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Equibles

NICHOLAS COMPANY, INC.

Position in QLYS — Qualys, Inc.

CIK 903949 MILWAUKEE, WI
Back to QLYS Full portfolio

Position in QLYS

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$6,506,851
+$2,349,262 QoQ
Shares Held
47,326
0.0% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#82
of 433 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in QLYS Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

NICHOLAS COMPANY, INC. holds $448,627,286 across 13 Software - Infrastructure names. QLYS ranks #9 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 451,971 $168,594,222
2 PANW
Palo Alto Networks Inc
 266,270 $90,803,395
3 SNPS
Synopsys Inc
 135,282 $60,345,241
4 ZS
Zscaler, Inc.
 209,676 $29,595,767
5 OKTA
Okta, Inc.
 169,736 $23,160,477
6 CPAY
Corpay, Inc.
 68,345 $22,777,338
7 MDB
MongoDB, Inc.
 49,116 $16,498,064
8 TENB
Tenable Holdings, Inc.
 191,617 $7,066,834

All Filings in QLYS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,506,851 47,326
2026-03-31 $4,157,589 47,326
2025-12-31 $6,319,527 47,551
2025-09-30 $6,286,468 47,506
2025-06-30 $6,788,610 47,516
2025-03-31 $5,984,949 47,526
2024-12-31 $6,661,992 47,511
2024-09-30 $6,102,620 47,506
2024-06-30 $6,774,355 47,506
2024-03-31 $7,927,326 47,506
2023-12-31 $10,734,749 54,691
2023-09-30 $9,293,498 60,921
2023-06-30 $7,869,165 60,921
2023-03-31 $7,920,948 60,921
2022-12-31 $6,842,775 60,971
2022-09-30 $8,497,353 60,961
2022-06-30 $7,686,467 60,936
2022-03-31 $10,022,103 70,375
2021-12-31 $9,656,857 70,375
2021-09-30 $7,833,146 70,385
2021-06-30 $7,083,038 70,345
2021-03-31 $21,969,222 209,670
2020-12-31 $29,155,569 239,235
2020-09-30 $20,083,719 204,915
2020-06-30 $21,322,539 204,985
2020-03-31 $19,183,034 220,520