Can Qualys (QLYS) Weather AI Challenges?
The London Company released its Q1 2026 investor letter for “The London Company Small-Mid Cap Strategy”.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 1,038,928 | $90,843,907 | +65% | 0.04% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 832,796 | $73,161,129 | +128% | 0.04% |
| 3. | Renaissance Technologies Jim Simons | 497,600 | $43,714,160 | +4% | 0.07% |
| 4. | Alyeska Investment Group Anand Parekh | 304,677 | $26,765,874 | 0.08% | |
| 5. | Tudor Investment Corp Paul Tudor Jones | 250,885 | $22,040,247 | +16% | 0.04% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $125.58 | 5 | $627.90 | 5 | 2024-08-13 | Filing | |
| $37.90 | 22,111 | $838,068.81 | 140,000 | 2015-05-08 | Filing | |
| $37.20 | 27,889 | $1,037,395.50 | 117,889 | 2015-05-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $115.66 | 1,500 | $173,488.05 | 246,686 | 2026-06-15 | Filing | |
| $114.31 | 1,500 | $171,466.05 | 248,186 | 2026-06-15 | Filing | |
| $112.08 | 200 | $22,415.00 | 249,686 | 2026-06-15 | Filing | |
| $110.75 | 939 | $103,994.25 | 6,781 | 2026-06-12 | Filing | |
| $110.75 | 470 | $52,052.50 | 15,576 | 2026-06-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,360,596 | $470,928,356 | 0.01% | |
| 2. | 2,537,126 | $222,886,519 | 0.01% | |
| 3. | 1,584,606 | $139,207,637 | 0% | |
| 4. | 1,388,720 | $121,999,052 | 0% | |
| 5. | 1,320,909 | $116,055,920 | 0.01% |