Terry Smith's QLYS Position Overview
Terry Smith (via Fundsmith Llp) currently holds 870.9K shares of Qualys, Inc. (QLYS) worth $115.24 M, representing 0.58% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Terry Smith has maintained a strategic position in QLYS, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2020, adding 189.9K shares. Largest reduction occurred in Q3 2022, reducing 268.8K shares.
Analysis based on 13F filings available since 2013 Q2
Terry Smith's Qualys (QLYS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Qualys (QLYS) Trades by Terry Smith
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2020 | +623,812 | New Buy | 623,812 | $104.02 |
| Q3 2020 | +189,908 | Add 30.44% | 813,720 | $98.01 |
| Q4 2020 | +120,067 | Add 14.76% | 933,787 | $121.87 |
| Q1 2021 | +127,279 | Add 13.63% | 1.06 M | $104.78 |
| Q2 2021 | +5,608 | Add 0.53% | 1.07 M | $100.69 |
| Q3 2021 | +3,839 | Add 0.36% | 1.07 M | $111.29 |
| Q4 2021 | +2,310 | Add 0.22% | 1.07 M | $137.22 |
| Q1 2022 | -133,995 | Reduce 12.49% | 938,828 | $142.41 |
| Q2 2022 | -8,622 | Reduce 0.92% | 930,206 | $126.14 |
| Q3 2022 | -268,786 | Reduce 28.90% | 661,420 | $139.39 |
| Q4 2022 | -3,013 | Reduce 0.46% | 658,407 | $112.23 |
| Q3 2023 | -4,512 | Reduce 0.69% | 653,895 | $152.55 |
| Q4 2023 | -29,940 | Reduce 4.58% | 623,955 | $196.28 |
| Q1 2024 | -58,709 | Reduce 9.41% | 565,246 | $166.87 |
| Q2 2024 | -17,237 | Reduce 3.05% | 548,009 | $142.60 |
| Q1 2025 | +170,593 | Add 31.13% | 718,602 | $125.93 |
| Q3 2025 | +152,257 | Add 21.19% | 870,859 | $132.33 |
Terry Smith's Qualys Investment FAQs
Terry Smith first purchased Qualys, Inc. (QLYS) in Q2 2020, acquiring 623,812 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith has held Qualys, Inc. (QLYS) for 22 quarters since Q2 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith's largest addition to Qualys, Inc. (QLYS) was in Q2 2020, adding 623,812 shares worth $64.89 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Terry Smith's firm, Fundsmith Llp, owns 870,859 shares of Qualys, Inc. (QLYS), valued at approximately $115.24 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Qualys, Inc. (QLYS) represents approximately 0.58% of Terry Smith's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith's peak holding in Qualys, Inc. (QLYS) was 1,072,823 shares, as reported at the end of Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.