CYPRESS POINT INVESTMENT MANAGEMENT LP
Position in QTWO — Q2 Holdings, Inc.
CIK 2058475
MILL VALLEY, CA
Position in QTWO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$26,403,484
+$3,189,070 QoQ
Shares Held
548,929
+11.8% QoQ
Ownership
0.880%
of shares outstanding
% of Portfolio
4.79%
of 13F equity value
Holder Rank
#29
of 327 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in QTWO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CYPRESS POINT INVESTMENT MANAGEMENT LP holds $298,227,213 across 17 Software - Application names. QTWO ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRAD |
Sportradar Group AG
|
1,994,698 | $29,860,629 | |
| 2 | QTWO |
Q2 Holdings, Inc.
This page
|
548,929 | $26,403,484 | |
| 3 | FRSH |
Freshworks Inc.
|
2,481,388 | $25,111,646 | |
| 4 | BLND |
Blend Labs, Inc.
|
14,297,425 | $24,448,596 | |
| 5 | SNOW |
Snowflake Inc.
|
93,160 | $23,709,220 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
300,394 | $21,240,859 | |
| 7 | PCOR |
Procore Technologies, Inc.
|
513,203 | $20,846,305 | |
| 8 | U |
Unity Software Inc.
|
690,070 | $19,722,200 |
All Filings in QTWO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,403,484 | 548,929 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $23,214,414 | 490,791 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,221,309 | 460,384 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||