J. Goldman & Co’s Klaviyo KVYO Stock Holding History

J. Goldman & Co’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	–	Sell	-634,426	Closed	-$20.6M	–	782
2025 Q4	$20.6M	Buy	634,426 +221,397	+54%	+$6.2M	0.54%	47
2025 Q3	$11.4M	Buy	+413,029	New	+$13.3M	0.29%	107

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

J. Goldman & Co's KVYO Position: Q1 2026 in Review

J. Goldman & Co sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 634,426 shares — an estimated $20.6M sold.

J. Goldman & Co first reported a position in KVYO in Q3 2025 and held it in 2 quarters. The position peaked at $20.6M in Q4 2025. 266 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

J. Goldman & Co reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
J. Goldman & Co sold 634,426 Klaviyo shares in Q1 2026, an estimated $20.6M.
J. Goldman & Co first reported a position in Klaviyo in Q3 2025 and held it in 2 quarters.
J. Goldman & Co's Klaviyo position peaked at $20.6M in Q4 2025.
266 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.