Q2 HoldingsQTWO

13F holders, Q1 2026 (March 31)
350holders
61new positions
59sold out
9famous investors
$47.35avg. 13F price*

At the end of Q1 2026, 350 institutions reported holding Q2 Holdings Inc. (QTWO) in their 13F filings, unchanged from Q4 2025. 61 opened new positions and 59 sold out. The largest holders were BlackRock, Inc. ($474.7M), Vanguard Portfolio Management LLC ($229.8M) and Vanguard Capital Management LLC ($127.7M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Q2 Holdings Inc.
Filed as
Q2 HLDGS INC (Q1 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions61$100.5M
Exits59$152.5M

All 13F filers, Q4 2025 → Q1 2026: 10,409,285 shares bought and 12,669,914 shares sold, net −2,260,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 350 holders

BlackRock, Inc. 0.01% Add +2.8% 10,036,162 $474.7M
Vanguard Portfolio Management LLC 0.01% — 4,858,839 $229.8M
Vanguard Capital Management LLC 0.00% — 2,700,262 $127.7M
State Street Corp. 0.00% Add +3.0% 2,495,836 $118.1M
Conestoga Capital Advisors, LLC 1.68% Reduce -3.5% 1,782,715 $84.3M
Tremblant Capital Group 2.59% Reduce -6.1% 1,702,976 $80.6M
Capital Research Global Investors 0.01% Reduce -48.4% 1,620,408 $76.6M
Geode Capital Management, LLC 0.00% Add +0.2% 1,488,204 $70.4M
Nomura Asset Management International Inc. 0.10% Reduce -26.0% 1,230,840 $58.2M
Assenagon Asset Management S.A. 0.09% Add +119.0% 1,210,419 $57.3M
American Century Companies Inc. 0.03% Reduce -5.8% 1,107,101 $52.4M
Two Sigma Investments, LP 0.04% Add +99.4% 1,038,312 $49.1M
Dimensional Fund Advisors LP 0.01% Add +34.7% 1,009,773 $47.8M
Federated Hermes, Inc. 0.07% Add +36.4% 940,911 $44.5M
Jennison Associates LLC 0.03% Reduce -18.4% 894,749 $42.3M
Tensile Capital Management LP 6.03% Add +30.9% 889,767 $42.1M
Millennium Management 0.03% Add +194.7% 806,549 $38.1M
Manufacturers Life Insurance Company, The 0.03% Add +7.8% 698,693 $33.0M
Algebris (uk) Ltd. 2.40% Add +630.7% 695,593 $32.8M
Goldman Sachs Group Inc. 0.00% Add +34.4% 693,694 $32.8M
Massachusetts Financial Services Co. 0.01% Add +3.5% 637,989 $31.4M
Nuveen, LLC 0.01% Add +2.5% 654,094 $30.9M
Northern Trust Corp. 0.00% Add +3.2% 651,726 $30.8M
Morgan Stanley 0.00% Reduce -31.7% 648,689 $30.7M
Ameriprise Financial Inc. 0.01% Add +204.2% 629,505 $29.8M
North Reef Capital Management LP 1.01% Reduce -48.9% 620,814 $29.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -4.8% 583,653 $27.6M
JPMorgan Chase & Co. 0.00% Add +61.2% 586,420 $27.3M
Bank of America Corp. 0.00% Reduce -10.9% 571,650 $27.0M
T. Rowe Price Associates Inc. 0.00% Add +2.2% 529,073 $25.0M
Arrowstreet Capital, Limited Partnership 0.01% Add +139.2% 516,246 $24.4M
D. E. Shaw & Co. 0.02% Add +892.5% 493,919 $23.4M
Cypress Point Investment Management LP 5.47% Add +6.6% 490,791 $23.2M
Fort Washington Investment Advisors Inc. 0.13% Add +73.0% 488,080 $23.1M
Schonfeld Strategic Advisors LLC 0.18% Add +869.0% 461,470 $21.8M
Vanguard Fiduciary Trust Co. 0.01% — 432,735 $20.5M
