Yorktown Management & Research Co Inc

CIK 0001313559 • 6 13F filings • Apr 23, 2025 – Jul 23, 2026

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Filer information

Filed by: Yorktown Management & Research Co Inc, President
Address: 106 Annjo Court Suite A, Forest, VA, 24551
Phone: (434) 846-1361
AUM: $125.1M

AUM over time

$163.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyFinancialsOther

Holdings by filing

Portfolio value: $125.1M219 positionsView on SEC.gov

			% of Portfolio
ACADIA Pharmaceuticals, Inc.	COM	$322K	0.3%Prev: 0.2%	12,050 SH	Increased
Accelerant Holdings	CL A	$970K	0.8%	59,300 SH	New
ACM Research, Inc.	COM CL A	$525K	0.4%Prev: 0.4%	13,300 SH	Increased
AeroVironment, Inc.	COM	$482K	0.4%Prev: 0.5%	1,994 SH	Decreased
Alignment Healthcare, Inc.	COM	$243K	0.2%Prev: 0.2%	12,300 SH	Increased
Allegro MicroSystems, Inc.	COM	$298K	0.2%Prev: 0.3%	11,300 SH	Decreased
API Group Corporation	COM STK	$580K	0.5%	15,150 SH	New
Applied Digital Corporation	COM NEW	$744K	0.6%	30,350 SH	New
Argan, Inc.	COM	$210K	0.2%	670 SH	New
Argenx S.E.	SPONSORED ADR	$357K	0.3%	425 SH	New
Arista Networks, Inc.	COM SHS	$1.3M	1.0%	9,800 SH	New
Asana, Inc.	CL A	$271K	0.2%	19,800 SH	New
Axon Enterprise, Inc.	COM	$1.5M	1.2%Prev: 1.5%	2,650 SH	Decreased
Axsome Therapeutics, Inc.	COM	$310K	0.2%	1,700 SH	New
AZZ, Inc.	COM	$402K	0.3%Prev: 0.3%	3,750 SH	Decreased
Badger Meter, Inc.	COM	$288K	0.2%Prev: 0.2%	1,650 SH	Decreased
Balchem Corporation	COM	$222K	0.2%	1,450 SH	New
Bancorp, Inc. (The)	COM	$290K	0.2%	4,300 SH	New
BILL Holdings, Inc.	COM	$303K	0.2%	5,550 SH	New
BlackLine, Inc.	COM	$304K	0.2%Prev: 0.2%	5,500 SH	Increased
Boot Barn Holdings, Inc.	COM	$450K	0.4%Prev: 0.3%	2,550 SH	Increased
Boyd Gaming Corporation	COM	$230K	0.2%	2,700 SH	New
Brookfield Asset Management Ltd.	CL A LMT VTG SHS	$295K	0.2%Prev: 0.3%	5,637 SH	Decreased
BWX Technologies, Inc.	COM	$812K	0.6%Prev: 0.7%	4,700 SH	Decreased
Cactus, Inc.	CL A	$317K	0.3%	6,950 SH	New
Calix, Inc.	COM	$476K	0.4%Prev: 0.4%	9,000 SH	Decreased
Camtek Ltd.	ORD	$553K	0.4%Prev: 0.4%	5,200 SH	Increased
Casey's General Stores, Inc.	COM	$663K	0.5%Prev: 0.5%	1,200 SH	Decreased
Cavco Industries, Inc.	COM	$473K	0.4%Prev: 0.4%	800 SH	Increased
CBRE Group, Inc.	CL A	$434K	0.3%Prev: 0.3%	2,700 SH	Increased
CECO Environmental Corporation	COM	$581K	0.5%	9,700 SH	New
Celestica, Inc.	COM	$724K	0.6%Prev: 0.5%	2,450 SH	Increased
