $423 | 0.00% | +7 | New |
| Caldwell Sutter Capital, Inc. | 10 | $603 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $603 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 10 | $603 | 0.00% | +10 | New |
| CVA Family Office, LLC | 10 | $603 | 0.00% | +10 | New |
| Covestor Ltd | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| Glen Eagle Advisors, LLC | 18 | $1.09K | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 19 | $1.15K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $1.16K | 0.00% | +6+42.9% | Added |
| Northwestern Mutual Wealth Management Co | 20 | $1.21K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 23 | $1.37K | 0.00% | +3+15.0% | Added |
| International Assets Investment Management, LLC | 23 | $1.39K | 0.00% | +23 | New |
| Central Trust Co | 28 | $1.69K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 31 | $1.87K | 0.00% | +31 | New |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 34 | $2.05K | 0.00% | +34 | New |
| Rothschild Investment LLC | 40 | $2.41K | 0.00% | +35+700.0% | Added |
| Ronald Blue Trust, Inc. | 46 | $2.42K | 0.00% | +46 | New |
| Innealta Capital, LLC | 41 | $2.47K | 0.00% | +41 | New |
| SRS Capital Advisors, Inc. | 44 | $2.65K | 0.00% | +44 | New |
| Manchester Capital Management LLC | 46 | $2.78K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 50 | $3.02K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 58 | $3.49K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 62 | $3.74K | 0.00% | +30+93.8% | Added |
| Global Retirement Partners, LLC | 64 | $3.86K | 0.00% | +46+255.6% | Added |
| Stephens Consulting, LLC | 65 | $3.92K | 0.00% | +65 | New |
| GAMMA Investing LLC | 76 | $4.58K | 0.00% | +34+81.0% | Added |
| Main Street Group, LTD | 81 | $4.88K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 95 | $5.73K | 0.00% | +95 | New |
| Lindbrook Capital, LLC | 99 | $5.97K | 0.00% | +20+25.3% | Added |
| GWM Advisors LLC | 102 | $6.15K | 0.00% | +102 | New |
| Smartleaf Asset Management LLC | 115 | $6.96K | 0.00% | +115 | New |
| Private Wealth Management Group, LLC | 121 | $7.30K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 140 | $8.45K | 0.00% | +140 | New |
| Allworth Financial LP | 161 | $10.7K | 0.00% | +107+198.1% | Added |
| Matrix Trust Co | 206 | $12.0K | 0.00% | +206 | New |
| CIBC Private Wealth Group, LLC | 194 | $12.1K | 0.00% | +34+21.3% | Added |
| Private Trust Co NA | 287 | $17.3K | 0.00% | +117+68.8% | Added |
| Financial Perspectives, Inc | 300 | $18.1K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 488 | $29.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 481 | $29.0K | 0.00% | +169+54.2% | Added |
| Signaturefd, LLC | 510 | $30.8K | 0.00% | +85+20.0% | Added |
| Quadrant Capital Group LLC | 534 | $32.2K | 0.00% | +30+6.0% | Added |
| MCF Advisors LLC | 613 | $37.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 800 | $48.3K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 892 | $53.8K | 0.00% | −8,396−90.4% | Reduced |
| Fifth Third Bancorp | 892 | $53.8K | 0.00% | −8−0.9% | Reduced |
| Proequities, Inc. | 898 | $54.2K | 0.00% | +60+7.2% | Added |
| Virtus Fund Advisers, LLC | 956 | $57.7K | 0.23% | +119+14.2% | Added |
| Pittenger & Anderson Inc | 1,000 | $60.3K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,119 | $67.5K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,219 | $73.5K | 0.06% | +1,219 | New |
