Capricorn Fund Managers’s Klaviyo KVYO Stock Holding History

Capricorn Fund 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	–	Sell	-20,000	Closed	-$649K	–	133
2025 Q4	$649K	Buy	+20,000	New	+$560K	0.16%	76

Other funds holding KVYO

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capricorn Fund Managers's KVYO Position: Q1 2026 in Review

Capricorn Fund Managers sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 20,000 shares — an estimated $649K sold.

Capricorn Fund Managers first reported a position in KVYO in Q4 2025 and held it in 1 quarter. The position peaked at $649K in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

Capricorn Fund Managers reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
Capricorn Fund Managers sold 20,000 Klaviyo shares in Q1 2026, an estimated $649K.
Capricorn Fund Managers first reported a position in Klaviyo in Q4 2025 and held it in 1 quarter.
Capricorn Fund Managers's Klaviyo position peaked at $649K in Q4 2025.
264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Capricorn Fund Managers's 13F filing for Q1 2026, filed 24 Apr 2026.