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
Q3 		$16.8M Buy
1,065,026
+62,816
+6% +$1.1M ﹤0.01% 2096
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

Summit Partners
Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors's KVYO Position: Q3 2026 in Review

Dimensional Fund Advisors increased its Klaviyo (KVYO) stake by 6.3% in Q3 2026, buying an estimated $1.1M and bringing the position to 1,065,026 shares worth $16.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Dimensional Fund Advisors first reported a position in KVYO in Q3 2024 and has held it in 9 quarters since. 134 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

  • Dimensional Fund Advisors held 1,065,026 shares of Klaviyo worth $16.8M as of Q3 2026.
  • Dimensional Fund Advisors bought 62,816 Klaviyo shares in Q3 2026, an estimated $1.1M.
  • Klaviyo made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2096 holding.
  • Dimensional Fund Advisors first reported a position in Klaviyo in Q3 2024 and has held it in 9 quarters since.
  • 134 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.