Tensile Capital Management LP

Position in QTWO — Q2 Holdings, Inc.

CIK 1598843 LARKSPUR, CA

Position in QTWO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$41,787,692

-$298,287 QoQ

Shares Held

868,767

-2.4% QoQ

Ownership

1.39%

of shares outstanding

% of Portfolio

5.77%

of 13F equity value

Holder Rank

#20

of 327 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Tensile Capital Management LP holds $197,013,322 across 7 Software - Application names. QTWO ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TYL	Tyler Technologies Inc	245,043	$71,665,275
2	QTWO	Q2 Holdings, Inc. This page	868,767	$41,787,692
3	VERX	Vertex, Inc.	2,898,563	$33,275,503
4	BL	Blackline, Inc.	694,846	$19,504,327
5	NCNO	nCino, Inc.	1,056,592	$17,275,279
6	APPF	Appfolio Inc	73,000	$11,705,550
7	ALIT	Alight, Inc. / Delaware	160,687	$1,799,696

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,787,692	868,767	-2.4%	Shares	Sole	2026-08-14
2026-03-31	$42,085,979	889,767	+30.9%	Shares	Sole	2026-05-15
2025-12-31	$49,051,986	679,767	-12.8%	Shares	Sole	2026-02-17
2025-09-30	$56,447,333	779,767	0.0%	Shares	Sole	2025-11-14
2025-06-30	$72,978,393	779,767	-9.5%	Shares	Sole	2025-08-14
2025-03-31	$68,949,977	861,767	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$87,340,748	867,767	-7.0%	Shares	Sole	2025-02-14
2024-09-30	$74,406,823	932,767	0.0%	Shares	Sole	2024-11-14
2024-06-30	$56,273,833	932,767	0.0%	Shares	Sole	2024-08-14
2024-03-31	$49,026,233	932,767	-5.8%	Shares	Sole	2024-05-15
2023-12-31	$42,976,637	990,017	+11.7%	Shares	Sole	2024-02-14
2023-09-30	$28,607,903	886,517	+211.9%	Shares	Sole	2023-11-14
2023-06-30	$8,783,139	284,244	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.