Q2 HoldingsQTWO

13F holders, Q2 2025 (June 30)
328holders −9
33new positions
44sold out
6famous investors
$93.59avg. 13F price*

At the end of Q2 2025, 328 institutions reported holding Q2 Holdings Inc. (QTWO) in their 13F filings, down 9 from Q1 2025. 33 opened new positions and 44 sold out. The largest holders were Vanguard Group Inc. ($652.4M), BlackRock, Inc. ($547.1M) and Invesco Ltd. ($262.4M). 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 (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions33$47.2M
Exits44$57.0M

All 13F filers, Q1 2025 → Q2 2025: 2,945,366 shares bought and 3,687,138 shares sold, net −741,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 328 holders

Vanguard Group Inc. 0.01% Add +0.2% 6,970,634 $652.4M
BlackRock, Inc. 0.01% Add +0.8% 5,845,546 $547.1M
Invesco Ltd. 0.04% Add +4.8% 2,803,611 $262.4M
Wasatch Advisors LP 1.03% Add +1.2% 2,098,037 $196.4M
William Blair Investment Management, LLC 0.49% Reduce -0.1% 1,965,859 $184.0M
Conestoga Capital Advisors, LLC 2.67% Reduce -1.5% 1,928,360 $180.5M
Massachusetts Financial Services Co. 0.05% Add +5.9% 1,826,001 $170.9M
Capital Research Global Investors 0.03% No change 1,686,968 $157.9M
Macquarie Group Ltd. 0.19% Add +2.0% 1,613,859 $151.0M
State Street Corp. 0.01% Add +0.1% 1,594,854 $149.3M
Geode Capital Management, LLC 0.01% Add +1.9% 1,470,279 $137.6M
Jennison Associates LLC 0.07% Add +3.1% 1,342,772 $125.7M
Brown Capital Management LLC 3.14% Reduce -7.5% 1,153,648 $108.0M
Ameriprise Financial Inc. 0.03% Add +18.1% 1,104,722 $103.4M
American Century Companies Inc. 0.06% Add +60.5% 1,093,099 $102.3M
Morgan Stanley 0.01% Reduce -1.3% 981,035 $91.8M
North Reef Capital Management LP 3.49% Add +1.9% 840,520 $78.7M
FMR LLC 0.00% Add +0.2% 829,088 $77.6M
Tensile Capital Management LP 8.81% Reduce -9.5% 779,767 $73.0M
Federated Hermes, Inc. 0.13% Add +0.0% 747,145 $69.9M
T. Rowe Price Associates Inc. 0.01% Add +1.2% 703,260 $65.8M
Bank of America Corp. 0.01% Add +13.7% 657,772 $61.6M
Norges Bank 0.01% Reduce -9.5% 646,070 $60.5M
Perpetual Ltd 0.70% Reduce -19.6% 633,308 $59.3M
Nuveen, LLC 0.02% Reduce -3.8% 624,504 $58.4M
Hood River Capital Management LLC 0.81% Add +13.9% 621,450 $58.2M
Northern Trust Corp. 0.01% Reduce -0.0% 603,320 $56.5M
JPMorgan Chase & Co. 0.00% Reduce -8.9% 602,650 $56.4M
Franklin Resources Inc. 0.02% Add +16.9% 600,946 $56.2M
Dimensional Fund Advisors LP 0.01% Reduce -34.0% 596,088 $55.8M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -5.7% 581,593 $54.4M
Manufacturers Life Insurance Company, The 0.05% Reduce -2.5% 551,067 $51.6M
Charles Schwab Investment Management Inc. 0.01% Add +6.0% 545,728 $51.1M
Handelsbanken Fonder AB 0.17% Add +24.2% 525,216 $49.2M
