Jain Global’s Klaviyo KVYO Stock Holding History

Jain Global’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
2025 Q2	–	Sell	-37,960	Closed	-$1.15M	–	1426
2025 Q1	$1.15M	Buy	+37,960	New	+$1.53M	0.01%	430

Other funds holding KVYO

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jain Global's KVYO Position: Q2 2025 in Review

Jain Global sold out of Klaviyo (KVYO) in Q2 2025, closing a stake of 37,960 shares — an estimated $1.15M sold.

Jain Global first reported a position in KVYO in Q1 2025 and held it in 1 quarter. The position peaked at $1.15M in Q1 2025. 254 funds tracked by Wall St. Rank hold KVYO as of Q2 2025.

Jain Global reported no remaining Klaviyo position as of Q2 2025 after selling out during the quarter.
Jain Global sold 37,960 Klaviyo shares in Q2 2025, an estimated $1.15M.
Jain Global first reported a position in Klaviyo in Q1 2025 and held it in 1 quarter.
Jain Global's Klaviyo position peaked at $1.15M in Q1 2025.
254 funds tracked by Wall St. Rank held Klaviyo as of Q2 2025.

Based on Jain Global's 13F filing for Q2 2025, filed 14 Aug 2025.