Capstone Investment Advisors’s Q2 Holdings QTWO Stock Holding History

Capstone Investment Advisors’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
2026 Q1	$429K	Buy	9,080 +4,969	+121%	+$280K	﹤0.01%	1216
2025 Q4	$297K	Buy	4,111 +1,086	+36%	+$74.6K	﹤0.01%	1355
2025 Q3	$219K	Buy	3,025 +125	+4%	+$10.3K	﹤0.01%	1785
2025 Q2	$271K	Buy	+2,900	New	+$245K	﹤0.01%	1436
2024 Q2	–	Sell	-11,939	Closed	-$628K	–	2391
2024 Q1	$628K	Sell	11,939 -217	-2%	-$9.81K	﹤0.01%	1432
2023 Q4	$528K	Buy	+12,156	New	+$432K	﹤0.01%	1313
2023 Q3	–	Sell	-23,015	Closed	-$711K	–	2253
2023 Q2	$711K	Buy	+23,015	New	+$603K	﹤0.01%	1002
2019 Q3	–	Sell	-31,700	Closed	-$2.42M	–	1430
2019 Q2	$2.42M	Buy	+31,700	New	+$2.29M	0.02%	689

Other funds holding QTWO

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

TCG

Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Capstone Investment Advisors's QTWO Position: Q1 2026 in Review

Capstone Investment Advisors increased its Q2 Holdings (QTWO) stake by 121% in Q1 2026, buying an estimated $280K and bringing the position to 9,080 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Capstone Investment Advisors first reported a position in QTWO in Q2 2019 and has held it in 8 quarters since. The position peaked at $2.42M in Q2 2019. 350 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

Capstone Investment Advisors held 9,080 shares of Q2 Holdings worth $429K as of Q1 2026.
Capstone Investment Advisors bought 4,969 Q2 Holdings shares in Q1 2026, an estimated $280K.
Q2 Holdings made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1216 holding.
Capstone Investment Advisors first reported a position in Q2 Holdings in Q2 2019 and has held it in 8 quarters since.
Capstone Investment Advisors's Q2 Holdings position peaked at $2.42M in Q2 2019.
350 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.