JY
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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 		$3.68M Buy
243,800
+67,200
+38% +$1.11M ﹤0.01% 5212
2026
Q1 		$3.44M Sell
176,600
-42,800
-20% -$918K ﹤0.01% 4984
2025
Q4 		$7.12M Buy
219,400
+75,500
+52% +$2.11M ﹤0.01% 3503
2025
Q3 		$3.98M Buy
143,900
+105,800
+278% +$3.42M ﹤0.01% 4483
2025
Q2 		$1.28M Sell
38,100
-7,900
-17% -$250K ﹤0.01% 6813
2025
Q1 		$1.39M Buy
46,000
+32,700
+246% +$1.32M ﹤0.01% 6405
2024
Q4 		$548K Sell
13,300
-83,600
-86% -$3.19M ﹤0.01% 8443
2024
Q3 		$3.43M Sell
96,900
-97,800
-50% -$2.83M ﹤0.01% 4304
2024
Q2 		$4.85M Sell
194,700
-61,200
-24% -$1.43M ﹤0.01% 3492
2024
Q1 		$6.52M Buy
255,900
+78,400
+44% +$2.09M ﹤0.01% 3214
2023
Q4 		$4.93M Buy
177,500
+161,200
+989% +$4.77M ﹤0.01% 3721
2023
Q3 		$562K Buy
+16,300
New +$559K ﹤0.01% 7957

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
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.