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, Q4 2024
Institutional positions in Q2 Holdings, Inc. as of Dec 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
- 336
- +45 vs. Q3 2024
- Shares held
- 62.4M
- −228.4K (−0.4%) vs. Q3 2024
- Total value
- $6.28B
- +$1.28B (+25.7%) vs. Q3 2024
- New holders
- 71
- 99 more added
- Sold out
- 26
- 130 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Q2 Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $101 | 0.00% | +1 | New |
| True Wealth Design, LLC | 6 | $604 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $706 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | +2+20.0% | Added |
| CVA Family Office, LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 10 | $1.01K | 0.00% | +10 | New |
| Assetmark, Inc | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 16 | $1.61K | 0.00% | +13+433.3% | Added |
| Glen Eagle Advisors, LLC | 18 | $1.81K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 19 | $1.93K | 0.00% | −4−17.4% | Reduced |
| Covestor Ltd | 20 | $2.00K | 0.00% | +17+566.7% | Added |
| Larson Financial Group LLC | 20 | $2.01K | 0.00% | +20 | New |
| Bryn Mawr Trust Co | 23 | $2.31K | 0.00% | −4−14.8% | Reduced |
| Carolinas Wealth Consulting LLC | 24 | $2.40K | 0.00% | +4+20.0% | Added |
| Bell Investment Advisors, Inc | 24 | $2.42K | 0.00% | +5+26.3% | Added |
| Central Trust Co | 28 | $2.82K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 31 | $3.12K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 31 | $3.12K | 0.00% | +25+416.7% | Added |
| EverSource Wealth Advisors, LLC | 39 | $3.93K | 0.00% | +39 | New |
| SRS Capital Advisors, Inc. | 44 | $4.43K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $4.63K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 47 | $4.73K | 0.00% | −17−26.6% | Reduced |
| Parallel Advisors, LLC | 47 | $4.73K | 0.00% | +35+291.7% | Added |
| Farther Finance Advisors, LLC | 59 | $5.94K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 60 | $6.04K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 69 | $6.14K | 0.00% | +9+15.0% | Added |
| Accent Capital Management, LLC | 63 | $6.34K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 65 | $6.54K | 0.00% | +65 | New |
| Huntington National Bank | 66 | $6.64K | 0.00% | −9−12.0% | Reduced |
| Darwin Advisors, LLC | 75 | $7.55K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 75 | $7.55K | 0.00% | +10+15.4% | Added |
| Main Street Group, LTD | 81 | $8.15K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 82 | $8.25K | 0.00% | +82 | New |
| Nova Wealth Management, Inc. | 90 | $9.06K | 0.01% | +90 | New |
| Northwestern Mutual Wealth Management Co | 91 | $9.16K | 0.00% | +71+355.0% | Added |
| Geneos Wealth Management Inc. | 112 | $11.3K | 0.00% | −10−8.2% | Reduced |
| Ci Investments Inc. | 116 | $12.0K | 0.00% | +116 | New |
| Private Wealth Management Group, LLC | 121 | $12.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 139 | $14.0K | 0.00% | −6−4.1% | Reduced |
| South State Corp. | 140 | $14.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 151 | $15.2K | 0.00% | −219−59.2% | Reduced |
| CIBC Private Wealth Group, LLC | 164 | $16.4K | 0.00% | −30−15.5% | Reduced |
| Allworth Financial LP | 179 | $16.8K | 0.00% | +14+8.5% | Added |
| Smartleaf Asset Management LLC | 177 | $17.8K | 0.00% | +49+38.3% | Added |
| TD Waterhouse Canada Inc. | 185 | $18.6K | 0.00% | +185 | New |
| Smithfield Trust Co | 217 | $22.0K | 0.00% | +217 | New |
| MCF Advisors LLC | 226 | $22.7K | 0.00% | −169−42.8% | Reduced |
| Matrix Trust Co | 225 | $23.0K | 0.00% | +14+6.6% | Added |
| WPG Advisers, LLC | 234 | $23.6K | 0.02% | +234 | New |
| Caitong International Asset Management Co., Ltd | 235 | $23.7K | 0.02% | +235 | New |