Bank of New York Mellon Corp 0.00% Reduce -3.0% 430,562 $20.4M
Qube Research & Technologies Ltd 0.03% New 414,389 $19.6M
Oberweis Asset Management Inc./ 0.55% Add +17.1% 394,629 $18.7M
AQR Capital Management 0.01% Add +157.5% 387,568 $18.3M
Rockefeller Capital Management L.P. 0.03% Reduce -31.6% 351,694 $16.6M
First Trust Advisors LP 0.01% Add +16.8% 349,322 $16.5M
TimesSquare Capital Management, LLC 0.26% Reduce -10.8% 328,270 $15.5M
Wellington Management Group LLP 0.00% New 324,409 $15.3M
Emerald Advisers, LLC 0.48% Reduce -24.0% 320,580 $15.2M
Principal Financial Group Inc. 0.01% Add +2.0% 305,133 $14.4M
William Blair Investment Management, LLC 0.05% Reduce -88.8% 302,134 $14.3M
Aberdeen Group plc 0.02% Add +1.1% 300,313 $14.2M
Bessemer Group Inc. 0.02% Reduce -21.1% 293,972 $13.9M
Fifth Third Bancorp 0.02% Add +27165.5% 257,114 $12.2M
Citadel Advisors 0.01% Add +164.1% 256,283 $12.1M
Trexquant Investment LP 0.09% Add +245.7% 252,715 $12.0M
Brown Capital Management LLC 1.70% Reduce -28.9% 252,699 $12.0M
FMR LLC 0.00% Add +51.0% 249,131 $11.8M
Balyasny Asset Management L.P. 0.02% Add +1095.2% 238,175 $11.3M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -13.6% 234,625 $11.1M
Handelsbanken Fonder AB 0.04% Reduce -59.6% 229,316 $10.8M
Public Sector Pension Investment Board 0.03% Add +3.2% 223,300 $10.6M
Squarepoint Ops LLC 0.02% Reduce -34.3% 221,812 $10.5M
Brown Advisory Inc. 0.02% New 220,600 $10.4M
Invesco Ltd. 0.00% Reduce -5.1% 220,173 $10.4M
Tudor Investment Corporation 0.06% Add +135.2% 219,391 $10.4M
Renaissance Technologies 0.02% Add +136.1% 213,900 $10.1M
Curi Capital, LLC 0.18% Add +49.0% 210,848 $10.0M
Tidal Investments LLC 0.03% Reduce -28.8% 205,152 $9.7M
Emerald Mutual Fund Advisers Trust 0.47% Reduce -27.7% 203,815 $9.6M
Victory Capital Management Inc. 0.01% Add +1.1% 177,283 $8.4M
Royal Bank of Canada 0.00% Reduce -48.2% 173,446 $8.2M
Silvercrest Asset Management Group LLC 0.06% Reduce -17.1% 169,732 $8.0M
Rhumbline Advisers 0.01% Reduce -0.1% 169,331 $8.0M
Summit Creek Advisors LLC 1.59% Reduce -13.6% 163,293 $7.7M
Canada Pension Plan Investment Board 0.00% Add +7.5% 158,300 $7.5M
Jane Street Group, LLC 0.01% New 155,843 $7.4M
Raymond James Financial Inc. 0.00% Add +0.6% 151,901 $7.2M
Legal & General Group Plc 0.00% Reduce -11.1% 144,022 $6.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.4% 141,670 $6.7M
Ensign Peak Advisors, Inc 0.01% Add +3055.7% 139,418 $6.6M
Peregrine Capital Management LLC 0.24% Reduce -4.1% 137,314 $6.5M
Clearbridge Investments, LLC 0.01% Add +24.6% 137,287 $6.5M
Nicholas Company, Inc. 0.13% Reduce -0.5% 136,106 $6.4M
Point72 Asset Management 0.01% New 130,200 $6.2M
Renaissance Group LLC 0.25% Add +37.0% 128,588 $6.1M
Alliancebernstein L.P. 0.00% Add +0.8% 83,630 $6.0M
UBS Group AG 0.00% Reduce -72.5% 123,913 $5.9M
Swiss National Bank 0.00% Add +0.5% 123,700 $5.9M
Algert Global LLC 0.09% Add +372.6% 119,464 $5.7M
