QLYS
Qualys, Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -0.4% · nuevas posiciones netas -5.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 118 | +1 | 25.69M | $3.52B | +10 | −8 |
| Q1 2026 | 119 | 0 | 25.68M | $2.26B | +7 | −8 |
| Q4 2025 | 120 | 0 | 27.36M | $3.64B | +1 | — |
| Q3 2025 | 20 | 0 | 16.98M | $2.25B | +1 | −2 |
| Q2 2025 | 18 | 0 | 14.95M | $2.14B | +1 | −1 |
| Q1 2025 | 15 | -1 | 4.83M | $608.83M | — | −1 |
| Q4 2024 | 16 | +1 | 4.54M | $637.80M | +1 | — |
| Q3 2024 | 14 | 0 | 3.55M | $456.48M | — | — |
| Q2 2024 | 14 | — | 3.56M | $507.87M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 5.48M | -2.6% | $724.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (pasivo) | 4.40M | +2.9% | $582.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (pasivo) | 1.39M | -1.6% | $183.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 1.21M | +0.3% | $161.03M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | JPMorgan Chase ✦ | 1.06M | — | $140.49M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 6 | AQR Capital Management ✦ | 1.01M | -0.1% | $133.76M | 0.1% | ▼ Trim | 6 | SEC ↗ ×5 |
| 7 | Morgan Stanley ✦ | 731.57K | — | $96.81M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 8 | Renaissance Technologies ✦ | 455.70K | +26.4% | $60.30M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 340.53K | — | $45.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | T. Rowe Price ✦ | 177.77K | +1.1% | $23.53M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 11 | Two Sigma Investments ✦ | 139.06K | -5.9% | $18.40M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 12 | Fisher Asset Management ✦ | 131.65K | -8.6% | $17.42M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | Millennium Management ✦ | 127.66K | -32.9% | $16.89M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 93.83K | +28.8% | $12.42M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 72.32K | Nuevo | $9.57M | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Gotham Asset Management ✦ | 70.91K | +3.4% | $9.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 52.76K | +7.3% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Bridgewater Associates ✦ | 14.92K | +495.4% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 14.11K | -30.7% | $1.87M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 20 | Marshall Wace ✦ | 6.42K | +29.9% | $849,825 | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Citadel Advisors | $9.57M | 0.0% |
Posición cerrada
| Point72 Asset Management | $19.76M | era 0.0% |
| Norges Bank | $6.48M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 417 tenedores, 36.08M acciones, $3.02B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 72 acc. · $12,639
Officer · 199 acc. · $36,025
Officer · 327 acc. · $58,844
Officer · 241 acc. · $43,129
Officer · 27 acc. · $4,806
Officer, Director · 300 acc. · $48,729
Officer, Director · 100 acc. · $15,439
Officer, Director · 200 acc. · $31,855
Officer, Director · 100 acc. · $16,594
Officer, Director · 100 acc. · $16,758
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología