Q2 HoldingsQTWO

13F holders, Q3 2025 (September 30)
328holders
64new positions
63sold out
5famous investors
$72.40avg. 13F price*

At the end of Q3 2025, 328 institutions reported holding Q2 Holdings Inc. (QTWO) in their 13F filings, unchanged from Q2 2025. 64 opened new positions and 63 sold out. The largest holders were BlackRock, Inc. ($699.9M), Vanguard Group Inc. ($572.8M) and State Street Corp. ($175.5M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Q2 Holdings Inc.
Filed as
Q2 HLDGS INC (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions64$88.9M
Exits63$145.4M

All 13F filers, Q2 2025 → Q3 2025: 12,434,516 shares bought and 9,775,104 shares sold, net +2,659,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 328 holders

BlackRock, Inc. 0.01% Add +65.4% 9,669,094 $699.9M
Vanguard Group Inc. 0.01% Add +13.5% 7,912,306 $572.8M
State Street Corp. 0.01% Add +52.0% 2,424,738 $175.5M
Wasatch Advisors LP 0.84% Add +2.9% 2,158,053 $156.2M
William Blair Investment Management, LLC 0.40% Add +8.9% 2,141,005 $155.0M
Massachusetts Financial Services Co. 0.05% Add +11.7% 2,039,416 $147.6M
Conestoga Capital Advisors, LLC 2.24% Reduce -0.1% 1,925,996 $139.4M
North Reef Capital Management LP 5.72% Add +101.1% 1,690,000 $122.3M
Capital Research Global Investors 0.02% No change 1,686,968 $122.1M
Macquarie Group Ltd. 0.14% Add +2.2% 1,648,862 $119.4M
Geode Capital Management, LLC 0.01% Add +1.2% 1,488,215 $107.7M
American Century Companies Inc. 0.04% Add +4.9% 1,146,664 $83.0M
Jennison Associates LLC 0.05% Reduce -17.2% 1,111,292 $80.4M
UBS Group AG 0.01% Add +343.5% 1,009,946 $73.1M
Morgan Stanley 0.00% Add +0.8% 988,727 $71.6M
Brown Capital Management LLC 2.40% Reduce -30.4% 803,197 $58.1M
Federated Hermes, Inc. 0.10% Add +5.5% 788,374 $57.1M
Tensile Capital Management LP 7.05% No change 779,767 $56.4M
Goldman Sachs Group Inc. 0.01% Add +61.8% 728,969 $52.8M
Handelsbanken Fonder AB 0.16% Add +35.9% 713,816 $51.7M
Rockefeller Capital Management L.P. 0.10% Add +40.2% 713,688 $51.7M
Northern Trust Corp. 0.01% Add +8.2% 652,678 $47.2M
Bank of America Corp. 0.00% Reduce -4.3% 629,765 $45.6M
Franklin Resources Inc. 0.01% Add +2.1% 613,734 $44.4M
Charles Schwab Investment Management Inc. 0.01% Add +11.4% 607,878 $44.0M
Dimensional Fund Advisors LP 0.01% Add +0.9% 601,303 $43.5M
Hood River Capital Management LLC 0.51% Reduce -4.5% 593,612 $43.0M
D. E. Shaw & Co. 0.04% Add +1596.6% 577,522 $41.8M
T. Rowe Price Associates Inc. 0.00% Reduce -21.3% 553,358 $40.1M
Nuveen, LLC 0.01% Reduce -14.1% 536,326 $38.8M
Marshall Wace, LLP 0.04% Add +2040.7% 531,654 $38.5M
Manufacturers Life Insurance Company, The 0.03% Reduce -4.8% 524,412 $38.0M
Emerald Advisers, LLC 1.17% Reduce -1.8% 502,949 $36.4M
Perpetual Ltd 0.40% Reduce -28.9% 450,450 $32.6M
Bank of New York Mellon Corp 0.01% Add +28.1% 432,941 $31.3M
Royal Bank of Canada 0.01% Reduce -18.2% 412,623 $29.9M
Ameriprise Financial Inc. 0.01% Reduce -63.4% 403,917 $29.2M
Assenagon Asset Management S.A. 0.04% Reduce -5.9% 401,511 $29.1M
Bessemer Group Inc. 0.04% Add +16.4% 399,611 $28.9M
Fred Alger Management, LLC 0.11% Reduce -9.1% 391,108 $28.3M
TimesSquare Capital Management, LLC 0.40% Add +6.0% 385,119 $27.9M
