Q2 HoldingsQTWO

13F holders, Q1 2025 (March 31)
337holders +1
53new positions
47sold out
6famous investors
$80.01avg. 13F price*

At the end of Q1 2025, 337 institutions reported holding Q2 Holdings Inc. (QTWO) in their 13F filings, up 1 from Q4 2024. 53 opened new positions and 47 sold out. The largest holders were Vanguard Group Inc. ($556.8M), BlackRock, Inc. ($463.9M) and Invesco Ltd. ($214.0M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management'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 2025)
CUSIP
74736L109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 254Q1 2024Q2 2024: 273Q2 2024Q3 2024: 294Q3 2024Q4 2024: 336Q4 2024Q1 2025: 337Q1 2025Q2 2025: 328Q2 2025Q3 2025: 328Q3 2025Q4 2025: 350Q4 2025Q1 2026: 350Q1 2026Q2 2026: 328Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions53$96.9M
Exits47$68.9M

All 13F filers, Q4 2024 → Q1 2025: 6,538,796 shares bought and 3,642,922 shares sold, net +2,895,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 337 holders

Vanguard Group Inc. 0.01% Reduce -0.1% 6,959,454 $556.8M
BlackRock, Inc. 0.01% Reduce -0.5% 5,798,268 $463.9M
Invesco Ltd. 0.04% Add +2.3% 2,675,224 $214.0M
Wasatch Advisors LP 0.93% Reduce -2.1% 2,072,544 $165.8M
William Blair Investment Management, LLC 0.44% Reduce -2.3% 1,967,187 $157.4M
Conestoga Capital Advisors, LLC 2.36% Add +1.6% 1,957,893 $156.7M
Massachusetts Financial Services Co. 0.05% Add +28.1% 1,724,135 $137.9M
Capital Research Global Investors 0.03% Add +11.1% 1,686,968 $135.0M
State Street Corp. 0.01% Reduce -1.3% 1,593,126 $127.5M
Macquarie Group Ltd. 0.16% Add +0.5% 1,582,768 $126.6M
Geode Capital Management, LLC 0.01% Add +3.9% 1,443,421 $115.8M
Jennison Associates LLC 0.07% Add +3.3% 1,301,772 $104.2M
Brown Capital Management LLC 3.01% Reduce -12.1% 1,247,471 $99.8M
Morgan Stanley 0.01% Add +4.3% 993,645 $79.5M
Assenagon Asset Management S.A. 0.14% Add +1043.1% 954,979 $76.4M
Ameriprise Financial Inc. 0.02% Reduce -7.7% 935,252 $74.8M
Dimensional Fund Advisors LP 0.02% Reduce -3.7% 903,335 $72.3M
Tensile Capital Management LP 8.80% Reduce -0.7% 861,767 $69.0M
FMR LLC 0.00% Add +34.1% 827,429 $66.2M
North Reef Capital Management LP 2.86% Add +5.7% 825,000 $66.0M
Perpetual Ltd 0.76% Add +4.7% 787,636 $63.0M
Federated Hermes, Inc. 0.13% Add +5.4% 746,938 $59.8M
Norges Bank 0.01% Add +232.1% 714,112 $57.1M
T. Rowe Price Associates Inc. 0.01% Reduce -7.7% 695,099 $55.6M
American Century Companies Inc. 0.03% Reduce -42.5% 681,169 $54.5M
JPMorgan Chase & Co. 0.00% Reduce -26.5% 661,769 $52.9M
Nuveen, LLC 0.02% — 649,423 $52.0M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -17.2% 617,010 $49.4M
Northern Trust Corp. 0.01% Reduce -1.3% 603,494 $48.3M
Bank of America Corp. 0.00% Add +11.7% 578,309 $46.3M
Squarepoint Ops LLC 0.11% Add +383.4% 565,570 $45.3M
