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
Q2 		$2.91M Buy
193,037
+106,951
+124% +$1.77M 0.01% 531
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 $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

Holocene Advisors's KVYO Position: Q2 2026 in Review

Holocene Advisors increased its Klaviyo (KVYO) stake by 124% in Q2 2026, buying an estimated $1.77M and bringing the position to 193,037 shares worth $2.91M. The position accounts for 0.01% of the portfolio, ranked #531.

Holocene Advisors first reported a position in KVYO in Q2 2024 and has held it in 6 quarters since. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Holocene Advisors held 193,037 shares of Klaviyo worth $2.91M as of Q2 2026.
  • Holocene Advisors bought 106,951 Klaviyo shares in Q2 2026, an estimated $1.77M.
  • Klaviyo made up 0.01% of Holocene Advisors's portfolio in Q2 2026, its #531 holding.
  • Holocene Advisors first reported a position in Klaviyo in Q2 2024 and has held it in 6 quarters since.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.