Lord, Abbett & Co. LLC 0.16% Reduce -7.0% 513,788 $48.1M
Emerald Advisers, LLC 1.76% Add +3.8% 512,016 $47.9M
Rockefeller Capital Management L.P. 0.10% Add +5.8% 509,173 $47.7M
Royal Bank of Canada 0.01% Reduce -0.5% 504,524 $47.2M
Squarepoint Ops LLC 0.10% Reduce -18.3% 462,091 $43.2M
Goldman Sachs Group Inc. 0.01% Reduce -16.2% 450,610 $42.2M
Fred Alger Management, LLC 0.18% Reduce -19.6% 430,211 $40.3M
Assenagon Asset Management S.A. 0.06% Reduce -55.3% 426,576 $39.9M
New York State Common Retirement Fund 0.05% Add +0.9% 408,364 $38.2M
TimesSquare Capital Management, LLC 0.49% Add +2.6% 363,374 $34.0M
Voya Investment Management LLC 0.04% Add +38.7% 355,827 $33.3M
Bank of Montreal 0.02% Add +17.8% 353,984 $33.1M
Bessemer Group Inc. 0.05% Add +4.5% 343,350 $32.1M
Victory Capital Management Inc. 0.02% Reduce -15.6% 342,403 $32.0M
Bank of New York Mellon Corp 0.01% Add +9.6% 337,933 $31.6M
Aberdeen Group plc 0.05% Reduce -2.5% 337,398 $31.6M
First Trust Advisors LP 0.02% Reduce -15.6% 319,555 $29.9M
Tremblant Capital Group 2.83% Add +14.6% 312,549 $29.3M
Millennium Management 0.03% Reduce -31.7% 294,706 $27.6M
Oberweis Asset Management Inc./ 1.19% Add +20.2% 292,010 $27.3M
Emerald Mutual Fund Advisers Trust 1.66% Add +0.2% 290,974 $27.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +46.3% 272,572 $25.5M
Pembroke Management, LTD 2.83% Add +27.1% 249,896 $23.4M
Tidal Investments LLC 0.15% Reduce -2.0% 245,950 $23.0M
Next Century Growth Investors LLC 1.70% Add +4.8% 235,404 $22.0M
UBS Group AG 0.00% Reduce -49.2% 227,726 $21.3M
Raymond James Financial Inc. 0.01% Add +26.4% 224,872 $21.0M
BNP Paribas Financial Markets 0.02% Reduce -8.1% 224,486 $21.0M
Segall Bryant & Hamill, LLC 0.28% Add +3.9% 216,420 $20.3M
Summit Creek Advisors LLC 2.80% Reduce -2.7% 215,140 $20.1M
Silvercrest Asset Management Group LLC 0.13% New 204,347 $19.1M
Neuberger Berman Group LLC 0.01% Reduce -2.8% 203,152 $19.0M
Barclays PLC 0.01% Add +35.7% 202,239 $18.9M
Sei Investments Co. 0.02% Add +6.8% 183,921 $17.2M
Comerica Bank 0.06% Add +0.7% 173,304 $16.2M
Venturi Wealth Management, LLC 0.78% Reduce -20.1% 169,189 $15.8M
Qube Research & Technologies Ltd 0.02% Add +35.8% 167,874 $15.7M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Add +15.0% 158,328 $14.8M
Robeco Institutional Asset Management B.V. 0.02% No change 140,251 $13.1M
Nicholas Company, Inc. 0.21% Add +0.0% 136,791 $12.8M
Axiom Investors LLC 0.10% Add +14.6% 129,634 $12.1M
Allspring Global Investments Holdings, LLC 0.02% Reduce -9.5% 124,555 $11.7M
Cookson Peirce & Co. Inc. 0.49% Add +1.4% 118,489 $11.1M
Swiss National Bank 0.01% Reduce -0.9% 116,000 $10.9M
California Public Employees Retirement System 0.01% Add +7.2% 112,718 $10.5M
