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.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 5,706 | $269,894 | +56% | 0.3% |
| 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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,782,715 | $84,322,419 | 1.68% | |
| 2. | 1,210,419 | $57,252,819 | 0.09% | |
| 3. | 488,080 | $23,086,184 | 0.13% | |
| 4. | 13,281,000 | $13,226,538 | 0.48% | |
| 5. | 137,314 | $6,494,952 | 0.24% |