Chart Industries, Inc.	COM	$320K	0.3%Prev: 0.2%	1,550 SH	Increased
Chefs' Warehouse, Inc. (The)	COM	$439K	0.4%	7,050 SH	New
Chime Financial, Inc.	COM SHS CL A	$357K	0.3%	14,200 SH	New
Churchill Downs, Inc.	COM	$324K	0.3%	2,850 SH	New
Ciena Corporation	COM NEW	$386K	0.3%	1,650 SH	New
Clean Harbors, Inc.	COM	$340K	0.3%Prev: 0.3%	1,450 SH	Increased
Clearwater Analytics Holdings, Inc.	CL A	$403K	0.3%	16,700 SH	New
Comfort Systems USA, Inc.	COM	$3.3M	2.6%Prev: 2.3%	3,500 SH	Increased
Construction Partners, Inc.	COM CL A	$521K	0.4%	4,800 SH	New
Copart, Inc.	COM	$368K	0.3%Prev: 0.3%	9,400 SH	Decreased
Core & Main, Inc.	CL A	$691K	0.6%Prev: 0.6%	13,300 SH	Decreased
Corp America Airports S.A.	COM	$354K	0.3%	13,600 SH	New
CSW Industrials, Inc.	COM	$382K	0.3%Prev: 0.3%	1,300 SH	Increased
Curtiss-Wright Corporation	COM	$772K	0.6%	1,400 SH	New
Customers Bancorp, Inc.	COM	$355K	0.3%Prev: 0.3%	4,850 SH	Increased
CyberArk Software Ltd.	SHS	$1.8M	1.4%Prev: 1.6%	4,050 SH	Decreased
Datadog, Inc.	CL A COM	$544K	0.4%Prev: 0.5%	4,000 SH	Decreased
Dave, Inc.	CLASS A COM NEW	$487K	0.4%	2,200 SH	New
Digi International, Inc.	COM	$593K	0.5%Prev: 0.4%	13,700 SH	Increased
Dlocal Ltd./Uruguay	CLASS A COM	$858K	0.7%Prev: 0.5%	60,700 SH	Increased+19,200 SH
Dorman Products, Inc.	COM	$456K	0.4%Prev: 0.7%	3,700 SH	Decreased-1,800 SH
Doximity, Inc.	CL A	$319K	0.3%Prev: 0.4%	7,200 SH	Decreased
DraftKings, Inc.	COM CL A	$343K	0.3%Prev: 0.3%	9,960 SH	Decreased
Dutch Bros, Inc.	CL A	$631K	0.5%	10,300 SH	New
Dycom Industries, Inc.	COM	$499K	0.4%Prev: 0.3%	1,476 SH	Increased
Eagle Materials, Inc.	COM	$341K	0.3%Prev: 0.3%	1,650 SH	Decreased
elf Beauty, Inc.	COM	$202K	0.2%Prev: 0.3%	2,650 SH	Decreased
Embraer S.A.	SPONSORED ADS	$270K	0.2%	4,200 SH	New
Enova International, Inc.	COM	$354K	0.3%Prev: 0.2%	2,250 SH	Increased
Ensign Group, Inc. (The)	COM	$610K	0.5%	3,500 SH	New
ESCO Technologies, Inc.	COM	$220K	0.2%	1,125 SH	New
ExlService Holdings, Inc.	COM	$768K	0.6%Prev: 0.6%	18,100 SH	Decreased
Fabrinet	SHS	$1.7M	1.4%Prev: 1.1%	3,800 SH	Increased
Figure Technology Solutions, Inc.	COM CL A	$707K	0.6%	17,300 SH	New
FirstCash Holdings, Inc.	COM	$789K	0.6%Prev: 0.6%	4,950 SH	Increased
FNB Corp	COM	$173K	0.1%	10,100 SH	New
Fortinet, Inc.	COM	$393K	0.3%Prev: 0.3%	4,950 SH	Decreased
Franklin Electric Company, Inc.	COM	$573K	0.5%	6,000 SH	New
