Ieq Capital LLC Purchases New Holdings in Qualys, Inc. $QLYS

Key Points

• Ieq Capital acquired 7,429 Qualys shares during the second quarter, valued at approximately $1.02 million. Institutional investors collectively own 99.31% of the company.
• Qualys reported quarterly EPS of $1.98, exceeding the $1.78 consensus estimate, while revenue rose 11.1% year over year to $182.18 million. The company issued fiscal 2026 EPS guidance of $7.74–$7.88.
• Analysts maintain a generally cautious view, with an average rating of “Hold” and a $170.53 price target, despite recent target increases. Qualys shares opened at $188.59, near their 52-week high of $201.54.

Ieq Capital LLC acquired a new position in Qualys, Inc. (NASDAQ:QLYS - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 7,429 shares of the software maker's stock, valued at approximately $1,021,000.

Other large investors also recently bought and sold shares of the company. Root Financial Partners LLC boosted its stake in shares of Qualys by 206.2% in the first quarter. Root Financial Partners LLC now owns 297 shares of the software maker's stock worth $26,000 after acquiring an additional 200 shares during the last quarter. Strive Financial Group LLC purchased a new stake in shares of Qualys during the fourth quarter worth approximately $27,000. Northwestern Mutual Wealth Management Co. raised its stake in Qualys by 204.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 213 shares of the software maker's stock valued at $28,000 after purchasing an additional 143 shares during the last quarter. Kilter Group LLC acquired a new position in Qualys in the 2nd quarter valued at $31,000. Finally, Employees Retirement System of Texas purchased a new position in Qualys in the 4th quarter valued at $43,000. 99.31% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director Wendy Pfeiffer sold 500 shares of the stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $158.19, for a total value of $79,095.00. Following the completion of the sale, the director owned 12,210 shares of the company's stock, valued at $1,931,499.90. This represents a 3.93% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce K. Posey sold 866 shares of the firm's stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $184.23, for a total transaction of $159,543.18. Following the sale, the insider owned 59,554 shares of the company's stock, valued at $10,971,633.42. This represents a 1.43% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 72,845 shares of company stock valued at $9,377,536 in the last ninety days. 0.72% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on QLYS shares. Wall Street Zen raised shares of Qualys from a "hold" rating to a "buy" rating in a research note on Saturday, August 8th. Weiss Ratings upgraded shares of Qualys from a "hold (c)" rating to a "hold (c+)" rating in a research report on Monday. DA Davidson raised their price target on shares of Qualys from $135.00 to $165.00 and gave the stock a "neutral" rating in a research note on Wednesday, August 5th. Piper Sandler boosted their price target on shares of Qualys from $100.00 to $175.00 and gave the stock a "neutral" rating in a research report on Wednesday, August 5th. Finally, Robert W. Baird set a $160.00 price objective on shares of Qualys in a research note on Wednesday, August 5th. Two research analysts have rated the stock with a Strong Buy rating, three have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and an average price target of $170.53.

Qualys Stock Performance

NASDAQ QLYS opened at $188.59 on Friday. The stock's fifty day moving average is $156.38 and its two-hundred day moving average is $117.42. The firm has a market capitalization of $6.53 billion, a P/E ratio of 32.63 and a beta of 0.60. Qualys, Inc. has a fifty-two week low of $74.51 and a fifty-two week high of $201.54.

Qualys (NASDAQ:QLYS - Get Free Report) last issued its earnings results on Tuesday, August 4th. The software maker reported $1.98 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.78 by $0.20. The business had revenue of $182.18 million during the quarter, compared to the consensus estimate of $178.57 million. Qualys had a return on equity of 37.52% and a net margin of 29.38%.The company's revenue for the quarter was up 11.1% on a year-over-year basis. During the same period last year, the company earned $1.68 EPS. Qualys has set its FY 2026 guidance at 7.740-7.880 EPS and its Q3 2026 guidance at 1.910-1.980 EPS. As a group, sell-side analysts forecast that Qualys, Inc. will post 5.85 EPS for the current year.

About Qualys

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.

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