Q2 HoldingsQTWO
13F holders, Q1 2024 (March 31)254holders
7famous investors
$52.53avg. 13F price*
At the end of Q1 2024, 254 institutions reported holding Q2 Holdings Inc. (QTWO) in their 13F filings. The largest holders were Vanguard Group Inc. ($357.4M), BlackRock Inc. ($324.4M) and Wasatch Advisors LP ($214.4M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Q2 Holdings Inc.
- Filed as
- Q2 HLDGS INC (Q1 2024)
- CUSIP
- 74736L109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $150.5M |
| Exits | 24 | $21.7M |
Ownership 254 holders
| Vanguard Group Inc. | 0.01% | Reduce -2.2% | 6,800,575 | $357.4M |
| BlackRock Inc. | 0.01% | Reduce -9.3% | 6,171,589 | $324.4M |
| Wasatch Advisors LP | 1.12% | Add +10.8% | 4,078,877 | $214.4M |
| Brown Capital Management LLC | 2.39% | Add +0.4% | 2,565,647 | $134.9M |
| Macquarie Group Ltd. | 0.15% | Reduce -1.5% | 2,432,660 | $127.9M |
| Conestoga Capital Advisors, LLC | 1.69% | Add +0.7% | 2,218,924 | $116.6M |
| Jennison Associates LLC | 0.07% | Add +14.6% | 1,852,407 | $97.4M |
| State Street Corp. | 0.00% | Add +0.3% | 1,591,136 | $83.6M |
| Champlain Investment Partners, LLC | 0.42% | Reduce -16.5% | 1,386,629 | $72.9M |
| Morgan Stanley | 0.01% | Reduce -22.5% | 1,381,840 | $72.6M |
| North Reef Capital Management LP | 3.78% | Reduce -17.7% | 1,379,134 | $72.5M |
| Geode Capital Management, LLC | 0.01% | Add +3.2% | 1,250,452 | $65.7M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -8.0% | 1,239,372 | $65.1M |
| Hood River Capital Management LLC | 1.40% | New | 1,194,167 | $62.8M |
| Invesco Ltd. | 0.01% | Add +113.5% | 1,105,288 | $58.1M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -10.5% | 1,027,607 | $54.0M |
| Fred Alger Management, LLC | 0.26% | Reduce -0.5% | 1,013,887 | $53.3M |
| Tensile Capital Management LP | 5.37% | Reduce -5.8% | 932,767 | $49.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +5.7% | 916,043 | $48.1M |
| Adams Street Partners LLC | 16.24% | No change | 777,562 | $40.9M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +2589.8% | 759,676 | $39.9M |
| Tremblant Capital Group | 4.32% | Reduce -24.9% | 732,064 | $38.5M |
| Federated Hermes, Inc. | 0.09% | Add +4.2% | 730,728 | $38.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1910.0% | 719,767 | $37.8M |
| Emerald Advisers, LLC | 1.32% | Add +59.3% | 624,317 | $32.8M |
| Assenagon Asset Management S.A. | 0.09% | Add +2.7% | 622,640 | $32.7M |
| New York State Common Retirement Fund | 0.04% | Reduce -1.7% | 598,182 | $31.4M |
| Northern Trust Corp. | 0.01% | Reduce -2.1% | 571,122 | $30.0M |
| First Trust Advisors LP | 0.03% | Reduce -10.0% | 567,097 | $29.8M |
| Bank of America Corp. | 0.00% | Add +22.0% | 558,231 | $29.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.9% | 529,716 | $27.8M |
| Next Century Growth Investors LLC | 2.37% | Add +2.0% | 519,354 | $27.3M |
| Aberdeen Group plc | 0.05% | New | 517,653 | $27.2M |
| Emerald Mutual Fund Advisers Trust | 1.35% | Add +57.9% | 494,492 | $26.0M |
| TimesSquare Capital Management, LLC | 0.37% | Add +7.3% | 490,005 | $25.8M |
| Victory Capital Management Inc. | 0.03% | Add +8.4% | 489,411 | $25.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.6% | 440,366 | $23.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +19.5% | 400,511 | $21.1M |
| Norges Bank | 0.00% | Reduce -15.9% | 396,331 | $20.8M |
| Royal Bank of Canada | 0.00% | Add +21.2% | 385,113 | $20.2M |
| Mesirow Institutional Investment Management, Inc. | 1.70% | New | 363,419 | $19.1M |
