Balyasny Asset Management L.P.

Position in QTWO — Q2 Holdings, Inc.

CIK 1218710 Chicago, IL

Position in QTWO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$11,265,677

+$9,827,745 QoQ

Shares Held

238,175

+1095.2% QoQ

Ownership

0.380%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Balyasny Asset Management L.P. holds $1,081,197,058 across 75 Software - Application names. QTWO ranks #21 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	1,474,452	$174,059,058
2	CWAN	Clearwater Analytics Holdings, Inc.	7,313,635	$172,967,467
3	INTU	Intuit Inc.	203,328	$87,914,960
4	GRAB	Grab Holdings Ltd	16,773,762	$61,391,968
5	SNOW	Snowflake Inc.	393,273	$59,313,433
6	ESTC	Elastic N.V.	948,382	$47,409,616
7	ALIT	Alight, Inc. / Delaware	3,543,853	$41,300,062
8	TYL	Tyler Technologies Inc	111,561	$38,196,255

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,265,677	238,175	+1095.2%	Shares	Sole	2026-05-15
2025-12-31	$1,437,932	19,927	-83.8%	Shares	Sole	2026-02-17
2025-03-31	$9,840,189	122,987	+293.7%	Shares	Sole	2025-05-15
2023-12-31	$1,356,214	31,242	-55.1%	Shares	Other	2024-02-14
2023-06-30	$2,148,106	69,518	-45.8%	Shares	Other	2023-08-14
2023-03-31	$3,159,434	128,328	+36.3%	Shares	Other	2023-05-15
2022-12-31	$2,529,219	94,128	+187.3%	Shares	Sole	2023-02-14
2022-09-30	$1,055,097	32,767	-74.2%	Shares	Other	2022-11-15
2021-03-31	$12,732,915	127,075	+66.8%	Shares	Sole	2021-05-17
2020-06-30	$6,534,366	76,167	+641.1%	Shares	Sole	2020-08-14
2020-03-31	$607,018	10,278	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.