Position in QTWO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$88,608,136
+$8,057,372 QoQ
Shares Held
1,842,165
+8.2% QoQ
Ownership
2.95%
of shares outstanding
% of Portfolio
2.54%
of 13F equity value
Holder Rank
#5
of 327 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in QTWO Over Time
Shares Held
Position Value (USD)
Derivatives in QTWO
reported options exposure · as of Sep 30, 2023CallValue
$5,034,120
CallShares
156,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026TREMBLANT CAPITAL GROUP holds $290,705,692 across 6 Software - Application names. QTWO ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QTWO |
Q2 Holdings, Inc.
This page
|
1,842,165 | $88,608,136 | |
| 2 | GRAB |
Grab Holdings Ltd
|
23,045,100 | $86,880,027 | |
| 3 | DDOG |
Datadog, Inc.
|
134,035 | $34,897,352 | |
| 4 | MNDY |
monday.com Ltd.
|
464,851 | $33,650,563 | |
| 5 | UBER |
Uber Technologies, Inc
|
400,556 | $28,904,120 | |
| 6 | SHOP |
Shopify Inc.
|
155,592 | $17,765,494 |
All Filings in QTWO
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,608,136 | 1,842,165 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $80,550,764 | 1,702,976 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $130,876,375 | 1,813,697 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,852,785 | 357,132 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,251,460 | 312,549 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,830,728 | 272,850 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,965,554 | 218,237 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $31,834,452 | 399,078 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $36,020,388 | 597,056 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $38,477,283 | 732,064 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $42,311,379 | 974,692 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,034,120 | 156,000 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $43,371,719 | 1,344,026 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $39,429,234 | 1,276,027 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $29,632,656 | 1,203,601 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,047,494 | 76,200 | Call | Sole | 2023-02-14 | |
| 2022-12-31 | $48,158,375 | 1,792,273 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $53,599,798 | 1,664,590 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $64,844,963 | 1,681,228 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $107,015,090 | 1,735,849 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $123,728,832 | 1,557,513 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $61,554,091 | 768,082 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $70,573,911 | 687,989 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $47,359,229 | 472,647 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $101,170,604 | 799,578 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $93,287,979 | 1,022,222 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $112,430,197 | 1,310,528 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $64,142,113 | 1,086,050 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||