| JPMorgan Chase & Co. | 0.00% | Add +4.1% | 336,669 | $17.7M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -24.7% | 327,415 | $17.2M |
| Handelsbanken Fonder AB | 0.07% | Add +2410.3% | 319,216 | $16.8M |
| Voya Investment Management LLC | 0.02% | Add +1132.5% | 278,661 | $14.6M |
| Coronation Fund Managers Ltd. | 0.37% | Reduce -18.7% | 261,501 | $13.7M |
| Venturi Wealth Management, LLC | 0.86% | Add +0.0% | 254,255 | $13.4M |
| Summit Creek Advisors LLC | 1.63% | Add +16.6% | 246,394 | $13.0M |
| Sei Investments Co. | 0.02% | Add +62.0% | 245,145 | $12.9M |
| Pier Capital, LLC | 1.64% | Add +84.0% | 227,101 | $11.9M |
| Nicholas Company, Inc. | 0.19% | No change | 213,465 | $11.2M |
| Bank of Montreal | 0.00% | Add +36.9% | 190,542 | $10.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -12.4% | 184,772 | $9.7M |
| Comerica Bank | 0.04% | Add +4.4% | 172,251 | $9.1M |
| State of Wisconsin Investment Board | 0.02% | Reduce -8.1% | 165,864 | $8.7M |
| Segall Bryant & Hamill, LLC | 0.16% | New | 165,409 | $8.7M |
| Barclays PLC | 0.00% | Reduce -6.5% | 153,634 | $8.1M |
| Lisanti Capital Growth, LLC | 1.81% | Reduce -13.4% | 140,930 | $7.4M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -0.1% | 140,432 | $7.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -10.5% | 140,345 | $7.4M |
| Motley Fool Wealth Management, LLC | 0.37% | Reduce -40.4% | 135,302 | $7.1M |
| King Luther Capital Management Corp. | 0.03% | Add +1.6% | 134,159 | $7.1M |
| Hillsdale Investment Management Inc. | 0.54% | Add +8.8% | 130,466 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.0% | 121,617 | $6.4M |
| FMR LLC | 0.00% | Reduce -6.6% | 119,285 | $6.3M |
| Man Group plc | 0.02% | Reduce -11.9% | 118,179 | $6.2M |
| Swiss National Bank | 0.00% | Add +0.5% | 115,700 | $6.1M |
| Two Sigma Advisers, LP | 0.01% | Reduce -69.4% | 109,700 | $5.8M |
| Raymond James & Associates | 0.00% | Add +25.7% | 106,692 | $5.6M |
| Picton Mahoney Asset Management | 0.24% | New | 106,405 | $5.6M |
| California Public Employees Retirement System | 0.00% | Add +4.5% | 103,502 | $5.4M |
| Royce & Associates LP | 0.05% | Add +15.8% | 102,274 | $5.4M |
| Informed Momentum Co LLC | 0.76% | Add +1.5% | 92,749 | $4.9M |
| Prudential Financial Inc. | 0.01% | Add +109.2% | 89,753 | $4.7M |
| Rhumbline Advisers | 0.00% | Add +1.4% | 81,266 | $4.3M |
| Global IMC LLC | 0.98% | Reduce -0.0% | 80,979 | $4.3M |
| Oak Ridge Investments LLC | 0.43% | Reduce -4.1% | 80,958 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | No change | 76,323 | $4.0M |
| Millennium Management | 0.00% | Reduce -64.5% | 75,434 | $4.0M |
| Renaissance Technologies | 0.01% | Add +40.4% | 75,100 | $3.9M |
| Legal & General Group Plc | 0.00% | Reduce -0.9% | 74,849 | $3.9M |
| Penserra Capital Management LLC | 0.05% | New | 74,634 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.0% | 74,345 | $3.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 71,280 | $3.7M |
| Axiom Investors LLC | 0.03% | New | 71,150 | $3.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +600.8% | 66,241 | $3.5M |
| Nordea Investment Management AB | 0.00% | Add +45.3% | 64,826 | $3.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.0% | 64,769 | $3.4M |
| UBS Group AG | 0.00% | Reduce -12.2% | 63,439 | $3.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -16.5% | 59,792 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -53.4% | 59,269 | $3.1M |
| California State Teachers Retirement System | 0.00% | Reduce -4.8% | 58,471 | $3.1M |
| Credit Suisse AG/ | 0.00% | Reduce -0.1% | 58,378 | $3.1M |
