QLYS is the ticker symbol for QUALYS, INC., a publicly traded Technology sector company listed on Nasdaq. 13F Pro tracks QLYS with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is QLYS a good stock to buy?

13F Pro's AI ranking engine scores QLYS at 67.7/100, ranked #351 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for QLYS is available at https://13fpro.ai/company/QLYS. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source QLYS data?

All QUALYS, INC. fundamentals and ownership data come directly from SEC EDGAR. QUALYS, INC. files with the SEC under CIK 1107843. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

QUALYS, INC. QLYS

NasdaqMid CapTechnology

13F Pro quality score

Rank #351 of 2,925TOP 25%

Why it scores 68 Technology peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$182.18M

Quarter to Jun 30

Net income

$52.41M

Quarter to Jun 30

Free cash flow

$55.91M

Quarter to Jun 30

Operating margin

34.0%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$5.05B total

BlackRock, Inc.

$792.32M+7.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

$370.66M+6.3%

VANGUARD CAPITAL MANAGEMENT LLC

$218.65M+0.4%

STATE STREET CORP

$200.21M+4.9%

Legal & General Group Plc

$197.62M+39.6%

GEODE CAPITAL MANAGEMENT, LLC

$193.83M+6.7%

AQR CAPITAL MANAGEMENT LLC

$190.60M+34.3%

FIRST TRUST ADVISORS LP

$155.45M+13.5%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$135.48M+18.3%

Boston Trust Walden Corp

$135.41M-2.5%

Penserra Capital Management LLC

$107.25M+6.5%

MILLENNIUM MANAGEMENT LLC

$104.86M+224.0%

DIMENSIONAL FUND ADVISORS LP

$98.86M-5.7%

MORGAN STANLEY

$85.34M-4.0%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$76.06M+26.3%

RWA WEALTH PARTNERS, LLC

$75.45M0.0%

Clark Capital Management Group, Inc.

$74.75M+42.9%

ACADIAN ASSET MANAGEMENT LLC

$74.53M+197.8%

Portolan Capital Management, LLC

$72.84M+121.7%

VOYA INVESTMENT MANAGEMENT LLC

$71.70M+75.4%

NORTHERN TRUST CORP

$71.10M+1.3%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$70.76M+2.4%

LONDON CO OF VIRGINIA

$58.95M-8.2%

Invesco Ltd.

$58.17M+11.1%

GOLDMAN SACHS GROUP INC

$54.59M+22.5%

See all 435 institutional holders →

What's Driving QLYS's Business? Latest 10-Q Breakdown

33/33 datapoints verified

AI-extracted from the 10-Q filed 2026-08-04 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Qualys grew Q2 revenue 11% YoY to $182.2M, with nearly all of the incremental growth (98%) coming from channel partners rather than direct sales.

Biggest Revenue Drivers

Partner$98.0M+22% YoY

98% of the total quarterly revenue increase came from partner channel sales

Direct$84.2M+0.4% YoY

Only 2% of the total quarterly revenue increase came from direct customers

Biggest Revenue Drivers

Total revenue: $182.2M+11% YoY

Partner$98.0M+22% YoY

98% of the total quarterly revenue increase came from partner channel sales

Direct$84.2M+0.4% YoY

Only 2% of the total quarterly revenue increase came from direct customers

Largest Expense Items

Sales and marketing$41.0M+15% YoY

Increase in personnel costs of $4.6M driven by higher headcount and sales commissions/incentive compensation

Research and development$30.7M+1% YoY

Increase in overhead allocations of $1.0M, partially offset by lower average personnel costs from geographic headcount mix

Cost of revenues$30.2M+5% YoY

Increase in personnel costs of $0.9M and shared cloud platform costs of $0.4M to support business growth

General and administrative$18.3M+3% YoY

Increase in personnel costs of $0.9M from higher headcount and incentive compensation

Margins: Gross margin improved to 83% from 82% and operating margin rose to 34% from 31% YoY, as total operating expenses fell to 49% of revenue from 51%. Adjusted EBITDA margin was 46% versus 45% a year ago.

Watch Items from the Filing

98% of the quarter's $18.1M revenue increase came from partner-channel sales, with partners now representing 54% of total Q2 revenue versus 46% direct.
Net dollar expansion rate was 105% as of June 30, 2026, up modestly from 104% a year earlier.
Effective tax rate rose to 21.9% from 19.6% YoY, driven by higher pretax income, a lower federal R&D credit, and discrete share-based compensation adjustments.
Approximately 79% of employees are located outside the United States, with 71% of the total workforce based in India.
Company repurchased $130.7M of stock in the first six months of 2026 under its $1.6B authorized program, with $229.8M remaining available.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

ROIC

Q2 2026

EDGAR

Free Cash Flow

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/QLYS

Earnings Per Share

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QUALYS, INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$669.1M	$198.3M	33.2%
FY 2024	10-K	$607.6M	$173.7M	30.8%
FY 2023	10-K	$554.5M	$151.6M	29.4%
FY 2022	10-K	$489.7M	$108.0M	26.7%
FY 2021	10-K	$411.2M	$71.0M	21.3%
FY 2020	10-K	$363.0M	$91.6M	26.6%

About QUALYS, INC. (QLYS): stock profile, AI score and financials

QUALYS, INC. (QLYS) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores QLYS at 67.7/100 on a composite quality score built from its SEC filings, placing it at rank #351 of 2,925 stocks — the top 25% of the AI-ranked universe. QLYS scores in the top quartile across balance sheet strength (96.0), free cash flow (93.5), profitability (87.7). Shareholder dilution risk is elevated at 14.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), QUALYS, INC. reports quarterly revenue of $182.2M, net income of $52.4M, an operating margin of 34.0%. Top institutional holders of QLYS by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. QLYS trades on the Nasdaq exchange and files with the SEC under CIK 1107843. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate QLYS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for QUALYS, INC. directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1107843 →

QUALYS, INC. QLYS

Top Institutional Holders

What's Driving QLYS's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

QLYS key financials by period

QLYS insiders

Congress trading in QLYS

About QUALYS, INC. (QLYS): stock profile, AI score and financials

QUALYS, INC. QLYS

Top Institutional Holders

What's Driving QLYS's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

QLYS key financials by period

Companies similar to QLYS

QLYS insiders

Congress trading in QLYS

About QUALYS, INC. (QLYS): stock profile, AI score and financials