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
Q2 		$4.76M Buy
315,000
+55,100
+21% +$913K ﹤0.01% 4811
2026
Q1 		$5.06M Sell
259,900
-27,200
-9% -$583K ﹤0.01% 4314
2025
Q4 		$9.32M Buy
287,100
+27,800
+11% +$779K ﹤0.01% 3345
2025
Q3 		$7.18M Buy
259,300
+42,800
+20% +$1.38M ﹤0.01% 3747
2025
Q2 		$7.27M Sell
216,500
-97,000
-31% -$3.07M ﹤0.01% 3495
2025
Q1 		$9.49M Buy
313,500
+86,800
+38% +$3.5M ﹤0.01% 2923
2024
Q4 		$9.35M Sell
226,700
-97,800
-30% -$3.73M ﹤0.01% 3072
2024
Q3 		$11.5M Buy
324,500
+132,000
+69% +$3.83M ﹤0.01% 2701
2024
Q2 		$4.79M Buy
192,500
+125,900
+189% +$2.95M ﹤0.01% 3812
2024
Q1 		$1.7M Buy
66,600
+50,400
+311% +$1.35M ﹤0.01% 5847
2023
Q4 		$450K Buy
16,200
+2,700
+20% +$79.9K ﹤0.01% 8332
2023
Q3 		$466K Buy
+13,500
New +$463K ﹤0.01% 8217

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors's KVYO Position: Q2 2026 in Review

Citadel Advisors increased its Klaviyo (KVYO) stake by 0.84% in Q2 2026, buying an estimated $161K and bringing the position to 1,172,112 shares worth $17.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2747.

Citadel Advisors first reported a position in KVYO in Q3 2023 and has held it in 12 quarters since. The position peaked at $82.9M in Q3 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Citadel Advisors held 1,172,112 shares of Klaviyo worth $17.7M as of Q2 2026.
  • Citadel Advisors bought 9,733 Klaviyo shares in Q2 2026, an estimated $161K.
  • Klaviyo made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #2747 holding.
  • Citadel Advisors first reported a position in Klaviyo in Q3 2023 and has held it in 12 quarters since.
  • Citadel Advisors's Klaviyo position peaked at $82.9M in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.