| Caisse de depot et placement du Quebec | 0.01% | New | 57,500 | $3.0M |
| Algebris (uk) Ltd. | 1.34% | Reduce -47.0% | 61,901 | $3.0M |
| D. E. Shaw & Co. | 0.00% | Reduce -82.0% | 56,789 | $3.0M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +67.4% | 55,617 | $2.9M |
| Renaissance Group LLC | 0.11% | New | 54,495 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Add +16.2% | 53,701 | $2.8M |
| Tudor Investment Corporation | 0.03% | Reduce -64.3% | 52,989 | $2.8M |
| Nomura Holdings Inc. | 0.02% | Add +31.6% | 52,318 | $2.7M |
| Trexquant Investment LP | 0.05% | Add +393.3% | 51,217 | $2.7M |
| ClariVest Asset Management LLC | 0.26% | Reduce -0.5% | 46,949 | $2.5M |
| AQR Capital Management | 0.00% | Reduce -32.0% | 45,668 | $2.4M |
| G2 Investment Partners Management LLC | 0.63% | New | 45,000 | $2.4M |
| Chase Investment Counsel Corp. | 0.88% | New | 44,970 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -7.5% | 44,875 | $2.4M |
| Motley Fool Asset Management LLC | 0.13% | Reduce -50.3% | 39,395 | $2.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -5.1% | 37,591 | $2.0M |
| Franklin Resources Inc. | 0.00% | Reduce -77.5% | 36,500 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +26.4% | 34,423 | $1.8M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | Reduce -54.5% | 34,333 | $1.8M |
| Amundi | 0.00% | Reduce -3.0% | 35,922 | $1.8M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Add +7.5% | 33,966 | $1.8M |
| STRS Ohio | 0.01% | New | 33,600 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -23.7% | 32,446 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +73.5% | 32,297 | $1.7M |
| Gotham Asset Management | 0.03% | Add +87.5% | 31,518 | $1.7M |
| Curi Capital, LLC | 0.04% | Add +27.8% | 31,395 | $1.7M |
| Deutsche Bank AG | 0.00% | Reduce -80.1% | 31,360 | $1.6M |
| Capital Fund Management S.A. | 0.02% | Reduce -2.6% | 30,869 | $1.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -91.7% | 30,503 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | No change | 29,843 | $1.6M |
| Squarepoint Ops LLC | 0.01% | Reduce -63.4% | 29,607 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 29,368 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 28,627 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -3.9% | 28,513 | $1.5M |
| American International Group, Inc. | 0.01% | Reduce -0.8% | 28,073 | $1.5M |
| Danske Bank A/S | 0.00% | — | 27,541 | $1.4M |
| Citigroup Inc. | 0.00% | Add +110.6% | 26,324 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Add +58.6% | 25,779 | $1.4M |
| Gsa Capital Partners LLP | 0.11% | Reduce -21.4% | 25,539 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +55.2% | 25,519 | $1.3M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +13.8% | 25,329 | $1.3M |
| Inspire Investing, LLC | 0.13% | Add +145.3% | 24,966 | $1.3M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -25.0% | 24,130 | $1.3M |
| Inspire Advisors, LLC | 0.16% | Add +5.8% | 21,524 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | New | 20,072 | $1.1M |
| American Century Companies Inc. | 0.00% | Reduce -9.1% | 19,869 | $1.0M |
| Los Angeles Capital Management LLC | 0.00% | Add +35.9% | 18,558 | $975K |
| Bessemer Group Inc. | 0.00% | Reduce -15.6% | 18,550 | $975K |
| Shellback Capital, LP | 0.06% | New | 18,015 | $947K |
| Henshaw Capital LLC | 0.04% | No change | 16,620 | $874K |
| Natixis Advisors, LLC | 0.00% | Add +1.6% | 16,454 | $865K |
| Arizona State Retirement System | 0.01% | Reduce -1.4% | 16,114 | $847K |
