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, Q3 2024
Institutional positions in Q2 Holdings, Inc. as of Sep 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
- 295
- +22 vs. Q2 2024
- Shares held
- 62.8M
- +6.38M (+11.3%) vs. Q2 2024
- Total value
- $5.01B
- +$1.60B (+47.1%) vs. Q2 2024
- New holders
- 47
- 103 more added
- Sold out
- 25
- 102 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Q2 Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −6−66.7% | Reduced |
| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3 | $239 | 0.00% | +3 | New |
| Principal Securities, Inc. | 6 | $479 | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $479 | 0.00% | +6 | New |
| Riggs Asset Managment Co. Inc. | 7 | $559 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $798 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $798 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12 | $957 | 0.00% | +12 | New |
| Assetmark, Inc | 16 | $1.28K | 0.00% | +6+60.0% | Added |
| Glen Eagle Advisors, LLC | 18 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $1.52K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20 | $1.59K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 23 | $1.81K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 27 | $2.15K | 0.00% | +27 | New |
| Central Trust Co | 28 | $2.23K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 31 | $2.45K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 35 | $2.79K | 0.00% | +35 | New |
| SRS Capital Advisors, Inc. | 44 | $3.51K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $3.67K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 50 | $3.99K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 60 | $4.67K | 0.00% | +60 | New |
| Farther Finance Advisors, LLC | 59 | $4.71K | 0.00% | +1+1.7% | Added |
| Sterling Capital Management LLC | 60 | $4.79K | 0.00% | +60 | New |
| Accent Capital Management, LLC | 63 | $5.03K | 0.00% | +63 | New |
| Global Retirement Partners, LLC | 64 | $5.11K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $5.18K | 0.00% | +25+62.5% | Added |
| Huntington National Bank | 75 | $5.98K | 0.00% | +13+21.0% | Added |
| Darwin Advisors, LLC | 75 | $5.98K | 0.00% | +75 | New |
| Main Street Group, LTD | 81 | $6.46K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 85 | $6.78K | 0.00% | +85 | New |
| Capital Performance Advisors LLP | 94 | $7.50K | 0.00% | +94 | New |
| GWM Advisors LLC | 102 | $8.14K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 121 | $9.65K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 122 | $9.73K | 0.00% | +112+1,120.0% | Added |
| Smartleaf Asset Management LLC | 128 | $10.1K | 0.00% | +13+11.3% | Added |
| South State Corp. | 140 | $11.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 145 | $11.6K | 0.00% | +46+46.5% | Added |
| Allworth Financial LP | 165 | $13.2K | 0.00% | +4+2.5% | Added |
| GAMMA Investing LLC | 182 | $14.5K | 0.00% | +106+139.5% | Added |
| Ronald Blue Trust, Inc. | 251 | $15.1K | 0.00% | +205+445.7% | Added |
| CIBC Private Wealth Group, LLC | 194 | $15.5K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 211 | $17.0K | 0.00% | +5+2.4% | Added |
| Federation des caisses Desjardins du Quebec | 250 | $19.9K | 0.00% | +250 | New |
| Private Trust Co NA | 287 | $22.9K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,835 | $23.0K | 0.00% | +1,812+7,878.3% | Added |
| Advisors Asset Management, Inc. | 297 | $23.7K | 0.00% | +297 | New |
| Financial Perspectives, Inc | 300 | $23.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 370 | $29.5K | 0.01% | +336+988.2% | Added |
