
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.
Position history
Every position in Qualys, Inc. on record in the archive was reported in Q1 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 1 | 0 | 1 |
Fund activity · 1 position · 1 move
- 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.”
Read the letterQualys, 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.
Read the letterQualys, 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.
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