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Algert Global’s Klaviyo KVYO Stock Holding History

Algert Global’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 		$3.43M Buy
227,320
+88,150
+63% +$1.46M 0.04% 687
2026
Q1 		$2.71M Buy
139,170
+34,760
+33% +$746K 0.04% 628
2025
Q4 		$3.39M Sell
104,410
-185,137
-64% -$5.19M 0.05% 562
2025
Q3 		$8.02M Buy
289,547
+184,397
+175% +$5.96M 0.13% 248
2025
Q2 		$3.53M Buy
105,150
+52,080
+98% +$1.65M 0.07% 444
2025
Q1 		$1.61M Buy
+53,070
New +$2.14M 0.04% 666

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

Algert Global's KVYO Position: Q2 2026 in Review

Algert Global increased its Klaviyo (KVYO) stake by 63% in Q2 2026, buying an estimated $1.46M and bringing the position to 227,320 shares worth $3.43M. The position accounts for 0.04% of the portfolio, ranked #687.

Algert Global first reported a position in KVYO in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.02M in Q3 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Algert Global held 227,320 shares of Klaviyo worth $3.43M as of Q2 2026.
  • Algert Global bought 88,150 Klaviyo shares in Q2 2026, an estimated $1.46M.
  • Klaviyo made up 0.04% of Algert Global's portfolio in Q2 2026, its #687 holding.
  • Algert Global first reported a position in Klaviyo in Q1 2025 and has held it in 6 quarters since.
  • Algert Global's Klaviyo position peaked at $8.02M in Q3 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.