Adage Capital Partners
KVYO icon

Adage Capital Partners’s Klaviyo KVYO Stock Holding History

Adage Capital Partners’s Portfolio KVYO Stock Details KVYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-50,000
Closed -$1.68M – 936
2025
Q2 		$1.68M Sell
50,000
-25,000
-33% -$792K ﹤0.01% 772
2025
Q1 		$2.27M Sell
75,000
-175,000
-70% -$7.06M ﹤0.01% 754
2024
Q4 		$10.3M Sell
250,000
-200,000
-44% -$7.64M 0.02% 595
2024
Q3 		$15.9M Buy
+450,000
New +$13M 0.03% 508

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Adage Capital Partners's KVYO Position: Q3 2025 in Review

Adage Capital Partners sold out of Klaviyo (KVYO) in Q3 2025, closing a stake of 50,000 shares — an estimated $1.68M sold.

Adage Capital Partners first reported a position in KVYO in Q3 2024 and held it in 4 quarters. The position peaked at $15.9M in Q3 2024. 276 funds tracked by Wall St. Rank hold KVYO as of Q3 2025.

  • Adage Capital Partners reported no remaining Klaviyo position as of Q3 2025 after selling out during the quarter.
  • Adage Capital Partners sold 50,000 Klaviyo shares in Q3 2025, an estimated $1.68M.
  • Adage Capital Partners first reported a position in Klaviyo in Q3 2024 and held it in 4 quarters.
  • Adage Capital Partners's Klaviyo position peaked at $15.9M in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q3 2025.

Based on Adage Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.