Manufacturers Life Insurance Company, The 0.04% Add +30.5% 565,503 $45.2M
Lord, Abbett & Co. LLC 0.17% Add +0.8% 552,399 $44.2M
Hood River Capital Management LLC 0.74% Reduce -41.4% 545,780 $43.7M
Goldman Sachs Group Inc. 0.01% Add +21.6% 537,717 $43.0M
Fred Alger Management, LLC 0.24% Reduce -24.3% 534,723 $42.8M
Charles Schwab Investment Management Inc. 0.01% Add +1.5% 514,732 $41.2M
Franklin Resources Inc. 0.01% Add +9.0% 514,094 $41.1M
Royal Bank of Canada 0.01% Reduce -18.6% 507,223 $40.6M
Emerald Advisers, LLC 1.78% Add +1.9% 493,433 $39.5M
Rockefeller Capital Management L.P. 0.10% Add +26.3% 481,298 $38.5M
UBS Group AG 0.01% Add +60.8% 448,407 $35.9M
Millennium Management 0.03% Add +142.3% 431,544 $34.5M
Handelsbanken Fonder AB 0.14% Add +17.3% 422,916 $33.8M
Victory Capital Management Inc. 0.03% Add +56.4% 405,501 $32.4M
New York State Common Retirement Fund 0.05% Reduce -13.6% 404,869 $32.4M
First Trust Advisors LP 0.03% Add +5.6% 378,500 $30.3M
TimesSquare Capital Management, LLC 0.46% Reduce -5.8% 354,035 $28.3M
Aberdeen Group plc 0.05% Add +15.7% 345,918 $27.7M
Bessemer Group Inc. 0.05% Add +4.1% 328,625 $26.3M
Bank of New York Mellon Corp 0.00% Reduce -4.4% 308,380 $24.7M
Bank of Montreal 0.01% Reduce -17.9% 300,601 $24.1M
Emerald Mutual Fund Advisers Trust 1.70% Reduce -3.1% 290,445 $23.2M
Tremblant Capital Group 2.68% Add +25.0% 272,850 $21.8M
Voya Investment Management LLC 0.03% Add +24.4% 256,529 $20.5M
Tidal Investments LLC 0.17% Add +17.3% 250,909 $20.1M
BNP Paribas Financial Markets 0.02% Add +71.1% 244,163 $19.5M
Oberweis Asset Management Inc./ 0.97% Add +108.6% 242,990 $19.4M
Next Century Growth Investors LLC 1.60% Add +7.7% 224,703 $18.0M
Summit Creek Advisors LLC 2.58% Add +12.2% 221,192 $17.7M
Venturi Wealth Management, LLC 0.88% Reduce -24.5% 211,787 $16.9M
Neuberger Berman Group LLC 0.01% Add +35.8% 208,898 $16.7M
Segall Bryant & Hamill, LLC 0.26% Reduce -9.5% 208,400 $16.7M
Pembroke Management, LTD 2.29% Reduce -1.6% 196,558 $15.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +3.9% 186,318 $14.9M
Raymond James Financial Inc. 0.01% Reduce -2.0% 177,978 $14.2M
Sei Investments Co. 0.02% Reduce -8.9% 172,245 $13.8M
Comerica Bank 0.06% Add +15.6% 172,142 $13.8M
Barclays PLC 0.01% Reduce -13.3% 149,056 $11.9M
Robeco Institutional Asset Management B.V. 0.02% Add +7.7% 140,251 $11.2M
State of Wisconsin Investment Board 0.03% Reduce -7.1% 139,765 $11.2M
Allspring Global Investments Holdings, LLC 0.02% Add +7.6% 137,694 $11.0M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Reduce -15.1% 137,685 $11.0M
Nicholas Company, Inc. 0.19% No change 136,736 $10.9M
Jump Financial, LLC 0.16% New 134,212 $10.7M
Allianz Asset Management GmbH 0.02% New 129,945 $10.4M
Qube Research & Technologies Ltd 0.02% Add +207.1% 123,580 $9.9M
Balyasny Asset Management L.P. 0.03% New 122,987 $9.8M
