Position in QTWO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$6,437,813
-$3,436,994 QoQ
Shares Held
136,106
-0.5% QoQ
Ownership
0.217%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.8192144358073854.ToString("F0")%
Shared 0.ToString("F0")%
None 99.18078556419262.ToString("F0")%
Common Shares in QTWO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026NICHOLAS COMPANY, INC. holds $383,728,947 across 22 Software - Application names. QTWO ranks #14 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
194,428 | $54,025,708 | |
| 2 | CRM |
Salesforce, Inc.
|
275,175 | $51,366,917 | |
| 3 | NOW |
ServiceNow, Inc.
|
443,915 | $46,411,313 | |
| 4 | ROP |
Roper Technologies Inc
|
109,535 | $38,760,055 | |
| 5 | SNOW |
Snowflake Inc.
|
244,782 | $36,918,021 | |
| 6 | WDAY |
Workday, Inc.
|
217,285 | $28,229,667 | |
| 7 | ADBE |
Adobe Inc.
|
75,750 | $18,413,310 | |
| 8 | PTC |
Ptc Inc.
|
112,099 | $15,972,986 |
All Filings in QTWO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,437,813 | 136,106 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,874,807 | 136,846 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,899,042 | 136,746 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,802,269 | 136,791 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,940,247 | 136,736 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $13,762,478 | 136,736 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,355,093 | 167,420 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,407,769 | 205,665 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $11,219,720 | 213,465 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,266,515 | 213,465 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,888,515 | 213,465 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $6,596,068 | 213,465 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $5,255,508 | 213,465 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $5,461,999 | 203,275 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $5,373,214 | 166,870 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $5,364,122 | 139,075 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $6,286,142 | 101,965 | Shares | Sole | 2024-02-13 | |
| 2021-12-31 | $7,108,688 | 89,485 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,878,015 | 85,825 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,103,307 | 78,995 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,929,327 | 79,135 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,003,461 | 79,060 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $7,215,015 | 79,060 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $7,568,393 | 88,220 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,853,731 | 99,115 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||