What is the 13F Pro Quality Score for QLYS?

13F Pro ranks QUALYS, INC. (QLYS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View QLYS's current score at https://13fpro.ai/research/QLYS (free sign-up required for the full ranking).

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.

What sector is QLYS in?

QUALYS, INC. (QLYS) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives QLYS's revenue?

Per QUALYS, INC.'s latest 10-Q filed with the SEC on 2026-05-05, the biggest revenue drivers are: Partner channel ($91.7M, +17% YoY); Direct channel ($83.9M, +3% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/QLYS.

What are QLYS's largest expenses?

QUALYS, INC.'s latest 10-Q reports these as the largest expense items: Sales and marketing ($38.8M, +19% YoY); Research and development ($29.0M, Flat YoY); Cost of revenues ($30.0M, +4% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

How often is QLYS research updated on 13F Pro?

QLYS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

QUALYS, INC.(QLYS)Stock Analysis

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13F Pro Quality Score

73.4/100

Rank #198 of 2,879 stocksTOP 10%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

64.7/100

Profitability

89.4/100

Balance Sheet

95.5/100

Earnings Quality

61.0/100

Free Cash Flow

92.4/100

Institutional Flow

85.8/100

Revenue Scale

41.8/100

Dilution Risk

15.5/100

QLYS Stock Analysis & AI Quality Score

AI stock analysis and institutional research for QUALYS, INC. (QLYS), a Technology sector company. 13F Pro's AI-powered ranking engine scores QLYS at 73.4/100 on a 32-signal composite quality model, placing it at rank #198 of 2,879 stocks — the top 10% of the AI-ranked universe. QLYS scores in the top quartile across balance sheet strength (95.5), free cash flow (92.4), profitability (89.4). Shareholder dilution risk is elevated at 15.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), QUALYS, INC. reports quarterly revenue of $175.6M, net income of $50.6M, an operating margin of 34.7%. 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. QUALYS, INC.'s 13F Pro composite quality score has ranged between 8 and 79 since 2021, currently 73.4 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about QUALYS, INC.

Quirks, history, and lore behind QLYS — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. enterprise software company · mid-cap · listed on Nasdaq · headquartered in California.
2
The Numbers
Annual revenue in the range of roughly $500 million, with impressively high gross margins typical of pure SaaS businesses — nearly all of it recurring subscription revenue.
3
The History
Founded around 1999, it was a pioneer in delivering security and compliance software via the cloud at a time when most security tools were clunky on-premise installs.
4
The Secret
Its core superpower is continuous monitoring — scanning customers' entire IT infrastructure around the clock to find vulnerabilities before hackers do.
5
The Lore
It built one of the first true multi-tenant cloud security platforms and counts a huge share of the Forbes Global 2000 among its customers — basically, it watches over the internet's biggest fish.
6
The Giveaway
Its name is a mashup of "quality" and "systems," and its flagship product is a vulnerability management platform that tells enterprises exactly where they're exposed — ticker starts with Q, and so does the anxiety it prevents.

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

✓ 26/26 datapoints verified

AI-extracted from QUALYS, INC.'s 10-Q filed 2026-05-05 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Qualys delivered 10% YoY revenue growth to $175.6M in Q1 2026, with 96% from existing customers and net dollar expansion rate of 104%.

Biggest Revenue Drivers

Total revenue: $175.6M+10% YoY

Partner channel$91.7M+17% YoY

Partner revenues increased driven by higher demand for subscriptions through channel partners

Direct channel$83.9M+3% YoY

Direct customer revenues grew from existing and new customer subscriptions

Largest Expense Items

Sales and marketing$38.8M+19% YoY

Increase driven by higher personnel costs including stock-based compensation and sales commissions, plus sales event and travel expenses

Research and development$29.0MFlat YoY

Remained relatively flat due to lower average personnel costs from geographic mix, offset by higher overhead allocations

Cost of revenues$30.0M+4% YoY

Increase from personnel cost growth to support platform expansion, partially offset by lower depreciation

General and administrative$17.0M-2% YoY

Decreased from lower overhead allocations, partially offset by higher license and professional service expenses

Margins: Gross margin improved to 83% from 82% YoY. Operating margin expanded to 35% from 32% YoY, driven by operating leverage as revenue grew faster than operating expense growth.

Watch Items from the Filing

Foreign currency exposure: 27% of Q1 2026 expenses incurred in foreign currencies (EUR, GBP, INR); 26% of revenues generated in foreign currencies. Undesignated forward contracts total €22.0M, £8.5M, Rs 2,903.0M.
International concentration: 45% of Q1 2026 revenues from non-U.S. customers; 79% of employees outside U.S., with 71% in India. Exposure to geopolitical and regulatory risks.
Platform concentration: 15 shared cloud platforms host substantially all solutions; disruption at any facility could interrupt customer delivery and reduce revenues.
Net dollar expansion of 104% (vs. 103% prior year) indicates modest retention and expansion; still below historical peaks, reflecting potential customer churn or reduced upsell.

