Geode Capital Management
KVYO icon

Geode Capital Management’s Klaviyo KVYO Stock Holding History

Geode Capital Management’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 		$37.4M Buy
2,476,695
+703,145
+40% +$11.7M ﹤0.01% 1787
2026
Q1 		$34.5M Buy
1,773,550
+100,823
+6% +$2.16M ﹤0.01% 1705
2025
Q4 		$54.3M Buy
1,672,727
+195,341
+13% +$5.47M ﹤0.01% 1429
2025
Q3 		$40.9M Buy
1,477,386
+221,577
+18% +$7.16M ﹤0.01% 1610
2025
Q2 		$42.2M Buy
1,255,809
+299,502
+31% +$9.49M ﹤0.01% 1526
2025
Q1 		$29M Buy
956,307
+73,847
+8% +$2.98M ﹤0.01% 1690
2024
Q4 		$36.4M Buy
882,460
+96,274
+12% +$3.68M ﹤0.01% 1629
2024
Q3 		$27.8M Buy
786,186
+244,447
+45% +$7.09M ﹤0.01% 1805
2024
Q2 		$13.5M Buy
541,739
+304,994
+129% +$7.14M ﹤0.01% 2146
2024
Q1 		$6.03M Buy
236,745
+4,713
+2% +$126K ﹤0.01% 2594
2023
Q4 		$6.45M Buy
+232,032
New +$6.87M ﹤0.01% 2573

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management's KVYO Position: Q2 2026 in Review

Geode Capital Management increased its Klaviyo (KVYO) stake by 40% in Q2 2026, buying an estimated $11.7M and bringing the position to 2,476,695 shares worth $37.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Geode Capital Management first reported a position in KVYO in Q4 2023 and has held it in 11 quarters since. The position peaked at $54.3M in Q4 2025. 256 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Geode Capital Management held 2,476,695 shares of Klaviyo worth $37.4M as of Q2 2026.
  • Geode Capital Management bought 703,145 Klaviyo shares in Q2 2026, an estimated $11.7M.
  • Klaviyo made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1787 holding.
  • Geode Capital Management first reported a position in Klaviyo in Q4 2023 and has held it in 11 quarters since.
  • Geode Capital Management's Klaviyo position peaked at $54.3M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.