HSBC Holdings
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HSBC Holdings’s Klaviyo KVYO Stock Holding History

HSBC Holdings’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 		$376K Buy
+19,245
New +$413K ﹤0.01% 2354
2025
Q4 		– Sell
-8,144
Closed -$235K – 3059
2025
Q3 		$235K Sell
8,144
-31,776
-80% -$1.03M ﹤0.01% 2423
2025
Q2 		$1.33M Buy
+39,920
New +$1.26M ﹤0.01% 1654
2024
Q4 		– Sell
-5,679
Closed -$203K – 3171
2024
Q3 		$203K Buy
+5,679
New +$165K ﹤0.01% 2603

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 $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

HSBC Holdings's KVYO Position: Q1 2026 in Review

HSBC Holdings opened a new position in Klaviyo (KVYO) in Q1 2026: 19,245 shares worth $376K. The stake represents ﹤0.01% of the portfolio and ranks #2354 among its holdings. This is a return to the name: HSBC Holdings previously reported a position in KVYO as recently as Q3 2025.

HSBC Holdings first reported a position in KVYO in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.33M in Q2 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • HSBC Holdings held 19,245 shares of Klaviyo worth $376K as of Q1 2026.
  • Klaviyo was a new HSBC Holdings position in Q1 2026.
  • Klaviyo made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2354 holding.
  • HSBC Holdings first reported a position in Klaviyo in Q3 2024 and has held it in 4 quarters since.
  • HSBC Holdings's Klaviyo position peaked at $1.33M in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.