Tensile Capital Management’s Q2 Holdings QTWO Stock Holding History

Tensile 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 Q2	$41.8M	Sell	868,767 -21,000	-2%	-$997K	5.77%	8
2026 Q1	$42.1M	Buy	889,767 +210,000	+31%	+$11.8M	6.03%	7
2025 Q4	$49.1M	Sell	679,767 -100,000	-13%	-$6.87M	6.35%	8
2025 Q3	$56.4M	Hold	779,767	–	–	7.05%	6
2025 Q2	$73M	Sell	779,767 -82,000	-10%	-$6.92M	8.81%	5
2025 Q1	$69M	Sell	861,767 -6,000	-0.7%	-$529K	8.8%	4
2024 Q4	$87.3M	Sell	867,767 -65,000	-7%	-$6.17M	9.07%	3
2024 Q3	$74.4M	Hold	932,767	–	–	8.05%	5
2024 Q2	$56.3M	Hold	932,767	–	–	6.21%	6
2024 Q1	$49M	Sell	932,767 -57,250	-6%	-$2.59M	5.37%	9
2023 Q4	$43M	Buy	990,017 +103,500	+12%	+$3.68M	5.03%	10
2023 Q3	$28.6M	Buy	886,517 +602,273	+212%	+$20M	3.6%	12
2023 Q2	$8.78M	Buy	+284,244	New	+$7.45M	1.14%	15

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 $3.38T AUM 44.17% 1-Year Est. Return

TCG

Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Tensile Capital Management's QTWO Position: Q2 2026 in Review

Tensile Capital Management reduced its Q2 Holdings (QTWO) stake by 2.4% in Q2 2026, selling an estimated $997K and leaving 868,767 shares worth $41.8M. The position accounts for 5.77% of the portfolio, ranked #8.

Tensile Capital Management first reported a position in QTWO in Q2 2023 and has held it in 13 quarters since. The position peaked at $87.3M in Q4 2024. 329 funds tracked by Wall St. Rank hold QTWO as of Q2 2026.

Tensile Capital Management held 868,767 shares of Q2 Holdings worth $41.8M as of Q2 2026.
Tensile Capital Management sold 21,000 Q2 Holdings shares in Q2 2026, an estimated $997K.
Q2 Holdings made up 5.77% of Tensile Capital Management's portfolio in Q2 2026, its #8 holding.
Tensile Capital Management first reported a position in Q2 Holdings in Q2 2023 and has held it in 13 quarters since.
Tensile Capital Management's Q2 Holdings position peaked at $87.3M in Q4 2024.
329 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2026.

Based on Tensile Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.