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Tremblant Capital Group’s Q2 Holdings QTWO Stock Holding History

Tremblant Capital Group’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
2023
Q4 		– Sell
-156,000
Closed -$5.03M – 43
2023
Q3 		$5.03M Buy
+156,000
New +$5.17M 0.53% 32
2023
Q1 		– Sell
-76,200
Closed -$2.05M – 41
2022
Q4 		$2.05M Buy
+76,200
New +$2.13M 0.18% 28

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 $4.6B AUM 16.08% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Tremblant Capital Group's QTWO Position: Q1 2026 in Review

Tremblant Capital Group reduced its Q2 Holdings (QTWO) stake by 6.1% in Q1 2026, selling an estimated $6.24M and leaving 1,702,976 shares worth $80.6M. The position accounts for 2.59% of the portfolio, ranked #13.

Tremblant Capital Group first reported a position in QTWO in Q4 2018 and has held it in 30 quarters since. The position peaked at $131M in Q4 2025. 349 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • Tremblant Capital Group held 1,702,976 shares of Q2 Holdings worth $80.6M as of Q1 2026.
  • Tremblant Capital Group sold 110,721 Q2 Holdings shares in Q1 2026, an estimated $6.24M.
  • Q2 Holdings made up 2.59% of Tremblant Capital Group's portfolio in Q1 2026, its #13 holding.
  • Tremblant Capital Group first reported a position in Q2 Holdings in Q4 2018 and has held it in 30 quarters since.
  • Tremblant Capital Group's Q2 Holdings position peaked at $131M in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

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