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	$8.93M	Buy	591,600 +32,700	+6%	+$542K	﹤0.01%	3577
2026 Q1	$10.9M	Sell	558,900 -75,400	-12%	-$1.62M	﹤0.01%	2993
2025 Q4	$20.6M	Buy	634,300 +12,500	+2%	+$350K	﹤0.01%	2170
2025 Q3	$17.2M	Buy	621,800 +228,800	+58%	+$7.39M	﹤0.01%	2366
2025 Q2	$13.2M	Sell	393,000 -106,900	-21%	-$3.39M	﹤0.01%	2496
2025 Q1	$15.1M	Buy	499,900 +145,900	+41%	+$5.89M	﹤0.01%	2029
2024 Q4	$14.6M	Sell	354,000 -60,500	-15%	-$2.31M	﹤0.01%	2198
2024 Q3	$14.7M	Buy	414,500 +288,800	+230%	+$8.37M	﹤0.01%	2144
2024 Q2	$3.13M	Buy	125,700 +75,100	+148%	+$1.76M	﹤0.01%	4228
2024 Q1	$1.29M	Buy	+50,600	New	+$1.35M	﹤0.01%	6312
2023 Q4	–	Sell	-19,900	Closed	-$687K	–	12869
2023 Q3	$687K	Buy	+19,900	New	+$683K	﹤0.01%	7489

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.