Freedom Holding Corp	COM	$450K	0.4%	3,700 SH	New
FTAI Aviation Ltd.	SHS	$1.1M	0.9%Prev: 0.8%	5,800 SH	Increased
Futu Holdings Ltd.	SPON ADS CL A	$575K	0.5%	3,500 SH	New
Genius Sports Ltd.	SHARES CL A	$691K	0.6%Prev: 0.6%	62,700 SH	Decreased
Globant S.A.	COM	$307K	0.2%	4,700 SH	New
Globus Medical, Inc.	CL A	$559K	0.4%Prev: 0.3%	6,400 SH	Increased
Gold Fields Ltd.	SPONSORED ADR	$993K	0.8%Prev: 0.8%	22,750 SH	Increased
Goosehead Insurance, Inc.	COM CL A	$372K	0.3%	5,050 SH	New
Grab Holdings Ltd.	CLASS A ORD	$259K	0.2%Prev: 0.2%	52,000 SH	Decreased
Group 1 Automotive, Inc.	COM	$271K	0.2%	690 SH	New
Grupo Aeroportuario del Sureste S.A.B. de C.V.	SPON ADR SER B	$450K	0.4%	1,390 SH	New
Guardant Health, Inc.	COM	$567K	0.5%Prev: 0.3%	5,550 SH	Increased
Guidewire Software, Inc.	COM	$281K	0.2%Prev: 0.3%	1,400 SH	Decreased
HA Sustainable Infrastructure Capital, Inc.	COM	$740K	0.6%	23,550 SH	New
Hagerty, Inc.	CL A COM	$270K	0.2%	20,100 SH	New
Hamilton Insurance Group Ltd.	CL B	$268K	0.2%	9,600 SH	New
Hamilton Lane, Inc.	CL A	$443K	0.4%Prev: 0.6%	3,300 SH	Decreased-2,300 SH
Hawkins, Inc.	COM	$732K	0.6%Prev: 0.8%	5,150 SH	Decreased
HCI Group, Inc.	COM	$345K	0.3%Prev: 0.3%	1,800 SH	Decreased
HealthEquity, Inc.	COM	$378K	0.3%	4,125 SH	New
HEICO Corporation	COM	$414K	0.3%	1,280 SH	New
Herc Holdings, Inc.	COM	$594K	0.5%	4,000 SH	New
Hims & Hers Health, Inc.	COM CL A	$252K	0.2%Prev: 0.4%	7,750 SH	Decreased
Houlihan Lokey, Inc.	CL A	$671K	0.5%Prev: 0.6%	3,850 SH	Decreased
IES Holdings, Inc.	COM	$2.5M	2.0%Prev: 2.0%	6,340 SH	Decreased
Ingersoll Rand, Inc.	COM	$768K	0.6%Prev: 0.6%	9,700 SH	Decreased
Insmed, Inc.	COM PAR $.01	$1.7M	1.3%Prev: 1.1%	9,600 SH	Increased
Installed Building Products, Inc.	COM	$752K	0.6%Prev: 0.6%	2,900 SH	Increased
Intapp, Inc.	COM	$302K	0.2%	6,600 SH	New
Interactive Brokers Group, Inc.	COM CL A	$797K	0.6%Prev: 0.7%	12,400 SH	Decreased
InterDigital, Inc.	COM	$462K	0.4%Prev: 0.4%	1,450 SH	Decreased
Interface, Inc.	COM	$202K	0.2%Prev: 0.2%	7,225 SH	Decreased
iRadimed Corporation	COM	$219K	0.2%	2,250 SH	New
IREN Ltd.	ORDINARY SHARES	$357K	0.3%Prev: 0.4%	9,450 SH	Decreased
iShares Convertible Bond ETF	CONV BD ETF	$2.7M	2.1%Prev: 4.0%	27,000 SH	Decreased-23,000 SH
iShares iBoxx $ High Yield Corporate Bond ETF	IBOXX HI YD ETF	$645K	0.5%Prev: 0.5%	8,000 SH	Decreased
iShares iBoxx $ Investment Grade Corporate Bond	IBOXX INV CP ETF	$882K	0.7%	8,000 SH	New
