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, Q1 2025
Institutional positions in Q2 Holdings, Inc. as of Mar 31, 2025. 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
- 337
- +8 vs. Q4 2024
- Shares held
- 65.2M
- +3.55M (+5.8%) vs. Q4 2024
- Total value
- $5.21B
- −$987.9M (−15.9%) vs. Q4 2024
- New holders
- 56
- 142 more added
- Sold out
- 48
- 103 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Q2 Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3 | $240 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $241 | 0.00% | −3−50.0% | Reduced |
| TD Capital Management LLC | 6 | $480 | 0.00% | +6 | New |
| Riggs Asset Managment Co. Inc. | 7 | $561 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $800 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $801 | 0.00% | +10 | New |
| Whittier Trust Co of Nevada Inc | 12 | $960 | 0.00% | +12 | New |
| Avion Wealth | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $1.06K | 0.00% | +13 | New |
| Golden State Wealth Management, LLC | 14 | $1.12K | 0.00% | +14 | New |
| Skopos Labs, Inc. | 15 | $1.20K | 0.00% | +15 | New |
| Assetmark, Inc | 16 | $1.28K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 18 | $1.42K | 0.00% | −1−5.3% | Reduced |
| Glen Eagle Advisors, LLC | 18 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $1.52K | 0.00% | −5−20.8% | Reduced |
| Parkside Financial Bank & Trust | 20 | $1.60K | 0.00% | +20 | New |
| Stephens Consulting, LLC | 20 | $1.60K | 0.00% | +20 | New |
| National Bank of Canada | 22 | $1.76K | 0.00% | +22 | New |
| Carolinas Wealth Consulting LLC | 24 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 27 | $2.16K | 0.00% | +4+17.4% | Added |
| Central Trust Co | 28 | $2.24K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 29 | $2.32K | 0.00% | −10−25.6% | Reduced |
| Sierra Ocean, LLC | 32 | $2.56K | 0.00% | +32 | New |
| Principal Securities, Inc. | 31 | $3.12K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 40 | $3.20K | 0.00% | +40 | New |
| Massmutual Trust Co FSB | 45 | $3.60K | 0.00% | +29+181.3% | Added |
| Manchester Capital Management LLC | 46 | $3.68K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Greykasell Wealth Strategies, Inc. | 54 | $4.32K | 0.00% | +54 | New |
| Parallel Advisors, LLC | 55 | $4.40K | 0.00% | +8+17.0% | Added |
| Farther Finance Advisors, LLC | 58 | $4.72K | 0.00% | −1−1.7% | Reduced |
| Jones Financial Companies LLLP | 60 | $4.85K | 0.00% | +29+93.5% | Added |
| Transce3nd, LLC | 61 | $4.88K | 0.00% | −915−93.8% | Reduced |
| Sterling Capital Management LLC | 62 | $4.96K | 0.00% | +2+3.3% | Added |
| Accent Capital Management, LLC | 63 | $5.04K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 66 | $5.35K | 0.00% | −119−64.3% | Reduced |
| Bokf, NA | 69 | $5.52K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 81 | $6.00K | 0.00% | −35−30.2% | Reduced |
| Main Street Group, LTD | 81 | $6.48K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 90 | $7.20K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 91 | $7.28K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 75 | $7.55K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 98 | $7.84K | 0.00% | +98 | New |
| Rothschild Investment LLC | 120 | $9.60K | 0.00% | +45+60.0% | Added |
| Geneos Wealth Management Inc. | 121 | $9.68K | 0.00% | +9+8.0% | Added |
| Private Wealth Management Group, LLC | 121 | $9.68K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 126 | $10.0K | 0.01% | +106+530.0% | Added |
| Quarry LP | 130 | $10.4K | 0.00% | −21−13.9% | Reduced |
