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IEQ Capital’s Klaviyo KVYO Stock Holding History

IEQ Capital’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 		$716K Sell
47,432
-185,913
-80% -$3.08M ﹤0.01% 1248
2026
Q1 		$4.54M Buy
233,345
+100,573
+76% +$2.16M 0.02% 526
2025
Q4 		$4.31M Sell
132,772
-54,498
-29% -$1.53M 0.01% 562
2025
Q3 		$5.19M Buy
187,270
+81,558
+77% +$2.63M 0.02% 476
2025
Q2 		$3.55M Buy
105,712
+52,632
+99% +$1.67M 0.02% 507
2025
Q1 		$1.61M Buy
53,080
+2,056
+4% +$82.9K 0.01% 636
2024
Q4 		$2.1M Buy
51,024
+40,171
+370% +$1.53M 0.02% 490
2024
Q3 		$384K Buy
+10,853
New +$315K ﹤0.01% 846

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

IEQ Capital's KVYO Position: Q2 2026 in Review

IEQ Capital reduced its Klaviyo (KVYO) stake by 80% in Q2 2026, selling an estimated $3.08M and leaving 47,432 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

IEQ Capital first reported a position in KVYO in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.19M in Q3 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • IEQ Capital held 47,432 shares of Klaviyo worth $716K as of Q2 2026.
  • IEQ Capital sold 185,913 Klaviyo shares in Q2 2026, an estimated $3.08M.
  • Klaviyo made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1248 holding.
  • IEQ Capital first reported a position in Klaviyo in Q3 2024 and has held it in 8 quarters since.
  • IEQ Capital's Klaviyo position peaked at $5.19M in Q3 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.