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
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 $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 $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors's KVYO Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Klaviyo (KVYO) stake by 13% in Q1 2026, buying an estimated $769K and bringing the position to 322,708 shares worth $6.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

Dimensional Fund Advisors first reported a position in KVYO in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.31M in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Dimensional Fund Advisors held 322,708 shares of Klaviyo worth $6.28M as of Q1 2026.
  • Dimensional Fund Advisors bought 35,867 Klaviyo shares in Q1 2026, an estimated $769K.
  • Klaviyo made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2425 holding.
  • Dimensional Fund Advisors first reported a position in Klaviyo in Q3 2024 and has held it in 7 quarters since.
  • Dimensional Fund Advisors's Klaviyo position peaked at $9.31M in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.