JPMorgan Chase & Co. 0.00% Reduce -39.6% 364,001 $26.4M
Tremblant Capital Group 2.67% Add +14.3% 357,132 $25.9M
Aberdeen Group plc 0.04% Reduce -7.0% 313,706 $23.2M
First Trust Advisors LP 0.02% Add +0.3% 320,577 $23.2M
Pembroke Management, LTD 2.22% Add +23.5% 308,521 $22.3M
Principal Financial Group Inc. 0.01% Add +502.5% 301,917 $21.9M
Emerald Mutual Fund Advisers Trust 1.11% Add +2.2% 297,245 $21.5M
Victory Capital Management Inc. 0.01% Reduce -13.7% 295,677 $21.4M
Squarepoint Ops LLC 0.05% Reduce -36.2% 294,759 $21.3M
Tidal Investments LLC 0.09% Add +19.7% 294,374 $21.3M
Oberweis Asset Management Inc./ 0.81% Add +0.1% 292,260 $21.2M
Bank of Montreal 0.01% Reduce -27.4% 256,867 $18.6M
Segall Bryant & Hamill, LLC 0.24% Add +14.1% 246,861 $17.9M
Public Sector Pension Investment Board 0.06% New 243,549 $17.6M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -59.2% 237,359 $17.2M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Add +32.0% 209,055 $15.1M
Raymond James Financial Inc. 0.00% Reduce -7.5% 208,089 $15.1M
Silvercrest Asset Management Group LLC 0.10% Reduce -0.3% 203,745 $14.7M
Summit Creek Advisors LLC 2.09% Reduce -7.8% 198,399 $14.4M
Axiom Investors LLC 0.11% Add +52.5% 197,654 $14.3M
Neuberger Berman Group LLC 0.01% Reduce -6.0% 190,943 $13.8M
Comerica Bank 0.05% Add +9.2% 189,275 $13.7M
Invesco Ltd. 0.00% Reduce -93.4% 184,798 $13.4M
Sei Investments Co. 0.01% Reduce -3.1% 178,188 $12.9M
Rhumbline Advisers 0.01% Add +79.0% 171,683 $12.4M
Legal & General Group Plc 0.00% Add +137.8% 167,507 $12.1M
Barclays PLC 0.00% Reduce -27.6% 146,421 $10.6M
Voloridge Investment Management, LLC 0.04% New 146,085 $10.6M
Two Sigma Investments, LP 0.02% New 145,135 $10.5M
Venturi Wealth Management, LLC 0.48% Reduce -15.8% 142,372 $10.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -49.2% 138,438 $10.0M
Nicholas Company, Inc. 0.17% Reduce -0.0% 136,746 $9.9M
FMR LLC 0.00% Reduce -84.3% 130,040 $9.4M
Swiss National Bank 0.01% Add +4.0% 120,700 $8.7M
Canada Pension Plan Investment Board 0.01% Add +1156.3% 120,600 $8.7M
CANADA LIFE ASSURANCE Co 0.01% Add +62.3% 113,230 $8.4M
Nordea Investment Management AB 0.01% Add +4.5% 115,837 $8.3M
Envestnet Asset Management Inc. 0.00% Add +32.9% 113,971 $8.3M
California Public Employees Retirement System 0.00% Reduce -2.7% 109,677 $7.9M
State of Wisconsin Investment Board 0.02% Add +1.8% 105,755 $7.7M
Robeco Institutional Asset Management B.V. 0.01% Reduce -25.0% 105,251 $7.6M
Algebris (uk) Ltd. 0.87% New 104,423 $7.6M
Renaissance Group LLC 0.28% Add +8.8% 104,237 $7.5M
Curi Capital, LLC 0.14% Reduce -2.7% 102,475 $7.4M
Two Sigma Advisers, LP 0.01% Add +737.2% 101,300 $7.3M
Allspring Global Investments Holdings, LLC 0.01% Reduce -18.9% 101,075 $7.3M
Motley Fool Wealth Management, LLC 0.49% Reduce -10.7% 98,987 $7.2M
Man Group plc 0.01% Add +77.2% 97,019 $7.0M
Peregrine Capital Management LLC 0.21% Reduce -2.6% 96,340 $7.0M
Clearbridge Investments, LLC 0.01% Add +2.9% 93,698 $6.8M
Pier Capital, LLC 1.04% Reduce -5.7% 91,928 $6.7M
Next Century Growth Investors LLC 0.47% Reduce -62.0% 89,446 $6.5M
Hillsdale Investment Management Inc. 0.19% Add +10.8% 86,146 $6.2M
King Luther Capital Management Corp. 0.03% Reduce -4.8% 85,621 $6.2M
