32,006 Shares in Qualys, Inc. $QLYS Acquired by Heron Bay Capital Management

Heron Bay Capital Management bought a new stake in Qualys, Inc. (NASDAQ:QLYS) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 32,006 shares of the software maker’s stock, valued at approximately $4,401,000. Heron Bay Capital Management owned about 0.09% of Qualys as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in QLYS. BlackRock Inc. purchased a new position in shares of Qualys during the second quarter worth $792,316,000. Fuller & Thaler Asset Management Inc. acquired a new position in Qualys during the 4th quarter worth about $78,591,000. Arrowstreet Capital Limited Partnership boosted its holdings in Qualys by 127.0% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 832,796 shares of the software maker’s stock valued at $73,161,000 after acquiring an additional 465,952 shares during the period. Alyeska Investment Group L.P. purchased a new position in Qualys during the 3rd quarter valued at about $45,854,000. Finally, AQR Capital Management LLC grew its position in Qualys by 46.9% in the 2nd quarter. AQR Capital Management LLC now owns 1,012,100 shares of the software maker’s stock valued at $144,133,000 after acquiring an additional 323,324 shares in the last quarter. Hedge funds and other institutional investors own 99.31% of the company’s stock.

Analyst Upgrades and Downgrades

QLYS has been the topic of a number of recent research reports. Northland Securities set a $208.00 price target on shares of Qualys in a research note on Wednesday, August 5th. Royal Bank Of Canada lifted their price objective on shares of Qualys from $145.00 to $180.00 and gave the company a “sector perform” rating in a report on Wednesday, August 5th. Wall Street Zen raised shares of Qualys from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Zacks Research upgraded shares of Qualys from a “hold” rating to a “strong-buy” rating in a report on Tuesday, August 11th. Finally, William Blair cut shares of Qualys from an “outperform” rating to a “market perform” rating in a research report on Tuesday, April 28th. Two analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $170.53.

Insider Activity

In other Qualys news, insider Bruce K. Posey sold 866 shares of the stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $184.23, for a total value of $159,543.18. Following the sale, the insider directly owned 59,554 shares of the company’s stock, valued at approximately $10,971,633.42. This represents a 1.43% decrease in their position. The sale was disclosed in a document filed with the SEC, 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 30,000 shares of Qualys stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $135.00, for a total transaction of $4,050,000.00. Following the sale, the chief executive officer directly owned 196,686 shares of the company’s stock, valued at approximately $26,552,610. This trade represents a 13.23% 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. In the last 90 days, insiders sold 72,845 shares of company stock valued at $9,377,536. 0.72% of the stock is currently owned by company insiders.

Qualys Stock Performance

Shares of QLYS opened at $181.98 on Friday. The stock has a 50-day simple moving average of $151.02 and a 200-day simple moving average of $115.98. The stock has a market capitalization of $6.30 billion, a PE ratio of 31.48 and a beta of 0.60. Qualys, Inc. has a 1 year low of $74.51 and a 1 year high of $201.54.

Qualys (NASDAQ:QLYS) last released its earnings results on Tuesday, August 4th. The software maker reported $1.98 earnings per share for the quarter, topping analysts’ consensus estimates of $1.78 by $0.20. The firm had revenue of $182.18 million for the quarter, compared to analyst estimates of $178.57 million. Qualys had a net margin of 29.38% and a return on equity of 37.52%. The business’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.68 earnings per share. Qualys has set its FY 2026 guidance at 7.740-7.880 EPS and its Q3 2026 guidance at 1.910-1.980 EPS. Analysts predict that Qualys, Inc. will post 5.85 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.