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David Shaw’s Klaviyo KVYO Stock Holding History

David Shaw’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 		– Sell
-30,800
Closed -$599K – 5061
2026
Q1 		$599K Hold
30,800
– – ﹤0.01% 3758
2025
Q4 		$1M Buy
+30,800
New +$863K ﹤0.01% 3544
2024
Q4 		– Sell
-11,700
Closed -$414K – 4645
2024
Q3 		$414K Hold
11,700
– – ﹤0.01% 3808
2024
Q2 		$291K Buy
+11,700
New +$274K ﹤0.01% 3909

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

David Shaw's KVYO Position: Q2 2026 in Review

David Shaw increased its Klaviyo (KVYO) stake by 1,751% in Q2 2026, buying an estimated $18.7M and bringing the position to 1,194,162 shares worth $18M. The position accounts for 0.01% of the portfolio, ranked #1355.

David Shaw first reported a position in KVYO in Q3 2023 and has held it in 9 quarters since. The position peaked at $54M in Q4 2024. 274 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • David Shaw held 1,194,162 shares of Klaviyo worth $18M as of Q2 2026.
  • David Shaw bought 1,129,635 Klaviyo shares in Q2 2026, an estimated $18.7M.
  • Klaviyo made up 0.01% of David Shaw's portfolio in Q2 2026, its #1355 holding.
  • David Shaw first reported a position in Klaviyo in Q3 2023 and has held it in 9 quarters since.
  • David Shaw's Klaviyo position peaked at $54M in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.