Schonfeld Strategic Advisors LLC 0.04% Add +28.2% 83,533 $6.0M
AQR Capital Management 0.00% Add +17.0% 80,446 $5.8M
Penserra Capital Management LLC 0.07% Reduce -1.6% 79,970 $5.8M
Alliancebernstein L.P. 0.00% Add +4.8% 78,568 $5.7M
Prudential Financial Inc. 0.01% Add +233.1% 78,123 $5.7M
Russell Investments Group, Ltd. 0.01% Reduce -1.4% 66,005 $4.8M
Mutual of America Capital Management LLC 0.05% Add +14.3% 65,908 $4.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +46.6% 63,833 $4.6M
Homestead Advisers Corp 0.11% No change 62,300 $4.5M
California State Teachers Retirement System 0.00% Add +5.1% 58,670 $4.2M
Wells Fargo & Company 0.00% Reduce -42.6% 56,636 $4.1M
DekaBank Deutsche Girozentrale 0.01% No change 55,617 $4.1M
Bridgewater Associates 0.02% New 55,014 $4.0M
Verition Fund Management LLC 0.02% Add +12.8% 54,801 $4.0M
Edgestream Partners, L.P. 0.11% New 54,106 $3.9M
Deutsche Bank AG 0.00% Add +12.2% 51,995 $3.8M
Trexquant Investment LP 0.04% Reduce -33.2% 50,485 $3.7M
Renaissance Technologies 0.00% Reduce -38.8% 47,300 $3.4M
Thrivent Financial for Lutherans 0.01% Add +53.5% 46,658 $3.4M
STRS Ohio 0.01% Reduce -17.1% 45,400 $3.3M
BNP Paribas Financial Markets 0.00% Reduce -80.2% 44,553 $3.2M
Zacks Investment Management 0.02% New 42,382 $3.1M
Susquehanna Fundamental Investments, LLC 0.12% New 41,896 $3.0M
Praesidium Investment Management Company, LLC 0.55% Add +7.3% 38,816 $2.8M
MetLife Investment Management, LLC 0.01% Reduce -1.9% 36,406 $2.6M
Quantinno Capital Management LP 0.01% Reduce -1.4% 36,282 $2.6M
Oak Ridge Investments LLC 0.15% Reduce -1.6% 32,169 $2.3M
New York State Common Retirement Fund 0.00% Reduce -92.2% 31,872 $2.3M
State of Alaska, Department of Revenue 0.02% New 31,442 $2.3M
Lazard Asset Management LLC 0.00% Add +27.3% 30,687 $2.2M
Creative Planning 0.00% Reduce -6.3% 29,835 $2.2M
SG Americas Securities, LLC 0.01% New 29,779 $2.2M
Pathstone Holdings, LLC 0.01% Reduce -3.9% 29,468 $2.1M
Intech Investment Management LLC 0.02% Reduce -6.8% 29,121 $2.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.2% 28,922 $2.1M
Louisiana State Employees Retirement System 0.03% New 28,700 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +28.2% 28,121 $2.0M
Natixis Advisors, LLC 0.00% Add +19.3% 28,115 $2.0M
Oppenheimer Asset Management Inc. 0.02% Add +16.3% 27,646 $2.0M
State of Tennessee, Department of Treasury 0.01% New 27,072 $2.0M
Janus Henderson Group PLC 0.00% No change 26,937 $1.9M
Citigroup Inc. 0.00% Reduce -68.8% 26,660 $1.9M
Motley Fool Asset Management LLC 0.07% Reduce -6.0% 23,523 $1.7M
Voya Investment Management LLC 0.00% Reduce -93.4% 23,395 $1.7M
US Bancorp \de 0.00% Reduce -28.9% 22,593 $1.6M
Campbell & CO Investment Adviser LLC 0.12% New 21,537 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +22.3% 21,426 $1.6M
Gotham Asset Management 0.01% Reduce -47.3% 21,073 $1.5M
LPL Financial LLC 0.00% Reduce -17.8% 20,832 $1.5M
LMG Wealth Partners, LLC 0.27% Add +16.1% 20,317 $1.5M
Yousif Capital Management, LLC 0.01% New 19,377 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Add +13.5% 18,946 $1.4M
Future Fund LLC 0.48% Add +58.6% 18,881 $1.4M
One Capital Management, LLC 0.04% Add +58.6% 18,881 $1.4M
Algert Global LLC 0.02% Reduce -20.5% 18,740 $1.4M
