Q2 Holdings, Inc. $QTWO Stake Increased by TimesSquare Capital Management LLC

TimesSquare Capital Management LLC increased its holdings in shares of Q2 Holdings, Inc. (NYSE:QTWO) by 6.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 385,119 shares of the technology company’s stock after buying an additional 21,745 shares during the quarter. TimesSquare Capital Management LLC’s holdings in Q2 were worth $27,879,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of QTWO. Public Sector Pension Investment Board acquired a new position in shares of Q2 in the 3rd quarter valued at about $17,631,000. Rhumbline Advisers grew its position in Q2 by 79.0% during the third quarter. Rhumbline Advisers now owns 171,683 shares of the technology company’s stock valued at $12,428,000 after purchasing an additional 75,779 shares in the last quarter. Profund Advisors LLC acquired a new position in Q2 in the 3rd quarter valued at approximately $211,000. REAP Financial Group LLC purchased a new stake in Q2 in the 3rd quarter worth approximately $81,000. Finally, Oppenheimer Asset Management Inc. boosted its stake in shares of Q2 by 16.3% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 27,646 shares of the technology company’s stock valued at $2,001,000 after buying an additional 3,872 shares during the period.

Insider Activity

In related news, CRO Michael A. Volanoski sold 5,123 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $75.46, for a total value of $386,581.58. Following the completion of the sale, the executive owned 166,512 shares of the company’s stock, valued at $12,564,995.52. This trade represents a 2.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Kirk L. Coleman sold 8,559 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $73.68, for a total value of $630,627.12. Following the completion of the transaction, the insider owned 269,128 shares in the company, valued at approximately $19,829,351.04. This represents a 3.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 20,883 shares of company stock worth $1,547,778. 0.31% of the stock is owned by corporate insiders.

Q2 Price Performance

Shares of NYSE:QTWO opened at $53.22 on Friday. Q2 Holdings, Inc. has a fifty-two week low of $51.34 and a fifty-two week high of $96.68. The business’s fifty day moving average price is $67.68 and its two-hundred day moving average price is $70.64. The stock has a market capitalization of $3.32 billion, a price-to-earnings ratio of 67.36 and a beta of 1.36.

Analyst Upgrades and Downgrades

A number of research firms recently commented on QTWO. Weiss Ratings restated a “hold (c-)” rating on shares of Q2 in a report on Thursday, January 22nd. Morgan Stanley set a $68.00 target price on shares of Q2 in a research report on Thursday. Wall Street Zen upgraded Q2 from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. Truist Financial cut their price target on Q2 from $110.00 to $75.00 and set a “buy” rating for the company in a report on Thursday. Finally, UBS Group set a $67.00 price objective on shares of Q2 in a research note on Thursday. Eight equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $81.79.

Trending Headlines about Q2

Here are the key news stories impacting Q2 this week:

• Positive Sentiment: Company and analysts point to a profitability inflection and higher 2026 outlook that could materially improve margins and cash flow; this narrative is driving investor interest. Read More.
• Positive Sentiment: Q4 commentary and analyst deep-dives highlight strong subscription growth, cloud migration progress and AI initiatives that management says underpin the outlook. Read More.
• Positive Sentiment: Some brokers kept or maintained bullish stances (Truist remains a buy; Cantor kept an overweight) even while lowering targets — signaling continued analyst conviction in the recovery story. Read More. • Read More.
• Neutral Sentiment: Q2 published its 2026 State of Commercial Banking report — useful industry context for enterprise demand but not an immediate earnings driver. Read More.
• Neutral Sentiment: Full earnings materials and call transcripts are available for investors to parse subscription metrics, churn, and margin levers; these details are guiding differentiated analyst views. Read More. • Read More.
• Negative Sentiment: Royal Bank of Canada cut its price target to $67 and kept a sector-perform rating; that downgrade coincided with a new 52-week low, creating short-term selling pressure. Read More.
• Negative Sentiment: Multiple firms trimmed targets (Needham, Truist, Cantor, RBC) — even where ratings remained buy/overweight — which compresses near-term sentiment and can cap rallies until guidance is proven out. Read More.

Q2 Company Profile

Q2 Holdings, Inc develops and delivers cloud-based digital banking solutions that enable banks and credit unions to enhance customer and member experiences. The company’s core offerings include the Q2 Platform, a comprehensive suite of online and mobile banking applications for retail and commercial customers, as well as digital onboarding, payments, and fraud prevention tools. Q2’s platform also provides analytics and reporting capabilities designed to help financial institutions tailor products, optimize workflows, and drive engagement.

Founded in 2004 and headquartered in Austin, Texas, Q2 serves hundreds of financial institutions across the United States and Canada.