Chase Coleman’s Klaviyo KVYO Stock Holding History

Chase Coleman’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
2025 Q1	–	Sell	-35,000	Closed	-$1.44M	–	49
2024 Q4	$1.44M	Hold	35,000	–	–	0.01%	48
2024 Q3	$1.24M	Hold	35,000	–	–	0.01%	42
2024 Q2	$871K	Hold	35,000	–	–	﹤0.01%	42
2024 Q1	$892K	Hold	35,000	–	–	﹤0.01%	39
2023 Q4	$972K	Hold	35,000	–	–	0.01%	37
2023 Q3	$1.21M	Buy	+35,000	New	+$1.2M	0.01%	45

Other funds holding KVYO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WRCM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Chase Coleman's KVYO Position: Q1 2025 in Review

Chase Coleman sold out of Klaviyo (KVYO) in Q1 2025, closing a stake of 35,000 shares — an estimated $1.44M sold.

Chase Coleman first reported a position in KVYO in Q3 2023 and held it in 6 quarters. The position peaked at $1.44M in Q4 2024. 217 funds tracked by Wall St. Rank hold KVYO as of Q1 2025.

Chase Coleman reported no remaining Klaviyo position as of Q1 2025 after selling out during the quarter.
Chase Coleman sold 35,000 Klaviyo shares in Q1 2025, an estimated $1.44M.
Chase Coleman first reported a position in Klaviyo in Q3 2023 and held it in 6 quarters.
Chase Coleman's Klaviyo position peaked at $1.44M in Q4 2024.
217 funds tracked by Wall St. Rank held Klaviyo as of Q1 2025.

Based on Tiger Global Management's 13F filing for Q1 2025, filed 15 May 2025.