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Q2 Holdings

349 hedge funds and large institutions have $2.99B invested in Q2 Holdings in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 136 increasing their positions, 106 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 106

10% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 61

0% more funds holding

Funds holding: 349349 (0)

5.18% less ownership

Funds ownership: 106.34%101.16% (-5.2%)

38% less capital invested

Capital invested by funds: $4.8B → $2.99B (-$1.81B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

74% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $6.07M

Holders
349
Holders Change
Holders Change %
0%
% of All Funds
4.29%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
67
Increased
136
Reduced
106
Closed
61
Calls
$1.59M
Puts
$6.07M
Net Calls
-$4.48M
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
326
WPG Advisers
Maryland
$1.18K -$4.51K -80 -76%
CFM
327
Cornerstone Financial Management
Massachusetts
$1.04K +$1.24K +22 New
MCA
328
McGuire Capital Advisors
Oklahoma
$946 +$1.13K +20 New
GSWM
329
Golden State Wealth Management
California
$899 -$789 -14 -42%
AIS
330
Advocate Investing Services
Maryland
$851
GEA
331
Glen Eagle Advisors
New Jersey
$851
CPG
332
Cornerstone Planning Group
New Jersey
$838 +$902 +16 New
KFG
333
Kingdom Financial Group
Arizona
$804
LAS
334
Lloyd Advisory Services
Georgia
$804 +$958 +17 New
TPCW
335
TD Private Client Wealth
New York
$757 +$338 +6 +60%
CIAM
336
Caitong International Asset Management
Hong Kong
$473 -$3.38K -60 -86%
BIM
337
Breakwater Investment Management
Washington
$473 +$564 +10 New
KFAS
338
Keating Financial Advisory Services
Kansas
$426
ZBNA
339
Zions Bancorporation, National Association
Utah
$426 +$507 +9 New
GWM
340
Gilpin Wealth Management
Colorado
$379 +$169 +3 +60%
SIC
341
SJS Investment Consulting
Ohio
$332
PA
342
Parallel Advisors
California
$237
CMA
343
Cedar Mountain Advisors
Oregon
$142 +$169 +3 New
HFS
344
Hughes Financial Services
Virginia
$142 +$169 +3 New
AWM
345
Abound Wealth Management
Tennessee
$95
DF
346
Dunhill Financial
United Kingdom
$58
TFA
347
Transamerica Financial Advisors
Florida
$47 +$56 +1 New
JCM
348
Junto Capital Management
New York
-$66.2M -917,910 Closed
Norges Bank
349
Norges Bank
Norway
-$45M -623,057 Closed
HRCM
350
Hood River Capital Management
Florida
-$28.4M -393,041 Closed

QTWO Hedge Fund Activity: Q1 2026 in Review

349 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Q2 Holdings (QTWO) for Q1 2026, worth a combined $2.99B — down 38% from $4.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new QTWO positions and 61 closed out — a net gain of 6 holders — while 136 added to existing stakes and 106 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $37.1M. The largest seller was William Blair Investment Management, cutting an estimated $135M.

  • 349 institutional investors held Q2 Holdings (QTWO) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $2.99B of Q2 Holdings stock for Q1 2026, down 38% quarter-over-quarter.
  • 67 funds opened new Q2 Holdings positions in Q1 2026 and 61 closed out, a net change of +6 holders.
  • The largest Q2 Holdings buyer in Q1 2026 was Assenagon Asset Management, an estimated $37.1M added.
  • The largest Q2 Holdings seller in Q1 2026 was William Blair Investment Management, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2026.