Arizona State Retirement System 0.01% Add +4.0% 18,436 $1.3M
Morningstar Investment Management LLC 0.05% New 18,138 $1.3M
Teacher Retirement System of Texas 0.01% Reduce -18.5% 18,020 $1.3M
Amalgamated Bank 0.01% Add +782.8% 17,991 $1.3M
Police & Firemen's Retirement System of New Jersey 0.01% Add +24.2% 17,453 $1.3M
Graham Capital Management, L.P. 0.07% Reduce -30.9% 17,402 $1.3M
Ensign Peak Advisors, Inc 0.00% Reduce -48.0% 16,958 $1.2M
Sterling Capital Management LLC 0.02% Add +38.6% 16,957 $1.2M
State Board of Administration of Florida Retirement System 0.00% Reduce -0.1% 16,187 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% New 16,000 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% New 15,902 $1.2M
Dark Forest Capital Management LP 0.04% Add +19.0% 15,575 $1.1M
Fieldview Capital Management, LLC 0.18% New 15,350 $1.1M
Oregon Public Employees Retirement Fund 0.01% New 14,100 $1.0M
Dynamic Technology Lab Private Ltd 0.17% New 13,810 $999K
New York State Teachers Retirement System 0.00% New 13,500 $977K
Synovus Financial Corp. 0.01% Add +7.1% 13,424 $972K
KLP Kapitalforvaltning As 0.00% Add +5.6% 13,300 $963K
Walleye Capital LLC 0.01% New 13,087 $947K
Foundations Investment Advisors, LLC 0.01% Add +0.0% 13,015 $942K
Baker Avenue Asset Management, LP 0.02% New 12,096 $876K
Qube Research & Technologies Ltd 0.00% Reduce -92.8% 12,002 $869K
ProShare Advisors LLC 0.00% Reduce -8.5% 11,808 $855K
AlphaQuest LLC 0.06% Add +5.1% 11,662 $844K
Aquatic Capital Management LLC 0.02% New 11,644 $843K
Mariner, LLC 0.00% Add +62.3% 11,639 $843K
Integrated Quantitative Investments LLC 0.23% Add +328.8% 11,049 $800K
Polymer Capital Management (US) LLC 0.11% New 11,000 $796K
Susquehanna International Group, LLP 0.00% Reduce -86.0% 10,485 $759K
Vanguard Personalized Indexing Management, LLC 0.01% Add +3.6% 10,284 $744K
Stifel Financial Corp. 0.00% Reduce -78.4% 10,044 $727K
Truvestments Capital LLC 0.13% Reduce -12.3% 9,796 $709K
Keybank National Association 0.00% Reduce -9.0% 9,496 $687K
Henshaw Capital LLC 0.02% Reduce -16.0% 9,201 $666K
Pictet Asset Management Holding SA 0.00% No change 9,119 $660K
Maryland State Retirement & Pension System 0.01% New 8,977 $650K
Moran Wealth Management, LLC 0.02% Add +7.5% 8,662 $627K
Cetera Investment Advisers 0.00% Add +77.9% 8,478 $614K
PDT Partners, LLC 0.04% Reduce -83.2% 8,303 $601K
O'shaughnessy Asset Management, LLC 0.00% Reduce -3.7% 8,298 $601K
Invst, LLC 0.07% Add +5.2% 8,116 $588K
Glenmede Investment Management, LP 0.00% Add +6.7% 7,865 $569K
Osaic Holdings, Inc. 0.00% Reduce -4.1% 7,169 $563K
DNB Asset Management AS 0.00% New 7,682 $556K
Premier Fund Managers Ltd 0.02% No change 7,354 $544K
Inspire Investing, LLC 0.05% Add +40.3% 7,363 $533K
PFG Investments, LLC 0.03% Reduce -2.1% 7,127 $516K
Bayesian Capital Management, LP 0.10% New 7,022 $508K
Walleye Trading LLC 0.01% New 6,730 $487K
Los Angeles Capital Management LLC 0.00% Reduce -73.9% 6,674 $483K
CIBC Bancorp USA Inc. 0.00% — 6,636 $480K
Cim Investment Management Inc. 0.13% Reduce -51.9% 6,600 $478K
Scientech Research LLC 0.16% New 6,517 $472K
Public Employees Retirement Association of Colorado 0.00% No change 6,394 $463K
PNC Financial Services Group, Inc. 0.00% Add +44.1% 5,821 $421K
