Holocene Advisors
KVYO icon

Holocene Advisors’s Klaviyo KVYO Stock Holding History

Holocene Advisors’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
Q1 		$1.68M Buy
86,086
+76,173
+768% +$1.63M ﹤0.01% 598
2025
Q4 		$322K Buy
+9,913
New +$278K ﹤0.01% 698
2025
Q1 		– Sell
-20,124
Closed -$830K – 829
2024
Q4 		$830K Sell
20,124
-47,851
-70% -$1.83M ﹤0.01% 678
2024
Q3 		$2.4M Sell
67,975
-46,647
-41% -$1.35M 0.01% 518
2024
Q2 		$2.85M Buy
+114,622
New +$2.68M 0.01% 439

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Holocene Advisors's KVYO Position: Q1 2026 in Review

Holocene Advisors increased its Klaviyo (KVYO) stake by 768% in Q1 2026, buying an estimated $1.63M and bringing the position to 86,086 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Holocene Advisors first reported a position in KVYO in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.85M in Q2 2024. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Holocene Advisors held 86,086 shares of Klaviyo worth $1.68M as of Q1 2026.
  • Holocene Advisors bought 76,173 Klaviyo shares in Q1 2026, an estimated $1.63M.
  • Klaviyo made up ﹤0.01% of Holocene Advisors's portfolio in Q1 2026, its #598 holding.
  • Holocene Advisors first reported a position in Klaviyo in Q2 2024 and has held it in 5 quarters since.
  • Holocene Advisors's Klaviyo position peaked at $2.85M in Q2 2024.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.