Avala Global’s Klaviyo KVYO Stock Holding History

Avala 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
2024 Q1	–	Sell	-40,000	Closed	-$1.11M	–	28
2023 Q4	$1.11M	Hold	40,000	–	–	0.09%	25
2023 Q3	$1.38M	Buy	+40,000	New	+$1.37M	0.13%	18

Other funds holding KVYO

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return

Granger Management New York $323M AUM 22.35% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avala Global's KVYO Position: Q1 2024 in Review

Avala Global sold out of Klaviyo (KVYO) in Q1 2024, closing a stake of 40,000 shares — an estimated $1.11M sold.

Avala Global first reported a position in KVYO in Q3 2023 and held it in 2 quarters. The position peaked at $1.38M in Q3 2023. 130 funds tracked by Wall St. Rank hold KVYO as of Q1 2024.

Avala Global reported no remaining Klaviyo position as of Q1 2024 after selling out during the quarter.
Avala Global sold 40,000 Klaviyo shares in Q1 2024, an estimated $1.11M.
Avala Global first reported a position in Klaviyo in Q3 2023 and held it in 2 quarters.
Avala Global's Klaviyo position peaked at $1.38M in Q3 2023.
130 funds tracked by Wall St. Rank held Klaviyo as of Q1 2024.

Based on Avala Global's 13F filing for Q1 2024, filed 15 May 2024.