iShares Preferred and Income Securities ETF	PFD AND INCM SEC	$1.2M	1.0%	40,000 SH	New
Itron, Inc.	COM	$279K	0.2%Prev: 0.3%	3,000 SH	Decreased
ITT, Inc.	COM	$573K	0.5%Prev: 0.5%	3,300 SH	Decreased
Janus International Group, Inc.	COMMON STOCK	$186K	0.1%Prev: 0.2%	28,500 SH	Decreased
Kadant, Inc.	COM	$406K	0.3%	1,425 SH	New
Karman Holdings, Inc.	COMMON STOCK	$245K	0.2%	3,350 SH	New
Kinsale Capital Group, Inc.	COM	$767K	0.6%Prev: 0.4%	1,960 SH	Increased+660 SH
KKR & Company, Inc.	COM	$918K	0.7%	7,200 SH	New
KLA Corporation	COM NEW	$1.1M	0.9%	890 SH	New
Klaviyo, Inc.	COM SER A	$385K	0.3%	11,850 SH	New
Kodiak Gas Services, Inc.	COM	$281K	0.2%	7,500 SH	New
Korn Ferry	COM NEW	$376K	0.3%	5,700 SH	New
Kratos Defense & Security Solutions, Inc.	COM NEW	$471K	0.4%	6,200 SH	New
Krystal Biotech, Inc.	COM	$493K	0.4%Prev: 0.3%	2,000 SH	Increased
Leonardo DRS, Inc.	COM	$269K	0.2%	7,900 SH	New
Life360, Inc.	COM	$577K	0.5%Prev: 0.8%	9,000 SH	Decreased
Lithia Motors, Inc.	COM	$698K	0.6%Prev: 0.5%	2,100 SH	Increased
Loar Holdings, Inc.	COM SHS	$544K	0.4%	8,000 SH	New
LPL Financial Holdings, Inc.	COM	$1.9M	1.5%Prev: 1.4%	5,290 SH	Increased
Lyft, Inc.	CL A COM	$643K	0.5%	33,200 SH	New
Marex Group PLC	ORD	$226K	0.2%	5,900 SH	New
MasTec, Inc.	COM	$478K	0.4%Prev: 0.4%	2,200 SH	Increased
Medpace Holdings, Inc.	COM	$1.0M	0.8%Prev: 0.7%	1,800 SH	Increased
Modine Manufacturing Company	COM	$554K	0.4%	4,150 SH	New
Monolithic Power Systems, Inc.	COM	$589K	0.5%Prev: 0.5%	650 SH	Decreased
Mueller Industries, Inc.	COM	$1.7M	1.3%Prev: 1.2%	14,450 SH	Increased
Napco Security Technologies, Inc.	COM	$413K	0.3%	9,900 SH	New
NCR Atleos Corporation	COM SHS	$396K	0.3%	10,400 SH	New
NerdWallet, Inc.	COM CL A	$205K	0.2%	15,100 SH	New
Netskope, Inc.	CL A	$439K	0.4%	25,050 SH	New
Neurocrine Biosciences, Inc.	COM	$319K	0.3%	2,250 SH	New
NIQ Global Intelligence plc	ORDINARY SHARES	$289K	0.2%	17,550 SH	New
Nova Ltd.	COM	$1.1M	0.8%	3,200 SH	New
Okta, Inc.	CL A	$355K	0.3%Prev: 0.3%	4,100 SH	Decreased
Old National Bancorp	COM	$316K	0.3%	14,150 SH	New
Ollie's Bargain Outlet Holdings, Inc.	COM	$260K	0.2%	2,370 SH	New
Pagseguro Digital Ltd.	COM CL A	$364K	0.3%Prev: 0.3%	37,800 SH	Decreased
Palomar Holdings, Inc.	COM	$270K	0.2%	2,000 SH	New
Pampa Energia S.A.	SPONS ADR LVL I	$637K	0.5%	7,200 SH	New
Par Pacific Holdings, Inc.	COM NEW	$348K	0.3%Prev: 0.3%	9,900 SH	Decreased
