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FNY Investment Advisers’s Klaviyo KVYO Stock Holding History

FNY Investment Advisers’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
2025
Q4 		– Sell
-1,228
Closed -$34K – 1199
2025
Q3 		$34K Buy
+1,228
New +$39.7K 0.01% 580
2023
Q4 		– Sell
-220
Closed -$7K – 640
2023
Q3 		$7K Buy
+220
New +$7.55K ﹤0.01% 428

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

FNY Investment Advisers's KVYO Position: Q4 2025 in Review

FNY Investment Advisers sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 1,228 shares — an estimated $34K sold.

FNY Investment Advisers first reported a position in KVYO in Q3 2023 and held it in 2 quarters. The position peaked at $34K in Q3 2025. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

  • FNY Investment Advisers reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
  • FNY Investment Advisers sold 1,228 Klaviyo shares in Q4 2025, an estimated $34K.
  • FNY Investment Advisers first reported a position in Klaviyo in Q3 2023 and held it in 2 quarters.
  • FNY Investment Advisers's Klaviyo position peaked at $34K in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on FNY Investment Advisers's 13F filing for Q4 2025, filed 16 Jan 2026.