QLYS at a glance
QUALYS, INC. (QLYS, SEC CIK 1107843) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), QUALYS, INC. (QLYS) reported revenue of $669.1 million (up 10.1% from FY2024) and net income of $198.3 million. Diluted EPS was $5.44.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding QUALYS, INC. (QLYS) shares worth $2.5 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by POSEY BRUCE K on September 21, 2026 of 327 shares at $179.95 per share.
- In the last 90 days, QLYS insiders reported 0 open-market purchases ($0) and 50 open-market sales ($2.8M) on Form 4, a net sale of $2.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $669.1M
- +10.1% vs prior year
- Insiders · 90 days
- 0 buys · 50 sells
- Net −$2.8M
- 13F holders
- 34 funds
- $2.5B · −2 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: cloud-based IT, security, compliance platform with integrated asset management, vulnerability detection, risk prioritization, and remediation
- New emphasis on Enterprise TruRisk Management (ETM) with AI-driven workflows for unified risk quantification and automated remediation
- Strategic shift to multi-cloud security with TotalCloud CNAPP, expanding coverage for hybrid-cloud environments and real-time defense
- Revenue growth to $669.1M in 2025 from $607.6M in 2024; customer base exceeds 10,000 including majority of Forbes Global 100
- Expansion of Private Cloud Platform (PCP) as a turnkey, subscription-based on-premises option for customers seeking private deployments
Risk Factors
- Regulatory risk: Potential loss of FedRAMP authorization due to security breaches or incidents jeopardizing cloud platform compliance
- Macroeconomic risk: Ongoing 2023-present economic weakness and geopolitical conflicts in Eastern Europe and Middle East impacting IT spending and operations
- Operational risk: Dependency on 15 third-party shared cloud platforms without full redundancy risks service disruption and revenue loss
- Competitive risk: Intense competition from CrowdStrike, Palo Alto Networks, Rapid7, Tenable, and Google-acquiring Wiz threatens market share and pricing
- Financial risk: High fixed operating expenses paired with unpredictable long sales cycles (6-18+ months) heighten margin pressure with revenue shortfalls
Management Discussion & Analysis
- Revenue $669.1M in 2025, up 10% YoY from $607.6M in 2024, $61.6M increase driven 76% by existing customers and 24% by new customers
- Operating margin 33% in 2025 vs 31% in 2024; net income margin 30% vs 29%; adjusted EBITDA margin steady at 47% in both years
- Best performing segment: Partner channel revenue grew by 80% of the $61.6M increase; worst: direct sales only 20% of growth
- Cash flow from operations $309.4M in 2025 vs $244.1M in 2024; share repurchases $183.4M in 2025; capex $5.0M; dividends not disclosed
- Management expects continued revenue growth, plans $8-12M capex in 2026, ongoing share repurchases with additional $200M authorized in 2026
AI summary of the QLYS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $182.2M, up 11% YoY from $164.1M, driven by subscription demand
- Operating margin 34% vs 31% YoY; gross margin 83% vs 82%
- Sales and marketing highest-growth expense, $41.0M, up 15% YoY
- Other income $5.2M, down 30% YoY, primarily from unfavorable foreign-currency changes
- Outlook: continued revenue growth; macro headwinds include reduced spending and extended sales cycles
Risk Factors
- Newly added competitive risk: Google’s March 2026 acquisition of Wiz may intensify competition through greater resources and broader security offerings
- Most materially updated cyber risk: AI/machine-learning adoption introduces additional technical-error and attack-related security vulnerabilities
- Regulatory risk: Security incidents could trigger investigations, litigation, notification obligations, and potential loss of FedRAMP authorization
- Operational risk: Solutions delivered across 15 shared cloud platforms, with some facilities lacking redundancy
- Market risk: Sales cycles typically six to twelve months and may exceed eighteen months, delaying revenue realization
AI summary of the QLYS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Qualys reported financial results for quarter ended June 30, 2026
- Exhibit 99.1 contains detailed results and management commentary
Item EX-99.1: Item EX-99.1
- Q2 revenue $182.2M, up 11% YoY, with calculated current billings up 16% to $176.5M
- Profitability improved: GAAP operating margin 34% vs 31%, while Adjusted EBITDA margin reached 46% vs 45%
Item 5.07: Submission of Matters to a Vote of Security Holders
- Shareholders re-elected Bradford L. Brooks, Wendy M. Pfeiffer, and John A. Zangardi through 2029
- 90.60% shareholder participation, with 31,972,103 shares represented at the meeting
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved the amended and restated 2012 Equity Incentive Plan on June 10, 2026
- Approval preserves Qualys’s framework for equity-based employee and executive compensation
Item 2.02: Results of Operations and Financial Condition
- Qualys reported financial results for quarter ended March 31, 2026
- Earnings conference call scheduled for May 5, 2026
Item EX-99.1: Item EX-99.1
- Q1 revenue rose 10% to $175.6M, with GAAP operating margin expanding to 35% from 32%
- Non-GAAP EPS increased 17% to $1.95, while Adjusted EBITDA reached $83.3M at a 47% margin
AI summaries of QLYS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for QLYS
Don't miss the next QLYS filing
- Alerts as it files. A push when QLYS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut QLYS, by share count.
