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Summit Global Investments’s Q2 Holdings QTWO Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-10,100
Closed -$945K – 537
2025
Q2 		$945K Buy
10,100
+198
+2% +$16.7K 0.06% 210
2025
Q1 		$792K Buy
9,902
+255
+3% +$22.5K 0.06% 206
2024
Q4 		$971K Buy
+9,647
New +$916K 0.06% 220

Other funds holding QTWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Summit Global Investments's QTWO Position: Q3 2025 in Review

Summit Global Investments sold out of Q2 Holdings (QTWO) in Q3 2025, closing a stake of 10,100 shares — an estimated $945K sold.

Summit Global Investments first reported a position in QTWO in Q4 2024 and held it in 3 quarters. The position peaked at $971K in Q4 2024. 328 funds tracked by Wall St. Rank hold QTWO as of Q3 2025.

  • Summit Global Investments reported no remaining Q2 Holdings position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 10,100 Q2 Holdings shares in Q3 2025, an estimated $945K.
  • Summit Global Investments first reported a position in Q2 Holdings in Q4 2024 and held it in 3 quarters.
  • Summit Global Investments's Q2 Holdings position peaked at $971K in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.