Citigroup
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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
Q3 		$18.2M Buy
1,155,159
+1,107,567
+2,327% +$19.4M 0.01% 1242
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

Summit Partners
Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Morangie Management
Morangie Management Vero Beach, Florida $119M AUM 11.22% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Citigroup's KVYO Position: Q3 2026 in Review

Citigroup increased its Klaviyo (KVYO) stake by 2,327% in Q3 2026, buying an estimated $19.4M and bringing the position to 1,155,159 shares worth $18.2M. The position accounts for 0.01% of the portfolio, ranked #1242.

Citigroup first reported a position in KVYO in Q4 2023 and has held it in 12 quarters since. 77 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

  • Citigroup held 1,155,159 shares of Klaviyo worth $18.2M as of Q3 2026.
  • Citigroup bought 1,107,567 Klaviyo shares in Q3 2026, an estimated $19.4M.
  • Klaviyo made up 0.01% of Citigroup's portfolio in Q3 2026, its #1242 holding.
  • Citigroup first reported a position in Klaviyo in Q4 2023 and has held it in 12 quarters since.
  • 77 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.