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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 3,901 | $235.3K | 0.01% | −107−2.7% | Reduced |
| Xponance, Inc. | 3,733 | $225.2K | 0.00% | +3,733 | New |
| Fox Run Management, L.L.C. | 3,679 | $222.0K | 0.04% | +3,679 | New |
| 49 Wealth Management, LLC | 3,605 | $217.0K | 0.04% | +3,605 | New |
| Globeflex Capital L P | 3,557 | $214.6K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 3,534 | $212.9K | 0.00% | +3,534 | New |
| Criterion Capital Advisors, LLC | 3,500 | $211.2K | 0.13% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,470 | $209.3K | 0.00% | +3,470 | New |
| O'Shaughnessy Asset Management, LLC | 3,430 | $206.9K | 0.00% | +3,430 | New |
| Lindenwold Advisors | 3,371 | $203.4K | 0.11% | +3,371 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,281 | $197.9K | 0.00% | −1,597−32.7% | Reduced |
| nVerses Capital, LLC | 3,000 | $181.0K | 0.11% | +3,000 | New |
| Quest Partners LLC | 2,534 | $152.9K | 0.02% | +2,534 | New |
| Essex Investment Management Co LLC | 2,379 | $143.5K | 0.03% | −222−8.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,111 | $127.4K | 0.00% | +1,447+217.9% | Added |
| Amalgamated Bank | 2,000 | $121.0K | 0.00% | +88+4.6% | Added |
| Nisa Investment Advisors, LLC | 1,912 | $115.4K | 0.00% | +52+2.8% | Added |
| KBC Group NV | 1,811 | $109.0K | 0.00% | +1,811 | New |
| Advisor Group Holdings, Inc. | 1,699 | $102.5K | 0.00% | +1,525+876.4% | Added |
| Hilltop National Bank | 1,620 | $97.7K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,219 | $73.5K | 0.06% | +1,219 | New |
| Arcadia Investment Management Corp | 1,119 | $67.5K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,000 | $60.3K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 956 | $57.7K | 0.23% | +119+14.2% | Added |
| Proequities, Inc. | 898 | $54.2K | 0.00% | +60+7.2% | Added |
| 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 |
| Canada Pension Plan Investment Board | 800 | $48.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 613 | $37.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 534 | $32.2K | 0.00% | +30+6.0% | Added |
| Signaturefd, LLC | 510 | $30.8K | 0.00% | +85+20.0% | Added |
| NBC Securities, Inc. | 488 | $29.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 481 | $29.0K | 0.00% | +169+54.2% | Added |
| Financial Perspectives, Inc | 300 | $18.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 287 | $17.3K | 0.00% | +117+68.8% | Added |
| CIBC Private Wealth Group, LLC | 194 | $12.1K | 0.00% | +34+21.3% | Added |
| Matrix Trust Co | 206 | $12.0K | 0.00% | +206 | New |
| Allworth Financial LP | 161 | $10.7K | 0.00% | +107+198.1% | Added |
| South State Corp. | 140 | $8.45K | 0.00% | +140 | New |
| Private Wealth Management Group, LLC | 121 | $7.30K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 115 | $6.96K | 0.00% | +115 | New |
| GWM Advisors LLC | 102 | $6.15K | 0.00% | +102 | New |
| Lindbrook Capital, LLC | 99 | $5.97K | 0.00% | +20+25.3% | Added |
| Headlands Technologies LLC | 95 | $5.73K | 0.00% | +95 | New |
| Main Street Group, LTD | 81 | $4.88K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 76 | $4.58K | 0.00% | +34+81.0% | Added |
| Stephens Consulting, LLC | 65 | $3.92K | 0.00% | +65 | New |
| Global Retirement Partners, LLC | 64 | $3.86K | 0.00% | +46+255.6% | Added |
| Huntington National Bank | 62 | $3.74K | 0.00% | +30+93.8% | Added |
| Farther Finance Advisors, LLC | 58 | $3.49K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 50 | $3.02K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $2.78K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 44 | $2.65K | 0.00% | +44 | New |
| Innealta Capital, LLC | 41 | $2.47K | 0.00% | +41 | New |
| Ronald Blue Trust, Inc. | 46 | $2.42K | 0.00% | +46 | New |
| Rothschild Investment LLC | 40 | $2.41K | 0.00% | +35+700.0% | Added |
| Quarry LP | 34 | $2.05K | 0.00% | +34 | New |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 31 | $1.87K | 0.00% | +31 | New |
| Central Trust Co | 28 | $1.69K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 23 | $1.39K | 0.00% | +23 | New |
| Montag A & Associates Inc | 23 | $1.37K | 0.00% | +3+15.0% | Added |
| Northwestern Mutual Wealth Management Co | 20 | $1.21K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $1.16K | 0.00% | +6+42.9% | Added |
| Bell Investment Advisors, Inc | 19 | $1.15K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 18 | $1.09K | 0.00% | +18 | New |
| Covestor Ltd | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| 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 |
| Riggs Asset Managment Co. Inc. | 7 | $423 | 0.00% | +7 | New |
| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −1,386,629−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −261,501−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −109,700−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −34,333−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −30,503−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −28,073−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −20,072−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −18,550−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −18,015−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −19,403−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −14,556−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −11,939−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −24,400−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,490−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,790−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,254−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,727−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −4,764−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,364−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,971−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |