What smart money is saying about Qualys, Inc.
1 fund in our archive has pitched Qualys, Inc., most recently Third Avenue Small-Cap Value Fund in March 2026.
Qualys, Inc., founded in 1999 and headquartered in Foster City, California, specializes in delivering cloud-based solutions for information technology (IT) management, cybersecurity, and regulatory compliance to organizations globally. The company's integrated Qualys Cloud Platform hosts a comprehensive suite of "Qualys Cloud Apps," encompassing a broad spectrum of services such as vulnerability management, threat detection and response, multi-vector endpoint security, patch management, certificate assessment, web application scanning and firewall, as well as various IT, cloud, and container security and compliance tools. This powerful platform empowers customers to meticulously identify and manage their IT assets, gather and analyze critical security data, proactively uncover and prioritize vulnerabilities, recommend and initiate effective remediation actions, and ultimately verify their successful implementation. Complementing these core functions, Qualys also provides features like advanced asset tagging, intuitive reporting and dashboards, collaborative questionnaires, streamlined remediation workflows, a robust big data correlation and analytics engine, and real-time alerts. These components collectively ensure integrated operations, in-depth real-time analysis, and comprehensive reporting across an organization's entire IT, security, and compliance landscape. Qualys serves a diverse client base, including large enterprises, government entities, and small to medium-sized businesses across numerous sectors such as finance, healthcare, manufacturing, education, and technology. Its solutions are distributed through a dedicated internal sales force and an extensive global network of channel partners, including security consulting firms, managed service providers, and resellers.
Get an email when a fund buys, sells or pitches it
Position history
Between Q4 2025 and Q3 2026, 8 fund letters reported a position in Qualys, Inc., with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 5 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 1 | 0 | 1 |
| Q4 2025 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 8 positions · 2 moves
- September 2026
“During the third quarter, Fund performance benefited from diversified sources of return. Leading contributors to performance included petroleum refiner PBF Energy, cybersecurity specialist Qualys, offshore energy services company Tidewater, government contractor ICF International and staffing company Robert Half. Tidewater’s strength is, in our view, attributable to higher energy prices and related fears of potential global energy shortages, which may add a tailwind to an already building offshore energy investment cycle. Qualys’ share price recovery from earlier in this year takes place on the back of the launch of its new A.I.-driven vulnerability detection platform. Both Qualys and Robert Half share a few similarities in the sense that the Fund’s initial purchase of both companies took place at materially lower prices during the second quarter of this year, and in the sense that a tempering of the most acute A.I.-related business disruption fears have significantly aided their share prices since then.”
Qualys, Inc. - September 2026
Listed in Tributary Capital Management Small/Mid Cap Strategy’s reported holdings.
Qualys, Inc. - September 2026
“TOP CONTRIBUTORS Integer Holdings Corporation, a medical device contract manufacturer, reported second quarter 2026 results above Street expectations. In addition, private equity firm KKR announced its intention to acquire Integer at $127 per share, representing an enterprise value of $5.8 billion and an implied next twelve months price-to-earnings multiple of 18.9x. Qualys, a cybersecurity software company, benefited from a broad recovery in software stocks as momentum in the artificial intelligence trade moderated during the quarter.”
Qualys, Inc. - September 2026
“Top 3 Contributors to Relative Performance Qualys, Inc. (QLYS) – QLYS was a top contributor after a strong quarter, with accelerating billings and a raised outlook.”
Qualys, Inc. - September 2026
“Qualys, Inc. (QLYS) – QLYS was a top contributor after a strong quarter, with accelerating billings and a raised outlook.”
Qualys, Inc. - June 2026
“Qualys, Inc. (QLYS) – QLYS was a top contributor as investor sentiment improved across the cybersecurity sector. While concerns around AI disruption weighed on the group earlier this year, AI is increasingly viewed as strengthening demand for cybersecurity solutions. We continue to view QLYS as a high-quality business with a durable competitive position, supported by its expanding platform and strong product strategy.”
Qualys, Inc. - New positionThird Avenue Small-Cap Value FundMarch 2026
“During the quarter, the Fund initiated positions in five new holdings, Qualys, Inc., Compass, Inc., Harley-Davidson, Inc., Catalyst Pharmaceuticals, Inc. and Robert Half Inc.”
Qualys, Inc. - December 2025
“We also exited six positions: Avidity Biosciences (which was acquired by Novartis), Installed Building Products, Glaukos, Biohaven, Qualys and Duolingo.”
Qualys, Inc.
Also mentioned · 1
These funds discuss Qualys, Inc. as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedHL Global Small Companies EquityMarch 2026
Named in a table in HL Global Small Companies Equity’s letter.
Qualys, Inc.
Fund coverage · 1 thesis
- Third Avenue Small-Cap Value FundMarch 2026
Qualys is a profitable, well-capitalized vulnerability management software leader with strong margins, cash flow, and potential A.I.-driven tailwinds.
Read the full thesis
Read every full thesis on Qualys, Inc.
Read all 1 thesis in full, with each fund's reasoning, and get unlimited access to the archive.
View plans→