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 2025
Institutional positions in Q2 Holdings, Inc. as of Jun 30, 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
- 327
- −7 vs. Q1 2025
- Shares held
- 64.4M
- −723.6K (−1.1%) vs. Q1 2025
- Total value
- $6.03B
- +$817.3M (+15.7%) vs. Q1 2025
- New holders
- 38
- 131 more added
- Sold out
- 45
- 107 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Q2 Holdings, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 3 | $281 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3 | $281 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3 | $281 | 0.00% | +3 | New |
| IFP Advisors, Inc | 3 | $282 | 0.00% | +2+200.0% | Added |
| Hughes Financial Services, LLC | 6 | $453 | 0.00% | −7−53.8% | Reduced |
| TD Capital Management LLC | 6 | $562 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $656 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 9 | $842 | 0.00% | −60−87.0% | Reduced |
| CVA Family Office, LLC | 10 | $936 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | +5+41.7% | Added |
| Sierra Ocean, LLC | 13 | $1.22K | 0.00% | −19−59.4% | Reduced |
| UMA Financial Services, Inc. | 13 | $1.22K | 0.00% | +13 | New |
| Golden State Wealth Management, LLC | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 15 | $1.40K | 0.00% | −40−72.7% | Reduced |
| Bare Financial Services, Inc | 15 | $1.40K | 0.00% | +15 | New |
| Montag A & Associates Inc | 18 | $1.66K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 18 | $1.69K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 18 | $1.69K | 0.00% | +2+12.5% | Added |
| Bell Investment Advisors, Inc | 19 | $1.78K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 26 | $2.43K | 0.00% | +11+73.3% | Added |
| Bryn Mawr Trust Co | 27 | $2.53K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 28 | $2.62K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 40 | $3.74K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $3.74K | 0.00% | +20+100.0% | Added |
| Manchester Capital Management LLC | 46 | $4.31K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 47 | $4.40K | 0.00% | +47 | New |
| Stone House Investment Management, LLC | 50 | $4.68K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 54 | $5.05K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 57 | $5.36K | 0.00% | −112−66.3% | Reduced |
| Huntington National Bank | 61 | $5.71K | 0.00% | −80−56.7% | Reduced |
| EverSource Wealth Advisors, LLC | 61 | $5.71K | 0.00% | +32+110.3% | Added |
| Essential Partners LLC | 61 | $5.71K | 0.00% | +61 | New |
| Accent Capital Management, LLC | 63 | $5.90K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 63 | $5.90K | 0.00% | +5+8.6% | Added |
| Ci Investments Inc. | 71 | $7.00K | 0.00% | −10−12.3% | Reduced |
| Darwin Advisors, LLC | 75 | $7.02K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 79 | $7.39K | 0.00% | +34+75.6% | Added |
| Main Street Group, LTD | 81 | $7.58K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 81 | $7.61K | 0.00% | +21+35.0% | Added |
| Highline Wealth Partners LLC | 98 | $9.17K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 100 | $9.36K | 0.00% | +100 | New |
| GWM Advisors LLC | 102 | $9.55K | 0.00% | −325−76.1% | Reduced |
| Geneos Wealth Management Inc. | 102 | $9.55K | 0.00% | −19−15.7% | Reduced |
| Private Wealth Management Group, LLC | 121 | $11.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 125 | $12.0K | 0.01% | −1−0.8% | Reduced |
| Rise Advisors, LLC | 139 | $13.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 141 | $13.2K | 0.00% | −13−8.4% | Reduced |
| Rothschild Investment LLC | 160 | $15.0K | 0.00% | +40+33.3% | Added |
| Allworth Financial LP | 197 | $18.4K | 0.00% | −3−1.5% | Reduced |
