Q2 Holdings
QTWO
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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
1,350% more call options, than puts
Call options by funds: $26.6M | Put options by funds: $1.84M
50% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 3 (+1) [Q2]
24% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 106
17% more capital invested
Capital invested by funds: $5.15B [Q1] → $6.03B (+$873M) [Q2]
2.71% less ownership
Funds ownership: 106.08% [Q1] → 103.37% (-2.71%) [Q2]
3% less funds holding
Funds holding: 333 [Q1] → 323 (-10) [Q2]
16% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 44
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
RBC Capital
Daniel Perlin
|
$102
|
Sector Perform
Maintained
|
31 Jul 2025 |
Stifel
Parker Lane
|
$110
|
Buy
Maintained
|
31 Jul 2025 |
Needham
Mayank Tandon
|
$115
|
Buy
Maintained
|
31 Jul 2025 |
JP Morgan
Ella Smith
|
$115
|
Overweight
Initiated
|
18 Jun 2025 |
Financial journalist opinion
Based on 7 articles about QTWO published over the past 30 days