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

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$175.6M

Net Income

Q1 2026

$50.6M

Free Cash Flow

Q1 2026

$93.6M

Operating Margin

Q1 2026

34.7%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+10.1% YoY

$669.1MFY 2025

FY22 $489.7MFY23 $554.5MFY24 $607.6MFY25 $669.1M

Net Income

+14.2% YoY

$198.3MFY 2025

FY22 $108.0MFY23 $151.6MFY24 $173.7MFY25 $198.3M

Operating Income

+18.6% YoY

$222.0MFY 2025

FY22 $130.5MFY23 $163.1MFY24 $187.2MFY25 $222.0M

EPS (Diluted)

+17.0% YoY

$5.44FY 2025

FY22 $2.74FY23 $4.03FY24 $4.65FY25 $5.44

Total Assets

+12.5% YoY

$1.10BFY 2025

FY22 $700.9MFY23 $812.6MFY24 $973.5MFY25 $1.10B

Op. Cash Flow

+26.8% YoY

$309.4MFY 2025

FY22 $198.9MFY23 $244.6MFY24 $244.1MFY25 $309.4M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$669.1M +10.1%	$607.6M +9.6%	$554.5M +13.2%	$489.7M +19.1%	$411.2M +13.3%	$363.0M
Net Income	$198.3M +14.2%	$173.7M +14.6%	$151.6M +40.4%	$108.0M +52.2%	$71.0M -22.5%	$91.6M
Operating Income	$222.0M +18.6%	$187.2M +14.8%	$163.1M +24.9%	$130.5M +48.9%	$87.7M -9.3%	$96.7M
EPS (Diluted)	$5.44 +17.0%	$4.65 +15.4%	$4.03 +47.1%	$2.74 +54.8%	$1.77 -21.3%	$2.25
Total Assets	$1.10B +12.5%	$973.5M +19.8%	$812.6M +15.9%	$700.9M -13.9%	$814.6M +10.6%	$736.8M
Operating Cash Flow	$309.4M +26.8%	$244.1M -0.2%	$244.6M +23.0%	$198.9M -0.9%	$200.6M +11.4%	$180.1M

AI Insight: QLYS Financial Trends

Qualys delivered steady revenue growth from $149M to $176M over eight quarters with consistently strong profitability and zero debt.

• Revenue grew 18% from Q2 2024 ($149M) to Q1 2026 ($176M) with consistent quarterly expansion.

• Operating income increased 27% from $48M in Q2 2024 to $61M in Q1 2026.

• Company maintains debt-free balance sheet with equity rising from $428M to $570M.

⚠ Operating cash flow remains volatile, ranging from $34M in Q2 2025 to $110M in Q1 2025.

⚠ Revenue growth decelerated to just 1% quarter-over-quarter in Q1 2026 versus prior quarters.

AI Insight: QLYS Ratio Trends

Operating margins expanded meaningfully from Q2 2024's 32.3% to Q1 2026's 34.7%, though ROIC declined from peak 45.3% in Q3 2025.

• Operating margin improved from 32.3% in Q2 2024 to 34.7% in Q1 2026, with strong Q3 2025 peak of 35.3%.

• Net profit margin remained stable around 29-30% range throughout the period, ending at 28.8% in Q1 2026.

• ROE declined from 40.9% in Q2 2024 to 35.5% in Q1 2026, showing downward trend over two-year period.

⚠ ROIC peaked at 45.3% in Q3 2025 but dropped to 42.7% in Q1 2026 — monitor sustainability of returns.

⚠ ROA compressed from 20.3% in Q3 2024 to 18.5% in Q1 2026 despite margin expansion — asset efficiency declining.

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Available Research

13F Pro tracks comprehensive data for QUALYS, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of QLYS

BlackRock, Inc.
$470.9M5,360,596 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$222.9M2,537,126 sh
VANGUARD CAPITAL MANAGEMENT LLC
$139.2M1,584,606 sh
STATE STREET CORP
$122.0M1,388,720 sh
GEODE CAPITAL MANAGEMENT, LLC
$116.1M1,320,909 sh
AQR CAPITAL MANAGEMENT LLC
$90.8M1,038,928 sh
Legal & General Group Plc
$90.4M1,029,587 sh
Boston Trust Walden Corp
$88.8M1,010,376 sh
FIRST TRUST ADVISORS LP
$87.5M996,064 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$73.2M832,796 sh

Fund	Value	Shares
BlackRock, Inc.	$470.9M	5,360,596
VANGUARD PORTFOLIO MANAGEMENT LLC	$222.9M	2,537,126
VANGUARD CAPITAL MANAGEMENT LLC	$139.2M	1,584,606
STATE STREET CORP	$122.0M	1,388,720
GEODE CAPITAL MANAGEMENT, LLC	$116.1M	1,320,909
AQR CAPITAL MANAGEMENT LLC	$90.8M	1,038,928
Legal & General Group Plc	$90.4M	1,029,587
Boston Trust Walden Corp	$88.8M	1,010,376
FIRST TRUST ADVISORS LP	$87.5M	996,064
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$73.2M	832,796

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Is QLYS a good stock to buy?

13F Pro's AI-powered analysis of QUALYS, INC. (QLYS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for QLYS are available on the QLYS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own QLYS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling QLYS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of QUALYS, INC.'s investment landscape.