MassMutual Private Wealth & Trust, FSB QTWO — Q2 Holdings Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  21 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Q2 Holdings Inc (QTWO) in 21 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows QTWO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QTWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Q2 Holdings Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QTWO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QTWO stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held QTWO — position size vs. price
% of Fund (quarterly)    QTWO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 421 +188 +80.7% 0.00% $20K 2026-04-13 $47.98
2025 Q4 ADDED — — — 233 +120 +106.2% 0.00% $17K 2026-01-07 $71.50
2025 Q3 ADDED — — — 113 +34 +43.0% 0.00% $8K 2025-10-22 $61.43
2025 Q2 ADDED — — — 79 +34 +75.6% 0.00% $7K 2025-07-09 $94.97
2025 Q1 ADDED — — — 45 +29 +181.2% 0.00% $4K 2025-04-01 $81.47
2024 Q4 ADDED — — — 16 +13 +433.3% 0.00% $2K 2025-01-16 $93.36
2024 Q3 REDUCED 72.7% +26.3% ❌ 3 -8 -72.7% 0.00% $239 2024-10-02 $78.55
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding QTWO

As of 2026 Q1 — sorted by position size

Tensile Capital Management LP 3Y 7Y 6.03% CYPRESS POINT INVESTMENT MANAGEMENT LP 5.47% TREMBLANT CAPITAL GROUP 3Y 7Y 2.59% ALGEBRIS (UK) LTD 3Y 7Y 2.38% BROWN CAPITAL MANAGEMENT LLC 3Y 7Y 1.7% Conestoga Capital Advisors, LLC 3Y 7Y 1.68% Summit Creek Advisors LLC 3Y 7Y 1.59% North Reef Capital Management LP 3Y 1.01% Pembroke Management, LTD 3Y 7Y 0.63% Future Fund LLC 3Y 0.58%

FAQ About MassMutual Private Wealth & Trust, FSB and QTWO

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning QTWO?

MassMutual Private Wealth & Trust, FSB reported QTWO across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported QTWO position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for QTWO was 0.00% in 2026 Q1.

What is the latest reported QTWO position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 421 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this QTWO ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly QTWO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their QTWO position?

Based on 13F filing dates vs. subsequent QTWO price moves, MassMutual Private Wealth & Trust, FSB correctly timed 5 out of 12 reported position changes (42%). The annualised alpha on QTWO relative to SPY over the holding period was -25.8%.

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