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. | Bayforest Capital Theodoros Tsagaris | 5,706 | $269,894 | +56% | 0.3% |
| 2. | Leucadia National Ian Cumming And Joseph Steinberg | 0 | $0 | 0% | |
| 3. | 0 | $0 | 0% |
| 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. | 4,858,839 | $229,823,085 | 0.01% | |
| 2. | 2,700,262 | $127,722,393 | 0% | |
| 3. | 1,782,715 | $84,322,419 | 1.68% | |
| 4. | 1,210,419 | $57,252,819 | 0.09% | |
| 5. | 1,009,773 | $47,760,260 | 0.01% |