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Evergreen Capital Management’s Klaviyo KVYO Stock Holding History

Evergreen Capital 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
Q2 		– Sell
-12,450
Closed -$242K – 1611
2026
Q1 		$242K Buy
+12,450
New +$267K 0.01% 1276

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

Evergreen Capital Management's KVYO Position: Q2 2026 in Review

Evergreen Capital Management sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 12,450 shares — an estimated $242K sold.

Evergreen Capital Management first reported a position in KVYO in Q1 2026 and held it in 1 quarter. The position peaked at $242K in Q1 2026. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Evergreen Capital Management reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 12,450 Klaviyo shares in Q2 2026, an estimated $242K.
  • Evergreen Capital Management first reported a position in Klaviyo in Q1 2026 and held it in 1 quarter.
  • Evergreen Capital Management's Klaviyo position peaked at $242K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.