Terry Smith - Fundsmith
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    34
Portfolio value:    $12,827,766,987
Holdings Activity Buys Sells    History
Holding/activity history for  Qualys, Inc. (QLYS)
← All QLYS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 226,077 0.15 Reduce 65.10% 0.33 $82.06–137.49 · VW $105.27i $19,860,864 SEC
2025   Q4 647,806 0.50 Reduce 25.61% 0.15 $121.01–155.47 · VW $135.49i $86,093,417 SEC
2025   Q3 870,859 0.58 Add 21.19% 0.10 $124.10–151.10 · VW $134.87i $115,240,771 SEC
2025   Q2 718,602 0.45 $142.87 $102,666,668 SEC
2025   Q1 718,602 0.41 Add 31.13% 0.10 $121.53–150.58 · VW $135.06i $90,493,550 SEC
2024   Q4 548,009 0.33 $140.22 $76,841,822 SEC
2024   Q3 548,009 0.28 $128.46 $70,397,236 SEC
2024   Q2 548,009 0.32 Reduce 3.05% 0.01 $131.07–174.20 · VW $151.26i $78,146,083 SEC
2024   Q1 565,246 0.37 Reduce 9.41% 0.05 $156.51–201.03 · VW $175.83i $94,322,600 SEC
2023   Q4 623,955 0.51 Reduce 4.58% 0.02 $149.17–206.35 · VW $174.81i $122,469,887 SEC
2023   Q3 653,895 0.45 Reduce 0.69% <0.01 $122.53–157.88 · VW $145.98i $99,751,682 SEC
2023   Q2 658,407 0.36 $129.17 $85,046,432 SEC
2023   Q1 658,407 0.37 $130.02 $85,606,078 SEC
2022   Q4 658,407 0.34 Reduce 0.46% <0.01 $107.69–148.51 · VW $127.15i $73,893,018 SEC
2022   Q3 661,420 0.44 Reduce 28.90% 0.15 $114.02–162.36 · VW $139.34i $92,195,000 SEC
2022   Q2 930,206 0.52 Reduce 0.92% <0.01 $110.74–150.10 · VW $130.00i $117,336,000 SEC
2022   Q1 938,828 0.46 Reduce 12.49% 0.05 $108.10–145.50 · VW $129.12i $133,698,000 SEC
2021   Q4 1,072,823 0.36 Add 0.22% <0.01 $106.48–142.94 · VW $128.92i $147,213,000 SEC
2021   Q3 1,070,513 0.33 Add 0.36% <0.01 $97.02–121.07 · VW $109.39i $119,137,000 SEC
2021   Q2 1,066,674 0.30 Add 0.53% <0.01 $92.00–108.98 · VW $100.66i $107,403,000 SEC
2021   Q1 1,061,066 0.35 Add 13.63% 0.04 $90.26–148.84 · VW $113.79i $111,178,000 SEC
2020   Q4 933,787 0.38 Add 14.76% 0.05 $86.65–126.30 · VW $102.84i $113,801,000 SEC
2020   Q3 813,720 0.31 Add 30.44% 0.07 $90.93–125.22 · VW $108.87i $79,753,000 SEC
2020   Q2 623,812 0.28 Buy 0.28 $81.80–119.20 · VW $105.61i $64,889,000 SEC
Price snapshot:
Current price$151.54
Avg. buy price$113.96
+/- since buy32.98%
52-week low$74.51
52-week high$164.17