WINTON GROUP Ltd Grows Stock Holdings in Qualys, Inc. $QLYS

WINTON GROUP Ltd raised its position in shares of Qualys, Inc. (NASDAQ:QLYS) by 380.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 7,893 shares of the software maker’s stock after buying an additional 6,251 shares during the quarter. WINTON GROUP Ltd’s holdings in Qualys were worth $1,049,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of QLYS. RWA Wealth Partners LLC purchased a new stake in shares of Qualys during the third quarter valued at about $80,820,000. Alyeska Investment Group L.P. purchased a new stake in shares of Qualys during the third quarter valued at about $45,854,000. AQR Capital Management LLC lifted its position in shares of Qualys by 46.9% during the second 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 last quarter. Norges Bank purchased a new stake in shares of Qualys during the fourth quarter valued at about $29,158,000. Finally, Fundsmith LLP lifted its position in shares of Qualys by 21.2% during the third 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 last quarter. 99.31% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, insider Bruce K. Posey sold 865 shares of Qualys stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $100.43, for a total value of $86,871.95. Following the completion of the sale, the insider directly owned 65,436 shares in the company, valued at $6,571,737.48. This trade represents a 1.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sumedh S. Thakar sold 13,200 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $114.73, for a total transaction of $1,514,436.00. Following the transaction, the chief executive officer directly owned 249,886 shares of the company’s stock, valued at $28,669,420.78. This represents a 5.02% 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 19,172 shares of company stock worth $2,124,751 in the last three months. Corporate insiders own 1.00% of the company’s stock.

Qualys Stock Down 0.5%

QLYS stock opened at $109.71 on Wednesday. The firm has a 50 day moving average of $93.19 and a 200 day moving average of $112.06. The stock has a market capitalization of $3.86 billion, a PE ratio of 19.70 and a beta of 0.66. Qualys, Inc. has a 52 week low of $74.51 and a 52 week high of $155.47.

Qualys (NASDAQ:QLYS) last released its earnings results on Tuesday, May 5th. The software maker reported $1.95 EPS for the quarter, topping analysts’ consensus estimates of $1.81 by $0.14. The company had revenue of $175.64 million during the quarter, compared to analysts’ expectations of $173.63 million. Qualys had a net margin of 29.41% and a return on equity of 37.15%. Qualys’s revenue for the quarter was up 9.8% on a year-over-year basis. During the same period last year, the business earned $1.67 EPS. 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 research analysts expect that Qualys, Inc. will post 5.47 earnings per share for the current year.

Analyst Ratings Changes

QLYS has been the subject of several analyst reports. Truist Financial decreased their price target on shares of Qualys from $120.00 to $85.00 and set a “hold” rating for the company in a research report on Friday, April 24th. Piper Sandler decreased their price target on shares of Qualys from $135.00 to $100.00 and set a “neutral” rating for the company in a research report on Wednesday, May 6th. Canaccord Genuity Group decreased their price target on shares of Qualys from $150.00 to $125.00 and set a “buy” rating for the company in a research report on Wednesday, May 6th. Royal Bank Of Canada increased their price target on shares of Qualys from $85.00 to $90.00 and gave the company a “sector perform” rating in a research report on Wednesday, May 6th. Finally, Wall Street Zen lowered shares of Qualys from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $122.14.

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.