Nordea Investment Management AB 0.01% Reduce -0.2% 110,815 $10.4M
Motley Fool Wealth Management, LLC 0.63% Reduce -9.6% 110,884 $10.4M
Curi Capital, LLC 0.19% Add +0.8% 105,309 $9.9M
State of Wisconsin Investment Board 0.02% Reduce -25.7% 103,860 $9.7M
M&G PLC 0.05% Reduce -0.0% 101,457 $9.5M
Jane Street Group, LLC 0.02% Add +23.3% 99,001 $9.3M
Peregrine Capital Management LLC 0.28% Add +1.7% 98,895 $9.3M
Wells Fargo & Company 0.00% Add +10.4% 98,625 $9.2M
Pier Capital, LLC 1.39% Reduce -4.7% 97,449 $9.1M
Rhumbline Advisers 0.01% Add +9.8% 95,904 $9.0M
Renaissance Group LLC 0.35% Add +31.0% 95,775 $9.0M
Clearbridge Investments, LLC 0.01% Reduce -17.3% 91,067 $8.5M
King Luther Capital Management Corp. 0.04% Reduce -0.8% 89,983 $8.4M
Capital Fund Management S.A. 0.09% Add +10.4% 89,435 $8.4M
Envestnet Asset Management Inc. 0.00% Reduce -11.4% 85,764 $8.0M
Citigroup Inc. 0.01% Reduce -23.3% 85,428 $8.0M
Penserra Capital Management LLC 0.11% Reduce -0.1% 81,267 $7.6M
Hillsdale Investment Management Inc. 0.27% Add +11.8% 77,736 $7.3M
Renaissance Technologies 0.01% Reduce -10.8% 77,300 $7.2M
Trexquant Investment LP 0.08% New 75,537 $7.1M
Alliancebernstein L.P. 0.00% Add +5.2% 74,977 $7.0M
Susquehanna International Group, LLP 0.01% Reduce -14.3% 74,686 $7.0M
Legal & General Group Plc 0.00% Add +3.3% 70,430 $6.6M
CANADA LIFE ASSURANCE Co 0.01% Add +0.1% 69,786 $6.5M
AQR Capital Management 0.01% Add +11.1% 68,735 $6.4M
Russell Investments Group, Ltd. 0.01% Add +50.9% 66,931 $6.3M
Schonfeld Strategic Advisors LLC 0.05% Reduce -14.9% 65,136 $6.1M
Homestead Advisers Corp 0.14% No change 62,300 $5.8M
Lisanti Capital Growth, LLC 1.57% Reduce -9.3% 60,450 $5.7M
Mutual of America Capital Management LLC 0.06% Add +34.6% 57,640 $5.4M
Castleark Management LLC 0.16% New 57,070 $5.3M
California State Teachers Retirement System 0.01% Add +0.3% 55,842 $5.2M
DekaBank Deutsche Girozentrale 0.01% No change 55,617 $5.2M
STRS Ohio 0.02% Add +1.3% 54,800 $5.1M
Man Group plc 0.01% Add +74.8% 54,744 $5.1M
Principal Financial Group Inc. 0.00% Add +46.5% 50,110 $4.7M
PDT Partners, LLC 0.26% Reduce -13.3% 49,426 $4.6M
Verition Fund Management LLC 0.03% Add +24.7% 48,597 $4.5M
Stifel Financial Corp. 0.00% Add +344.3% 46,486 $4.4M
Deutsche Bank AG 0.00% Reduce -11.1% 46,335 $4.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +21.7% 43,555 $4.1M
Gotham Asset Management 0.02% Add +49.2% 39,946 $3.7M
MetLife Investment Management, LLC 0.02% Add +8.8% 37,092 $3.5M
Quantinno Capital Management LP 0.01% Add +0.1% 36,814 $3.4M
Praesidium Investment Management Company, LLC 0.60% Add +3.4% 36,173 $3.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -2.6% 34,124 $3.2M
D. E. Shaw & Co. 0.00% Reduce -13.2% 34,040 $3.2M
