Q2 Holdings, Inc. (NYSE:QTWO) Q4 2025 Earnings Call Transcript
Operator: Good afternoon my name is Kevin, and I will be your conference operator today. At this time, I would like to welcome to the Q2 Holdings, Inc.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Tremblant Capital Brett Barakett | 1,813,697 | $130,876,376 | +408% | 3.34% |
| 2. | North Reef Capital James Hanna | 1,215,000 | $87,674,400 | -29% | 3.53% |
| 3. | Junto Capital Management James Parsons | 917,910 | $66,236,386 | 1.46% | |
| 4. | 62,716,000 | $63,602,059 | +192% | 0.07% | |
| 5. | 31,586,000 | $32,159,808 | 0.46% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $52.48 | 12,917 | $677,884.16 | 256,211 | 2026-02-17 | Filing | |
| $75.46 | 5,123 | $386,581.58 | 166,512 | 2025-12-12 | Filing | |
| $73.68 | 4,177 | $307,761.36 | 171,635 | 2025-12-10 | Filing | |
| $73.68 | 3,024 | $222,808.32 | 96,046 | 2025-12-10 | Filing | |
| $73.68 | 8,559 | $630,627.12 | 269,128 | 2025-12-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,765,149 | $704,653,152 | 0.01% | |
| 2. | 7,995,133 | $576,928,797 | 0.01% | |
| 3. | 3,141,044 | $226,657,735 | 0.04% | |
| 4. | 2,694,718 | $194,450,851 | 0.54% | |
| 5. | 2,423,363 | $174,869,874 | 0.01% |