| Lindbrook Capital, LLC | 132 | $10.6K | 0.00% | −7−5.0% | Reduced |
| CIBC Private Wealth Group, LLC | 154 | $10.6K | 0.00% | −10−6.1% | Reduced |
| Rise Advisors, LLC | 139 | $11.1K | 0.00% | +139 | New |
| South State Corp. | 140 | $11.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 141 | $11.3K | 0.00% | +75+113.6% | Added |
| Paladin Advisory Group, LLC | 142 | $11.4K | 0.01% | +142 | New |
| Smartleaf Asset Management LLC | 169 | $13.7K | 0.00% | −8−4.5% | Reduced |
| SBI Securities Co., Ltd. | 184 | $14.7K | 0.00% | −112−37.8% | Reduced |
| Allworth Financial LP | 200 | $15.8K | 0.00% | +21+11.7% | Added |
| Smithfield Trust Co | 217 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 236 | $18.9K | 0.00% | −21−8.2% | Reduced |
| Matrix Trust Co | 237 | $19.0K | 0.00% | +12+5.3% | Added |
| NBC Securities, Inc. | 249 | $19.0K | 0.00% | +249 | New |
| Federation des caisses Desjardins du Quebec | 250 | $20.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 252 | $20.2K | 0.00% | +26+11.5% | Added |
| Leonteq Securities AG | 300 | $24.0K | 0.00% | +300 | New |
| Financial Perspectives, Inc | 300 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 320 | $25.6K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 320 | $25.6K | 0.00% | +320 | New |
| GAMMA Investing LLC | 351 | $28.1K | 0.00% | +77+28.1% | Added |
| Versant Capital Management, Inc | 418 | $33.4K | 0.01% | +418 | New |
| GWM Advisors LLC | 427 | $34.2K | 0.00% | +50+13.3% | Added |
| WPG Advisers, LLC | 438 | $35.0K | 0.03% | +204+87.2% | Added |
| Quadrant Capital Group LLC | 489 | $39.1K | 0.00% | +16+3.4% | Added |
| Larson Financial Group LLC | 546 | $43.7K | 0.00% | +526+2,630.0% | Added |
| Signaturefd, LLC | 592 | $47.4K | 0.00% | +74+14.3% | Added |
| TCTC Holdings, LLC | 597 | $47.8K | 0.00% | +303+103.1% | Added |
| Advisor Group Holdings, Inc. | 664 | $53.1K | 0.00% | −1,225−64.8% | Reduced |
| Harvest Fund Management Co., Ltd | 672 | $54.0K | 0.00% | −12,891−95.0% | Reduced |
| Fifth Third Bancorp | 716 | $57.3K | 0.00% | −7−1.0% | Reduced |
| Boston Private Wealth LLC | 722 | $57.8K | 0.00% | +722 | New |
| Clear Street Markets LLC | 800 | $64.0K | 0.04% | +800 | New |
| Advisors Asset Management, Inc. | 849 | $67.9K | 0.00% | +220+35.0% | Added |
| Pittenger & Anderson Inc | 1,000 | $80.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,075 | $86.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,337 | $107.0K | 0.08% | −28−2.1% | Reduced |
| Simplex Trading, LLC | 1,387 | $110.0K | 0.00% | +1,387 | New |
| Public Employees Retirement System of Ohio | 1,398 | $111.9K | 0.00% | +7+0.5% | Added |
| Essex Investment Management Co LLC | 1,455 | $116.4K | 0.02% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,603 | $128.2K | 0.03% | −449−21.9% | Reduced |
| CWM, LLC | 1,628 | $130.0K | 0.00% | +94+6.1% | Added |
| Nisa Investment Advisors, LLC | 1,980 | $158.4K | 0.00% | +50+2.6% | Added |
| Amalgamated Bank | 2,038 | $163.0K | 0.00% | +38+1.9% | Added |
| Group One Trading, L.P. | 2,246 | $179.7K | 0.01% | +2,246 | New |
| Asset Management One Co.,Ltd. | 2,445 | $195.6K | 0.00% | +578+31.0% | Added |
| Anb Bank | 2,531 | $202.5K | 0.09% | −29−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,576 | $206.0K | 0.00% | −16−0.6% | Reduced |
| Aigen Investment Management, LP | 2,642 | $211.4K | 0.03% | +2,642 | New |
| Keebeck Wealth Management, LLC | 2,658 | $212.7K | 0.03% | +119+4.7% | Added |
| M&T Bank Corp | 2,672 | $213.6K | 0.00% | −320−10.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,698 | $215.9K | 0.01% | +2,698 | New |