13FPulse
中
QL

QLYS QUALYS INC

2026Q2 · CUSIP 74758T303 · Cybersecurity · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
419
Institutions that reported holding it to the SEC
Net increase in holders
+3
Last quarter 416 → now 419
How unusual is that
Below average
Stronger than only 49% of US stocks
What the filings say, in one paragraph

419 funds held QLYS at the end of 2026Q2, up 3 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $703M(YoY +10.3%), the P/E is 29.6x, return on equity is 36.7%. QLYS has had 15 buying rushes in its history, and the price moved +5.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Cybersecurity.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=86 2013Q4: holders=88 2014Q1: holders=87 2014Q2: holders=98 2014Q3: holders=113 2014Q4: holders=129 2015Q1: holders=155 2015Q2: holders=150 2015Q3: holders=147 2015Q4: holders=147 2016Q1: holders=150 2016Q2: holders=154 2016Q3: holders=163 2016Q4: holders=173 2017Q1: holders=165 2017Q2: holders=167 2017Q3: holders=179 2017Q4: holders=212 2018Q1: holders=242 2018Q2: holders=260 2018Q3: holders=268 2018Q4: holders=268 2019Q1: holders=264 2019Q2: holders=276 2019Q3: holders=264 2019Q4: holders=296 2020Q1: holders=296 2020Q2: holders=348 2020Q3: holders=320 2020Q4: holders=342 2021Q1: holders=312 2021Q2: holders=324 2021Q3: holders=333 2021Q4: holders=354 2022Q1: holders=357 2022Q2: holders=359 2022Q3: holders=392 2022Q4: holders=390 2023Q1: holders=388 2023Q2: holders=384 2023Q3: holders=405 2023Q4: holders=462 2024Q1: holders=452 2024Q2: holders=466 2024Q3: holders=433 2024Q4: holders=452 2025Q1: holders=427 2025Q2: holders=436 2025Q3: holders=430 2025Q4: holders=444 2026Q1: holders=416 2026Q2: holders=419 -57 -28.5 +0 +28.5 +57 77284490 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 15 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2024Q2 Top 20% +3.8% +22.2%
2023Q4 Top 10% +0.8% -10.6%
2023Q3 Top 10% +6.0% -6.3%
2022Q3 Top 5% -11.5% -5.9%
2020Q2 Top 5% -6.4% -11.4%
2019Q4 Top 20% -10.4% +14.5%
2019Q2 Top 20% -7.2% +0.5%
2018Q2 Top 20% -1.8% -16.2%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
196
Change in large funds
+12
Total value they hold
$5.0B
Funds buying for the first time
90
Funds that sold out entirely
87
Price change that quarter
+74.4%
Funds holding puts (bearish)
6
Funds holding calls (bullish)
9

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
29.6
EPS (TTM)
$5.78
EPS YoY
+15.4%
Revenue (TTM)
$0.7B
Revenue YoY
+10.3%
Net margin
29.4%
ROE
36.7%
Debt ratio
47.7%
FCF (TTM)
$314M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.70 2021-12-31: EPS 0.53 2022-03-31: EPS 0.64 2022-06-30: EPS 0.67 2022-09-30: EPS 0.71 2022-12-31: EPS 0.72 2023-03-31: EPS 0.77 2023-06-30: EPS 0.95 2023-09-30: EPS 1.24 2023-12-31: EPS 1.07 2024-03-31: EPS 1.05 2024-06-30: EPS 1.17 2024-09-30: EPS 1.24 2024-12-31: EPS 1.19 2025-03-31: EPS 1.29 2025-06-30: EPS 1.29 2025-09-30: EPS 1.39 2025-12-31: EPS 1.47 2026-03-31: EPS 1.42 2026-06-30: EPS 1.50 0M 91M 182M $M 0.00 0.83 1.65 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 32 15 39 64 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K54M108M 20162017201820192020202120222023202420252026
Latest quarter $94M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.