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Diker Management’s Klaviyo KVYO Stock Holding History

Diker Management’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 		– Sell
-80,042
Closed -$2.6M – 46
2025
Q4 		$2.6M Hold
80,042
– – 2.01% 8
2025
Q3 		$2.22M Hold
80,042
– – 1.79% 12
2025
Q2 		$2.69M Buy
80,042
+55,000
+220% +$1.74M 2.53% 4
2025
Q1 		$758K Sell
25,042
-74,958
-75% -$3.02M 0.91% 14
2024
Q4 		$4.12M Sell
100,000
-48,359
-33% -$1.85M 3.57% 5
2024
Q3 		$5.25M Sell
148,359
-51,641
-26% -$1.5M 4.19% 2
2024
Q2 		$4.98M Buy
200,000
+50,000
+33% +$1.17M 4.22% 4
2024
Q1 		$3.82M Buy
150,000
+129,900
+646% +$3.47M 3.11% 8
2023
Q4 		$558K Buy
+20,100
New +$595K 0.46% 23

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Diker Management's KVYO Position: Q1 2026 in Review

Diker Management sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 80,042 shares — an estimated $2.6M sold.

Diker Management first reported a position in KVYO in Q4 2023 and held it in 9 quarters. The position peaked at $5.25M in Q3 2024. 266 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Diker Management reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
  • Diker Management sold 80,042 Klaviyo shares in Q1 2026, an estimated $2.6M.
  • Diker Management first reported a position in Klaviyo in Q4 2023 and held it in 9 quarters.
  • Diker Management's Klaviyo position peaked at $5.25M in Q3 2024.
  • 266 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Diker Management's 13F filing for Q1 2026, filed 15 May 2026.