Qualys, Inc. $QLYS Shares Sold by Fieldview Capital Management LLC

Fieldview Capital Management LLC reduced its position in Qualys, Inc. (NASDAQ:QLYS) by 33.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,846 shares of the software maker’s stock after selling 9,769 shares during the period. Fieldview Capital Management LLC owned approximately 0.06% of Qualys worth $2,626,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. RWA Wealth Partners LLC acquired a new stake in Qualys during the 3rd quarter worth approximately $80,820,000. AQR Capital Management LLC lifted its position in 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 in the last quarter. Vanguard Group Inc. grew its stake in Qualys by 2.9% during the third quarter. Vanguard Group Inc. now owns 4,401,798 shares of the software maker’s stock worth $582,490,000 after buying an additional 123,962 shares during the period. American Century Companies Inc. grew its stake in Qualys by 74.3% during the third quarter. American Century Companies Inc. now owns 186,584 shares of the software maker’s stock worth $24,691,000 after buying an additional 79,557 shares during the period. Finally, Acadian Asset Management LLC increased its position in shares of Qualys by 100.6% in the second quarter. Acadian Asset Management LLC now owns 136,835 shares of the software maker’s stock worth $19,535,000 after acquiring an additional 68,632 shares in the last quarter. Hedge funds and other institutional investors own 99.31% of the company’s stock.

Qualys Price Performance

Qualys stock opened at $98.66 on Monday. Qualys, Inc. has a 12-month low of $85.14 and a 12-month high of $155.47. The company has a market capitalization of $3.52 billion, a price-to-earnings ratio of 18.14 and a beta of 0.63. The firm’s fifty day moving average price is $118.81 and its 200 day moving average price is $130.40.

Qualys (NASDAQ:QLYS) last issued its quarterly earnings data on Thursday, February 5th. The software maker reported $1.87 EPS for the quarter, topping analysts’ consensus estimates of $1.78 by $0.09. The firm had revenue of $175.28 million for the quarter, compared to analyst estimates of $173.18 million. Qualys had a net margin of 29.64% and a return on equity of 37.65%. The firm’s revenue was up 10.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.60 EPS. 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 forecast that Qualys, Inc. will post 3.85 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

QLYS has been the topic of a number of research reports. Scotiabank cut their target price on shares of Qualys from $139.00 to $135.00 and set a “sector perform” rating on the stock in a research note on Friday, February 6th. Weiss Ratings reissued a “hold (c+)” rating on shares of Qualys in a research report on Monday, December 29th. Truist Financial reaffirmed a “hold” rating and issued a $120.00 target price (down from $130.00) on shares of Qualys in a research report on Friday, February 6th. Berenberg Bank assumed coverage on Qualys in a research note on Tuesday, November 18th. They issued a “hold” rating and a $165.00 target price for the company. Finally, Morgan Stanley reiterated an “underweight” rating and set a $117.00 target price on shares of Qualys in a report on Thursday, December 18th. One equities research 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 given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $140.46.

Insider Buying and Selling

In related news, CFO Joo Mi Kim sold 6,799 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $128.46, for a total value of $873,399.54. Following the completion of the transaction, the chief financial officer owned 88,489 shares of the company’s stock, valued at approximately $11,367,296.94. This represents a 7.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Sumedh S. Thakar sold 8,500 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $147.12, for a total value of $1,250,520.00. Following the sale, the chief executive officer owned 252,800 shares of the company’s stock, valued at approximately $37,191,936. This trade represents a 3.25% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 30,744 shares of company stock worth $4,186,464. 1.00% of the stock is currently owned by corporate insiders.

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.