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
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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
VCM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return