Oak Ridge Investments LLC 0.22% Reduce -4.1% 32,706 $3.1M
Ensign Peak Advisors, Inc 0.01% Reduce -8.4% 32,618 $3.1M
Creative Planning 0.00% Add +7.4% 31,859 $3.0M
US Bancorp \de 0.00% Add +0.3% 31,765 $3.0M
Intech Investment Management LLC 0.03% Reduce -9.6% 31,235 $2.9M
Pathstone Holdings, LLC 0.01% Reduce -11.8% 30,669 $2.9M
Thrivent Financial for Lutherans 0.01% No change 30,395 $2.8M
Citadel Advisors 0.00% Reduce -71.9% 27,301 $2.6M
Janus Henderson Group PLC 0.00% No change 26,937 $2.5M
Engineers Gate Manager LP 0.03% Reduce -47.9% 26,385 $2.5M
Los Angeles Capital Management LLC 0.01% No change 25,571 $2.4M
LPL Financial LLC 0.00% Reduce -2.3% 25,339 $2.4M
Graham Capital Management, L.P. 0.07% Add +191.4% 25,193 $2.4M
Motley Fool Asset Management LLC 0.11% Reduce -30.4% 25,032 $2.3M
Marshall Wace, LLP 0.00% Add +72.1% 24,835 $2.3M
Lazard Asset Management LLC 0.00% Add +14.4% 24,100 $2.3M
Oppenheimer Asset Management Inc. 0.03% Reduce -0.2% 23,774 $2.2M
Algert Global LLC 0.05% New 23,580 $2.2M
Natixis Advisors, LLC 0.00% Add +21.1% 23,558 $2.2M
Prudential Financial Inc. 0.00% Add +16.7% 23,453 $2.2M
Teacher Retirement System of Texas 0.01% Add +1.2% 22,121 $2.1M
Nomura Holdings Inc. 0.02% Reduce -59.8% 22,061 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -2.8% 21,931 $2.1M
Arizona State Retirement System 0.01% Add +2.3% 17,723 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +4.8% 17,515 $1.6M
LMG Wealth Partners, LLC 0.34% Add +4.7% 17,500 $1.6M
B. Metzler seel. Sohn & Co. AG 0.01% No change 16,687 $1.6M
State Board of Administration of Florida Retirement System 0.00% No change 16,211 $1.5M
Jump Financial, LLC 0.02% Reduce -88.2% 15,783 $1.5M
Susquehanna Portfolio Strategies, LLC 0.03% New 15,352 $1.4M
Cim Investment Management Inc. 0.25% Add +100.8% 13,713 $1.3M
Police & Firemen's Retirement System of New Jersey 0.01% Add +10.9% 14,054 $1.3M
Sheets Smith Investment Management 1.08% New 13,091 $1.2M
Dark Forest Capital Management LP 0.05% New 13,085 $1.2M
Foundations Investment Advisors, LLC 0.02% No change 13,010 $1.2M
ProShare Advisors LLC 0.00% Reduce -1.0% 12,902 $1.2M
KLP Kapitalforvaltning As 0.01% Add +9.6% 12,600 $1.2M
Synovus Financial Corp. 0.01% Reduce -49.1% 12,533 $1.2M
Sterling Capital Management LLC 0.02% Add +19632.3% 12,234 $1.1M
Two Sigma Advisers, LP 0.00% Add +21.0% 12,100 $1.1M
Future Fund LLC 0.50% New 11,908 $1.1M
One Capital Management, LLC 0.04% New 11,908 $1.1M
Truvestments Capital LLC 0.21% Add +12.3% 11,165 $1.0M
AlphaQuest LLC 0.10% Reduce -35.8% 11,099 $1.0M
Henshaw Capital LLC 0.04% No change 10,953 $1.0M
Legato Capital Management LLC 0.12% No change 10,830 $1.0M
G2 Investment Partners Management LLC 0.22% Reduce -85.9% 10,601 $992K
