CI Investments Inc
KVYO icon

CI Investments Inc’s Klaviyo KVYO Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-148
Closed -$4K – 980
2025
Q3 		$4K Buy
148
+39
+36% +$1.26K ﹤0.01% 1266
2025
Q2 		$4K Sell
109
-29
-21% -$919 ﹤0.01% 1269
2025
Q1 		$4K Buy
138
+3
+2% +$121 ﹤0.01% 1281
2024
Q4 		$6K Buy
135
+6
+5% +$229 ﹤0.01% 1266
2024
Q3 		$5K Buy
129
+11
+9% +$319 ﹤0.01% 1250
2024
Q2 		$3K Buy
118
+45
+62% +$1.05K ﹤0.01% 1246
2024
Q1 		$2K Buy
+73
New +$1.95K ﹤0.01% 1277

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

CI Investments Inc's KVYO Position: Q4 2025 in Review

CI Investments Inc sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 148 shares — an estimated $4K sold.

CI Investments Inc first reported a position in KVYO in Q1 2024 and held it in 7 quarters. The position peaked at $6K in Q4 2024. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

  • CI Investments Inc reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 148 Klaviyo shares in Q4 2025, an estimated $4K.
  • CI Investments Inc first reported a position in Klaviyo in Q1 2024 and held it in 7 quarters.
  • CI Investments Inc's Klaviyo position peaked at $6K in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.