Assenagon Asset Management S.A. Has $1.32 Million Position in Qualys, Inc. $QLYS

Assenagon Asset Management S.A. cut its holdings in shares of Qualys, Inc. (NASDAQ:QLYS) by 64.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,892 shares of the software maker’s stock after selling 17,901 shares during the quarter. Assenagon Asset Management S.A.’s holdings in Qualys were worth $1,315,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of QLYS. GHP Investment Advisors Inc. acquired a new stake in shares of Qualys in the third quarter valued at about $29,000. Versant Capital Management Inc raised its holdings in Qualys by 451.0% during the third quarter. Versant Capital Management Inc now owns 270 shares of the software maker’s stock worth $36,000 after acquiring an additional 221 shares in the last quarter. Allworth Financial LP boosted its position in Qualys by 86.8% during the third quarter. Allworth Financial LP now owns 284 shares of the software maker’s stock valued at $38,000 after purchasing an additional 132 shares during the last quarter. Abich Financial Wealth Management LLC acquired a new position in Qualys during the third quarter valued at approximately $55,000. Finally, Horizon Investments LLC bought a new position in Qualys in the third quarter valued at approximately $57,000. 99.31% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Qualys

In other news, CFO Joo Mi Kim sold 6,799 shares of the stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $128.46, for a total value of $873,399.54. Following the transaction, the chief financial officer directly owned 88,489 shares of the company’s stock, valued at $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 Securities & Exchange Commission, which can be accessed through this link. Also, CEO Sumedh S. Thakar sold 5,000 shares of the firm’s stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $133.76, for a total transaction of $668,800.00. Following the sale, the chief executive officer owned 247,800 shares of the company’s stock, valued at approximately $33,145,728. This represents a 1.98% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 21,232 shares of company stock valued at $2,789,020 in the last quarter. 1.00% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research analysts have weighed in on the company. Canaccord Genuity Group set a $150.00 price target on Qualys in a research report on Friday, February 6th. Wedbush reissued an “outperform” rating and issued a $155.00 price objective on shares of Qualys in a report on Friday, February 6th. Scotiabank decreased their target price on shares of Qualys from $139.00 to $135.00 and set a “sector perform” rating for the company in a research note on Friday, February 6th. Royal Bank Of Canada lowered their target price on shares of Qualys from $140.00 to $134.00 and set a “sector perform” rating on the stock in a report on Friday, February 6th. Finally, JPMorgan Chase & Co. dropped their price target on shares of Qualys from $117.00 to $113.00 and set an “underweight” rating on the stock in a research report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $140.46.

Qualys Stock Down 0.1%

NASDAQ:QLYS opened at $87.85 on Wednesday. The stock’s 50 day moving average price is $105.44 and its two-hundred day moving average price is $125.60. The firm has a market capitalization of $3.13 billion, a price-to-earnings ratio of 16.15 and a beta of 0.62. Qualys, Inc. has a 12-month low of $82.06 and a 12-month high of $155.47.

Qualys (NASDAQ:QLYS) last issued its earnings results on Thursday, February 5th. The software maker reported $1.87 EPS for the quarter, topping the consensus estimate of $1.78 by $0.09. The company had revenue of $175.28 million during the quarter, compared to the consensus estimate of $173.18 million. Qualys had a return on equity of 37.65% and a net margin of 29.64%.The firm’s revenue for the quarter was up 10.1% compared to the same quarter last year. During the same period in the previous year, the company 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. Equities research analysts expect that Qualys, Inc. will post 3.85 EPS for the current year.

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.