Keybank National Association 0.00% No change 10,438 $977K
Summit Global Investments 0.06% Add +2.0% 10,100 $945K
Vanguard Personalized Indexing Management, LLC 0.01% Add +44.1% 9,925 $929K
Canada Pension Plan Investment Board 0.00% New 9,600 $898K
Pictet Asset Management Holding SA 0.00% Reduce -0.9% 9,119 $853K
EP Wealth Advisors, LLC 0.01% Reduce -1.2% 9,110 $853K
Tower Research Capital LLC (TRC) 0.02% Add +160.1% 8,991 $841K
Fulcrum Asset Management LLP 0.24% — 8,821 $826K
O'shaughnessy Asset Management, LLC 0.01% Add +10.2% 8,614 $806K
Twin Tree Management, LP 0.02% New 8,613 $806K
Centiva Capital, LP 0.05% New 8,089 $757K
Moran Wealth Management, LLC 0.02% Add +1.4% 8,058 $754K
HSBC Holdings PLC 0.00% Reduce -26.5% 7,844 $731K
Invst, LLC 0.09% Reduce -3.4% 7,712 $722K
Cibc World Markets Corp. 0.00% Reduce -41.3% 7,671 $718K
Osaic Holdings, Inc. 0.00% Add +1025.6% 7,474 $699K
Premier Fund Managers Ltd 0.03% No change 7,354 $691K
Glenmede Investment Management, LP 0.00% — 7,370 $690K
PFG Investments, LLC 0.04% Reduce -7.6% 7,277 $681K
Mariner, LLC 0.00% Add +21.3% 7,173 $671K
SteelPeak Wealth, LLC 0.03% New 7,170 $671K
Quadrature Capital Ltd 0.01% Reduce -34.4% 6,546 $613K
Public Employees Retirement Association of Colorado 0.00% No change 6,394 $598K
Ameritas Investment Partners, Inc. 0.02% Add +6.0% 6,356 $595K
Arcus Capital Partners, LLC 0.26% No change 6,328 $592K
Contravisory Investment Management, Inc. 0.11% No change 5,979 $560K
Keebeck Wealth Management 0.07% Add +118.3% 5,801 $543K
Inceptionr LLC 0.12% Add +78.7% 5,585 $523K
Sheets Smith Wealth Management 0.06% New 5,458 $511K
Inspire Investing, LLC 0.05% Reduce -54.0% 5,248 $491K
Bayforest Capital Ltd 0.21% New 5,083 $476K
Xponance LLC 0.00% Add +5.9% 4,848 $454K
Amundi 0.00% Reduce -84.4% 4,853 $448K
Cetera Investment Advisers 0.00% Add +1.4% 4,765 $446K
Compound Planning, Inc. 0.02% Add +19.8% 4,676 $438K
Mackenzie Financial Corp. 0.00% No change 4,350 $407K
Gsa Capital Partners LLP 0.03% New 4,275 $400K
FJ Capital Management LLC 0.04% Add +5.0% 4,236 $396K
Brevan Howard Capital Management LP 0.00% Reduce -39.2% 4,224 $395K
M&T Bank Corp 0.00% Add +55.9% 4,166 $390K
PNC Financial Services Group, Inc. 0.00% Add +43.5% 4,040 $378K
Virtus Advisers, LLC 0.24% No change 4,017 $376K
Castleview Partners, LLC 0.22% New 3,707 $347K
Elevation Point Wealth Partners, LLC 0.03% Add +1.8% 3,654 $342K
Mach-1 Financial Group, LLC 0.10% New 3,590 $336K
Natixis 0.00% Reduce -10.9% 3,589 $336K
Globeflex Capital L P 0.03% No change 3,557 $333K
Cerity Partners LLC 0.00% Add +2.6% 3,479 $326K
Baird Financial Group, Inc. 0.00% Reduce -12.5% 3,459 $324K
Highland Capital Management, LLC 0.02% Reduce -0.6% 3,458 $324K
Dakota Wealth Management 0.01% Add +3.8% 3,350 $314K