CANADA LIFE ASSURANCE Co 0.01% Add +21.6% 118,667 $5.6M
Y-Intercept (Hong Kong) Ltd 0.10% New 113,463 $5.4M
King Luther Capital Management Corp. 0.02% Add +16.4% 109,177 $5.2M
State of Wisconsin Investment Board 0.01% Reduce -5.2% 101,620 $4.8M
Nordea Investment Management AB 0.00% Reduce -5.2% 96,842 $4.5M
Pembroke Management, LTD 0.63% Reduce -73.2% 91,885 $4.3M
Gillson Capital LP 0.34% New 88,266 $4.2M
Campbell & CO Investment Adviser LLC 0.23% New 86,453 $4.1M
Envestnet Asset Management Inc. 0.00% Reduce -7.6% 84,778 $4.0M
Prudential Financial Inc. 0.00% Add +7.0% 79,340 $3.8M
Marshall Wace, LLP 0.00% Add +37.4% 79,297 $3.8M
Sei Investments Co. 0.00% Reduce -51.2% 78,508 $3.7M
Hillsdale Investment Management Inc. 0.10% Add +1.8% 78,246 $3.7M
Barclays PLC 0.00% Reduce -65.1% 77,177 $3.7M
Engineers Gate Manager LP 0.04% Add +306.1% 75,990 $3.6M
Fred Alger Management, LLC 0.02% Reduce -18.5% 73,588 $3.5M
Qsemble Capital Management, LP 0.26% Add +1932.2% 73,017 $3.5M
California State Teachers Retirement System 0.00% Add +24.1% 72,724 $3.4M
Lazard Asset Management LLC 0.01% Add +14.0% 71,204 $3.4M
Citigroup Inc. 0.00% Add +197.0% 67,387 $3.2M
Brevan Howard Capital Management LP 0.03% New 66,244 $3.1M
Jump Financial, LLC 0.05% Add +173.4% 66,048 $3.1M
Mutual of America Capital Management LLC 0.04% Reduce -0.2% 65,542 $3.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +6972.6% 65,280 $3.1M
Motley Fool Wealth Management, LLC 0.34% Reduce -25.7% 63,306 $3.0M
Gotham Asset Management 0.01% Reduce -5.8% 62,770 $3.0M
Homestead Advisers Corp 0.08% No change 62,300 $2.9M
Russell Investments Group, Ltd. 0.00% Reduce -16.6% 60,835 $2.9M
Deutsche Bank AG 0.00% Add +11.6% 60,373 $2.9M
Robeco Institutional Asset Management B.V. 0.00% Reduce -45.2% 57,500 $2.7M
Venturi Wealth Management, LLC 0.12% Reduce -5.8% 57,230 $2.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 56,329 $2.7M
DekaBank Deutsche Girozentrale 0.00% No change 55,617 $2.7M
Motley Fool Asset Management LLC 0.11% Add +91.9% 54,221 $2.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -17.6% 52,152 $2.5M
Creative Planning 0.00% Add +13.9% 51,222 $2.4M
Franklin Resources Inc. 0.00% Reduce -1.7% 47,968 $2.3M
Quantinno Capital Management LP 0.00% Add +27.1% 47,945 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% Add +206.7% 47,684 $2.3M
Occudo Quantitative Strategies LP 0.12% New 43,439 $2.2M
Penserra Capital Management LLC 0.03% Reduce -30.6% 45,163 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +40.2% 43,500 $2.1M
Thrivent Financial for Lutherans 0.00% Reduce -3.0% 43,263 $2.0M
Wedge Capital Management L L P 0.04% New 43,046 $2.0M
New Age Alpha Advisors, LLC 0.09% Reduce -3.7% 41,090 $1.9M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 40,660 $1.9M
Susquehanna International Group, LLP 0.00% Add +72.0% 38,881 $1.8M
Cwm, LLC 0.00% Add +266.6% 36,144 $1.7M
Mariner, LLC 0.00% Add +142.7% 35,758 $1.7M
MetLife Investment Management, LLC 0.01% Add +0.7% 34,665 $1.6M
