QLYS ranks #1387 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
QLYS is a top-conviction position for Cdam — at 7.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in QLYS belongs to BlackRock, Inc., but the position matters far more to Cdam, who has 7.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Cliff Asness has added to its QLYS position for two straight quarters, increasing it by $106.4M to reach $190.6M today.
Neuberger Berman Group LLC has trimmed its QLYS position for two straight quarters, cutting it by $107.8M while still holding $561.9K.
QLYS is down 4.9% today, but institutions show net buying of $902.0M this quarter — a divergence between today's price move and the underlying institutional flow.