Q2 HLDGS INC

$QTWO
13F holders
341
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 341 · Source: 13F-HR
01
Axa S.a.
02
State Street
03
Berkley W R Corp.
04
Phillips Financial Management, LLC
05
Envestnet Asset Management Inc.
06
Nomura Asset Management Co. Ltd.
07
Greatmark Investment Partners, Inc.
08
Massachusetts Institute of Technology
09
Leuthold Group, LLC
10
TAM Capital Management Inc.

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 341 13F holders · Pro →

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$QTWO is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.15%, with an average of 0.16% of portfolio. Largest holder: Summit Creek Advisors LLC at 1.15%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

48 transactions · 11 filers
12 Dec 2025
Volanoski Michael A.
▼ SOLD
5,123
$75.46
S
10 Dec 2025
Volanoski Michael A.
▼ SOLD
4,177
$73.68
S
10 Dec 2025
Mukkamala Himagiri K
▼ SOLD
3,024
$73.68
S
10 Dec 2025
Coleman Kirk L
▼ SOLD
8,559
$73.68
S
25 Nov 2025
Offerdahl James
▼ SOLD
794
$70.84
S
15 Sep 2025
Kerr Michael S
▼ SOLD
967
$82.60
S
11 Sep 2025
Kerr Michael S
▼ SOLD
641
$82.65
S
08 Sep 2025
Coleman Kirk L
▼ SOLD
39,508
$80.93
S
22 Aug 2025
Coleman Kirk L
▼ SOLD
5,985
$80.04
S
18 Aug 2025
Breeden John E
▼ SOLD
6,105
$75.27
S
12 Aug 2025
Offerdahl James
▼ SOLD
786
$74.15
S
16 Jun 2025
Kerr Michael S
▼ SOLD
605
$86.33
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $QTWO in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $QTWO lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $QTWO — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:34 UTC.