QTWO

Q2 Holdings, Inc.

NYSE · Services-Prepackaged Software · CIK 0001410384
$44.82 -1.95% $2.8B
Insider Selling Cluster (7 insiders)High Impact Filing (7/10)5 New Institutional Positions
Vol
Market Cap$2.8B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders9 funds
Inst. Value$842.5M
Inst. Activity5 buys / 0 sells
Insider Activity0B / 19S
Insider Net $-$11.3M
SEC Reports4
Exchange NYSE·Sector Services-Prepackaged Software·CIK 0001410384·Prev Close $45.71

Recent Activity

Jun 1, 2026 Insider
Coleman Kirk L sold 16,961 shares
Chief Business Officer @ $0.00 ($0.00)
Jun 1, 2026 Insider
Coleman Kirk L sold 20,894 shares
Chief Business Officer @ $49.50 ($1.0M)
Jun 1, 2026 short_volume
Short Volume: QTWO — 59.8% short (0.4M / 0.6M)
Short: 387,888 | Exempt: 0 | TRF Vol: 648,980 | Short Ratio: 59.8% | Off-exchange volume (dark pool
May 14, 2026 Insider
Kerr Michael S sold 397 shares
General Counsel @ $44.98 ($17.9K)
Mar 13, 2026 SEC
Multiple C-suite executives at Q2 Holdings sold shares in the past week, including the Chief People Officer, General Cou
CLUSTER — Impact 6/10
Mar 9, 2026 SEC
Over the past seven days, three C-suite executives at Q2 Holdings (QTWO) — the Chief People Officer, Chief Delivery Offi
CLUSTER — Impact 7/10
Mar 9, 2026 SEC
Multiple C-suite executives at Q2 Holdings, including the General Counsel and Chief People Officer, sold shares in a coo
CLUSTER — Impact 6/10
Inst.
NORGES BANK — NEW
623,057 shares ($45.0M)

Price Targets

$74.31 +67.4% upside Strong Buy
Current $44.39 Low $63.00 Median $75.00 High $82.00 13 analysts
$63.00 $82.00

Analyst Ratings

Strong Buy86% buy · 21 analysts
6Strong Buy
12Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 1, 2026 DA Davidson MAINTAIN Buy → Buy
May 4, 2026 DA Davidson MAINTAIN Buy → Buy
Apr 30, 2026 JP Morgan MAINTAIN Overweight → Overweight
Apr 30, 2026 Needham REITERATE Buy → Buy
Apr 28, 2026 DA Davidson MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.67 $0.59 — $0.87 29% YoY 11
Next Q $0.67 $0.57 — $0.90 6% YoY 11
Current FY $2.75 $2.37 — $3.44 11% YoY 11
Next FY $3.23 $2.73 — $4.39 18% YoY 11

