← BackQ2 Holdings, Inc. · SoftwareQTWO
Low riskNext report: In 7 days (est.)
The short versionA profitable company with growing sales. Institutions are adding.
Going well
- Sales up 13% in the latest quarter vs a year ago
- Profitable
- Sales up 14% last year
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 5.4% to their holdings in the quarter ending June 2026 (174 bought, 165 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$69.84+0.7% that day
- Company value
- $4.4B
- Share price times all shares
- Price vs profit (P/E)
- 49.9x
- You pay about $50 for each $1 of yearly profit
- Price vs sales
- 5.1x
- Company value is 5.1 times a year of sales
- Cash vs value
- 2%
- Cash as a share of company value
From QTWO's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$219.8M+13% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $846.2M, up 14% from the 12 months before. Over 5 years, sales grew about 15% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.8.8%
- PassDebt under half of equityNot relying on borrowed money.No debt reported
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.6.5%
- MissProfitable every yearSteady profits, not one good year.1 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$194.7M
- MissShare count not growingNot diluting owners. Falling means buybacks.+13.6% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.54.1%
- Revenue
- $794.8M
- +14.1% vs prior year
- 5-year growth
- +14.6%/yr
- revenue, per year
- Total debt
- None
- 0.00x equity
- Current ratio
- 1.02x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $219.8M
- +12.6% YoY
- EPS
- $0.46
- vs $0.18
- Op. margin
- 13.4%
- +8.4 pts
- Gross margin
- 59.2%
- +5.6 pts
- Free cash flow
- $59.0M
- Share count
- -6.1%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 0.6
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+5.4%Institutions added 5.4% to their holdings. 174 bought, 165 sold.
Shares held by institutions66.5M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+2.2%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
No debt reportedShares outstandingLatest reported
62MNext reportIn 7 days (est.)Estimated from the same quarter last year
- Results filedJul 29
- Results filedApr 29
- Results filedFeb 11
- Results filedNov 5, 2025
- Results filedJul 30, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
SoldMichael S KerrGeneral Counsel
636 shares at $60.96 · $39K
- -1% of holdings
- Now owns 80,739 shares
- Not a pre-planned sale
- Filed same day
SoldJonathan PriceChief Financial Officer
77,180 shares at $65.71 · $5.1M
- -27% of holdings
- Now owns 207,633 shares
- Not a pre-planned sale
- Filed 1 day after trade
SoldKimberly Anne RutledgeChief People Officer
10,000 shares at $63.07 · $631K
- -8% of holdings
- Now owns 113,913 shares
- Pre-planned sale (10b5-1)
- Filed 2 days after trade
SoldKirk L ColemanChief Business Officer
3,603 shares at $43.48 · $157K
- -1% of holdings
- Now owns 329,658 shares
- Not a pre-planned sale
- Filed 2 days after trade
Stock awardRebecca Lynn AtchisonDirector
4,741 shares
- +21% of holdings
- Now owns 26,981 shares
- Filed 2 days after trade
Stock awardJames OfferdahlDirector
4,741 shares
- +28% of holdings
- Now owns 21,739 shares
- Filed 2 days after trade