Jump Financial’s Klaviyo KVYO Stock Holding History

Jump Financial’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	$4.76M	Buy	+315,500	New	+$5.23M	0.04%	540
2026 Q1	–	Sell	-317,381	Closed	-$10.3M	–	2166
2025 Q4	$10.3M	Buy	317,381 +81,503	+35%	+$2.28M	0.13%	202
2025 Q3	$6.53M	Sell	235,878 -132,579	-36%	-$4.28M	0.08%	329
2025 Q2	$12.4M	Buy	368,457 +261,101	+243%	+$8.27M	0.13%	194
2025 Q1	$3.25M	Buy	+107,356	New	+$4.33M	0.04%	442
2024 Q2	–	Sell	-43,500	Closed	-$1.11M	–	2046
2024 Q1	$1.11M	Sell	43,500 -17,983	-29%	-$480K	0.03%	747
2023 Q4	$1.71M	Buy	+61,483	New	+$1.82M	0.05%	453

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Jump Financial's KVYO Position: Q2 2026 in Review

Jump Financial opened a new position in Klaviyo (KVYO) in Q2 2026: 315,500 shares worth $4.76M. The stake represents 0.04% of the portfolio and ranks #540 among its holdings. This is a return to the name: Jump Financial previously reported a position in KVYO as recently as Q4 2025.

Jump Financial first reported a position in KVYO in Q4 2023 and has held it in 7 quarters since. The position peaked at $12.4M in Q2 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Jump Financial held 315,500 shares of Klaviyo worth $4.76M as of Q2 2026.
Klaviyo was a new Jump Financial position in Q2 2026.
Klaviyo made up 0.04% of Jump Financial's portfolio in Q2 2026, its #540 holding.
Jump Financial first reported a position in Klaviyo in Q4 2023 and has held it in 7 quarters since.
Jump Financial's Klaviyo position peaked at $12.4M in Q2 2025.
277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.