Welcome to our dedicated page for Q2 Hldgs SEC filings (Ticker: QTWO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Q2 Holdings, Inc. (NYSE: QTWO) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures, along with AI-powered summaries to help interpret complex documents. Q2 is a provider of digital transformation solutions for financial services, and its filings offer detailed insight into how it manages a subscription-based software business serving banks, credit unions, alternative finance companies, and fintechs.
Investors researching QTWO can use this page to review annual reports on Form 10-K and quarterly reports on Form 10-Q, which describe Q2’s digital banking and lending platforms, Helix Banking-as-a-Service offerings, geographic reach, risk factors, and use of non-GAAP measures such as adjusted EBITDA and non-GAAP gross margin. Our AI tools highlight key sections, explain technical terminology in plain language, and surface important trends in revenue composition, backlog, and subscription metrics as disclosed by the company.
The filings page also includes current reports on Form 8-K, where Q2 reports material events. Recent 8-Ks have covered quarterly financial results, the authorization of a share repurchase program of up to $150 million of common stock, and changes in executive leadership roles such as appointments to Chief Operating Officer and Chief Business Officer. AI-generated overviews help readers quickly understand the significance of these events without reading every line of the filing.
In addition, users can access other relevant documents, such as proxy statements that discuss governance and executive roles, and registration statements as applicable. For those monitoring potential insider activity, Stock Titan surfaces Form 4 insider transaction filings when available, allowing investors to see reported purchases and sales by Q2 officers and directors. Combined with real-time updates from EDGAR and AI summaries, the QTWO SEC filings page is designed to make Q2’s regulatory history more accessible to both experienced and newer investors.
Q2 Holdings Inc: The Vanguard Group filed an amended Schedule 13G/A reporting 0 shares beneficially owned of Common Stock, representing 0%. The filing notes an internal realignment of Vanguard on January 12, 2026, after which certain Vanguard subsidiaries report holdings separately.
Q2 Holdings, Inc.’s General Counsel Michael S. Kerr reported both a small stock sale and sizable equity awards. On March 11, 2026, he sold 2,071 shares of common stock in an open-market transaction at a weighted average price of $50.33, executed under a pre-arranged Rule 10b5-1 trading plan adopted on September 11, 2025.
On the same date he received multiple stock grants, including time-based restricted stock units vesting 25% starting March 3, 2027 and quarterly thereafter for three years, and several types of performance-based restricted stock units tied to Adjusted EBITDA margin, subscription revenue growth, and relative stock price performance through the end of 2027 and beyond. After these transactions, he directly owned 81,772 shares of Q2 Holdings common stock.
Mukkamala Himagiri K reported acquisition or exercise transactions in this Form 4 filing.
Q2 Holdings, Inc. Chief Operating Officer Mukkamala Himagiri K reported multiple equity grants of common stock as compensation. On March 11, 2026, he received an award of 38,544 restricted stock units that vest 25% starting March 3, 2027, with the balance vesting in equal quarterly installments over the following three years.
He also received three performance-based restricted stock unit awards of 15,418, 15,418, and 7,708 shares, each under the 2023 Equity Incentive Plan. These vest based on Q2’s attainment of Adjusted EBITDA margin, subscription revenue year-over-year growth, and stock price performance versus the S&P Software & Services Select Index over performance periods ending December 31, 2027, with vesting on the second or third anniversary of the grant date depending on results. Following these grants, he directly holds 169,998 shares of common stock.
Flake Matthew P reported acquisition or exercise transactions in this Form 4 filing.
Q2 Holdings, Inc. Chief Executive Officer Matthew P. Flake received equity awards covering a total of 192,716 shares of common stock on March 11, 2026, reported at a grant price of $0.00 per share as compensation, not open‑market purchases.
