Qualys (QLYS) reported third-quarter 2026 revenue of $188.0 million, up 11% from $169.9 million a year earlier. GAAP net income rose 14% to $57.2 million, while GAAP diluted earnings per share increased to $1.62 from $1.39.
The cybersecurity company raised its full-year 2026 revenue outlook to $736.9 million to $738.9 million, compared with its prior range of $732.0 million to $738.0 million.
- GAAP gross profit was $156.7 million, up 10% year over year, with an 83% gross margin.
- GAAP operating income increased 11% to $66.3 million.
- Operating cash flow rose 13% to $101.8 million.
- Fourth-quarter revenue guidance is $191.0 million to $193.0 million, representing 9% to 10% growth year over year.
- Full-year GAAP diluted EPS guidance was raised to $6.08 to $6.15 from $5.76 to $5.90.
$QLYS Insider Trading Activity
$QLYS insiders have traded $QLYS stock on the open market 91 times in the past 6 months. Of those trades, 0 have been purchases and 91 have been sales.
Here’s a breakdown of recent trading of $QLYS stock by insiders over the last 6 months:
- SUMEDH S THAKAR (CEO & PRESIDENT) has made 0 purchases and 43 sales selling 79,200 shares for an estimated $10,675,746.
- JOO MI KIM (CHIEF FINANCIAL OFFICER) has made 0 purchases and 16 sales selling 6,282 shares for an estimated $1,060,027.
- BRUCE K POSEY (CHIEF LEGAL OFFICER) has made 0 purchases and 25 sales selling 5,360 shares for an estimated $871,126.
- WENDY PFEIFFER has made 0 purchases and 4 sales selling 2,000 shares for an estimated $277,475.
- THOMAS BERQUIST sold 939 shares for an estimated $103,994
- JEFFREY P HANK has made 0 purchases and 2 sales selling 940 shares for an estimated $103,226.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$QLYS Hedge Fund Activity
We have seen 238 institutional investors add shares of $QLYS stock to their portfolio, and 238 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MILLENNIUM MANAGEMENT LLC added 527,327 shares (+224.0%) to their portfolio in Q2 2026, for an estimated $72,502,189
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 514,677 shares (+inf%) to their portfolio in Q2 2026, for an estimated $70,762,940
- NEUBERGER BERMAN GROUP LLC removed 466,029 shares (-99.1%) from their portfolio in Q2 2026, for an estimated $64,074,327
- LEGAL & GENERAL GROUP PLC added 407,786 shares (+39.6%) to their portfolio in Q2 2026, for an estimated $56,066,497
- BLACKROCK, INC. added 402,125 shares (+7.5%) to their portfolio in Q2 2026, for an estimated $55,288,166
- AQR CAPITAL MANAGEMENT LLC added 355,843 shares (+34.3%) to their portfolio in Q2 2026, for an estimated $48,924,854
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 341,010 shares (-81.9%) from their portfolio in Q2 2026, for an estimated $46,885,464
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
