Qualys, Inc. $QLYS Shares Purchased by Graham Capital Management L.P.

by · The Cerbat Gem

Graham Capital Management L.P. boosted its stake in Qualys, Inc. (NASDAQ:QLYS – Free Report) by 72.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,702 shares of the software maker’s stock after buying an additional 7,849 shares during the period. Graham Capital Management L.P.’s holdings in Qualys were worth $2,355,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the stock. Northern Trust Corp increased its position in Qualys by 10.1% in the fourth quarter. Northern Trust Corp now owns 571,016 shares of the software maker’s stock worth $80,068,000 after buying an additional 52,256 shares during the period. Penserra Capital Management LLC grew its stake in shares of Qualys by 53.3% in the first quarter. Penserra Capital Management LLC now owns 499,084 shares of the software maker’s stock worth $62,849,000 after purchasing an additional 173,512 shares in the last quarter. London Co. of Virginia grew its stake in shares of Qualys by 2.8% in the fourth quarter. London Co. of Virginia now owns 464,304 shares of the software maker’s stock worth $65,105,000 after purchasing an additional 12,599 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Qualys by 37.5% in the fourth quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 423,576 shares of the software maker’s stock worth $59,393,000 after purchasing an additional 115,427 shares in the last quarter. Finally, Invesco Ltd. grew its stake in shares of Qualys by 2.8% in the first quarter. Invesco Ltd. now owns 415,582 shares of the software maker’s stock worth $52,334,000 after purchasing an additional 11,481 shares in the last quarter. 99.31% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Qualys

In other news, CFO Joo Mi Kim sold 1,018 shares of the company’s stock in a transaction on Tuesday, August 5th. The stock was sold at an average price of $132.26, for a total transaction of $134,640.68. Following the completion of the sale, the chief financial officer directly owned 94,468 shares of the company’s stock, valued at $12,494,337.68. This represents a 1.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director John A. Zangardi sold 3,103 shares of the company’s stock in a transaction on Wednesday, August 27th. The shares were sold at an average price of $134.94, for a total value of $418,718.82. Following the sale, the director directly owned 4,071 shares of the company’s stock, valued at approximately $549,340.74. This represents a 43.25% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 52,223 shares of company stock valued at $7,257,452 over the last 90 days. 1.00% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on QLYS. UBS Group increased their price target on Qualys from $140.00 to $150.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 6th. Wedbush increased their price target on Qualys from $145.00 to $155.00 and gave the stock an “outperform” rating in a research note on Wednesday, August 6th. DA Davidson increased their price target on Qualys from $130.00 to $135.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 6th. Wall Street Zen cut Qualys from a “buy” rating to a “hold” rating in a research note on Saturday. Finally, Scotiabank raised their target price on Qualys from $142.00 to $150.00 and gave the company a “sector perform” rating in a research note on Wednesday, August 6th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Qualys presently has an average rating of “Hold” and a consensus target price of $141.00.

Get Our Latest Analysis on Qualys

Qualys Stock Up 0.4%

Shares of QLYS stock opened at $135.81 on Tuesday. The stock has a 50-day simple moving average of $136.97 and a 200 day simple moving average of $133.20. Qualys, Inc. has a fifty-two week low of $112.61 and a fifty-two week high of $170.00. The stock has a market capitalization of $4.90 billion, a P/E ratio of 27.11 and a beta of 0.65.

Qualys (NASDAQ:QLYS – Get Free Report) last announced its earnings results on Tuesday, August 5th. The software maker reported $1.68 earnings per share for the quarter, beating the consensus estimate of $1.47 by $0.21. Qualys had a return on equity of 37.19% and a net margin of 29.04%.The business had revenue of $164.06 million during the quarter, compared to analysts’ expectations of $161.25 million. During the same quarter last year, the business posted $1.52 earnings per share. The company’s quarterly revenue was up 10.3% on a year-over-year basis. Qualys has set its FY 2025 guidance at 6.200-6.5 EPS. Q3 2025 guidance at 1.500-1.6 EPS. On average, sell-side analysts anticipate that Qualys, Inc. will post 3.85 earnings per share for the current year.

About Qualys

(Free Report)

Qualys, Inc, together with its subsidiaries, provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally. It offers Qualys Cloud Apps, which include Cybersecurity Asset Management and External Attack Surface Management; Vulnerability Management, Detection and Response; Web Application Scanning; Patch Management; Custom Assessment and Remediation; Multi-Vector Endpoint Detection and Response; Context Extended Detection and Response; Policy Compliance; File Integrity Monitoring; and Qualys TotalCloud, as well as Cloud Workload Protection, Cloud Detection and Response, Cloud Security Posture Management, Infrastructure as Code, and Container Security.

Read More

Want to see what other hedge funds are holding QLYS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Qualys, Inc. (NASDAQ:QLYS – Free Report).