Qualys, Inc. $QLYS Shares Sold by Quantbot Technologies LP

Quantbot Technologies LP reduced its stake in shares of Qualys, Inc. (NASDAQ:QLYS) by 23.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,270 shares of the software maker’s stock after selling 9,453 shares during the period. Quantbot Technologies LP owned 0.09% of Qualys worth $4,138,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of QLYS. RWA Wealth Partners LLC acquired a new position in Qualys during the third quarter worth approximately $80,820,000. AQR Capital Management LLC boosted its holdings in shares of Qualys by 46.9% in the 2nd quarter. AQR Capital Management LLC now owns 1,012,100 shares of the software maker’s stock valued at $144,133,000 after purchasing an additional 323,324 shares during the last quarter. Vanguard Group Inc. grew its stake in shares of Qualys by 2.9% during the 3rd quarter. Vanguard Group Inc. now owns 4,401,798 shares of the software maker’s stock valued at $582,490,000 after buying an additional 123,962 shares during the period. Acadian Asset Management LLC increased its holdings in shares of Qualys by 100.6% during the 2nd quarter. Acadian Asset Management LLC now owns 136,835 shares of the software maker’s stock worth $19,535,000 after buying an additional 68,632 shares during the last quarter. Finally, Legal & General Group Plc increased its holdings in shares of Qualys by 6.7% during the 2nd quarter. Legal & General Group Plc now owns 1,051,673 shares of the software maker’s stock worth $150,253,000 after buying an additional 65,924 shares during the last quarter. 99.31% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts recently weighed in on the company. Zacks Research cut Qualys from a “strong-buy” rating to a “hold” rating in a report on Monday, January 5th. Northland Securities set a $162.00 price objective on Qualys in a report on Wednesday, November 5th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Qualys in a research note on Monday, December 29th. Scotiabank decreased their target price on Qualys from $139.00 to $135.00 and set a “sector perform” rating for the company in a report on Friday, February 6th. Finally, Wedbush restated an “outperform” rating and issued a $155.00 price target on shares of Qualys in a report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $140.46.

Qualys Stock Performance

Shares of NASDAQ:QLYS opened at $92.47 on Monday. The business’s 50-day simple moving average is $123.00 and its 200 day simple moving average is $131.57. The company has a market cap of $3.30 billion, a P/E ratio of 17.00 and a beta of 0.63. Qualys, Inc. has a one year low of $85.14 and a one year high of $155.47.

Qualys (NASDAQ:QLYS) last issued its quarterly earnings data on Thursday, February 5th. The software maker reported $1.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.78 by $0.09. The company had revenue of $175.28 million during the quarter, compared to the consensus estimate of $173.18 million. Qualys had a net margin of 29.64% and a return on equity of 37.65%. Qualys’s revenue for the quarter was up 10.1% on a year-over-year basis. During the same quarter last year, the company earned $1.60 earnings per share. Qualys has set its Q1 2026 guidance at 1.760-1.830 EPS and its FY 2026 guidance at 7.170-7.450 EPS. Analysts predict that Qualys, Inc. will post 3.85 earnings per share for the current year.

Insider Activity at Qualys

In other news, CFO Joo Mi Kim sold 6,799 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $128.46, for a total transaction of $873,399.54. Following the completion of the sale, the chief financial officer directly owned 88,489 shares in the company, valued at $11,367,296.94. This trade represents a 7.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Sumedh S. Thakar sold 5,000 shares of the stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $133.76, for a total value of $668,800.00. Following the completion of the transaction, the chief executive officer directly owned 247,800 shares of the company’s stock, valued at $33,145,728. This represents a 1.98% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 42,227 shares of company stock valued at $5,875,962. Corporate insiders own 1.00% of the company’s stock.

About Qualys

Qualys, Inc (NASDAQ: QLYS) is a leading provider of cloud-based security and compliance solutions designed to help organizations streamline their IT security programs. Operating on a unified, modular platform, Qualys offers continuous visibility into global IT assets through a combination of lightweight cloud agents and on-premises scanner appliances. The platform supports an array of security and compliance use cases, enabling real-time detection of vulnerabilities, policy violations and misconfigurations across on-premises, cloud and hybrid environments.

The company’s flagship Qualys Cloud Platform delivers a suite of integrated applications, including vulnerability management, detection and response (VMDR), policy compliance, web application scanning, file integrity monitoring, asset inventory and container security.