J2 Capital Management Inc Makes New $642,000 Investment in Qualys, Inc. $QLYS

J2 Capital Management Inc bought a new stake in Qualys, Inc. (NASDAQ:QLYS) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 7,313 shares of the software maker’s stock, valued at approximately $642,000.

A number of other institutional investors and hedge funds have also modified their holdings of the stock. NewEdge Advisors LLC increased its stake in Qualys by 3,948.0% during the 1st quarter. NewEdge Advisors LLC now owns 2,024 shares of the software maker’s stock worth $255,000 after buying an additional 1,974 shares in the last quarter. Sivia Capital Partners LLC acquired a new stake in shares of Qualys in the second quarter worth approximately $292,000. Northwestern Mutual Wealth Management Co. increased its position in shares of Qualys by 3,218.8% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 531 shares of the software maker’s stock worth $76,000 after purchasing an additional 515 shares in the last quarter. EverSource Wealth Advisors LLC raised its stake in Qualys by 482.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 646 shares of the software maker’s stock valued at $92,000 after purchasing an additional 535 shares during the last quarter. Finally, Amundi raised its stake in Qualys by 47.1% in the 2nd quarter. Amundi now owns 21,365 shares of the software maker’s stock valued at $3,076,000 after purchasing an additional 6,844 shares during the last quarter. Hedge funds and other institutional investors own 99.31% of the company’s stock.

Insiders Place Their Bets

In related news, Director Wendy Pfeiffer sold 500 shares of the business’s stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $110.55, for a total value of $55,275.00. Following the sale, the director owned 12,710 shares in the company, valued at approximately $1,405,090.50. The trade was a 3.79% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Thomas Berquist sold 939 shares of the stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $110.75, for a total value of $103,994.25. Following the transaction, the director directly owned 6,781 shares in the company, valued at approximately $750,995.75. The trade was a 12.16% 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. In the last ninety days, insiders sold 21,881 shares of company stock worth $2,423,354. Insiders own 0.88% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on QLYS. TD Cowen reaffirmed a “hold” rating on shares of Qualys in a research note on Tuesday, April 14th. Piper Sandler decreased their price target on shares of Qualys from $135.00 to $100.00 and set a “neutral” rating on the stock in a research note on Wednesday, May 6th. Scotiabank lowered their price target on shares of Qualys from $135.00 to $100.00 and set a “sector perform” rating on the stock in a research report on Wednesday, May 6th. JPMorgan Chase & Co. cut their price objective on shares of Qualys from $113.00 to $87.00 and set an “underweight” rating for the company in a report on Wednesday, May 6th. Finally, Canaccord Genuity Group decreased their target price on shares of Qualys from $150.00 to $125.00 and set a “buy” rating on the stock in a research note on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $122.14.

Qualys Trading Up 0.7%

Qualys stock opened at $116.19 on Friday. The company has a 50-day moving average price of $99.70 and a 200 day moving average price of $109.43. Qualys, Inc. has a 12-month low of $74.51 and a 12-month high of $155.47. The stock has a market cap of $4.09 billion, a P/E ratio of 20.86 and a beta of 0.66.

Qualys (NASDAQ:QLYS) last posted its earnings results on Tuesday, May 5th. The software maker reported $1.95 earnings per share for the quarter, beating the consensus estimate of $1.81 by $0.14. The company had revenue of $175.64 million for the quarter, compared to analyst estimates of $173.63 million. Qualys had a net margin of 29.41% and a return on equity of 37.15%. Qualys’s revenue was up 9.8% on a year-over-year basis. During the same period in the previous year, the business posted $1.67 EPS. 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, analysts forecast that Qualys, Inc. will post 5.47 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.