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Equibles

NICHOLAS COMPANY, INC.

Position in QTWO — Q2 Holdings, Inc.

CIK 903949 MILWAUKEE, WI
Back to QTWO Full portfolio

Position in QTWO

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$6,551,749
+$113,936 QoQ
Shares Held
136,211
+0.1% QoQ
Ownership
0.218%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#75
of 328 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in QTWO Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

NICHOLAS COMPANY, INC. holds $416,449,063 across 20 Software - Application names. QTWO ranks #14 (1.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CDNS
Cadence Design Systems Inc
 194,478 $72,991,482
2 SNOW
Snowflake Inc.
 274,687 $69,907,841
3 NOW
ServiceNow, Inc.
 444,205 $44,100,672
4 CRM
Salesforce, Inc.
 275,270 $43,123,798
5 ROP
Roper Technologies Inc
 109,535 $37,065,548
6 WDAY
Workday, Inc.
 217,130 $26,581,054
7 DDOG
Datadog, Inc.
 95,955 $24,982,843
8 PCTY
Paylocity Holding Corp
 141,813 $14,823,712

All Filings in QTWO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,551,749 136,211
2026-03-31 $6,437,813 136,106
2025-12-31 $9,874,807 136,846
2025-09-30 $9,899,042 136,746
2025-06-30 $12,802,269 136,791
2025-03-31 $10,940,247 136,736
2024-12-31 $13,762,478 136,736
2024-09-30 $13,355,093 167,420
2024-06-30 $12,407,769 205,665
2024-03-31 $11,219,720 213,465
2023-12-31 $9,266,515 213,465
2023-09-30 $6,888,515 213,465
2023-06-30 $6,596,068 213,465
2023-03-31 $5,255,508 213,465
2022-12-31 $5,461,999 203,275
2022-09-30 $5,373,214 166,870
2022-06-30 $5,364,122 139,075
2022-03-31 $6,286,142 101,965
2021-12-31 $7,108,688 89,485
2021-09-30 $6,878,015 85,825
2021-06-30 $8,103,307 78,995
2021-03-31 $7,929,327 79,135
2020-12-31 $10,003,461 79,060
2020-09-30 $7,215,015 79,060
2020-06-30 $7,568,393 88,220
2020-03-31 $5,853,731 99,115