AlphaQuest’s Klaviyo KVYO Stock Holding History

AlphaQuest’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	–	Sell	-18,877	Closed	-$613K	–	1090
2025 Q4	$613K	Sell	18,877 -267	-1%	-$7.48K	0.03%	677
2025 Q3	$530K	Buy	19,144 +15,418	+414%	+$498K	0.03%	760
2025 Q2	$125K	Sell	3,726 -18,040	-83%	-$572K	0.01%	1353
2025 Q1	$659K	Buy	+21,766	New	+$878K	0.07%	427

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WRCM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AlphaQuest's KVYO Position: Q1 2026 in Review

AlphaQuest sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 18,877 shares — an estimated $613K sold.

AlphaQuest first reported a position in KVYO in Q1 2025 and held it in 4 quarters. The position peaked at $659K in Q1 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

AlphaQuest reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 18,877 Klaviyo shares in Q1 2026, an estimated $613K.
AlphaQuest first reported a position in Klaviyo in Q1 2025 and held it in 4 quarters.
AlphaQuest's Klaviyo position peaked at $659K in Q1 2025.
264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.