Citigroup
KVYO icon

Citigroup’s Klaviyo KVYO Stock Holding History

Citigroup’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 		$719K Sell
47,592
-95,870
-67% -$1.59M ﹤0.01% 3685
2026
Q1 		$2.79M Buy
143,462
+88,367
+160% +$1.9M ﹤0.01% 2433
2025
Q4 		$1.79M Buy
55,095
+16,076
+41% +$450K ﹤0.01% 2727
2025
Q3 		$1.08M Buy
39,019
+7,615
+24% +$246K ﹤0.01% 3116
2025
Q2 		$1.05M Buy
31,404
+21,805
+227% +$691K ﹤0.01% 3158
2025
Q1 		$290K Sell
9,599
-5,394
-36% -$218K ﹤0.01% 3982
2024
Q4 		$618K Buy
14,993
+2,007
+15% +$76.6K ﹤0.01% 3680
2024
Q3 		$459K Sell
12,986
-9,442
-42% -$274K ﹤0.01% 3783
2024
Q2 		$558K Sell
22,428
-251,411
-92% -$5.88M ﹤0.01% 3318
2024
Q1 		$6.98M Buy
273,839
+157,989
+136% +$4.22M ﹤0.01% 1489
2023
Q4 		$3.22M Buy
+115,850
New +$3.43M ﹤0.01% 1893

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

Citigroup's KVYO Position: Q2 2026 in Review

Citigroup reduced its Klaviyo (KVYO) stake by 67% in Q2 2026, selling an estimated $1.59M and leaving 47,592 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #3685.

Citigroup first reported a position in KVYO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.98M in Q1 2024. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Citigroup held 47,592 shares of Klaviyo worth $719K as of Q2 2026.
  • Citigroup sold 95,870 Klaviyo shares in Q2 2026, an estimated $1.59M.
  • Klaviyo made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #3685 holding.
  • Citigroup first reported a position in Klaviyo in Q4 2023 and has held it in 11 quarters since.
  • Citigroup's Klaviyo position peaked at $6.98M in Q1 2024.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.