Q2 Holdings, Inc. (QTWO): A Bull Case Theory
We came across a bullish thesis on Q2 Holdings, Inc. on Danny’s Substack by Danny Green.
Q2 Holdings Inc. (QTWO)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Tremblant Capital Brett Barakett | 1,813,697 | $130,876,376 | +408% | 3.34% |
| 2. | North Reef Capital James Hanna | 1,215,000 | $87,674,400 | -29% | 3.53% |
| 3. | Junto Capital Management James Parsons | 917,910 | $66,236,386 | 1.46% | |
| 4. | 62,716,000 | $63,602,059 | +192% | 0.07% | |
| 5. | 31,586,000 | $32,159,808 | 0.46% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $50.33 | 2,071 | $104,233.43 | 45,156 | 2026-03-11 | Filing | |
| $50.34 | 8,924 | $449,234.16 | 75,312 | 2026-03-11 | Filing | |
| $50.37 | 3,187 | $160,529.19 | 80,551 | 2026-03-11 | Filing | |
| $51.35 | 8,680 | $445,718.00 | 188,455 | 2026-03-09 | Filing | |
| $51.35 | 4,340 | $222,859.00 | 83,738 | 2026-03-09 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,765,149 | $704,653,152 | 0.01% | |
| 2. | 7,995,133 | $576,928,797 | 0.01% | |
| 3. | 3,141,044 | $226,657,735 | 0.04% | |
| 4. | 2,694,718 | $194,450,851 | 0.54% | |
| 5. | 2,423,363 | $174,869,874 | 0.01% |
News See All
Analysts Lower Price Target, But Remain Bullish on Q2 Holdings, Inc. (QTWO)
Q2 Holdings, Inc. (NYSE:QTWO) is one of the 11 best 52-week low technology stocks to buy now. On February 11, RBC Capital maintained its Sector Perform rating on Q2 Holdings, Inc.
11 Best 52-Week Low Technology Stocks to Buy Now
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Q2 Holdings, Inc. (NYSE:QTWO) Q4 2025 Earnings Call Transcript
Operator: Good afternoon my name is Kevin, and I will be your conference operator today. At this time, I would like to welcome to the Q2 Holdings, Inc.
Why Wall Street Still Sees Upside in Q2 Holdings Despite December Insider Selling
Analysts tracked by MarketBeat currently assign QTWO a “Moderate Buy” consensus rating, with an average 12‑month price target of $97.40.
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Do You Believe in the Growth Potential of Q2 Holdings (QTWO)?
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
DA Davidson Raises PT on Q2 Holdings (QTWO) to $82, Maintains “Neutral” Rating
The price revision reflects Q2 Holdings, Inc. (NYSE:QTWO)’s stronger-than-expected Q3 results, where its total revenue and adjusted EBITDA surpassed analyst forecasts by 2% and 7%, respectively.
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The past week, ending November 7, saw U.S. artificial intelligence-related stocks retreat amid mounting valuation concerns.
Stifel Reduces PT on Q2 Holdings (QTWO) Stock
Q2 Holdings, Inc. (NYSE:QTWO) is one of the Stocks to Buy with Exponential Growth Heading into 2026.
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