Vise Technologies Inc. Buys New Stake in Qualys, Inc. $QLYS

Vise Technologies Inc. bought a new position in Qualys, Inc. (NASDAQ:QLYS) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,458 shares of the software maker’s stock, valued at approximately $750,000.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. BlackRock Inc. bought a new stake in Qualys in the second quarter valued at $792,316,000. First Trust Advisors LP lifted its holdings in shares of Qualys by 24.1% during the fourth quarter. First Trust Advisors LP now owns 1,372,587 shares of the software maker’s stock valued at $182,417,000 after acquiring an additional 266,924 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Qualys by 4.0% during the fourth quarter. Geode Capital Management LLC now owns 1,256,002 shares of the software maker’s stock valued at $168,380,000 after acquiring an additional 48,877 shares during the period. Legal & General Group Plc boosted its stake in shares of 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 purchasing an additional 75,397 shares in the last quarter. Finally, AQR Capital Management LLC boosted 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 purchasing an additional 323,324 shares in the last quarter. Institutional investors own 99.31% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on QLYS shares. William Blair cut shares of Qualys from an “outperform” rating to a “market perform” rating in a research report on Tuesday, April 28th. Wall Street Zen upgraded shares of Qualys from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. TD Cowen upped their price objective on shares of Qualys from $145.00 to $170.00 and gave the stock a “hold” rating in a research note on Wednesday, August 5th. Zacks Research raised shares of Qualys from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, August 11th. Finally, Canaccord Genuity Group set a $190.00 price objective on shares of Qualys in a report on Wednesday, August 5th. Two investment analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $170.53.

Qualys Stock Performance

Shares of NASDAQ:QLYS opened at $181.98 on Monday. Qualys, Inc. has a twelve month low of $74.51 and a twelve month high of $201.54. The firm has a market cap of $6.30 billion, a PE ratio of 31.48 and a beta of 0.60. The business has a fifty day moving average of $151.02 and a 200-day moving average of $115.84.

Qualys (NASDAQ:QLYS) last released its quarterly earnings results on Tuesday, August 4th. The software maker reported $1.98 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.78 by $0.20. Qualys had a return on equity of 37.52% and a net margin of 29.38%.The business had revenue of $182.18 million during the quarter, compared to analysts’ expectations of $178.57 million. During the same period in the previous year, the business posted $1.68 earnings per share. The firm’s revenue for the quarter was up 11.1% compared to the same quarter last year. Qualys has set its FY 2026 guidance at 7.740-7.880 EPS and its Q3 2026 guidance at 1.910-1.980 EPS. On average, analysts anticipate that Qualys, Inc. will post 5.85 EPS for the current fiscal year.

Insider Activity at Qualys

In other news, Director Thomas Berquist sold 939 shares of the 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 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sumedh S. Thakar sold 30,000 shares of the firm’s 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 directly owned 196,686 shares of the company’s stock, valued at approximately $26,552,610. This represents a 13.23% decrease in their position. 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. In the last three months, insiders sold 72,845 shares of company stock valued at $9,377,536. Insiders own 0.72% of the company’s stock.

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.