Which hedge funds own QTWO? Q2 HLDGS INC, Q2 2026 13F holders
35 tracked hedge funds disclosed a position in QTWO (Q2 HLDGS INC) in their Q2 2026 13F filings, worth $447.0m in total. The largest holder by portfolio weight is Tensile Capital Management LP at 5.8% of its book. 7 opened a new position this quarter: Archon Capital Management LLC, Dockside LLC, Numerai GP LLC, Quantbot Technologies LP. 24 exited: DeepCurrents Investment Group LLC, TENOR CAPITAL MANAGEMENT Co., L.P., North Reef Capital Management LP.
- 35
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 7
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 24
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $11.7m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $312m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $447m
- Combined value Sum of the holders' reported positions in the security.
- 2.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| DeepCurrents Investment Group LLC | 1.3% | $32.3m |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 1.1% | $71.7m |
| North Reef Capital Management LP | 1.0% | $29.4m |
| Oaktree Capital Management LP | 0.7% | $40.9m |
| Ares Systematic Credit Ltd | 0.6% | $712k |
| Davidson Kempner Capital Management LP | 0.5% | $29.8m |
| Moore Capital Management, LP | 0.5% | $13.9m |
| Qsemble Capital Management, LP | 0.3% | $3.5m |
| Campbell & CO Investment Adviser LLC | 0.2% | $4.1m |
| Oxford Asset Management LLP | 0.2% | $544k |
| Glazer Capital, LLC | 0.2% | $7.9m |
| Fox Run Management, L.L.C. | 0.1% | $813k |
| AlphaGrep UK Ltd | 0.1% | $433k |
| Occudo Quantitative Strategies LP | 0.1% | $2.2m |
| iSAM Funds (UK) Ltd | 0.1% | $219k |
| Twinbeech Capital LP | 0.09% | $899k |
| Capstone Investment Advisors, LLC | 0.09% | $10.4m |
| Gsa Capital Partners LLP | 0.07% | $1.1m |
| Tudor Investment Corp ET AL | 0.06% | $10.4m |
| Point72 Asset Management, L.P. | 0.05% | $26.0m |
| Aquatic Capital Management LLC | 0.04% | $1.4m |
| Squarepoint Ops LLC | 0.02% | $10.5m |
| Magnetar Financial LLC | 0.01% | $1.1m |
| Citadel Advisors LLC | 0.01% | $12.1m |
Ownership over time
Who discovered QTWO first? Beta
The run: Q3 2023 → Q4 2024, +212%
| Tensile Capital Management LP high conviction | Q2 2023 | 3.6% | +2.8 pts |
| Context Capital Management, LLC | Q1 2023 | 0.7% | +0.8 pts |
| Clearline Capital LP | Q2 2023 | 0.5% | +0.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.