All companies
Yubico logo

What smart money is saying about YubicoSweden flag

YUBICO.ST · Technology · Software - Infrastructure · Market cap $521M

1 fund in our archive has pitched Yubico — most recently Pontus in April 2026.

Company profile

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.

1
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Every position in Yubico on record in the archive was reported in Q2 2026, across 1 fund letter1 opened or added to the position.

Fund letters reporting a position in Yubico, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261101

Fund activity · 1 position · 1 move

Fund coverage · 1 thesis

  • Pontus
    April 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.

    Read the full thesis

Read every full thesis on Yubico

Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans
Share this ledger