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
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 $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
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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return