Bayesian Capital Management’s Q2 Holdings QTWO Stock Holding History

Bayesian Capital Management’s Portfolio QTWO Stock Details QTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,022	Closed	-$508K	–	444
2025 Q3	$508K	Buy	+7,022	New	+$577K	0.1%	278
2025 Q2	–	Sell	-15,300	Closed	-$1.22M	–	810
2025 Q1	$1.22M	Buy	+15,300	New	+$1.35M	0.2%	139
2024 Q2	–	Sell	-6,254	Closed	-$329K	–	1027
2024 Q1	$329K	Sell	6,254 -9,300	-60%	-$420K	0.03%	538
2023 Q4	$675K	Buy	+15,554	New	+$552K	0.07%	321
2023 Q3	–	Sell	-10,000	Closed	-$309K	–	934
2023 Q2	$309K	Buy	+10,000	New	+$262K	0.03%	529
2020 Q1	–	Sell	-3,600	Closed	-$292K	–	937
2019 Q4	$292K	Buy	+3,600	New	+$277K	0.05%	433

Other funds holding QTWO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TCG

Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bayesian Capital Management's QTWO Position: Q4 2025 in Review

Bayesian Capital Management sold out of Q2 Holdings (QTWO) in Q4 2025, closing a stake of 7,022 shares — an estimated $508K sold.

Bayesian Capital Management first reported a position in QTWO in Q4 2019 and held it in 6 quarters. The position peaked at $1.22M in Q1 2025. 349 funds tracked by Wall St. Rank hold QTWO as of Q4 2025.

Bayesian Capital Management reported no remaining Q2 Holdings position as of Q4 2025 after selling out during the quarter.
Bayesian Capital Management sold 7,022 Q2 Holdings shares in Q4 2025, an estimated $508K.
Bayesian Capital Management first reported a position in Q2 Holdings in Q4 2019 and held it in 6 quarters.
Bayesian Capital Management's Q2 Holdings position peaked at $1.22M in Q1 2025.
349 funds tracked by Wall St. Rank held Q2 Holdings as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.