Bayforest Capital Ltd 0.20% Add +13.9% 5,789 $419K
Optimize Financial Inc. 0.22% New 5,728 $415K
Keebeck Wealth Management 0.05% Reduce -1.5% 5,716 $414K
M&T Bank Corp 0.00% Add +36.8% 5,699 $413K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -63.9% 5,537 $401K
Contravisory Investment Management, Inc. 0.08% Reduce -8.4% 5,475 $396K
Ameritas Investment Partners, Inc. 0.01% Reduce -18.2% 5,201 $377K
Jump Financial, LLC 0.00% Reduce -68.4% 4,986 $361K
Cerity Partners LLC 0.00% Add +40.5% 4,889 $354K
Xponance LLC 0.00% Add +0.8% 4,887 $354K
Captrust Financial Advisors 0.00% Add +99.8% 4,748 $344K
Mackenzie Financial Corp. 0.00% Add +6.4% 4,630 $335K
Compound Planning, Inc. 0.01% Reduce -4.6% 4,461 $323K
Engineers Gate Manager LP 0.00% Reduce -83.2% 4,436 $321K
Boothbay Fund Management, LLC 0.01% Add +46.5% 4,115 $298K
Amundi 0.00% Reduce -9.0% 4,416 $291K
Virtus Advisers, LLC 0.16% No change 4,017 $291K
PharVision Advisers, LLC 0.16% New 4,007 $290K
Independent Advisor Alliance 0.01% New 3,679 $266K
Praxis Investment Management Inc. 0.01% New 3,436 $249K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +3.2% 3,174 $230K
Occudo Quantitative Strategies LP 0.03% New 3,167 $229K
Inspire Advisors, LLC 0.02% Reduce -7.7% 3,083 $223K
Capstone Investment Advisors, LLC 0.00% Add +4.3% 3,025 $219K
Swiss Life Asset Management Ltd 0.00% New 3,018 $218K
Corton Capital Inc. 0.54% Add +39.9% 3,013 $218K
Hohimer Wealth Management, LLC 0.03% New 2,945 $213K
Profund Advisors LLC 0.01% New 2,916 $211K
MML Investors Services, LLC 0.00% New 2,916 $211K
Wolverine Trading, LLC 0.00% New 2,770 $205K
Freestone Grove Partners LP 0.00% New 2,784 $202K
State of Wyoming 0.02% Add +6.2% 2,412 $175K
Hilltop National Bank 0.04% Add +9.8% 2,077 $150K
Nisa Investment Advisors, LLC 0.00% Add +7.5% 1,997 $145K
Cwm, LLC 0.00% Reduce -2.6% 1,868 $135K
Tower Research Capital LLC (TRC) 0.00% Reduce -80.6% 1,746 $126K
KBC Group NV 0.00% No change 1,696 $123K
Aster Capital Management (DIFC) Ltd 0.06% New 1,694 $123K
Advisory Services Network, LLC 0.00% New 1,656 $120K
Asset Management One Co., Ltd. 0.00% Add +25.2% 1,616 $117K
1620 Investment Advisors, Inc. 0.07% Reduce -1.5% 1,349 $98K
Fulcrum Asset Management LLP 0.03% Reduce -85.8% 1,255 $91K
Pacer Advisors, Inc. 0.00% New 1,248 $90K
REAP Financial Group, LLC 0.02% New 1,120 $81K
RiverPark Advisors, LLC 0.06% Reduce -58.8% 1,110 $80K
Advisors Asset Management, Inc. 0.00% Add +0.2% 1,005 $73K
Essex Investment Management Co. LLC 0.01% Reduce -33.1% 974 $71K
Shell Asset Management Co. 0.01% Reduce -61.0% 917 $66K
Arax Advisory Partners 0.00% Add +201.5% 802 $58K
Fifth Third Bancorp 0.00% Add +18.0% 801 $58K
Danske Bank A/S 0.00% Reduce -10.5% 700 $51K
Quarry LP 0.01% Add +92.5% 697 $50K
Signaturefd, LLC 0.00% Reduce -4.3% 585 $42K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -11.3% 559 $40K
Quadrant Capital Group LLC 0.00% New 525 $38K
First Horizon Corp. 0.00% — 507 $37K
Pittenger & Anderson Inc. 0.00% Reduce -50.0% 500 $36K
Versant Capital Management, Inc 0.00% Add +2.0% 449 $33K
Salomon & Ludwin, LLC 0.00% New 444 $30K
Larson Financial Group LLC 0.00% Add +3.4% 399 $29K
GAMMA Investing LLC 0.00% Reduce -2.0% 390 $28K
