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Harel Insurance Investments & Financial Services’s Klaviyo KVYO Stock Holding History

Harel Insurance Investments & Financial Services’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
Q3 		– Sell
-9,700
Closed -$326K – 480
2025
Q2 		$326K Buy
+9,700
New +$307K ﹤0.01% 251

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Harel Insurance Investments & Financial Services's KVYO Position: Q3 2025 in Review

Harel Insurance Investments & Financial Services sold out of Klaviyo (KVYO) in Q3 2025, closing a stake of 9,700 shares — an estimated $326K sold.

Harel Insurance Investments & Financial Services first reported a position in KVYO in Q2 2025 and held it in 1 quarter. The position peaked at $326K in Q2 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q3 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Klaviyo position as of Q3 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 9,700 Klaviyo shares in Q3 2025, an estimated $326K.
  • Harel Insurance Investments & Financial Services first reported a position in Klaviyo in Q2 2025 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Klaviyo position peaked at $326K in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q3 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2025, filed 29 Oct 2025.