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 |
|---|---|---|---|---|---|---|
| $160.18 | 43 | $6,887.74 | 62,689 | 2026-07-20 | Filing | |
| $159.35 | 262 | $41,748.63 | 62,732 | 2026-07-20 | Filing | |
| $158.06 | 334 | $52,791.37 | 62,994 | 2026-07-20 | Filing | |
| $156.71 | 243 | $38,080.70 | 63,328 | 2026-07-20 | Filing | |
| $158.19 | 500 | $79,095.00 | 12,210 | 2026-07-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 984,889 | $135,412,389 | 1.03% | |
| 2. | 368,865 | $50,715,249 | 0.25% | |
| 3. | 174,089 | $23,935,497 | 0.07% | |
| 4. | 112,278 | $15,437,102 | 1.27% | |
| 5. | 102,800 | $14,133,972 | 1.07% |