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Dmitry Balyasny’s Klaviyo KVYO Stock Holding History

Dmitry Balyasny’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 		$10.9M Buy
+718,899
New +$11.9M 0.01% 1020
2026
Q1 		– Sell
-227,664
Closed -$7.39M – 3224
2025
Q4 		$7.39M Sell
227,664
-348,907
-61% -$9.77M 0.01% 1186
2025
Q3 		$16M Buy
576,571
+459,712
+393% +$14.8M 0.02% 816
2025
Q2 		$3.92M Sell
116,859
-7,225
-6% -$229K 0.01% 1403
2025
Q1 		$3.75M Sell
124,084
-489,120
-80% -$19.7M 0.01% 1389
2024
Q4 		$25.3M Buy
613,204
+184,672
+43% +$7.05M 0.04% 561
2024
Q3 		$15.2M Buy
+428,532
New +$12.4M 0.02% 757
2024
Q2 		– Sell
-68,501
Closed -$1.75M – 2865
2024
Q1 		$1.75M Buy
+68,501
New +$1.83M ﹤0.01% 1583
2023
Q4 		– Sell
-355,834
Closed -$12.3M – 2700
2023
Q3 		$12.3M Buy
+355,834
New +$12.2M 0.03% 769

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

Dmitry Balyasny's KVYO Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in Klaviyo (KVYO) in Q2 2026: 718,899 shares worth $10.9M. The stake represents 0.01% of the portfolio and ranks #1020 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in KVYO as recently as Q4 2025.

Dmitry Balyasny first reported a position in KVYO in Q3 2023 and has held it in 9 quarters since. The position peaked at $25.3M in Q4 2024. 274 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Dmitry Balyasny held 718,899 shares of Klaviyo worth $10.9M as of Q2 2026.
  • Klaviyo was a new Dmitry Balyasny position in Q2 2026.
  • Klaviyo made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1020 holding.
  • Dmitry Balyasny first reported a position in Klaviyo in Q3 2023 and has held it in 9 quarters since.
  • Dmitry Balyasny's Klaviyo position peaked at $25.3M in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.