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Cypress Point Investment Management’s Q2 Holdings QTWO Stock Holding History

Cypress Point Investment 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
2026
Q2 		$26.4M Buy
548,929
+58,138
+12% +$2.76M 4.79% 3
2026
Q1 		$23.2M Buy
490,791
+30,407
+7% +$1.71M 5.47% 6
2025
Q4 		$33.2M Buy
+460,384
New +$31.6M 7.15% 3

Other funds holding QTWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cypress Point Investment Management's QTWO Position: Q2 2026 in Review

Cypress Point Investment Management increased its Q2 Holdings (QTWO) stake by 12% in Q2 2026, buying an estimated $2.76M and bringing the position to 548,929 shares worth $26.4M. The position accounts for 4.79% of the portfolio, ranked #3.

Cypress Point Investment Management first reported a position in QTWO in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.2M in Q4 2025. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

  • Cypress Point Investment Management held 548,929 shares of Q2 Holdings worth $26.4M as of Q2 2026.
  • Cypress Point Investment Management bought 58,138 Q2 Holdings shares in Q2 2026, an estimated $2.76M.
  • Q2 Holdings made up 4.79% of Cypress Point Investment Management's portfolio in Q2 2026, its #3 holding.
  • Cypress Point Investment Management first reported a position in Q2 Holdings in Q4 2025 and has held it in 3 quarters since.
  • Cypress Point Investment Management's Q2 Holdings position peaked at $33.2M in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on Cypress Point Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.