ClearBridge Investments
KVYO icon

ClearBridge Investments’s Klaviyo KVYO Stock Holding History

ClearBridge Investments’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 		$20.9M Sell
1,384,236
-89,195
-6% -$1.48M 0.02% 427
2026
Q1 		$28.7M Sell
1,473,431
-168,527
-10% -$3.61M 0.03% 392
2025
Q4 		$53.3M Sell
1,641,958
-339,640
-17% -$9.51M 0.04% 315
2025
Q3 		$54.9M Sell
1,981,598
-45,248
-2% -$1.46M 0.04% 316
2025
Q2 		$68.1M Buy
2,026,846
+110,998
+6% +$3.52M 0.06% 279
2025
Q1 		$58M Sell
1,915,848
-252,488
-12% -$10.2M 0.05% 290
2024
Q4 		$89.4M Buy
2,168,336
+19,567
+0.9% +$747K 0.07% 244
2024
Q3 		$76M Sell
2,148,769
-33,191
-2% -$962K 0.06% 273
2024
Q2 		$54.3M Sell
2,181,960
-23,724
-1% -$555K 0.04% 308
2024
Q1 		$56.2M Buy
2,205,684
+31,587
+1% +$844K 0.04% 310
2023
Q4 		$60.4M Buy
2,174,097
+309,864
+17% +$9.17M 0.05% 301
2023
Q3 		$64.3M Buy
+1,864,233
New +$64M 0.06% 276

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

ClearBridge Investments's KVYO Position: Q2 2026 in Review

ClearBridge Investments reduced its Klaviyo (KVYO) stake by 6.1% in Q2 2026, selling an estimated $1.48M and leaving 1,384,236 shares worth $20.9M. The position accounts for 0.02% of the portfolio, ranked #427.

ClearBridge Investments first reported a position in KVYO in Q3 2023 and has held it in 12 quarters since. The position peaked at $89.4M in Q4 2024. 274 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • ClearBridge Investments held 1,384,236 shares of Klaviyo worth $20.9M as of Q2 2026.
  • ClearBridge Investments sold 89,195 Klaviyo shares in Q2 2026, an estimated $1.48M.
  • Klaviyo made up 0.02% of ClearBridge Investments's portfolio in Q2 2026, its #427 holding.
  • ClearBridge Investments first reported a position in Klaviyo in Q3 2023 and has held it in 12 quarters since.
  • ClearBridge Investments's Klaviyo position peaked at $89.4M in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.