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KVYO icon

Brandywine Managers’s Klaviyo KVYO Stock Holding History

Brandywine Managers’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 		$338K Hold
17,384
– – 0.2% 35
2025
Q4 		$564K Hold
17,384
– – 0.28% 27
2025
Q3 		$481K Buy
17,384
+4,346
+33% +$140K 0.46% 27
2025
Q2 		$438K Buy
13,038
+4,346
+50% +$138K 0.44% 25
2025
Q1 		$263K Hold
8,692
– – 0.32% 29
2024
Q4 		$358K Buy
+8,692
New +$332K 0.38% 28

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 $5.72T AUM 30.48% 1-Year Est. Return

Brandywine Managers's KVYO Position: Q1 2026 in Review

Brandywine Managers held its Klaviyo (KVYO) position steady in Q1 2026 at 17,384 shares worth $338K. The position accounts for 0.2% of the portfolio, ranked #35.

Brandywine Managers first reported a position in KVYO in Q4 2024 and has held it in 6 quarters since. The position peaked at $564K in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Brandywine Managers held 17,384 shares of Klaviyo worth $338K as of Q1 2026.
  • Brandywine Managers left its Klaviyo share count unchanged in Q1 2026.
  • Klaviyo made up 0.2% of Brandywine Managers's portfolio in Q1 2026, its #35 holding.
  • Brandywine Managers first reported a position in Klaviyo in Q4 2024 and has held it in 6 quarters since.
  • Brandywine Managers's Klaviyo position peaked at $564K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Brandywine Managers's 13F filing for Q1 2026, filed 14 May 2026.