| Level Four Advisory Services, LLC | 0.05% | Add +2.8% | 19,403 | $842K |
| Keybank National Association | 0.00% | Add +15.2% | 15,057 | $791K |
| Diversified Trust Co. | 0.02% | Add +6.5% | 14,556 | $765K |
| Russell Investments Group, Ltd. | 0.00% | Add +4.1% | 14,440 | $759K |
| Legato Capital Management LLC | 0.09% | No change | 14,200 | $746K |
| Panagora Asset Management Inc. | 0.00% | Add +0.8% | 13,252 | $697K |
| Lazard Asset Management LLC | 0.00% | Reduce -5.2% | 13,134 | $690K |
| Foundations Investment Advisors, LLC | 0.02% | No change | 13,100 | $689K |
| Stifel Financial Corp. | 0.00% | Add +12.5% | 12,572 | $661K |
| Capstone Investment Advisors, LLC | 0.02% | Reduce -1.8% | 11,939 | $628K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -9.6% | 11,723 | $616K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -95.5% | 11,215 | $589K |
| Engineers Gate Manager LP | 0.02% | Add +56.1% | 11,120 | $584K |
| Boothbay Fund Management, LLC | 0.02% | New | 11,049 | $581K |
| ProShare Advisors LLC | 0.00% | Add +7.3% | 11,019 | $579K |
| Synovus Financial Corp. | 0.01% | New | 10,802 | $568K |
| LPL Financial LLC | 0.00% | Reduce -2.3% | 10,793 | $567K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -8.4% | 24,400 | $561K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -25.2% | 10,490 | $551K |
| Glenmede Trust Co. NA | 0.00% | Add +9.9% | 10,417 | $548K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +25.2% | 20,341 | $501K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -3.1% | 9,288 | $488K |
| Cipher Capital LP | 0.22% | Reduce -13.7% | 9,100 | $478K |
| Cim Investment Management Inc. | 0.14% | No change | 8,675 | $456K |
| PFG Investments, LLC | 0.03% | New | 8,285 | $435K |
| State of Wyoming | 0.07% | Add +6.1% | 8,225 | $432K |
| Creative Planning | 0.00% | Add +56.1% | 8,086 | $425K |
| HSBC Holdings PLC | 0.00% | New | 7,538 | $396K |
| Contravisory Investment Management, Inc. | 0.08% | Add +4.4% | 7,164 | $377K |
| Premier Fund Managers Ltd | 0.01% | Add +6.5% | 7,096 | $373K |
| Versor Investments LP | 0.07% | Reduce -27.8% | 6,790 | $357K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,394 | $336K |
| Natixis | 0.00% | New | 6,385 | $336K |
| Arcus Capital Partners, LLC | 0.11% | No change | 6,328 | $333K |
| Bayesian Capital Management, LP | 0.03% | Reduce -59.8% | 6,254 | $329K |
| Pictet Asset Management Holding SA | 0.00% | Add +5.0% | 6,254 | $329K |
| RiverPark Advisors, LLC | 0.27% | Add +361.4% | 6,146 | $323K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -17.0% | 6,100 | $321K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,896 | $310K |
| XTX Topco Ltd | 0.04% | New | 5,727 | $301K |
| Moran Wealth Management, LLC | 0.01% | New | 5,666 | $298K |
| Walleye Trading LLC | 0.00% | Reduce -59.2% | 5,490 | $289K |
| Edgestream Partners, L.P. | 0.01% | New | 5,347 | $281K |
| Virtus Investment Advisers, LLC | 0.19% | No change | 4,958 | $261K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -2.7% | 4,878 | $256K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.03% | Reduce -6.3% | 4,764 | $250K |
| Two Sigma Securities, LLC | 0.01% | New | 4,364 | $229K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 4,356 | $229K |
| Baird Financial Group, Inc. | 0.00% | New | 4,200 | $221K |
| Accel Wealth Management | 0.09% | New | 4,185 | $220K |
| Captrust Financial Advisors | 0.00% | Reduce -70.4% | 4,121 | $217K |
| Dakota Wealth Management | 0.01% | New | 4,058 | $213K |
| Raymond James Trust N.A. | 0.01% | New | 4,008 | $211K |