Cullen/Frost Bankers, Inc. 0.00% New 370 $27K
WPG Advisers, LLC 0.02% No change 366 $26K
Measured Wealth Private Client Group, LLC 0.01% New 360 $26K
Ameliora Wealth Management Ltd. 0.01% No change 320 $23K
Financial Perspectives, Inc 0.01% No change 300 $22K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -1.7% 289 $20K
Federation des caisses Desjardins du Quebec 0.00% No change 250 $18K
Lanark Financial, Inc. 0.00% No change 249 $18K
SBI Securities Co., Ltd. 0.00% Add +12.9% 237 $17K
Hantz Financial Services, Inc. 0.00% New 238 $17K
Allworth Financial LP 0.00% Add +18.3% 233 $17K
Smartleaf Asset Management LLC 0.00% Add +236.8% 192 $14K
Private Trust Co. NA 0.00% Reduce -9.9% 192 $14K
UMB Bank, n.a. 0.00% New 148 $11K
CIBC Private Wealth Group LLC 0.00% No change 141 $10K
Rise Advisors, LLC 0.00% No change 139 $10K
Steward Partners Investment Advisory, LLC 0.00% New 137 $10K
Covestor Ltd 0.01% No change 125 $9K
Private Wealth Management Group, LLC 0.00% No change 121 $9K
MassMutual Private Wealth & Trust, FSB 0.00% Add +43.0% 113 $8K
Rothschild Investment LLC 0.00% Reduce -31.3% 110 $8K
Huntington National Bank 0.00% Add +80.3% 110 $8K
NewEdge Advisors, LLC 0.00% No change 102 $7K
Horizon Financial Services, LLC 0.00% No change 100 $7K
Highline Wealth Partners LLC 0.00% No change 98 $7K
Keener Financial Planning LLC 0.00% New 97 $7K
MCF Advisors LLC 0.00% Reduce -65.5% 92 $7K
Nova Wealth Management, Inc. 0.00% No change 90 $7K
Optiver Holding B.V. 0.00% New 84 $6K
Jones Financial Companies LLLP 0.00% No change 81 $6K
Main Street Group, LTD 0.00% No change 81 $6K
Wealthspire Advisors, LLC 0.00% New 76 $6K
Farther Finance Advisors, LLC 0.00% Add +3.2% 65 $5K
Accent Capital Management, LLC 0.00% No change 63 $5K
First Command Advisory Services, Inc. 0.00% New 62 $4K
Greykasell Wealth Strategies, Inc. 0.00% No change 54 $4K
Rakuten Securities, Inc. 0.00% New 50 $4K
Stone House Investment Management, LLC 0.00% No change 50 $4K
Global Retirement Partners, LLC 0.00% No change 47 $3K
Manchester Capital Management LLC 0.00% No change 46 $3K
Blue Bell Private Wealth Management, LLC 0.00% No change 40 $3K
EverSource Wealth Advisors, LLC 0.00% Reduce -34.4% 40 $3K
Assetmark, Inc. 0.00% Add +116.7% 39 $3K
Essential Partners LLC 0.00% Reduce -41.0% 36 $3K
Principal Securities, Inc. 0.00% Reduce -82.5% 36 $3K
Golden State Wealth Management, LLC 0.00% Add +135.7% 33 $2K
Parkside Financial Bank & Trust 0.00% Reduce -27.5% 29 $2K
Marquette Asset Management, LLC 0.00% New 21 $2K
Clearstead Advisors, LLC 0.00% New 21 $2K
Montag A & Associates Inc. 0.00% Add +11.1% 20 $1K
Bell Investment Advisors, Inc 0.00% No change 19 $1K
Farmers & Merchants Investments Inc. 0.00% New 19 $1K
Glen Eagle Advisors, LLC 0.00% No change 18 $1K
Parallel Advisors, LLC 0.00% No change 15 $1K
JPL Wealth Management, LLC 0.00% New 10 $724
CVA Family Office, LLC 0.00% No change 10 $724
North Star Investment Management Corp. 0.00% New 7 $507
TD Capital Management LLC 0.00% No change 6 $434
MAI Capital Management 0.00% No change 3 $218
Tortoise Investment Management, LLC 0.00% New 1 $72
Turning Point Benefit Group, Inc. 0.00% New 1 $68
Avion Wealth 0.00% Reduce -41.2% 10 $0

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