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 2025
Institutional positions in Q2 Holdings, Inc. as of Sep 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
- +3 vs. Q2 2025
- Shares held
- 66.4M
- +2.67M (+4.2%) vs. Q2 2025
- Total value
- $4.81B
- −$1.16B (−19.4%) vs. Q2 2025
- New holders
- 66
- 116 more added
- Sold out
- 63
- 109 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Q2 Holdings, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 10 | $0 | 0.00% | −7−41.2% | Reduced |
| Turning Point Benefit Group, Inc. | 1 | $68 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $72 | 0.00% | +1 | New |
| MAI Capital Management | 3 | $218 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 6 | $434 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $507 | 0.00% | +7 | New |
| CVA Family Office, LLC | 10 | $724 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 10 | $724 | 0.00% | +10 | New |
| Parallel Advisors, LLC | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 19 | $1.38K | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 19 | $1.38K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 20 | $1.42K | 0.00% | +2+11.1% | Added |
| Clearstead Advisors, LLC | 21 | $1.52K | 0.00% | +21 | New |
| Marquette Asset Management, LLC | 21 | $1.52K | 0.00% | +21 | New |
| Parkside Financial Bank & Trust | 29 | $2.10K | 0.00% | −11−27.5% | Reduced |
| Golden State Wealth Management, LLC | 33 | $2.39K | 0.00% | +19+135.7% | Added |
| Principal Securities, Inc. | 36 | $2.61K | 0.00% | −170−82.5% | Reduced |
| Essential Partners LLC | 36 | $2.61K | 0.00% | −25−41.0% | Reduced |
| Assetmark, Inc | 39 | $2.82K | 0.00% | +21+116.7% | Added |
| EverSource Wealth Advisors, LLC | 40 | $2.90K | 0.00% | −21−34.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 40 | $2.90K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $3.33K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 47 | $3.40K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 50 | $3.62K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 50 | $3.62K | 0.00% | +50 | New |
| Greykasell Wealth Strategies, Inc. | 54 | $3.91K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 62 | $4.49K | 0.00% | +62 | New |
| Accent Capital Management, LLC | 63 | $4.56K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 65 | $4.71K | 0.00% | +2+3.2% | Added |
| Wealthspire Advisors, LLC | 76 | $5.50K | 0.00% | +76 | New |
| Main Street Group, LTD | 81 | $5.86K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 81 | $6.06K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 84 | $6.08K | 0.00% | +84 | New |
| MCF Advisors LLC | 92 | $6.66K | 0.00% | −175−65.5% | Reduced |
| Keener Financial Planning LLC | 97 | $7.00K | 0.00% | +97 | New |
| Highline Wealth Partners LLC | 98 | $7.09K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 100 | $7.24K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 102 | $7.38K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 110 | $7.96K | 0.00% | −50−31.3% | Reduced |
| Huntington National Bank | 110 | $7.96K | 0.00% | +49+80.3% | Added |
| Massmutual Trust Co FSB | 113 | $8.18K | 0.00% | +34+43.0% | Added |
| Private Wealth Management Group, LLC | 121 | $8.76K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 137 | $9.92K | 0.00% | +137 | New |
| Rise Advisors, LLC | 139 | $10.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 141 | $10.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 148 | $10.7K | 0.00% | +148 | New |
| Private Trust Co NA | 192 | $13.9K | 0.00% | −21−9.9% | Reduced |
