FG
KVYO icon

Formula Growth’s Klaviyo KVYO Stock Holding History

Formula Growth’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 		$4.53M Buy
300,000
+150,000
+100% +$2.49M 1.59% 9
2026
Q1 		$2.92M Buy
+150,000
New +$3.22M 1.32% 19
2025
Q4 		– Sell
-15,000
Closed -$415K – 137
2025
Q3 		$415K Buy
+15,000
New +$484K 0.15% 116
2024
Q2 		– Sell
-70,000
Closed -$1.78M – 116
2024
Q1 		$1.78M Sell
70,000
-70,000
-50% -$1.87M 0.57% 68
2023
Q4 		$3.89M Buy
+140,000
New +$4.14M 1.25% 21

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Formula Growth's KVYO Position: Q2 2026 in Review

Formula Growth increased its Klaviyo (KVYO) stake by 100% in Q2 2026, buying an estimated $2.49M and bringing the position to 300,000 shares worth $4.53M. The position accounts for 1.59% of the portfolio, ranked #9.

Formula Growth first reported a position in KVYO in Q4 2023 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Formula Growth held 300,000 shares of Klaviyo worth $4.53M as of Q2 2026.
  • Formula Growth bought 150,000 Klaviyo shares in Q2 2026, an estimated $2.49M.
  • Klaviyo made up 1.59% of Formula Growth's portfolio in Q2 2026, its #9 holding.
  • Formula Growth first reported a position in Klaviyo in Q4 2023 and has held it in 5 quarters since.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Formula Growth's 13F filing for Q2 2026, filed 17 Aug 2026.