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/company/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 2026-08-04, the biggest revenue drivers are: Partner ($98.0M, +22% YoY); Direct ($84.2M, +0.4% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/QLYS.

What are QLYS's largest expenses?

QUALYS, INC.'s latest 10-Q reports these as the largest expense items: Sales and marketing ($41.0M, +15% YoY); Research and development ($30.7M, +1% YoY); Cost of revenues ($30.2M, +5% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 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

68.3/100

Rank #324 of 2,960 stocksTOP 25%

View Technology peers →

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

Revenue Growth

61.7/100

Profitability

88.1/100

Balance Sheet

96.0/100

Earnings Quality

59.3/100

Free Cash Flow

93.1/100

Institutional Flow

59.2/100

Revenue Scale

42.9/100

Dilution Risk

14.9/100

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Why QLYS Scores 68/100

exact factor attribution · 2026-09-12

QLYS's composite is driven by free cash flow and profitability, held back by shareholder dilution and scale. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+6.5 pts

93th pct

Profitability

+5.7 pts

88th pct

Capital efficiency

+4.6 pts

96th pct

Revenue growth

+2.3 pts

62th pct

Earnings quality

+0.9 pts

59th pct

Earnings growth

+0.6 pts

63th pct

Institutional flow

+0.5 pts

59th pct

Scale

-1.1 pts

43th pct

Shareholder dilution

-1.8 pts

15th pct

Latest change (2026-08-04): 73 → 71 · ↓ Revenue growth 65→51; ↓ Earnings growth 61→49

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

QLYS Stock Analysis & AI Quality Score

Data updated 2026-09-12

AI stock analysis and institutional research for QUALYS, INC. (QLYS), a Technology sector company. 13F Pro's AI-powered ranking engine scores QLYS at 68.3/100 on a 32-signal composite quality model, placing it at rank #324 of 2,960 stocks — the top 25% of the AI-ranked universe. QLYS scores in the top quartile across balance sheet strength (96.0), free cash flow (93.1), profitability (88.1). Shareholder dilution risk is elevated at 14.9/100, 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. QUALYS, INC.'s 13F Pro composite quality score has ranged between 61 and 79 since 2021, currently 68.3 — a declining long-term trajectory across 69 quarterly and live scoring snapshots.

✦

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

✓ 33/33 datapoints verified

AI-extracted from QUALYS, INC.'s 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 →Share on X

Revenue

Q2 2026

$182.2M

Net Income

Q2 2026

$52.4M

Free Cash Flow

Q2 2026

$55.9M

Operating Margin

Q2 2026

34.0%

ROIC

Q2 2026

44.0%

Period

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

Free Cash Flow

+31.3% YoY

$304.4MFY 2025

FY22 $183.5MFY23 $235.8MFY24 $231.8MFY25 $304.4M

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
Free Cash Flow	$304.4M +31.3%	$231.8M -1.7%	$235.8M +28.5%	$183.5M +4.1%	$176.2M +17.4%	$150.0M

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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.
$792.3M5,762,721 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$370.7M2,695,941 sh
VANGUARD CAPITAL MANAGEMENT LLC
$218.7M1,590,332 sh
STATE STREET CORP
$200.2M1,456,158 sh
Legal & General Group Plc
$197.6M1,437,373 sh
GEODE CAPITAL MANAGEMENT, LLC
$193.8M1,409,583 sh
AQR CAPITAL MANAGEMENT LLC
$190.6M1,394,771 sh
FIRST TRUST ADVISORS LP
$155.5M1,130,656 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$135.5M985,345 sh
Boston Trust Walden Corp
$135.4M984,889 sh

Fund	Value	Shares
BlackRock, Inc.	$792.3M	5,762,721
VANGUARD PORTFOLIO MANAGEMENT LLC	$370.7M	2,695,941
VANGUARD CAPITAL MANAGEMENT LLC	$218.7M	1,590,332
STATE STREET CORP	$200.2M	1,456,158
Legal & General Group Plc	$197.6M	1,437,373
GEODE CAPITAL MANAGEMENT, LLC	$193.8M	1,409,583
AQR CAPITAL MANAGEMENT LLC	$190.6M	1,394,771
FIRST TRUST ADVISORS LP	$155.5M	1,130,656
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$135.5M	985,345
Boston Trust Walden Corp	$135.4M	984,889

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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. QLYS is classified as a mid company.

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.