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

Posted by Brenda Bartman on Aug 22nd, 2026

Heron Bay Capital Management purchased a new stake in Qualys, Inc. (NASDAQ:QLYS – Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 32,006 shares of the software maker’s stock, valued at approximately $4,401,000.

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

Wall Street Analyst Weigh In

Several equities research analysts recently commented on QLYS shares. Canaccord Genuity Group set a $190.00 price target on shares of Qualys in a research note on Wednesday, August 5th. Jefferies Financial Group raised their price objective on Qualys from $150.00 to $185.00 and gave the stock a “hold” rating in a report on Wednesday, August 5th. JPMorgan Chase & Co. raised their price objective on Qualys from $139.00 to $150.00 and gave the stock a “neutral” rating in a report on Monday, July 27th. DA Davidson lifted their target price on Qualys from $135.00 to $165.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 5th. Finally, Northland Securities set a $208.00 target price on Qualys in a report on Wednesday, August 5th. Two equities research analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $170.53.

Check Out Our Latest Stock Report on QLYS

Qualys Price Performance

Shares of Qualys stock opened at $181.98 on Friday. The firm’s fifty day simple moving average is $151.02 and its 200-day simple moving average is $115.98. Qualys, Inc. has a 12 month low of $74.51 and a 12 month high of $201.54. The stock has a market capitalization of $6.30 billion, a price-to-earnings ratio of 31.48 and a beta of 0.60.

Qualys (NASDAQ:QLYS – Get Free Report) last issued its quarterly 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. Qualys had a net margin of 29.38% and a return on equity of 37.52%. The firm had revenue of $182.18 million during the quarter, compared to analysts’ expectations of $178.57 million. During the same quarter in the prior year, the business earned $1.68 EPS. Qualys’s quarterly revenue was up 11.1% compared to the same quarter last year. 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 anticipate that Qualys, Inc. will post 5.85 earnings per share for the current year.

Insider Buying and Selling

In other Qualys news, CEO Sumedh S. Thakar sold 30,000 shares of the stock in a transaction that occurred 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 completion of 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Wendy Pfeiffer sold 500 shares of Qualys 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 transaction, the director owned 12,210 shares in the company, valued at $1,931,499.90. This trade represents a 3.93% 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. Insiders sold 72,845 shares of company stock valued at $9,377,536 in the last quarter. 0.72% of the stock is currently owned by insiders.

Qualys Company Profile

(Free Report)

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.