QLYS β€” QUALYS INC

Ownership history in Walleye Capital LLC  Β·  16 quarters on record

This page tracks every 13F SEC filing in which Walleye Capital LLC reported a position in QUALYS INC (QLYS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2019 Q2)
πŸ“Š Avg. % of fund
0.0%
πŸ“… First filed
2019 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
16

Position Intelligence

Walleye Capital LLC Γ— QLYS AI Analytics

πŸ“‰ Walleye Capital LLC underperformed the S&P 500 by –12.5% annually on this QLYS position. Timing score: 77% (10/13 decisions correct). Average cost basis: $144.52. Maximum drawdown during holding period: –23.0%.

πŸ“ˆ Position Alpha vs SPY
-12.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 12.5% ann.
13 quarters analyzed

⏱️ Timing Score
77%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
10 of 13 add/trim decisions correct

πŸ’° Entry Quality
$144.52
-8.4% vs current ($132.33)

Best entry: $128.46 (2024 Q3)  Β·  Worst: $166.87 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–23.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
40%
buy-side decisions

6 adds Β· 9 trims. Bought during 0 of 3 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    QLYS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 500 -1,879 -79.0% 0.00% $66K $132.33
2025 Q3 REDUCED 2,379 -5,529 -69.9% 0.00% $315K $132.33
2024 Q4 ADDED 7,908 +7,508 +1877.0% 0.00% $1.1M $140.22
2024 Q4 REDUCED 400 -2,800 -87.5% 0.00% $56K $140.22
2024 Q4 REDUCED 3,200 -4,353 -57.6% 0.00% $449K $140.22
2024 Q3 ADDED 7,553 +6,753 +844.1% 0.00% $970K $128.46
2024 Q3 REDUCED 800 -500 -38.5% 0.00% $103K $128.46
2024 Q2 REDUCED 1,300 -4,632 -78.1% 0.00% $185K $142.60
2024 Q2 ADDED 5,932 +5,432 +1086.4% 0.00% $846K $142.60
2024 Q2 REDUCED 500 -6,100 -92.4% 0.00% $71K $142.60
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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