| Hilltop National Bank | 1,620 | $97.7K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,699 | $102.5K | 0.00% | +1,525+876.4% | Added |
| KBC Group NV | 1,811 | $109.0K | 0.00% | +1,811 | New |
| Nisa Investment Advisors, LLC | 1,912 | $115.4K | 0.00% | +52+2.8% | Added |
| Amalgamated Bank | 2,000 | $121.0K | 0.00% | +88+4.6% | Added |
| The PNC Financial Services Group, Inc. | 2,111 | $127.4K | 0.00% | +1,447+217.9% | Added |
| Essex Investment Management Co LLC | 2,379 | $143.5K | 0.03% | −222−8.5% | Reduced |
| Quest Partners LLC | 2,534 | $152.9K | 0.02% | +2,534 | New |
| nVerses Capital, LLC | 3,000 | $181.0K | 0.11% | +3,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,281 | $197.9K | 0.00% | −1,597−32.7% | Reduced |
| Lindenwold Advisors | 3,371 | $203.4K | 0.11% | +3,371 | New |
| O'Shaughnessy Asset Management, LLC | 3,430 | $206.9K | 0.00% | +3,430 | New |
| Mackenzie Financial Corp | 3,470 | $209.3K | 0.00% | +3,470 | New |
| Criterion Capital Advisors, LLC | 3,500 | $211.2K | 0.13% | 00.0% | Unchanged |
| M&T Bank Corp | 3,534 | $212.9K | 0.00% | +3,534 | New |
| Globeflex Capital L P | 3,557 | $214.6K | 0.02% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 3,605 | $217.0K | 0.04% | +3,605 | New |
| Fox Run Management, L.L.C. | 3,679 | $222.0K | 0.04% | +3,679 | New |
| Xponance, Inc. | 3,733 | $225.2K | 0.00% | +3,733 | New |
| Raymond James Trust N.A. | 3,901 | $235.3K | 0.01% | −107−2.7% | Reduced |
| Dakota Wealth Management | 3,906 | $235.6K | 0.01% | −152−3.7% | Reduced |
| Dark Forest Capital Management LP | 4,009 | $241.9K | 0.04% | +4,009 | New |
| Northwest & Ethical Investments L.P. | 4,025 | $242.8K | 0.01% | +1,325+49.1% | Added |
| Captrust Financial Advisors | 4,072 | $245.7K | 0.00% | −49−1.2% | Reduced |
| Baird Financial Group, Inc. | 4,119 | $248.5K | 0.00% | −81−1.9% | Reduced |
| Accel Wealth Management | 4,185 | $252.5K | 0.10% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,958 | $299.1K | 0.25% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 5,261 | $317.4K | 0.01% | +1,450+38.0% | Added |
| JustInvest LLC | 5,549 | $334.8K | 0.01% | +1,193+27.4% | Added |
| Ameritas Investment Partners, Inc. | 5,686 | $343.0K | 0.01% | −210−3.6% | Reduced |
| Quadrature Capital Ltd | 5,748 | $346.9K | 0.01% | +5,748 | New |
| Algert Global LLC | 5,952 | $359.1K | 0.01% | +5,952 | New |
| Moran Wealth Management, LLC | 6,030 | $363.8K | 0.01% | +364+6.4% | Added |
| Mount Yale Investment Advisors, LLC | 6,066 | $366.0K | 0.03% | −34−0.6% | Reduced |
| Natixis | 6,276 | $378.6K | 0.00% | −109−1.7% | Reduced |
| Arcus Capital Partners, LLC | 6,328 | $381.8K | 0.15% | 00.0% | Unchanged |
| HSBC Holdings PLC | 6,436 | $383.1K | 0.00% | −1,102−14.6% | Reduced |
| Walleye Trading LLC | 6,375 | $384.6K | 0.01% | +885+16.1% | Added |
| Public Employees Retirement Association of Colorado | 6,394 | $386.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,533 | $394.0K | 0.00% | −19,246−74.7% | Reduced |
| State of Wyoming | 6,672 | $402.5K | 0.07% | −1,553−18.9% | Reduced |
| Susquehanna International Group, LLP | 6,699 | $404.2K | 0.00% | −27,724−80.5% | Reduced |
| RiverPark Advisors, LLC | 6,737 | $406.4K | 0.34% | +591+9.6% | Added |
| Contravisory Investment Management, Inc. | 6,954 | $419.5K | 0.09% | −210−2.9% | Reduced |
| Cim Investment Mangement Inc | 6,995 | $422.0K | 0.13% | −1,680−19.4% | Reduced |
| Toroso Investments, LLC | 7,160 | $432.0K | 0.01% | +7,160 | New |