| MCF Advisors LLC | 395 | $31.5K | 0.00% | −218−35.6% | Reduced |
| NBC Securities, Inc. | 488 | $38.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 510 | $40.7K | 0.00% | −24−4.5% | Reduced |
| Signaturefd, LLC | 546 | $43.6K | 0.00% | +36+7.1% | Added |
| Virtus Fund Advisers, LLC | 777 | $62.0K | 0.25% | −179−18.7% | Reduced |
| Oarsman Capital, Inc. | 865 | $69.0K | 0.01% | +865 | New |
| Proequities, Inc. | 878 | $70.0K | 0.00% | −20−2.2% | Reduced |
| Pittenger & Anderson Inc | 1,000 | $79.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,010 | $80.6K | 0.00% | +118+13.2% | Added |
| 1620 Investment Advisors, Inc. | 1,303 | $103.9K | 0.08% | +84+6.9% | Added |
| CWM, LLC | 1,442 | $115.0K | 0.00% | +961+199.8% | Added |
| Northwest & Ethical Investments L.P. | 1,500 | $119.7K | 0.00% | −2,525−62.7% | Reduced |
| Hilltop National Bank | 1,508 | $120.3K | 0.04% | −112−6.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,704 | $135.9K | 0.00% | +5+0.3% | Added |
| KBC Group NV | 1,811 | $144.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,856 | $148.1K | 0.00% | +964+108.1% | Added |
| Nisa Investment Advisors, LLC | 1,916 | $152.8K | 0.00% | +4+0.2% | Added |
| Amalgamated Bank | 2,000 | $160.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,036 | $162.4K | 0.00% | −75−3.6% | Reduced |
| Essex Investment Management Co LLC | 2,379 | $189.8K | 0.03% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 2,530 | $201.8K | 0.02% | +2,530 | New |
| Marco Investment Management LLC | 2,590 | $206.6K | 0.02% | +2,590 | New |
| Highland Capital Management, LLC | 2,603 | $207.6K | 0.01% | +2,603 | New |
| Criterion Capital Advisors, LLC | 3,500 | $211.2K | 0.13% | 00.0% | Unchanged |
| Mariner, LLC | 2,676 | $213.0K | 0.00% | +2,676 | New |
| HB Wealth Management, LLC | 2,902 | $231.5K | 0.00% | +2,902 | New |
| Cetera Investment Advisers | 2,903 | $231.6K | 0.00% | +2,903 | New |
| Parametrica Management Ltd | 2,963 | $236.4K | 0.28% | +2,963 | New |
| Shell Asset Management Co | 2,977 | $237.0K | 0.01% | +2,977 | New |
| Harvest Fund Management Co., Ltd | 3,056 | $244.0K | 0.01% | +3,056 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,208 | $255.9K | 0.00% | −73−2.2% | Reduced |
| 49 Wealth Management, LLC | 3,221 | $256.9K | 0.04% | −384−10.7% | Reduced |
| Raymond James Trust N.A. | 3,350 | $267.2K | 0.01% | −551−14.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,370 | $268.8K | 0.00% | +3,370 | New |
| Lindenwold Advisors | 3,416 | $272.5K | 0.14% | +45+1.3% | Added |
| Mount Yale Investment Advisors, LLC | 3,493 | $278.6K | 0.03% | −2,573−42.4% | Reduced |
| M&T Bank Corp | 3,527 | $281.3K | 0.00% | −7−0.2% | Reduced |
| Globeflex Capital L P | 3,557 | $283.7K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,655 | $291.6K | 0.00% | +3,655 | New |
| Petrus Trust Company, LTA | 3,690 | $294.4K | 0.03% | +3,690 | New |
| Mackenzie Financial Corp | 3,740 | $298.3K | 0.00% | +270+7.8% | Added |
| nVerses Capital, LLC | 3,800 | $303.1K | 0.14% | +800+26.7% | Added |
| Squarepoint Ops LLC | 3,824 | $305.0K | 0.00% | −20,602−84.3% | Reduced |
| Xponance, Inc. | 3,831 | $305.6K | 0.00% | +98+2.6% | Added |
| Tower Research Capital LLC (TRC) | 3,900 | $311.1K | 0.01% | −13,917−78.1% | Reduced |
| Savant Capital, LLC | 3,964 | $316.2K | 0.00% | +3,964 | New |
| Baird Financial Group, Inc. | 4,000 | $319.1K | 0.00% | −119−2.9% | Reduced |
| Accel Wealth Management | 4,025 | $321.1K | 0.12% | −160−3.8% | Reduced |
| Virtus Investment Advisers, Inc. | 4,039 | $322.2K | 0.25% | −919−18.5% | Reduced |
| RiverPark Advisors, LLC | 4,301 | $343.1K | 0.28% | −2,436−36.2% | Reduced |