Motley Fool Wealth Management, LLC 0.58% Reduce -8.5% 122,599 $9.8M
Swiss National Bank 0.01% Reduce -1.2% 117,100 $9.4M
Cookson Peirce & Co. Inc. 0.47% Add +0.7% 116,814 $9.3M
Axiom Investors LLC 0.09% Reduce -52.0% 113,105 $9.0M
Citigroup Inc. 0.01% Add +74.2% 111,325 $8.9M
Clearbridge Investments, LLC 0.01% Reduce -18.1% 110,142 $8.8M
Nordea Investment Management AB 0.01% Reduce -0.0% 111,076 $8.7M
California Public Employees Retirement System 0.01% Add +1.0% 105,129 $8.4M
Curi Capital, LLC 0.21% Add +32.9% 104,503 $8.4M
Pier Capital, LLC 1.37% Add +10.3% 102,295 $8.2M
M&G PLC 0.05% New 101,467 $8.1M
Citadel Advisors 0.01% New 97,240 $7.8M
Peregrine Capital Management LLC 0.26% New 97,219 $7.8M
Envestnet Asset Management Inc. 0.00% Reduce -0.6% 96,811 $7.7M
King Luther Capital Management Corp. 0.03% Reduce -21.3% 90,661 $7.3M
Wells Fargo & Company 0.00% Add +16.6% 89,362 $7.1M
Rhumbline Advisers 0.01% Add +7.0% 87,324 $7.0M
Susquehanna International Group, LLP 0.01% Add +129.5% 87,135 $7.0M
Renaissance Technologies 0.01% Add +84.1% 86,700 $6.9M
Cubist Systematic Strategies, LLC 0.09% Add +100.2% 84,718 $6.8M
Penserra Capital Management LLC 0.12% Add +2.3% 81,391 $6.5M
Capital Fund Management S.A. 0.08% New 81,010 $6.5M
Jane Street Group, LLC 0.01% Add +244.3% 80,271 $6.4M
Schonfeld Strategic Advisors LLC 0.04% New 76,589 $6.1M
G2 Investment Partners Management LLC 1.97% New 75,400 $6.0M
Renaissance Group LLC 0.26% Add +23.2% 73,087 $5.8M
Alliancebernstein L.P. 0.00% Reduce -0.1% 71,265 $5.7M
AXA S.A. 0.02% Add +5.5% 69,771 $5.6M
CANADA LIFE ASSURANCE Co 0.01% Add +18.0% 69,717 $5.6M
Hillsdale Investment Management Inc. 0.28% Add +3.4% 69,536 $5.6M
Legal & General Group Plc 0.00% Reduce -0.1% 68,167 $5.5M
Lisanti Capital Growth, LLC 1.59% Reduce -42.4% 66,665 $5.3M
Homestead Advisers Corp 0.12% Add +15.4% 62,300 $5.0M
AQR Capital Management 0.01% Reduce -0.6% 61,870 $5.0M
Voloridge Investment Management, LLC 0.02% Add +993.3% 57,516 $4.6M
PDT Partners, LLC 0.32% Add +1524.2% 57,010 $4.6M
California State Teachers Retirement System 0.01% Reduce -1.1% 55,648 $4.5M
DekaBank Deutsche Girozentrale 0.01% No change 55,617 $4.4M
Nomura Holdings Inc. 0.02% Reduce -57.8% 54,828 $4.4M
STRS Ohio 0.02% No change 54,100 $4.3M
Deutsche Bank AG 0.00% Reduce -8.6% 52,098 $4.2M
Engineers Gate Manager LP 0.07% Add +114.0% 50,635 $4.1M
Russell Investments Group, Ltd. 0.00% Add +32.4% 44,347 $3.5M
Mutual of America Capital Management LLC 0.04% Add +0.6% 42,820 $3.4M
ExodusPoint Capital Management, LP 0.04% New 39,368 $3.1M
D. E. Shaw & Co. 0.00% New 39,203 $3.1M
Verition Fund Management LLC 0.02% New 38,971 $3.1M
Quantinno Capital Management LP 0.02% Add +1.5% 36,780 $2.9M
Motley Fool Asset Management LLC 0.16% Reduce -4.4% 35,990 $2.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% New 35,791 $2.9M
