Arrowstreet Capital Limited Partnership Has $73.16 Million Holdings in Qualys, Inc. $QLYS

Arrowstreet Capital Limited Partnership boosted its stake in Qualys, Inc. (NASDAQ:QLYS) by 127.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 832,796 shares of the software maker’s stock after purchasing an additional 465,952 shares during the quarter. Arrowstreet Capital Limited Partnership’s holdings in Qualys were worth $73,161,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in QLYS. Root Financial Partners LLC raised its holdings in Qualys by 206.2% in the first quarter. Root Financial Partners LLC now owns 297 shares of the software maker’s stock worth $26,000 after purchasing an additional 200 shares during the period. Strive Financial Group LLC bought a new stake in shares of Qualys in the 4th quarter valued at $27,000. Northwestern Mutual Wealth Management Co. raised its stake in Qualys by 204.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 213 shares of the software maker’s stock worth $28,000 after buying an additional 143 shares during the period. Allworth Financial LP raised its stake in Qualys by 86.8% during the 3rd quarter. Allworth Financial LP now owns 284 shares of the software maker’s stock worth $38,000 after buying an additional 132 shares during the period. Finally, Employees Retirement System of Texas bought a new position in Qualys during the fourth quarter worth about $43,000. Institutional investors own 99.31% of the company’s stock.

Qualys Price Performance

Shares of Qualys stock opened at $137.48 on Monday. The firm has a market cap of $4.84 billion, a price-to-earnings ratio of 24.68 and a beta of 0.61. The stock’s 50-day moving average is $125.13 and its 200-day moving average is $110.44. Qualys, Inc. has a one year low of $74.51 and a one year high of $167.86.

Qualys (NASDAQ:QLYS) last posted its quarterly earnings data on Tuesday, May 5th. The software maker reported $1.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.81 by $0.14. Qualys had a return on equity of 37.15% and a net margin of 29.41%.The business had revenue of $175.64 million during the quarter, compared to the consensus estimate of $173.63 million. During the same period last year, the company earned $1.67 earnings per share. Qualys’s quarterly revenue was up 9.8% on a year-over-year basis. Qualys has set its FY 2026 guidance at 7.440-7.650 EPS and its Q2 2026 guidance at 1.730-1.800 EPS. On average, equities analysts expect that Qualys, Inc. will post 5.47 EPS for the current year.

Insider Buying and Selling at Qualys

In other news, Director Thomas Berquist sold 939 shares of the firm’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $110.75, for a total transaction of $103,994.25. Following the completion of the transaction, the director directly owned 6,781 shares of the company’s stock, valued at $750,995.75. This trade represents a 12.16% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sumedh S. Thakar sold 30,000 shares of Qualys stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $135.00, for a total transaction of $4,050,000.00. Following the completion of the sale, the chief executive officer owned 196,686 shares in the company, valued at $26,552,610. This trade represents a 13.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 73,846 shares of company stock valued at $9,239,073 over the last quarter. Insiders own 0.72% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have issued reports on QLYS shares. Morgan Stanley set a $96.00 target price on Qualys in a research note on Wednesday, May 6th. Wall Street Zen cut Qualys from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. William Blair lowered Qualys from an “outperform” rating to a “market perform” rating in a research report on Tuesday, April 28th. Wedbush lowered their target price on Qualys from $155.00 to $125.00 and set an “outperform” rating for the company in a research note on Thursday, May 7th. Finally, Royal Bank Of Canada restated a “sector perform” rating and set a $145.00 target price on shares of Qualys in a report on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Qualys presently has a consensus rating of “Hold” and a consensus price target of $141.80.

Qualys Company Profile

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.