Q2 Holdings, Inc. (QTWO)
Technology
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Q2 Holdings, Inc. (QTWO) is a Technology stock tracked by StreetAlpha. The average 12-month price target from 6 analysts is $79.83, with a high of $85.00 and a low of $74.00. Analyst consensus is Strong Buy, based on the latest ratings from 6 firms (5 buy, 1 hold, 0 sell). In the past 30 days there were 2 dark pool prints totaling $1.2M, the largest $641K.
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Key Stats Analysts Whale Flow Dark Pool Institutional AI Auto Pilots Market News Congress
Key Stats Last 12 months Results
Revenue
$870.3M
+13.1% vs a year ago
Net income
$110.2M
+247.2% vs a year ago
EPS (diluted)
$1.69
+238.0% vs a year ago
Free cash flow
$233.0M
26.8% margin
Balance sheet
Cash & equivalents
$116.3M
At Sep 30
Shareholder equity
$657.8M
Buybacks
$163.9M
Last 12 months
Fiscal year ends December
Exchange NYSE
Financials history
Revenue Net income Free cash flow
Annual Quarterly
FY2021: $498.7M $498.7M FY2021 FY2022: $565.7M $565.7M FY2022 FY2023: $624.6M $624.6M FY2023 FY2024: $696.5M $696.5M FY2024 FY2025: $794.8M $794.8M FY2025
FY2021: −$112.7M −$112.7M FY2021 FY2022: −$109.0M −$109.0M FY2022 FY2023: −$65.4M −$65.4M FY2023 FY2024: −$38.5M −$38.5M FY2024 FY2025: $52.0M $52.0M FY2025
FY2021: $11.3M $11.3M FY2021 FY2022: $25.4M $25.4M FY2022 FY2023: $64.6M $64.6M FY2023 FY2024: $129.1M $129.1M FY2024 FY2025: $194.7M $194.7M FY2025
Dec ’24: $183.0M $183.0M Dec ’24 Mar ’25: $189.7M $189.7M Mar ’25 Jun ’25: $195.1M $195.1M Jun ’25 Sep ’25: $201.7M $201.7M Sep ’25 Dec ’25: $208.2M $208.2M Dec ’25 Mar ’26: $216.5M $216.5M Mar ’26 Jun ’26: $219.8M $219.8M Jun ’26 Sep ’26: $225.8M $225.8M Sep ’26
Dec ’24: $164K $164K Dec ’24 Mar ’25: $4.8M $4.8M Mar ’25 Jun ’25: $11.8M $11.8M Jun ’25 Sep ’25: $15.0M $15.0M Sep ’25 Dec ’25: $20.4M $20.4M Dec ’25 Mar ’26: $26.6M $26.6M Mar ’26 Jun ’26: $29.9M $29.9M Jun ’26 Sep ’26: $33.2M $33.2M Sep ’26
Dec ’24: $41.6M $41.6M Dec ’24 Mar ’25: $42.7M $42.7M Mar ’25 Jun ’25: $47.3M $47.3M Jun ’25 Sep ’25: $42.9M $42.9M Sep ’25 Dec ’25: $61.7M $61.7M Dec ’25 Mar ’26: $49.7M $49.7M Mar ’26 Jun ’26: $59.0M $59.0M Jun ’26 Sep ’26: $62.6M $62.6M Sep ’26
Not reported for this period.
From QTWO's SEC filings, latest 10-Q for the period ending Sep 30, 2026 (filed Oct 28). Last 12 months adds up the four latest quarters.
Consensus · 90 days
Strong Buy
5 Buy 1 Hold 0 Sell
Each firm's latest rating on QTWO in the past 90 days
Average 12-month target
$79.83
Based on 6 analysts who set a price target on QTWO in the past 90 days. The average target is $79.83, with a high of $85.00 and a low of $74.00.
