OF
QTWO icon

Optimize Financial’s Q2 Holdings QTWO Stock Holding History

Optimize Financial’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
-5,808
Closed -$419K – 427
2025
Q4 		$419K Buy
5,808
+80
+1% +$5.49K 0.21% 201
2025
Q3 		$415K Buy
+5,728
New +$471K 0.22% 198

Other funds holding QTWO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Optimize Financial's QTWO Position: Q1 2026 in Review

Optimize Financial sold out of Q2 Holdings (QTWO) in Q1 2026, closing a stake of 5,808 shares — an estimated $419K sold.

Optimize Financial first reported a position in QTWO in Q3 2025 and held it in 2 quarters. The position peaked at $419K in Q4 2025. 349 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • Optimize Financial reported no remaining Q2 Holdings position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 5,808 Q2 Holdings shares in Q1 2026, an estimated $419K.
  • Optimize Financial first reported a position in Q2 Holdings in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Q2 Holdings position peaked at $419K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.