Capital Research Global Investors
KVYO icon

Capital Research Global Investors’s Klaviyo KVYO Stock Holding History

Capital Research Global Investors’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
-1,348,445
Closed -$26.2M – 456
2026
Q1 		$26.2M Sell
1,348,445
-1,229,337
-48% -$26.4M ﹤0.01% 401
2025
Q4 		$83.7M Sell
2,577,782
-15,361
-0.6% -$430K 0.02% 315
2025
Q3 		$71.8M Sell
2,593,143
-125,724
-5% -$4.06M 0.01% 321
2025
Q2 		$91.3M Hold
2,718,867
– – 0.02% 297
2025
Q1 		$82.3M Sell
2,718,867
-282,633
-9% -$11.4M 0.02% 309
2024
Q4 		$124M Sell
3,001,500
-2,265,626
-43% -$86.5M 0.03% 277
2024
Q3 		$186M Buy
5,267,126
+104,760
+2% +$3.04M 0.04% 227
2024
Q2 		$128M Buy
5,162,366
+4,159,490
+415% +$97.3M 0.03% 254
2024
Q1 		$25.6M Hold
1,002,876
– – 0.01% 371
2023
Q4 		$27.9M Hold
1,002,876
– – 0.01% 356
2023
Q3 		$34.6M Buy
+1,002,876
New +$34.4M 0.01% 345

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

Capital Research Global Investors's KVYO Position: Q2 2026 in Review

Capital Research Global Investors sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 1,348,445 shares — an estimated $26.2M sold.

Capital Research Global Investors first reported a position in KVYO in Q3 2023 and held it in 11 quarters. The position peaked at $186M in Q3 2024. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Capital Research Global Investors reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • Capital Research Global Investors sold 1,348,445 Klaviyo shares in Q2 2026, an estimated $26.2M.
  • Capital Research Global Investors first reported a position in Klaviyo in Q3 2023 and held it in 11 quarters.
  • Capital Research Global Investors's Klaviyo position peaked at $186M in Q3 2024.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Capital Research Global Investors's 13F filing for Q2 2026, filed 12 Aug 2026.