Lazard Asset Management
KVYO icon

Lazard Asset Management’s Klaviyo KVYO Stock Holding History

Lazard Asset Management’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 		$360K Buy
+23,836
New +$395K ﹤0.01% 1513
2025
Q3 		– Sell
-3,716
Closed -$124K – 2089
2025
Q2 		$124K Buy
+3,716
New +$118K ﹤0.01% 1816

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

Lazard Asset Management's KVYO Position: Q2 2026 in Review

Lazard Asset Management opened a new position in Klaviyo (KVYO) in Q2 2026: 23,836 shares worth $360K. The stake represents ﹤0.01% of the portfolio and ranks #1513 among its holdings. This is a return to the name: Lazard Asset Management previously reported a position in KVYO as recently as Q2 2025.

Lazard Asset Management first reported a position in KVYO in Q2 2025 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Lazard Asset Management held 23,836 shares of Klaviyo worth $360K as of Q2 2026.
  • Klaviyo was a new Lazard Asset Management position in Q2 2026.
  • Klaviyo made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1513 holding.
  • Lazard Asset Management first reported a position in Klaviyo in Q2 2025 and has held it in 2 quarters since.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.