AllianceBernstein

AllianceBernstein’s Klaviyo KVYO Stock Holding History

AllianceBernstein’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 Q1	$99M	Sell	3,048,223 -1,683,089	-36%	-$36.1M	0.03%	391
2025 Q4	$154M	Sell	4,731,312 -75,365	-2%	-$2.11M	0.05%	277
2025 Q3	$133M	Buy	4,806,677 +382,428	+9%	+$12.4M	0.04%	307
2025 Q2	$149M	Buy	4,424,249 +404,969	+10%	+$12.8M	0.05%	266
2025 Q1	$122M	Buy	4,019,280 +23,064	+0.6%	+$930K	0.04%	311
2024 Q4	$165M	Sell	3,996,216 -686,170	-15%	-$26.2M	0.06%	258
2024 Q3	$166M	Sell	4,682,386 -326,287	-7%	-$9.46M	0.06%	264
2024 Q2	$125M	Buy	5,008,673 +1,093,413	+28%	+$25.6M	0.04%	328
2024 Q1	$99.8M	Buy	3,915,260 +2,026,150	+107%	+$54.1M	0.04%	401
2023 Q4	$52.5M	Buy	1,889,110 +317,425	+20%	+$9.4M	0.02%	568
2023 Q3	$54.2M	Buy	+1,571,685	New	+$53.9M	0.02%	534

Other funds holding KVYO

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return