InvestorLens

QTWO — Q2 HLDGS INC

Information Technology

Sign in to save3 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying QTWO?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Net distribution · 1 buying vs 1 selling last quarter
34
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their QTWO position last quarter, 1 bought and 1 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Ray Dalio)
  • +3 tracked investors reported holding QTWO at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Information Technologysource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About Q2 HLDGS INC (QTWO)

Q2 HLDGS INC (QTWO) appears in the most recent 13F filings of 3 tracked institutional investors. Q2 HLDGS INC is classified in the Information Technology sector. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $87M. Across recent filings, tracked investors recorded 6 new positions, 2 increased, 0 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in QTWO

62
/100
Institutional Accumulation
Added / Increased8
Reduced0
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track QTWO

20
/100
Emerging Interest
3investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

QTWO Ownership Composition

How Q2 HLDGS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
98% of tracked value
Institutions
3
tracked investors
Total Reported
$90.1M
combined 13F value
Types2
  • Multi-Strategy / Quant97.7%
  • Macro2.3%
Multi-Strategy / Quant(2)
97.7%
Macro(1)
2.3%

Tracked investors currently reporting QTWO

3 tracked investors have since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    1.8M
    Value
    $86.9M
    % Portfolio
    0.03%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    21.9K
    Value
    $1.1M
    % Portfolio
    0.00%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    43K
    Value
    $2.1M
    % Portfolio
    0.01%

Previously held QTWO

These investors reported QTWO in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Howard MarksOaktree Capital Management41.1M$40.9MMar 31, 2026
Steve CohenPoint72 Asset Management20M$19.9MMar 31, 2026
Paul Tudor JonesTudor Investment Corp219.4K$10.4MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold QTWO?
3 tracked institutional investors disclosed a position in QTWO (Q2 HLDGS INC) in their most recent 13F filing.
Who is the largest institutional holder of QTWO?
Izzy Englander, Millennium Management, holds the largest disclosed position in QTWO, valued at $87M.
Did institutional ownership of QTWO increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 2 increased, 0 reduced, and 5 fully exited QTWO.
What sector is QTWO in?
Q2 HLDGS INC is classified in the Information Technology GICS sector.
Where does this QTWO ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.