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
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 $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 $5.72T AUM 30.48% 1-Year Est. Return

Citigroup's KVYO Position: Q1 2026 in Review

Citigroup increased its Klaviyo (KVYO) stake by 160% in Q1 2026, buying an estimated $1.9M and bringing the position to 143,462 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Citigroup first reported a position in KVYO in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.98M in Q1 2024. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Citigroup held 143,462 shares of Klaviyo worth $2.79M as of Q1 2026.
  • Citigroup bought 88,367 Klaviyo shares in Q1 2026, an estimated $1.9M.
  • Klaviyo made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2433 holding.
  • Citigroup first reported a position in Klaviyo in Q4 2023 and has held it in 10 quarters since.
  • Citigroup's Klaviyo position peaked at $6.98M in Q1 2024.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.