What happened
According to a recent SEC filing dated April 24, 2026, Boston Trust Walden Corp sold 93,512 shares of Qualys (NASDAQ:QLYS) during the first quarter. The estimated transaction value is $10.36 million, based on the average unadjusted closing price for the quarter. The value of the fund’s stake in Qualys fell by $57.95 million quarter-over-quarter, a figure that includes both the effect of the sale and share price movements.
What else to know
Qualys now accounts for 0.73% of Boston Trust Walden Corp’s 13F reportable AUM following the reduction in shares
Top holdings after the filing:
NASDAQ: GOOGL: $468.88 million (3.86% of AUM)
NASDAQ: AAPL: $378.28 million (3.11% of AUM)
NASDAQ: MSFT: $358.75 million (2.95% of AUM)
NASDAQ: NVDA: $192.26 million (1.58% of AUM)
NYSE: ATR: $170,062 million (1.4% of AUM)
As of April 23, 2026, Qualys shares were priced at $84.04, down 31.0% over one year, trailing the S&P 500 by 63.2 percentage points
Company overview
Metric | Value |
|---|---|
Price (as of market close 2026-04-24) | $84.34 |
Market Capitalization | $3.01 billion |
Revenue (TTM) | $669.12 million |
Net Income (TTM) | $198.32 million |
Company snapshot
Qualys provides a suite of cloud-based IT, security, and compliance solutions, including vulnerability management, threat protection, endpoint detection, and web application security.
The company operates a subscription-based business model, generating revenue through sales of its integrated cloud platform and related services to enterprise, government, and SMB clients.
Its primary customers include organizations across industries such as financial services, healthcare, government, technology, and retail, with a focus on enterprises and public sector clients.
Qualys, Inc. is a leading provider of cloud-based security and compliance solutions, serving a broad range of industries with scalable, integrated offerings. The company leverages its proprietary cloud platform to help organizations identify, assess, and remediate IT vulnerabilities efficiently. A consistent focus on automation and integration positions Qualys as a strategic partner for enterprises seeking robust cybersecurity and compliance management at scale.
What this transaction means for investors
You don’t have to look very far to find reasons why Boston Trust Walden might be disappointed with its Qualys investment. The cybersecurity stock is down more than 45% from the high-water mark it set last November.
Boston Trust Walden doesn’t appear too concerned about Qualys losing customers to software that its customers can build themselves with increasingly useful generative artificial intelligence applications. It only sold off about 8% of its Qualys investment during the first quarter.
