Q2 Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

BMV:QTWO * Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
02 Jun 25SellMex$11,925,682Kirk ColemanIndividual7,093Mex$1,681.33
14 May 25SellMex$713,819M. KerrIndividual397Mex$1,798.03
12 Mar 25SellMex$9,959,701Kimberly RutledgeIndividual6,656Mex$1,496.35
12 Mar 25SellMex$16,600,500Jonathan PriceIndividual11,094Mex$1,496.35
12 Mar 25SellMex$22,576,920John BreedenIndividual15,088Mex$1,496.35
12 Mar 25SellMex$22,452,723Michael VolanoskiIndividual15,005Mex$1,496.35
12 Mar 25SellMex$53,454,089Matthew FlakeIndividual35,723Mex$1,496.35
04 Mar 25SellMex$35,488,958Jonathan PriceIndividual21,023Mex$1,688.10
04 Mar 25SellMex$32,862,272Kirk ColemanIndividual19,467Mex$1,688.10
04 Mar 25SellMex$21,096,204Kimberly RutledgeIndividual12,497Mex$1,688.10
04 Mar 25SellMex$7,409,077M. KerrIndividual4,389Mex$1,688.10
04 Mar 25SellMex$39,091,366John BreedenIndividual23,157Mex$1,688.10
04 Mar 25SellMex$40,413,150Michael VolanoskiIndividual23,940Mex$1,688.10
04 Mar 25SellMex$109,832,948Matthew FlakeIndividual65,063Mex$1,688.10
18 Feb 25SellMex$10,161,285Lynn TysonIndividual5,482Mex$1,853.57
12 Dec 24SellMex$40,699,667Kirk ColemanIndividual18,987Mex$2,147.37
10 Dec 24SellMex$8,977,953Michael VolanoskiIndividual4,178Mex$2,148.86
26 Nov 24SellMex$92,105,418Jeffrey DiehlIndividual41,627Mex$2,214.01
15 Nov 24SellMex$79,001,683Adams Street Partners, LLCCompany40,233Mex$1,963.60
14 Nov 24SellMex$290,303,224Adams Street Partners, LLCCompany139,976Mex$2,118.30
12 Nov 24SellMex$210,019,014Adams Street Partners, LLCCompany100,000Mex$2,111.94
11 Sep 24SellMex$728,956M. KerrIndividual517Mex$1,409.97
30 Aug 24SellMex$16,367,931Adams Street Partners, LLCCompany11,251Mex$1,454.80
29 Aug 24SellMex$85,517,291Adams Street Partners, LLCCompany58,372Mex$1,467.43
27 Aug 24SellMex$74,970,417Adams Street Partners, LLCCompany50,872Mex$1,481.67
22 Aug 24SellMex$32,005,719Adams Street Partners, LLCCompany22,614Mex$1,415.31
22 Aug 24SellMex$46,271,003Adams Street Partners, LLCCompany31,888Mex$1,451.05
21 Aug 24SellMex$72,903,774Adams Street Partners, LLCCompany52,265Mex$1,396.40
19 Aug 24SellMex$64,501,392Adams Street Partners, LLCCompany47,735Mex$1,357.53
14 Aug 24SellMex$9,782,586M. KerrIndividual7,500Mex$1,309.04
12 Jun 24SellMex$32,463,722Adams Street Partners, LLCCompany28,194Mex$1,151.44

Insider Trading Volume

Insider Buying: QTWO * insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of QTWO *?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders2,494,0603.78%
Institutions63,438,53296.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 68.59% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.5%
The Vanguard Group, Inc.
6,963,712Mex$11.5b-1.11%0.01%
9.6%
BlackRock, Inc.
5,829,325Mex$9.6b0.03%0.01%
4.04%
Invesco Ltd.
2,452,203Mex$4.0b-1.1%0.05%
3.48%
Wasatch Advisors LP
2,116,062Mex$3.5b-41.4%0.61%
3.32%
William Blair Investment Management, LLC
2,013,368Mex$3.3b0%0.21%
3.17%
Conestoga Capital Advisors, LLC
1,927,413Mex$3.2b-16.5%2.29%
2.66%
State Street Global Advisors, Inc.
1,613,528Mex$2.7b-3.31%no data
2.59%
Macquarie Investment Management Business Trust
1,575,408Mex$2.6b-4.19%0.16%
2.5%
Capital Research and Management Company
1,518,376Mex$2.5b11.2%0.01%
2.34%
Brown Capital Management, LLC
1,418,348Mex$2.3b-28.8%2.0%
2.29%
Geode Capital Management, LLC
1,389,181Mex$2.3b2.66%0.01%
2.22%
Massachusetts Financial Services Company
1,345,741Mex$2.2b108%0.02%
2.08%
Jennison Associates LLC
1,260,360Mex$2.1b-16.9%0.06%
1.95%
American Century Investment Management Inc
1,184,688Mex$2.0b-2.04%0.05%
1.67%
Columbia Management Investment Advisers, LLC
1,012,787Mex$1.7b106%0.02%
1.54%
Dimensional Fund Advisors LP
937,744Mex$1.5b-6.15%0.01%
1.53%
Hood River Capital Management LLC
931,939Mex$1.5b-35.5%1.23%
1.43%
Tensile Capital Management LP
867,767Mex$1.4b-6.97%9.04%
1.29%
Emerald Advisers, LLC
783,998Mex$1.3b-27.2%1.67%
1.29%
Robert Seale
781,562Mex$1.3b0%no data
1.28%
North Reef Capital Management LP
780,189Mex$1.3b-22.4%3.04%
1.24%
T. Rowe Price Group, Inc.
753,106Mex$1.2b-1.74%0.01%
1.23%
Arrowstreet Capital, Limited Partnership
745,404Mex$1.2b732%0.05%
1.22%
Morgan Stanley, Investment Banking and Brokerage Investments
740,777Mex$1.2b1.38%0.01%
1.17%
Federated Hermes, Inc.
708,623Mex$1.2b-6.73%0.14%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/03/29 02:43
End of Day Share Price 2024/12/30 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Q2 Holdings, Inc. is covered by 29 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Joseph VruwinkBaird
Ishan MajumdarBaptista Research
Matthew VanVlietBTIG