Jim Simons
KVYO icon

Jim Simons’s Klaviyo KVYO Stock Holding History

Jim Simons’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 		$31.9M Sell
1,640,844
-122,900
-7% -$2.64M 0.05% 471
2025
Q4 		$57.3M Buy
1,763,744
+80,400
+5% +$2.25M 0.09% 254
2025
Q3 		$46.6M Buy
1,683,344
+488,300
+41% +$15.8M 0.06% 372
2025
Q2 		$40.1M Buy
1,195,044
+219,400
+22% +$6.95M 0.05% 424
2025
Q1 		$29.5M Buy
975,644
+413,300
+73% +$16.7M 0.04% 502
2024
Q4 		$23.2M Sell
562,344
-21,756
-4% -$831K 0.03% 603
2024
Q3 		$20.7M Buy
584,100
+345,200
+144% +$10M 0.03% 645
2024
Q2 		$5.95M Buy
238,900
+69,200
+41% +$1.62M 0.01% 1197
2024
Q1 		$4.32M Sell
169,700
-28,200
-14% -$753K 0.01% 1504
2023
Q4 		$5.5M Buy
+197,900
New +$5.86M 0.01% 1290

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
Fidelity Investments
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jim Simons's KVYO Position: Q1 2026 in Review

Jim Simons reduced its Klaviyo (KVYO) stake by 7% in Q1 2026, selling an estimated $2.64M and leaving 1,640,844 shares worth $31.9M. The position accounts for 0.05% of the portfolio, ranked #471.

Jim Simons first reported a position in KVYO in Q4 2023 and has held it in 10 quarters since. The position peaked at $57.3M in Q4 2025. 265 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Jim Simons held 1,640,844 shares of Klaviyo worth $31.9M as of Q1 2026.
  • Jim Simons sold 122,900 Klaviyo shares in Q1 2026, an estimated $2.64M.
  • Klaviyo made up 0.05% of Jim Simons's portfolio in Q1 2026, its #471 holding.
  • Jim Simons first reported a position in Klaviyo in Q4 2023 and has held it in 10 quarters since.
  • Jim Simons's Klaviyo position peaked at $57.3M in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.