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
Q2 		– Sell
-19,245
Closed -$376K – 3090
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 $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

HSBC Holdings's KVYO Position: Q2 2026 in Review

HSBC Holdings sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 19,245 shares — an estimated $376K sold.

HSBC Holdings first reported a position in KVYO in Q3 2024 and held it in 4 quarters. The position peaked at $1.33M in Q2 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • HSBC Holdings reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • HSBC Holdings sold 19,245 Klaviyo shares in Q2 2026, an estimated $376K.
  • HSBC Holdings first reported a position in Klaviyo in Q3 2024 and held it in 4 quarters.
  • HSBC Holdings's Klaviyo position peaked at $1.33M in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.