| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $474.7M | 10.0M | ▲+2.8% Added · +271K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $229.8M | 4.9M | ▲New +4.9M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $127.7M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $118.1M | 2.5M | ▲+3.0% Added · +72K sh | Q1 2026 | |
| 5 | Conestoga Capital Advisors, LLC | $84.3M | 1.8M | ▼−3.5% Reduced · −65K sh | Q1 2026 | |
| 6 | TREMBLANT CAPITAL GROUP | $80.6M | 1.7M | ▼−6.1% Reduced · −111K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $70.4M | 1.5M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 8 | AMERICAN CENTURY COMPANIES INC | $52.4M | 1.1M | ▼−5.8% Reduced · −68K sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $49.1M | 1.0M | ▲+99% Added · +518K sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $47.8M | 1.0M | ▲+35% Added · +260K sh | Q1 2026 | |
| 11 | FEDERATED HERMES, INC. | $44.5M | 941K | ▲+36% Added · +251K sh | Q1 2026 | |
| 12 | JENNISON ASSOCIATES LLC | $42.3M | 895K | ▼−18% Reduced · −202K sh | Q1 2026 | |
| 13 | Tensile Capital Management LP | $42.1M | 890K | ▲+31% Added · +210K sh | Q1 2026 | |
| 14 | MILLENNIUM MANAGEMENT LLC | $38.1M | 807K | ▲+195% Added · +533K sh | Q1 2026 | |
| 15 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $33.0M | 699K | ▲+7.8% Added · +50K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $32.8M | 694K | ▲+34% Added · +177K sh | Q1 2026 | |
| 17 | Nuveen, LLC | $30.9M | 654K | ▲+2.5% Added · +16K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $30.8M | 652K | ▲+3.2% Added · +20K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $30.7M | 649K | ▼−32% Reduced · −302K sh | Q1 2026 | |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $31.4M | 638K | ▲+3.5% Added · +21K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $29.8M | 630K | ▲+204% Added · +423K sh | Q1 2026 | |
| 22 | NORGES BANK | $45.0M | 623K | ▼−3.6% Reduced · −23K sh | Q4 2025 | |
| 23 | North Reef Capital Management LP | $29.4M | 621K | ▼−49% Reduced · −594K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $27.3M | 586K | ▲+61% Added · +223K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $27.6M | 584K | ▼−4.8% Reduced · −29K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 114 funds | $47.7B |
| ALPHABET INC-CL AGOOGL | 112 funds | $31.3B |
| VISA INC-CLASS A SHARESV | 112 funds | $9.3B |
| MASTERCARD INC - AMA | 112 funds | $8.7B |
| NVIDIA CORPNVDA | 111 funds | $67.9B |
| APPLE INCAAPL | 111 funds | $55.8B |
| AMAZON.COM INCAMZN | 111 funds | $36.8B |
| BROADCOM INCAVGO | 111 funds | $24.8B |
| COSTCO WHOLESALE CORPCOST | 111 funds | $8.7B |
| META PLATFORMS INC-CLASS AMETA | 110 funds | $22.0B |
| LAM RESEARCH CORPLRCX | 110 funds | $5.7B |
| SERVICENOW INCNOW | 110 funds | $3.4B |
Ranked by how many of QTWO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 10, 2026 | Coleman Kirk L | Chief Business Officer | Sell (S) | 4K | $157K |
| Jun 1, 2026 | Coleman Kirk L | Chief Business Officer | Sell (S) | 21K | $1.0M |
| May 14, 2026 | Kerr Michael S | General Counsel | Sell (S) | 397 | $18K |
| Mar 11, 2026 | Breeden John E | Chief Delivery Officer | Sell (S) | 9K | $449K |
| Mar 11, 2026 | Rutledge Kimberly Anne | Chief People Officer | Sell (S) | 3K | $161K |
| Mar 11, 2026 | Kerr Michael S | General Counsel | Sell (S) | 2K | $104K |
| Mar 9, 2026 | Flake Matthew P | Chief Executive Officer, Director | Sell (S) | 21K | $1.1M |
| Mar 9, 2026 | Breeden John E | Chief Delivery Officer | Sell (S) | 6K | $312K |
| Mar 9, 2026 | Rutledge Kimberly Anne | Chief People Officer | Sell (S) | 4K | $223K |
| Mar 9, 2026 | Price Jonathan | Chief Financial Officer | Sell (S) | 9K | $446K |
| Mar 9, 2026 | Kerr Michael S | General Counsel | Sell (S) | 3K | $145K |
| Mar 9, 2026 | Coleman Kirk L | Chief Business Officer | Sell (S) | 11K | $557K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/QTWO/capital-change-brief"
Use Arkolith's capital_change_brief for QTWO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for QTWO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.