Engineers Gate Manager’s Klaviyo KVYO Stock Holding History

Engineers Gate Manager’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	$388K	Sell	19,960 -550,038	-96%	-$11.8M	﹤0.01%	1554
2025 Q4	$18.5M	Buy	569,998 +166,974	+41%	+$4.68M	0.22%	96
2025 Q3	$11.2M	Buy	403,024 +170,950	+74%	+$5.52M	0.13%	186
2025 Q2	$7.79M	Buy	232,074 +48,681	+27%	+$1.54M	0.1%	279
2025 Q1	$5.55M	Buy	183,393 +140,082	+323%	+$5.65M	0.09%	306
2024 Q4	$1.79M	Sell	43,311 -73,496	-63%	-$2.81M	0.03%	680
2024 Q3	$4.13M	Buy	116,807 +100,300	+608%	+$2.91M	0.08%	335
2024 Q2	$411K	Buy	+16,507	New	+$386K	0.01%	1304
2024 Q1	–	Sell	-31,936	Closed	-$887K	–	2117
2023 Q4	$887K	Buy	+31,936	New	+$945K	0.03%	863

Other funds holding KVYO

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return