TimesSquare Capital Management LLC Grows Stock Holdings in Q2 Holdings, Inc. $QTWO

TimesSquare Capital Management LLC lifted its holdings in Q2 Holdings, Inc. (NYSE:QTWO) by 6.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 385,119 shares of the technology company’s stock after acquiring an additional 21,745 shares during the period. TimesSquare Capital Management LLC owned approximately 0.62% of Q2 worth $27,879,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Headlands Technologies LLC purchased a new position in Q2 in the second quarter valued at about $26,000. Cullen Frost Bankers Inc. acquired a new stake in shares of Q2 in the third quarter valued at about $27,000. Salomon & Ludwin LLC purchased a new stake in shares of Q2 during the 3rd quarter valued at about $30,000. First Horizon Corp acquired a new position in Q2 during the 3rd quarter worth approximately $37,000. Finally, Northwestern Mutual Wealth Management Co. lifted its position in Q2 by 592.3% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 630 shares of the technology company’s stock worth $59,000 after acquiring an additional 539 shares in the last quarter.

Insiders Place Their Bets

In other news, CRO Michael A. Volanoski sold 5,123 shares of the company’s stock in a transaction on Friday, December 12th. The stock was 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 in the company, valued at $12,564,995.52. This represents a 2.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 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 transaction of $630,627.12. Following the transaction, the insider owned 269,128 shares of the company’s stock, valued at approximately $19,829,351.04. This trade represents a 3.08% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 20,883 shares of company stock worth $1,547,778. Insiders own 0.31% of the company’s stock.

Q2 Price Performance

QTWO opened at $53.22 on Friday. Q2 Holdings, Inc. has a 12-month low of $51.34 and a 12-month high of $96.68. The stock has a market capitalization of $3.32 billion, a PE ratio of 67.36 and a beta of 1.36. The firm’s fifty day moving average price is $67.68 and its 200 day moving average price is $70.64.

Wall Street Analyst Weigh In

Several analysts have issued reports on QTWO shares. Needham & Company LLC lowered their price objective on shares of Q2 from $90.00 to $70.00 and set a “buy” rating for the company in a research report on Thursday. Wall Street Zen raised shares of Q2 from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Stifel Nicolaus set a $75.00 price target on shares of Q2 in a research note on Thursday. UBS Group set a $67.00 price objective on shares of Q2 in a report on Thursday. Finally, Cantor Fitzgerald lowered their target price on Q2 from $90.00 to $80.00 and set an “overweight” rating for the company in a research note on Thursday. Eight investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $81.79.

Q2 News Summary

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 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.