Fidelity Investments
KVYO icon

Fidelity Investments’s Klaviyo KVYO Stock Holding History

Fidelity Investments’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 		$99.1M Sell
6,566,155
-3,220,927
-33% -$53.4M ﹤0.01% 1232
2026
Q1 		$190M Buy
9,787,082
+1,415,365
+17% +$30.4M 0.01% 879
2025
Q4 		$272M Buy
8,371,717
+131,686
+2% +$3.69M 0.01% 742
2025
Q3 		$228M Buy
8,240,031
+6,705,459
+437% +$217M 0.01% 787
2025
Q2 		$51.5M Buy
1,534,572
+1,505,656
+5,207% +$47.7M ﹤0.01% 1384
2025
Q1 		$875K Sell
28,916
-1,244,013
-98% -$50.2M ﹤0.01% 2720
2024
Q4 		$52.5M Buy
1,272,929
+1,171,947
+1,161% +$44.7M ﹤0.01% 1361
2024
Q3 		$3.57M Buy
100,982
+81,861
+428% +$2.37M ﹤0.01% 2226
2024
Q2 		$476K Sell
19,121
-47,852
-71% -$1.12M ﹤0.01% 2747
2024
Q1 		$1.71M Sell
66,973
-555,332
-89% -$14.8M ﹤0.01% 2366
2023
Q4 		$17.3M Sell
622,305
-369,084
-37% -$10.9M ﹤0.01% 1677
2023
Q3 		$34.2M Buy
+991,389
New +$34M ﹤0.01% 1390

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
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
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return

Fidelity Investments's KVYO Position: Q2 2026 in Review

Fidelity Investments reduced its Klaviyo (KVYO) stake by 33% in Q2 2026, selling an estimated $53.4M and leaving 6,566,155 shares worth $99.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Fidelity Investments first reported a position in KVYO in Q3 2023 and has held it in 12 quarters since. The position peaked at $272M in Q4 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Fidelity Investments held 6,566,155 shares of Klaviyo worth $99.1M as of Q2 2026.
  • Fidelity Investments sold 3,220,927 Klaviyo shares in Q2 2026, an estimated $53.4M.
  • Klaviyo made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #1232 holding.
  • Fidelity Investments first reported a position in Klaviyo in Q3 2023 and has held it in 12 quarters since.
  • Fidelity Investments's Klaviyo position peaked at $272M in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.