| Federation des caisses Desjardins du Quebec | 250 | $25.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 257 | $25.9K | 0.00% | −30−10.5% | Reduced |
| GAMMA Investing LLC | 274 | $27.6K | 0.00% | +92+50.5% | Added |
| TCTC Holdings, LLC | 294 | $29.6K | 0.00% | +294 | New |
| SBI Securities Co., Ltd. | 296 | $29.8K | 0.00% | +296 | New |
| Financial Perspectives, Inc | 300 | $30.2K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 320 | $32.2K | 0.01% | +320 | New |
| GWM Advisors LLC | 377 | $37.9K | 0.00% | +275+269.6% | Added |
| Quadrant Capital Group LLC | 473 | $47.6K | 0.00% | −37−7.3% | Reduced |
| Signaturefd, LLC | 518 | $52.1K | 0.00% | −28−5.1% | Reduced |
| Advisors Asset Management, Inc. | 629 | $63.3K | 0.00% | +332+111.8% | Added |
| Virtus Fund Advisers, LLC | 652 | $65.6K | 0.20% | −125−16.1% | Reduced |
| Proequities, Inc. | 773 | $72.7K | 0.00% | −105−12.0% | Reduced |
| Fifth Third Bancorp | 723 | $72.8K | 0.00% | −287−28.4% | Reduced |
| Oarsman Capital, Inc. | 925 | $93.1K | 0.02% | +60+6.9% | Added |
| Transce3nd, LLC | 976 | $98.2K | 0.03% | +976 | New |
| Pittenger & Anderson Inc | 1,000 | $100.7K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,075 | $102.3K | 0.00% | +1,075 | New |
| Northwest & Ethical Investments L.P. | 1,200 | $120.6K | 0.00% | −300−20.0% | Reduced |
| Point72 (DIFC) Ltd | 1,288 | $129.6K | 0.01% | +1,288 | New |
| Walleye Trading LLC | 1,340 | $134.9K | 0.00% | −3,710−73.5% | Reduced |
| 1620 Investment Advisors, Inc. | 1,365 | $137.4K | 0.10% | +62+4.8% | Added |
| Public Employees Retirement System of Ohio | 1,391 | $140.0K | 0.00% | +1,391 | New |
| Essex Investment Management Co LLC | 1,455 | $146.4K | 0.03% | −924−38.8% | Reduced |
| Hilltop National Bank | 1,455 | $146.4K | 0.04% | −53−3.5% | Reduced |
| CWM, LLC | 1,534 | $154.0K | 0.00% | +92+6.4% | Added |
| Arcadia Investment Management Corp | 1,776 | $178.8K | 0.03% | +1,776 | New |
| Truvestments Capital LLC | 1,882 | $189.4K | 0.05% | +1,882 | New |
| Advisor Group Holdings, Inc. | 1,889 | $190.1K | 0.00% | +185+10.9% | Added |
| Asset Management One Co.,Ltd. | 1,867 | $193.0K | 0.00% | +11+0.6% | Added |
| Nisa Investment Advisors, LLC | 1,930 | $194.3K | 0.00% | +14+0.7% | Added |
| The PNC Financial Services Group, Inc. | 1,972 | $198.5K | 0.00% | −64−3.1% | Reduced |
| Amalgamated Bank | 2,000 | $201.0K | 0.00% | 00.0% | Unchanged |
| Marco Investment Management LLC | 2,020 | $203.3K | 0.02% | −570−22.0% | Reduced |
| Diversified Trust Co | 2,020 | $203.3K | 0.00% | +2,020 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,052 | $206.6K | 0.05% | +2,052 | New |
| Bayforest Capital Ltd | 2,092 | $210.6K | 0.26% | +2,092 | New |
| Criterion Capital Advisors, LLC | 3,500 | $211.2K | 0.13% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,139 | $215.3K | 0.07% | +2,139 | New |
| Cerity Partners LLC | 2,221 | $216.1K | 0.00% | −1,434−39.2% | Reduced |
| Congress Wealth Management LLC | 2,190 | $220.4K | 0.00% | +2,190 | New |
| RiverPark Advisors, LLC | 1,929 | $220.7K | 0.18% | −2,372−55.1% | Reduced |
| Aquatic Capital Management LLC | 2,193 | $220.7K | 0.01% | −5,307−70.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,300 | $231.5K | 0.00% | −1,600−41.0% | Reduced |
| Fieldview Capital Management, LLC | 2,470 | $248.6K | 0.04% | +2,470 | New |
| Keebeck Wealth Management, LLC | 2,539 | $255.6K | 0.04% | +2,539 | New |
| SG Americas Securities, LLC | 2,556 | $257.0K | 0.00% | −6,984−73.2% | Reduced |
| Anb Bank | 2,560 | $257.7K | 0.11% | +2,560 | New |
| Lindenwold Advisors | 2,581 | $259.8K | 0.14% | −835−24.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,592 | $261.0K | 0.00% | +2,592 | New |