Inspire Advisors, LLC 0.03% Reduce -88.9% 3,339 $313K
Ethic Inc. 0.01% New 3,211 $302K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +7.5% 3,076 $288K
DRW Securities, LLC 0.02% Reduce -4.3% 3,033 $284K
Wealth Enhancement Advisory Services, LLC 0.00% New 2,930 $277K
Capstone Investment Advisors, LLC 0.00% New 2,900 $271K
Two Sigma Securities, LLC 0.03% New 2,853 $267K
Boothbay Fund Management, LLC 0.01% Reduce -84.0% 2,808 $263K
Anb Bank 0.11% Add +7.1% 2,710 $254K
RiverPark Advisors, LLC 0.20% Reduce -11.4% 2,695 $252K
Integrated Quantitative Investments LLC 0.07% Reduce -61.0% 2,577 $241K
Cambridge Investment Research Advisors, Inc. 0.00% No change 2,576 $241K
Accel Wealth Management 0.08% Reduce -39.5% 2,435 $228K
EntryPoint Capital, LLC 0.11% New 2,400 $225K
Captrust Financial Advisors 0.00% New 2,376 $222K
Shell Asset Management Co. 0.01% Reduce -17.4% 2,353 $220K
State of Wyoming 0.03% Reduce -60.0% 2,271 $213K
Corton Capital Inc. 0.23% New 2,153 $201K
Caxton Associates LLP 0.01% New 2,144 $201K
Amalgamated Bank 0.00% No change 2,038 $191K
Cwm, LLC 0.00% Add +17.8% 1,917 $179K
Hilltop National Bank 0.05% — 1,892 $177K
Nisa Investment Advisors, LLC 0.00% Reduce -6.2% 1,858 $174K
KBC Group NV 0.00% Reduce -37.7% 1,696 $159K
Essex Investment Management Co. LLC 0.02% No change 1,455 $136K
Public Employees Retirement System of Ohio 0.00% Add +0.6% 1,406 $132K
1620 Investment Advisors, Inc. 0.09% Add +2.4% 1,369 $128K
Asset Management One Co., Ltd. 0.00% Reduce -47.2% 1,291 $121K
Advisors Asset Management, Inc. 0.00% Add +18.1% 1,003 $94K
Pittenger & Anderson Inc. 0.00% No change 1,000 $94K
Danske Bank A/S 0.00% Reduce -96.4% 782 $73K
Fifth Third Bancorp 0.00% Reduce -5.2% 679 $64K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 649 $61K
Northwestern Mutual Wealth Management Co. 0.00% Add +592.3% 630 $59K
Signaturefd, LLC 0.00% Add +3.2% 611 $57K
Versant Capital Management, Inc 0.01% Add +5.3% 440 $41K
GAMMA Investing LLC 0.00% Add +13.4% 398 $37K
Larson Financial Group LLC 0.00% Reduce -29.3% 386 $36K
WPG Advisers, LLC 0.03% Reduce -16.4% 366 $34K
Quarry LP 0.01% Add +178.5% 362 $34K
Ameliora Wealth Management Ltd. 0.01% No change 320 $30K
Financial Perspectives, Inc 0.01% No change 300 $28K
Leonteq Securities AG 0.00% No change 300 $28K
Whittier Trust Co. of Nevada Inc. 0.00% Add +2350.0% 294 $28K
Headlands Technologies LLC 0.00% New 275 $26K
MCF Advisors LLC 0.00% Add +6.0% 267 $25K
Arax Advisory Partners 0.00% New 266 $25K
Federation des caisses Desjardins du Quebec 0.00% No change 250 $23K
Lanark Financial, Inc. 0.00% No change 249 $23K
Matrix Trust Co 0.00% Reduce -2.1% 232 $22K
Smithfield Trust Co 0.00% No change 217 $21K
