Jane Street’s Klaviyo KVYO Stock Holding History

Jane Street’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	$3.46M	Buy	177,600 +59,200	+50%	+$1.27M	﹤0.01%	4102
2025 Q4	$3.84M	Sell	118,400 -241,100	-67%	-$6.75M	﹤0.01%	3646
2025 Q3	$9.95M	Sell	359,500 -26,200	-7%	-$846K	﹤0.01%	2429
2025 Q2	$13M	Sell	385,700 -124,200	-24%	-$3.93M	﹤0.01%	1867
2025 Q1	$15.4M	Buy	509,900 +68,600	+16%	+$2.77M	﹤0.01%	1526
2024 Q4	$18.2M	Sell	441,300 -326,400	-43%	-$12.5M	﹤0.01%	1335
2024 Q3	$27.2M	Buy	767,700 +682,100	+797%	+$19.8M	0.01%	1038
2024 Q2	$2.13M	Buy	85,600 +16,800	+24%	+$393K	﹤0.01%	4368
2024 Q1	$1.75M	Buy	68,800 +46,500	+209%	+$1.24M	﹤0.01%	4370
2023 Q4	$619K	Buy	+22,300	New	+$660K	﹤0.01%	6391

Other funds holding KVYO

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Jane Street's KVYO Position: Q1 2026 in Review

Jane Street opened a new position in Klaviyo (KVYO) in Q1 2026: 93,889 shares worth $1.83M. The stake represents ﹤0.01% of the portfolio and ranks #5272 among its holdings. This is a return to the name: Jane Street previously reported a position in KVYO as recently as Q2 2025.

Jane Street first reported a position in KVYO in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.73M in Q3 2024. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

Jane Street held 93,889 shares of Klaviyo worth $1.83M as of Q1 2026.
Klaviyo was a new Jane Street position in Q1 2026.
Klaviyo made up ﹤0.01% of Jane Street's portfolio in Q1 2026, its #5272 holding.
Jane Street first reported a position in Klaviyo in Q4 2023 and has held it in 8 quarters since.
Jane Street's Klaviyo position peaked at $4.73M in Q3 2024.
264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.