Q2 Holdings, Inc. (QTWO)

Over the past six months, Q2 Holdings, Inc.'s stock price has declined, with a share price of $74.14 as of December 19, 2025, a 28.51% decrease from $103.70 on December 23, 2024, and a 23.04% decrease over the last six months. Despite this, the company reported better-than-expected sales in Q2 and Q3 of 2025, exceeding market revenue and earnings per share estimates. In the third quarter of 2025, Q2 Holdings announced a $150 million share repurchase authorization.

Demand seasonality for Q2 Holdings' products and services is influenced by renewal cycles, potentially leading to sequential declines in backlog in certain quarters. The company anticipates delivering year-over-year backlog growth, and despite some headwinds in transactional revenue and a slowdown in discretionary spending from certain customers, the overall demand for Q2's solutions remains robust.

Q2 Holdings, Inc. (QTWO) is a provider of digital banking and lending solutions in the Technology sector, specifically in the Information Technology Services and Business Software & Services industries, categorized under FinTech. The company offers a suite of products for financial institutions, financial technology companies, and alternative finance companies, including the Digital Banking Platform, Q2 Innovation Studio, Lending and Relationship Pricing solutions, and Helix, a cloud-native, real-time core processing platform. Q2 Holdings also provides risk and fraud solutions.

Headquartered in Austin, Texas, USA, Q2 Holdings, Inc. has a global presence with offices and operations in the United States, India, Australia, and the United Kingdom.

In the past year, Q2 Holdings was named a "Top Workplace by Austin American-Statesman for 2025" and a "Leader in IDC MarketScape: North America Retail Digital Banking Solutions 2025-2026 Vendor Assessment." The company collaborated with Austin FC to announce the 2025 "Q-mmunity Gives" Grant Recipients, awarding $150,000 to local nonprofits.

Q2 Holdings, Inc. has a diverse ownership structure, with significant institutional and individual investors including BlackRock, Inc., Vanguard Group Inc, State Street Corp, Wasatch Advisors Inc, William Blair Investment Management, Llc, Massachusetts Financial Services Co /ma/, Conestoga Capital Advisors, LLC, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, North Reef Capital Management LP, and Capital Research Global Investors. Adams Street Partners LLC is the largest individual shareholder, holding 22.85 million shares, representing 36.55% of the company.