QTWO

Q2 Holdings, Inc.

NYSE · Services-Prepackaged Software · CIK 0001410384
$43.89 +1.32% $2.7B
Insider Selling Cluster (7 insiders)High Impact Filing (7/10)27 New Institutional Positions14 Institutional Exits
Vol
Market Cap$2.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders50 funds
Inst. Value$2.0B
Inst. Activity27 buys / 14 sells
Insider Activity0B / 19S
Insider Net $-$11.3M
SEC Reports4
Exchange NYSE·Sector Services-Prepackaged Software·CIK 0001410384·Prev Close $43.32

Recent Activity

Jun 10, 2026 Insider
Atchison Rebecca Lynn was granted 4,741 shares
Director
Jun 10, 2026 Insider
Offerdahl James was granted 4,741 shares
Director
Jun 10, 2026 Insider
TAYLOR MARGARET was granted 4,741 shares
Director
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
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.
Capital Research Global Investors — TRIM
1,620,408 shares ($76.6M)

Price Targets

$74.25 +69.2% upside Strong Buy
Current $43.89 Low $63.00 Median $75.00 High $82.00 12 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
BlackRock, Inc.$474.7M
VANGUARD PORTFOLIO MANAGEMENT LLC$229.8M
VANGUARD CAPITAL MANAGEMENT LLC$127.7M
STATE STREET CORP$118.1M
TREMBLANT CAPITAL GROUP$80.6MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026Atchison RebeccaA$0.00
Jun 10, 2026Offerdahl JamesA$0.00
Jun 10, 2026TAYLOR MARGARETA$0.00
Jun 10, 2026Mintz AndreA$0.00
Jun 10, 2026Hooley StephenA$0.00
50 institutional holders with $2.0B total value (42,186,729 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 27 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.10,036,162$474.7M23.8%
2VANGUARD PORTFOLIO MANAGEMENT LLC4,858,839$229.8M11.5%
3VANGUARD CAPITAL MANAGEMENT LLC2,700,262$127.7M6.4%
4STATE STREET CORP2,495,836$118.1M5.9%
5TREMBLANT CAPITAL GROUP1,702,976$80.6M4.0%DOUBLED +407.9%
6Capital Research Global Investors1,620,408$76.6M3.8%TRIM -48.4%
7NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,230,840$58.2M2.9%TRIM -26.0%
8Assenagon Asset Management S.A.1,210,419$57.3M2.9%DOUBLED +119.0%
9TWO SIGMA INVESTMENTS, LP1,038,312$49.1M2.5%DOUBLED +258.7%
10DIMENSIONAL FUND ADVISORS LP1,009,773$47.8M2.4%ADD +34.7%
11FEDERATED HERMES, INC.940,911$44.5M2.2%ADD +36.4%
12JENNISON ASSOCIATES LLC894,749$42.3M2.1%
13MANUFACTURERS LIFE INSURANCE COMPANY, THE698,693$33.0M1.7%
14GOLDMAN SACHS GROUP INC693,694$32.8M1.6%
15MASSACHUSETTS FINANCIAL SERVICES CO /MA/637,989$31.4M1.6%TRIM -69.8%
16Nuveen, LLC654,094$30.9M1.5%
17MORGAN STANLEY648,689$30.7M1.5%TRIM -31.7%
18AMERIPRISE FINANCIAL INC629,505$29.8M1.5%DOUBLED +204.2%
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC583,653$27.6M1.4%
20BANK OF AMERICA CORP /DE/571,650$27.0M1.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital Research Global InvestorsTRIM3,141,0441,620,408-48.4%$76.6M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM1,663,5751,230,840-26.0%$58.2M2026-Q1
Assenagon Asset Management S.A.DOUBLED552,7121,210,419+119.0%$57.3M2026-Q1
DIMENSIONAL FUND ADVISORS LPADD749,8611,009,773+34.7%$47.8M2026-Q1
FEDERATED HERMES, INC.ADD689,801940,911+36.4%$44.5M2026-Q1
MORGAN STANLEYTRIM950,214648,689-31.7%$30.7M2026-Q1
AMERIPRISE FINANCIAL INCDOUBLED206,970629,505+204.2%$29.8M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED215,871516,246+139.1%$24.4M2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ADD282,110488,080+73.0%$23.1M2026-Q1
Rockefeller Capital Management L.P.TRIM513,970351,694-31.6%$16.6M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPNEW324,409$15.3M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCNEAR_EXIT2,694,718302,134-88.8%$14.3M2026-Q1
FIFTH THIRD BANCORPDOUBLED943257,114+27165.5%$12.2M2026-Q1
Trexquant Investment LPDOUBLED73,098252,715+245.7%$12.0M2026-Q1
FMR LLCADD164,930249,131+51.1%$11.8M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED19,927238,175+1095.2%$11.3M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED93,262219,391+135.2%$10.4M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED90,600213,900+136.1%$10.1M2026-Q1
MARSHALL WACE, LLPADD57,70979,297+37.4%$3.8M2026-Q1
SEI INVESTMENTS COTRIM160,85778,508-51.2%$3.7M2026-Q1
BNP Paribas Asset Management Holding S.A.DOUBLED92365,280+6972.6%$3.1M2026-Q1
CWM, LLCDOUBLED9,85936,144+266.6%$1.7M2026-Q1
Mariner, LLCDOUBLED14,73335,758+142.7%$1.7M2026-Q1
STRS OHIOTRIM40,50030,000-25.9%$1.4M2026-Q1
BANK OF MONTREAL /CAN/NEAR_EXIT244,38423,381-90.4%$1.1M2026-Q1
13 unique insiders with 35 transactions. Net insider value: -$11.3M ($0.00 bought, $11.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026Atchison Rebecca LynnDirectorAWARD4,741
Jun 10, 2026Offerdahl JamesDirectorAWARD4,741
Jun 10, 2026TAYLOR MARGARETDirectorAWARD4,741
Jun 10, 2026Mintz Andre LDirectorAWARD4,741
Jun 10, 2026Hooley Stephen CDirectorAWARD4,741
Jun 10, 2026Tyson Lynn AntipasDirectorAWARD4,741
Jun 1, 2026Coleman Kirk LChief Business OfficerAWARD16,961
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 OfficerAWARD28,908
Mar 11, 2026Breeden John EChief Delivery OfficerSELL8,924$50.34$449.2K
Mar 11, 2026Flake Matthew PChief Executive OfficerAWARD96,358
Mar 11, 2026Mukkamala Himagiri KChief Operating OfficerAWARD38,544
Mar 11, 2026Coleman Kirk LChief Business OfficerAWARD33,726
Mar 11, 2026Kerr Michael SGeneral CounselSELL2,071$50.33$104.2K
Mar 11, 2026Kerr Michael SGeneral CounselAWARD18,308
Mar 11, 2026Price JonathanChief Financial OfficerAWARD48,179
Mar 11, 2026Rutledge Kimberly AnneChief People OfficerAWARD21,681
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 CounselAWARD6,282
Mar 2, 2026Rutledge Kimberly AnneChief People OfficerAWARD15,704

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

$74.25 mean target +69.2% upside Strong Buy (1.54)
$63.00 Low $82.00 High
MetricValue
Current Price$43.89
Target Low$63.00
Target Mean$74.25
Target Median$75.00
Target High$82.00
# Analysts12
RecommendationStrong Buy (1.54)

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 11.2% 11
Next Q
2026-09-30
$0.67 $0.57 $0.90 6.1% +0.0% 1↑ 9↓ $0.2B 8.8% 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)