- Ask anything. An AI agent that reads every QLYS filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| POSEY BRUCE K | Sell | Sep 21, 2026 | 327 | $179.95 |
| POSEY BRUCE K | Sell | Sep 21, 2026 | 72 | $175.54 |
| POSEY BRUCE K | Sell | Sep 21, 2026 | 241 | $178.96 |
| POSEY BRUCE K | Sell | Sep 21, 2026 | 199 | $181.03 |
| POSEY BRUCE K | Sell | Sep 21, 2026 | 27 | $177.98 |
| Thakar Sumedh S | Sell | Sep 14, 2026 | 200 | $159.28 |
| Thakar Sumedh S | Sell | Sep 14, 2026 | 300 | $162.43 |
| Thakar Sumedh S | Sell | Sep 14, 2026 | 500 | $173.92 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $607.6M | $669.1M |
| Gross Profit | - | $496.1M | $554.4M |
| Operating Income | - | $187.2M | $222.0M |
| Net Income | - | $173.7M | $198.3M |
| Gross Margin | - | 81.7% | 82.8% |
| Op. Margin | - | 30.8% | 33.2% |
| Net Margin | - | 28.6% | 29.6% |
| Balance Sheet | |||
| Total Assets | $812.6M | $973.5M | $1.1B |
| Equity | $368.2M | $477.1M | $561.2M |
| ROE | - | 36.4% | 35.3% |
| Per Share | |||
| EPS | - | $4.65 | $5.44 |
| Cash Flow | |||
| Operating CF | - | $244.1M | $309.4M |
| CapEx | - | $12.3M | $5.0M |
Source: XBRL data in QUALYS, INC. (QLYS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate QLYS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $2.51B |
| Q1 2026 | 36 | $1.56B |
| Q4 2025 | 33 | $2.29B |
| Q3 2025 | 34 | $2.40B |
| Q2 2025 | 33 | $2.53B |
| Q1 2025 | 29 | $1.46B |
| Q4 2024 | 26 | $1.32B |
| Q3 2024 | 21 | $700.4M |
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- HANCOCK WHITNEY CORP−7.5K
- Marex Group plc−2.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 246 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
QLYS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Jul 21, 2026 | - | - | - |
| 4 | Jul 21, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
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QLYS SEC filings: frequently asked questions
Are QLYS insiders buying or selling?
In the last 90 days, QUALYS, INC. (QLYS) officers, directors and 10% owners reported no open-market purchases and 50 open-market sales worth $2.8 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold QLYS stock?
As of June 30, 2026, the largest QUALYS, INC. (QLYS) holders among the 13F filers tracked by SignalX were BlackRock ($792.3 million), Vanguard Portfolio Management LLC ($370.7 million), Vanguard Capital Management LLC ($218.7 million), State Street Corp ($200.2 million), AQR Capital Management ($190.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was QLYS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), QUALYS, INC. (QLYS) reported revenue of $669.1 million (up 10.1% from FY2024) and net income of $198.3 million. Diluted EPS was $5.44. The figures come from the XBRL data in the 10-K.
What are the main risks in QLYS's latest 10-K?
In the 10-K filed February 20, 2026, QUALYS, INC. (QLYS) flagged: Regulatory risk: Potential loss of FedRAMP authorization due to security breaches or incidents jeopardizing cloud platform compliance. Macroeconomic risk: Ongoing 2023-present economic weakness and geopolitical conflicts in Eastern Europe and Middle East impacting IT spending and operations. (AI summary of the Risk Factors section.)
What did QLYS report in its latest 8-K?
QUALYS, INC. (QLYS) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Qualys reported financial results for quarter ended June 30, 2026.
What are the latest QLYS SEC filings?
QUALYS, INC. (QLYS) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on September 22, 2026.
What is QLYS's SEC CIK number?
QUALYS, INC. (QLYS)'s SEC Central Index Key (CIK) is 1107843. EDGAR lists every QLYS filing under that number.
Ask anything about QLYS
The research agent reads QLYS's filings, financials, insider trades and 13F holders, then answers with sources.