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Lindenwold Advisors’s Q2 Holdings QTWO Stock Holding History

Lindenwold 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
2025
Q1 		– Sell
-2,581
Closed -$260K – 114
2024
Q4 		$260K Sell
2,581
-835
-24% -$79.3K 0.14% 103
2024
Q3 		$272K Buy
3,416
+45
+1% +$3.17K 0.14% 104
2024
Q2 		$203K Buy
+3,371
New +$194K 0.11% 107
2022
Q2 		– Sell
-3,486
Closed -$215K – 119
2022
Q1 		$215K Buy
+3,486
New +$223K 0.13% 116

Other funds holding QTWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Lindenwold Advisors's QTWO Position: Q1 2025 in Review

Lindenwold Advisors sold out of Q2 Holdings (QTWO) in Q1 2025, closing a stake of 2,581 shares — an estimated $260K sold.

Lindenwold Advisors first reported a position in QTWO in Q1 2022 and held it in 4 quarters. The position peaked at $272K in Q3 2024. 337 funds tracked by Wall St. Rank hold QTWO as of Q1 2025.

  • Lindenwold Advisors reported no remaining Q2 Holdings position as of Q1 2025 after selling out during the quarter.
  • Lindenwold Advisors sold 2,581 Q2 Holdings shares in Q1 2025, an estimated $260K.
  • Lindenwold Advisors first reported a position in Q2 Holdings in Q1 2022 and held it in 4 quarters.
  • Lindenwold Advisors's Q2 Holdings position peaked at $272K in Q3 2024.
  • 337 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2025.

Based on Lindenwold Advisors's 13F filing for Q1 2025, filed 8 May 2025.