| Smartleaf Asset Management LLC | 192 | $14.2K | 0.00% | +135+236.8% | Added |
| Allworth Financial LP | 233 | $16.9K | 0.00% | +36+18.3% | Added |
| Hantz Financial Services, Inc. | 238 | $17.0K | 0.00% | +238 | New |
| SBI Securities Co., Ltd. | 237 | $17.2K | 0.00% | +27+12.9% | Added |
| NBC Securities, Inc. | 249 | $18.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 250 | $18.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 289 | $19.5K | 0.00% | −5−1.7% | Reduced |
| Financial Perspectives, Inc | 300 | $21.7K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 320 | $23.2K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 360 | $26.1K | 0.01% | +360 | New |
| WPG Advisers, LLC | 366 | $26.5K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 370 | $26.8K | 0.00% | +370 | New |
| GAMMA Investing LLC | 390 | $28.2K | 0.00% | −8−2.0% | Reduced |
| Larson Financial Group LLC | 399 | $28.9K | 0.00% | +13+3.4% | Added |
| Salomon & Ludwin, LLC | 444 | $30.0K | 0.00% | +444 | New |
| Versant Capital Management, Inc | 449 | $32.5K | 0.00% | +9+2.0% | Added |
| Pittenger & Anderson Inc | 500 | $36.2K | 0.00% | −500−50.0% | Reduced |
| First Horizon Corp | 507 | $36.7K | 0.00% | +507 | New |
| Quadrant Capital Group LLC | 525 | $38.0K | 0.00% | +525 | New |
| Northwestern Mutual Wealth Management Co | 559 | $40.5K | 0.00% | −71−11.3% | Reduced |
| Signaturefd, LLC | 585 | $42.3K | 0.00% | −26−4.3% | Reduced |
| Quarry LP | 697 | $50.5K | 0.01% | +335+92.5% | Added |
| Danske Bank A/S | 700 | $50.7K | 0.00% | −82−10.5% | Reduced |
| Fifth Third Bancorp | 801 | $58.0K | 0.00% | +122+18.0% | Added |
| SRS Capital Advisors, Inc. | 802 | $58.1K | 0.00% | +536+201.5% | Added |
| Shell Asset Management Co | 917 | $66.0K | 0.01% | −1,436−61.0% | Reduced |
| Essex Investment Management Co LLC | 974 | $70.5K | 0.01% | −481−33.1% | Reduced |
| Advisors Asset Management, Inc. | 1,005 | $72.8K | 0.00% | +2+0.2% | Added |
| RiverPark Advisors, LLC | 1,110 | $80.4K | 0.03% | −1,585−58.8% | Reduced |
| REAP Financial Group, LLC | 1,120 | $81.1K | 0.02% | +1,120 | New |
| Pacer Advisors, Inc. | 1,248 | $90.3K | 0.00% | +1,248 | New |
| Fulcrum Asset Management LLP | 1,255 | $90.8K | 0.03% | −7,566−85.8% | Reduced |
| 1620 Investment Advisors, Inc. | 1,349 | $97.7K | 0.07% | −20−1.5% | Reduced |
| Asset Management One Co.,Ltd. | 1,616 | $117.0K | 0.00% | +325+25.2% | Added |
| Advisory Services Network, LLC | 1,656 | $119.9K | 0.00% | +1,656 | New |
| Aster Capital Management (DIFC) Ltd | 1,694 | $122.6K | 0.06% | +1,694 | New |
| KBC Group NV | 1,696 | $123.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,746 | $126.4K | 0.00% | −7,245−80.6% | Reduced |
| CWM, LLC | 1,868 | $135.0K | 0.00% | −49−2.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,997 | $144.6K | 0.00% | +139+7.5% | Added |
| Hilltop National Bank | 2,077 | $150.4K | 0.04% | +185+9.8% | Added |
| State of Wyoming | 2,412 | $174.6K | 0.02% | +141+6.2% | Added |
| Freestone Grove Partners LP | 2,784 | $201.5K | 0.00% | +2,784 | New |
| Wolverine Trading, LLC | 2,770 | $204.9K | 0.00% | +2,770 | New |
| MML Investors Services, LLC | 2,916 | $211.1K | 0.00% | +2,916 | New |
| Profund Advisors LLC | 2,916 | $211.1K | 0.01% | +2,916 | New |
| Hohimer Wealth Management, LLC | 2,945 | $213.2K | 0.03% | +2,945 | New |
| Corton Capital Inc. | 3,013 | $218.1K | 0.54% | +860+39.9% | Added |
| Swiss Life Asset Management Ltd | 3,018 | $218.5K | 0.00% | +3,018 | New |
| Capstone Investment Advisors, LLC | 3,025 | $219.0K | 0.00% | +125+4.3% | Added |
| Inspire Advisors, LLC | 3,083 | $223.2K | 0.02% | −256−7.7% | Reduced |