Legato Capital Management’s Klaviyo KVYO Stock Holding History

Legato Capital 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 Q1	$1.65M	Buy	84,785 +18,920	+29%	+$406K	0.15%	192
2025 Q4	$2.14M	Buy	65,865 +52,781	+403%	+$1.48M	0.18%	175
2025 Q3	$362K	Sell	13,084 -25,065	-66%	-$809K	0.04%	478
2025 Q2	$1.28M	Buy	38,149 +4,320	+13%	+$137K	0.15%	221
2025 Q1	$1.02M	Sell	33,829 -6,203	-15%	-$250K	0.14%	243
2024 Q4	$1.65M	Buy	40,032 +7,142	+22%	+$273K	0.22%	145
2024 Q3	$1.16M	Buy	+32,890	New	+$953K	0.14%	262
2024 Q2	–	Sell	-12,076	Closed	-$308K	–	604
2024 Q1	$308K	Buy	+12,076	New	+$323K	0.04%	507

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legato Capital Management's KVYO Position: Q1 2026 in Review

Legato Capital Management increased its Klaviyo (KVYO) stake by 29% in Q1 2026, buying an estimated $406K and bringing the position to 84,785 shares worth $1.65M. The position accounts for 0.15% of the portfolio, ranked #192.

Legato Capital Management first reported a position in KVYO in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

Legato Capital Management held 84,785 shares of Klaviyo worth $1.65M as of Q1 2026.
Legato Capital Management bought 18,920 Klaviyo shares in Q1 2026, an estimated $406K.
Klaviyo made up 0.15% of Legato Capital Management's portfolio in Q1 2026, its #192 holding.
Legato Capital Management first reported a position in Klaviyo in Q1 2024 and has held it in 8 quarters since.
Legato Capital Management's Klaviyo position peaked at $2.14M in Q4 2025.
264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.