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

Capital Research Global Investors's KVYO Position: Q1 2026 in Review

Capital Research Global Investors reduced its Klaviyo (KVYO) stake by 48% in Q1 2026, selling an estimated $26.4M and leaving 1,348,445 shares worth $26.2M. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Capital Research Global Investors first reported a position in KVYO in Q3 2023 and has held it in 11 quarters since. The position peaked at $186M in Q3 2024. 265 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Capital Research Global Investors held 1,348,445 shares of Klaviyo worth $26.2M as of Q1 2026.
  • Capital Research Global Investors sold 1,229,337 Klaviyo shares in Q1 2026, an estimated $26.4M.
  • Klaviyo made up ﹤0.01% of Capital Research Global Investors's portfolio in Q1 2026, its #401 holding.
  • Capital Research Global Investors first reported a position in Klaviyo in Q3 2023 and has held it in 11 quarters since.
  • Capital Research Global Investors's Klaviyo position peaked at $186M in Q3 2024.
  • 265 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.