Dimensional Fund Advisors
KVYO icon

Dimensional Fund Advisors’s Klaviyo KVYO Stock Holding History

Dimensional Fund Advisors’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 		$15.1M Buy
1,002,210
+679,502
+211% +$11.3M ﹤0.01% 2153
2026
Q1 		$6.28M Buy
322,708
+35,867
+13% +$769K ﹤0.01% 2425
2025
Q4 		$9.31M Buy
286,841
+152,002
+113% +$4.26M ﹤0.01% 2306
2025
Q3 		$3.73M Sell
134,839
-105,756
-44% -$3.42M ﹤0.01% 2621
2025
Q2 		$8.08M Buy
240,595
+41,055
+21% +$1.3M ﹤0.01% 2350
2025
Q1 		$6.04M Buy
199,540
+126,724
+174% +$5.11M ﹤0.01% 2443
2024
Q4 		$3M Buy
72,816
+57,318
+370% +$2.19M ﹤0.01% 2684
2024
Q3 		$548K Buy
+15,498
New +$449K ﹤0.01% 3025

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

Dimensional Fund Advisors's KVYO Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Klaviyo (KVYO) stake by 211% in Q2 2026, buying an estimated $11.3M and bringing the position to 1,002,210 shares worth $15.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Dimensional Fund Advisors first reported a position in KVYO in Q3 2024 and has held it in 8 quarters since. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Dimensional Fund Advisors held 1,002,210 shares of Klaviyo worth $15.1M as of Q2 2026.
  • Dimensional Fund Advisors bought 679,502 Klaviyo shares in Q2 2026, an estimated $11.3M.
  • Klaviyo made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2153 holding.
  • Dimensional Fund Advisors first reported a position in Klaviyo in Q3 2024 and has held it in 8 quarters since.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.