Q2 Holdings Ownership

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


Recent Insider Transactions

NYSE:QTWO Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
12 Mar 25SellUS$493,343Kimberly RutledgeIndividual6,656US$74.12
12 Mar 25SellUS$822,287Jonathan PriceIndividual11,094US$74.12
12 Mar 25SellUS$1,118,323John BreedenIndividual15,088US$74.12
12 Mar 25SellUS$1,112,171Michael VolanoskiIndividual15,005US$74.12
12 Mar 25SellUS$2,647,789Matthew FlakeIndividual35,723US$74.12
04 Mar 25SellUS$1,700,550Jonathan PriceIndividual21,023US$80.89
04 Mar 25SellUS$1,574,686Kirk ColemanIndividual19,467US$80.89
04 Mar 25SellUS$1,010,882Kimberly RutledgeIndividual12,497US$80.89
04 Mar 25SellUS$355,026M. KerrIndividual4,389US$80.89
04 Mar 25SellUS$1,873,170John BreedenIndividual23,157US$80.89
04 Mar 25SellUS$1,936,507Michael VolanoskiIndividual23,940US$80.89
04 Mar 25SellUS$5,262,946Matthew FlakeIndividual65,063US$80.89
18 Feb 25SellUS$502,206Lynn TysonIndividual5,482US$91.61
12 Dec 24SellUS$2,017,002Kirk ColemanIndividual18,987US$106.42
10 Dec 24SellUS$442,868Michael VolanoskiIndividual4,178US$106.00
26 Nov 24SellUS$4,444,256Jeffrey DiehlIndividual41,627US$106.83
15 Nov 24SellUS$3,879,668Adams Street Partners, LLCCompany40,233US$96.43
14 Nov 24SellUS$14,170,465Adams Street Partners, LLCCompany139,976US$103.40
12 Nov 24SellUS$10,219,804Adams Street Partners, LLCCompany100,000US$102.77
11 Sep 24SellUS$36,635M. KerrIndividual517US$70.86
30 Aug 24SellUS$833,699Adams Street Partners, LLCCompany11,251US$74.10
29 Aug 24SellUS$4,304,901Adams Street Partners, LLCCompany58,372US$73.87
27 Aug 24SellUS$3,807,538Adams Street Partners, LLCCompany50,872US$75.25
22 Aug 24SellUS$1,647,656Adams Street Partners, LLCCompany22,614US$72.86
22 Aug 24SellUS$2,382,034Adams Street Partners, LLCCompany31,888US$74.70
21 Aug 24SellUS$3,799,209Adams Street Partners, LLCCompany52,265US$72.77
19 Aug 24SellUS$3,444,281Adams Street Partners, LLCCompany47,735US$72.49
14 Aug 24SellUS$519,530M. KerrIndividual7,500US$69.52
12 Jun 24SellUS$1,728,292Adams Street Partners, LLCCompany28,194US$61.30
10 Jun 24SellUS$216,677Kirk ColemanIndividual3,537US$61.26
10 Jun 24SellUS$1,812,092Adams Street Partners, LLCCompany29,590US$61.24
10 Jun 24SellUS$36,633Robert SealeIndividual598US$61.26
10 Jun 24SellUS$71,429Michael VolanoskiIndividual1,166US$61.26
07 Jun 24SellUS$4,264,217Adams Street Partners, LLCCompany69,259US$61.63
05 Jun 24SellUS$912,113Adams Street Partners, LLCCompany14,947US$61.08
31 May 24SellUS$34,982Adams Street Partners, LLCCompany573US$61.05
30 May 24SellUS$3,316,373Adams Street Partners, LLCCompany53,520US$62.51
14 May 24SellUS$15,200M. KerrIndividual246US$61.79

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 Insiders2,458,0373.73%
Institutions63,492,07796.3%

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


Top Shareholders

Top 25 shareholders own 67.32% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.5%
The Vanguard Group, Inc.
6,963,712US$522.0m-1.11%0.01%
7.87%
BlackRock, Inc.
4,781,488US$358.4m-18%0.01%
4.04%
Invesco Ltd.
2,452,203US$183.8m-1.1%0.05%
3.48%
Wasatch Advisors LP
2,116,062US$158.6m-41.4%0.6%
3.32%
William Blair Investment Management, LLC
2,013,368US$150.9m0%0.21%
3.22%
Conestoga Capital Advisors, LLC
1,957,893US$146.8m1.58%2.29%
2.66%
State Street Global Advisors, Inc.
1,613,528US$121.0m-3.31%no data
2.59%
Macquarie Investment Management Business Trust
1,575,408US$118.1m-4.19%0.16%
2.5%
Capital Research and Management Company
1,518,376US$113.8m11.2%0.01%
2.34%
Brown Capital Management, LLC
1,418,348US$106.3m-28.8%1.92%
2.29%
Geode Capital Management, LLC
1,389,181US$104.1m2.66%0.01%
2.22%
Massachusetts Financial Services Company
1,345,741US$100.9m108%0.02%
2.08%
Jennison Associates LLC
1,260,360US$94.5m-16.9%0.06%
1.95%
American Century Investment Management Inc
1,184,688US$88.8m-2.04%0.05%
1.67%
Columbia Management Investment Advisers, LLC
1,012,787US$75.9m106%0.02%
1.57%
Assenagon Asset Management S.A.
954,979US$71.6m1,040%0.12%
1.54%
Dimensional Fund Advisors LP
937,744US$70.3m-6.15%0.01%
1.53%
Hood River Capital Management LLC
931,939US$69.9m-35.5%1.28%
1.43%
Tensile Capital Management LP
867,767US$65.0m-6.97%8.8%
1.29%
Emerald Advisers, LLC
783,998US$58.8m-27.2%1.73%
1.29%
Robert Seale
781,562US$58.6m0%no data
1.28%
North Reef Capital Management LP
780,189US$58.5m-22.4%3.12%
1.24%
T. Rowe Price Group, Inc.
753,106US$56.5m-1.74%0.01%
1.23%
Arrowstreet Capital, Limited Partnership
745,404US$55.9m732%0.05%
1.22%
Morgan Stanley, Investment Banking and Brokerage Investments
740,777US$55.5m1.38%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/23 13:18
End of Day Share Price 2025/04/23 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 27 analysts. 15 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