Tensile Capital Management’s Q2 Holdings QTWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73M Sell
779,767
-82,000
-10% -$7.67M 8.81% 5
2025
Q1
$69M Sell
861,767
-6,000
-0.7% -$480K 8.8% 4
2024
Q4
$87.3M Sell
867,767
-65,000
-7% -$6.54M 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% -$3.01M 5.37% 9
2023
Q4
$43M Buy
990,017
+103,500
+12% +$4.49M 5.03% 10
2023
Q3
$28.6M Buy
886,517
+602,273
+212% +$19.4M 3.6% 12
2023
Q2
$8.78M Buy
+284,244
New +$8.78M 1.14% 15