QLYS
Qualys Inc
3 super-investors hold QLYS worth a combined $23M. The largest position: Third Avenue Management at 0.6% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 32 — ranked #304 of 724 scored stocks.
Why super-investors own QLYS
Third Avenue Management initiated the only new position in QLYS this quarter, bringing the super-investor cohort to three holders — though that count has sat at one for most of the prior eight quarters, suggesting this is a lightly followed name rather than a consensus idea. Combined cohort exposure is a modest $23M, with Joel Greenblatt holding the largest dollar position at $18M despite it representing a negligible slice of his portfolio. Third Avenue's 0.6% allocation is the highest conviction stake in the group. With no trims or exits and one new entrant, interest is technically rising from a low base, but the thin ownership history and low concentration across all three holders signal this remains a peripheral position for the cohort.
AI-synthesized from 13F filings. Not investment advice.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 34q | $18M | 203,530 |
| 2 | Third Avenue Management | 0.6% | — 1q | $3M | 39,120 |
| 3 | Torray Funds | 0.2% | 38q | $2M | 18,178 |
Owners of QLYS also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | NEW | 0.6% | +100% | $3M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 74758T303. Not investment advice.