Ensign Peak Advisors, Inc 0.01% Add +14.1% 35,614 $2.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.5% 35,033 $2.8M
Praesidium Investment Management Company, LLC 0.52% Reduce -0.9% 34,997 $2.8M
Pathstone Holdings, LLC 0.01% Add +1.3% 34,762 $2.8M
Intech Investment Management LLC 0.03% Add +67.0% 34,561 $2.8M
Principal Financial Group Inc. 0.00% Reduce -72.0% 34,203 $2.7M
Oak Ridge Investments LLC 0.23% Reduce -50.0% 34,089 $2.7M
MetLife Investment Management, LLC 0.01% Reduce -3.8% 34,076 $2.7M
US Bancorp \de 0.00% Add +5.0% 31,656 $2.5M
Man Group plc 0.01% New 31,323 $2.5M
Thrivent Financial for Lutherans 0.01% Reduce -26.8% 30,395 $2.4M
Inspire Advisors, LLC 0.28% Reduce -8.4% 30,020 $2.4M
Creative Planning 0.00% Add +3.8% 29,658 $2.4M
Amundi 0.00% Reduce -0.4% 31,138 $2.4M
Corebridge Financial, Inc. 0.01% Reduce -1.5% 28,828 $2.3M
Janus Henderson Group PLC 0.00% Reduce -4.9% 26,937 $2.2M
Gotham Asset Management 0.02% Reduce -31.8% 26,778 $2.1M
LPL Financial LLC 0.00% Add +1.4% 25,933 $2.1M
Los Angeles Capital Management LLC 0.01% Add +0.4% 25,571 $2.0M
Synovus Financial Corp. 0.03% Add +111.9% 24,614 $2.0M
Oppenheimer Asset Management Inc. 0.02% Add +2.4% 23,813 $1.9M
Alberta Investment Management Corp 0.01% Reduce -44.8% 23,426 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -3.6% 22,555 $1.8M
Danske Bank A/S 0.01% Add +56.5% 21,962 $1.8M
Teacher Retirement System of Texas 0.01% Add +0.2% 21,851 $1.7M
Lazard Asset Management LLC 0.00% Add +170.2% 21,062 $1.7M
Prudential Financial Inc. 0.00% Add +0.0% 20,103 $1.6M
Natixis Advisors, LLC 0.00% Add +5.0% 19,461 $1.6M
Boothbay Fund Management, LLC 0.05% New 17,560 $1.4M
Arizona State Retirement System 0.01% Reduce -1.0% 17,326 $1.4M
AlphaQuest LLC 0.15% Add +248.4% 17,287 $1.4M
Fox Run Management, L.L.C. 0.21% Add +458.7% 17,118 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -3.6% 16,715 $1.3M
LMG Wealth Partners, LLC 0.30% Add +17.1% 16,712 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Add +1.1% 16,687 $1.3M
State Board of Administration of Florida Retirement System 0.00% No change 16,211 $1.3M
Occudo Quantitative Strategies LP 0.17% New 15,816 $1.3M
Bayesian Capital Management, LP 0.20% New 15,300 $1.2M
Marshall Wace, LLP 0.00% Reduce -49.8% 14,427 $1.2M
Versor Investments LP 0.18% Add +181.0% 13,488 $1.1M
Cibc World Markets Corp. 0.01% Add +137.1% 13,057 $1.0M
ProShare Advisors LLC 0.00% Reduce -22.7% 13,027 $1.0M
Foundations Investment Advisors, LLC 0.02% Reduce -12.3% 13,010 $1.0M
Police & Firemen's Retirement System of New Jersey 0.01% No change 12,672 $1.0M
SG Americas Securities, LLC 0.00% Add +377.9% 12,214 $977K
CenterBook Partners LP 0.06% Reduce -24.1% 11,879 $950K
KLP Kapitalforvaltning As 0.00% Reduce -5.7% 11,500 $920K
Inspire Investing, LLC 0.11% Reduce -12.4% 11,419 $914K
Henshaw Capital LLC 0.04% No change 10,953 $876K
Legato Capital Management LLC 0.12% Reduce -39.6% 10,830 $867K
HSBC Holdings PLC 0.00% Add +15.8% 10,669 $845K
PAX Financial Group, LLC 0.15% Reduce -16.6% 10,474 $838K
Stifel Financial Corp. 0.00% Reduce -23.1% 10,462 $837K
Keybank National Association 0.00% Reduce -0.5% 10,438 $835K
Two Sigma Advisers, LP 0.00% Add +53.9% 10,000 $800K
Quadrature Capital Ltd 0.02% Add +261.9% 9,979 $798K
Truvestments Capital LLC 0.17% Add +428.1% 9,939 $795K
Summit Global Investments 0.06% Add +2.6% 9,902 $792K
EP Wealth Advisors, LLC 0.01% Add +27.7% 9,219 $738K
Pictet Asset Management Holding SA 0.00% Add +4.3% 9,199 $736K
Graham Capital Management, L.P. 0.03% New 8,646 $692K
Invst, LLC 0.09% Add +93.7% 7,981 $639K
Panagora Asset Management Inc. 0.00% Reduce -3.6% 7,972 $638K
Moran Wealth Management, LLC 0.02% Reduce -2.0% 7,950 $636K
PFG Investments, LLC 0.04% Reduce -1.6% 7,877 $630K
O'shaughnessy Asset Management, LLC 0.01% Add +9.1% 7,818 $626K
Glenmede Trust Co. NA 0.00% Reduce -1.7% 7,705 $616K
Premier Fund Managers Ltd 0.02% Reduce -30.1% 7,354 $594K
Brevan Howard Capital Management LP 0.02% New 6,944 $556K
Vanguard Personalized Indexing Management, LLC 0.01% Add +5.9% 6,888 $551K
Cim Investment Management Inc. 0.12% Reduce -2.3% 6,831 $547K
Integrated Quantitative Investments LLC 0.26% Add +13.5% 6,608 $529K
XTX Topco Ltd 0.03% New 6,459 $517K
Public Employees Retirement Association of Colorado 0.00% No change 6,394 $512K
Arcus Capital Partners, LLC 0.20% No change 6,328 $506K
Aster Capital Management (DIFC) Ltd 0.09% New 5,746 $502K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.6% 5,996 $480K
Contravisory Investment Management, Inc. 0.10% Reduce -13.2% 5,979 $478K
Mariner, LLC 0.00% Add +62.3% 5,913 $473K
State of Wyoming 0.06% Add +43.6% 5,677 $454K
Cetera Investment Advisers 0.00% Add +56.1% 4,700 $376K
Xponance LLC 0.00% Add +5.2% 4,576 $366K
Catalyst Funds Management Pty Ltd 0.09% New 4,400 $352K
Mackenzie Financial Corp. 0.00% Add +16.3% 4,350 $348K
FJ Capital Management LLC 0.03% New 4,035 $323K
Accel Wealth Management 0.12% No change 4,025 $322K
Virtus Advisers, LLC 0.21% New 4,017 $321K
Natixis 0.00% Reduce -12.1% 4,029 $319K
Baird Financial Group, Inc. 0.00% Add +1.0% 3,954 $316K
Compound Planning, Inc. 0.01% Add +13.0% 3,904 $312K
Elevation Point Wealth Partners, LLC 0.02% Add +19.9% 3,589 $287K
Globeflex Capital L P 0.03% No change 3,557 $285K
Townsquare Capital LLC 0.00% Add +20.8% 3,482 $279K
Highland Capital Management, LLC 0.02% Add +25.3% 3,477 $278K
Tower Research Capital LLC (TRC) 0.01% Add +50.3% 3,457 $277K
Cerity Partners LLC 0.00% Add +52.7% 3,391 $271K
Sanctuary Advisors, LLC 0.00% Add +11.4% 3,374 $270K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% — 3,248 $260K
Dakota Wealth Management 0.01% Reduce -79.9% 3,227 $258K