Future Fund LLC 0.58% Add +26.9% 34,641 $1.6M
One Capital Management, LLC 0.04% Add +26.9% 34,641 $1.6M
Allianz Asset Management GmbH 0.00% New 34,039 $1.6M
Voya Investment Management LLC 0.00% Reduce -1.3% 33,454 $1.6M
State of Alaska, Department of Revenue 0.02% Reduce -3.3% 30,805 $1.5M
Illinois Municipal Retirement Fund 0.02% Reduce -7.6% 30,224 $1.4M
Smith Group Asset Management, LLC 0.07% New 30,062 $1.4M
STRS Ohio 0.01% Reduce -25.9% 30,000 $1.4M
Aquatic Capital Management LLC 0.04% New 29,824 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.1% 29,213 $1.4M
Walleye Capital LLC 0.01% New 29,101 $1.4M
Susquehanna Fundamental Investments, LLC 0.05% Reduce -78.4% 28,821 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -3.1% 27,700 $1.3M
State of Tennessee, Department of Treasury 0.00% No change 27,424 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +20.6% 26,977 $1.3M
Janus Henderson Group PLC 0.00% No change 26,937 $1.3M
Entropy Technologies, LP 0.06% Add +864.9% 26,902 $1.3M
Dark Forest Capital Management LP 0.11% New 26,424 $1.2M
Vanguard Global Advisers, LLC 0.00% — 25,390 $1.2M
Pathstone Holdings, LLC 0.00% Reduce -2.9% 25,346 $1.2M
Gsa Capital Partners LLP 0.07% New 23,982 $1.1M
Wells Fargo & Company 0.00% Reduce -68.4% 23,916 $1.1M
Bank of Montreal 0.00% Reduce -90.4% 23,381 $1.1M
Magnetar Financial LLC 0.01% New 23,253 $1.1M
Integrated Quantitative Investments LLC 0.20% Reduce -0.1% 22,991 $1.1M
US Bancorp \de 0.00% Reduce -1.8% 21,132 $1000K
Man Group plc 0.00% New 20,726 $980K
Dynamic Technology Lab Private Ltd 0.15% Add +43.6% 19,991 $946K
Graham Capital Management, L.P. 0.04% New 19,984 $945K
New York State Common Retirement Fund 0.00% No change 19,863 $940K
Bridgewater Associates 0.00% Reduce -34.4% 19,415 $918K
BNP Paribas Financial Markets 0.00% Reduce -85.8% 19,402 $918K
Twinbeech Capital LP 0.09% New 19,000 $899K
Zacks Investment Management 0.01% Add +16.8% 18,980 $898K
Amalgamated Bank 0.01% Reduce -1.0% 17,960 $850K
Acadian Asset Management LLC 0.00% New 17,911 $845K
Fox Run Management, L.L.C. 0.14% Add +214.5% 17,460 $813K
Arizona State Retirement System 0.00% Reduce -1.9% 17,180 $813K
Police & Firemen's Retirement System of New Jersey 0.01% No change 16,996 $804K
Intech Investment Management LLC 0.01% Reduce -52.1% 16,736 $792K
Yousif Capital Management, LLC 0.01% Reduce -1.6% 16,657 $788K
Los Angeles Capital Management LLC 0.00% Add +143.8% 16,269 $770K
State Board of Administration of Florida Retirement System 0.00% No change 16,187 $766K
SG Americas Securities, LLC 0.00% Add +25.3% 16,081 $761K
EP Wealth Advisors, LLC 0.00% Add +60.1% 15,840 $749K
Vanguard Investments Australia, Ltd. 0.00% — 15,668 $741K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.3% 15,432 $730K
Ares Systematic Credit Ltd 3.28% Add +36.5% 15,296 $712K
Cerity Partners LLC 0.00% Add +36.4% 14,797 $700K
Vanguard Personalized Indexing Management, LLC 0.01% Add +29.7% 14,708 $696K
