Q2 HoldingsQTWO
About: Q2 Holdings Inc. is a provider of cloud-based virtual banking solutions for regional financial institutions to deliver mobile banking services to retail and commercial end-users who wish to bank anywhere and anytime. Its solutions operate on an integrated tablet-first platform which provides financial institutions a comprehensive view of account holder activity and meets the regulatory and security requirements applicable to the industry. The firm generates revenue from subscription-based arrangements for software offerings. A large majority of the firm's revenue is generated in the United States.
Employees: 2,477
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
169% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 26
127% more call options, than puts
Call options by funds: $25.5M | Put options by funds: $11.2M
26% more capital invested
Capital invested by funds: $4.98B [Q3] → $6.27B (+$1.29B) [Q4]
13% more funds holding
Funds holding: 290 [Q3] → 329 (+39) [Q4]
0.5% less ownership
Funds ownership: 103.6% [Q3] → 103.1% (-0.5%) [Q4]
22% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 126
38% less funds holding in top 10
Funds holding in top 10: 8 [Q3] → 5 (-3) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
RBC Capital Daniel Perlin 52% 1-year accuracy 27 / 52 met price target | 10%upside $101 | Sector Perform Maintained | 8 May 2025 |
Raymond James Alexander Sklar 33% 1-year accuracy 1 / 3 met price target | 15%upside $105 | Outperform Maintained | 8 May 2025 |
Morgan Stanley James Faucette 88% 1-year accuracy 7 / 8 met price target | 2%upside $93 | Equal-Weight Maintained | 8 May 2025 |
Stifel Parker Lane 43% 1-year accuracy 3 / 7 met price target | 15%upside $105 | Buy Maintained | 8 May 2025 |
Baird Jon Vruwink 0 / 0 met price target | 2%downside $90 | Neutral Maintained | 8 May 2025 |
Financial journalist opinion
Based on 8 articles about QTWO published over the past 30 days









