WINMILL & CO.
INC initiated a new position in Qualys (NASDAQ:QLYS) during the first quarter
What happened According to a Securities and Exchange Commission (SEC) filing dated May 14, 2026, Winmill & Co. Inc. reported a new stake in Qualys, purchasing 88,641 shares. The estimated value of the trade was $9.82 million based on the mean unadjusted closing price for the first quarter.
The fund ended the quarter with a Qualys position valued at $7.79 million. What else to know – This new position makes up 2.2464% of Winmill’s 13F reportable assets under management as of March 31, 2026. – Top holdings after the filing include: – NASDAQ:GOOGL: $31.25 million (9.0% of AUM) – NASDAQ:STLD: $30.22 million (8.7% of AUM) – NASDAQ:LRCX: $23.29 million (6.7% of AUM) – NYSE:IAG: $22.40 million (6.5% of AUM) – NASDAQ:IBKR: $21.95 million (6.3% of AUM) – – As of May 13, 2026, Qualys shares were priced at $86.50, down 36.75% over the past year, underperforming the S&P 500 by 63.21 percentage points. Company Overview Company Snapshot – Qualys offers a comprehensive suite of cloud-based IT, security, and compliance solutions, including vulnerability management, endpoint detection and response, threat protection, and web application security. – The company operates a subscription-based SaaS model, generating revenue primarily from recurring fees for access to its cloud platform and integrated security applications. – Qualys serves enterprises, government agencies, and small to medium-sized businesses across sectors such as technology, financial services, healthcare, and retail.