LPL Financial LLC 0.00% Add +2.6% 14,674 $694K
Oregon Public Employees Retirement Fund 0.01% No change 14,300 $676K
KLP Kapitalforvaltning As 0.00% Add +3.8% 13,800 $653K
Wasatch Advisors LP 0.00% Reduce -99.3% 13,367 $632K
Foundations Investment Advisors, LLC 0.01% Reduce -0.1% 13,015 $616K
Ieq Capital, LLC 0.00% New 12,885 $609K
Freestone Grove Partners LP 0.00% New 12,577 $595K
Inspire Investing, LLC 0.03% Add +56.0% 12,482 $590K
Wealth Enhancement Advisory Services, LLC 0.00% Add +66.0% 12,075 $576K
XTX Topco Ltd 0.01% New 12,164 $575K
Oxford Asset Management LLP 0.22% New 11,499 $544K
New York State Teachers Retirement System 0.00% Reduce -15.1% 11,464 $542K
Truvestments Capital LLC 0.09% Reduce -4.4% 10,704 $506K
Natixis Advisors, LLC 0.00% Reduce -16.2% 10,624 $503K
Pictet Asset Management Holding SA 0.00% Add +7.3% 10,535 $498K
1492 Capital Management LLC 0.18% Reduce -0.1% 9,909 $469K
ProShare Advisors LLC 0.00% Reduce -19.6% 9,821 $465K
Callan Family Office, LLC 0.01% Add +31.0% 9,706 $459K
Sterling Capital Management LLC 0.01% Reduce -44.4% 9,578 $453K
AlphaGrep UK Ltd 0.13% New 9,154 $433K
Centiva Capital, LP 0.02% New 9,112 $431K
Capstone Investment Advisors, LLC 0.00% Add +120.9% 9,080 $429K
Maryland State Retirement & Pension System 0.01% Reduce -1.1% 9,076 $429K
Captrust Financial Advisors 0.00% Add +21.0% 9,061 $429K
Amundi 0.00% Add +23.6% 9,003 $426K
Fieldview Capital Management, LLC 0.12% Add +130.4% 8,993 $425K
Teacher Retirement System of Texas 0.00% Reduce -38.2% 8,922 $422K
Mercer Global Advisors Inc. 0.00% Add +143.3% 8,662 $410K
Cim Investment Management Inc. 0.11% Add +27.6% 8,425 $399K
Stifel Financial Corp. 0.00% Reduce -6.2% 8,366 $396K
Glenmede Trust Co. NA 0.00% Reduce -0.5% 8,163 $386K
nVerses Capital, LLC 0.35% New 8,120 $384K
Swiss Life Asset Management Ltd 0.00% Add +34.2% 7,523 $356K
M&T Bank Corp 0.00% Reduce -3.2% 7,526 $356K
PNC Financial Services Group, Inc. 0.00% Add +18.6% 7,348 $348K
Keybank National Association 0.00% Reduce -26.6% 7,027 $332K
Keebeck Wealth Management 0.04% Add +13.6% 6,883 $326K
Neuberger Berman Group LLC 0.00% Add +134.1% 6,626 $313K
Cetera Investment Advisers 0.00% Reduce -2.0% 6,556 $310K
PFG Investments, LLC 0.01% Reduce -3.3% 6,537 $309K
Aigen Investment Management, LP 0.08% New 6,510 $308K
Public Employees Retirement Association of Colorado 0.00% No change 6,394 $302K
Arcus Capital Partners, LLC 0.11% Reduce -0.1% 6,328 $299K
Xponance LLC 0.00% Add +19.4% 5,873 $278K
HSBC Holdings PLC 0.00% New 5,737 $273K
Mangrove Partners Im, LLC 0.02% New 5,712 $270K
Bayforest Capital Ltd 0.30% Add +55.2% 5,706 $270K
Jones Financial Companies LLLP 0.00% Add +5504.0% 5,604 $255K
Elevation Point Wealth Partners, LLC 0.01% New 5,154 $244K
Corient Private Wealth LP 0.00% Add +49.0% 5,076 $239K
Tower Research Capital LLC (TRC) 0.01% Add +271.8% 5,060 $239K
Ameritas Investment Partners, Inc. 0.01% No change 5,054 $239K
HighTower Advisors, LLC 0.00% New 4,982 $236K
