Here’s What Weighed on Q2 Holdings’ (QTWO) Performance
Conestoga Capital Advisors, an asset management company, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Tremblant Capital Brett Barakett | 1,702,976 | $80,550,765 | -7% | 2.59% |
| 2. | Tensile Capital Douglas Dossey And Arthur Young | 889,767 | $42,085,979 | +31% | 6.03% |
| 3. | 41,053,000 | $40,884,654 | 0.65% | ||
| 4. | Millennium Management Israel Englander | 806,549 | $38,149,768 | +195% | 0.02% |
| 5. | 35,428,000 | $35,282,720 | 1.82% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $44.98 | 397 | $17,857.06 | 81,375 | 2026-05-14 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,036,162 | $474,710,462 | 0.01% | |
| 2. | 4,858,839 | $229,823,085 | 0.01% | |
| 3. | 2,700,262 | $127,722,393 | 0% | |
| 4. | 2,495,836 | $118,053,043 | 0% | |
| 5. | 1,782,715 | $84,322,419 | 1.68% |