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 		$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 $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