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Qualys, Inc.

QLYS Technology
$99.71 +$2.72 (2.80%)
Market Cap: $3.56 B
Gurus Holding
9
Popularity Rank
#650
% of Shares Held
6.28%
Net Activity (Q4 2025)
-$56.57 M

Guru Ownership Trend

Guru Analysis for Qualys, Inc. (QLYS)

Qualys, Inc. (QLYS), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $223.5 M.

Top institutional holders include Terry Smith and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $56.57 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 257.0%. Conversely, Cliff Asness reduced exposure by 37.3%.

Key Holders

Top 5 by Value

$86.09 M
$84.19 M
$15.78 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$26.12 M
Total Buy Value
New Buys 0
Additions 4
-$82.69 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
4

FAQs for Qualys, Inc. (QLYS)

Major holders include Terry Smith ($86.09 M), Cliff Asness ($84.19 M), Renaissance Technologies ($63.83 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.24 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $56.57 M, with 4 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited QLYS. The total reported sell value was $82.69 M.

Yes, 0 managers opened new positions in QLYS, and 4 increased their existing holdings. The total reported buy value was $26.12 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.50% Reduce -25.6% 647,806 $86.09 M Q4 2025
0.04% Reduce -37.3% 633,471 $84.19 M Q4 2025
0.10% Add 5.4% 480,300 $63.83 M Q4 2025
0.05% Add 257.0% 217,475 $28.9 M Q4 2025
0.01% Reduce -9.8% 118,743 $15.78 M Q4 2025
0.04% Add 9.4% 77,598 $10.31 M Q4 2025
0.02% Reduce -2.0% 25,727 $3.42 M Q4 2025
0.01% Add 58.2% 23,606 $3.14 M Q4 2025
0.54% Reduce -33.3% 16,800 $2.23 M Q4 2025
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Value
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