Bank Julius Baer & Co
KVYO icon

Bank Julius Baer & Co’s Klaviyo KVYO Stock Holding History

Bank Julius Baer & 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
-4,042
Closed -$112K – 682
2025
Q3 		$112K Buy
4,042
+229
+6% +$7.39K ﹤0.01% 530
2025
Q2 		$128K Sell
3,813
-876
-19% -$27.8K ﹤0.01% 476
2025
Q1 		$142K Sell
4,689
-147
-3% -$5.93K ﹤0.01% 448
2024
Q4 		$220K Buy
4,836
+359
+8% +$13.7K ﹤0.01% 417
2024
Q3 		$188K Sell
4,477
-298
-6% -$8.64K ﹤0.01% 400
2024
Q2 		$132K Sell
4,775
-4,644
-49% -$109K ﹤0.01% 369
2024
Q1 		$240K Buy
+9,419
New +$252K ﹤0.01% 381

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Whale Rock Capital Management
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Bank Julius Baer & Co's KVYO Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 4,042 shares — an estimated $112K sold.

Bank Julius Baer & Co first reported a position in KVYO in Q1 2024 and held it in 7 quarters. The position peaked at $240K in Q1 2024. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

  • Bank Julius Baer & Co reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 4,042 Klaviyo shares in Q4 2025, an estimated $112K.
  • Bank Julius Baer & Co first reported a position in Klaviyo in Q1 2024 and held it in 7 quarters.
  • Bank Julius Baer & Co's Klaviyo position peaked at $240K in Q1 2024.
  • 261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.