Exited position

Terry Smith’s Qualys Inc (QLYS) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Fundsmith LLPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2020Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares1.07MHighest verified quarter-end share count
Quarters reported24Verified quarters with shares above zero
What happened?

Fundsmith LLP first reported Qualys Inc in Q2 2020. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Fundsmith LLP sold the entire position in Q2 2026, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold the entire position−226.08K shares · No shares reported at quarter-end
Q1 2026
Sold 65.1% of the position−421.73K shares · 226.08K shares remained
Filing context

Quarter-end price $87.85 · Estimated holding basis $113.96

Q4 2025
Sold 25.6% of the position−223.05K shares · 647.81K shares remained
Filing context

Quarter-end price $132.90 · Estimated holding basis $113.96

Q3 2025
Bought 21.2% more+152.26K shares · 870.86K shares reported after the change
Filing context

Quarter-end price $132.33 · Estimated holding basis $113.96

Q1 2025
Bought 31.1% more+170.59K shares · 718.60K shares reported after the change
Filing context

Quarter-end price $125.93 · Estimated holding basis $110.06

Q2 2024
Sold 3.0% of the position−17.24K shares · 548.01K shares remained
Filing context

Quarter-end price $142.60 · Estimated holding basis $105.12

5 unchanged quarters are collapsed by default.

Portfolio importance

How important was Qualys Inc in Fundsmith LLP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.2%Q1 2026
Last reported rank#28of 34 reported positions
Peak portfolio weight0.6%Q3 2025
Best historical rank#20Q3 2025
At peak importanceQ3 2025
QLYS
0.6%
Largest holding
8.6%
Cross-investor discovery

Who else owns Qualys Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
QLYS0.0% of reported portfolio
Explore Qualys Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$178.082026-09-17

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Fundsmith LLP’s reported positions. Form 13F reports quarter-end positions and is filed later; it does not disclose exact trade dates or execution prices.