49 Wealth Management, LLC 0.03% No change 3,221 $258K
DRW Securities, LLC 0.02% New 3,171 $254K
Inceptionr LLC 0.07% New 3,125 $250K
RiverPark Advisors, LLC 0.21% Add +57.6% 3,041 $243K
Entropy Technologies, LP 0.02% Reduce -65.9% 2,957 $237K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +9.9% 2,861 $229K
Shell Asset Management Co. 0.01% Reduce -4.1% 2,848 $228K
PNC Financial Services Group, Inc. 0.00% Add +42.8% 2,816 $225K
Jain Global LLC 0.00% New 2,753 $220K
KBC Group NV 0.00% Add +3.9% 2,724 $218K
Y-Intercept (Hong Kong) Ltd 0.01% New 2,698 $216K
M&T Bank Corp 0.00% Reduce -10.7% 2,672 $214K
Keebeck Wealth Management 0.03% Add +4.7% 2,658 $213K
Aigen Investment Management, LP 0.03% New 2,642 $211K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.6% 2,576 $206K
Anb Bank 0.09% Reduce -1.1% 2,531 $203K
Asset Management One Co., Ltd. 0.00% Add +31.0% 2,445 $196K
Group One Trading LLC 0.01% New 2,246 $180K
Amalgamated Bank 0.00% Add +1.9% 2,038 $163K
Nisa Investment Advisors, LLC 0.00% Add +2.6% 1,980 $158K
Cwm, LLC 0.00% Add +6.1% 1,628 $130K
Point72 Asia (Singapore) Pte. Ltd. 0.03% Reduce -21.9% 1,603 $128K
Essex Investment Management Co. LLC 0.02% No change 1,455 $116K
Public Employees Retirement System of Ohio 0.00% Add +0.5% 1,398 $112K
Simplex Trading, LLC 0.00% New 1,387 $110K
1620 Investment Advisors, Inc. 0.08% Reduce -2.0% 1,337 $107K
Johnson Financial Group, Inc. 0.00% No change 1,075 $86K
Pittenger & Anderson Inc. 0.00% No change 1,000 $80K
Advisors Asset Management, Inc. 0.00% Add +35.0% 849 $68K
Summit Securities Group LLC 0.04% New 800 $64K
SVB Wealth LLC 0.00% New 722 $58K
Fifth Third Bancorp 0.00% Reduce -1.0% 716 $57K
Harvest Fund Management Co., Ltd 0.00% Reduce -95.0% 672 $54K
Osaic Holdings, Inc. 0.00% Reduce -64.8% 664 $53K
TCTC Holdings, LLC 0.00% Add +103.1% 597 $48K
Signaturefd, LLC 0.00% Add +14.3% 592 $47K
Larson Financial Group LLC 0.00% Add +2630.0% 546 $44K
Quadrant Capital Group LLC 0.00% Add +3.4% 489 $39K
WPG Advisers, LLC 0.03% Add +87.2% 438 $35K
NewEdge Advisors, LLC 0.00% Add +13.3% 427 $34K
Versant Capital Management, Inc 0.01% New 418 $33K
GAMMA Investing LLC 0.00% Add +28.1% 351 $28K
Coldstream Capital Management Inc. 0.00% New 320 $26K
Ameliora Wealth Management Ltd. 0.01% No change 320 $26K
Financial Perspectives, Inc 0.01% No change 300 $24K
Leonteq Securities AG 0.00% New 300 $24K
MCF Advisors LLC 0.00% Add +11.5% 252 $20K
Federation des caisses Desjardins du Quebec 0.00% No change 250 $20K
Matrix Trust Co 0.00% Add +5.3% 237 $19K
Lanark Financial, Inc. 0.00% — 249 $19K
Private Trust Co. NA 0.00% Reduce -8.2% 236 $19K
Smithfield Trust Co 0.00% No change 217 $17K
Allworth Financial LP 0.00% Add +11.7% 200 $16K
SBI Securities Co., Ltd. 0.00% Reduce -37.8% 184 $15K
Smartleaf Asset Management LLC 0.00% Reduce -4.5% 169 $14K
