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 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 $3.37T 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 50.57% 1-Year Est. Return

Tensile Capital Management's QTWO Position: Q1 2026 in Review

Tensile Capital Management increased its Q2 Holdings (QTWO) stake by 31% in Q1 2026, buying an estimated $11.8M and bringing the position to 889,767 shares worth $42.1M. The position accounts for 6.03% of the portfolio, ranked #7.

Tensile Capital Management first reported a position in QTWO in Q2 2023 and has held it in 12 quarters since. The position peaked at $87.3M in Q4 2024. 350 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

Tensile Capital Management held 889,767 shares of Q2 Holdings worth $42.1M as of Q1 2026.
Tensile Capital Management bought 210,000 Q2 Holdings shares in Q1 2026, an estimated $11.8M.
Q2 Holdings made up 6.03% of Tensile Capital Management's portfolio in Q1 2026, its #7 holding.
Tensile Capital Management first reported a position in Q2 Holdings in Q2 2023 and has held it in 12 quarters since.
Tensile Capital Management's Q2 Holdings position peaked at $87.3M in Q4 2024.
350 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

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