CYPRESS POINT INVESTMENT MANAGEMENT LP
Position in QTWO — Q2 Holdings, Inc.
CIK 2058475
MILL VALLEY, CA
Position in QTWO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,214,414
-$10,006,895 QoQ
Shares Held
490,791
+6.6% QoQ
Ownership
0.784%
of shares outstanding
% of Portfolio
5.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Common Shares in QTWO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CYPRESS POINT INVESTMENT MANAGEMENT LP holds $246,380,920 across 16 Software - Application names. QTWO ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCOR |
Procore Technologies, Inc.
|
485,624 | $27,680,568 | |
| 2 | SRAD |
Sportradar Group AG
|
1,650,473 | $27,628,918 | |
| 3 | TTAN |
ServiceTitan, Inc.
|
403,602 | $25,612,582 | |
| 4 | BLND |
Blend Labs, Inc.
|
14,537,172 | $24,713,192 | |
| 5 | QTWO |
Q2 Holdings, Inc.
This page
|
490,791 | $23,214,414 | |
| 6 | FROG |
JFrog Ltd
|
463,936 | $21,772,516 | |
| 7 | FRSH |
Freshworks Inc.
|
2,529,388 | $20,310,985 | |
| 8 | ESTC |
Elastic N.V.
|
312,312 | $15,612,476 |
All Filings in QTWO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||