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Eventide Asset Management’s Klaviyo KVYO Stock Holding History

Eventide Asset Management’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 		– Sell
-15,555
Closed -$506K – 295
2025
Q4 		$506K Sell
15,555
-6
-0% -$168 0.01% 236
2025
Q3 		$445K Sell
15,561
-2,458
-14% -$79.4K 0.01% 224
2025
Q2 		$605K Buy
+18,019
New +$571K 0.01% 210
2025
Q1 		– Sell
-15,792
Closed -$651K – 244
2024
Q4 		$651K Buy
+15,792
New +$603K 0.01% 196

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Eventide Asset Management's KVYO Position: Q1 2026 in Review

Eventide Asset Management sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 15,555 shares — an estimated $506K sold.

Eventide Asset Management first reported a position in KVYO in Q4 2024 and held it in 4 quarters. The position peaked at $651K in Q4 2024. 266 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Eventide Asset Management reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
  • Eventide Asset Management sold 15,555 Klaviyo shares in Q1 2026, an estimated $506K.
  • Eventide Asset Management first reported a position in Klaviyo in Q4 2024 and held it in 4 quarters.
  • Eventide Asset Management's Klaviyo position peaked at $651K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Eventide Asset Management's 13F filing for Q1 2026, filed 15 May 2026.