Voleon Capital Management LP Invests $355,000 in Qualys, Inc. $QLYS

Voleon Capital Management LP bought a new stake in Qualys, Inc. (NASDAQ:QLYS) in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 2,821 shares of the software maker’s stock, valued at approximately $355,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. SBI Securities Co. Ltd. raised its stake in shares of Qualys by 82.7% during the first quarter. SBI Securities Co. Ltd. now owns 369 shares of the software maker’s stock valued at $46,000 after purchasing an additional 167 shares during the period. Manchester Capital Management LLC grew its stake in shares of Qualys by 52.4% during the first quarter. Manchester Capital Management LLC now owns 436 shares of the software maker’s stock valued at $55,000 after acquiring an additional 150 shares in the last quarter. Fifth Third Bancorp increased its position in shares of Qualys by 27.9% during the first quarter. Fifth Third Bancorp now owns 500 shares of the software maker’s stock worth $63,000 after acquiring an additional 109 shares during the last quarter. Quarry LP lifted its stake in shares of Qualys by 154.9% in the first quarter. Quarry LP now owns 576 shares of the software maker’s stock worth $73,000 after acquiring an additional 350 shares in the last quarter. Finally, Signaturefd LLC boosted its holdings in Qualys by 96.4% in the first quarter. Signaturefd LLC now owns 601 shares of the software maker’s stock valued at $76,000 after purchasing an additional 295 shares during the last quarter. 99.31% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Qualys news, Director John A. Zangardi sold 3,860 shares of the firm’s stock in a transaction that occurred on Friday, August 22nd. The shares were sold at an average price of $134.82, for a total value of $520,405.20. Following the sale, the director owned 7,174 shares in the company, valued at approximately $967,198.68. This trade represents a 34.98% 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, Director Kristi Marie Rogers sold 1,700 shares of the stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $134.70, for a total value of $228,990.00. Following the completion of the transaction, the director directly owned 8,596 shares of the company’s stock, valued at $1,157,881.20. This trade represents a 16.51% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 52,222 shares of company stock worth $7,252,957 over the last ninety days. Insiders own 1.00% of the company’s stock.

Qualys Trading Down 1.5%

NASDAQ:QLYS opened at $133.11 on Wednesday. The stock has a 50 day moving average of $136.09 and a 200-day moving average of $132.93. The firm has a market capitalization of $4.81 billion, a PE ratio of 26.57 and a beta of 0.65. Qualys, Inc. has a 52 week low of $112.61 and a 52 week high of $170.00.

Qualys (NASDAQ:QLYS) last released its quarterly earnings data on Tuesday, August 5th. The software maker reported $1.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.47 by $0.21. The business had revenue of $164.06 million during the quarter, compared to analyst estimates of $161.25 million. Qualys had a return on equity of 37.19% and a net margin of 29.04%.The business’s revenue for the quarter was up 10.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.52 EPS. Qualys has set its FY 2025 guidance at 6.200-6.5 EPS. Q3 2025 guidance at 1.500-1.6 EPS. As a group, analysts predict that Qualys, Inc. will post 3.85 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts have issued reports on QLYS shares. Morgan Stanley upped their target price on Qualys from $90.00 to $97.00 and gave the company an “underweight” rating in a research report on Wednesday, August 6th. UBS Group upped their price target on shares of Qualys from $140.00 to $150.00 and gave the company a “neutral” rating in a report on Wednesday, August 6th. Wall Street Zen lowered shares of Qualys from a “buy” rating to a “hold” rating in a report on Saturday, August 30th. Scotiabank boosted their price objective on Qualys from $142.00 to $150.00 and gave the company a “sector perform” rating in a report on Wednesday, August 6th. Finally, Wedbush increased their target price on Qualys from $145.00 to $155.00 and gave the stock an “outperform” rating in a report on Wednesday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $141.00.

Qualys Profile

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.