D.E. Shaw & Co
KVYO icon

D.E. Shaw & Co’s Klaviyo KVYO Stock Holding History

D.E. Shaw & Co’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 		$1.26M Sell
64,527
-280,515
-81% -$6.02M ﹤0.01% 3271
2025
Q4 		$11.2M Sell
345,042
-183,533
-35% -$5.14M 0.01% 1653
2025
Q3 		$14.6M Sell
528,575
-522,643
-50% -$16.9M 0.01% 1399
2025
Q2 		$35.3M Sell
1,051,218
-13,873
-1% -$439K 0.04% 731
2025
Q1 		$32.2M Sell
1,065,091
-245,136
-19% -$9.89M 0.04% 685
2024
Q4 		$54M Buy
1,310,227
+858,449
+190% +$32.8M 0.06% 546
2024
Q3 		$16M Buy
+451,778
New +$13.1M 0.02% 1128
2023
Q4 		– Sell
-35,000
Closed -$1.21M – 4488
2023
Q3 		$1.21M Buy
+35,000
New +$1.2M ﹤0.01% 2948

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