SG Americas Securities LLC Has $5.51 Million Position in Qualys, Inc. $QLYS

SG Americas Securities LLC grew its holdings in shares of Qualys, Inc. (NASDAQ:QLYS) by 87.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 62,671 shares of the software maker’s stock after buying an additional 29,255 shares during the quarter. SG Americas Securities LLC’s holdings in Qualys were worth $5,506,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. BI Asset Management Fondsmaeglerselskab A S increased its position in shares of Qualys by 77.4% in the first quarter. BI Asset Management Fondsmaeglerselskab A S now owns 62,973 shares of the software maker’s stock valued at $5,532,000 after acquiring an additional 27,484 shares during the last quarter. Rockefeller Capital Management L.P. raised its holdings in Qualys by 10.6% during the fourth quarter. Rockefeller Capital Management L.P. now owns 5,018 shares of the software maker’s stock worth $667,000 after acquiring an additional 480 shares in the last quarter. Caitong International Asset Management Co. Ltd boosted its position in Qualys by 37,400.0% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 375 shares of the software maker’s stock valued at $50,000 after purchasing an additional 374 shares during the last quarter. Pacer Advisors Inc. boosted its position in Qualys by 31.1% during the fourth quarter. Pacer Advisors Inc. now owns 9,014 shares of the software maker’s stock valued at $1,198,000 after purchasing an additional 2,140 shares during the last quarter. Finally, Virtu Financial LLC bought a new position in Qualys in the fourth quarter valued at approximately $277,000. 99.31% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Qualys

In other Qualys news, CFO Joo Mi Kim sold 1,031 shares of the company’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $111.67, for a total value of $115,131.77. Following the transaction, the chief financial officer directly owned 82,180 shares of the company’s stock, valued at $9,177,040.60. This represents a 1.24% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Jeffrey P. Hank sold 470 shares of the stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $108.88, for a total value of $51,173.60. Following the transaction, the director owned 16,046 shares in the company, valued at $1,747,088.48. The trade was a 2.85% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 21,881 shares of company stock worth $2,423,354 in the last 90 days. Company insiders own 1.00% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on QLYS shares. Morgan Stanley set a $96.00 price target on Qualys in a research report on Wednesday, May 6th. TD Cowen reissued a “hold” rating on shares of Qualys in a research note on Tuesday, April 14th. Wall Street Zen downgraded shares of Qualys from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Piper Sandler dropped their price target on shares of Qualys from $135.00 to $100.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 6th. Finally, Wedbush cut their price target on shares of Qualys from $155.00 to $125.00 and set an “outperform” rating for the company in a research note on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, eleven have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $122.14.

Qualys Stock Performance

Shares of QLYS opened at $123.27 on Monday. The firm has a market cap of $4.34 billion, a P/E ratio of 22.13 and a beta of 0.65. Qualys, Inc. has a 52 week low of $74.51 and a 52 week high of $155.47. The firm’s 50-day simple moving average is $100.46 and its 200 day simple moving average is $109.24.

Qualys (NASDAQ:QLYS) last issued its quarterly earnings data on Tuesday, May 5th. The software maker reported $1.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.81 by $0.14. Qualys had a net margin of 29.41% and a return on equity of 37.15%. The firm had revenue of $175.64 million during the quarter, compared to the consensus estimate of $173.63 million. During the same period last year, the business posted $1.67 earnings per share. The business’s revenue for the quarter was up 9.8% compared to the same quarter last year. Qualys has set its FY 2026 guidance at 7.440-7.650 EPS and its Q2 2026 guidance at 1.730-1.800 EPS. As a group, equities analysts forecast that Qualys, Inc. will post 5.47 earnings per share 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.