Legal & General Group
KVYO icon

Legal & General Group’s Klaviyo KVYO Stock Holding History

Legal & General Group’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 		$1.88M Sell
96,389
-21,804
-18% -$468K ﹤0.01% 1933
2025
Q4 		$3.84M Buy
118,193
+15,658
+15% +$439K ﹤0.01% 1702
2025
Q3 		$2.84M Buy
102,535
+9,320
+10% +$301K ﹤0.01% 1842
2025
Q2 		$3.13M Buy
93,215
+28,780
+45% +$912K ﹤0.01% 1780
2025
Q1 		$1.95M Buy
64,435
+12,136
+23% +$490K ﹤0.01% 1933
2024
Q4 		$2.16M Buy
52,299
+702
+1% +$26.8K ﹤0.01% 1947
2024
Q3 		$1.83M Sell
51,597
-549
-1% -$15.9K ﹤0.01% 2019
2024
Q2 		$1.3M Buy
52,146
+21,570
+71% +$505K ﹤0.01% 2107
2024
Q1 		$779K Sell
30,576
-43,341
-59% -$1.16M ﹤0.01% 2275
2023
Q4 		$2.05M Buy
73,917
+68,917
+1,378% +$2.04M ﹤0.01% 1947
2023
Q3 		$172K Buy
+5,000
New +$172K ﹤0.01% 2749

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 $427B AUM 29.17% 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

Legal & General Group's KVYO Position: Q1 2026 in Review

Legal & General Group reduced its Klaviyo (KVYO) stake by 18% in Q1 2026, selling an estimated $468K and leaving 96,389 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Legal & General Group first reported a position in KVYO in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.84M in Q4 2025. 265 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Legal & General Group held 96,389 shares of Klaviyo worth $1.88M as of Q1 2026.
  • Legal & General Group sold 21,804 Klaviyo shares in Q1 2026, an estimated $468K.
  • Klaviyo made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #1933 holding.
  • Legal & General Group first reported a position in Klaviyo in Q3 2023 and has held it in 11 quarters since.
  • Legal & General Group's Klaviyo position peaked at $3.84M in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.