Y Intercept Hong Kong Ltd Has $4.15 Million Stake in Qualys, Inc. $QLYS

Y Intercept Hong Kong Ltd increased its stake in shares of Qualys, Inc. (NASDAQ:QLYS) by 540.1% during the 1st quarter, Holdings Channel.com reports. The firm owned 47,194 shares of the software maker’s stock after acquiring an additional 39,821 shares during the quarter. Y Intercept Hong Kong Ltd’s holdings in Qualys were worth $4,146,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of QLYS. First Trust Advisors LP raised its position in Qualys by 24.1% in the 4th quarter. First Trust Advisors LP now owns 1,372,587 shares of the software maker’s stock worth $182,417,000 after purchasing an additional 266,924 shares during the last quarter. Geode Capital Management LLC boosted its position in Qualys by 4.0% in the 4th quarter. Geode Capital Management LLC now owns 1,256,002 shares of the software maker’s stock valued at $168,380,000 after buying an additional 48,877 shares during the last quarter. Legal & General Group Plc boosted its position in Qualys by 7.0% in the 4th quarter. Legal & General Group Plc now owns 1,156,412 shares of the software maker’s stock valued at $153,687,000 after buying an additional 75,397 shares during the last quarter. AQR Capital Management LLC increased its stake 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 buying an additional 323,324 shares during the period. Finally, Fundsmith LLP increased its stake in shares of Qualys by 21.2% in the 3rd quarter. Fundsmith LLP now owns 870,859 shares of the software maker’s stock valued at $115,241,000 after buying an additional 152,257 shares during the period. Institutional investors and hedge funds own 99.31% of the company’s stock.

Qualys Stock Performance

Shares of Qualys stock opened at $148.12 on Monday. The firm has a fifty day moving average of $106.09 and a two-hundred day moving average of $108.92. The stock has a market capitalization of $5.22 billion, a price-to-earnings ratio of 26.59 and a beta of 0.61. Qualys, Inc. has a 52 week low of $74.51 and a 52 week high of $155.47.

Qualys (NASDAQ:QLYS) last posted its quarterly earnings results on Tuesday, May 5th. The software maker reported $1.95 earnings per share (EPS) for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $173.63 million. During the same period last year, the company earned $1.67 EPS. The firm’s 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. As a group, research analysts forecast that Qualys, Inc. will post 5.47 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

QLYS has been the subject of a number of recent research reports. Piper Sandler dropped their target price on Qualys from $135.00 to $100.00 and set a “neutral” rating for the company in a research report on Wednesday, May 6th. Wall Street Zen lowered Qualys from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Morgan Stanley set a $96.00 price objective on Qualys in a report on Wednesday, May 6th. Truist Financial cut their target price on shares of Qualys from $120.00 to $85.00 and set a “hold” rating on the stock in a research report on Friday, April 24th. Finally, TD Cowen reaffirmed a “hold” rating on shares of Qualys in a research note on Tuesday, April 14th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $125.86.

Insider Buying and Selling

In other news, Director Thomas Berquist sold 939 shares of the company’s stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $110.75, for a total value of $103,994.25. Following the completion of the sale, the director directly owned 6,781 shares of the company’s stock, valued at $750,995.75. This represents a 12.16% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sumedh S. Thakar sold 30,000 shares of the 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 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. Over the last three months, insiders sold 71,881 shares of company stock worth $8,945,654. Corporate insiders own 1.00% of the company’s stock.

Qualys 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.