The awards include time-based restricted stock units vesting 25% starting March 3, 2027, with the remainder vesting quarterly over three years, plus three performance-based RSU grants. These performance awards depend on Adjusted EBITDA margin, subscription revenue year-over-year growth, and stock performance versus the S&P Software & Services Select Index through periods ending in 2027. Following these grants, Flake directly holds 675,918 shares of Q2 common stock.
Coleman Kirk L reported acquisition or exercise transactions in this Form 4 filing.
Q2 Holdings, Inc. reported that Chief Business Officer Kirk L. Coleman received equity awards of company common stock on March 11, 2026. He was granted a total of 67,452 shares at no cost, increasing his direct holdings to 319,260 shares after the transactions.
The awards consist of restricted stock units that vest over time and performance-based restricted stock units tied to adjusted EBITDA margin, subscription revenue year-over-year growth for the 12 months ending December 31, 2027, and Q2’s stock performance versus the S&P Software & Services Select Index, with vesting schedules running up to three years from grant.
Price Jonathan reported acquisition or exercise transactions in this Form 4 filing.
Q2 Holdings Chief Financial Officer Jonathan Price reported multiple equity awards of Common Stock as compensation. On March 11, 2026, he received time-based restricted stock units and several performance-based restricted stock unit awards at a grant price of $0.00 per share. The time-based units vest 25% starting on March 3, 2027, with the rest vesting in equal quarterly installments over the following three years. Additional awards are tied to Q2’s Adjusted EBITDA margin, subscription revenue year-over-year growth, and relative stock performance versus the S&P Software & Services Select Index through December 31, 2027, with potential vesting from 0% up to 200% of target shares depending on results. Following these grants, Price directly holds 284,813 shares of Q2 common stock.
Q2 Holdings, Inc. Chief Delivery Officer John E. Breeden reported mixed insider activity in common stock. He sold 8,924 shares in an open-market transaction at a weighted average price of $50.34 per share under a pre-arranged Rule 10b5-1 trading plan adopted on May 19, 2025.
On the same date, he received several stock awards totaling multiple tranches of 28,908, 11,562, 11,562 and 5,784 shares at no cost, consisting of restricted stock units and performance-based restricted stock units under the 2023 Equity Incentive Plan. Following these transactions, he directly holds 133,128 shares.
The time-based restricted stock units vest 25% starting on March 3, 2027, then quarterly over three years. The performance-based units depend on Q2’s Adjusted EBITDA margin, subscription revenue year-over-year growth for the 12 months ending December 31, 2027, and relative stock performance versus the S&P Software & Services Select Index.
Q2 Holdings, Inc. Chief People Officer Kimberly Anne Rutledge reported a mix of stock sales and equity awards. She sold 3,187 shares of common stock in an open-market transaction at a weighted average price of $50.37 per share, executed under a pre-arranged Rule 10b5-1 trading plan. After this sale, she continued to receive equity-based compensation, with multiple grants totaling 43,362 shares of restricted and performance-based stock units at no cash cost. These awards vest over multi-year schedules tied to time-based service and performance metrics, including Adjusted EBITDA margin, subscription revenue growth, and relative stock performance versus the S&P Software & Services Select Index. Following all reported transactions, Rutledge directly holds 123,913 shares of Q2 Holdings common stock, indicating the sale represents a small portion of her overall stake.
QTWO filing a Form 144 notice reporting proposed resale transactions by an insider. The filing lists multiple 10b5-1 sales by Kimberly Rutledge on 03/04/2026, 03/05/2026, and 03/09/2026, with per‑trade share counts and gross proceeds shown.
The filing also lists a separate Performance Stock Units item dated 03/07/2026. The excerpt provides trade dates, share counts (for example, 20,948 and 19,924 shares) and gross sale amounts in dollars alongside each sale.
John E. Breeden submitted a Rule 144 notice reporting proposed and recent sales of Common shares associated with Performance Stock Units. The filing lists multiple dispositions in March 2026, including sales of 6,076, 68,707, 33,445, and 8,521 shares on specific dates.