Balyasny Asset Management
KVYO icon

Balyasny Asset Management’s Klaviyo KVYO Stock Holding History

Balyasny Asset 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 		– Sell
-227,664
Closed -$7.39M – 3257
2025
Q4 		$7.39M Sell
227,664
-348,907
-61% -$9.77M 0.01% 1186
2025
Q3 		$16M Buy
576,571
+459,712
+393% +$14.8M 0.03% 816
2025
Q2 		$3.92M Sell
116,859
-7,225
-6% -$229K 0.01% 1403
2025
Q1 		$3.75M Sell
124,084
-489,120
-80% -$19.7M 0.01% 1389
2024
Q4 		$25.3M Buy
613,204
+184,672
+43% +$7.05M 0.06% 561
2024
Q3 		$15.2M Buy
+428,532
New +$12.4M 0.04% 757
2024
Q2 		– Sell
-68,501
Closed -$1.75M – 2893
2024
Q1 		$1.75M Buy
+68,501
New +$1.83M ﹤0.01% 1583
2023
Q4 		– Sell
-355,834
Closed -$12.3M – 2713
2023
Q3 		$12.3M Buy
+355,834
New +$12.2M 0.03% 769

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