| Principal Securities, Inc. | 206 | $19.3K | 0.00% | +175+564.5% | Added |
| SBI Securities Co., Ltd. | 210 | $19.7K | 0.00% | +26+14.1% | Added |
| Private Trust Co NA | 213 | $19.9K | 0.00% | −23−9.7% | Reduced |
| Smithfield Trust Co | 217 | $21.0K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 232 | $22.0K | 0.00% | −5−2.1% | Reduced |
| NBC Securities, Inc. | 249 | $23.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 250 | $23.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 266 | $24.9K | 0.00% | +266 | New |
| MCF Advisors LLC | 267 | $25.0K | 0.00% | +15+6.0% | Added |
| Headlands Technologies LLC | 275 | $25.7K | 0.00% | +275 | New |
| Whittier Trust Co of Nevada Inc | 294 | $27.5K | 0.00% | +282+2,350.0% | Added |
| Financial Perspectives, Inc | 300 | $28.1K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 300 | $28.1K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 320 | $29.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 362 | $33.9K | 0.01% | +232+178.5% | Added |
| WPG Advisers, LLC | 366 | $34.3K | 0.03% | −72−16.4% | Reduced |
| Larson Financial Group LLC | 386 | $36.1K | 0.00% | −160−29.3% | Reduced |
| GAMMA Investing LLC | 398 | $37.2K | 0.00% | +47+13.4% | Added |
| Versant Capital Management, Inc | 440 | $41.2K | 0.01% | +22+5.3% | Added |
| Signaturefd, LLC | 611 | $57.2K | 0.00% | +19+3.2% | Added |
| Northwestern Mutual Wealth Management Co | 630 | $59.0K | 0.00% | +539+592.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 649 | $61.0K | 0.00% | +649 | New |
| Fifth Third Bancorp | 679 | $63.5K | 0.00% | −37−5.2% | Reduced |
| Danske Bank A/S | 782 | $73.2K | 0.00% | −21,180−96.4% | Reduced |
| Pittenger & Anderson Inc | 1,000 | $93.6K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,003 | $93.9K | 0.00% | +154+18.1% | Added |
| Asset Management One Co.,Ltd. | 1,291 | $120.8K | 0.00% | −1,154−47.2% | Reduced |
| 1620 Investment Advisors, Inc. | 1,369 | $128.1K | 0.09% | +32+2.4% | Added |
| Public Employees Retirement System of Ohio | 1,406 | $131.6K | 0.00% | +8+0.6% | Added |
| Essex Investment Management Co LLC | 1,455 | $136.2K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 1,696 | $159.0K | 0.00% | −1,028−37.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,858 | $173.9K | 0.00% | −122−6.2% | Reduced |
| Hilltop National Bank | 1,892 | $177.1K | 0.05% | +1,892 | New |
| CWM, LLC | 1,917 | $179.0K | 0.00% | +289+17.8% | Added |
| Amalgamated Bank | 2,038 | $191.0K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LLP | 2,144 | $200.7K | 0.01% | +2,144 | New |
| Corton Capital Inc. | 2,153 | $201.5K | 0.23% | +2,153 | New |
| State of Wyoming | 2,271 | $212.5K | 0.03% | −3,406−60.0% | Reduced |
| Shell Asset Management Co | 2,353 | $220.0K | 0.01% | −495−17.4% | Reduced |
| Captrust Financial Advisors | 2,376 | $222.4K | 0.00% | +2,376 | New |
| EntryPoint Capital, LLC | 2,400 | $224.6K | 0.11% | +2,400 | New |
| Accel Wealth Management | 2,435 | $227.9K | 0.08% | −1,590−39.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,576 | $241.0K | 0.00% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 2,577 | $241.2K | 0.07% | −4,031−61.0% | Reduced |
| RiverPark Advisors, LLC | 2,695 | $252.2K | 0.15% | −346−11.4% | Reduced |
| Anb Bank | 2,710 | $253.6K | 0.11% | +179+7.1% | Added |
| Boothbay Fund Management, LLC | 2,808 | $262.8K | 0.01% | −14,752−84.0% | Reduced |
| Two Sigma Securities, LLC | 2,853 | $267.0K | 0.03% | +2,853 | New |
| Capstone Investment Advisors, LLC | 2,900 | $271.4K | 0.00% | +2,900 | New |
| Wealth Enhancement Advisory Services, LLC | 2,930 | $277.1K | 0.00% | +2,930 | New |
| DRW Securities, LLC | 3,033 | $283.9K | 0.02% | −138−4.4% | Reduced |