QLYS
A chunky exit
Boston Trust Walden just showed the door to 93,512 shares of Qualys (QLYS), a stake sale worth roughly $10.36 million based on average Q1 2026 pricing. That’s not pocket change — it’s the kind of move that makes investors sit up and squint at the filing.
Why you should care
Institutional sells aren’t always a red flag. Sometimes a fund is rebalancing, harvesting gains, or making room for something shinier. But when a sizable holder pares back a position this much, it can still nudge sentiment lower in the short term, especially for a name like Qualys where big holders help anchor the stock.
The vibe check
What this doesn’t mean: Qualys suddenly has a broken business model or a surprise bombshell.
What it does mean: one institutional investor decided it wanted less exposure, and that can matter because stock prices are basically a constant popularity contest with spreadsheets.
Big picture
If you own QLYS, this is more of a “watch the tape” moment than a thesis changer. The sale is notable, but the real question is whether this is one-off portfolio housekeeping or the first clue that bigger investors are getting less enthusiastic about the name.