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Burkehill Global Management’s Klaviyo KVYO Stock Holding History

Burkehill Global 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 		– Sell
-300,000
Closed -$5.84M – 197
2026
Q1 		$5.84M Hold
300,000
– – 0.29% 69
2025
Q4 		$9.74M Hold
300,000
– – 0.64% 49
2025
Q3 		$8.31M Hold
300,000
– – 0.47% 63
2025
Q2 		$10.1M Buy
+300,000
New +$9.5M 0.74% 48

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Burkehill Global Management's KVYO Position: Q2 2026 in Review

Burkehill Global Management sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 300,000 shares — an estimated $5.84M sold.

Burkehill Global Management first reported a position in KVYO in Q2 2025 and held it in 4 quarters. The position peaked at $10.1M in Q2 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Burkehill Global Management reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • Burkehill Global Management sold 300,000 Klaviyo shares in Q2 2026, an estimated $5.84M.
  • Burkehill Global Management first reported a position in Klaviyo in Q2 2025 and held it in 4 quarters.
  • Burkehill Global Management's Klaviyo position peaked at $10.1M in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Burkehill Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.