Q2 Holdings Ownership
Who are the major shareholders and have insiders been buying or selling?
Recent Insider Transactions
Date | Value | Name | Entity | Role | Shares | Max Price |
---|---|---|---|---|---|---|
12 Dec 24 | SellUS$2,017,002 | Kirk Coleman | Individual | 18,987 | US$106.42 | |
10 Dec 24 | SellUS$442,868 | Michael Volanoski | Individual | 4,178 | US$106.00 | |
26 Nov 24 | SellUS$4,444,256 | Jeffrey Diehl | Individual | 41,627 | US$106.83 | |
15 Nov 24 | SellUS$3,879,668 | Adams Street Partners, LLC | Company | 40,233 | US$96.43 | |
14 Nov 24 | SellUS$14,170,465 | Adams Street Partners, LLC | Company | 139,976 | US$103.40 | |
12 Nov 24 | SellUS$10,219,804 | Adams Street Partners, LLC | Company | 100,000 | US$102.77 | |
11 Sep 24 | SellUS$36,635 | M. Kerr | Individual | 517 | US$70.86 | |
30 Aug 24 | SellUS$833,699 | Adams Street Partners, LLC | Company | 11,251 | US$74.10 | |
29 Aug 24 | SellUS$4,304,901 | Adams Street Partners, LLC | Company | 58,372 | US$73.87 | |
27 Aug 24 | SellUS$3,807,538 | Adams Street Partners, LLC | Company | 50,872 | US$75.25 | |
22 Aug 24 | SellUS$1,647,656 | Adams Street Partners, LLC | Company | 22,614 | US$72.86 | |
22 Aug 24 | SellUS$2,382,034 | Adams Street Partners, LLC | Company | 31,888 | US$74.70 | |
21 Aug 24 | SellUS$3,799,209 | Adams Street Partners, LLC | Company | 52,265 | US$72.77 | |
19 Aug 24 | SellUS$3,444,281 | Adams Street Partners, LLC | Company | 47,735 | US$72.49 | |
14 Aug 24 | SellUS$519,530 | M. Kerr | Individual | 7,500 | US$69.52 | |
12 Jun 24 | SellUS$1,728,292 | Adams Street Partners, LLC | Company | 28,194 | US$61.30 | |
10 Jun 24 | SellUS$216,677 | Kirk Coleman | Individual | 3,537 | US$61.26 | |
10 Jun 24 | SellUS$1,812,092 | Adams Street Partners, LLC | Company | 29,590 | US$61.24 | |
10 Jun 24 | SellUS$36,633 | Robert Seale | Individual | 598 | US$61.26 | |
10 Jun 24 | SellUS$71,429 | Michael Volanoski | Individual | 1,166 | US$61.26 | |
07 Jun 24 | SellUS$4,264,217 | Adams Street Partners, LLC | Company | 69,259 | US$61.63 | |
05 Jun 24 | SellUS$912,113 | Adams Street Partners, LLC | Company | 14,947 | US$61.08 | |
31 May 24 | SellUS$34,982 | Adams Street Partners, LLC | Company | 573 | US$61.05 | |
30 May 24 | SellUS$3,316,373 | Adams Street Partners, LLC | Company | 53,520 | US$62.51 | |
14 May 24 | SellUS$15,200 | M. Kerr | Individual | 246 | US$61.79 | |
13 Mar 24 | SellUS$37,124 | Kimberly Rutledge | Individual | 741 | US$50.10 | |
13 Mar 24 | SellUS$122,895 | David Mehok | Individual | 2,453 | US$50.10 | |
13 Mar 24 | SellUS$87,775 | Jonathan Price | Individual | 1,752 | US$50.10 | |
11 Mar 24 | SellUS$33,589 | Robert Seale | Individual | 689 | US$48.75 | |
04 Mar 24 | SellUS$133,613 | Kirk Coleman | Individual | 2,904 | US$46.01 | |
04 Mar 24 | SellUS$162,553 | Kimberly Rutledge | Individual | 3,533 | US$46.01 | |
04 Mar 24 | SellUS$395,410 | John Breeden | Individual | 8,594 | US$46.01 | |
04 Mar 24 | SellUS$1,341,145 | Matthew Flake | Individual | 29,149 | US$46.01 | |
04 Mar 24 | SellUS$49,783 | M. Kerr | Individual | 1,082 | US$46.01 | |
04 Mar 24 | SellUS$246,614 | Jonathan Price | Individual | 5,360 | US$46.01 | |
04 Mar 24 | SellUS$267,134 | David Mehok | Individual | 5,806 | US$46.01 | |
04 Mar 24 | SellUS$312,362 | Michael Volanoski | Individual | 6,789 | US$46.01 |
Insider Trading Volume
Insider Buying: QTWO insiders have only sold shares in the past 3 months.
Ownership Breakdown
Owner Type | Number of Shares | Ownership Percentage |
---|---|---|
Individual Insiders | 1,620,274 | 2.48% |
Institutions | 63,617,788 | 97.5% |
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3%.
Top Shareholders
Ownership | Name | Shares | Current Value | Change % | Portfolio % | |
---|---|---|---|---|---|---|
7,041,804 | US$708.8m | 2.5% | 0.01% | |||
5,827,711 | US$586.6m | 2.39% | 0.01% | |||
3,611,850 | US$363.5m | -2.83% | 1.18% | |||
2,479,372 | US$249.5m | 37.1% | 0.07% | |||
2,308,194 | US$232.3m | 1.51% | 3.11% | |||
1,991,583 | US$200.5m | -15.6% | 2.75% | |||
1,668,767 | US$168.0m | 0.3% | 0.01% | |||
1,644,325 | US$165.5m | -34.7% | 0.19% | |||
1,517,634 | US$152.8m | -18.7% | 0.09% | |||
1,445,376 | US$145.5m | 14.5% | 2.28% | |||
1,365,504 | US$137.4m | 0% | 0.01% | |||
1,353,156 | US$136.2m | 1.46% | 0.01% | |||
1,209,357 | US$121.7m | -0.06% | 0.06% | |||
1,076,695 | US$108.4m | -2.1% | 2.35% | |||
1,005,000 | US$101.2m | -18.3% | 4.29% | |||
999,244 | US$100.6m | -0.31% | 0.02% | |||
932,767 | US$93.9m | 0% | 9.17% | |||
890,981 | US$89.7m | 0% | 0.78% | |||
828,138 | US$83.4m | -5.4% | 0.36% | |||
781,562 | US$78.7m | 0% | no data | |||
766,453 | US$77.1m | -9.33% | 0.01% | |||
759,792 | US$76.5m | -1.34% | 0.19% | |||
730,714 | US$73.5m | 69.7% | 0.01% | |||
647,277 | US$65.1m | -19.6% | 0.01% | |||
626,738 | US$63.1m | -18.7% | 0.08% |
Company Analysis and Financial Data Status
Data | Last Updated (UTC time) |
---|---|
Company Analysis | 2025/01/02 02:22 |
End of Day Share Price | 2025/01/02 00:00 |
Earnings | 2024/09/30 |
Annual Earnings | 2023/12/31 |
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.
Package | Data | Timeframe | Example US Source * |
---|---|---|---|
Company Financials | 10 years |
| |
Analyst Consensus Estimates | +3 years |
|
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Market Prices | 30 years |
| |
Ownership | 10 years |
| |
Management | 10 years |
| |
Key Developments | 10 years |
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* 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
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 .
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.
Analyst | Institution |
---|---|
Peter Heckmann | Avondale Partners |
Joseph Vruwink | Baird |
Ishan Majumdar | Baptista Research |