Low $74.00 Avg $79.83 High $85.00
Highest target $85.00
Average target $79.83
Lowest target $74.00
Latest rating changes
JP Morgan Target raised
Oct 29 Buy $72 → $76
RBC Capital Target raised
Oct 29 Hold $73 → $75
Piper Sandler Target raised
Oct 29 Buy $82 → $84
Needham Target raised
Oct 29 Buy $75 → $85
Stifel Target raised
Oct 29 Buy $75 → $85
Date Firm Action Rating Price target Oct 29 JP Morgan Target raised Buy $72 → $76 Oct 29 RBC Capital Target raised Hold $73 → $75 Oct 29 Piper Sandler Target raised Buy $82 → $84 Oct 29 Needham Target raised Buy $75 → $85 Oct 29 Stifel Target raised Buy $75 → $85
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Whale Options Flow
90D
No whale options trades in QTWO in the last 90 days.
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Funds holding
330
−25 vs Q1 2026
Value held
$3.1B
66.5M shares
Buying vs selling
171 / 169
36 new · 59 sold out
Put/call ratio
2.68
1 funds with puts
Top holders · Q2 2026
# Fund Shares Value Change 1 BlackRock, Inc. 10.4M $501.8M +396K Added 2 Vanguard Portfolio Management LLC 5M $239.1M +111K Added 3 Vanguard Capital Management LLC 2.7M $130.7M +18K Added 4 State Street Corp 2.6M $126.5M +134K Added 5 Tremblant Capital Group 1.8M $88.6M +139K Added 6 Millennium Management LLC 1.8M $86.9M +1M Added 7 Nomura Asset Management International Inc. 1.6M $78.6M +403K Added 8 Geode Capital Management, LLC 1.6M $76.3M +98K Added 9 Capital Research Global Investors 1.5M $71.2M −140K Trimmed 10 Victory Capital Management Inc 1.4M $68.9M +1.3M Added 11 Conestoga Capital Advisors, LLC 1.4M $67.0M −389K Trimmed 12 Goldman Sachs Group Inc 1.3M $62.0M +595K Added 13 Two Sigma Investments, LP 1.2M $57.9M +164K Added 14 American Century Companies Inc 1.1M $54.3M +23K Added 15 Algebris (uk) Ltd 1.1M $51.3M +375K Added 16 Federated Hermes, Inc. 1M $50.4M +106K Added 17 Dimensional Fund Advisors LP 1M $48.6M +1,287 Added 18 Manufacturers Life Insurance Company, the 998K $48.0M +299K Added 19 Arrowstreet Capital, Limited Partnership 876K $42.1M +360K Added 20 Tensile Capital Management LP 869K $41.8M −21K Trimmed 21 William Blair Investment Management, LLC 831K $40.0M +529K Added 22 Brown Advisory Inc 824K $39.6M +603K Added 23 Nuveen, LLC 811K $39.0M +156K Added 24 Jennison Associates LLC 801K $38.5M −94K Trimmed 25 Northern Trust Corp 693K $33.4M +42K Added
Show top 25
Filed so far for Q3 2026 · 84 funds changed their position
From SEC Form 13F filings by funds managing over $100 million, as of Jun 30, 2026. Changes compare each fund with its own Q1 2026 filing. Filings come up to 45 days after the quarter ends. Put/call compares the value of puts and calls funds reported ($245K in puts, $91K in calls), leaving out market makers and bank trading desks. Not investment advice.
AI Auto Pilots
Paper trading
StreetAlpha runs four autonomous AI traders powered by Anthropic's Claude. Each one reads options flow, dark pool prints, insider filings, sentiment, macro signals and technicals, then makes its own trading decisions in a paper portfolio. Every decision is logged and every trade is tracked, so you can see whether QTWO is in one of them and how their past QTWO trades turned out.
QTWO in the AI portfolios
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StreetAlpha hasn't covered QTWO in an article yet. Here's the latest on the wider market.
macro news Friday, October 30, 2026
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Who traded QTWO · since 2023
Latest 1 filing
$1K – $15K Traded Apr 10, 2023 Filed May 19, 2023
Person Type Amount Traded Filed Delay Dan Goldman D · NY Sell $1K – $15K Apr 10, 2023 May 19, 2023 39 d
Members of Congress and senior officials report trades up to 45 days later, as dollar ranges. Filings show a trade happened, not why. Not investment advice.
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Parts of this page are produced with the help of AI and may contain errors or omissions. Options flow and dark pool data are delayed and may be incomplete. Check important facts against original sources.
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