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 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
13 Mar 24SellUS$37,124Kimberly RutledgeIndividual741US$50.10
13 Mar 24SellUS$122,895David MehokIndividual2,453US$50.10
13 Mar 24SellUS$87,775Jonathan PriceIndividual1,752US$50.10
11 Mar 24SellUS$33,589Robert SealeIndividual689US$48.75
04 Mar 24SellUS$133,613Kirk ColemanIndividual2,904US$46.01
04 Mar 24SellUS$162,553Kimberly RutledgeIndividual3,533US$46.01
04 Mar 24SellUS$395,410John BreedenIndividual8,594US$46.01
04 Mar 24SellUS$1,341,145Matthew FlakeIndividual29,149US$46.01
04 Mar 24SellUS$49,783M. KerrIndividual1,082US$46.01
04 Mar 24SellUS$246,614Jonathan PriceIndividual5,360US$46.01
04 Mar 24SellUS$267,134David MehokIndividual5,806US$46.01
04 Mar 24SellUS$312,362Michael VolanoskiIndividual6,789US$46.01

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 Insiders1,620,2742.48%
Institutions63,617,78897.5%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3%.


Top Shareholders

Top 25 shareholders own 72.04% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.7%
The Vanguard Group, Inc.
7,041,804US$708.8m2.5%0.01%
9.65%
BlackRock, Inc.
5,827,711US$586.6m2.39%0.01%
5.98%
Wasatch Advisors LP
3,611,850US$363.5m-2.83%1.18%
4.1%
Invesco Ltd.
2,479,372US$249.5m37.1%0.07%
3.82%
Conestoga Capital Advisors, LLC
2,308,194US$232.3m1.51%3.11%
3.3%
Brown Capital Management, LLC
1,991,583US$200.5m-15.6%2.75%
2.76%
State Street Global Advisors, Inc.
1,668,767US$168.0m0.3%0.01%
2.72%
Macquarie Investment Management Business Trust
1,644,325US$165.5m-34.7%0.19%
2.51%
Jennison Associates LLC
1,517,634US$152.8m-18.7%0.09%
2.39%
Hood River Capital Management LLC
1,445,376US$145.5m14.5%2.28%
2.26%
Capital Research and Management Company
1,365,504US$137.4m0%0.01%
2.24%
Geode Capital Management, LLC
1,353,156US$136.2m1.46%0.01%
2%
American Century Investment Management Inc
1,209,357US$121.7m-0.06%0.06%
1.78%
Emerald Advisers, LLC
1,076,695US$108.4m-2.1%2.35%
1.66%
North Reef Capital Management LP
1,005,000US$101.2m-18.3%4.29%
1.65%
Dimensional Fund Advisors LP
999,244US$100.6m-0.31%0.02%
1.54%
Tensile Capital Management LP
932,767US$93.9m0%9.17%
1.48%
J O Hambro Capital Management Limited
890,981US$89.7m0%0.78%
1.37%
Fred Alger Management, LLC
828,138US$83.4m-5.4%0.36%
1.29%
Robert Seale
781,562US$78.7m0%no data
1.27%
T. Rowe Price Group, Inc.
766,453US$77.1m-9.33%0.01%
1.26%
Federated Hermes, Inc.
759,792US$76.5m-1.34%0.19%
1.21%
Morgan Stanley, Investment Banking and Brokerage Investments
730,714US$73.5m69.7%0.01%
1.07%
Massachusetts Financial Services Company
647,277US$65.1m-19.6%0.01%
1.04%
New York State Common Retirement Fund
626,738US$63.1m-18.7%0.08%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/02 02:22
End of Day Share Price 2025/01/02 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

Analysis Model and Snowflake

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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 .

Analyst Sources

Q2 Holdings, Inc. is covered by 30 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
Peter HeckmannAvondale Partners
Joseph VruwinkBaird
Ishan MajumdarBaptista Research