Federated Hermes
KVYO icon

Federated Hermes’s Klaviyo KVYO Stock Holding History

Federated Hermes’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
-2,639,485
Closed -$51.4M – 2115
2026
Q1 		$51.4M Sell
2,639,485
-261,322
-9% -$5.61M 0.08% 256
2025
Q4 		$94.2M Sell
2,900,807
-9,385
-0.3% -$263K 0.16% 156
2025
Q3 		$80.6M Sell
2,910,192
-815
-0% -$26.3K 0.14% 177
2025
Q2 		$97.8M Buy
2,911,007
+241,207
+9% +$7.64M 0.18% 145
2025
Q1 		$80.8M Hold
2,669,800
– – 0.17% 148
2024
Q4 		$110M Sell
2,669,800
-214,500
-7% -$8.19M 0.24% 104
2024
Q3 		$102M Buy
2,884,300
+409,700
+17% +$11.9M 0.22% 110
2024
Q2 		$61.6M Hold
2,474,600
– – 0.15% 182
2024
Q1 		$63.1M Buy
2,474,600
+1,899,324
+330% +$50.7M 0.15% 183
2023
Q4 		$16M Buy
+575,276
New +$17M 0.04% 442

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

Federated Hermes's KVYO Position: Q2 2026 in Review

Federated Hermes sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 2,639,485 shares — an estimated $51.4M sold.

Federated Hermes first reported a position in KVYO in Q4 2023 and held it in 10 quarters. The position peaked at $110M in Q4 2024. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Federated Hermes reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • Federated Hermes sold 2,639,485 Klaviyo shares in Q2 2026, an estimated $51.4M.
  • Federated Hermes first reported a position in Klaviyo in Q4 2023 and held it in 10 quarters.
  • Federated Hermes's Klaviyo position peaked at $110M in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.