Brooklyn Investment Group 0.01% New 4,639 $219K
iSAM Funds (UK) Ltd 0.11% New 4,630 $219K
Hohimer Wealth Management, LLC 0.03% Add +52.9% 4,520 $214K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -1.7% 4,431 $210K
Truist Financial Corp. 0.00% New 4,355 $206K
Virtus Advisers, LLC 0.09% No change 4,017 $190K
SBI Okasan Asset Management Co.Ltd. 0.01% No change 4,000 $186K
Hantz Financial Services, Inc. 0.00% Add +879.0% 3,407 $161K
Central Pacific Bank - Trust Division 0.02% Add +76.0% 3,204 $152K
State of Wyoming 0.02% Reduce -41.1% 3,032 $143K
EverSource Wealth Advisors, LLC 0.00% Add +1357.4% 2,842 $134K
Hilltop National Bank 0.03% Add +31.9% 2,740 $130K
1620 Investment Advisors, Inc. 0.09% Add +93.5% 2,669 $126K
Nisa Investment Advisors, LLC 0.00% Add +16.0% 2,365 $112K
Eurizon Capital SGR S.p.A. 0.00% No change 1,924 $90K
KBC Group NV 0.00% No change 1,696 $80K
Pacer Advisors, Inc. 0.00% Add +42.6% 1,656 $78K
GAMMA Investing LLC 0.00% Add +71.8% 1,587 $75K
Quadrant Capital Group LLC 0.00% Add +160.8% 1,455 $69K
Group One Trading LLC 0.00% Reduce -20.5% 1,415 $67K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -22.3% 1,398 $66K
Advisory Services Network, LLC 0.00% New 1,372 $65K
Fulcrum Asset Management LLP 0.01% No change 1,255 $58K
REAP Financial Group, LLC 0.01% No change 1,120 $53K
Versant Capital Management, Inc 0.01% New 1,081 $51K
Kemnay Advisory Services Inc. 0.01% Reduce -29.1% 1,005 $48K
Essex Investment Management Co. LLC 0.01% No change 974 $46K
Advisors Asset Management, Inc. 0.00% Reduce -1.6% 973 $46K
Asset Management One Co., Ltd. 0.00% Reduce -14.0% 969 $46K
Signaturefd, LLC 0.00% Add +101.0% 967 $46K
Natixis 0.00% Reduce -75.3% 800 $38K
Allworth Financial LP 0.00% Add +111.2% 756 $36K
Optiver Holding B.V. 0.00% Add +1579.0% 638 $30K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.9% 564 $27K
Root Financial Partners, LLC 0.00% New 526 $25K
Osaic Holdings, Inc. 0.00% Add +347.9% 524 $25K
Pittenger & Anderson Inc. 0.00% No change 500 $24K
Arax Advisory Partners 0.00% Add +342.0% 442 $21K
MassMutual Private Wealth & Trust, FSB 0.00% Add +80.7% 421 $20K
MAI Capital Management 0.00% Add +257.0% 357 $17K
Larson Financial Group LLC 0.00% Add +10.1% 339 $16K
Farther Finance Advisors, LLC 0.00% Add +144.2% 337 $16K
Ameliora Wealth Management Ltd. 0.00% No change 320 $15K
Federation des caisses Desjardins du Quebec 0.00% Add +26.0% 315 $15K
Financial Perspectives, Inc 0.00% No change 300 $14K
UMB Bank, n.a. 0.00% Reduce -7.2% 296 $14K
Whittier Trust Co. of Nevada Inc. 0.00% No change 285 $14K
Rothschild Investment LLC 0.00% Add +24.6% 268 $13K
Covestor Ltd 0.01% Reduce -21.9% 257 $12K
Private Trust Co. NA 0.00% Add +17.3% 237 $11K
Cullen/Frost Bankers, Inc. 0.00% Add +13.5% 235 $11K
Essential Partners LLC 0.00% Reduce -11.4% 233 $11K
Kilter Group LLC 0.00% New 187 $9K
SBI Securities Co., Ltd. 0.00% No change 185 $9K
Assetmark, Inc. 0.00% Add +40.2% 164 $8K
Smartleaf Asset Management LLC 0.00% Reduce -46.8% 166 $8K
True Wealth Design, LLC 0.00% Add +715.0% 163 $8K
Ankerstar Wealth, LLC 0.01% No change 155 $7K
Cassaday & Co Wealth Management LLC 0.00% New 151 $7K
Premier Fund Managers Ltd 0.00% Reduce -96.5% 149 $7K
Whittier Trust Co. 0.00% New 140 $7K
Steward Partners Investment Advisory, LLC 0.00% No change 137 $6K
Salomon & Ludwin, LLC 0.00% Reduce -73.3% 127 $6K
International Assets Investment Management, LLC 0.00% Reduce -12.7% 124 $6K
Private Wealth Management Group, LLC 0.00% No change 121 $6K
Bell Investment Advisors, Inc 0.00% Add +463.2% 107 $5K
Horizon Financial Services, LLC 0.00% No change 100 $5K
LRI Investments, LLC 0.00% New 96 $5K
Bare Financial Services, Inc 0.00% Add +123.7% 85 $4K
Main Street Group, LTD 0.00% New 81 $4K
Torren Management, LLC 0.00% Reduce -95.7% 79 $4K
Marquette Asset Management, LLC 0.00% Add +203.8% 79 $4K
IFP Advisors, Inc 0.00% New 74 $4K
Wealth Preservation Advisors, LLC 0.00% New 68 $3K
First Command Advisory Services, Inc. 0.00% No change 62 $3K
MidFirst Bank 0.00% Reduce -97.8% 61 $3K
Triumph Capital Management 0.00% No change 60 $3K
Physician Wealth Advisors, Inc. 0.00% New 59 $3K
Rossby Financial, LCC 0.00% Add +1833.3% 58 $3K
Greykasell Wealth Strategies, Inc. 0.00% No change 54 $3K
Stone House Investment Management, LLC 0.00% No change 50 $2K
Manchester Capital Management LLC 0.00% No change 46 $2K
Parkside Financial Bank & Trust 0.00% Reduce -70.6% 45 $2K
JPL Wealth Management, LLC 0.00% New 44 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 40 $2K
Basecamp Wealth Advisors LLC 0.00% Add +357.1% 32 $2K
Farmers & Merchants Investments Inc. 0.00% No change 29 $1K
WPG Advisers, LLC 0.00% Reduce -76.2% 25 $1K
Cornerstone Financial Management LLC 0.00% New 22 $1K
McGuire Capital Advisors Inc. 0.00% New 20 $946
Golden State Wealth Management, LLC 0.00% Reduce -42.4% 19 $899
Advocate Investing Services LLC 0.00% No change 18 $851
Glen Eagle Advisors, LLC 0.00% No change 18 $851
Cornerstone Planning Group LLC 0.00% New 16 $838
Lloyd Advisory Services, LLC. 0.00% New 17 $804
Kingdom Financial Group LLC. 0.00% No change 17 $804
TD Private Client Wealth LLC 0.00% Add +60.0% 16 $757
Breakwater Investment Management 0.00% New 10 $473
Caitong International Asset Management Co., Ltd 0.00% Reduce -85.7% 10 $473
Keating Financial Advisory Services, Inc. 0.00% No change 9 $426
Zions Bancorporation, National Association 0.00% New 9 $426
Gilpin Wealth Management, LLC 0.00% Add +60.0% 8 $379
SJS Investment Consulting Inc. 0.00% No change 7 $332
Parallel Advisors, LLC 0.00% No change 5 $237
Cedar Mountain Advisors, LLC 0.00% New 3 $142
Hughes Financial Services, LLC 0.00% New 3 $142
Abound Wealth Management 0.00% No change 2 $95
Dunhill Financial, LLC 0.00% No change 1 $58
Transamerica Financial Advisors, LLC 0.00% New 1 $47
Capital Advisors, Ltd. LLC 0.00% New 8 $0
Avion Wealth 0.00% Add +10.0% 11 $0

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