
What smart money is saying about Yubico
1 fund in our archive has pitched Yubico — most recently Pontus in April 2026.
Yubico AB provides authentication solutions for use in enterprises and online services. It offers YubiKey, a hardware authentication token and a USB-key for instant authentication to networks and services that works on various browsers, platforms, and computers; and YubiEnterprise Delivery, a cloud-based service to streamline YubiKeys shipping and fulfillment for remote workforces. The company also provides YubiKey Firmware, which enables the YubiKey to be used in pre-boot settings, such as the TrueCrypt full disk encryption, an open source software. In addition, it offers YubiKey 4C Nano, a multi-protocol USB-C authentication device. The company's customers include individual developers, universities, and local e-governments. Yubico AB was founded in 2007 and is based in Stockholm, Sweden with an additional location in Sunnyvale, California. It has operations in Sweden, the United Kingdom, and India.
Position history
Every position in Yubico on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 1 |
Fund activity · 1 position · 1 move
- New positionProtean Funds Partner LetterApril 2026
“We have started to build a position in Yubico.”
Read the letterYubico
Fund coverage · 1 thesis
- PontusApril 2026
Yubico is a hardware authentication company with a strong balance sheet and AI-driven cybersecurity tailwinds that could widen its advantage over software-only credentials despite recent execution issues.
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