Citadel Advisors
KVYO icon

Citadel Advisors’s Klaviyo KVYO Stock Holding History

Citadel Advisors’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 		$22.6M Buy
1,162,379
+846,610
+268% +$18.2M 0.02% 2188
2025
Q4 		$10.3M Sell
315,769
-2,676,729
-89% -$75M 0.01% 3226
2025
Q3 		$82.9M Buy
2,992,498
+2,356,579
+371% +$76.1M 0.07% 981
2025
Q2 		$21.4M Sell
635,919
-296,196
-32% -$9.38M 0.02% 2063
2025
Q1 		$28.2M Buy
932,115
+432,769
+87% +$17.5M 0.03% 1662
2024
Q4 		$20.6M Buy
499,346
+86,086
+21% +$3.29M 0.02% 2136
2024
Q3 		$14.6M Sell
413,260
-184,960
-31% -$5.36M 0.02% 2408
2024
Q2 		$14.9M Buy
598,220
+575,961
+2,588% +$13.5M 0.01% 2324
2024
Q1 		$567K Sell
22,259
-41,661
-65% -$1.11M ﹤0.01% 8104
2023
Q4 		$1.78M Sell
63,920
-246,635
-79% -$7.3M ﹤0.01% 5583
2023
Q3 		$10.7M Buy
+310,555
New +$10.7M 0.01% 2607

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 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 $5.7T AUM 30.48% 1-Year Est. Return