Parsons Corporation	COM	$210K	0.2%	3,400 SH	New
Patria Investments Ltd.	COM CL A	$540K	0.4%	34,000 SH	New
Paycom Software, Inc.	COM	$335K	0.3%Prev: 0.3%	2,100 SH	Decreased
Paylocity Holding Corporation	COM	$503K	0.4%	3,300 SH	New
Paymentus Holdings, Inc.	COM CL A	$341K	0.3%Prev: 0.3%	10,800 SH	Increased
Payoneer Global, Inc.	COM	$229K	0.2%Prev: 0.4%	40,700 SH	Decreased-52,000 SH
Penumbra, Inc.	COM	$933K	0.7%Prev: 0.6%	3,000 SH	Increased
Performance Food Group Company	COM	$709K	0.6%	7,880 SH	New
Piper Sandler Cos	COM	$360K	0.3%	1,060 SH	New
Primoris Services Corporation	COM	$763K	0.6%	6,150 SH	New
Procore Technologies, Inc.	COM	$491K	0.4%	6,750 SH	New
Progyny, Inc.	COM	$295K	0.2%Prev: 0.2%	11,500 SH	Increased
PTC, Inc.	COM	$488K	0.4%Prev: 0.5%	2,800 SH	Decreased
PulteGroup, Inc.	COM	$469K	0.4%Prev: 0.4%	4,000 SH	Decreased
Qualys, Inc.	COM	$625K	0.5%Prev: 0.5%	4,700 SH	Increased
RadNet, Inc.	COM	$382K	0.3%Prev: 0.3%	5,350 SH	Decreased
Ralph Lauren Corporation	CL A	$248K	0.2%	700 SH	New
Ramaco Resources, Inc.	COM CL A	$345K	0.3%Prev: 0.5%	19,150 SH	Decreased
Rambus, Inc.	COM	$643K	0.5%Prev: 0.6%	7,000 SH	Decreased
Raymond James Financial, Inc.	COM	$1.0M	0.8%Prev: 0.9%	6,450 SH	Decreased
RBC Bearings, Inc.	COM	$883K	0.7%Prev: 0.6%	1,970 SH	Increased
Reddit, Inc.	CL A	$609K	0.5%Prev: 0.5%	2,650 SH	Decreased
RenaissanceRe Holdings Ltd.	COM	$408K	0.3%Prev: 0.3%	1,450 SH	Increased
Rhythm Pharmaceuticals, Inc.	COM	$326K	0.3%	3,050 SH	New
RingCentral, Inc.	CL A	$377K	0.3%Prev: 0.3%	13,050 SH	Increased
Robinhood Markets, Inc.	COM CL A	$1.4M	1.1%Prev: 1.4%	12,300 SH	Decreased
Rollins, Inc.	COM	$438K	0.4%Prev: 0.3%	7,300 SH	Increased
Rush Street Interactive, Inc.	COM	$766K	0.6%Prev: 0.4%	39,400 SH	Increased+12,500 SH
Saia, Inc.	COM	$601K	0.5%Prev: 0.4%	1,840 SH	Increased
Seacoast Banking Corp. of Florida	COM NEW	$291K	0.2%	9,250 SH	New
SEMrush Holdings, Inc.	CL A COM	$386K	0.3%	32,500 SH	New
SentinelOne, Inc.	CL A	$249K	0.2%	16,600 SH	New
Sezzle, Inc.	COM	$501K	0.4%	7,900 SH	New
SharkNinja, Inc.	COM SHS	$392K	0.3%	3,500 SH	New
SmartFinancial, Inc.	COM NEW	$250K	0.2%Prev: 0.2%	6,750 SH	Increased
SPDR Bloomberg Convertible Securities ETF	STATE STREET SPD	$2.4M	1.9%	27,000 SH	New
Sportradar Group A.G.	CLASS A ORD SHS	$1.0M	0.8%	42,100 SH	New
SPS Commerce, Inc.	COM	$386K	0.3%Prev: 0.4%	4,330 SH	Decreased
SPX Technologies, Inc.	COM	$540K	0.4%Prev: 0.4%	2,700 SH	Increased
