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 		$3.66M Buy
187,900
+50,000
+36% +$1.07M ﹤0.01% 4879
2025
Q4 		$4.48M Sell
137,900
-17,000
-11% -$476K ﹤0.01% 4451
2025
Q3 		$4.29M Sell
154,900
-73,300
-32% -$2.37M ﹤0.01% 4633
2025
Q2 		$7.66M Sell
228,200
-159,000
-41% -$5.04M 0.01% 3417
2025
Q1 		$11.7M Buy
387,200
+34,300
+10% +$1.38M 0.01% 2653
2024
Q4 		$14.6M Buy
352,900
+242,900
+221% +$9.27M 0.01% 2529
2024
Q3 		$3.89M Sell
110,000
-33,200
-23% -$962K ﹤0.01% 4353
2024
Q2 		$3.56M Buy
143,200
+55,500
+63% +$1.3M ﹤0.01% 4296
2024
Q1 		$2.23M Buy
87,700
+42,300
+93% +$1.13M ﹤0.01% 5314
2023
Q4 		$1.26M Buy
45,400
+36,700
+422% +$1.09M ﹤0.01% 6233
2023
Q3 		$300K Buy
+8,700
New +$299K ﹤0.01% 9170

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