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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 3,900 | $311.1K | 0.01% | −13,917−78.1% | Reduced |
| Xponance, Inc. | 3,831 | $305.6K | 0.00% | +98+2.6% | Added |
| Squarepoint Ops LLC | 3,824 | $305.0K | 0.00% | −20,602−84.3% | Reduced |
| nVerses Capital, LLC | 3,800 | $303.1K | 0.14% | +800+26.7% | Added |
| Mackenzie Financial Corp | 3,740 | $298.3K | 0.00% | +270+7.8% | Added |
| Petrus Trust Company, LTA | 3,690 | $294.4K | 0.03% | +3,690 | New |
| Cerity Partners LLC | 3,655 | $291.6K | 0.00% | +3,655 | New |
| Globeflex Capital L P | 3,557 | $283.7K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 3,527 | $281.3K | 0.00% | −7−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,493 | $278.6K | 0.03% | −2,573−42.4% | Reduced |
| Lindenwold Advisors | 3,416 | $272.5K | 0.14% | +45+1.3% | Added |
| Schonfeld Strategic Advisors LLC | 3,370 | $268.8K | 0.00% | +3,370 | New |
| Raymond James Trust N.A. | 3,350 | $267.2K | 0.01% | −551−14.1% | Reduced |
| 49 Wealth Management, LLC | 3,221 | $256.9K | 0.04% | −384−10.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,208 | $255.9K | 0.00% | −73−2.2% | Reduced |
| Harvest Fund Management Co., Ltd | 3,056 | $244.0K | 0.01% | +3,056 | New |
| Shell Asset Management Co | 2,977 | $237.0K | 0.01% | +2,977 | New |
| Parametrica Management Ltd | 2,963 | $236.4K | 0.28% | +2,963 | New |
| Cetera Investment Advisers | 2,903 | $231.6K | 0.00% | +2,903 | New |
| HB Wealth Management, LLC | 2,902 | $231.5K | 0.00% | +2,902 | New |
| Mariner, LLC | 2,676 | $213.0K | 0.00% | +2,676 | New |
| Criterion Capital Advisors, LLC | 3,500 | $211.2K | 0.13% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 2,603 | $207.6K | 0.01% | +2,603 | New |
| Marco Investment Management LLC | 2,590 | $206.6K | 0.02% | +2,590 | New |
| Seven Eight Capital, LP | 2,530 | $201.8K | 0.02% | +2,530 | New |
| Essex Investment Management Co LLC | 2,379 | $189.8K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,036 | $162.4K | 0.00% | −75−3.6% | Reduced |
| Amalgamated Bank | 2,000 | $160.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,916 | $152.8K | 0.00% | +4+0.2% | Added |
| Asset Management One Co.,Ltd. | 1,856 | $148.1K | 0.00% | +964+108.1% | Added |
| KBC Group NV | 1,811 | $144.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,704 | $135.9K | 0.00% | +5+0.3% | Added |
| Hilltop National Bank | 1,508 | $120.3K | 0.04% | −112−6.9% | Reduced |
| Northwest & Ethical Investments L.P. | 1,500 | $119.7K | 0.00% | −2,525−62.7% | Reduced |
| CWM, LLC | 1,442 | $115.0K | 0.00% | +961+199.8% | Added |
| 1620 Investment Advisors, Inc. | 1,303 | $103.9K | 0.08% | +84+6.9% | Added |
| Fifth Third Bancorp | 1,010 | $80.6K | 0.00% | +118+13.2% | Added |
| Pittenger & Anderson Inc | 1,000 | $79.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 878 | $70.0K | 0.00% | −20−2.2% | Reduced |
| Oarsman Capital, Inc. | 865 | $69.0K | 0.01% | +865 | New |
| Virtus Fund Advisers, LLC | 777 | $62.0K | 0.25% | −179−18.7% | Reduced |
| Signaturefd, LLC | 546 | $43.6K | 0.00% | +36+7.1% | Added |
| Quadrant Capital Group LLC | 510 | $40.7K | 0.00% | −24−4.5% | Reduced |
| NBC Securities, Inc. | 488 | $38.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 395 | $31.5K | 0.00% | −218−35.6% | Reduced |
| Quarry LP | 370 | $29.5K | 0.01% | +336+988.2% | Added |
| Financial Perspectives, Inc | 300 | $23.9K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 297 | $23.7K | 0.00% | +297 | New |
| International Assets Investment Management, LLC | 1,835 | $23.0K | 0.00% | +1,812+7,878.3% | Added |
| Private Trust Co NA | 287 | $22.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 250 | $19.9K | 0.00% | +250 | New |
| Matrix Trust Co | 211 | $17.0K | 0.00% | +5+2.4% | Added |
| CIBC Private Wealth Group, LLC | 194 | $15.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 251 | $15.1K | 0.00% | +205+445.7% | Added |
| GAMMA Investing LLC | 182 | $14.5K | 0.00% | +106+139.5% | Added |
| Allworth Financial LP | 165 | $13.2K | 0.00% | +4+2.5% | Added |
| Lindbrook Capital, LLC | 145 | $11.6K | 0.00% | +46+46.5% | Added |
| South State Corp. | 140 | $11.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 128 | $10.1K | 0.00% | +13+11.3% | Added |
| Geneos Wealth Management Inc. | 122 | $9.73K | 0.00% | +112+1,120.0% | Added |
| Private Wealth Management Group, LLC | 121 | $9.65K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 102 | $8.14K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 94 | $7.50K | 0.00% | +94 | New |
| Elequin Capital LP | 85 | $6.78K | 0.00% | +85 | New |
| Main Street Group, LTD | 81 | $6.46K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 75 | $5.98K | 0.00% | +13+21.0% | Added |
| Darwin Advisors, LLC | 75 | $5.98K | 0.00% | +75 | New |
| Rothschild Investment LLC | 65 | $5.18K | 0.00% | +25+62.5% | Added |
| Global Retirement Partners, LLC | 64 | $5.11K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 63 | $5.03K | 0.00% | +63 | New |
| Sterling Capital Management LLC | 60 | $4.79K | 0.00% | +60 | New |
| Farther Finance Advisors, LLC | 59 | $4.71K | 0.00% | +1+1.7% | Added |
| Bokf, NA | 60 | $4.67K | 0.00% | +60 | New |
| Stone House Investment Management, LLC | 50 | $3.99K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $3.67K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 44 | $3.51K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 35 | $2.79K | 0.00% | +35 | New |
| Jones Financial Companies LLLP | 31 | $2.45K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 28 | $2.23K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 27 | $2.15K | 0.00% | +27 | New |
| Montag A & Associates Inc | 23 | $1.81K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20 | $1.59K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $1.52K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 18 | $1.44K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 16 | $1.28K | 0.00% | +6+60.0% | Added |
| Parallel Advisors, LLC | 12 | $957 | 0.00% | +12 | New |
| Caldwell Sutter Capital, Inc. | 10 | $798 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $798 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $559 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6 | $479 | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $479 | 0.00% | +6 | New |
| Massmutual Trust Co FSB | 3 | $239 | 0.00% | +3 | New |
| Covestor Ltd | 3 | $0 | 0.00% | −6−66.7% | Reduced |
| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −175,327−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −114,718−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −62,447−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −52,595−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −41,530−100.0% | Sold out |