Stifel Financial Corporation	COM	$614K	0.5%	4,900 SH	New
Stock Yards Bancorp, Inc.	COM	$526K	0.4%Prev: 0.5%	8,100 SH	Decreased
StoneX Group, Inc.	COM	$999K	0.8%Prev: 0.8%	10,500 SH	Decreased
Super Micro Computer, Inc.	COM NEW	$584K	0.5%Prev: 0.8%	19,950 SH	Decreased
Synchrony Financial	COM	$501K	0.4%Prev: 0.3%	6,000 SH	Increased
TD SYNNEX Corporation	COM	$406K	0.3%	2,700 SH	New
Tecnoglass, Inc.	ORD SHS	$204K	0.2%	4,050 SH	New
Teledyne Technologies, Inc.	COM	$460K	0.4%Prev: 0.4%	900 SH	Decreased
Texas Pacific Land Corporation	COM	$414K	0.3%	1,440 SH	New
Texas Roadhouse, Inc.	COM	$221K	0.2%	1,330 SH	New
TG Therapeutics, Inc.	COM	$317K	0.3%Prev: 0.3%	10,650 SH	Decreased
Toast, Inc.	CL A	$270K	0.2%Prev: 0.2%	7,600 SH	Decreased
Tootsie Roll Industries, Inc.	COM	$377K	0.3%Prev: 0.3%	10,300 SH	Decreased
TopBuild Corporation	COM	$542K	0.4%	1,300 SH	New
TransMedics Group, Inc.	COM	$426K	0.3%	3,500 SH	New
Transportadora de Gas del Sur S.A.	SPONSORED ADS B	$320K	0.3%Prev: 0.2%	10,300 SH	Increased
Tyler Technologies, Inc.	COM	$749K	0.6%Prev: 0.7%	1,650 SH	Decreased
Uber Technologies, Inc.	COM	$327K	0.3%Prev: 0.3%	4,000 SH	Decreased
United States Lime & Minerals, Inc.	COM	$745K	0.6%	6,225 SH	New
Universal Technical Institute, Inc.	COM	$238K	0.2%	9,100 SH	New
Upwork, Inc.	COM	$434K	0.3%Prev: 0.3%	21,900 SH	Increased
V2X, Inc.	COM	$295K	0.2%	5,400 SH	New
Vanguard Emerging Markets Government Bond ETF	EM MK GOV BD ETF	$2.2M	1.8%Prev: 1.3%	33,000 SH	Increased+8,000 SH
Veeva Systems, Inc.	CL A COM	$368K	0.3%Prev: 0.4%	1,650 SH	Decreased
Velocity Financial, Inc.	COM	$270K	0.2%Prev: 0.2%	13,000 SH	Increased
Verra Mobility Corporation	CL A COM STK	$224K	0.2%	10,000 SH	New
WESCO International, Inc.	COM	$1.1M	0.9%Prev: 0.8%	4,550 SH	Increased
Western Alliance Bancorp	COM	$311K	0.2%Prev: 0.3%	3,700 SH	Decreased
Woodward, Inc.	COM	$831K	0.7%Prev: 0.6%	2,750 SH	Increased
Xometry, Inc.	CLASS A COM	$657K	0.5%Prev: 0.5%	11,050 SH	Increased
Zeta Global Holdings Corporation	CL A	$780K	0.6%	38,350 SH	New
ZoomInfo Technologies, Inc.	COMMON STOCK	$176K	0.1%	17,300 SH	New
Zurn Elkay Water Solutions Corporation	COM	$453K	0.4%	9,750 SH	New

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All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001193125-26-020430	$125.1M	View
Oct 29, 2025	Q3 2025	13F-HR	0001193125-25-255399	$125.4M	View
Jul 23, 2026	Q2 2026