| Parallax Volatility Advisers, L.P. | 0.01% | New | 3,811 | $200K |
| Shell Asset Management Co. | 0.01% | Reduce -8.7% | 3,147 | $190K |
| Globeflex Capital L P | 0.02% | No change | 3,557 | $187K |
| Criterion Capital Advisors, LLC | 0.12% | No change | 3,500 | $184K |
| SG Americas Securities, LLC | 0.00% | New | 3,289 | $173K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -7.7% | 2,971 | $156K |
| Northwest & Ethical Investments L.P. | 0.00% | New | 2,700 | $142K |
| Essex Investment Management Co. LLC | 0.03% | No change | 2,601 | $137K |
| Amalgamated Bank | 0.00% | Reduce -76.3% | 1,912 | $100K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.4% | 1,860 | $98K |
| Hilltop National Bank | 0.03% | — | 1,620 | $85K |
| Arcadia Investment Management Corp. | 0.01% | No change | 1,119 | $59K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,000 | $53K |
| Fifth Third Bancorp | 0.00% | Add +10.8% | 900 | $47K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 838 | $44K |
| Virtus Fund Advisers, LLC | 0.16% | No change | 837 | $44K |
| Canada Pension Plan Investment Board | 0.00% | No change | 800 | $42K |
| PNC Financial Services Group, Inc. | 0.00% | Add +169.9% | 664 | $35K |
| MCF Advisors LLC | 0.00% | No change | 613 | $32K |
| Tucker Asset Management LLC | 0.01% | New | 557 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.1% | 513 | $27K |
| Quadrant Capital Group LLC | 0.00% | Reduce -24.1% | 504 | $26K |
| Lanark Financial, Inc. | 0.00% | No change | 488 | $25K |
| Signaturefd, LLC | 0.00% | No change | 425 | $22K |
| Cwm, LLC | 0.00% | Add +41.2% | 312 | $16K |
| Financial Perspectives, Inc | 0.01% | No change | 300 | $16K |
| Catalyst Funds Management Pty Ltd | 0.00% | — | 300 | $16K |
| Osaic Holdings, Inc. | 0.00% | Reduce -93.9% | 174 | $9K |
| Private Trust Co. NA | 0.00% | No change | 170 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | New | 160 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 121 | $6K |
| Lindbrook Capital, LLC | 0.00% | No change | 79 | $4K |
| Main Street Group, LTD | 0.00% | No change | 81 | $4K |
| Elequin Capital, LP | 0.00% | New | 75 | $4K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 68 | $4K |
| First PREMIER Bank | 0.00% | New | 57 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.4% | 58 | $3K |
| Allworth Financial LP | 0.00% | Add +8.0% | 54 | $3K |
| Stone House Investment Management, LLC | 0.00% | No change | 50 | $3K |
| Parallel Advisors, LLC | 0.00% | New | 50 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 46 | $2K |
| GAMMA Investing LLC | 0.00% | Add +133.3% | 42 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 40 | $2K |
| Huntington National Bank | 0.00% | No change | 32 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 28 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 20 | $1K |
| Montag A & Associates Inc. | 0.00% | New | 20 | $1K |
| Avion Wealth | 0.00% | New | 10 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 19 | $999 |
| Global Retirement Partners, LLC | 0.00% | No change | 18 | $946 |
| Carolinas Wealth Consulting LLC | 0.00% | New | 14 | $749 |
| Avior Wealth Management, LLC | 0.00% | New | 11 | $578 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 10 | $526 |
| Geneos Wealth Management Inc. | 0.00% | New | 10 | $526 |
| Rothschild Investment LLC | 0.00% | New | 5 | $263 |
| Covestor Ltd | 0.00% | Add +25.0% | 5 | $0 |
"% of holder's portfolio" is QTWO's weight in each manager's 13F, not the share of Q2 Holdings Inc. the manager owns.