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$576.9M
MORGAN STANLEY$68.6MADD
BANK OF AMERICA CORP$46.3M
NORGES BANK$45.0MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$44.2MNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Coleman KirkA$0.00
Jun 1, 2026Coleman KirkSELL$1.0M
May 14, 2026Kerr MichaelSELL$17.9K
Mar 11, 2026Breeden JohnA$0.00
Mar 11, 2026Breeden JohnSELL$449.2K
9 institutional holders with $842.5M total value (11,674,756 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net buying activity: 5 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC7,995,133$576.9M68.5%
2MORGAN STANLEY950,214$68.6M8.1%ADD +43.6%
3BANK OF AMERICA CORP /DE/641,435$46.3M5.5%
4NORGES BANK623,057$45.0M5.3%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC613,103$44.2M5.3%NEW
6TWO SIGMA INVESTMENTS, LP520,658$37.6M4.5%DOUBLED +258.7%
7FMR LLC164,930$11.9M1.4%ADD +26.8%
8RENAISSANCE TECHNOLOGIES LLC90,600$6.5M0.8%ADD +91.5%
9WELLS FARGO & COMPANY/MN75,626$5.5M0.6%ADD +33.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW623,057$45.0M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED145,135520,658+258.7%$37.6M2025-Q4
FMR LLCADD130,040164,930+26.8%$11.9M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD47,30090,600+91.5%$6.5M2025-Q4
WELLS FARGO & COMPANY/MNADD56,63675,626+33.5%$5.5M2025-Q4
UBS Group AGDOUBLED227,7261,009,946+343.5%$73.1M2025-Q3
TWO SIGMA INVESTMENTS, LPNEW145,135$10.5M2025-Q3
FMR LLCNEAR_EXIT829,088130,040-84.3%$9.4M2025-Q3
WELLS FARGO & COMPANY/MNTRIM98,62556,636-42.6%$4.1M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM77,30047,300-38.8%$3.4M2025-Q3
NORGES BANKEXIT646,0700-100.0%$0.002025-Q3
NORGES BANKNEW646,070$60.5M2025-Q2
UBS Group AGTRIM448,407227,726-49.2%$21.3M2025-Q2
FMR LLCADD616,923827,429+34.1%$66.2M2025-Q1
UBS Group AGADD278,917448,407+60.8%$35.9M2025-Q1
CITADEL ADVISORS LLCADD128,100246,040+92.1%$19.7M2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD47,10086,700+84.1%$6.9M2025-Q1
NORGES BANKEXIT215,0360-100.0%$0.002025-Q1
UBS Group AGDOUBLED49,537278,917+463.0%$28.1M2024-Q4
NORGES BANKTRIM293,189215,036-26.7%$21.6M2024-Q4
CITADEL ADVISORS LLCADD74,000128,100+73.1%$12.9M2024-Q4
WELLS FARGO & COMPANY/MNADD39,16176,661+95.8%$7.7M2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM77,90047,100-39.5%$4.7M2024-Q4
MORGAN STANLEYADD669,543961,616+43.6%$76.7M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW496,429$39.6M2024-Q3
7 unique insiders with 19 transactions. Net insider value: -$11.3M ($0.00 bought, $11.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Coleman Kirk LChief Business OfficerA16,961$0.00$0.00
Jun 1, 2026Coleman Kirk LChief Business OfficerSELL20,894$49.50$1.0M
May 14, 2026Kerr Michael SGeneral CounselSELL397$44.98$17.9K
Mar 11, 2026Breeden John EChief Delivery OfficerA28,908$0.00$0.00
Mar 11, 2026Breeden John EChief Delivery OfficerSELL8,924$50.34$449.2K
Mar 11, 2026Flake Matthew PChief Executive OfficerA96,358$0.00$0.00
Mar 11, 2026Mukkamala Himagiri KChief Operating OfficerA38,544$0.00$0.00
Mar 11, 2026Coleman Kirk LChief Business OfficerA33,726$0.00$0.00
Mar 11, 2026Kerr Michael SGeneral CounselSELL2,071$50.33$104.2K
Mar 11, 2026Kerr Michael SGeneral CounselA18,308$0.00$0.00
Mar 11, 2026Price JonathanChief Financial OfficerA48,179$0.00$0.00
Mar 11, 2026Rutledge Kimberly AnneChief People OfficerA21,681$0.00$0.00
Mar 11, 2026Rutledge Kimberly AnneChief People OfficerSELL3,187$50.37$160.5K
Mar 9, 2026Mukkamala Himagiri KChief Operating OfficerSELL1,343$51.35$69.0K
Mar 9, 2026Flake Matthew PChief Executive OfficerSELL20,613$51.35$1.1M
Mar 9, 2026Coleman Kirk LChief Business OfficerSELL10,849$51.35$557.1K
Mar 9, 2026Price JonathanChief Financial OfficerSELL8,680$51.35$445.7K
Mar 9, 2026Breeden John EChief Delivery OfficerSELL6,076$51.35$312.0K
Mar 9, 2026Kerr Michael SGeneral CounselSELL2,821$51.35$144.9K
Mar 9, 2026Rutledge Kimberly AnneChief People OfficerSELL4,340$51.35$222.9K
Mar 5, 2026Breeden John EChief Delivery OfficerSELL68,707$51.73$3.6M
Mar 5, 2026Kerr Michael SGeneral CounselSELL9,554$51.66$493.6K
Mar 5, 2026Rutledge Kimberly AnneChief People OfficerSELL20,948$51.66$1.1M
Mar 4, 2026Kerr Michael SGeneral CounselSELL7,157$49.75$356.1K
Mar 4, 2026Rutledge Kimberly AnneChief People OfficerSELL19,924$49.75$991.2K
Mar 3, 2026Kerr Michael SGeneral CounselSELL1,550$49.72$77.1K
Mar 3, 2026Rutledge Kimberly AnneChief People OfficerSELL3,905$49.72$194.2K
Mar 2, 2026Kerr Michael SGeneral CounselA6,282$0.00$0.00
Mar 2, 2026Rutledge Kimberly AnneChief People OfficerA15,704$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (86% buy). Based on 21 analysts: 6 strong buy, 12 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$74.31 mean target +67.4% upside Strong Buy (1.50)
$63.00 Low $82.00 High
MetricValue
Current Price$44.39
Target Low$63.00
Target Mean$74.31
Target Median$75.00
Target High$82.00
# Analysts13
RecommendationStrong Buy (1.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.67 $0.59 $0.87 28.7% +0.0% 2↑ 8↓ $0.2B 11.1% 11
Next Q
2026-09-30
$0.67 $0.57 $0.90 6.1% +0.0% 1↑ 9↓ $0.2B 8.7% 11
Current FY
2026-12-31
$2.75 $2.37 $3.44 11.3% +0.0% 3↑ 7↓ $0.9B 10.7% 11
Next FY
2027-12-31
$3.23 $2.73 $4.39 17.5% +0.0% 2↑ 6↓ $1.0B 10.2% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.667
7d ago$0.667
30d ago$0.667
60d ago$0.711-0.043
90d ago$0.711-0.043
7 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 1, 2026 DA Davidson MAINTAIN Buy Buy
May 4, 2026 DA Davidson MAINTAIN Buy Buy
Apr 30, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 30, 2026 Needham REITERATE Buy Buy
Apr 28, 2026 DA Davidson MAINTAIN Buy Buy
Apr 7, 2026 Baird UPGRADE Neutral Outperform
Feb 18, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 12, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Feb 12, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Feb 12, 2026 Truist Securities MAINTAIN Buy Buy
Feb 12, 2026 Needham MAINTAIN Buy Buy
Feb 3, 2026 DA Davidson UPGRADE Neutral Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202661230086%
May 1, 202661330086%
Apr 1, 202651340082%
Mar 1, 202651350078%
Feb 1, 202651260074%
Jan 1, 202651260074%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 1, 2026
short_volume
Short Volume: QTWO — 59.8% short (0.4M / 0.6M)
Short: 387,888 | Exempt: 0 | TRF Vol: 648,980 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: QTWO — 65.0% short (0.4M / 0.7M)
Short: 440,653 | Exempt: 0 | TRF Vol: 677,503 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: QTWO — 70.9% short (0.4M / 0.5M)
Short: 366,474 | Exempt: 0 | TRF Vol: 516,603 | Short Ratio: 70.9% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
earnings_calendar
QTWO Q1 2026 Earnings Scheduled — 2026-04-29
Mar 5, 2026
short_interest
FTD: QTWO — 199,232 shares ($10.0M) failed to deliver
Settlement: 20260305, Price: $49.99, FTD Value: $9,959,607.68, Q2 HLDGS INC COM STK (DE)