Paladin Advisory Group, LLC 0.01% New 142 $11K
Huntington National Bank 0.00% Add +113.6% 141 $11K
SouthState Bank Corp 0.00% No change 140 $11K
Rise Advisors, LLC 0.00% New 139 $11K
CIBC Private Wealth Group LLC 0.00% Reduce -6.1% 154 $11K
Lindbrook Capital, LLC 0.00% Reduce -5.0% 132 $11K
Quarry LP 0.00% Reduce -13.9% 130 $10K
Covestor Ltd 0.01% Add +530.0% 126 $10K
Private Wealth Management Group, LLC 0.00% No change 121 $10K
Geneos Wealth Management Inc. 0.00% Add +8.0% 121 $10K
Rothschild Investment LLC 0.00% Add +60.0% 120 $10K
Highline Wealth Partners LLC 0.00% New 98 $8K
Darwin Wealth Management, LLC 0.00% No change 75 $8K
Northwestern Mutual Wealth Management Co. 0.00% No change 91 $7K
Nova Wealth Management, Inc. 0.01% No change 90 $7K
Main Street Group, LTD 0.00% No change 81 $6K
CI Investments Inc. 0.00% Reduce -30.2% 81 $6K
Bokf, NA 0.00% No change 69 $6K
TD Waterhouse Canada Inc. 0.00% Reduce -64.3% 66 $5K
Accent Capital Management, LLC 0.00% No change 63 $5K
Sterling Capital Management LLC 0.00% Add +3.3% 62 $5K
Transce3nd, LLC 0.00% Reduce -93.8% 61 $5K
Jones Financial Companies LLLP 0.00% Add +93.5% 60 $5K
Farther Finance Advisors, LLC 0.00% Reduce -1.7% 58 $5K
Parallel Advisors, LLC 0.00% Add +17.0% 55 $4K
Greykasell Wealth Strategies, Inc. 0.00% New 54 $4K
Stone House Investment Management, LLC 0.00% New 50 $4K
Manchester Capital Management LLC 0.00% No change 46 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Add +181.3% 45 $4K
Blue Bell Private Wealth Management, LLC 0.00% New 40 $3K
Principal Securities, Inc. 0.00% No change 31 $3K
Sierra Ocean, LLC 0.00% New 32 $3K
EverSource Wealth Advisors, LLC 0.00% Reduce -25.6% 29 $2K
CENTRAL TRUST Co 0.00% No change 28 $2K
Wilmington Savings Fund Society, FSB 0.00% Add +17.4% 27 $2K
Carolinas Wealth Consulting LLC 0.00% No change 24 $2K
National Bank of Canada 0.00% New 22 $2K
Stephens Consulting, LLC 0.00% New 20 $2K
Parkside Financial Bank & Trust 0.00% New 20 $2K
Bell Investment Advisors, Inc 0.00% Reduce -20.8% 19 $2K
Glen Eagle Advisors, LLC 0.00% No change 18 $1K
Montag A & Associates Inc. 0.00% Reduce -5.3% 18 $1K
Assetmark, Inc. 0.00% No change 16 $1K
Brooklyn Investment Group 0.00% New 15 $1K
Golden State Wealth Management, LLC 0.00% New 14 $1K
Hughes Financial Services, LLC 0.00% New 13 $1K
Avion Wealth 0.00% No change 12 $1K
Whittier Trust Co. of Nevada Inc. 0.00% New 12 $960
WealthTrak Capital Management LLC 0.00% New 10 $801
CVA Family Office, LLC 0.00% No change 10 $800
Riggs Asset Managment Co. Inc. 0.00% No change 7 $561
TD Capital Management LLC 0.00% New 6 $480
True Wealth Design, LLC 0.00% Reduce -50.0% 3 $241
Harbour Investments, Inc. 0.00% New 3 $240
IFP Advisors, Inc 0.00% No change 1 $80

"% of holder's portfolio" is QTWO's weight in each manager's 13F, not the share of Q2 Holdings Inc. the manager owns.