Q2 Holdings, Inc.(QTWO)Stock Analysis
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Rank #590 of 2,960 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
QTWO Stock Analysis & AI Quality Score
Data updated 2026-09-12AI stock analysis and institutional research for Q2 Holdings, Inc. (QTWO), a Technology sector company. 13F Pro's AI-powered ranking engine scores QTWO at 63.8/100 on a 32-signal composite quality model, placing it at rank #590 of 2,960 stocks — the top 25% of the AI-ranked universe. QTWO scores in the top quartile across balance sheet strength (80.2), free cash flow (78.8). Areas of concern include institutional flow (10.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 15.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Q2 Holdings, Inc. reports quarterly revenue of $219.8M, net income of $29.9M, free cash flow of $59.0M. Top institutional holders of QTWO by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. QTWO trades on the NYSE exchange and files with the SEC under CIK 1410384. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate QTWO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Q2 Holdings, Inc. directly from SEC EDGAR. Q2 Holdings, Inc.'s 13F Pro composite quality score has ranged between 33 and 65 since 2021, currently 63.8 — an improving long-term trajectory across 69 quarterly and live scoring snapshots.
Revenue
Q2 2026
$219.8M
Net Income
Q2 2026
$29.9M
Free Cash Flow
Q2 2026
$59.0M
ROIC
Q2 2026
18.2%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+14.1% YoYNet Income
+235.0% YoYOperating Income
+194.4% YoYEPS (Diluted)
+225.0% YoYTotal Assets
-1.4% YoYOp. Cash Flow
+48.4% YoYFree Cash Flow
+50.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $794.8M +14.1% | $696.5M +11.5% | $624.6M +10.4% | $565.7M +13.4% | $498.7M +23.8% | $402.8M |
| Net Income | $52.0M +235.0% | $-38.5M +41.1% | $-65.4M +40.0% | $-109.0M +3.3% | $-112.7M +18.1% | $-137.6M |
| Operating Income | $39.9M +194.4% | $-42.3M +50.9% | $-86.1M +17.9% | $-104.8M -34.3% | $-78.0M +21.9% | $-99.8M |
| EPS (Diluted) | $0.80 +225.0% | $-0.64 +42.9% | $-1.12 +41.1% | $-1.90 +5.0% | $-2.00 +24.5% | $-2.65 |
| Total Assets | $1.28B -1.4% | $1.29B +7.8% | $1.20B -11.0% | $1.35B -2.6% | $1.39B -2.2% | $1.42B |
| Operating Cash Flow | $201.5M +48.4% | $135.8M +93.1% | $70.3M +92.3% | $36.6M +17.6% | $31.1M +1158.3% | $-2.9M |
| Free Cash Flow | $194.7M +50.8% | $129.1M +99.7% | $64.6M +154.3% | $25.4M +124.1% | $11.3M +142.5% | $-26.7M |
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Top Institutional Holders of QTWO
BlackRock, Inc.
$501.8M10,431,842 shVANGUARD PORTFOLIO MANAGEMENT LLC
$239.1M4,969,943 shVANGUARD CAPITAL MANAGEMENT LLC
$130.7M2,718,267 shSTATE STREET CORP
$126.5M2,630,263 shTREMBLANT CAPITAL GROUP
$88.6M1,842,165 shMILLENNIUM MANAGEMENT LLC
$86.9M1,807,416 shNOMURA ASSET MANAGEMENT INTERNATIONAL INC.
$78.6M1,633,414 shGEODE CAPITAL MANAGEMENT, LLC
$76.3M1,585,911 shCapital Research Global Investors
$71.2M1,480,035 shVICTORY CAPITAL MANAGEMENT INC
$68.9M1,433,131 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $501.8M | 10,431,842 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $239.1M | 4,969,943 |
| VANGUARD CAPITAL MANAGEMENT LLC | $130.7M | 2,718,267 |
| STATE STREET CORP | $126.5M | 2,630,263 |
| TREMBLANT CAPITAL GROUP | $88.6M | 1,842,165 |
| MILLENNIUM MANAGEMENT LLC | $86.9M | 1,807,416 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $78.6M | 1,633,414 |
| GEODE CAPITAL MANAGEMENT, LLC | $76.3M | 1,585,911 |
| Capital Research Global Investors | $71.2M | 1,480,035 |
| VICTORY CAPITAL MANAGEMENT INC | $68.9M | 1,433,131 |
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Popular Research
Is QTWO a good stock to buy?
13F Pro's AI-powered analysis of Q2 Holdings, Inc. (QTWO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for QTWO are available on the QTWO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. QTWO is classified as a mid company.
Which hedge funds own QTWO?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling QTWO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Q2 Holdings, Inc.'s investment landscape.