Bienville Capital Management’s Klaviyo KVYO Stock Holding History

Bienville 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 Q2	$14.2M	Sell	938,354 -289,509	-24%	-$4.8M	1.89%	19
2026 Q1	$23.9M	Buy	1,227,863 +258,600	+27%	+$5.55M	4.34%	5
2025 Q4	$31.5M	Buy	969,263 +689,963	+247%	+$19.3M	5%	6
2025 Q3	$7.73M	Buy	+279,300	New	+$9.02M	1.47%	26
2024 Q3	–	Sell	-340,903	Closed	-$8.49M	–	84
2024 Q2	$8.49M	Buy	340,903 +134,001	+65%	+$3.14M	2.03%	18
2024 Q1	$5.27M	Buy	+206,902	New	+$5.53M	1.6%	21

Other funds holding KVYO

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bienville Capital Management's KVYO Position: Q2 2026 in Review

Bienville Capital Management reduced its Klaviyo (KVYO) stake by 24% in Q2 2026, selling an estimated $4.8M and leaving 938,354 shares worth $14.2M. The position accounts for 1.89% of the portfolio, ranked #19.

Bienville Capital Management first reported a position in KVYO in Q1 2024 and has held it in 6 quarters since. The position peaked at $31.5M in Q4 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Bienville Capital Management held 938,354 shares of Klaviyo worth $14.2M as of Q2 2026.
Bienville Capital Management sold 289,509 Klaviyo shares in Q2 2026, an estimated $4.8M.
Klaviyo made up 1.89% of Bienville Capital Management's portfolio in Q2 2026, its #19 holding.
Bienville Capital Management first reported a position in Klaviyo in Q1 2024 and has held it in 6 quarters since.
Bienville Capital Management's Klaviyo position peaked at $31.5M in Q4 2025.
277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Bienville Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.