FORA Capital’s Klaviyo KVYO Stock Holding History

FORA Capital’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 Q2	–	Sell	-16,690	Closed	-$505K	–	613
2025 Q1	$505K	Buy	+16,690	New	+$673K	0.05%	326
2024 Q4	–	Sell	-27,627	Closed	-$977K	–	501
2024 Q3	$977K	Buy	+27,627	New	+$801K	0.11%	217

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

SCV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

FORA Capital's KVYO Position: Q2 2025 in Review

FORA Capital sold out of Klaviyo (KVYO) in Q2 2025, closing a stake of 16,690 shares — an estimated $505K sold.

FORA Capital first reported a position in KVYO in Q3 2024 and held it in 2 quarters. The position peaked at $977K in Q3 2024. 254 funds tracked by Wall St. Rank hold KVYO as of Q2 2025.

FORA Capital reported no remaining Klaviyo position as of Q2 2025 after selling out during the quarter.
FORA Capital sold 16,690 Klaviyo shares in Q2 2025, an estimated $505K.
FORA Capital first reported a position in Klaviyo in Q3 2024 and held it in 2 quarters.
FORA Capital's Klaviyo position peaked at $977K in Q3 2024.
254 funds tracked by Wall St. Rank held Klaviyo as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.