ACM
KVYO icon

Aquatic Capital Management’s Klaviyo KVYO Stock Holding History

Aquatic Capital 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
Q1 		$2.35M Buy
120,960
+90,965
+303% +$1.95M 0.07% 339
2025
Q4 		$974K Sell
29,995
-15,947
-35% -$447K 0.03% 559
2025
Q3 		$1.27M Buy
+45,942
New +$1.48M 0.02% 602

Other funds holding KVYO

SP
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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aquatic Capital Management's KVYO Position: Q1 2026 in Review

Aquatic Capital Management increased its Klaviyo (KVYO) stake by 303% in Q1 2026, buying an estimated $1.95M and bringing the position to 120,960 shares worth $2.35M. The position accounts for 0.07% of the portfolio, ranked #339.

Aquatic Capital Management first reported a position in KVYO in Q3 2025 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Aquatic Capital Management held 120,960 shares of Klaviyo worth $2.35M as of Q1 2026.
  • Aquatic Capital Management bought 90,965 Klaviyo shares in Q1 2026, an estimated $1.95M.
  • Klaviyo made up 0.07% of Aquatic Capital Management's portfolio in Q1 2026, its #339 holding.
  • Aquatic Capital Management first reported a position in Klaviyo in Q3 2025 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.