AIM
KVYO icon

Aigen Investment Management’s Klaviyo KVYO Stock Holding History

Aigen Investment Management’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
2026
Q2 		$211K Buy
+13,993
New +$232K 0.06% 425
2025
Q4 		– Sell
-11,890
Closed -$329K – 814
2025
Q3 		$329K Sell
11,890
-26,515
-69% -$856K 0.05% 511
2025
Q2 		$1.29M Buy
+38,405
New +$1.22M 0.18% 182
2024
Q4 		– Sell
-9,480
Closed -$335K – 874
2024
Q3 		$335K Buy
+9,480
New +$275K 0.07% 431

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Aigen Investment Management's KVYO Position: Q2 2026 in Review

Aigen Investment Management opened a new position in Klaviyo (KVYO) in Q2 2026: 13,993 shares worth $211K. The stake represents 0.06% of the portfolio and ranks #425 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in KVYO as recently as Q3 2025.

Aigen Investment Management first reported a position in KVYO in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.29M in Q2 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Aigen Investment Management held 13,993 shares of Klaviyo worth $211K as of Q2 2026.
  • Klaviyo was a new Aigen Investment Management position in Q2 2026.
  • Klaviyo made up 0.06% of Aigen Investment Management's portfolio in Q2 2026, its #425 holding.
  • Aigen Investment Management first reported a position in Klaviyo in Q3 2024 and has held it in 4 quarters since.
  • Aigen Investment Management's Klaviyo position peaked at $1.29M in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.