Catalyst Funds Management’s Klaviyo KVYO Stock Holding History

Catalyst Funds 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	-25,500	Closed	-$496K	–	771
2026 Q1	$496K	Buy	+25,500	New	+$547K	0.08%	251

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Catalyst Funds Management's KVYO Position: Q2 2026 in Review

Catalyst Funds Management sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 25,500 shares — an estimated $496K sold.

Catalyst Funds Management first reported a position in KVYO in Q1 2026 and held it in 1 quarter. The position peaked at $496K in Q1 2026. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Catalyst Funds Management reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
Catalyst Funds Management sold 25,500 Klaviyo shares in Q2 2026, an estimated $496K.
Catalyst Funds Management first reported a position in Klaviyo in Q1 2026 and held it in 1 quarter.
Catalyst Funds Management's Klaviyo position peaked at $496K in Q1 2026.
277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.