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
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Goldman Sachs Adam Hotchkiss 33% 1-year accuracy 8 / 24 met price target | 47%upside $106 | Buy Maintained | 28 Mar 2025 |
Raymond James Alexander Sklar 25% 1-year accuracy 2 / 8 met price target | 52%upside $110 | Outperform Maintained | 13 Feb 2025 |
RBC Capital Daniel Perlin 25% 1-year accuracy 13 / 52 met price target | 49%upside $108 | Sector Perform Maintained | 13 Feb 2025 |
Stephens & Co. Charles Nabhan 30% 1-year accuracy 9 / 30 met price target | 59%upside $115 | Overweight Reiterated | 13 Feb 2025 |
Citigroup Andrew Schmidt 33% 1-year accuracy 4 / 12 met price target | 38%upside $100 | Neutral Maintained | 13 Feb 2025 |
Financial journalist opinion
Based on 3 articles about QTWO published over the past 30 days









