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B. Metzler seel. Sohn & Co’s Klaviyo KVYO Stock Holding History

B. Metzler seel. Sohn & Co’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
2025
Q4 		– Sell
-54,949
Closed -$1.52M – 747
2025
Q3 		$1.52M Sell
54,949
-33,605
-38% -$1.09M 0.01% 461
2025
Q2 		$2.97M Buy
88,554
+29,014
+49% +$919K 0.03% 298
2025
Q1 		$1.8M Buy
59,540
+12,655
+27% +$511K 0.02% 380
2024
Q4 		$1.93M Buy
+46,885
New +$1.79M 0.02% 375

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

B. Metzler seel. Sohn & Co's KVYO Position: Q4 2025 in Review

B. Metzler seel. Sohn & Co sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 54,949 shares — an estimated $1.52M sold.

B. Metzler seel. Sohn & Co first reported a position in KVYO in Q4 2024 and held it in 4 quarters. The position peaked at $2.97M in Q2 2025. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

  • B. Metzler seel. Sohn & Co reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 54,949 Klaviyo shares in Q4 2025, an estimated $1.52M.
  • B. Metzler seel. Sohn & Co first reported a position in Klaviyo in Q4 2024 and held it in 4 quarters.
  • B. Metzler seel. Sohn & Co's Klaviyo position peaked at $2.97M in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q4 2025, filed 28 Jan 2026.