Private Trust Co. NA 0.00% Reduce -9.8% 213 $20K
SBI Securities Co., Ltd. 0.00% Add +14.1% 210 $20K
Principal Securities, Inc. 0.00% Add +564.5% 206 $19K
Allworth Financial LP 0.00% Reduce -1.5% 197 $18K
Rothschild Investment LLC 0.00% Add +33.3% 160 $15K
CIBC Private Wealth Group LLC 0.00% Reduce -8.4% 141 $13K
Rise Advisors, LLC 0.01% No change 139 $13K
Covestor Ltd 0.01% Reduce -0.8% 125 $12K
Private Wealth Management Group, LLC 0.00% No change 121 $11K
Geneos Wealth Management Inc. 0.00% Reduce -15.7% 102 $10K
NewEdge Advisors, LLC 0.00% Reduce -76.1% 102 $10K
Horizon Financial Services, LLC 0.01% New 100 $9K
Highline Wealth Partners LLC 0.00% No change 98 $9K
Nova Wealth Management, Inc. 0.01% No change 90 $8K
Jones Financial Companies LLLP 0.00% Add +35.0% 81 $8K
Main Street Group, LTD 0.00% No change 81 $8K
MassMutual Private Wealth & Trust, FSB 0.00% Add +75.6% 79 $7K
Darwin Wealth Management, LLC 0.00% No change 75 $7K
CI Investments Inc. 0.00% Reduce -12.3% 71 $7K
Accent Capital Management, LLC 0.00% No change 63 $6K
Farther Finance Advisors, LLC 0.00% Add +8.6% 63 $6K
Essential Partners LLC 0.00% — 61 $6K
EverSource Wealth Advisors, LLC 0.00% Add +110.3% 61 $6K
Huntington National Bank 0.00% Reduce -56.7% 61 $6K
Smartleaf Asset Management LLC 0.00% Reduce -66.3% 57 $5K
Greykasell Wealth Strategies, Inc. 0.00% No change 54 $5K
Stone House Investment Management, LLC 0.00% No change 50 $5K
Global Retirement Partners, LLC 0.00% — 47 $4K
Manchester Capital Management LLC 0.00% No change 46 $4K
Blue Bell Private Wealth Management, LLC 0.00% No change 40 $4K
Parkside Financial Bank & Trust 0.00% Add +100.0% 40 $4K
CENTRAL TRUST Co 0.00% No change 28 $3K
Wilmington Savings Fund Society, FSB 0.00% No change 27 $3K
Brooklyn Investment Group 0.00% Add +73.3% 26 $2K
Bell Investment Advisors, Inc 0.00% No change 19 $2K
Glen Eagle Advisors, LLC 0.00% No change 18 $2K
Assetmark, Inc. 0.00% Add +12.5% 18 $2K
Montag A & Associates Inc. 0.00% No change 18 $2K
Bare Financial Services, Inc 0.00% New 15 $1K
Parallel Advisors, LLC 0.00% Reduce -72.7% 15 $1K
Golden State Wealth Management, LLC 0.00% No change 14 $1K
Sierra Ocean, LLC 0.00% Reduce -59.4% 13 $1K
Physician Wealth Advisors, Inc. 0.00% New 13 $1K
Avion Wealth 0.00% Add +41.7% 17 $1K
CVA Family Office, LLC 0.00% No change 10 $936
Bokf, NA 0.00% Reduce -87.0% 9 $842
Riggs Asset Managment Co. Inc. 0.00% No change 7 $656
TD Capital Management LLC 0.00% No change 6 $562
Hughes Financial Services, LLC 0.00% Reduce -53.9% 6 $453
IFP Advisors, Inc 0.00% Add +200.0% 3 $282
True Wealth Design, LLC 0.00% No change 3 $281
Harbour Investments, Inc. 0.00% No change 3 $281
MAI Capital Management 0.00% New 3 $281

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