Jeff Yass’s Klaviyo KVYO Stock Holding History

Jeff Yass’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	$4.45M	Sell	294,734 -1,166,424	-80%	-$19.3M	﹤0.01%	4854
2026 Q1	$28.4M	Buy	+1,461,158	New	+$31.3M	﹤0.01%	1793
2025 Q4	–	Sell	-36,397	Closed	-$1.02M	–	13034
2025 Q3	$1.01M	Buy	+36,397	New	+$1.18M	﹤0.01%	7346
2025 Q1	–	Sell	-27,991	Closed	-$1.13M	–	13023
2024 Q4	$1.15M	Buy	+27,991	New	+$1.07M	﹤0.01%	6599
2024 Q3	–	Sell	-50,730	Closed	-$1.47M	–	12547
2024 Q2	$1.26M	Sell	50,730 -106,327	-68%	-$2.49M	﹤0.01%	6031
2024 Q1	$4M	Buy	157,057 +65,103	+71%	+$1.74M	﹤0.01%	4013
2023 Q4	$2.55M	Buy	+91,954	New	+$2.72M	﹤0.01%	4864

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Jeff Yass's KVYO Position: Q2 2026 in Review

Jeff Yass reduced its Klaviyo (KVYO) stake by 80% in Q2 2026, selling an estimated $19.3M and leaving 294,734 shares worth $4.45M. The position accounts for ﹤0.01% of the portfolio, ranked #4854.

Jeff Yass first reported a position in KVYO in Q4 2023 and has held it in 7 quarters since. The position peaked at $28.4M in Q1 2026. 275 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Jeff Yass held 294,734 shares of Klaviyo worth $4.45M as of Q2 2026.
Jeff Yass sold 1,166,424 Klaviyo shares in Q2 2026, an estimated $19.3M.
Klaviyo made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4854 holding.
Jeff Yass first reported a position in Klaviyo in Q4 2023 and has held it in 7 quarters since.
Jeff Yass's Klaviyo position peaked at $28.4M in Q1 2026.
275 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.