Hood River Capital Management’s Q2 Holdings QTWO Stock Holding History

Hood River 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
2026 Q1	–	Sell	-393,041	Closed	-$28.4M	–	192
2025 Q4	$28.4M	Sell	393,041 -200,571	-34%	-$13.8M	0.31%	93
2025 Q3	$43M	Sell	593,612 -27,838	-4%	-$2.29M	0.51%	69
2025 Q2	$58.2M	Buy	621,450 +75,670	+14%	+$6.38M	0.81%	44
2025 Q1	$43.7M	Sell	545,780 -386,159	-41%	-$34.1M	0.75%	58
2024 Q4	$93.8M	Sell	931,939 -513,437	-36%	-$48.8M	1.38%	18
2024 Q3	$115M	Buy	1,445,376 +183,452	+15%	+$12.9M	1.86%	9
2024 Q2	$76.1M	Buy	1,261,924 +67,757	+6%	+$3.89M	1.58%	15
2024 Q1	$62.8M	Buy	+1,194,167	New	+$54M	1.4%	22

Other funds holding QTWO

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 $3.48B AUM 29.32% 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 $66.6B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Hood River Capital Management's QTWO Position: Q1 2026 in Review

Hood River Capital Management sold out of Q2 Holdings (QTWO) in Q1 2026, closing a stake of 393,041 shares — an estimated $28.4M sold.

Hood River Capital Management first reported a position in QTWO in Q1 2024 and held it in 8 quarters. The position peaked at $115M in Q3 2024. 350 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

Hood River Capital Management reported no remaining Q2 Holdings position as of Q1 2026 after selling out during the quarter.
Hood River Capital Management sold 393,041 Q2 Holdings shares in Q1 2026, an estimated $28.4M.
Hood River Capital Management first reported a position in Q2 Holdings in Q1 2024 and held it in 8 quarters.
Hood River Capital Management's Q2 Holdings position peaked at $115M in Q3 2024.
350 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on Hood River Capital Management's 13F filing for Q1 2026, filed 15 May 2026.